CMS ENERGY CORP

Ticker: CMS CUSIP: 125896100 Class: COM

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 16,116 Value ($000) $1,127 Avg Close $72.50 Range $68.82 - $75.54

Q3 2025

Shares 18,834 Value ($000) $1,380 Avg Close $71.07 Range $67.62 - $74.06

Q2 2025

Shares 8,334 Value ($000) $577 Avg Close $69.97 Range $66.64 - $74.76

Q3 2024

Shares 6,551 Value ($000) $463 Avg Close $63.02 Range $55.90 - $68.39

Q2 2024

Shares 3,575 Value ($000) $213 Avg Close $57.61 Range $53.65 - $60.67

Q4 2017

Shares 1,167 Value ($000) $52 Avg Close $38.09 Range $35.88 - $40.09

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16,116	$1,127	$72.50	$68.82 - $75.54
Q3 2025	18,834	$1,380	$71.07	$67.62 - $74.06
Q2 2025	8,334	$577	$69.97	$66.64 - $74.76
Q3 2024	6,551	$463	$63.02	$55.90 - $68.39
Q2 2024	3,575	$213	$57.61	$53.65 - $60.67
Q4 2017	1,167	$52	$38.09	$35.88 - $40.09