Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$618,274,605
+$17,393,149 QoQ
Shares Held
8,082,021
+4.3% QoQ
Ownership
2.58%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#8
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $9,146,285,087 across 35 Utilities - Regulated Electric names. CMS ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,216,533 | $1,598,865,091 | |
| 2 | CNP |
Centerpoint Energy Inc
|
17,503,887 | $770,871,177 | |
| 3 | ED |
Consolidated Edison Inc
|
6,771,976 | $749,183,701 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
6,053,574 | $706,875,829 | |
| 5 | PCG |
PG&E Corp
|
40,201,738 | $676,193,230 | |
| 6 | CMS |
Cms Energy Corp
This page
|
8,082,021 | $618,274,605 | |
| 7 | EXC |
Exelon Corp
|
12,173,111 | $567,510,429 | |
| 8 | XEL |
Xcel Energy Inc
|
5,403,828 | $433,927,385 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,274,605 | 8,082,021 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $600,881,456 | 7,745,314 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $506,932,287 | 7,249,139 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $409,271,382 | 5,586,560 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $410,313,914 | 5,922,545 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $360,970,919 | 4,805,897 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $325,695,753 | 4,886,658 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $317,509,462 | 4,495,391 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $212,075,146 | 3,562,492 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $97,017,846 | 1,607,853 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $46,507,389 | 800,885 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $44,881,983 | 845,076 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $64,287,888 | 1,094,262 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $70,602,096 | 1,150,246 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $74,473,985 | 1,175,967 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $38,342,417 | 658,352 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,010,215 | 829,781 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $57,130,971 | 816,857 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $41,684,816 | 640,812 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $38,809,205 | 649,744 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $57,054,674 | 965,719 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $53,619,472 | 875,849 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $35,743,377 | 585,861 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $43,982,452 | 716,210 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,892,978 | 717,100 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $65,060,921 | 1,107,420 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||