Thiel Macro LLC

Position in CMS — Cms Energy Corp

CIK 1562087 LOS ANGELES, CA

Position in CMS

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

Position Value

$39,559,986

New position

Shares Held

517,124

first reported quarter

Ownership

0.165%

of shares outstanding

% of Portfolio

9.45%

of 13F equity value

Holder Rank

#83

of 814 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Thiel Macro LLC holds $161,977,348 across 4 Utilities - Regulated Electric names. CMS ranks #4 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	308,617	$42,221,891
2	DTE	Dte Energy Co	264,450	$40,294,246
3	FE	Firstenergy Corp	839,319	$39,901,225
4	CMS	Cms Energy Corp This page	517,124	$39,559,986

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,559,986	517,124	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.