CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership4,211 shares
Latest Disclosed Value $ 326,689
Panagora Asset Management Inc reports 68.78% decrease in ownership of CMS1 / CMS Energy Corporation

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 4,211 shares of CMS Energy Corporation (MX:CMS1) valued at $326,689 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,486 shares of CMS Energy Corporation. This represents a change in shares of -68.78% 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)
2026-05-14 2026-03-31 13F CMS ENERGY COM 125896100 4,211 -9,275 -68.78 327 -65.43 0.0012
2026-02-13 2025-12-31 13F CMS ENERGY COM 125896100 13,486 -75,000 -84.76 943 -85.45 0.0033
2025-11-13 2025-09-30 13F CMS ENERGY COM 125896100 88,486 -6,384 -6.73 6,482 -1.37 0.0261
2025-08-13 2025-06-30 13F CMS ENERGY COM 125896100 94,870 52,863 125.84 6,573 108.30 0.0296
2025-05-15 2025-03-31 13F CMS ENERGY COM 125896100 42,007 -16,156 -27.78 3,155 -18.60 0.0158
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 58,163 -73,589 -55.85 3,877 -58.34 0.0179
2024-11-13 2024-09-30 13F CMS ENERGY COM 125896100 131,752 74,745 131.12 9,306 174.24 0.0445
2024-07-29 2024-06-30 13F CMS ENERGY COM 125896100 57,007 -256,304 -81.80 3,394 -82.05 0.0171
2024-05-07 2024-03-31 13F CMS ENERGY COM 125896100 313,311 235,012 300.15 18,905 315.86 0.0985
2024-02-08 2023-12-31 13F CMS ENERGY COM 125896100 78,299 3,672 4.92 4,547 14.71 0.0254
2023-10-31 2023-09-30 13F CMS ENERGY COM 125896100 74,627 2,784 3.88 3,963 -6.09 0.0246
2023-08-11 2023-06-30 13F CMS ENERGY COM 125896100 71,843 1,508 2.14 4,221 -2.25 0.0249
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 70,335 -25,804 -26.84 4,317 -29.09 0.0273
2023-02-13 2022-12-31 13F CMS ENERGY COM 125896100 96,139 -30,089 -23.84 6,088 -17.19 0.0399
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 126,228 -9,975 -7.32 7,352 -20.03 0.0510
2022-08-15 2022-06-30 13F CMS ENERGY COM 125896100 136,203 -5,402 -3.81 9,194 -7.17 0.0603
2022-05-12 2022-03-31 13F CMS ENERGY COM 125896100 141,605 22,988 19.38 9,904 28.36 0.0539
2022-02-10 2021-12-31 13F CMS ENERGY COM 125896100 118,617 -21,689 -15.46 7,716 -7.92 0.0409
2021-11-10 2021-09-30 13F CMS ENERGY COM 125896100 140,306 -10,431 -6.92 8,380 -5.91 0.0448
2021-08-11 2021-06-30 13F CMS ENERGY COM 125896100 150,737 -800,587 -84.16 8,906 -84.71 0.0477
2021-05-12 2021-03-31 13F CMS ENERGY COMMON 125896100 951,324 30,391 3.30 58,240 3.66 0.3270
2021-02-10 2020-12-31 13F CMS ENERGY COMMON 125896100 920,933 351,927 61.85 56,186 60.79 0.3325
2020-11-13 2020-09-30 13F CMS ENERGY COMMON 125896100 569,006 -262,894 -31.60 34,943 -28.10 0.2189
2020-08-12 2020-06-30 13F CMS ENERGY COMMON 125896100 831,900 -14,992 -1.77 48,600 -2.32 0.3098
2020-05-14 2020-03-31 13F CMS ENERGY COMMON 125896100 846,892 7,948 0.95 49,755 -5.62 0.3519
2020-02-12 2019-12-31 13F CMS ENERGY COMMON 125896100 838,944 -119,904 -12.51 52,719 -14.02 0.2394
2019-11-12 2019-09-30 13F CMS ENERGY COMMON 125896100 958,848 20,502 2.18 61,318 12.84 0.2829
2019-08-09 2019-06-30 13F CMS ENERGY COMMON 125896100 938,346 -3,711 -0.39 54,340 3.86 0.2430
2019-05-15 2019-03-31 13F CMS ENERGY COMMON 125896100 942,057 -265,738 -22.00 52,322 -12.75 0.2326
2019-02-14 2018-12-31 13F CMS ENERGY COMMON 125896100 1,207,795 223,832 22.75 59,967 24.38 0.2791
2018-11-13 2018-09-30 13F CMS ENERGY COMMON 125896100 983,963 213,103 27.64 48,214 32.29 0.1814
2018-08-14 2018-06-30 13F CMS ENERGY COMMON 125896100 770,860 17,840 2.37 36,446 6.87 0.1445
2018-05-15 2018-03-31 13F CMS ENERGY COMMON 125896100 753,020 -17,398 -2.26 34,104 -6.41 0.1345
2018-02-14 2017-12-31 13F CMS ENERGY COMMON 125896100 770,418 -11,635 -1.49 36,441 0.60 0.1367
2017-11-14 2017-09-30 13F CMS ENERGY COMMON 125896100 782,053 226,825 40.85 36,225 41.07 0.1434
2017-08-14 2017-06-30 13F CMS ENERGY COMMON 125896100 555,228 13,272 2.45 25,679 5.91 0.1034
2017-05-15 2017-03-31 13F CMS ENERGY COMMON 125896100 541,956 393,583 265.27 24,247 292.66 0.1010
2017-02-14 2016-12-31 13F CMS ENERGY COMMON 125896100 148,373 -42,793 -22.39 6,175 -23.11 0.0283
2016-11-14 2016-09-30 13F CMS ENERGY COMMON 125896100 191,166 16,065 9.17 8,031 0.01 0.0383
2016-08-15 2016-06-30 13F CMS ENERGY COMMON 125896100 175,101 -20,013 -10.26 8,030 -3.03 0.0399
2016-05-16 2016-03-31 13F CMS ENERGY COMMON 125896100 195,114 30,781 18.73 8,281 39.67 0.0411
2016-02-12 2015-12-31 13F CMS ENERGY COMMON 125896100 164,333 677 0.41 5,929 2.58 0.0292
2015-11-13 2015-09-30 13F CMS ENERGY COMMON 125896100 163,656 16,011 10.84 5,780 22.95 0.0305
2015-08-14 2015-06-30 13F CMS ENERGY COMMON 125896100 147,645 -5,291 -3.46 4,701 -11.95 0.0236
2015-05-15 2015-03-31 13F CMS ENERGY COMMON 125896100 152,936 -38,536 -20.13 5,339 -19.76 0.0271
2015-02-13 2014-12-31 13F CMS ENERGY COMMON 125896100 191,472 -1,052,034 -84.60 6,654 -81.96 0.0340
2014-11-12 2014-09-30 13F CMS ENERGY COMMON 125896100 1,243,506 -25,005 -1.97 36,883 -6.66 0.1787
2014-08-14 2014-06-30 13F CMS ENERGY COMMON 125896100 1,268,511 494,491 63.89 39,514 74.35 0.1918
2014-05-15 2014-03-31 13F CMS ENERGY COMMON 125896100 774,020 634,200 453.58 22,663 505.48 0.1070
2014-02-21 2013-12-31 13F CMS ENERGY COMMON 125896100 139,820 -362,109 -72.14 3,743 -71.67 0.0173
2013-11-14 2013-09-30 13F CMS ENERGY COMMON 125896100 501,929 359,641 252.76 13,211 241.72 0.0649
2013-08-14 2013-06-30 13F CMS ENERGY COMMON 125896100 142,288 142,288 3,866 0.0198
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.