Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,070,693
-$15,038 QoQ
Shares Held
13,996
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#352
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiduciary Trust Co holds $39,330,557 across 16 Utilities - Regulated Electric names. CMS ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
293,950 | $25,799,991 | |
| 2 | AEP |
American Electric Power Co Inc
|
23,267 | $3,183,157 | |
| 3 | ETR |
Entergy Corp /De/
|
22,297 | $2,561,032 | |
| 4 | SO |
Southern Co
|
12,781 | $1,223,268 | |
| 5 | CMS |
Cms Energy Corp
This page
|
13,996 | $1,070,693 | |
| 6 | LNT |
Alliant Energy Corp
|
13,569 | $1,035,178 | |
| 7 | DUK |
Duke Energy CORP
|
7,727 | $978,082 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,802 | $677,498 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,693 | 13,996 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,085,731 | 13,995 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $981,257 | 14,032 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,053,331 | 14,378 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $970,543 | 14,009 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,035,841 | 13,791 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $911,038 | 13,669 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,000,755 | 14,169 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $604,407 | 10,153 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $612,631 | 10,153 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $589,584 | 10,153 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $540,447 | 10,176 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $597,839 | 10,176 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $622,454 | 10,141 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $642,292 | 10,142 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $589,329 | 10,119 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $651,644 | 9,654 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $675,689 | 9,661 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $628,187 | 9,657 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $576,811 | 9,657 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $570,535 | 9,657 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $576,998 | 9,425 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $576,604 | 9,451 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $580,385 | 9,451 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $553,762 | 9,479 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $557,419 | 9,488 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||