Mattson Financial Services, LLC

Position in CMS — Cms Energy Corp

CIK 2034595 KENTWOOD, MI

Position in CMS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$305,923

-$4,319 QoQ

Shares Held

3,999

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#503

of 816 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Mattson Financial Services, LLC holds $5,641,954 across 5 Utilities - Regulated Electric names. CMS ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	27,338	$2,399,456
2	EIX	Edison International	19,733	$1,469,121
3	AEP	American Electric Power Co Inc	8,631	$1,180,807
4	CMS	Cms Energy Corp This page	3,999	$305,923
5	NGG	National Grid PLC	3,459	$286,647

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,923	3,999	0.0%	Shares	Sole	2026-08-04
2026-03-31	$310,242	3,999	0.0%	Shares	Sole	2026-05-11
2025-12-31	$279,650	3,999	-4.3%	Shares	Sole	2026-02-12
2025-09-30	$306,080	4,178	+1274.3%	Shares	Sole	2025-10-17
2025-03-31	$22,832	304	-81.4%	Shares	Sole	2025-05-22
2024-12-31	$108,705	1,631	+811.2%	Shares	Sole	2025-03-10
2024-09-30	$12,642	179	0.0%	Shares	Sole	2024-10-08
2024-06-30	$10,655	179	—	Shares	Sole	2024-09-30
No filing history on record for this holder in this stock.