Position in CMS
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$336,906
-$4,756 QoQ
Shares Held
4,404
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#486
of 813 holders
Holding Since
Dec 2023
11 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, 2026Trust Co of the South holds $3,084,164 across 4 Utilities - Regulated Electric names. CMS ranks #4 (10.9% of the industry book) .
All Filings in CMS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,906 | 4,404 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $341,662 | 4,404 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $307,971 | 4,404 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $322,637 | 4,404 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $305,109 | 4,404 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $332,211 | 4,423 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $293,526 | 4,404 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $311,054 | 4,404 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $262,170 | 4,404 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $265,737 | 4,404 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $255,740 | 4,404 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||