CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership947,185 shares
Latest Disclosed Value $ 73,482,593
First Trust Advisors Lp reports 12.37% decrease in ownership of CMS1 / CMS Energy Corporation

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 947,185 shares of CMS Energy Corporation (MX:CMS1) valued at $73,482,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,080,881 shares of CMS Energy Corporation. This represents a change in shares of -12.37% 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)
2026-05-13 2026-03-31 13F CMS ENERGY COM 125896100 947,185 -133,696 -12.37 73,483 -2.78 0.0524
2026-02-13 2025-12-31 13F CMS ENERGY COM 125896100 1,080,881 -23,388 -2.12 75,586 -6.57 0.0549
2025-11-12 2025-09-30 13F CMS ENERGY COM 125896100 1,104,269 75,241 7.31 80,899 13.48 0.0601
2025-08-13 2025-06-30 13F CMS ENERGY COM 125896100 1,029,028 -97,164 -8.63 71,291 -15.72 0.0573
2025-05-14 2025-03-31 13F CMS ENERGY COM 125896100 1,126,192 247,401 28.15 84,588 44.42 0.0749
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 878,791 -41,738 -4.53 58,571 -9.91 0.0516
2024-11-13 2024-09-30 13F CMS ENERGY COM 125896100 920,529 -44,254 -4.59 65,017 13.20 0.0619
2024-08-13 2024-06-30 13F CMS ENERGY COM 125896100 964,783 -212,539 -18.05 57,434 -19.15 0.0586
2024-05-13 2024-03-31 13F CMS ENERGY COM 125896100 1,177,322 974,265 479.80 71,040 502.48 0.0721
2024-02-13 2023-12-31 13F CMS ENERGY COM 125896100 203,057 -1,166,896 -85.18 11,792 -83.79 0.0129
2023-11-13 2023-09-30 13F CMS ENERGY COM 125896100 1,369,953 -17,009 -1.23 72,758 -10.71 0.0862
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 1,386,962 -33,386 -2.35 81,484 -6.53 0.0927
2023-05-15 2023-03-31 13F CMS ENERGY COM 125896100 1,420,348 15,779 1.12 87,181 -2.00 0.1007
2023-02-09 2022-12-31 13F CMS ENERGY COM 125896100 1,404,569 191,611 15.80 88,956 25.93 0.1058
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 1,212,958 -55,477 -4.37 70,642 -17.49 0.0916
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 1,268,435 115,337 10.00 85,619 6.16 0.1057
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 1,153,098 -42,063 -3.52 80,648 3.73 0.0825
2022-02-08 2021-12-31 13F CMS ENERGY COM 125896100 1,195,161 -11,108 -0.92 77,746 7.90 0.0756
2021-11-15 2021-09-30 13F CMS ENERGY COM 125896100 1,206,269 -41,382 -3.32 72,051 -2.27 0.0775
2021-10-12 2021-06-30 13F/A-1 CMS ENERGY COM 125896100 1,247,651 57,915 4.87 73,721 1.13 0.0798
2021-08-16 2021-06-30 13F CMS ENERGY COM 125896100 1,818,749 629,013 107,452 0.1108
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 1,189,736 81,282 7.33 72,896 7.79 0.0883
2021-02-02 2020-12-31 13F CMS ENERGY COM 125896100 1,108,454 171,780 18.34 67,627 17.57 0.0896
2020-11-05 2020-09-30 13F CMS ENERGY COM 125896100 936,674 -81,835 -8.03 57,521 -3.33 0.0921
2020-07-22 2020-06-30 13F CMS ENERGY COM 125896100 1,018,509 162,105 18.93 59,501 18.26 0.1031
2020-05-06 2020-03-31 13F CMS ENERGY COM 125896100 856,404 -16,231 -1.86 50,314 -8.25 0.1140
2020-02-03 2019-12-31 13F CMS ENERGY COM 125896100 872,635 9,183 1.06 54,836 -0.69 0.0936
2019-11-04 2019-09-30 13F CMS ENERGY COM 125896100 863,452 74,712 9.47 55,218 20.89 0.1040
2019-07-30 2019-06-30 13F CMS ENERGY COM 125896100 788,740 195,820 33.03 45,676 38.70 0.0861
2019-06-19 2019-03-31 13F/A-1 CMS ENERGY COM 125896100 592,920 -58,994 -9.05 32,931 1.74 0.0655
2019-05-09 2019-03-31 13F CMS ENERGY COM 125896100 592,920 -58,994 32,931
2019-02-07 2018-12-31 13F CMS ENERGY COM 125896100 651,914 -10,297 -1.55 32,368 -0.25 0.0767
2018-10-25 2018-09-30 13F CMS ENERGY COM 125896100 662,211 32,216 5.11 32,448 8.94 0.0604
2018-08-02 2018-06-30 13F CMS ENERGY COM 125896100 629,995 -46,690 -6.90 29,786 -2.81 0.0618
2018-04-23 2018-03-31 13F CMS ENERGY COM 125896100 676,685 17,967 2.73 30,647 -1.64 0.0704
2018-02-08 2017-12-31 13F CMS ENERGY COM 125896100 658,718 -192,422 -22.61 31,157 -20.97 0.0742
2017-10-24 2017-09-30 13F CMS ENERGY COM 125896100 851,140 -19,651 -2.26 39,425 -2.11 0.1014
2017-08-02 2017-06-30 13F CMS ENERGY COM 125896100 870,791 112,528 14.84 40,274 18.71 0.1075
2017-05-02 2017-03-31 13F CMS ENERGY COM 125896100 758,263 118,299 18.49 33,925 27.37 0.0940
2017-02-06 2016-12-31 13F CMS ENERGY COM 125896100 639,964 286,202 80.90 26,635 79.22 0.0793
2016-11-01 2016-09-30 13F CMS ENERGY COM 125896100 353,762 815 0.23 14,862 -8.18 0.0444
2016-08-04 2016-06-30 13F CMS ENERGY COM 125896100 352,947 -144,276 -29.02 16,186 -23.30 0.0510
2016-05-10 2016-03-31 13F CMS ENERGY COM 125896100 497,223 91,075 22.42 21,102 44.00 0.0678
2016-05-04 2015-12-31 13F/A-1 CMS ENERGY COM 125896100 406,148 -115,739 -22.18 14,654 -20.50 0.0380
2016-02-03 2015-12-31 13F CMS ENERGY COM 125896100 406,148 14,654
2015-11-05 2015-09-30 13F CMS ENERGY COM 125896100 521,887 -28,343 -5.15 18,433 5.22 0.0534
2015-08-04 2015-06-30 13F CMS ENERGY COM 125896100 550,230 16,078 3.01 17,519 -6.05 0.0455
2015-05-04 2015-03-31 13F CMS ENERGY COM 125896100 534,152 -507,711 -48.73 18,647 -48.50 0.0548
2015-02-13 2014-12-31 13F CMS ENERGY COM 125896100 1,041,863 210,922 25.38 36,205 46.90 0.1221
2014-11-12 2014-09-30 13F CMS ENERGY COM 125896100 830,941 110,662 15.36 24,646 9.85 0.0969
2014-08-11 2014-06-30 13F CMS ENERGY COM 125896100 720,279 -415,590 -36.59 22,437 -32.54 0.0932
2014-05-12 2014-03-31 13F CMS ENERGY COM 125896100 1,135,869 682,068 150.30 33,258 173.77 0.1461
2014-08-08 2013-12-31 13F/A-1 CMS ENERGY COM 125896100 453,801 -27,622 -5.74 12,148 -4.13 0.0589
2014-02-13 2013-12-31 13F CMS ENERGY COM 125896100 1,085,504 29,059
2013-11-12 2013-09-30 13F CMS ENERGY COM 125896100 481,423 262,937 120.35 12,671 113.46 0.0687
2013-08-12 2013-06-30 13F CMS ENERGY COM 125896100 218,486 218,486 5,936 0.0386
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.