Position in CMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$250,078
-$3,453 QoQ
Shares Held
3,269
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#538
of 814 holders
Holding Since
Mar 2022
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, 2026Essex Bank holds $5,392,547 across 11 Utilities - Regulated Electric names. CMS ranks #9 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
12,293 | $1,176,562 | |
| 2 | NEE |
Nextera Energy Inc
|
10,666 | $936,154 | |
| 3 | DUK |
Duke Energy CORP
|
6,436 | $814,668 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,415 | $604,015 | |
| 5 | EXC |
Exelon Corp
|
7,497 | $349,509 | |
| 6 | D |
Dominion Energy, Inc
|
4,369 | $298,358 | |
| 7 | ES |
Eversource Energy
|
3,518 | $254,245 | |
| 8 | OGE |
Oge Energy Corp.
|
5,215 | $253,761 |
All Filings in CMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,078 | 3,269 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $253,531 | 3,268 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $228,880 | 3,273 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $255,164 | 3,483 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $239,777 | 3,461 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $259,804 | 3,459 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $233,808 | 3,508 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $249,959 | 3,539 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $212,403 | 3,568 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $215,473 | 3,571 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $207,367 | 3,571 | Shares | Sole | 2024-01-22 | |
| 2022-06-30 | $199,935 | 2,962 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $209,959 | 3,002 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||