Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$49,276,098
+$20,920,919 QoQ
Shares Held
644,132
+76.2% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#71
of 814 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, 2026BANK OF NOVA SCOTIA holds $785,587,695 across 25 Utilities - Regulated Electric names. CMS ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
4,492,744 | $257,119,739 | |
| 2 | EMA |
Emera Inc
|
3,317,241 | $175,880,117 | |
| 3 | PCG |
PG&E Corp
|
3,668,919 | $61,711,217 | |
| 4 | DTE |
Dte Energy Co
|
341,268 | $51,999,005 | |
| 5 | CMS |
Cms Energy Corp
This page
|
644,132 | $49,276,098 | |
| 6 | NEE |
Nextera Energy Inc
|
334,804 | $29,385,746 | |
| 7 | AEP |
American Electric Power Co Inc
|
127,904 | $17,498,545 | |
| 8 | SO |
Southern Co
|
167,168 | $15,999,649 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,276,098 | 644,132 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,355,179 | 365,496 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $42,868,558 | 613,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,671,565 | 132,017 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,010,998 | 259,974 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,743,768 | 36,530 | Shares | Sole | 2025-07-02 | |
| 2024-12-31 | $3,059,101 | 45,898 | Shares | Sole | 2025-07-02 | |
| 2024-09-30 | $3,129,615 | 44,310 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,194,037 | 36,856 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,933,864 | 131,486 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,720,912 | 632,356 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,802,552 | 33,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,846,394 | 31,428 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,783,518 | 29,057 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,961,836 | 30,978 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,159,771 | 37,084 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,749,005 | 40,726 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,732,417 | 53,366 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $4,512,062 | 69,363 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,882,269 | 64,997 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,586,451 | 60,705 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,298,961 | 53,887 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,943,610 | 48,248 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,096,107 | 34,133 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,949,883 | 33,377 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,735,298 | 29,537 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||