CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionCIBC Asset Management Inc
Latest Disclosed Ownership316,693 shares
Latest Disclosed Value $ 24,546,042
CIBC Asset Management Inc reports 2.21% increase in ownership of CMS1 / CMS Energy Corporation

On May 12, 2026 - CIBC Asset Management Inc filed a 13F-HR form disclosing ownership of 316,693 shares of CMS Energy Corporation (MX:CMS1) valued at $24,546,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 309,860 shares of CMS Energy Corporation. This represents a change in shares of 2.21% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F CMS ENERGY COM 125896100 316,693 6,833 2.21 24,546 13.38 0.0600
2026-02-10 2025-12-31 13F CMS ENERGY COM 125896100 309,860 30,911 11.08 21,650 6.05 0.0523
2025-10-31 2025-09-30 13F CMS ENERGY COM 125896100 278,949 2,834 1.03 20,415 6.80 0.0591
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 276,115 40,748 17.31 19,116 8.23 0.0591
2025-05-13 2025-03-31 13F CMS ENERGY COM 125896100 235,367 104,720 80.15 17,662 103.15 0.0586
2025-01-31 2024-12-31 13F CMS ENERGY COM 125896100 130,647 1,469 1.14 8,695 -4.59 0.0285
2024-11-06 2024-09-30 13F CMS ENERGY COM 125896100 129,178 1,055 0.82 9,112 19.47 0.0296
2024-08-01 2024-06-30 13F CMS ENERGY COM 125896100 128,123 -2,494 -1.91 7,627 -3.22 0.0271
2024-05-09 2024-03-31 13F CMS ENERGY COM 125896100 130,617 726 0.56 7,881 4.49 0.0273
2024-02-13 2023-12-31 13F CMS ENERGY COM 125896100 129,891 -4,766 -3.54 7,543 5.47 0.0282
2023-10-30 2023-09-30 13F CMS ENERGY COM 125896100 134,657 -2,212 -1.62 7,152 -11.07 0.0296
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 136,869 -2,394 -1.72 8,041 -5.92 0.0308
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 139,263 328 0.24 8,548 -2.85 0.0339
2023-02-13 2022-12-31 13F CMS ENERGY COM 125896100 138,935 -21,500 -13.40 8,799 -5.84 0.0369
2022-11-03 2022-09-30 13F CMS ENERGY COM 125896100 160,435 4,417 2.83 9,344 -11.27 0.0410
2022-08-09 2022-06-30 13F CMS ENERGY COM 125896100 156,018 -9,472 -5.72 10,531 -9.02 0.0427
2022-05-06 2022-03-31 13F CMS ENERGY COM 125896100 165,490 13,010 8.53 11,575 16.70 0.0406
2022-02-08 2021-12-31 13F CMS ENERGY COM 125896100 152,480 421 0.28 9,919 9.22 0.0363
2021-11-09 2021-09-30 13F CMS ENERGY COM 125896100 152,059 959 0.63 9,082 1.74 0.0366
2021-08-16 2021-06-30 13F CMS ENERGY COM 125896100 151,100 -20,036 -11.71 8,927 -14.79 0.0361
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 171,136 35,602 26.27 10,477 26.70 0.0446
2021-02-03 2020-12-31 13F CMS ENERGY COM 125896100 135,534 110,428 439.85 8,269 436.25 0.0389
2020-11-05 2020-09-30 13F CMS ENERGY COM 125896100 25,106 470 1.91 1,542 7.16 0.0079
2020-07-28 2020-06-30 13F CMS ENERGY COM 125896100 24,636 -95,226 -79.45 1,439 -79.57 0.0084
2020-04-30 2020-03-31 13F CMS ENERGY COM 125896100 119,862 90,207 304.19 7,042 277.79 0.0498
2020-02-14 2019-12-31 13F CMS ENERGY COM 125896100 29,655 221 0.75 1,864 -0.96 0.0105
2019-10-30 2019-09-30 13F CMS ENERGY COM 125896100 29,434 -1,537 -4.96 1,882 4.91 0.0111
2019-08-05 2019-06-30 13F CMS ENERGY COM 125896100 30,971 -105 -0.34 1,794 3.94 0.0107
2019-05-06 2019-03-31 13F CMS ENERGY COM 125896100 31,076 812 2.68 1,726 14.84 0.0107
2019-02-12 2018-12-31 13F CMS ENERGY COM 125896100 30,264 -537 -1.74 1,503 -0.40 0.0110
2018-11-02 2018-09-30 13F CMS ENERGY COM 125896100 30,801 -6 -0.02 1,509 3.57 0.0093
2018-08-09 2018-06-30 13F CMS ENERGY COM 125896100 30,807 1,270 4.30 1,457 8.89 0.0091
2018-04-30 2018-03-31 13F CMS ENERGY COM 125896100 29,537 -1,436 -4.64 1,338 -8.67 0.0087
2018-02-02 2017-12-31 13F CMS ENERGY COM 125896100 30,973 2,479 8.70 1,465 10.98 0.0090
2017-11-06 2017-09-30 13F CMS ENERGY COM 125896100 28,494 689 2.48 1,320 2.64 0.0083
2017-07-27 2017-06-30 13F CMS ENERGY COM 125896100 27,805 945 3.52 1,286 6.99 0.0089
2017-05-12 2017-03-31 13F CMS ENERGY COM 125896100 26,860 -431 -1.58 1,202 5.81 0.0083
2017-02-08 2016-12-31 13F CMS ENERGY COM 125896100 27,291 272 1.01 1,136 0.09 0.0082
2016-10-19 2016-09-30 13F CMS ENERGY COM 125896100 27,019 -2,045 -7.04 1,135 -14.85 0.0084
2016-08-02 2016-06-30 13F CMS ENERGY COM 125896100 29,064 450 1.57 1,333 9.80 0.0100
2016-05-09 2016-03-31 13F CMS ENERGY COM 125896100 28,614 684 2.45 1,214 20.44 0.0091
2016-02-02 2015-12-31 13F CMS ENERGY COM 125896100 27,930 1,688 6.43 1,008 8.74 0.0083
2015-11-03 2015-09-30 13F CMS ENERGY COM 125896100 26,242 299 1.15 927 12.23 0.0074
2015-08-06 2015-06-30 13F CMS ENERGY COM 125896100 25,943 1,901 7.91 826 -1.55 0.0057
2015-05-08 2015-03-31 13F CMS ENERGY COM 125896100 24,042 1,117 4.87 839 5.27 0.0060
2015-02-10 2014-12-31 13F CMS ENERGY COM 125896100 22,925 -6,044 -20.86 797 -7.22 0.0053
2014-11-05 2014-09-30 13F CMS ENERGY COM 125896100 28,969 -48 -0.17 859 -4.98 0.0051
2014-08-01 2014-06-30 13F CMS ENERGY COM 125896100 29,017 -1,112 -3.69 904 2.49 0.0051
2014-05-09 2014-03-31 13F CMS ENERGY COM 125896100 30,129 1,668 5.86 882 15.75 0.0052
2014-02-04 2013-12-31 13F CMS ENERGY COM 125896100 28,461 1,109 4.05 762 5.83 0.0047
2013-10-29 2013-09-30 13F CMS ENERGY COM 125896100 27,352 232 0.86 720 -2.31 0.0046
2013-10-02 2013-06-30 13F/A-1 CMS ENERGY COM 125896100 27,120 27,120 737 0.0050
2013-08-09 2013-06-30 13F CMS ENERGY COM 125896100 27,120 737 0.0050
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.