CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionGreenleaf Trust
Latest Disclosed Ownership10,625 shares
Latest Disclosed Value $ 824,288
Greenleaf Trust reports 3.90% decrease in ownership of CMS1 / CMS Energy Corporation

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 10,625 shares of CMS Energy Corporation (MX:CMS1) valued at $824,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 11,056 shares of CMS Energy Corporation. This represents a change in shares of -3.90% 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)
2026-04-27 2026-03-31 13F CMS Energy Com 125896100 10,625 -431 -3.90 824 6.60 0.0045
2026-01-21 2025-12-31 13F CMS Energy Com 125896100 11,056 426 4.01 773 -0.64 0.0071
2025-10-22 2025-09-30 13F CMS Energy Com 125896100 10,630 -450 -4.06 779 1.43 0.0071
2025-07-17 2025-06-30 13F CMS Energy Com 125896100 11,080 -495 -4.28 768 -11.74 0.0068
2025-04-30 2025-03-31 13F CMS Energy Com 125896100 11,575 210 1.85 869 14.80 0.0079
2025-01-24 2024-12-31 13F CMS Energy COM 125896100 11,365 -29 -0.25 757 -5.85 0.0069
2024-10-22 2024-09-30 13F CMS Energy COM 125896100 11,394 -698 -5.77 805 11.82 0.0072
2024-07-22 2024-06-30 13F CMS Energy COM 125896100 12,092 859 7.65 720 6.20 0.0068
2024-04-29 2024-03-31 13F CMS Energy COM 125896100 11,233 787 7.53 678 11.72 0.0063
2024-01-31 2023-12-31 13F CMS Energy COM 125896100 10,446 2,503 31.51 607 43.94 0.0065
2023-11-09 2023-09-30 13F CMS Energy COM 125896100 7,943 -1,276 -13.84 422 -22.18 0.0049
2023-08-09 2023-06-30 13F CMS Energy COM 125896100 9,219 591 6.85 542 2.27 0.0058
2023-05-11 2023-03-31 13F CMS Energy COM 125896100 8,628 -9,094 -51.31 530 52,800.00 0.0060
2023-01-25 2022-12-31 13F CMS Energy COM 125896100 17,722 970 5.79 1 -99.90 0.0142
2022-11-10 2022-09-30 13F CMS Energy COM 125896100 16,752 26 0.16 976 -13.55 0.0144
2022-08-12 2022-06-30 13F CMS Energy COM 125896100 16,726 -293 -1.72 1,129 -5.13 0.0171
2022-04-27 2022-03-31 13F CMS Energy COM 125896100 17,019 145 0.86 1,190 8.38 0.0142
2022-02-11 2021-12-31 13F CMS Energy COM 125896100 16,874 176 1.05 1,098 10.13 0.0129
2021-11-12 2021-09-30 13F CMS Energy COM 125896100 16,698 -10,295 -38.14 997 -37.49 0.0122
2021-08-10 2021-06-30 13F CMS Energy COM 125896100 26,993 20,113 292.34 1,595 278.86 0.0198
2021-04-30 2021-03-31 13F CMS Energy COM 125896100 6,880 17 0.25 421 0.48 0.0056
2021-02-08 2020-12-31 13F CMS Energy COM 125896100 6,863 -302 -4.21 419 -4.77 0.0056
2020-10-30 2020-09-30 13F CMS Energy COM 125896100 7,165 457 6.81 440 12.24 0.0068
2020-08-12 2020-06-30 13F CMS Energy COM 125896100 6,708 -1,746 -20.65 392 -21.13 0.0069
2020-04-29 2020-03-31 13F CMS Energy COM 125896100 8,454 -248 -2.85 497 -9.14 0.0099
2020-02-11 2019-12-31 13F CMS Energy COM 125896100 8,702 302 3.60 547 1.86 0.0086
2019-11-08 2019-09-30 13F CMS Energy COM 125896100 8,400 3,215 62.01 537 79.00 0.0083
2019-07-24 2019-06-30 13F CMS Energy COM 125896100 5,185 169 3.37 300 7.53 0.0047
2019-05-08 2019-03-31 13F CMS Energy COM 125896100 5,016 215 4.48 279 17.23 0.0046
2019-02-07 2018-12-31 13F CMS Energy COM 125896100 4,801 -1 -0.02 238 1.28 0.0047
2018-10-29 2018-09-30 13F CMS Energy COM 125896100 4,802 -52 -1.07 235 2.62 0.0042
2018-08-07 2018-06-30 13F CMS Energy COM 125896100 4,854 4,854 229 0.0044
2018-04-30 2018-03-31 13F CMS Energy COM 125896100 0 -4,652 -100.00 0 -100.00
2018-02-08 2017-12-31 13F CMS Energy COM 125896100 4,652 4,400 1,746.03 220 1,733.33 0.0045
2017-11-13 2017-09-30 13F CMS Energy COM 125896100 252 -17,602 -98.59 12 -98.55 0.0003
2017-07-24 2017-06-30 13F CMS Energy COM 125896100 17,854 -17 -0.10 826 3.25 0.0189
2017-04-28 2017-03-31 13F CMS Energy COM 125896100 17,871 83 0.47 800 8.11 0.0192
2017-01-24 2016-12-31 13F CMS Energy COM 125896100 17,788 -67 -0.38 740 -1.33 0.0194
2016-10-19 2016-09-30 13F CMS Energy COM 125896100 17,855 -92 -0.51 750 -8.87 0.0197
2016-07-28 2016-06-30 13F CMS Energy COM 125896100 17,947 -6,229 -25.77 823 -19.79 0.0211
2016-04-28 2016-03-31 13F CMS Energy COM 125896100 24,176 0 0.00 1,026 17.66 0.0279
2016-02-05 2015-12-31 13F CMS Energy COM 125896100 24,176 3,000 14.17 872 16.58 0.0263
2015-10-30 2015-09-30 13F CMS Energy COM 125896100 21,176 0 0.00 748 10.98 0.0223
2015-08-12 2015-06-30 13F CMS Energy COM 125896100 21,176 -150 -0.70 674 -9.41 0.0194
2015-04-20 2015-03-31 13F CMS Energy COM 125896100 21,326 21,326 744 0.0223
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.