Fulton Bank, N.A.

Position in CMS — Cms Energy Corp

CIK 883782 Lancaster, PA

Position in CMS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$484,780

+$33,808 QoQ

Shares Held

6,337

+9.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#438

of 815 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Fulton Bank, N.A. holds $25,852,006 across 15 Utilities - Regulated Electric names. CMS ranks #15 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	79,670	$3,787,511
2	DUK	Duke Energy CORP	24,295	$3,075,260
3	WEC	Wec Energy Group, Inc.	24,135	$2,818,243
4	NGG	National Grid PLC	31,544	$2,614,050
5	SO	Southern Co	26,987	$2,582,925
6	PPL	PPL Corp	51,984	$1,889,618
7	PEG	Public Service Enterprise Group Inc	21,163	$1,717,588
8	DTE	Dte Energy Co	10,220	$1,557,221

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,780	6,337	+9.0%	Shares	Sole	2026-07-09
2026-03-31	$450,972	5,813	+6.1%	Shares	Sole	2026-04-24
2025-12-31	$383,286	5,481	+5.0%	Shares	Sole	2026-01-08
2025-09-30	$382,270	5,218	-4.7%	Shares	Sole	2025-10-21
2025-06-30	$379,376	5,476	+3.7%	Shares	Sole	2025-07-10
2025-03-31	$396,580	5,280	-1.5%	Shares	Sole	2025-04-09
2024-12-31	$357,376	5,362	+15.9%	Shares	Sole	2025-01-08
2024-09-30	$326,875	4,628	+3.0%	Shares	Sole	2024-10-07
2024-06-30	$267,587	4,495	-0.8%	Shares	Sole	2024-07-09
2024-03-31	$273,279	4,529	-1.9%	Shares	Sole	2024-04-10
2023-12-31	$268,225	4,619	+10.1%	Shares	Sole	2024-01-24
2023-09-30	$222,796	4,195	-5.3%	Shares	Sole	2023-10-04
2023-06-30	$260,380	4,432	-0.4%	Shares	Sole	2023-07-06
2023-03-31	$273,263	4,452	-3.4%	Shares	Sole	2023-04-06
2022-12-31	$292,014	4,611	—	Shares	Sole	2023-01-05
No filing history on record for this holder in this stock.