CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionAcorn Wealth Advisors, LLC
Latest Disclosed Ownership6,430 shares
Latest Disclosed Value $ 498,853
Acorn Wealth Advisors, LLC reports 12.78% decrease in ownership of CMS1 / CMS Energy Corporation

On April 30, 2026 - Acorn Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 6,430 shares of CMS Energy Corporation (MX:CMS1) valued at $498,853 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 7,372 shares of CMS Energy Corporation. This represents a change in shares of -12.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F CMS ENERGY COM 125896100 6,430 -942 -12.78 499 -3.30 0.1454
2026-02-10 2025-12-31 13F CMS ENERGY COM 125896100 7,372 -15 -0.20 515 -4.81 0.1536
2025-10-31 2025-09-30 13F CMS ENERGY COM 125896100 7,387 44 0.60 541 6.50 0.1696
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 7,343 -145 -1.94 509 -9.61 0.1892
2025-05-01 2025-03-31 13F CMS ENERGY COM 125896100 7,488 40 0.54 562 13.31 0.2341
2025-02-04 2024-12-31 13F CMS ENERGY COM 125896100 7,448 46 0.62 496 -4.98 0.2050
2024-11-13 2024-09-30 13F CMS ENERGY COM 125896100 7,402 -113 -1.50 523 16.78 0.2246
2024-07-30 2024-06-30 13F CMS ENERGY COM 125896100 7,515 -66 -0.87 447 -2.19 0.2211
2024-04-26 2024-03-31 13F CMS ENERGY COM 125896100 7,581 -2,563 -25.27 457 -22.41 0.2388
2024-02-07 2023-12-31 13F CMS ENERGY COM 125896100 10,144 65 0.64 589 10.09 0.3492
2023-11-07 2023-09-30 13F CMS ENERGY COM 125896100 10,079 453 4.71 535 -5.31 0.3562
2023-08-02 2023-06-30 13F CMS ENERGY COM 125896100 9,626 305 3.27 566 -1.22 0.3856
2023-05-09 2023-03-31 13F CMS ENERGY COM 125896100 9,321 72 0.78 572 -2.39 0.4222
2023-02-10 2022-12-31 13F CMS ENERGY COM 125896100 9,249 -3 -0.03 586 8.72 0.4492
2022-11-09 2022-09-30 13F CMS ENERGY COM 125896100 9,252 38 0.41 539 -13.34 0.4417
2022-08-08 2022-06-30 13F CMS ENERGY COM 125896100 9,214 352 3.97 622 0.32 0.4910
2022-05-03 2022-03-31 13F CMS ENERGY COM 125896100 8,862 58 0.66 620 8.20 0.4266
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 8,804 58 0.66 573 9.77 0.3635
2021-11-12 2021-09-30 13F CMS ENERGY COM 125896100 8,746 53 0.61 522 1.56 0.3651
2021-08-16 2021-06-30 13F CMS ENERGY COM 125896100 8,693 -132 -1.50 514 -4.81 0.3551
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 8,825 61 0.70 540 0.93 0.3871
2021-02-16 2020-12-31 13F CMS ENERGY COM 125896100 8,764 51 0.59 535 0.00 0.4212
2020-11-04 2020-09-30 13F CMS ENERGY COM 125896100 8,713 302 3.59 535 8.96 0.4689
2020-08-19 2020-06-30 13F CMS ENERGY COM 125896100 8,411 -196 -2.28 491 -2.96 0.4569
2020-05-13 2020-03-31 13F C M S ENERGY COM 125896100 8,607 296 3.56 506 -2.32 0.5668
2020-02-07 2019-12-31 13F C M S ENERGY COM 125896100 8,311 34 0.41 518 3.39 0.4360
2019-11-21 2019-09-30 13F C M S ENERGY COM 125896100 8,277 615 8.03 501 8.91 0.4306
2019-08-14 2019-06-30 13F C M S ENERGY COM 125896100 7,662 12 0.16 460 9.26 0.4209
2019-05-08 2019-03-31 13F C M S ENERGY COM 125896100 7,650 281 3.81 421 16.30 0.3800
2019-02-04 2018-12-31 13F C M S ENERGY COM 125896100 7,369 -1,201 -14.01 362 -12.56 0.3709
2018-11-13 2018-09-30 13F C M S ENERGY COM 125896100 8,570 216 2.59 414 3.50 0.4085
2018-08-10 2018-06-30 13F C M S ENERGY COM 125896100 8,354 31 0.37 400 1.52 0.3405
2018-05-14 2018-03-31 13F C M S ENERGY COM 125896100 8,323 109 1.33 394 4.23 0.3409
2018-02-14 2017-12-31 13F C M S ENERGY COM 125896100 8,214 8,214 378 0.3450
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.