CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership290,135 shares
Latest Disclosed Value $ 22,508,738
AE Wealth Management LLC reports 14.78% increase in ownership of CMS1 / CMS Energy Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 290,135 shares of CMS Energy Corporation (MX:CMS1) valued at $22,508,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 252,774 shares of CMS Energy Corporation. This represents a change in shares of 14.78% 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)
2026-05-13 2026-03-31 13F CMS ENERGY COM 125896100 290,135 37,361 14.78 22,509 27.34 0.1217
2026-01-26 2025-12-31 13F CMS ENERGY COM 125896100 252,774 8,609 3.53 17,676 -1.18 0.1015
2025-11-03 2025-09-30 13F CMS ENERGY COM 125896100 244,165 13,481 5.84 17,888 11.93 0.1140
2025-08-06 2025-06-30 13F CMS ENERGY COM 125896100 230,684 -12,135 -5.00 15,982 -12.38 0.1168
2025-05-06 2025-03-31 13F CMS ENERGY COM 125896100 242,819 27,224 12.63 18,238 26.93 0.1534
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 215,595 12,752 6.29 14,369 0.30 0.1219
2024-11-14 2024-09-30 13F CMS ENERGY COM 125896100 202,843 75 0.04 14,327 18.69 0.1300
2024-08-12 2024-06-30 13F CMS ENERGY COM 125896100 202,768 9,562 4.95 12,071 3.54 0.1207
2024-05-15 2024-03-31 13F CMS ENERGY COM 125896100 193,206 -41,324 -17.62 11,658 -11.86 0.1318
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 234,530 -32,765 -12.26 13,225 -6.84 0.0675
2023-10-11 2023-09-30 13F CMS ENERGY COM 125896100 267,295 -15,593 -5.51 14,196 -14.58 0.0848
2023-07-10 2023-06-30 13F CMS ENERGY COM 125896100 282,888 -485 -0.17 16,620 -4.45 0.0999
2023-04-14 2023-03-31 13F CMS ENERGY COM 125896100 283,373 88,095 45.11 17,393 40.65 0.1119
2023-01-31 2022-12-31 13F CMS ENERGY COM 125896100 195,278 53,297 37.54 12,367 49.55 0.0894
2022-10-25 2022-09-30 13F CMS ENERGY COM 125896100 141,981 44,908 46.26 8,269 26.21 0.0656
2022-08-03 2022-06-30 13F CMS ENERGY COM 125896100 97,073 33,426 52.52 6,552 47.20 0.0524
2022-04-18 2022-03-31 13F CMS ENERGY COM 125896100 63,647 11,468 21.98 4,451 31.14 0.0305
2022-01-20 2021-12-31 13F CMS ENERGY COM 125896100 52,179 5,197 11.06 3,394 20.96 0.0237
2021-11-01 2021-09-30 13F CMS ENERGY COM 125896100 46,982 6,984 17.46 2,806 18.75 0.0231
2021-07-21 2021-06-30 13F CMS ENERGY COM 125896100 39,998 15,781 65.16 2,363 59.34 0.0206
2021-04-27 2021-03-31 13F CMS ENERGY COM 125896100 24,217 3,284 15.69 1,483 16.13 0.0150
2021-02-01 2020-12-31 13F CMS ENERGY COM 125896100 20,933 15,928 318.24 1,277 315.96 0.0145
2020-11-06 2020-09-30 13F CMS ENERGY COM 125896100 5,005 219 4.58 307 9.64 0.0044
2020-08-05 2020-06-30 13F CMS ENERGY COM 125896100 4,786 -4,457 -48.22 280 -48.43 0.0043
2020-05-07 2020-03-31 13F CMS ENERGY COM 125896100 9,243 2,700 41.27 543 32.12 0.0125
2020-01-15 2019-12-31 13F CMS ENERGY COM 125896100 6,543 6,543 411 0.0089
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.