Position in CMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,118,607
-$387,782 QoQ
Shares Held
53,838
-7.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#215
of 814 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $210,182,416 across 30 Utilities - Regulated Electric names. CMS ranks #21 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
364,555 | $31,996,992 | |
| 2 | SO |
Southern Co
|
197,480 | $18,900,810 | |
| 3 | DUK |
Duke Energy CORP
|
136,338 | $17,257,664 | |
| 4 | AEP |
American Electric Power Co Inc
|
94,986 | $12,995,034 | |
| 5 | D |
Dominion Energy, Inc
|
153,393 | $10,475,207 | |
| 6 | ETR |
Entergy Corp /De/
|
80,349 | $9,228,886 | |
| 7 | XEL |
Xcel Energy Inc
|
108,432 | $8,707,089 | |
| 8 | EXC |
Exelon Corp
|
178,644 | $8,328,383 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,118,607 | 53,838 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,506,389 | 58,087 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,937,338 | 56,304 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,215,087 | 57,536 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,092,438 | 59,071 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,386,574 | 58,402 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,827,776 | 57,431 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,142,308 | 58,648 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,593,349 | 60,362 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,641,941 | 60,357 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,191,318 | 72,177 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,963,758 | 74,633 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,289,043 | 73,005 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,664,757 | 75,998 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,733,220 | 74,739 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,473,705 | 76,815 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,662,777 | 83,893 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,079,462 | 72,626 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $5,060,759 | 77,798 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,676,142 | 78,288 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,791,919 | 81,109 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $956,929 | 15,631 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $987,385 | 16,184 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $996,193 | 16,222 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $966,967 | 16,552 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,426,140 | 41,296 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||