Position in CMS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$22,950
-$324 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#657
of 814 holders
Holding Since
Mar 2024
9 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, 2026Hilltop National Bank holds $6,442,997 across 24 Utilities - Regulated Electric names. CMS ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
28,558 | $2,733,285 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
9,688 | $786,277 | |
| 3 | NEE |
Nextera Energy Inc
|
6,367 | $558,830 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,952 | $403,862 | |
| 5 | PPL |
PPL Corp
|
8,750 | $318,062 | |
| 6 | AEE |
Ameren Corp
|
2,608 | $294,808 | |
| 7 | DUK |
Duke Energy CORP
|
2,154 | $272,652 | |
| 8 | XEL |
Xcel Energy Inc
|
2,529 | $203,078 |
All Filings in CMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,950 | 300 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $23,274 | 300 | Shares | Defined | 2026-04-02 | |
| 2025-12-31 | $20,979 | 300 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $21,978 | 300 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $20,784 | 300 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $19,995 | 300 | Shares | Defined | 2025-01-10 | |
| 2024-09-30 | $21,189 | 300 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $17,859 | 300 | Shares | Defined | 2024-07-10 | |
| 2024-03-31 | $18,102 | 300 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||