CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership20,346 shares
Latest Disclosed Value $ 1,578,442
Crossmark Global Holdings, Inc. reports 1.27% decrease in ownership of CMS1 / CMS Energy Corporation

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 20,346 shares of CMS Energy Corporation (MX:CMS1) valued at $1,578,442 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 20,608 shares of CMS Energy Corporation. This represents a change in shares of -1.27% 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)
2026-05-11 2026-03-31 13F CMS ENERGY COM 125896100 20,346 -262 -1.27 1,578 9.51 0.0231
2026-02-03 2025-12-31 13F CMS ENERGY COM 125896100 20,608 -995 -4.61 1,441 -8.91 0.0206
2025-11-12 2025-09-30 13F CMS ENERGY COM 125896100 21,603 -2,421 -10.08 1,583 -4.93 0.0237
2025-08-08 2025-06-30 13F CMS ENERGY COM 125896100 24,024 -2,328 -8.83 1,664 -15.92 0.0269
2025-04-30 2025-03-31 13F CMS ENERGY COM 125896100 26,352 2,832 12.04 1,979 197,800.00 0.0349
2025-01-16 2024-12-31 13F C M S ENERGY COM 125896100 23,520 -6,603 -21.92 2 -50.00 0.0286
2024-11-04 2024-09-30 13F C M S ENERGY COM 125896100 30,123 -2,476 -7.60 2 100.00 0.0379
2024-07-29 2024-06-30 13F C M S ENERGY COM 125896100 32,599 -3,233 -9.02 2 -50.00 0.0371
2024-05-13 2024-03-31 13F C M S ENERGY COM 125896100 35,832 1,633 4.77 2 100.00 0.0414
2024-02-13 2023-12-31 13F C M S ENERGY COM 125896100 34,199 5,645 19.77 2 0.00 0.0412
2023-11-08 2023-09-30 13F C M S ENERGY COM 125896100 28,554 -5,795 -16.87 2 -50.00 0.0347
2023-07-31 2023-06-30 13F C M S ENERGY COM 125896100 34,349 -553 -1.58 2 0.00 0.0451
2023-05-12 2023-03-31 13F C M S ENERGY COM 125896100 34,902 1,137 3.37 2 0.00 0.0504
2023-01-19 2022-12-31 13F C M S ENERGY COM 125896100 33,765 -684 -1.99 2 -99.90 0.0533
2022-11-01 2022-09-30 13F C M S ENERGY COM 125896100 34,449 2,054 6.34 2,006 -8.28 0.0557
2022-07-29 2022-06-30 13F C M S ENERGY COM 125896100 32,395 -520 -1.58 2,187 -5.00 0.0567
2022-05-11 2022-03-31 13F C M S ENERGY COM 125896100 32,915 -170 -0.51 2,302 6.97 0.0513
2022-01-10 2021-12-31 13F C M S ENERGY COM 125896100 33,085 -990 -2.91 2,152 5.75 0.0467
2021-10-21 2021-09-30 13F/A-1 C M S ENERGY COM 125896100 34,075 980 2.96 2,035 4.09 0.0477
2021-07-21 2021-06-30 13F C M S ENERGY COM 125896100 33,095 -5,570 -14.41 1,955 -17.41 0.0460
2021-04-15 2021-03-31 13F C M S ENERGY COM 125896100 38,665 16,430 73.89 2,367 74.43 0.0586
2021-01-14 2020-12-31 13F C M S ENERGY COM 125896100 22,235 -920 -3.97 1,357 -4.57 0.0343
2020-10-08 2020-09-30 13F C M S ENERGY COM 125896100 23,155 -730 -3.06 1,422 1.94 0.0399
2020-08-14 2020-06-30 13F C M S ENERGY COM 125896100 23,885 -56 -0.23 1,395 -0.85 0.0407
2020-04-28 2020-03-31 13F C M S ENERGY COM 125896100 23,941 678 2.91 1,407 -3.76 0.0503
2020-02-06 2019-12-31 13F C M S ENERGY COM 125896100 23,263 228 0.99 1,462 -0.75 0.0402
2019-10-09 2019-09-30 13F C M S ENERGY COM 125896100 23,035 -1,119 -4.63 1,473 5.29 0.0430
2019-07-09 2019-06-30 13F C M S ENERGY COM 125896100 24,154 -165 -0.68 1,399 3.55 0.0392
2019-05-02 2019-03-31 13F C M S ENERGY COM 125896100 24,319 -140 -0.57 1,351 11.29 0.0384
2019-01-31 2018-12-31 13F C M S ENERGY COM 125896100 24,459 -2,420 -9.00 1,214 -7.82 0.0376
2018-11-08 2018-09-30 13F/A-1 C M S ENERGY COM 125896100 26,879 57 0.21 1,317 3.86 0.0334
2018-11-06 2018-09-30 13F C M S ENERGY COM 125896100 26,822 0 1,268
2018-07-31 2018-06-30 13F C M S ENERGY COM 125896100 26,822 -300 -1.11 1,268 3.26 0.0340
2018-04-16 2018-03-31 13F C M S ENERGY COM 125896100 27,122 -1,445 -5.06 1,228 -9.10 0.0317
2018-02-05 2017-12-31 13F C M S ENERGY COM 125896100 28,567 -1,086 -3.66 1,351 -1.67 0.0325
2017-10-27 2017-09-30 13F C M S ENERGY COM 125896100 29,653 0 0.00 1,374 0.00 0.0354
2017-10-25 2016-09-30 13F C M S ENERGY COM 125896100 29,653 29,653 1,374 0.0354
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.