CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionLPL Financial LLC
Latest Disclosed Ownership458,003 shares
Latest Disclosed Value $ 35,531,907
LPL Financial LLC reports 3.94% increase in ownership of CMS1 / CMS Energy Corporation

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 458,003 shares of CMS Energy Corporation (MX:CMS1) valued at $35,531,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 440,626 shares of CMS Energy Corporation. This represents a change in shares of 3.94% 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)
2026-05-06 2026-03-31 13F CMS ENERGY COM 125896100 458,003 17,377 3.94 35,532 15.32 0.0094
2026-02-11 2025-12-31 13F CMS ENERGY COM 125896100 440,626 5,098 1.17 30,813 -3.43 0.0084
2025-11-12 2025-09-30 13F CMS ENERGY COM 125896100 435,528 29,140 7.17 31,907 13.33 0.0093
2025-08-12 2025-06-30 13F CMS ENERGY COM 125896100 406,388 30,390 8.08 28,155 -0.31 0.0094
2025-05-07 2025-03-31 13F CMS ENERGY COM 125896100 375,998 118,848 46.22 28,241 64.78 0.0110
2025-02-11 2024-12-31 13F CMS ENERGY COM 125896100 257,150 -17,292 -6.30 17,139 -11.58 0.0070
2024-11-08 2024-09-30 13F CMS ENERGY COM 125896100 274,442 27,109 10.96 19,384 31.65 0.0086
2024-08-07 2024-06-30 13F CMS ENERGY COM 125896100 247,333 16,713 7.25 14,724 5.81 0.0073
2024-05-10 2024-03-31 13F CMS ENERGY COM 125896100 230,620 2,814 1.24 13,916 5.19 0.0075
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 227,806 -4,665 -2.01 13,229 7.14 0.0080
2023-11-13 2023-09-30 13F CMS ENERGY COM 125896100 232,471 50,472 27.73 12,347 15.47 0.0086
2023-07-31 2023-06-30 13F CMS ENERGY COM 125896100 181,999 17,427 10.59 10,692 5.85 0.0076
2023-05-10 2023-03-31 13F CMS ENERGY COM 125896100 164,572 -154 -0.09 10,101 -3.17 0.0079
2023-02-07 2022-12-31 13F CMS ENERGY COM 125896100 164,726 57,245 53.26 10,432 66.65 0.0089
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 107,481 8,025 8.07 6,260 -6.75 0.0060
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 99,456 14,973 17.72 6,713 13.61 0.0064
2022-05-16 2022-03-31 13F CMS ENERGY COM 125896100 84,483 4,856 6.10 5,909 14.07 0.0051
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 79,627 10,554 15.28 5,180 25.55 0.0043
2021-11-15 2021-09-30 13F CMS ENERGY COM 125896100 69,073 3,444 5.25 4,126 6.42 0.0039
2021-08-13 2021-06-30 13F CMS ENERGY COM 125896100 65,629 5,888 9.86 3,877 6.02 0.0039
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 59,741 6,402 12.00 3,657 12.38 0.0042
2021-02-12 2020-12-31 13F CMS ENERGY COM 125896100 53,339 11,107 26.30 3,254 25.49 0.0042
2020-11-09 2020-09-30 13F CMS ENERGY COM 125896100 42,232 1,368 3.35 2,593 8.63 0.0040
2020-08-13 2020-06-30 13F CMS ENERGY COM 125896100 40,864 5,173 14.49 2,387 13.83 0.0042
2020-05-14 2020-03-31 13F CMS ENERGY COM 125896100 35,691 -3,080 -7.94 2,097 -13.92 0.0045
2020-02-14 2019-12-31 13F CMS ENERGY COM 125896100 38,771 4,790 14.10 2,436 12.10 0.0044
2019-11-13 2019-09-30 13F CMS ENERGY COM 125896100 33,981 6,350 22.98 2,173 35.81 0.0044
2019-08-09 2019-06-30 13F CMS ENERGY COM 125896100 27,631 1,946 7.58 1,600 12.12 0.0034
2019-05-08 2019-03-31 13F CMS ENERGY COM 125896100 25,685 1,601 6.65 1,427 19.31 0.0032
2019-02-07 2018-12-31 13F CMS ENERGY COM 125896100 24,084 604 2.57 1,196 3.91 0.0032
2018-11-14 2018-09-30 13F CMS ENERGY COM 125896100 23,480 -414 -1.73 1,151 1.86 0.0028
2018-08-14 2018-06-30 13F CMS ENERGY COM 125896100 23,894 -3,389 -12.42 1,130 -8.58 0.0030
2018-05-15 2018-03-31 13F CMS ENERGY COM 125896100 27,283 3,940 16.88 1,236 11.96 0.0034
2018-02-14 2017-12-31 13F CMS ENERGY COM 125896100 23,343 2,277 10.81 1,104 13.11 0.0034
2017-11-14 2017-09-30 13F CMS ENERGY COM 125896100 21,066 -148 -0.70 976 -0.51 0.0034
2017-08-14 2017-06-30 13F CMS ENERGY COM 125896100 21,214 -294 -1.37 981 1.76 0.0037
2017-05-15 2017-03-31 13F CMS ENERGY COM 125896100 21,508 -47 -0.22 964 7.71 0.0066
2017-02-13 2016-12-31 13F CMS ENERGY COM 125896100 21,555 -14,699 -40.54 895 -38.99 0.0068
2016-11-16 2016-09-30 13F CMS ENERGY COM 125896100 36,254 -4,270 -10.54 1,467 -21.59 0.0139
2016-08-15 2016-06-30 13F CMS ENERGY COM 125896100 40,524 -26,101 -39.18 1,871 -32.77 0.0158
2016-05-16 2016-03-31 13F CMS ENERGY COM 125896100 66,625 -2,987 -4.29 2,783 11.41 0.0077
2016-02-12 2015-12-31 13F CMS ENERGY COM 125896100 69,612 32,799 89.10 2,498 89.82 0.0069
2015-11-13 2015-09-30 13F CMS ENERGY COM 125896100 36,813 -629 -1.68 1,316 6.73 0.0072
2015-08-14 2015-06-30 13F CMS ENERGY COM 125896100 37,442 -18,350 -32.89 1,233 -37.22 0.0063
2015-05-14 2015-03-31 13F CMS ENERGY COM 125896100 55,792 18,820 50.90 1,964 52.84 0.0100
2015-02-13 2014-12-31 13F CMS ENERGY COM 125896100 36,972 -2,212 -5.65 1,285 10.02 0.0070
2014-11-10 2014-09-30 13F CMS ENERGY COM 125896100 39,184 -26,640 -40.47 1,168 -43.02 0.0070
2014-08-05 2014-06-30 13F/A-1 CMS ENERGY COM 125896100 65,824 31,645 92.59 2,050 104.80 0.0119
2014-08-05 2014-06-30 13F CMS ENERGY COM 125896100 65,824 1,693
2014-05-12 2014-03-31 13F CMS ENERGY COM 125896100 34,179 2,194 6.86 1,001 16.94 0.0062
2014-02-13 2013-12-31 13F CMS ENERGY COM 125896100 31,985 698 2.23 856 1.54 0.0053
2013-11-04 2013-09-30 13F CMS ENERGY COM 125896100 31,287 1,063 3.52 843 2.68 0.0056
2013-08-15 2013-06-30 13F CMS ENERGY COM 125896100 30,224 30,224 821 0.0059
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.