Aquatic Capital Management LLC

Position in CMS — Cms Energy Corp

CIK 1803916 CHICAGO, IL

Position in CMS

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

Position Value

$2,937,982

+$1,321,914 QoQ

Shares Held

38,405

+84.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#250

of 815 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Aquatic Capital Management LLC holds $50,285,009 across 19 Utilities - Regulated Electric names. CMS ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	112,406	$12,910,953
2	NEE	Nextera Energy Inc	138,177	$12,127,795
3	AEP	American Electric Power Co Inc	50,334	$6,886,194
4	XEL	Xcel Energy Inc	63,582	$5,105,634
5	CMS	Cms Energy Corp This page	38,405	$2,937,982
6	LNT	Alliant Energy Corp	30,610	$2,335,236
7	DTE	Dte Energy Co	12,959	$1,974,562
8	PNW	Pinnacle West Capital Corp	18,216	$1,949,112

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,937,982	38,405	+84.4%	Shares	Sole	2026-08-14
2026-03-31	$1,616,068	20,831	+203.0%	Shares	Sole	2026-05-15
2025-12-31	$480,698	6,874	-87.2%	Shares	Sole	2026-02-17
2024-06-30	$3,190,808	53,600	+13.1%	Shares	Sole	2024-08-14
2024-03-31	$2,860,116	47,400	+218.1%	Shares	Sole	2024-05-15
2023-09-30	$791,339	14,900	-8.6%	Shares	Sole	2023-11-14
2023-06-30	$957,625	16,300	-65.5%	Shares	Sole	2023-08-14
2022-09-30	$2,748,928	47,200	+1952.2%	Shares	Sole	2022-11-14
2022-06-30	$155,250	2,300	+283.3%	Shares	Sole	2022-08-15
2021-12-31	$39,030	600	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.