CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionAsset Management One Co., Ltd.
Latest Disclosed Ownership178,841 shares
Latest Disclosed Value $ 13,874,485
Asset Management One Co., Ltd. reports 1.18% increase in ownership of CMS1 / CMS Energy Corporation

On May 8, 2026 - Asset Management One Co., Ltd. filed a 13F-HR form disclosing ownership of 178,841 shares of CMS Energy Corporation (MX:CMS1) valued at $13,874,485 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 176,749 shares of CMS Energy Corporation. This represents a change in shares of 1.18% 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)
2026-05-08 2026-03-31 13F CMS ENERGY COM 125896100 178,841 2,092 1.18 13,874 11.94 0.0409
2026-01-27 2025-12-31 13F CMS ENERGY COM 125896100 176,749 -13,516 -7.10 12,395 -11.08 0.0345
2025-10-22 2025-09-30 13F CMS ENERGY COM 125896100 190,265 5,969 3.24 13,939 9.16 0.0404
2025-07-31 2025-06-30 13F CMS ENERGY COM 125896100 184,296 -10,530 -5.40 12,768 -12.75 0.0400
2025-04-23 2025-03-31 13F CMS ENERGY COM 125896100 194,826 8,877 4.77 14,633 17.36 0.0506
2025-01-30 2024-12-31 13F CMS ENERGY COM 125896100 185,949 11,100 6.35 12,470 0.97 0.0428
2024-10-30 2024-09-30 13F CMS ENERGY COM 125896100 174,849 4,432 2.60 12,350 21.74 0.0439
2024-07-18 2024-06-30 13F CMS ENERGY COM 125896100 170,417 -4,814 -2.75 10,145 -4.06 0.0388
2024-05-02 2024-03-31 13F CMS ENERGY COM 125896100 175,231 -5,823 -3.22 10,573 0.69 0.0408
2024-01-24 2023-12-31 13F CMS ENERGY COM 125896100 181,054 -2,166 -1.18 10,501 7.92 0.0423
2023-10-19 2023-09-30 13F CMS ENERGY COM 125896100 183,220 -2,855 -1.53 9,731 -10.99 0.0433
2023-07-31 2023-06-30 13F CMS ENERGY COM 125896100 186,075 323 0.17 10,932 -4.12 0.0463
2023-04-25 2023-03-31 13F CMS ENERGY COM 125896100 185,752 -20,880 -10.10 11,401 -14.01 0.0517
2023-02-06 2022-12-31 13F CMS ENERGY COM 125896100 206,632 13,010 6.72 13,258 17.58 0.0646
2022-11-04 2022-09-30 13F CMS ENERGY COM 125896100 193,622 10,652 5.82 11,276 -8.70 0.0574
2022-07-29 2022-06-30 13F CMS ENERGY COM 125896100 182,970 -98,770 -35.06 12,350 -37.32 0.0580
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 281,740 -9,207 -3.16 19,704 3.89 0.0769
2022-02-09 2021-12-31 13F CMS ENERGY COM 125896100 290,947 -7,770 -2.60 18,966 6.30 0.0661
2021-11-02 2021-09-30 13F CMS ENERGY COM 125896100 298,717 -4,119 -1.36 17,842 -0.27 0.0684
2021-08-03 2021-06-30 13F CMS ENERGY COM 125896100 302,836 11,273 3.87 17,891 0.24 0.0666
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 291,563 14,870 5.37 17,849 8.99 0.0709
2021-02-12 2020-12-31 13F CMS ENERGY COM 125896100 276,693 -5,208 -1.85 16,377 -5.40 0.0674
2020-11-13 2020-09-30 13F CMS ENERGY COM 125896100 281,901 30,875 12.30 17,312 18.07 0.0796
2020-08-14 2020-06-30 13F CMS ENERGY COM 125896100 251,026 -20,564 -7.57 14,662 -8.10 0.0721
2020-05-14 2020-03-31 13F CMS ENERGY COM 125896100 271,590 -14 -0.01 15,954 -6.53 0.0932
2020-02-14 2019-12-31 13F CMS ENERGY COM 125896100 271,604 22,852 9.19 17,068 7.28 0.0769
2019-11-14 2019-09-30 13F CMS ENERGY COM 125896100 248,752 5,782 2.38 15,910 13.08 0.0766
2019-08-14 2019-06-30 13F CMS ENERGY COM 125896100 242,970 18,428 8.21 14,070 12.82 0.0691
2019-05-15 2019-03-31 13F CMS ENERGY COM 125896100 224,542 -313,808 -58.29 12,471 -53.32 0.0674
2019-02-13 2018-12-31 13F CMS ENERGY COM 125896100 538,350 13,541 2.58 26,718 3.97 0.0637
2018-11-14 2018-09-30 13F CMS ENERGY COM 125896100 524,809 -2,968 -0.56 25,697 3.01 0.0527
2018-08-14 2018-06-30 13F CMS ENERGY COM 125896100 527,777 16,372 3.20 24,947 7.71 0.0545
2018-05-14 2018-03-31 13F CMS ENERGY COM 125896100 511,405 1,112 0.22 23,161 -4.06 0.0522
2018-02-14 2017-12-31 13F CMS ENERGY COM 125896100 510,293 -91,801 -15.25 24,140 -13.45 0.0533
2017-11-14 2017-09-30 13F CMS ENERGY COM 125896100 602,094 -664 -0.11 27,893 0.02 0.0655
2017-08-14 2017-06-30 13F CMS ENERGY COM 125896100 602,758 18,125 3.10 27,887 6.66 0.0712
2017-05-11 2017-03-31 13F CMS ENERGY COM 125896100 584,633 55,146 10.41 26,145 18.61 0.0686
2017-05-02 2016-12-31 13F/A-1 CMS ENERGY COM 125896100 529,487 501,458 1,789.07 22,043 1,761.74 0.0563
2017-02-13 2016-12-31 13F CMS ENERGY COM 125896100 529,487 22,043
2016-11-07 2016-09-30 13F CMS ENERGY Com 125896100 28,029 -7,354 -20.78 1,184 -25.72 0.0176
2016-08-03 2016-06-30 13F CMS ENERGY Com 125896100 35,383 11,709 49.46 1,594 59.40 0.0239
2016-05-05 2016-03-31 13F CMS ENERGY Com 125896100 23,674 -13,331 -36.02 1,000 -25.87 0.0146
2016-01-28 2015-12-31 13F CMS ENERGY Com 125896100 37,005 -10,560 -22.20 1,349 -18.34 0.0201
2015-11-12 2015-09-30 13F CMS ENERGY Com 125896100 47,565 19,990 72.49 1,652 89.67 0.0251
2015-08-06 2015-06-30 13F CMS ENERGY Com 125896100 27,575 -89,020 -76.35 871 -78.48 0.0121
2015-05-11 2015-03-31 13F CMS ENERGY Com 125896100 116,595 -12,724 -9.84 4,047 -13.04 0.0500
2015-02-09 2014-12-31 13F CMS ENERGY Com 125896100 129,319 -29,922 -18.79 4,654 -1.40 0.0604
2014-11-05 2014-09-30 13F CMS ENERGY Com 125896100 159,241 29,861 23.08 4,720 17.85 0.0652
2014-08-12 2014-06-30 13F CMS ENERGY Com 125896100 129,380 0 0.00 4,005 7.06 0.0598
2014-05-05 2014-03-31 13F CMS ENERGY Com 125896100 129,380 23,090 21.72 3,741 31.91 0.0590
2014-02-05 2013-12-31 13F/A-1 CMS ENERGY COM 125896100 106,290 -51,315 -32.56 2,836 -31.38 0.0440
2014-01-29 2013-12-31 13F CMS ENERGY COM 125896100 106,290 2,836
2014-02-05 2013-09-30 13F/A-1 CMS ENERGY COM 125896100 157,605 -61,133 -27.95 4,133 -31.00 0.0622
2013-11-06 2013-09-30 13F CMS ENERGY Com 125896100 157,605 4,133
2014-02-12 2013-06-30 13F/A-1 CMS ENERGY COM 125896100 218,738 218,738 5,990 0.0973
2013-08-05 2013-06-30 13F CMS ENERGY Com 125896100 218,738 5,990
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.