CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionFiduciary Trust Co
Latest Disclosed Ownership13,995 shares
Latest Disclosed Value $ 1,085,733
Fiduciary Trust Co reports 0.26% decrease in ownership of CMS1 / CMS Energy Corporation

On May 15, 2026 - Fiduciary Trust Co filed a 13F-HR form disclosing ownership of 13,995 shares of CMS Energy Corporation (MX:CMS1) valued at $1,085,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,032 shares of CMS Energy Corporation. This represents a change in shares of -0.26% 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)
2026-05-15 2026-03-31 13F CMS ENERGY COM 125896100 13,995 -37 -0.26 1,086 10.60 0.0075
2026-02-13 2025-12-31 13F CMS ENERGY COM 125896100 14,032 -346 -2.41 981 -6.84 0.0112
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 14,378 369 2.63 1,053 8.56 0.0119
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 14,009 218 1.58 971 -6.28 0.0119
2025-05-15 2025-03-31 13F CMS ENERGY COM 125896100 13,791 122 0.89 1,036 13.61 0.0136
2025-02-14 2024-12-31 13F CMS ENERGY COM 125896100 13,669 -500 -3.53 911 -8.90 0.0120
2024-11-14 2024-09-30 13F CMS ENERGY COM 125896100 14,169 4,016 39.55 1,001 65.56 0.0140
2024-08-14 2024-06-30 13F CMS ENERGY COM 125896100 10,153 0 0.00 604 -1.31 0.0091
2024-05-14 2024-03-31 13F CMS ENERGY COM 125896100 10,153 0 0.00 613 3.90 0.0094
2024-02-12 2023-12-31 13F CMS ENERGY COM 125896100 10,153 -23 -0.23 590 9.07 0.0099
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 10,176 0 0.00 540 -9.55 0.0099
2023-08-01 2023-06-30 13F CMS ENERGY COM 125896100 10,176 35 0.35 598 -4.02 0.0105
2023-05-15 2023-03-31 13F CMS ENERGY COM 125896100 10,141 -1 -0.01 622 -3.12 0.0115
2023-02-14 2022-12-31 13F CMS ENERGY COM 125896100 10,142 23 0.23 642 9.00 0.0125
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 10,119 465 4.82 589 -9.66 0.0127
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 9,654 -7 -0.07 652 -3.55 0.0137
2022-05-12 2022-03-31 13F CMS ENERGY COM 125896100 9,661 4 0.04 676 7.64 0.0121
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 9,657 0 0.00 628 8.84 0.0103
2021-11-12 2021-09-30 13F CMS ENERGY COM 125896100 9,657 0 0.00 577 1.05 0.0103
2021-08-16 2021-06-30 13F CMS ENERGY COM 125896100 9,657 232 2.46 571 -1.04 0.0111
2021-05-19 2021-03-31 13F CMS ENERGY COM 125896100 9,425 -26 -0.28 577 0.00 0.0117
2021-01-26 2020-12-31 13F CMS ENERGY COM 125896100 9,451 0 0.00 577 -0.69 0.0120
2020-11-13 2020-09-30 13F CMS ENERGY COM 125896100 9,451 -28 -0.30 581 4.87 0.0137
2020-08-13 2020-06-30 13F CMS ENERGY COM 125896100 9,479 -9 -0.09 554 -0.72 0.0137
2020-05-15 2020-03-31 13F CMS ENERGY COM 125896100 9,488 0 0.00 558 -6.38 0.0162
2020-02-04 2019-12-31 13F CMS ENERGY COM 125896100 9,488 0 0.00 596 -1.81 0.0139
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 9,488 0 0.00 607 10.36 0.0152
2019-08-14 2019-06-30 13F CMS ENERGY COM 125896100 9,488 0 0.00 550 4.36 0.0144
2019-05-07 2019-03-31 13F CMS ENERGY COM 125896100 9,488 3 0.03 527 12.13 0.0142
2019-01-29 2018-12-31 13F CMS ENERGY COM 125896100 9,485 -8 -0.08 470 1.08 0.0144
2018-11-13 2018-09-30 13F CMS ENERGY COM 125896100 9,493 8 0.08 465 3.79 0.0131
2018-08-03 2018-06-30 13F CMS ENERGY COM 125896100 9,485 -130 -1.35 448 2.99 0.0136
2018-05-07 2018-03-31 13F CMS ENERGY COM 125896100 9,615 -7 -0.07 435 -4.40 0.0134
2018-01-29 2017-12-31 13F CMS ENERGY COM 125896100 9,622 0 0.00 455 2.02 0.0135
2017-11-02 2017-09-30 13F CMS ENERGY COM 125896100 9,622 -6 -0.06 446 0.22 0.0137
2017-08-09 2017-06-30 13F CMS ENERGY COM 125896100 9,628 0 0.00 445 3.25 0.0136
2017-05-15 2017-03-31 13F CMS ENERGY COM 125896100 9,628 7 0.07 431 7.75 0.0132
2017-02-14 2016-12-31 13F CMS ENERGY COM 125896100 9,621 17 0.18 400 -0.74 0.0130
2016-11-14 2016-09-30 13F CMS ENERGY COM 125896100 9,604 0 0.00 403 -8.62 0.0138
2016-08-12 2016-06-30 13F CMS ENERGY COM 125896100 9,604 64 0.67 441 8.89 0.0155
2016-05-16 2016-03-31 13F CMS ENERGY COM 125896100 9,540 24 0.25 405 18.08 0.0143
2016-02-03 2015-12-31 13F CMS ENERGY CORP COM COMMON 125896100 9,516 5 0.05 343 2.08 0.0145
2015-11-10 2015-09-30 13F CMS ENERGY CORP COM COMMON 125896100 9,511 11 0.12 336 11.26 0.0152
2015-08-10 2015-06-30 13F CMS ENERGY CORP COM Common 125896100 9,500 0 0.00 302 -9.04 0.0126
2015-04-28 2015-03-31 13F CMS ENERGY CORP COM Common 125896100 9,500 0 0.00 332 0.61 0.0137
2015-01-26 2014-12-31 13F CMS ENERGY CORP COM Common 125896100 9,500 0 0.00 330 17.02 0.0139
2014-11-03 2014-09-30 13F CMS ENERGY CORP COM Common 125896100 9,500 0 0.00 282 -4.73 0.0124
2014-07-25 2014-06-30 13F CMS ENERGY CORP COM Common 125896100 9,500 0 0.00 296 6.47 0.0127
2014-05-13 2014-03-31 13F CMS ENERGY CORP COM Common 125896100 9,500 0 0.00 278 9.45 0.0123
2014-02-19 2013-12-31 13F CMS ENERGY CORP COM Common 125896100 9,500 0 0.00 254 1.60 0.0112
2013-10-31 2013-09-30 13F/A-1 CMS ENERGY CORP COM Common 125896100 9,500 0 250 0.0115
2013-11-06 2013-09-30 13F/A-2 CMS ENERGY CORP COM Common 125896100 9,500 0 0.00 250 -3.10 0.0115
2013-10-29 2013-09-30 13F CMS ENERGY CORP COM Common 125896100 9,500 250
2013-08-08 2013-06-30 13F CMS ENERGY CORP COM Common 125896100 9,500 9,500 258 0.0119
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.