CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionFIL Ltd
Latest Disclosed Ownership3,036,193 shares
Latest Disclosed Value $ 235,547,853
FIL Ltd reports 0.79% increase in ownership of CMS1 / CMS Energy Corporation

On May 15, 2026 - FIL Ltd filed a 13F-HR form disclosing ownership of 3,036,193 shares of CMS Energy Corporation (MX:CMS1) valued at $235,547,853 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,012,486 shares of CMS Energy Corporation. This represents a change in shares of 0.79% 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 3,036,193 23,707 0.79 235,548 11.81 0.1017
2026-02-17 2025-12-31 13F CMS ENERGY COM 125896100 3,012,486 49,134 1.66 210,663 -2.96 0.1577
2025-11-13 2025-09-30 13F CMS ENERGY COM 125896100 2,963,352 2,027 0.07 217,095 5.82 0.1706
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 2,961,325 14,528 0.49 205,161 -7.31 0.1752
2025-05-12 2025-03-31 13F CMS ENERGY COM 125896100 2,946,797 8,713 0.30 221,334 13.03 0.2103
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 2,938,084 -10,189 -0.35 195,823 -5.96 0.1829
2024-11-13 2024-09-30 13F CMS ENERGY COM 125896100 2,948,273 94,739 3.32 208,237 22.59 0.1888
2024-08-13 2024-06-30 13F CMS ENERGY COM 125896100 2,853,534 -30,005 -1.04 169,871 -2.37 0.1680
2024-05-13 2024-03-31 13F CMS ENERGY COM 125896100 2,883,539 370 0.01 173,993 3.92 0.1725
2024-02-13 2023-12-31 13F CMS ENERGY COM 125896100 2,883,169 -3,972 -0.14 167,426 9.19 0.1759
2023-11-13 2023-09-30 13F CMS ENERGY COM 125896100 2,887,141 0 0.00 153,336 -9.60 0.1806
2023-08-11 2023-06-30 13F CMS ENERGY COM 125896100 2,887,141 38,348 1.35 169,620 -3.00 0.1906
2023-05-11 2023-03-31 13F CMS ENERGY COM 125896100 2,848,793 -45,032 -1.56 174,859 -4.59 0.2006
2023-02-13 2022-12-31 13F CMS ENERGY COM 125896100 2,893,825 1,048,461 56.82 183,266 70.52 0.2199
2022-11-10 2022-09-30 13F CMS ENERGY COM 125896100 1,845,364 -301,765 -14.05 107,475 -25.84 0.1382
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 2,147,129 -265,965 -11.02 144,931 -14.13 0.1725
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 2,413,094 -23,535 -0.97 168,772 6.48 0.1730
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 2,436,629 -318,113 -11.55 158,503 -3.67 0.1626
2021-11-15 2021-09-30 13F CMS ENERGY COM 125896100 2,754,742 -109,013 -3.81 164,540 -2.75 0.1827
2021-08-13 2021-06-30 13F CMS ENERGY COM 125896100 2,863,755 68,185 2.44 169,191 -1.14 0.1816
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 2,795,570 952,241 51.66 171,145 52.18 0.1948
2021-03-23 2020-12-31 13F/A-1 CMS ENERGY COM 125896100 1,843,329 -955,448 -34.14 112,461 -34.57 0.1385
2021-02-08 2020-12-31 13F CMS ENERGY COM 125896100 1,843,329 -955,448 112,461 54,392.0808
2020-11-13 2020-09-30 13F CMS ENERGY COM 125896100 2,798,777 -13,455 -0.48 171,872 4.62 0.2132
2020-08-13 2020-06-30 13F CMS ENERGY COM 125896100 2,812,232 11,187 0.40 164,290 -0.16 0.2215
2020-05-14 2020-03-31 13F CMS ENERGY COM 125896100 2,801,045 148,336 5.59 164,561 -1.28 0.2704
2020-02-07 2019-12-31 13F CMS ENERGY COM 125896100 2,652,709 -105,374 -3.82 166,697 -5.49 0.2311
2019-11-13 2019-09-30 13F CMS ENERGY COM 125896100 2,758,083 -44,982 -1.60 176,379 8.66 0.2667
2019-08-13 2019-06-30 13F CMS ENERGY COM 125896100 2,803,065 4,643 0.17 162,326 4.44 0.2447
2019-05-13 2019-03-31 13F CMS ENERGY COM 125896100 2,798,422 53,134 1.94 155,424 14.03 0.2435
2019-02-13 2018-12-31 13F CMS ENERGY COM 125896100 2,745,288 -58,597 -2.09 136,304 -0.79 0.2419
2018-11-09 2018-09-30 13F CMS ENERGY COM 125896100 2,803,885 6,903 0.25 137,390 3.89 0.2032
2018-08-10 2018-06-30 13F CMS ENERGY COM 125896100 2,796,982 2,164,084 341.93 132,242 361.35 0.1994
2018-05-14 2018-03-31 13F CMS ENERGY COM 125896100 632,898 333,066 111.08 28,664 102.12 0.0788
2018-02-12 2017-12-31 13F CMS ENERGY COM 125896100 299,832 -5,350 -1.75 14,182 0.33 0.0395
2017-11-13 2017-09-30 13F CMS ENERGY COM 125896100 305,182 -6,531 -2.10 14,136 -1.95 0.0405
2017-08-29 2017-06-30 13F/A-1 CMS ENERGY COM 125896100 311,713 -328 -0.11 14,417 3.27 0.0416
2017-08-11 2017-06-30 13F CMS ENERGY COM 125896100 311,713 -328 14,417
2017-05-11 2017-03-31 13F CMS ENERGY COM 125896100 312,041 -3,665 -1.16 13,961 6.25 0.0393
2017-02-10 2016-12-31 13F CMS ENERGY COM 125896100 315,706 -920,180 -74.46 13,140 -74.69 0.0385
2016-11-14 2016-09-30 13F CMS ENERGY COM 125896100 1,235,886 -94,715 -7.12 51,920 -14.92 0.1554
2016-08-11 2016-06-30 13F CMS ENERGY COM 125896100 1,330,601 -76,047 -5.41 61,022 2.22 0.1944
2016-05-16 2016-03-31 13F CMS ENERGY COM 125896100 1,406,648 -1,344,360 -48.87 59,698 -39.86 0.1848
2016-02-12 2015-12-31 13F CMS ENERGY COM 125896100 2,751,008 24,663 0.90 99,257 3.08 0.3019
2015-11-10 2015-09-30 13F CMS ENERGY COM 125896100 2,726,345 448,437 19.69 96,295 32.77 0.3349
2015-08-13 2015-06-30 13F CMS ENERGY COM 125896100 2,277,908 -167,445 -6.85 72,529 -15.04 0.2312
2015-05-14 2015-03-31 13F CMS ENERGY COM 125896100 2,445,353 681,710 38.65 85,366 39.29 0.2750
2015-02-17 2014-12-31 13F CMS ENERGY COM 125896100 1,763,643 1,628,855 1,208.46 61,287 1,432.94 0.2115
2014-11-14 2014-09-30 13F CMS ENERGY COM 125896100 134,788 -62,146 -31.56 3,998 -34.82 0.0153
2014-08-14 2014-06-30 13F CMS ENERGY COM 125896100 196,934 -110,419 -35.93 6,134 -31.84 0.0230
2014-05-15 2014-03-31 13F CMS ENERGY COM 125896100 307,353 -88,249 -22.31 8,999 -15.02 0.0327
2014-02-13 2013-12-31 13F CMS ENERGY COM 125896100 395,602 91,102 29.92 10,590 32.14 0.0426
2013-11-14 2013-09-30 13F CMS ENERGY COM 125896100 304,500 304,500 8,014 0.0383
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.