Position in CMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,896
+$397 QoQ
Shares Held
64
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#726
of 814 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SouthState Bank Corp holds $37,531,930 across 26 Utilities - Regulated Electric names. CMS ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
302,610 | $26,560,079 | |
| 2 | DUK |
Duke Energy CORP
|
43,805 | $5,544,836 | |
| 3 | SO |
Southern Co
|
31,080 | $2,974,666 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,414 | $740,688 | |
| 5 | D |
Dominion Energy, Inc
|
9,899 | $676,002 | |
| 6 | XEL |
Xcel Energy Inc
|
4,931 | $395,958 | |
| 7 | ED |
Consolidated Edison Inc
|
2,440 | $269,936 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,149 | $93,252 |
All Filings in CMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,896 | 64 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $4,499 | 58 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,131 | 102 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,443 | 47 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $5,126 | 74 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $9,689 | 129 | Shares | Defined | 2025-05-12 | |
| 2022-09-30 | $1,281 | 22 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $1,485 | 22 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $71,478 | 1,022 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $1,431 | 22 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||