CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,581,115 shares
Latest Disclosed Value $ 122,657,348
Dimensional Fund Advisors Lp reports 3.30% increase in ownership of CMS1 / CMS Energy Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,581,115 shares of CMS Energy Corporation (MX:CMS1) valued at $122,657,348 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,530,640 shares of CMS Energy Corporation. This represents a change in shares of 3.30% 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)
2026-05-07 2026-03-31 13F CMS ENERGY COM 125896100 1,581,115 50,475 3.30 122,657 14.58 0.0055
2026-02-12 2025-12-31 13F CMS ENERGY COM 125896100 1,530,640 40,528 2.72 107,045 -1.94 0.0225
2025-11-12 2025-09-30 13F CMS ENERGY COM 125896100 1,490,112 102,087 7.35 109,159 13.52 0.0234
2025-08-12 2025-06-30 13F CMS ENERGY COM 125896100 1,388,025 45,808 3.41 96,159 -4.61 0.0223
2025-05-13 2025-03-31 13F CMS ENERGY COM 125896100 1,342,217 -25,758 -1.88 100,806 10.56 0.0251
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 1,367,975 54,054 4.11 91,175 -1.75 0.0219
2024-11-07 2024-09-30 13F CMS ENERGY COM 125896100 1,313,921 32,417 2.53 92,800 21.64 0.0225
2024-08-09 2024-06-30 13F CMS ENERGY COM 125896100 1,281,504 233,633 22.30 76,292 20.66 0.0199
2024-05-10 2024-03-31 13F CMS ENERGY COM 125896100 1,047,871 9,020 0.87 63,228 4.81 0.0171
2024-02-07 2023-12-31 13F CMS ENERGY COM 125896100 1,038,851 18,636 1.83 60,326 11.34 0.0176
2023-11-09 2023-09-30 13F CMS ENERGY COM 125896100 1,020,215 -34,778 -3.30 54,181 -12.58 0.0178
2023-08-09 2023-06-30 13F CMS ENERGY COM 125896100 1,054,993 40,402 3.98 61,979 -0.47 0.0198
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 1,014,591 -7,008 -0.69 62,274 97,203.13 0.0210
2023-02-09 2022-12-31 13F CMS ENERGY COM 125896100 1,021,599 1,680 0.16 65 -99.89 0.0191
2022-11-10 2022-09-30 13F CMS ENERGY COM 125896100 1,019,919 -3,094 -0.30 59,411 -13.95 0.0228
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 1,023,013 40,407 4.11 69,044 0.47 0.0248
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 982,606 56,659 6.12 68,724 14.10 0.0212
2022-02-09 2021-12-31 13F CMS ENERGY COM 125896100 925,947 -3,415 -0.37 60,233 8.50 0.0182
2021-11-12 2021-09-30 13F CMS ENERGY COM 125896100 929,362 -1,503 -0.16 55,512 0.94 0.0179
2021-08-12 2021-06-30 13F CMS ENERGY COM 125896100 930,865 7,071 0.77 54,994 -2.76 0.0174
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 923,794 -23,169 -2.45 56,553 -2.10 0.0187
2021-03-08 2020-12-31 13F/A-2 CMS ENERGY COM 125896100 946,963 9,927 1.06 57,767 0.39 0.0209
2021-02-11 2020-12-31 13F CMS ENERGY COM 125896100 946,963 9,927 57,767 20,862.3699
2020-11-12 2020-09-30 13F CMS ENERGY COM 125896100 937,036 17,527 1.91 57,540 7.13 0.0244
2020-08-13 2020-06-30 13F CMS ENERGY COM 125896100 919,509 -2,974 -0.32 53,711 -0.94 0.0236
2020-05-14 2020-03-31 13F CMS ENERGY COM 125896100 922,483 5,993 0.65 54,222 -5.85 0.0282
2020-02-14 2019-12-31 13F CMS ENERGY COM 125896100 916,490 3,364 0.37 57,590 -1.38 0.0210
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 913,126 57,556 6.73 58,395 17.87 0.0227
2019-08-13 2019-06-30 13F CMS ENERGY COM 125896100 855,570 19,029 2.27 49,543 6.64 0.0192
2019-08-12 2019-03-31 13F/A-2 CMS ENERGY COM 125896100 836,541 27,579 3.41 46,458 15.68 0.0185
2019-05-10 2019-03-31 13F CMS ENERGY COM 125896100 836,541 27,579 46,458
2019-02-26 2018-12-31 13F/A-1 CMS ENERGY COM 125896100 808,962 54,937 7.29 40,162 8.72 0.0182
2019-02-13 2018-12-31 13F CMS ENERGY COM 125896100 808,962 54,937 40,162
2018-11-13 2018-09-30 13F CMS ENERGY COM 125896100 754,025 44,778 6.31 36,942 10.17 0.0141
2018-08-10 2018-06-30 13F CMS ENERGY COM 125896100 709,247 9,437 1.35 33,531 5.80 0.0134
2018-05-11 2018-03-31 13F CMS ENERGY COM 125896100 699,810 17,015 2.49 31,693 -1.87 0.0132
2018-02-12 2017-12-31 13F CMS ENERGY COM 125896100 682,795 14,816 2.22 32,297 4.38 0.0134
2017-11-13 2017-09-30 13F CMS ENERGY COM 125896100 667,979 -1,097 -0.16 30,941 -0.01 0.0135
2017-08-11 2017-06-30 13F CMS ENERGY COM 125896100 669,076 14,228 2.17 30,945 5.63 0.0143
2017-05-12 2017-03-31 13F CMS ENERGY COM 125896100 654,848 13,843 2.16 29,297 9.81 0.0140
2017-02-09 2016-12-31 13F CMS ENERGY COM 125896100 641,005 79 0.01 26,680 -0.92 0.0133
2016-11-10 2016-09-30 13F CMS ENERGY COM 125896100 640,926 39,498 6.57 26,927 -2.35 0.0146
2016-08-09 2016-06-30 13F CMS ENERGY COM 125896100 601,428 4,174 0.70 27,575 8.79 0.0159
2016-05-13 2016-03-31 13F CMS ENERGY COM 125896100 597,254 14,266 2.45 25,346 20.48 0.0152
2016-02-10 2015-12-31 13F CMS ENERGY COM 125896100 582,988 23,439 4.19 21,038 6.47 0.0131
2015-11-13 2015-09-30 13F CMS ENERGY COM 125896100 559,549 11,212 2.04 19,759 13.18 0.0130
2015-08-14 2015-06-30 13F CMS ENERGY COM 125896100 548,337 91,812 20.11 17,458 9.56 0.0107
2015-05-14 2015-03-31 13F CMS ENERGY COM 125896100 456,525 23,264 5.37 15,935 5.82 0.0101
2015-02-06 2014-12-31 13F CMS ENERGY COM 125896100 433,261 13,365 3.18 15,059 20.92 0.0099
2014-11-13 2014-09-30 13F CMS ENERGY COM 125896100 419,896 11,755 2.88 12,454 -2.03 0.0088
2014-08-08 2014-06-30 13F CMS ENERGY COM 125896100 408,141 12,862 3.25 12,712 9.85 0.0088
2014-05-14 2014-03-31 13F CMS ENERGY COM 125896100 395,279 5,294 1.36 11,572 10.84 0.0086
2014-02-12 2013-12-31 13F CMS ENERGY COM 125896100 389,985 -2,051 -0.52 10,440 1.19 0.0081
2013-11-13 2013-09-30 13F CMS ENERGY COM 125896100 392,036 13,779 3.64 10,317 0.36 0.0089
2013-08-15 2013-06-30 13F CMS ENERGY COM 125896100 378,257 378,257 10,280 0.0097
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.