GREENLEAF TRUST

Position in CMS — Cms Energy Corp

CIK 1162170 KALAMAZOO, MI

Position in CMS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$870,340

+$46,054 QoQ

Shares Held

11,377

+7.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#375

of 816 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Utilities · as of Jun 30, 2026

GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. CMS ranks #15 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	94,364	$8,282,328
2	SO	Southern Co	28,986	$2,774,249
3	DUK	Duke Energy CORP	20,685	$2,618,306
4	AEP	American Electric Power Co Inc	11,485	$1,571,262
5	EXC	Exelon Corp	31,659	$1,475,941
6	ED	Consolidated Edison Inc	13,082	$1,447,260
7	XEL	Xcel Energy Inc	14,493	$1,163,787
8	CNP	Centerpoint Energy Inc	25,852	$1,138,522

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$870,340	11,377	+7.1%	Shares	Sole	2026-07-21
2026-03-31	$824,286	10,625	-3.9%	Shares	Sole	2026-04-27
2025-12-31	$773,145	11,056	+4.0%	Shares	Sole	2026-01-21
2025-09-30	$778,753	10,630	-4.1%	Shares	Sole	2025-10-22
2025-06-30	$767,621	11,080	-4.3%	Shares	Sole	2025-07-17
2025-03-31	$869,398	11,575	+1.8%	Shares	Sole	2025-04-30
2024-12-31	$757,477	11,365	-0.3%	Shares	Defined	2025-01-24
2024-09-30	$804,758	11,394	-5.8%	Shares	Defined	2024-10-22
2024-06-30	$719,836	12,092	+7.6%	Shares	Defined	2024-07-22
2024-03-31	$677,799	11,233	+7.5%	Shares	Defined	2024-04-29
2023-12-31	$606,599	10,446	+31.5%	Shares	Defined	2024-01-31
2023-09-30	$421,852	7,943	-13.8%	Shares	Defined	2023-11-09
2023-06-30	$541,616	9,219	+6.8%	Shares	Defined	2023-08-09
2023-03-31	$529,586	8,628	-51.3%	Shares	Defined	2023-05-11
2022-12-31	$1,122,334	17,722	+5.8%	Shares	Defined	2023-01-25
2022-09-30	$975,636	16,752	+0.2%	Shares	Defined	2022-11-10
2022-06-30	$1,129,005	16,726	-1.7%	Shares	Defined	2022-08-12
2022-03-31	$1,190,308	17,019	+0.9%	Shares	Defined	2022-04-27
2021-12-31	$1,097,653	16,874	+1.1%	Shares	Defined	2022-02-11
2021-09-30	$997,371	16,698	-38.1%	Shares	Defined	2021-11-12
2021-06-30	$1,594,746	26,993	+292.3%	Shares	Defined	2021-08-10
2021-03-31	$421,193	6,880	+0.2%	Shares	Defined	2021-04-30
2020-12-31	$418,711	6,863	-4.2%	Shares	Defined	2021-02-08
2020-09-30	$440,002	7,165	+6.8%	Shares	Defined	2020-10-30
2020-06-30	$391,881	6,708	-20.7%	Shares	Defined	2020-08-12
2020-03-31	$496,672	8,454	—	Shares	Defined	2020-04-29
No filing history on record for this holder in this stock.