Bruce & Co., Inc.

Position in CMS — Cms Energy Corp

CIK 1358331 CHICAGO, IL

Position in CMS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,704,500

-$397,980 QoQ

Shares Held

153,000

-1.9% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

3.71%

of 13F equity value

Holder Rank

#140

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

Bruce & Co., Inc. holds $45,150,716 across 4 Utilities - Regulated Electric names. CMS ranks #3 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	144,816	$18,330,809
2	XEL	Xcel Energy Inc	182,500	$14,654,750
3	CMS	Cms Energy Corp This page	153,000	$11,704,500
4	WEC	Wec Energy Group, Inc.	3,945	$460,657

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,704,500	153,000	-1.9%	Shares	Sole	2026-08-14
2026-03-31	$12,102,480	156,000	0.0%	Shares	Sole	2026-05-14
2025-12-31	$10,909,080	156,000	0.0%	Shares	Sole	2026-02-13
2025-09-30	$11,428,560	156,000	-20.4%	Shares	Sole	2025-11-13
2025-06-30	$13,578,880	196,000	-13.3%	Shares	Sole	2025-08-14
2025-03-31	$16,974,860	226,000	-21.0%	Shares	Sole	2025-05-14
2024-12-31	$19,061,900	286,000	-7.7%	Shares	Sole	2025-02-11
2024-09-30	$21,895,300	310,000	-3.1%	Shares	Sole	2024-11-14
2024-06-30	$19,049,600	320,000	+1.3%	Shares	Sole	2024-08-09
2024-03-31	$19,067,440	316,000	0.0%	Shares	Sole	2024-05-13
2023-12-31	$18,350,120	316,000	-11.2%	Shares	Sole	2024-02-12
2023-09-30	$18,907,160	356,000	-14.6%	Shares	Sole	2023-11-13
2023-06-30	$24,484,356	416,755	0.0%	Shares	Sole	2023-08-08
2023-03-31	$25,580,421	416,755	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$26,503,605	418,500	0.0%	Shares	Sole	2023-02-15
2022-09-30	$24,373,440	418,500	-6.7%	Shares	Sole	2022-11-15
2022-06-30	$30,273,750	448,500	-4.3%	Shares	Sole	2022-08-09
2022-03-31	$32,766,890	468,500	0.0%	Shares	Sole	2022-05-11
2021-12-31	$30,475,925	468,500	0.0%	Shares	Sole	2022-02-16
2021-09-30	$27,983,505	468,500	-4.7%	Shares	Sole	2021-11-12
2021-06-30	$29,055,544	491,800	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$30,169,216	492,800	0.0%	Shares	Sole	2021-05-17
2020-12-31	$30,065,728	492,800	0.0%	Shares	Sole	2021-02-16
2020-09-30	$30,262,848	492,800	0.0%	Shares	Sole	2020-11-13
2020-06-30	$28,789,376	492,800	0.0%	Shares	Sole	2020-08-14
2020-03-31	$28,952,000	492,800	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.