Position in CMS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$554,025,162
-$37,939,172 QoQ
Shares Held
7,242,159
-5.1% QoQ
Ownership
2.31%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#11
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 23%
None 1%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,527,476,055 across 26 Utilities - Regulated Electric names. CMS ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
101,483,416 | $1,706,951,053 | |
| 2 | DUK |
Duke Energy CORP
|
12,742,489 | $1,612,944,254 | |
| 3 | D |
Dominion Energy, Inc
|
20,030,451 | $1,367,879,497 | |
| 4 | SO |
Southern Co
|
13,831,354 | $1,323,798,889 | |
| 5 | XEL |
Xcel Energy Inc
|
16,269,553 | $1,306,445,102 | |
| 6 | NEE |
Nextera Energy Inc
|
12,519,204 | $1,098,810,531 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,176,896 | $571,441,140 | |
| 8 | CMS |
Cms Energy Corp
This page
|
7,242,159 | $554,025,162 |
All Filings in CMS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,025,162 | 7,242,159 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $591,964,334 | 7,630,373 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $578,486,341 | 8,272,363 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $647,809,240 | 8,842,605 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $646,505,092 | 9,331,771 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $723,207,748 | 9,628,648 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $649,263,574 | 9,741,389 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $537,502,773 | 7,610,120 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $410,222,833 | 6,891,027 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $206,184,794 | 3,417,050 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $200,731,320 | 3,456,713 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $136,680,336 | 2,573,533 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $151,001,246 | 2,570,234 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $155,217,374 | 2,528,794 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $158,765,142 | 2,506,950 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $145,181,078 | 2,492,807 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $167,035,567 | 2,474,601 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $184,534,870 | 2,638,474 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $179,487,518 | 2,759,224 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $164,977,423 | 2,762,053 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $162,673,352 | 2,753,442 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $167,960,435 | 2,743,555 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $160,581,186 | 2,632,047 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $231,063,964 | 3,762,644 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $200,696,065 | 3,435,400 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $199,052,576 | 3,388,129 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||