Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,807,537
-$409,522 QoQ
Shares Held
141,275
-2.3% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#148
of 813 holders
Holding Since
Sep 2020
12 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, 2026BOKF, NA holds $91,835,441 across 24 Utilities - Regulated Electric names. CMS ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
166,096 | $21,024,431 | |
| 2 | AEP |
American Electric Power Co Inc
|
128,246 | $17,545,335 | |
| 3 | FE |
Firstenergy Corp
|
327,898 | $15,588,270 | |
| 4 | CMS |
Cms Energy Corp
This page
|
141,275 | $10,807,537 | |
| 5 | NEE |
Nextera Energy Inc
|
98,620 | $8,655,876 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
41,074 | $3,333,565 | |
| 7 | CNP |
Centerpoint Energy Inc
|
73,930 | $3,255,876 | |
| 8 | SO |
Southern Co
|
28,580 | $2,735,391 |
All Filings in CMS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,807,537 | 141,275 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,217,059 | 144,587 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,238,730 | 146,414 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,211,050 | 153,031 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,553,075 | 152,325 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,571,070 | 154,055 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,223,760 | 78,376 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,534,152 | 120,829 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,309 | 22 | Shares | Defined | 2024-08-08 | |
| 2021-03-31 | $459,822 | 7,511 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $773,667 | 12,681 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $503,131 | 8,193 | Shares | Other | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||