CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionBLB&B Advisors, LLC
Latest Disclosed Ownership10,294 shares
Latest Disclosed Value $ 798,610
BLB&B Advisors, LLC reports 1.06% decrease in ownership of CMS1 / CMS Energy Corporation

On April 28, 2026 - BLB&B Advisors, LLC filed a 13F-HR form disclosing ownership of 10,294 shares of CMS Energy Corporation (MX:CMS1) valued at $798,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,404 shares of CMS Energy Corporation. This represents a change in shares of -1.06% 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)
2026-04-28 2026-03-31 13F CMS ENERGY COM 125896100 10,294 -110 -1.06 799 9.77 0.0280
2026-01-26 2025-12-31 13F CMS ENERGY COM 125896100 10,404 -890 -7.88 728 -12.09 0.0304
2025-10-31 2025-09-30 13F CMS ENERGY COM 125896100 11,294 -431 -3.68 827 1.85 0.0357
2025-08-04 2025-06-30 13F CMS ENERGY COM 125896100 11,725 -666 -5.37 812 -12.69 0.0380
2025-04-28 2025-03-31 13F CMS ENERGY COM 125896100 12,391 -725 -5.53 931 6.41 0.0474
2025-01-28 2024-12-31 13F CMS ENERGY COM 125896100 13,116 -500 -3.67 874 -9.05 0.0446
2024-10-22 2024-09-30 13F CMS ENERGY COM 125896100 13,616 -113 -0.82 962 17.63 0.0491
2024-07-26 2024-06-30 13F CMS ENERGY COM 125896100 13,729 -50 -0.36 817 -1.68 0.0448
2024-04-26 2024-03-31 13F CMS ENERGY COM 125896100 13,779 -593 -4.13 831 -0.36 0.0469
2024-01-19 2023-12-31 13F CMS ENERGY COM 125896100 14,372 -625 -4.17 835 4.77 0.0526
2023-10-25 2023-09-30 13F CMS ENERGY COM 125896100 14,997 -2,417 -13.88 796 -22.19 0.0569
2023-07-20 2023-06-30 13F CMS ENERGY COM 125896100 17,414 -1,131 -6.10 1,023 -10.11 0.0715
2023-04-24 2023-03-31 13F CMS ENERGY COM 125896100 18,545 -1,589 -7.89 1,138 -10.75 0.0848
2023-01-18 2022-12-31 13F CMS ENERGY COM 125896100 20,134 -450 -2.19 1,275 6.34 0.0988
2022-10-14 2022-09-30 13F CMS ENERGY COM 125896100 20,584 -150 -0.72 1,199 -14.36 0.0997
2022-07-18 2022-06-30 13F CMS ENERGY COM 125896100 20,734 -1,530 -6.87 1,400 -10.08 0.1108
2022-04-20 2022-03-31 13F CMS ENERGY COM 125896100 22,264 -1,865 -7.73 1,557 -0.83 0.1047
2022-01-21 2021-12-31 13F CMS ENERGY COM 125896100 24,129 -4,255 -14.99 1,570 -7.37 0.1020
2021-10-19 2021-09-30 13F CMS ENERGY COM 125896100 28,384 -2,175 -7.12 1,695 -6.09 0.1132
2021-07-20 2021-06-30 13F CMS ENERGY COM 125896100 30,559 -3,938 -11.42 1,805 -14.54 0.1305
2021-04-19 2021-03-31 13F CMS ENERGY COM 125896100 34,497 -6,242 -15.32 2,112 -15.01 0.1660
2021-01-19 2020-12-31 13F CMS ENERGY COM 125896100 40,739 -3,875 -8.69 2,485 -9.31 0.2013
2020-10-20 2020-09-30 13F CMS ENERGY COM 125896100 44,614 -3,250 -6.79 2,740 -2.00 0.2754
2020-07-16 2020-06-30 13F CMS ENERGY COM 125896100 47,864 -1,750 -3.53 2,796 -4.08 0.3030
2020-04-21 2020-03-31 13F CMS ENERGY COM 125896100 49,614 -825 -1.64 2,915 -8.04 0.3807
2020-01-21 2019-12-31 13F CMS ENERGY COM 125896100 50,439 -2,073 -3.95 3,170 -5.60 0.3296
2019-10-22 2019-09-30 13F CMS ENERGY COM 125896100 52,512 -1,875 -3.45 3,358 6.60 0.3785
2019-07-29 2019-06-30 13F CMS ENERGY COM 125896100 54,387 -2,298 -4.05 3,150 0.06 0.3617
2019-04-19 2019-03-31 13F CMS ENERGY COM 125896100 56,685 -3,550 -5.89 3,148 5.25 0.3702
2019-01-17 2018-12-31 13F CMS ENERGY COM 125896100 60,235 -3,600 -5.64 2,991 -4.38 0.4106
2018-10-12 2018-09-30 13F CMS ENERGY COM 125896100 63,835 -550 -0.85 3,128 2.76 0.3892
2018-07-11 2018-06-30 13F CMS ENERGY COM 125896100 64,385 -1,400 -2.13 3,044 2.18 0.4132
2018-04-09 2018-03-31 13F CMS ENERGY COM 125896100 65,785 6,550 11.06 2,979 6.32 0.3981
2018-01-16 2017-12-31 13F CMS ENERGY COM 125896100 59,235 -2,450 -3.97 2,802 -1.93 0.4004
2017-10-16 2017-09-30 13F CMS ENERGY COM 125896100 61,685 -1,142 -1.82 2,857 -1.69 0.4400
2017-08-04 2017-06-30 13F/A-1 CMS ENERGY COM 125896100 62,827 -352 -0.56 2,906 2.79 0.4821
2017-07-20 2017-06-30 13F CMS ENERGY COM 125896100 63,179 0 2,827
2017-04-14 2017-03-31 13F CMS ENERGY COM 125896100 63,179 697 1.12 2,827 8.69 0.4802
2017-02-03 2016-12-31 13F CMS ENERGY COM 125896100 62,482 -1,713 -2.67 2,601 -3.56 0.4531
2016-10-17 2016-09-30 13F CMS ENERGY COM 125896100 64,195 -1,325 -2.02 2,697 -10.25 0.4908
2016-07-19 2016-06-30 13F CMS ENERGY COM 125896100 65,520 -425 -0.64 3,005 7.36 0.5670
2016-04-18 2016-03-31 13F CMS ENERGY COM 125896100 65,945 -2,075 -3.05 2,799 14.06 0.5631
2016-01-15 2015-12-31 13F CMS ENERGY COM 125896100 68,020 -950 -1.38 2,454 0.74 0.5188
2015-10-20 2015-09-30 13F CMS ENERGY COM 125896100 68,970 -750 -1.08 2,436 9.73 0.5397
2015-07-16 2015-06-30 13F CMS ENERGY COM 125896100 69,720 -425 -0.61 2,220 -9.35 0.4612
2015-04-17 2015-03-31 13F CMS ENERGY COM 125896100 70,145 -3,605 -4.89 2,449 -4.45 0.5101
2015-01-22 2014-12-31 13F CMS ENERGY COM 125896100 73,750 -1,325 -1.76 2,563 15.09 0.5419
2014-10-21 2014-09-30 13F CMS ENERGY COM 125896100 75,075 -2,167 -2.81 2,227 -7.44 0.4817
2014-07-17 2014-06-30 13F CMS ENERGY COM 125896100 77,242 -400 -0.52 2,406 5.85 0.5141
2014-04-11 2014-03-31 13F CMS ENERGY COM 125896100 77,642 -500 -0.64 2,273 8.65 0.5007
2014-01-17 2013-12-31 13F CMS ENERGY COM 125896100 78,142 475 0.61 2,092 2.35 0.5008
2013-10-16 2013-09-30 13F CMS ENERGY COM 125896100 77,667 -650 -0.83 2,044 -3.95 0.5385
2013-07-11 2013-06-30 13F CMS ENERGY COM 125896100 78,317 78,317 2,128 0.5920
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.