CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionCIBC World Markets Inc.
Latest Disclosed Ownership28,280 shares
Latest Disclosed Value $ 2,193,962
CIBC World Markets Inc. reports 11.78% increase in ownership of CMS1 / CMS Energy Corporation

On May 14, 2026 - CIBC World Markets Inc. filed a 13F-HR form disclosing ownership of 28,280 shares of CMS Energy Corporation (MX:CMS1) valued at $2,193,962 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 25,299 shares of CMS Energy Corporation. This represents a change in shares of 11.78% 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)
2026-05-14 2026-03-31 13F CMS ENERGY COM 125896100 28,280 2,981 11.78 2,194 23.97 0.0036
2026-02-10 2025-12-31 13F CMS ENERGY COM 125896100 25,299 25,299 1,769 0.0029
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 0 -63,036 -100.00 0 -100.00
2025-05-14 2025-03-31 13F CMS ENERGY COM 125896100 63,036 63,036 4,735 0.0101
2023-02-13 2022-12-31 13F CMS ENERGY COM 125896100 0 -38,112 -100.00 0 -100.00
2022-11-10 2022-09-30 13F CMS ENERGY COM 125896100 38,112 19,267 102.24 2,220 74.53 0.0085
2022-08-10 2022-06-30 13F CMS ENERGY COM 125896100 18,845 -37,117 -66.33 1,272 -67.50 0.0045
2022-05-12 2022-03-31 13F CMS ENERGY COM 125896100 55,962 55,962 3,914 0.0124
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 0 -9,207 -100.00 0 -100.00
2021-11-12 2021-09-30 13F CMS ENERGY COM 125896100 9,207 1,031 12.61 550 13.87 0.0018
2021-08-12 2021-06-30 13F CMS ENERGY COM 125896100 8,176 -5,443 -39.97 483 -42.09 0.0013
2021-05-11 2021-03-31 13F CMS ENERGY COM 125896100 13,619 -6,353 -31.81 834 -31.53 0.0024
2021-02-08 2020-12-31 13F CMS ENERGY COM 125896100 19,972 6,353 46.65 1,218 45.69 0.0039
2020-11-12 2020-09-30 13F CMS ENERGY COM 125896100 13,619 -14,280 -51.18 836 -48.71 0.0036
2020-08-13 2020-06-30 13F CMS ENERGY COM 125896100 27,899 -1,812 -6.10 1,630 -6.64 0.0074
2020-05-15 2020-03-31 13F CMS ENERGY COM 125896100 29,711 -437 -1.45 1,746 -7.86 0.0089
2020-02-13 2019-12-31 13F CMS ENERGY COM 125896100 30,148 -377 -1.24 1,895 -2.92 0.0077
2019-11-13 2019-09-30 13F CMS ENERGY COM 125896100 30,525 -8,967 -22.71 1,952 -14.65 0.0088
2019-08-08 2019-06-30 13F CMS ENERGY COM 125896100 39,492 9,547 31.88 2,287 37.52 0.0101
2019-05-09 2019-03-31 13F CMS ENERGY COM 125896100 29,945 -66 -0.22 1,663 11.61 0.0076
2019-02-13 2018-12-31 13F CMS ENERGY COM 125896100 30,011 13,575 82.59 1,490 85.09 0.0076
2018-11-09 2018-09-30 13F CMS ENERGY COM 125896100 16,436 -375 -2.23 805 1.26 0.0035
2018-08-08 2018-06-30 13F CMS ENERGY COM 125896100 16,811 136 0.82 795 5.30 0.0035
2018-05-18 2018-03-31 13F CMS ENERGY COM 125896100 16,675 1,404 9.19 755 4.57 0.0031
2018-02-01 2017-12-31 13F CMS ENERGY COM 125896100 15,271 -697 -4.36 722 -2.43 0.0033
2017-11-13 2017-09-30 13F CMS ENERGY COM 125896100 15,968 -24,008 -60.06 740 -59.98 0.0035
2017-08-10 2017-06-30 13F CMS ENERGY COM 125896100 39,976 -368 -0.91 1,849 2.44 0.0079
2017-05-08 2017-03-31 13F CMS ENERGY COM 125896100 40,344 24,447 153.78 1,805 172.66 0.0058
2017-05-08 2016-12-31 13F/A-1 CMS ENERGY COM 125896100 15,897 -70,630 -81.63 662 -81.79 0.0025
2017-01-09 2016-12-31 13F CMS ENERGY COM 125896100 15,897 -70,630 662 0.0027
2017-05-08 2016-09-30 13F/A-1 CMS ENERGY COM 125896100 86,527 -13,790 -13.75 3,635 -21.00 0.0148
2016-11-03 2016-09-30 13F CMS ENERGY COM 125896100 86,527 -13,790 3,635 0.0156
2016-07-21 2016-06-30 13F CMS ENERGY COM 125896100 100,317 3,910 4.06 4,601 12.44 0.0202
2016-05-04 2016-03-31 13F CMS ENERGY COM 125896100 96,407 13,877 16.81 4,092 37.41 0.0190
2016-01-14 2015-12-31 13F CMS ENERGY COM 125896100 82,530 6,092 7.97 2,978 10.30 0.0151
2015-10-26 2015-09-30 13F/A-1 CMS ENERGY COM 125896100 76,438 38,135 99.56 2,700 121.31 0.0134
2015-10-22 2015-09-30 13F CMS ENERGY COM 125896100 76,438 38,135 2,700 0.0136
2015-07-22 2015-06-30 13F CMS ENERGY COM 125896100 38,303 3,050 8.65 1,220 -0.89 0.0053
2015-04-23 2015-03-31 13F CMS ENERGY COM 125896100 35,253 35,253 0.00 1,231 0.0050
2015-02-04 2014-12-31 13F CMS ENERGY COM 125896100 0 -6,787 -100.00 0 -100.00
2014-10-22 2014-09-30 13F CMS ENERGY COM 125896100 6,787 7 0.10 201 -4.74 0.0007
2014-08-08 2014-06-30 13F CMS ENERGY COM 125896100 6,780 -31,608 -82.34 211 -79.47 0.0007
2014-02-07 2013-12-31 13F CMS ENERGY COM 125896100 38,388 8,888 30.13 1,028 32.47 0.0043
2013-11-05 2013-09-30 13F CMS ENERGY COM 125896100 29,500 29,500 776 0.0032
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.