Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,982,811
+$2,033 QoQ
Shares Held
38,991
+1.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $1,767,869,284 across 28 Utilities - Regulated Electric names. CMS ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,515,500 | $318,411,990 | |
| 2 | FTS |
Fortis Inc.
|
4,518,242 | $258,578,989 | |
| 3 | PCG |
PG&E Corp
|
13,278,514 | $223,344,605 | |
| 4 | EMA |
Emera Inc
|
3,894,059 | $206,463,008 | |
| 5 | NEE |
Nextera Energy Inc
|
2,312,715 | $202,986,995 | |
| 6 | ES |
Eversource Energy
|
1,527,855 | $110,418,080 | |
| 7 | AEP |
American Electric Power Co Inc
|
648,949 | $88,782,712 | |
| 8 | EIX |
Edison International
|
1,062,311 | $79,089,053 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,982,811 | 38,991 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,980,778 | 38,422 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,329,997 | 33,319 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,276,334 | 31,072 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,088,168 | 30,141 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,208,684 | 29,406 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,731,367 | 25,977 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $1,840,829 | 26,063 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,511,466 | 25,390 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,522,559 | 25,233 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,397,570 | 24,067 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,379,107 | 25,967 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,493,366 | 25,419 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,322,069 | 54,123 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,363,139 | 53,105 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,931,044 | 50,327 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,345,705 | 49,566 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,447,832 | 49,297 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,085,451 | 47,432 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,198,721 | 20,069 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $875,329 | 14,816 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $917,504 | 14,987 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $625,962 | 10,260 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $898,305 | 14,628 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $779,907 | 13,350 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,231,341 | 20,959 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||