CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionD. E. Shaw & Co., Inc.
ManagerDE Shaw
Latest Disclosed Ownership203,828 shares
Latest Disclosed Value $ 15,812,976
D. E. Shaw & Co., Inc. reports 104.02% increase in ownership of CMS1 / CMS Energy Corporation

On May 15, 2026 - D. E. Shaw & Co., Inc. filed a 13F-HR form disclosing ownership of 203,828 shares of CMS Energy Corporation (MX:CMS1) valued at $15,812,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 99,906 shares of CMS Energy Corporation. This represents a change in shares of 104.02% 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)
2026-05-15 2026-03-31 13F CMS ENERGY COM 125896100 203,828 103,922 104.02 15,813 126.34 0.0095
2026-02-17 2025-12-31 13F CMS ENERGY COM 125896100 99,906 -93,885 -48.45 6,986 -50.79 0.0038
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 193,791 -91,881 -32.16 14,197 -28.27 0.0080
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 285,672 -126,954 -30.77 19,791 -36.14 0.0140
2025-05-15 2025-03-31 13F CMS ENERGY COM 125896100 412,626 182,963 79.67 30,992 102.47 0.0276
2025-02-14 2024-12-31 13F CMS ENERGY COM 125896100 229,663 -122,577 -34.80 15,307 -38.47 0.0112
2024-11-14 2024-09-30 13F CMS ENERGY COM 125896100 352,240 -8,508 -2.36 24,879 15.85 0.0214
2024-08-14 2024-06-30 13F CMS ENERGY COM 125896100 360,748 -678,566 -65.29 21,475 -65.76 0.0201
2024-05-15 2024-03-31 13F CMS ENERGY COM 125896100 1,039,314 966,540 1,328.14 62,712 1,384.31 0.0537
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 72,774 -40,144 -35.55 4,226 -29.55 0.0037
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 112,918 20,891 22.70 5,997 10.93 0.0063
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 92,027 -57,258 -38.35 5,407 -41.00 0.0055
2023-05-15 2023-03-31 13F CMS ENERGY COM 125896100 149,285 114,561 329.92 9,163 316.69 0.0098
2023-02-14 2022-12-31 13F CMS ENERGY COM 125896100 34,724 -117,912 -77.25 2,199 -75.26 0.0024
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 152,636 113,638 291.39 8,890 237.77 0.0106
2022-08-15 2022-06-30 13F CMS ENERGY COM 125896100 38,998 -182,757 -82.41 2,632 -83.03 0.0031
2022-05-16 2022-03-31 13F CMS ENERGY COM 125896100 221,755 -215,005 -49.23 15,510 -45.41 0.0145
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 436,760 55,513 14.56 28,411 24.76 0.0236
2021-11-15 2021-09-30 13F CMS ENERGY COM 125896100 381,247 -756,139 -66.48 22,772 -66.11 0.0206
2021-08-16 2021-06-30 13F CMS ENERGY COM 125896100 1,137,386 -393,962 -25.73 67,196 -28.32 0.0580
2021-05-17 2021-03-31 13F CMS ENERGY COM 125896100 1,531,348 231,754 17.83 93,749 18.24 0.0905
2021-02-16 2020-12-31 13F CMS ENERGY COM 125896100 1,299,594 -201,025 -13.40 79,288 -13.96 0.0709
2020-11-16 2020-09-30 13F CMS ENERGY COM 125896100 1,500,619 692,130 85.61 92,153 95.11 0.0943
2020-08-14 2020-06-30 13F CMS ENERGY COM 125896100 808,489 156,103 23.93 47,232 23.23 0.0563
2020-05-15 2020-03-31 13F CMS ENERGY COM 125896100 652,386 536,229 461.64 38,327 425.10 0.0598
2020-02-14 2019-12-31 13F CMS ENERGY COM 125896100 116,157 24,958 27.37 7,299 25.15 0.0083
2019-11-14 2019-09-30 13F CMS ENERGY COM 125896100 91,199 91,199 5,832 0.0072
2019-05-15 2019-03-31 13F CMS ENERGY COM 125896100 0 -205,695 -100.00 0 -100.00
2019-02-14 2018-12-31 13F CMS ENERGY COM 125896100 205,695 205,695 10,213 0.0141
2018-08-14 2018-06-30 13F CMS ENERGY COM 125896100 0 -282,363 -100.00 0 -100.00
2018-05-15 2018-03-31 13F CMS ENERGY COM 125896100 282,363 -422,506 -59.94 12,788 -61.64 0.0174
2018-02-14 2017-12-31 13F CMS ENERGY COM 125896100 704,869 445,690 171.96 33,340 177.72 0.0459
2017-11-14 2017-09-30 13F CMS ENERGY COM 125896100 259,179 259,179 12,005 0.0184
2016-11-14 2016-09-30 13F CMS ENERGY COM 125896100 0 -20,901 -100.00 0 -100.00
2016-08-15 2016-06-30 13F CMS ENERGY COM 125896100 20,901 3,096 17.39 959 26.85 0.0018
2016-05-16 2016-03-31 13F CMS ENERGY COM 125896100 17,805 17,805 0.00 756 0.0014
2016-02-16 2015-12-31 13F CMS ENERGY COM 125896100 0 -20,521 -100.00 0 -100.00
2015-11-16 2015-09-30 13F CMS ENERGY COM 125896100 20,521 20,521 0.00 725 0.0011
2014-11-14 2014-09-30 13F CMS ENERGY COM 125896100 0 -375,542 -100.00 0 -100.00
2014-08-14 2014-06-30 13F CMS ENERGY COM 125896100 375,542 239,252 175.55 11,698 193.11 0.0159
2014-05-15 2014-03-31 13F CMS ENERGY COM 125896100 136,290 -434,237 -76.11 3,991 -73.87 0.0057
2014-02-14 2013-12-31 13F CMS ENERGY COM 125896100 570,527 -1,135,369 -66.56 15,273 -65.98 0.0208
2013-11-20 2013-09-30 13F/A-1 CMS ENERGY COM 125896100 1,705,896 655,579 62.42 44,899 57.34 0.0716
2013-11-14 2013-09-30 13F CMS ENERGY COM 125896100 1,705,896 44,899
2013-08-14 2013-06-30 13F CMS ENERGY COM 125896100 1,050,317 1,050,317 28,537 0.0537
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.