Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$66,937
+$5,727 QoQ
Shares Held
875
+10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#620
of 815 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. CMS ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
|
8,742 | $988,195 |
All Filings in CMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,937 | 875 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $61,210 | 789 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $64,125 | 917 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $61,831 | 844 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $39,974 | 577 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $32,973 | 439 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $21,727 | 326 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $8,334 | 118 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $6,429 | 108 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $3,016 | 50 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $2,903 | 50 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $2,549 | 48 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,698 | 97 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,787 | 78 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $7,536 | 119 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,930 | 119 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $9,315 | 138 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $9,651 | 138 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $8,976 | 138 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||