NICHOLAS COMPANY, INC.

Position in CMS — Cms Energy Corp

CIK 903949 MILWAUKEE, WI

Position in CMS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,972,592

-$976,642 QoQ

Shares Held

91,145

-11.0% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#177

of 814 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

NICHOLAS COMPANY, INC. holds $31,354,853 across 4 Utilities - Regulated Electric names. CMS ranks #4 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	104,080	$9,135,101
2	LNT	Alliant Energy Corp	102,695	$7,834,601
3	WEC	Wec Energy Group, Inc.	63,480	$7,412,559
4	CMS	Cms Energy Corp This page	91,145	$6,972,592

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,972,592	91,145	-11.0%	Shares	Sole	2026-08-05
2026-03-31	$7,949,234	102,465	-32.6%	Shares	Sole	2026-05-04
2025-12-31	$10,632,157	152,040	-6.1%	Shares	Sole	2026-02-04
2025-09-30	$11,857,131	161,850	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$11,213,660	161,860	-3.4%	Shares	Sole	2025-08-05
2025-03-31	$12,587,684	167,590	0.0%	Shares	Sole	2025-05-08
2024-12-31	$11,169,873	167,590	-0.1%	Shares	Sole	2025-02-10
2024-09-30	$11,842,885	167,675	0.0%	Shares	Sole	2024-11-12
2024-06-30	$9,981,692	167,675	0.0%	Shares	Sole	2024-07-24
2024-03-31	$10,117,509	167,675	+31.6%	Shares	Sole	2024-05-14
2023-12-31	$7,397,537	127,390	+6.7%	Shares	Sole	2024-02-13
2023-09-30	$6,341,599	119,405	-0.4%	Shares	Sole	2024-02-13
2023-06-30	$7,045,593	119,925	0.0%	Shares	Sole	2024-02-13
2023-03-31	$7,360,996	119,925	+0.1%	Shares	Sole	2024-02-13
2022-12-31	$7,589,150	119,835	+33.6%	Shares	Sole	2024-02-13
2022-09-30	$5,223,254	89,685	+0.0%	Shares	Sole	2024-02-13
2022-06-30	$6,051,712	89,655	+0.0%	Shares	Sole	2024-02-13
2022-03-31	$6,268,372	89,625	-0.2%	Shares	Sole	2024-02-13
2021-12-31	$5,843,116	89,825	0.0%	Shares	Sole	2022-02-11
2021-09-30	$5,365,247	89,825	-0.0%	Shares	Sole	2021-11-15
2021-06-30	$5,308,928	89,860	0.0%	Shares	Sole	2021-08-12
2021-03-31	$5,501,229	89,860	0.0%	Shares	Sole	2021-05-14
2020-12-31	$5,482,358	89,860	-0.9%	Shares	Sole	2021-02-10
2020-09-30	$5,567,430	90,660	+11.9%	Shares	Sole	2020-11-13
2020-06-30	$4,732,020	81,000	+84.1%	Shares	Sole	2020-08-13
2020-03-31	$2,585,000	44,000	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.