Position in CMS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$594,404
-$5,211 QoQ
Shares Held
7,770
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#420
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $12,199,530 across 15 Utilities - Regulated Electric names. CMS ranks #9 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,458 | $1,795,598 | |
| 2 | EIX |
Edison International
|
18,070 | $1,345,311 | |
| 3 | TXNM |
Txnm Energy Inc
|
21,338 | $1,211,571 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,763 | $1,198,865 | |
| 5 | OGE |
Oge Energy Corp.
|
20,781 | $1,011,203 | |
| 6 | CNP |
Centerpoint Energy Inc
|
22,950 | $1,010,717 | |
| 7 | DUK |
Duke Energy CORP
|
6,112 | $773,656 | |
| 8 | EVRG |
Evergy, Inc.
|
8,935 | $772,251 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,404 | 7,770 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $599,615 | 7,729 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $533,495 | 7,629 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $847,544 | 11,569 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $876,668 | 12,654 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $934,668 | 12,444 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $835,923 | 12,542 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $934,081 | 13,225 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $908,606 | 15,263 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $898,280 | 14,887 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $859,609 | 14,803 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $1,032,139 | 19,434 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $976,365 | 16,619 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $1,020,810 | 16,631 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $1,041,144 | 16,440 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $929,975 | 15,968 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $1,077,839 | 15,968 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $1,983,498 | 28,360 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $2,071,126 | 31,839 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $6,737,901 | 112,806 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $6,672,080 | 112,933 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $6,964,999 | 113,770 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $7,002,910 | 114,783 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $7,048,823 | 114,783 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $6,705,622 | 114,783 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $6,743,500 | 114,783 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||