Position in CMS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$204,035
-$50,835 QoQ
Shares Held
2,630
-24.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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, 2026FIRST CITIZENS BANK & TRUST CO holds $86,323,908 across 18 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
171,548 | $21,714,544 | |
| 2 | EVRG |
Evergy, Inc.
|
188,646 | $16,304,673 | |
| 3 | FE |
Firstenergy Corp
|
338,879 | $16,110,307 | |
| 4 | EXC |
Exelon Corp
|
310,633 | $14,481,709 | |
| 5 | SO |
Southern Co
|
51,279 | $4,907,912 | |
| 6 | NEE |
Nextera Energy Inc
|
47,088 | $4,132,913 | |
| 7 | EIX |
Edison International
|
35,072 | $2,611,110 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
18,358 | $1,314,799 |
All Filings in CMS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,035 | 2,630 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $254,870 | 3,479 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,980,526 | 86,324 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,779,173 | 63,629 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,928,083 | 58,936 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,287,028 | 60,697 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,560,727 | 59,814 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,495,013 | 57,922 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,821,156 | 48,582 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,703,617 | 50,906 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,009,526 | 51,226 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,381,666 | 38,802 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,912,819 | 30,204 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,199,685 | 20,599 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,750,004 | 25,926 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||