Colonial Trust Co / SC

Bank

Position in CMS — Cms Energy Corp

CIK 1954093 SPARTANBURG, SC

Position in CMS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$154,683

-$3,425 QoQ

Shares Held

2,022

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#590

of 816 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Co / SC holds $15,721,516 across 24 Utilities - Regulated Electric names. CMS ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	57,913	$7,330,627
2	NEE	Nextera Energy Inc	49,118	$4,311,086
3	WEC	Wec Energy Group, Inc.	21,044	$2,457,307
4	SO	Southern Co	3,558	$340,536
5	AEP	American Electric Power Co Inc	2,042	$279,366
6	D	Dominion Energy, Inc	3,538	$241,610
7	XEL	Xcel Energy Inc	2,745	$220,423
8	CMS	Cms Energy Corp This page	2,022	$154,683

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$154,683	2,022	-0.8%	Shares	Sole	2026-08-11
2026-03-31	$158,108	2,038	-0.1%	Shares	Sole	2026-05-12
2025-12-31	$142,727	2,041	0.0%	Shares	Sole	2026-02-12
2025-09-30	$149,523	2,041	-0.2%	Shares	Sole	2025-11-10
2025-06-30	$141,746	2,046	+0.8%	Shares	Sole	2025-08-13
2025-03-31	$152,473	2,030	+1.2%	Shares	Sole	2025-05-14
2024-12-31	$133,699	2,006	+0.2%	Shares	Sole	2025-02-14
2024-09-30	$141,330	2,001	+2.5%	Shares	Sole	2024-11-12
2024-06-30	$116,262	1,953	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$116,516	1,931	0.0%	Shares	Sole	2024-05-14
2023-12-31	$112,133	1,931	0.0%	Shares	Sole	2024-02-14
2023-09-30	$102,555	1,931	+2.0%	Shares	Sole	2023-11-13
2023-06-30	$111,272	1,894	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$116,130	1,892	0.0%	Shares	Sole	2023-05-11
2022-12-31	$119,820	1,892	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.