VeraBank, N.A.

Position in CMS — Cms Energy Corp

CIK 1767297 HENDERSON, TX

Position in CMS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$260,100

-$3,672 QoQ

Shares Held

3,400

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#533

of 816 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VeraBank, N.A. holds $4,006,746 across 6 Utilities - Regulated Electric names. CMS ranks #6 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,883	$1,481,820
2	DUK	Duke Energy CORP	5,738	$726,315
3	D	Dominion Energy, Inc	8,764	$598,493
4	EXC	Exelon Corp	10,227	$476,782
5	SO	Southern Co	4,840	$463,236
6	CMS	Cms Energy Corp This page	3,400	$260,100

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,100	3,400	0.0%	Shares	Sole	2026-08-06
2026-03-31	$263,772	3,400	0.0%	Shares	Sole	2026-05-12
2025-12-31	$237,762	3,400	0.0%	Shares	Sole	2026-02-11
2025-09-30	$249,084	3,400	0.0%	Shares	Sole	2025-11-07
2025-06-30	$235,552	3,400	0.0%	Shares	Sole	2025-08-08
2025-03-31	$255,374	3,400	0.0%	Shares	Sole	2025-05-09
2024-12-31	$226,610	3,400	0.0%	Shares	Sole	2025-01-30
2024-09-30	$240,142	3,400	0.0%	Shares	Sole	2024-11-04
2024-06-30	$202,402	3,400	0.0%	Shares	Sole	2024-07-24
2024-03-31	$205,156	3,400	0.0%	Shares	Sole	2024-05-03
2023-03-31	$208,692	3,400	0.0%	Shares	Sole	2023-04-20
2022-12-31	$215,322	3,400	-18.1%	Shares	Sole	2023-01-25
2022-06-30	$280,125	4,150	+22.1%	Shares	Sole	2022-07-28
2022-03-31	$237,796	3,400	0.0%	Shares	Sole	2022-04-27
2021-12-31	$221,170	3,400	0.0%	Shares	Sole	2022-02-04
2021-09-30	$203,082	3,400	0.0%	Shares	Sole	2021-10-07
2021-06-30	$200,872	3,400	-12.8%	Shares	Sole	2021-08-04
2021-03-31	$238,758	3,900	-39.1%	Shares	Sole	2021-04-13
2020-12-31	$390,464	6,400	0.0%	Shares	Sole	2021-01-29
2020-09-30	$393,024	6,400	0.0%	Shares	Sole	2020-10-16
2020-06-30	$373,888	6,400	0.0%	Shares	Sole	2020-08-10
2020-03-31	$376,000	6,400	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.