Position in CMS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$237,150
-$3,348 QoQ
Shares Held
3,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#548
of 815 holders
Holding Since
Jun 2025
5 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, 2026CHICAGO TRUST Co NA holds $11,369,924 across 14 Utilities - Regulated Electric names. CMS ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
34,192 | $2,775,021 | |
| 2 | NEE |
Nextera Energy Inc
|
21,675 | $1,902,414 | |
| 3 | ED |
Consolidated Edison Inc
|
14,700 | $1,626,261 | |
| 4 | DUK |
Duke Energy CORP
|
9,865 | $1,248,711 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
7,154 | $835,372 | |
| 6 | SO |
Southern Co
|
5,478 | $524,299 | |
| 7 | DTE |
Dte Energy Co
|
3,384 | $515,619 | |
| 8 | AEE |
Ameren Corp
|
3,866 | $437,012 |
All Filings in CMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,150 | 3,100 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $240,498 | 3,100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $216,783 | 3,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $227,106 | 3,100 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $214,768 | 3,100 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||