SIMPLEX TRADING, LLC

Position in CMS — Cms Energy Corp

CIK 1488542 CHICAGO, IL

Position in CMS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$98,302

+$12,654 QoQ

Shares Held

1,285

+16.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#604

of 814 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SIMPLEX TRADING, LLC holds $7,336,811 across 14 Utilities - Regulated Electric names. CMS ranks #10 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	14,605	$1,848,700
2	ETR	Entergy Corp /De/	13,431	$1,542,684
3	SO	Southern Co	13,084	$1,252,269
4	HE	Hawaiian Electric Industries Inc	62,708	$848,439
5	ED	Consolidated Edison Inc	4,442	$491,418
6	POR	Portland General Electric Co /Or/	8,426	$436,719
7	TXNM	Txnm Energy Inc	5,144	$292,076
8	WEC	Wec Energy Group, Inc.	2,165	$252,807

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,302	1,285	+16.4%	Shares	Sole	2026-08-12
2026-03-31	$85,648	1,104	-77.4%	Shares	Sole	2026-05-14
2025-12-31	$340,978	4,876	+733.5%	Shares	Sole	2026-02-11
2025-09-30	$42,857	585	-93.1%	Shares	Sole	2025-11-12
2025-03-31	$640,087	8,522	+569.4%	Shares	Sole	2025-05-12
2024-09-30	$89,911	1,273	+5.9%	Shares	Sole	2024-11-08
2024-06-30	$71,555	1,202	-59.7%	Shares	Sole	2024-07-25
2024-03-31	$180,054	2,984	-42.5%	Shares	Sole	2024-04-25
2023-12-31	$301,151	5,186	+924.9%	Shares	Sole	2024-02-02
2022-03-31	$35,389	506	-90.5%	Shares	Sole	2022-05-02
2021-12-31	$344,895	5,302	-55.2%	Shares	Sole	2022-02-23
2021-09-30	$707,083	11,838	+4.4%	Shares	Sole	2021-10-28
2021-06-30	$670,144	11,343	+57.4%	Shares	Sole	2021-08-12
2021-03-31	$441,090	7,205	+329.6%	Shares	Sole	2021-04-26
2020-12-31	$102,313	1,677	+53.9%	Shares	Sole	2021-02-02
2020-03-31	$64,037	1,090	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.