CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionAPG Asset Management N.V.
Latest Disclosed Ownership271,474 shares
Latest Disclosed Value $ 18,278,904
APG Asset Management N.V. reports 5.15% decrease in ownership of CMS1 / CMS Energy Corporation

On May 13, 2026 - APG Asset Management N.V. filed a 13F-HR form disclosing ownership of 271,474 shares of CMS Energy Corporation (MX:CMS1) valued at $18,278,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 286,208 shares of CMS Energy Corporation. This represents a change in shares of -5.15% 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 271,474 -14,734 -5.15 18,279 7.26 0.0579
2026-02-12 2025-12-31 13F CMS ENERGY COM 125896100 286,208 -164,858 -36.55 17,042 -39.41 0.0484
2025-11-12 2025-09-30 13F CMS ENERGY COM 125896100 451,066 -9,529 -2.07 28,123 3.45 0.0789
2025-08-12 2025-06-30 13F CMS ENERGY COM 125896100 460,595 148,319 47.50 27,184 25.20 0.0805
2025-05-14 2025-03-31 13F CMS ENERGY COM 125896100 312,276 -30,500 -8.90 21,714 -1.58 0.0673
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 342,776 -246,889 -41.87 22,063 -40.88 0.0615
2024-11-14 2024-09-30 13F CMS ENERGY COM 125896100 589,665 -322,293 -35.34 37,317 -26.33 0.2477
2024-08-14 2024-06-30 13F CMS ENERGY COM 125896100 911,958 -7,917 -0.86 50,654 -1.44 0.0904
2024-05-14 2024-03-31 13F CMS ENERGY COM 125896100 919,875 10,371 1.14 51,394 7.49 0.0900
2024-02-13 2023-12-31 13F CMS ENERGY COM 125896100 909,504 70,619 8.42 47,811 7.31 0.0933
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 838,885 -20,397 -2.37 44,553 -3.71 0.0911
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 859,282 -81,264 -8.64 46,272 -12.92 0.0933
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 940,546 -137,280 -12.74 53,137 78,042.65 0.1127
2023-02-14 2022-12-31 13F CMS ENERGY COM 125896100 1,077,826 126,660 13.32 68 -99.88 0.1298
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 951,166 -226,231 -19.21 56,547 -25.61 0.1459
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 1,177,397 -154,646 -11.61 76,019 -9.21 0.1782
2022-05-12 2022-03-31 13F CMS ENERGY COM 125896100 1,332,043 -101,237 -7.06 83,731 2.13 0.1582
2022-02-11 2021-12-31 13F CMS ENERGY COM 125896100 1,433,280 -25,519 -1.75 81,986 9.05 0.1393
2021-11-15 2021-09-30 13F/A-1 CMS ENERGY COM 125896100 1,458,799 -47,803 -3.17 75,184 0.17 0.1336
2021-11-15 2021-09-30 13F CMS ENERGY COM 125896100 1,458,799 -47,803 75,184 0.1351
2021-08-13 2021-06-30 13F CMS ENERGY COM 125896100 1,506,602 -2,514 -0.17 75,057 -4.52 0.1275
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 1,509,116 180,080 13.55 78,608 18.62 0.1342
2021-02-12 2020-12-31 13F CMS ENERGY COM 125896100 1,329,036 158,726 13.56 66,270 8.13 0.1081
2020-11-12 2020-09-30 13F CMS ENERGY COM 125896100 1,170,310 201,028 20.74 61,287 21.56 0.1061
2020-08-14 2020-06-30 13F CMS ENERGY COM 125896100 969,282 10,956 1.14 50,417 -10.45 0.0919
2020-05-19 2020-03-31 13F/A-2 CMS ENERGY COM 125896100 958,326 246,200 34.57 56,302 41.23 0.1104
2020-05-15 2020-03-31 13F/A-1 CMS ENERGY COM 125896100 958,326 0 56,302 0.1115
2020-05-14 2020-03-31 13F CMS ENERGY COM 125896100 416,550 -295,576 20,604 38,549.3096
2020-02-13 2019-12-31 13F CMS ENERGY COM 125896100 712,126 109,400 18.15 39,866 12.76 0.0648
2019-11-08 2019-09-30 13F CMS ENERGY COM 125896100 602,726 173,376 40.38 35,355 61.93 0.0582
2019-08-13 2019-06-30 13F CMS ENERGY COM 125896100 429,350 12,800 3.07 21,833 5.96 0.0375
2019-05-14 2019-03-31 13F CMS ENERGY COM 125896100 416,550 0 0.00 20,604 13.88 0.0378
2019-02-19 2018-12-31 13F/A-1 CMS ENERGY COM 125896100 416,550 -16,700 -3.85 18,092 -1.01 0.0368
2019-02-13 2018-12-31 13F CMS ENERGY COM 125896100 416,550 -16,700 18,092
2018-11-09 2018-09-30 13F CMS ENERGY COM 125896100 433,250 0 0.00 18,277 4.18 0.0320
2018-08-13 2018-06-30 13F CMS ENERGY COM 125896100 433,250 0 0.00 17,544 9.96 0.0322
2018-05-14 2018-03-31 13F CMS ENERGY COM 125896100 433,250 -68,000 -13.57 15,955 -19.19 0.0308
2018-02-21 2017-12-31 13F/A-1 CMS ENERGY COM 125896100 501,250 105,800 26.75 19,744 7.79 0.0361
2018-01-24 2017-12-31 13F CMS ENERGY COM 125896100 501,250 105,800 19,744
2017-10-19 2017-09-30 13F CMS ENERGY COM 125896100 395,450 36,100 10.05 18,317 10.21 0.0302
2017-07-21 2017-06-30 13F CMS ENERGY COM 125896100 359,350 0 0.00 16,620 3.38 0.0302
2017-05-01 2017-03-31 13F CMS ENERGY COM 125896100 359,350 -51,491 -12.53 16,077 -0.83 0.0295
2017-01-30 2016-12-31 13F CMS ENERGY COM 125896100 410,841 -65,500 -13.75 16,212 -18.98 0.0305
2016-10-31 2016-09-30 13F CMS ENERGY COM 125896100 476,341 0 0.00 20,011 -8.40 0.0352
2016-08-11 2016-06-30 13F CMS ENERGY COM 125896100 476,341 59,200 14.19 21,845 23.40 0.0411
2016-05-16 2016-03-31 13F CMS ENERGY COM 125896100 417,141 -53,060 -11.28 17,703 4.36 0.0367
2016-02-17 2015-12-31 13F/A-1 CMS ENERGY COM 125896100 470,201 -172,234 -26.81 16,965 -25.24 0.0391
2016-02-16 2015-12-31 13F CMS ENERGY COM 125896100 117,944 16,965
2015-11-12 2015-09-30 13F CMS ENERGY COM 125896100 642,435 -62,022 -8.80 22,691 1.16 0.0520
2015-08-12 2015-06-30 13F CMS ENERGY COM 125896100 704,457 66,405 10.41 22,430 0.70 0.0450
2015-05-14 2015-03-31 13F CMS ENERGY COM 125896100 638,052 60,760 10.53 22,274 11.03 0.0460
2015-02-09 2014-12-31 13F CMS ENERGY COM 125896100 577,292 103,234 21.78 20,061 42.67 0.0385
2014-11-12 2014-09-30 13F CMS ENERGY COM 125896100 474,058 7,033 1.51 14,061 -3.35 0.0284
2014-08-11 2014-06-30 13F CMS ENERGY COM 125896100 467,025 263,534 129.51 14,548 144.18 0.0311
2014-04-30 2014-03-31 13F CMS ENERGY COM 125896100 203,491 0 0.00 5,958 9.38 0.0156
2014-02-20 2013-12-31 13F/A-1 CMS ENERGY COM 125896100 203,491 6,654 3.38 5,447 5.13 0.0160
2014-02-12 2013-12-31 13F CMS ENERGY COM 125896100 203,491 5,447
2013-11-13 2013-09-30 13F CMS ENERGY COM 125896100 196,837 -46,068 -18.97 5,181 -21.50 0.0164
2013-08-14 2013-06-30 13F CMS ENERGY COM 125896100 242,905 242,905 6,600 0.0206
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.