Position in CMS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,814
-$82 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#720
of 814 holders
Holding Since
Dec 2021
19 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, 2026City State Bank holds $6,163,430 across 22 Utilities - Regulated Electric names. CMS ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
17,644 | $1,346,060 | |
| 2 | NEE |
Nextera Energy Inc
|
10,466 | $918,600 | |
| 3 | SO |
Southern Co
|
8,788 | $841,099 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,655 | $773,660 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,492 | $641,300 | |
| 6 | ED |
Consolidated Edison Inc
|
4,800 | $531,024 | |
| 7 | DUK |
Duke Energy CORP
|
2,292 | $290,121 | |
| 8 | XEL |
Xcel Energy Inc
|
2,602 | $208,940 |
All Filings in CMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,814 | 76 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,896 | 76 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,314 | 76 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,761 | 65 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,503 | 65 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,882 | 65 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,332 | 65 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,590 | 65 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,869 | 65 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $3,922 | 65 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,774 | 65 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3 | 65 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,818 | 65 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,989 | 65 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $4,116 | 65 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,785 | 65 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,387 | 65 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $4,546 | 65 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $4,228 | 65 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||