Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,231,597
+$552,987 QoQ
Shares Held
55,315
+16.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#214
of 814 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GLENMEDE TRUST CO NA holds $224,142,659 across 30 Utilities - Regulated Electric names. CMS ranks #12 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
811,884 | $71,259,057 | |
| 2 | EXC |
Exelon Corp
|
583,707 | $27,212,419 | |
| 3 | DTE |
Dte Energy Co
|
114,286 | $17,413,757 | |
| 4 | POR |
Portland General Electric Co /Or/
|
245,414 | $12,719,806 | |
| 5 | EIX |
Edison International
|
148,560 | $11,060,291 | |
| 6 | AEP |
American Electric Power Co Inc
|
78,453 | $10,733,154 | |
| 7 | SO |
Southern Co
|
92,115 | $8,816,325 | |
| 8 | DUK |
Duke Energy CORP
|
69,499 | $8,797,181 |
All Filings in CMS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,231,597 | 55,315 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,678,610 | 47,417 | Shares | Defined | 2026-05-26 | |
| 2025-12-31 | $2,925,310 | 41,832 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,178,025 | 15,684 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $982,087 | 14,735 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,518,221 | 49,812 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,326,566 | 22,284 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,295,439 | 21,469 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $762,342 | 13,128 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $924,698 | 17,411 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $741,248 | 12,617 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $774,431 | 12,617 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $585,422 | 9,244 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $596,610 | 10,244 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $605,475 | 8,970 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $616,031 | 8,808 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,075,016 | 16,526 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $1,207,262 | 20,212 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $961,940 | 16,282 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,057,942 | 17,281 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,206,167 | 19,770 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,207,996 | 19,671 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $986,188 | 16,881 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $731,790 | 12,456 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||