Position in CMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,660
-$216,803 QoQ
Shares Held
257
-91.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#662
of 814 holders
Holding Since
Jun 2021
21 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $18,402,821 across 26 Utilities - Regulated Electric names. CMS ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,722 | $9,981,379 | |
| 2 | AEP |
American Electric Power Co Inc
|
33,801 | $4,624,314 | |
| 3 | DUK |
Duke Energy CORP
|
7,701 | $974,792 | |
| 4 | D |
Dominion Energy, Inc
|
11,212 | $765,667 | |
| 5 | ED |
Consolidated Edison Inc
|
5,559 | $614,992 | |
| 6 | FE |
Firstenergy Corp
|
6,784 | $322,511 | |
| 7 | SO |
Southern Co
|
2,411 | $230,756 | |
| 8 | LNT |
Alliant Energy Corp
|
1,797 | $137,093 |
All Filings in CMS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,660 | 257 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $236,463 | 3,048 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $216,922 | 3,102 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $229,157 | 3,128 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $221,349 | 3,195 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $243,656 | 3,244 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $213,280 | 3,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $206,027 | 2,917 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $174,839 | 2,937 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $179,209 | 2,970 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $168,693 | 2,905 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $148,230 | 2,791 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $160,211 | 2,727 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $168,672 | 2,748 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $157,881 | 2,493 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $144,493 | 2,481 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $180,495 | 2,674 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $147,853 | 2,114 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $101,608 | 1,562 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $78,544 | 1,315 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,862 | 150 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||