CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership443 shares
Latest Disclosed Value $ 34,369
Johnson Financial Group, Inc. ownership in CMS1 / CMS Energy Corporation

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 443 shares of CMS Energy Corporation (MX:CMS1) valued at $34,369 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 443 shares of CMS Energy Corporation. This represents a change in shares of 0.00% 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 443 0 0.00 34 13.33 0.0009
2026-02-12 2025-12-31 13F CMS ENERGY COM 125896100 443 0 0.00 31 -6.25 0.0012
2025-11-13 2025-09-30 13F CMS ENERGY COM 125896100 443 105 31.07 32 39.13 0.0012
2025-08-13 2025-06-30 13F CMS ENERGY COM 125896100 338 0 0.00 23 -8.00 0.0011
2025-05-15 2025-03-31 13F CMS ENERGY COM 125896100 338 0 0.00 25 13.64 0.0012
2025-02-14 2024-12-31 13F CMS ENERGY COM 125896100 338 0 0.00 22 -4.35 0.0011
2024-11-13 2024-09-30 13F CMS ENERGY COM 125896100 338 0 0.00 24 15.00 0.0011
2024-08-14 2024-06-30 13F CMS ENERGY COM 125896100 338 0 0.00 20 0.00 0.0010
2024-05-14 2024-03-31 13F CMS ENERGY COM 125896100 338 0 0.00 20 5.26 0.0011
2024-02-09 2023-12-31 13F/A-1 CMS ENERGY COM 125896100 338 0 0.00 20 11.76 0.0011
2024-02-09 2023-12-31 13F CMS ENERGY COM 125896100 338 0 20 0.0006
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 338 0 0.00 18 -10.53 0.0012
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 338 0 0.00 20 -5.00 0.0014
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 338 154 83.70 21 81.82 0.0015
2023-02-13 2022-12-31 13F CMS ENERGY COM 125896100 184 0 0.00 12 10.00 0.0009
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 184 -338 -64.75 10 -71.43 0.0009
2022-08-15 2022-06-30 13F CMS ENERGY COM 125896100 522 0 0.00 35 -5.41 0.0025
2022-05-16 2022-03-31 13F CMS ENERGY COM 125896100 522 0 0.00 37 8.82 0.0026
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 522 0 0.00 34 9.68 0.0022
2021-11-12 2021-09-30 13F CMS ENERGY COM 125896100 522 0 0.00 31 0.00 0.0021
2021-08-13 2021-06-30 13F CMS ENERGY COM 125896100 522 0 0.00 31 -3.12 0.0020
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 522 0 0.00 32 0.00 0.0022
2021-02-12 2020-12-31 13F CMS ENERGY COM 125896100 522 0 0.00 32 0.00 0.0027
2020-11-12 2020-09-30 13F CMS ENERGY COM 125896100 522 0 0.00 32 6.67 0.0033
2020-08-11 2020-06-30 13F CMS ENERGY COM 125896100 522 0 0.00 30 -3.23 0.0032
2020-05-14 2020-03-31 13F CMS ENERGY COM 125896100 522 -134 -20.43 31 -24.39 0.0037
2020-02-14 2019-12-31 13F CMS ENERGY COM 125896100 656 -90 -12.06 41 -14.58 0.0037
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 746 -160 -17.66 48 -9.43 0.0044
2019-08-09 2019-06-30 13F CMS ENERGY COM 125896100 906 -81 -8.21 53 -3.64 0.0047
2019-05-13 2019-03-31 13F CMS ENERGY COM 125896100 987 -134 -11.95 55 -1.79 0.0049
2019-02-11 2018-12-31 13F CMS ENERGY COM 125896100 1,121 -30 -2.61 56 -1.75 0.0058
2018-11-09 2018-09-30 13F CMS ENERGY COM 125896100 1,151 -875 -43.19 57 -40.00 0.0058
2018-08-07 2018-06-30 13F CMS ENERGY COM 125896100 2,026 -860 -29.80 95 -27.48 0.0104
2018-05-07 2018-03-31 13F CMS ENERGY COM 125896100 2,886 -20,372 -87.59 131 -88.09 0.0157
2018-02-12 2017-12-31 13F CMS ENERGY COM 125896100 23,258 2,497 12.03 1,100 14.46 0.1347
2017-11-09 2017-09-30 13F CMS ENERGY COM 125896100 20,761 1,795 9.46 961 9.58 0.1264
2017-08-10 2017-06-30 13F CMS ENERGY COM 125896100 18,966 -961 -4.82 877 -1.68 0.1261
2017-05-12 2017-03-31 13F CMS ENERGY COM 125896100 19,927 656 3.40 892 11.22 0.1123
2017-02-07 2016-12-31 13F/A-1 CMS ENERGY COM 125896100 19,271 2,895 17.68 802 16.57 0.1106
2017-02-02 2016-12-31 13F CMS ENERGY COM 125896100 19,271 802
2016-11-14 2016-09-30 13F CMS ENERGY COM 125896100 16,376 -1,460 -8.19 688 -15.89 0.0919
2016-08-12 2016-06-30 13F CMS ENERGY COM 125896100 17,836 310 1.77 818 9.95 0.1133
2016-05-09 2016-03-31 13F CMS ENERGY COM 125896100 17,526 2,912 19.93 744 41.18 0.1488
2016-02-08 2015-12-31 13F CMS ENERGY COM 125896100 14,614 143 0.99 527 3.13 0.1095
2015-11-02 2015-09-30 13F CMS ENERGY COM 125896100 14,471 2,559 21.48 511 34.83 0.1118
2015-08-11 2015-06-30 13F CMS ENERGY COM 125896100 11,912 -175 -1.45 379 -10.19 0.0786
2015-05-12 2015-03-31 13F CMS ENERGY COM 125896100 12,087 1,236 11.39 422 11.94 0.0906
2015-02-10 2014-12-31 13F CMS ENERGY COM 125896100 10,851 126 1.17 377 18.55 0.0875
2014-11-14 2014-09-30 13F CMS ENERGY COM 125896100 10,725 812 8.19 318 2.91 0.0829
2014-08-06 2014-06-30 13F CMS ENERGY COM 125896100 9,913 -533 -5.10 309 0.98 0.0815
2014-05-14 2014-03-31 13F CMS ENERGY COM 125896100 10,446 134 1.30 306 10.87 0.0894
2014-02-11 2013-12-31 13F CMS ENERGY COM 125896100 10,312 -339 -3.18 276 -1.43 0.0799
2013-11-14 2013-09-30 13F CMS ENERGY COM 125896100 10,651 -3,009 -22.03 280 -24.53 0.0849
2013-08-14 2013-06-30 13F CMS ENERGY COM 125896100 13,660 13,660 371 0.1033
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.