Position in CMS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,577,889
-$553 QoQ
Shares Held
20,626
+1.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#310
of 814 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $105,417,113 across 33 Utilities - Regulated Electric names. CMS ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
302,533 | $28,955,433 | |
| 2 | NGG |
National Grid PLC
|
133,089 | $11,029,085 | |
| 3 | NEE |
Nextera Energy Inc
|
120,103 | $10,541,440 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
4,027,980 | $8,458,758 | |
| 5 | DUK |
Duke Energy CORP
|
56,438 | $7,143,922 | |
| 6 | ED |
Consolidated Edison Inc
|
28,421 | $3,144,215 | |
| 7 | FTS |
Fortis Inc.
|
53,607 | $3,067,928 | |
| 8 | AEP |
American Electric Power Co Inc
|
22,324 | $3,054,146 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,577,889 | 20,626 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,578,442 | 20,346 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,441,117 | 20,608 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,582,635 | 21,603 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,664,382 | 24,024 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,979,298 | 26,352 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,567,607 | 23,520 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,127,587 | 30,123 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,940,618 | 32,599 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,162,102 | 35,832 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,985,935 | 34,199 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,516,502 | 28,554 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,018,003 | 34,349 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,142,284 | 34,902 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,138,336 | 33,765 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,006,309 | 34,449 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,186,662 | 32,395 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,302,074 | 32,915 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,152,179 | 33,085 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,035,299 | 34,075 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,955,252 | 33,095 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,367,071 | 38,665 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,356,557 | 22,235 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,421,948 | 23,155 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,395,361 | 23,885 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,406,533 | 23,941 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||