FOSTER & MOTLEY INC

Position in CMS — Cms Energy Corp

CIK 1163902 CINCINNATI, OH

Position in CMS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$614,218

-$63,986 QoQ

Shares Held

8,029

-8.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#417

of 813 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FOSTER & MOTLEY INC holds $8,626,827 across 9 Utilities - Regulated Electric names. CMS ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	42,686	$3,177,972
2	EXC	Exelon Corp	31,235	$1,456,175
3	ETR	Entergy Corp /De/	11,497	$1,320,545
4	CMS	Cms Energy Corp This page	8,029	$614,218
5	OGE	Oge Energy Corp.	11,221	$546,013
6	DUK	Duke Energy CORP	3,405	$431,004
7	ED	Consolidated Edison Inc	3,779	$418,070
8	AEP	American Electric Power Co Inc	2,838	$388,266

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,218	8,029	-8.2%	Shares	Sole	2026-08-07
2026-03-31	$678,204	8,742	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$610,768	8,734	0.0%	Shares	Sole	2026-01-15
2025-09-30	$639,852	8,734	-5.3%	Shares	Sole	2025-10-23
2025-06-30	$639,177	9,226	0.0%	Shares	Sole	2025-07-29
2025-03-31	$692,964	9,226	0.0%	Shares	Sole	2025-05-08
2024-12-31	$614,912	9,226	-0.5%	Shares	Sole	2025-01-23
2024-09-30	$654,740	9,270	-1.9%	Shares	Sole	2024-10-30
2024-06-30	$562,677	9,452	-1.3%	Shares	Sole	2024-08-02
2024-03-31	$578,057	9,580	+0.3%	Shares	Sole	2024-04-18
2023-12-31	$554,452	9,548	0.0%	Shares	Sole	2024-02-01
2023-09-30	$507,094	9,548	-5.6%	Shares	Sole	2023-10-24
2023-06-30	$594,021	10,111	-5.0%	Shares	Sole	2023-08-08
2023-03-31	$653,574	10,648	-3.6%	Shares	Sole	2023-05-09
2022-12-31	$699,669	11,048	-3.4%	Shares	Sole	2023-02-09
2022-09-30	$665,916	11,434	-0.2%	Shares	Sole	2022-11-04
2022-06-30	$773,482	11,459	-1.0%	Shares	Sole	2022-08-09
2022-03-31	$809,835	11,579	-1.2%	Shares	Sole	2022-04-28
2021-12-31	$762,320	11,719	-0.3%	Shares	Sole	2022-01-25
2021-09-30	$702,126	11,755	-3.8%	Shares	Sole	2021-10-29
2021-06-30	$721,957	12,220	+3.9%	Shares	Sole	2021-07-20
2021-03-31	$720,192	11,764	-9.8%	Shares	Sole	2021-04-26
2020-12-31	$795,631	13,041	+2.6%	Shares	Sole	2021-02-01
2020-09-30	$780,889	12,716	-7.8%	Shares	Sole	2020-10-19
2020-06-30	$805,553	13,789	-19.7%	Shares	Sole	2020-07-20
2020-03-31	$1,008,326	17,163	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.