CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionPointe Capital Management LLC
Latest Disclosed Ownership3,515 shares
Latest Disclosed Value $ 272,694
Pointe Capital Management LLC ownership in CMS1 / CMS Energy Corporation

On May 15, 2026 - Pointe Capital Management LLC filed a 13F-HR form disclosing ownership of 3,515 shares of CMS Energy Corporation (MX:CMS1) valued at $272,694 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 3,515 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)
2026-05-15 2026-03-31 13F CMS ENERGY COM 125896100 3,515 0 0.00 273 11.02 0.1350
2026-02-14 2025-12-31 13F CMS ENERGY CORP COM COM 125896100 3,515 0 0.00 246 -4.67 0.1219
2025-11-24 2025-09-30 13F CMS ENERGY CORP COM Stock 125896100 3,515 0 0.00 258 5.76 0.1259
2025-08-05 2025-06-30 13F CMS ENERGY CORP COM Stock 125896100 3,515 0 0.00 244 -7.95 0.1264
2025-05-01 2025-03-31 13F CMS ENERGY CORP COM Stock 125896100 3,515 0 0.00 264 12.82 0.1545
2025-02-05 2024-12-31 13F/A-1 CMS ENERGY CORP COM Stock 125896100 3,515 0 0.00 234 -5.65 0.1346
2025-02-05 2024-12-31 13F CMS ENERGY CORP COM Stock 125896100 3,515 0 234 0.1346
2024-10-24 2024-09-30 13F CMS ENERGY CORP COM Stock 125896100 3,515 0 0.00 248 18.66 0.1449
2024-07-12 2024-06-30 13F CMS ENERGY CORP COM Stock 125896100 3,515 0 0.00 209 -1.42 0.1298
2024-05-07 2024-03-31 13F CMS ENERGY CORP COM Stock 125896100 3,515 0 0.00 212 3.92 0.1297
2024-02-06 2023-12-31 13F CMS ENERGY CORP COM Stock 125896100 3,515 3,515 204 0.1418
2023-11-07 2023-09-30 13F CMS ENERGY CORP COM Stock 125896100 0 -3,515 -100.00 0 -100.00
2023-08-14 2023-06-30 13F CMS ENERGY CORP COM Stock 125896100 3,515 0 0.00 207 -4.19 0.1560
2023-05-15 2023-03-31 13F CMS ENERGY CORP COM Stock 125896100 3,515 -864 -19.73 216 0.1551
2023-02-13 2022-12-31 13F CMS ENERGY CORP COM Stock 125896100 4,379 -288 -6.17 0 -100.00 0.2126
2022-11-14 2022-09-30 13F CMS ENERGY CORP COM Stock 125896100 4,667 0 0.00 272 -13.65 0.2174
2022-08-26 2022-06-30 13F/A-1 CMS ENERGY CORP COM Stock 125896100 4,667 0 0.00 315 -3.37 0.2348
2022-08-05 2022-06-30 13F CMS ENERGY CORP COM Stock 125896100 4,667 0 326 0.2083
2022-05-13 2022-03-31 13F CMS ENERGY CORP COM Stock 125896100 4,667 0 0.00 326 7.24 0.2083
2022-02-11 2021-12-31 13F CMS ENERGY CORP COM Stock 125896100 4,667 0 0.00 304 8.96 0.1852
2021-10-29 2021-09-30 13F CMS ENERGY CORP COM Stock 125896100 4,667 0 0.00 279 1.09 0.1935
2021-08-13 2021-06-30 13F CMS ENERGY CORP COM Stock 125896100 4,667 0 0.00 276 -3.50 0.1941
2021-05-11 2021-03-31 13F CMS ENERGY CORP COM Stock 125896100 4,667 90 1.97 286 2.51 0.2026
2021-02-12 2020-12-31 13F CMS ENERGY CORP COM Stock 125896100 4,577 -1,000 -17.93 279 -18.42 0.2379
2020-11-05 2020-09-30 13F CMS ENERGY CORP COM Stock 125896100 5,577 0 0.00 342 4.91 0.2990
2020-08-13 2020-06-30 13F CMS ENERGY CORP COM Stock 125896100 5,577 0 0.00 326 -0.61 0.2932
2020-05-11 2020-03-31 13F CMS ENERGY CORP COM Stock 125896100 5,577 0 0.00 328 -6.29 0.3192
2020-02-04 2019-12-31 13F CMS ENERGY CORP COM Stock 125896100 5,577 0 0.00 350 -1.96 0.2938
2019-11-13 2019-09-30 13F CMS ENERGY CORP COM Stock 125896100 5,577 0 0.00 357 10.53 0.3024
2019-08-08 2019-06-30 13F CMS ENERGY CORP COM Stock 125896100 5,577 0 0.00 323 4.19 0.2660
2019-05-13 2019-03-31 13F CMS ENERGY CORP COM Stock 125896100 5,577 0 0.00 310 11.91 0.2606
2019-02-06 2018-12-31 13F CMS ENERGY CORP COM Stock 125896100 5,577 -148 -2.59 277 -1.07 0.2695
2018-11-13 2018-09-30 13F CMS ENERGY CORP COM Stock 125896100 5,725 0 0.00 280 3.32 0.2208
2018-08-10 2018-06-30 13F CMS ENERGY CORP COM Stock 125896100 5,725 -1,425 -19.93 271 -16.36 0.2327
2018-05-10 2018-03-31 13F CMS ENERGY COM 125896100 7,150 0 0.00 324 -4.14 0.2793
2018-01-12 2017-12-31 13F CMS ENERGY CORP COM Stock 125896100 7,150 -110 -1.52 338 0.60 0.2704
2017-10-16 2017-09-30 13F CMS ENERGY CORP COM Stock 125896100 7,260 0 0.00 336 0.00 0.2476
2017-08-01 2017-06-30 13F CMS ENERGY CORP COM Stock 125896100 7,260 -874 -10.75 336 -7.69 0.2410
2017-05-25 2017-03-31 13F CMS ENERGY CORP COM Stock 125896100 8,134 8,134 364 0.2778
2017-02-10 2016-12-31 13F CMS ENERGY CORP COM Stock 125896100 0 -9,509 -100.00 0 -100.00
2016-11-02 2016-09-30 13F CMS ENERGY CORP COM Stock 125896100 9,509 -65 -0.68 399 -9.11 0.2902
2016-07-26 2016-06-30 13F CMS ENERGY CORP COM Stock 125896100 9,574 -526 -5.21 439 2.33 0.3196
2016-04-29 2016-03-31 13F CMS ENERGY CORP COM COM 125896100 10,100 0 0.00 429 17.86 0.3388
2016-02-05 2015-12-31 13F CMS ENERGY CORP COM Stock 125896100 10,100 1,425 16.43 364 18.95 0.2637
2015-10-22 2015-09-30 13F CMS ENERGY CORP COM Stock 125896100 8,675 0 0.00 306 10.87 0.1868
2015-08-05 2015-06-30 13F CMS ENERGY CORP COM Stock 125896100 8,675 2,825 48.29 276 35.29 0.1243
2015-08-04 2015-03-31 13F CMS ENERGY CORP COM Stock 125896100 5,850 5,850 204 0.0953
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.