CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionPnc Financial Services Group, Inc.
Latest Disclosed Ownership96,709 shares
Latest Disclosed Value $ 7,502,646
Pnc Financial Services Group, Inc. reports 20.25% increase in ownership of CMS1 / CMS Energy Corporation

On May 8, 2026 - Pnc Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 96,709 shares of CMS Energy Corporation (MX:CMS1) valued at $7,502,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 80,426 shares of CMS Energy Corporation. This represents a change in shares of 20.25% 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)
2026-05-08 2026-03-31 13F CMS ENERGY COM 125896100 96,709 16,283 20.25 7,503 33.39 0.0007
2026-02-06 2025-12-31 13F CMS ENERGY COM 125896100 80,426 -2,935 -3.52 5,624 -7.91 0.0031
2025-11-07 2025-09-30 13F CMS ENERGY COM 125896100 83,361 9,723 13.20 6,107 19.72 0.0037
2025-08-08 2025-06-30 13F CMS ENERGY COM 125896100 73,638 6,062 8.97 5,102 0.51 0.0033
2025-05-09 2025-03-31 13F CMS ENERGY COM 125896100 67,576 -5,942 -8.08 5,076 3.59 0.0027
2025-02-07 2024-12-31 13F CMS ENERGY COM 125896100 73,518 -2,067 -2.73 4,900 -8.22 0.0033
2024-11-08 2024-09-30 13F CMS ENERGY COM 125896100 75,585 17,241 29.55 5,339 53.70 0.0034
2024-08-09 2024-06-30 13F CMS ENERGY COM 125896100 58,344 1,697 3.00 3,473 1.61 0.0023
2024-05-10 2024-03-31 13F CMS ENERGY COM 125896100 56,647 6,671 13.35 3,418 17.78 0.0024
2024-03-22 2023-12-31 13F/A-1 CMS ENERGY COM 125896100 49,976 3,916 8.50 2,902 18.64 0.0023
2024-02-09 2023-12-31 13F CMS ENERGY COM 125896100 49,976 2,902
2023-11-13 2023-09-30 13F CMS ENERGY COM 125896100 46,060 1,971 4.47 2,446 -5.56 0.0021
2023-08-11 2023-06-30 13F CMS ENERGY COM 125896100 44,089 1,856 4.39 2,590 -0.08 0.0022
2023-05-15 2023-03-31 13F CMS ENERGY COM 125896100 42,233 2,416 6.07 2,592 2.82 0.0023
2023-02-10 2022-12-31 13F CMS ENERGY COM 125896100 39,817 2,858 7.73 2,522 17.15 0.0024
2022-11-10 2022-09-30 13F CMS ENERGY COM 125896100 36,959 2,507 7.28 2,152 -7.40 0.0023
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 34,452 -27 -0.08 2,324 -3.65 0.0023
2022-05-12 2022-03-31 13F CMS ENERGY COM 125896100 34,479 397 1.16 2,412 8.80 0.0021
2022-02-11 2021-12-31 13F CMS ENERGY Common Stock 125896100 34,082 3,031 9.76 2,217 19.51 0.0018
2021-11-05 2021-09-30 13F CMS ENERGY Common Stock 125896100 31,051 -1,313 -4.06 1,855 -2.98 0.0017
2021-08-06 2021-06-30 13F CMS ENERGY Common Stock 125896100 32,364 319 1.00 1,912 -2.55 0.0017
2021-05-07 2021-03-31 13F CMS ENERGY Common Stock 125896100 32,045 1,011 3.26 1,962 3.65 0.0019
2021-02-12 2020-12-31 13F CMS ENERGY Common Stock 125896100 31,034 224 0.73 1,893 0.05 0.0019
2020-11-06 2020-09-30 13F CMS ENERGY Common Stock 125896100 30,810 129 0.42 1,892 5.46 0.0023
2020-08-28 2020-06-30 13F/A-1 CMS ENERGY Common Stock 125896100 30,681 -1,369 -4.27 1,794 -4.73 0.0024
2020-08-07 2020-06-30 13F CMS ENERGY Common Stock 125896100 30,681 -1,369 1,794 372.5033
2020-05-08 2020-03-31 13F CMS ENERGY Common Stock 125896100 32,050 589 1.87 1,883 -4.80 0.0024
2020-02-07 2019-12-31 13F CMS ENERGY Common Stock 125896100 31,461 -827 -2.56 1,978 -4.21 0.0019
2019-11-08 2019-09-30 13F CMS ENERGY Common Stock 125896100 32,288 -285 -0.87 2,065 9.43 0.0021
2019-08-09 2019-06-30 13F CMS ENERGY Common Stock 125896100 32,573 1,105 3.51 1,887 8.08 0.0018
2019-05-10 2019-03-31 13F CMS ENERGY Common Stock 125896100 31,468 -749 -2.32 1,746 9.19 0.0017
2019-02-08 2018-12-31 13F CMS ENERGY Common Stock 125896100 32,217 -694 -2.11 1,599 -0.87 0.0018
2018-11-09 2018-09-30 13F CMS ENERGY Common Stock 125896100 32,911 -47 -0.14 1,613 3.60 0.0015
2018-08-10 2018-06-30 13F CMS ENERGY Common Stock 125896100 32,958 -2,017 -5.77 1,557 -1.64 0.0015
2018-05-11 2018-03-31 13F CMS ENERGY Common Stock 125896100 34,975 -2,931 -7.73 1,583 -11.61 0.0016
2018-02-09 2017-12-31 13F CMS ENERGY Common Stock 125896100 37,906 -1,503 -3.81 1,791 -1.92 0.0017
2017-11-13 2017-09-30 13F CMS ENERGY Common Stock 125896100 39,409 -1,295 -3.18 1,826 -3.08 0.0019
2017-08-11 2017-06-30 13F CMS ENERGY 125896100 40,704 -829 -2.00 1,884 1.40 0.0020
2017-05-12 2017-03-31 13F CMS ENERGY Common Stock 125896100 41,533 2,823 7.29 1,858 15.33 0.0021
2017-02-10 2016-12-31 13F CMS ENERGY Common Stock 125896100 38,710 -16,720 -30.16 1,611 -30.83 0.0018
2016-11-04 2016-09-30 13F CMS ENERGY Common Stock 125896100 55,430 1,206 2.22 2,329 -6.35 0.0027
2016-08-05 2016-06-30 13F CMS ENERGY Common Stock 125896100 54,224 -2,324 -4.11 2,487 3.63 0.0029
2016-05-06 2016-03-31 13F CMS ENERGY Common Stock 125896100 56,548 21,209 60.02 2,400 88.09 0.0028
2016-02-05 2015-12-31 13F CMS ENERGY Common Stock 125896100 35,339 -95,423 -72.97 1,276 -72.37 0.0015
2015-11-06 2015-09-30 13F CMS ENERGY Common Stock 125896100 130,762 16,935 14.88 4,619 27.42 0.0055
2015-08-05 2015-06-30 13F CMS ENERGY Common Stock 125896100 113,827 -4,990 -4.20 3,625 -12.61 0.0041
2015-05-08 2015-03-31 13F CMS ENERGY Common Stock 125896100 118,817 25,482 27.30 4,148 27.87 0.0046
2015-02-06 2014-12-31 13F/A-1 CMS ENERGY Common Stock 125896100 93,335 16,733 21.84 3,244 42.84 0.0036
2015-02-06 2014-12-31 13F CMS ENERGY Common Stock 125896100 93,335 3,244
2014-11-07 2014-09-30 13F CMS ENERGY COM 125896100 76,602 19,120 33.26 2,271 26.87 0.0027
2014-08-08 2014-06-30 13F CMS ENERGY COM 125896100 57,482 10,953 23.54 1,790 31.33 0.0023
2014-05-09 2014-03-31 13F CMS ENERGY COM 125896100 46,529 11,531 32.95 1,363 45.46 0.0018
2014-02-07 2013-12-31 13F CMS ENERGY COM 125896100 34,998 -233 -0.66 937 1.08 0.0012
2013-11-01 2013-09-30 13F CMS ENERGY COM 125896100 35,231 5,003 16.55 927 12.77 0.0014
2013-08-02 2013-06-30 13F CMS ENERGY COM 125896100 30,228 30,228 822 0.0012
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.