Position in CMS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$274,864
-$5,665 QoQ
Shares Held
3,593
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#520
of 814 holders
Holding Since
Jun 2020
22 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, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. CMS ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in CMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,864 | 3,593 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $280,529 | 3,616 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $268,111 | 3,834 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $274,651 | 3,749 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $263,471 | 3,803 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $270,771 | 3,605 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $248,737 | 3,732 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $274,821 | 3,891 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $224,249 | 3,767 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $213,060 | 3,531 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $204,696 | 3,525 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $164,269 | 3,093 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $209,737 | 3,570 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $273,570 | 4,457 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $265,732 | 4,196 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $228,533 | 3,924 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $123,997 | 1,837 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $125,822 | 1,799 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $115,203 | 1,771 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $120,415 | 2,016 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $6,550 | 107 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $233,680 | 4,000 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||