Cox Capital Mgt LLC

Position in CMS — Cms Energy Corp

CIK 1748728 ANDOVER, MA

Position in CMS

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

Position Value

$1,322,608

-$1,190,548 QoQ

Shares Held

17,289

-51.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#329

of 815 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Cox Capital Mgt LLC holds $1,322,608 across 1 Utilities - Regulated Electric name. CMS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CMS	Cms Energy Corp This page	17,289	$1,322,608

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,322,608	17,289	-51.4%	Shares	Sole	2026-07-14
2024-09-30	$2,513,156	35,582	-1.2%	Shares	Sole	2024-10-10
2024-06-30	$2,143,615	36,009	-4.9%	Shares	Sole	2024-07-16
2024-03-31	$2,285,136	37,871	+6.1%	Shares	Sole	2024-04-10
2023-12-31	$2,073,563	35,708	-31.8%	Shares	Sole	2024-01-12
2023-09-30	$2,781,370	52,370	+8.2%	Shares	Sole	2023-10-10
2023-06-30	$2,844,616	48,419	-0.2%	Shares	Sole	2023-07-10
2023-03-31	$2,977,543	48,510	+49.8%	Shares	Sole	2023-04-11
2022-12-31	$2,050,942	32,385	+3.6%	Shares	Sole	2023-01-11
2022-09-30	$1,820,931	31,266	-0.2%	Shares	Sole	2022-10-11
2022-06-30	$2,115,315	31,338	-1.8%	Shares	Sole	2022-07-08
2022-03-31	$2,230,876	31,897	+0.1%	Shares	Sole	2022-04-05
2021-12-31	$2,073,403	31,874	+2.7%	Shares	Sole	2022-01-21
2021-09-30	$1,853,959	31,039	+1.0%	Shares	Sole	2021-10-06
2021-06-30	$1,816,473	30,746	+4.8%	Shares	Sole	2021-07-02
2021-03-31	$1,795,276	29,325	+2.5%	Shares	Sole	2021-04-01
2020-12-31	$1,746,045	28,619	+4.5%	Shares	Sole	2021-01-13
2020-09-30	$1,681,835	27,387	+1.8%	Shares	Sole	2020-10-02
2020-06-30	$1,571,673	26,903	+304.1%	Shares	Sole	2020-07-01
2020-03-31	$391,098	6,657	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.