Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,665
-$4,747 QoQ
Shares Held
427
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#646
of 815 holders
Holding Since
Mar 2020
13 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, 2026TRUST CO OF VERMONT holds $47,717,074 across 25 Utilities - Regulated Electric names. CMS ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
429,130 | $37,664,739 | |
| 2 | SO |
Southern Co
|
23,114 | $2,212,240 | |
| 3 | POR |
Portland General Electric Co /Or/
|
39,717 | $2,058,532 | |
| 4 | DUK |
Duke Energy CORP
|
14,323 | $1,813,004 | |
| 5 | D |
Dominion Energy, Inc
|
16,144 | $1,102,473 | |
| 6 | ED |
Consolidated Edison Inc
|
5,704 | $631,033 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,495 | $478,150 | |
| 8 | ETR |
Entergy Corp /De/
|
2,722 | $312,648 |
All Filings in CMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,665 | 427 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $37,412 | 535 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $39,194 | 535 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $37,064 | 535 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $17,650 | 235 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $20,794 | 312 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,523 | 149 | Shares | Sole | 2024-10-16 | |
| 2023-09-30 | $53 | 1 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $58 | 1 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $61 | 1 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $63 | 1 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $58 | 1 | Shares | Sole | 2022-10-24 | |
| 2020-03-31 | $16,156 | 275 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||