Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,965,961
+$838,908 QoQ
Shares Held
130,274
+10.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#158
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 14%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TORONTO DOMINION BANK holds $994,131,560 across 27 Utilities - Regulated Electric names. CMS ranks #22 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
3,163,013 | $181,019,233 | |
| 2 | XEL |
Xcel Energy Inc
|
2,120,825 | $170,302,247 | |
| 3 | EMA |
Emera Inc
|
1,932,111 | $102,440,523 | |
| 4 | NEE |
Nextera Energy Inc
|
1,000,470 | $87,811,250 | |
| 5 | LNT |
Alliant Energy Corp
|
877,473 | $66,942,415 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
576,647 | $46,800,670 | |
| 7 | SO |
Southern Co
|
379,515 | $36,323,380 | |
| 8 | DUK |
Duke Energy CORP
|
259,205 | $32,810,167 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,965,961 | 130,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,127,053 | 117,647 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,940,603 | 356,651 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,381,015 | 141,701 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,114,199 | 131,556 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,018,443 | 106,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,053,702 | 165,847 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $12,658,520 | 179,223 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $9,028,378 | 151,661 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,718,843 | 94,777 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,712,671 | 167,258 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,525,527 | 141,697 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $8,647,118 | 147,185 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $8,244,192 | 134,314 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,252,322 | 146,097 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,298,228 | 125,313 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,447,502 | 139,963 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,331,608 | 162,019 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $14,622,784 | 224,793 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,674,587 | 145,230 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $9,908,542 | 167,714 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,925,173 | 129,454 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $34,610,239 | 567,288 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $33,282,316 | 541,969 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $31,631,275 | 541,446 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $8,666,858 | 147,521 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||