CHATHAM CAPITAL GROUP, INC.

Position in CMS — Cms Energy Corp

CIK 1108969 SAVANNAH, GA

Position in CMS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$384,948

-$5,434 QoQ

Shares Held

5,032

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#465

of 814 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CHATHAM CAPITAL GROUP, INC. holds $3,238,247 across 5 Utilities - Regulated Electric names. CMS ranks #5 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	12,969	$1,241,262
2	LNT	Alliant Energy Corp	9,150	$698,053
3	NEE	Nextera Energy Inc	5,832	$511,874
4	ES	Eversource Energy	5,564	$402,110
5	CMS	Cms Energy Corp This page	5,032	$384,948

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,948	5,032	0.0%	Shares	Sole	2026-07-13
2026-03-31	$390,382	5,032	0.0%	Shares	Sole	2026-04-21
2025-12-31	$351,887	5,032	+6.4%	Shares	Sole	2026-01-14
2025-09-30	$346,519	4,730	0.0%	Shares	Sole	2025-10-15
2025-06-30	$327,694	4,730	0.0%	Shares	Sole	2025-07-17
2025-03-31	$355,270	4,730	-2.1%	Shares	Sole	2025-04-10
2024-12-31	$321,919	4,830	+2.1%	Shares	Sole	2025-02-07
2024-09-30	$334,079	4,730	0.0%	Shares	Sole	2024-10-16
2024-06-30	$281,576	4,730	-90.7%	Shares	Sole	2024-07-15
2024-03-31	$3,058,151	50,682	+4.9%	Shares	Sole	2024-04-18
2023-12-31	$2,806,813	48,335	+24.8%	Shares	Sole	2024-01-19
2023-09-30	$2,056,684	38,725	-1.0%	Shares	Sole	2023-10-26
2023-06-30	$2,297,418	39,105	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.