CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership448,016 shares
Latest Disclosed Value $ 34,757,081
Principal Financial Group Inc reports 3.37% decrease in ownership of CMS1 / CMS Energy Corporation

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 448,016 shares of CMS Energy Corporation (MX:CMS1) valued at $34,757,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 463,633 shares of CMS Energy Corporation. This represents a change in shares of -3.37% 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)
2026-05-04 2026-03-31 13F CMS ENERGY COM 125896100 448,016 -15,617 -3.37 34,757 7.21 0.0186
2026-02-02 2025-12-31 13F CMS ENERGY COM 125896100 463,633 31,379 7.26 32,422 2.38 0.0166
2025-11-04 2025-09-30 13F CMS ENERGY COM 125896100 432,254 -15,901 -3.55 31,667 1.99 0.0160
2025-08-08 2025-06-30 13F CMS ENERGY COM 125896100 448,155 38,663 9.44 31,048 0.95 0.0164
2025-04-28 2025-03-31 13F CMS ENERGY COM 125896100 409,492 -1,416 -0.34 30,757 12.30 0.0173
2025-01-31 2024-12-31 13F CMS ENERGY COM 125896100 410,908 2,577 0.63 27,387 -5.04 0.0149
2024-10-31 2024-09-30 13F CMS ENERGY COM 125896100 408,331 28,695 7.56 28,840 27.62 0.0159
2024-07-29 2024-06-30 13F CMS ENERGY COM 125896100 379,636 -2,961 -0.77 22,600 -2.11 0.0134
2024-04-29 2024-03-31 13F CMS ENERGY COM 125896100 382,597 10,233 2.75 23,086 6.76 0.0136
2024-02-07 2023-12-31 13F CMS ENERGY COM 125896100 372,364 2,549 0.69 21,623 10.10 0.0138
2023-11-02 2023-09-30 13F CMS ENERGY COM 125896100 369,815 9,493 2.63 19,641 -7.22 0.0141
2023-08-07 2023-06-30 13F CMS ENERGY COM 125896100 360,322 -18,399 -4.86 21,169 -8.94 0.0145
2023-05-09 2023-03-31 13F CMS ENERGY COM 125896100 378,721 22,934 6.45 23,246 3.17 0.0166
2023-02-09 2022-12-31 13F CMS ENERGY COM 125896100 355,787 -12,663 -3.44 22,532 5.00 0.0170
2022-11-09 2022-09-30 13F CMS ENERGY COM 125896100 368,450 3,014 0.82 21,458 -13.01 0.0171
2022-08-10 2022-06-30 13F CMS ENERGY COM 125896100 365,436 -94,706 -20.58 24,667 -23.35 0.0183
2022-05-09 2022-03-31 13F CMS ENERGY COM 125896100 460,142 -6,056 -1.30 32,182 6.12 0.0128
2022-05-09 2022-03-31 13F CMS ENERGY COM 125896100 432,063 30,218
2022-02-09 2021-12-31 13F CMS ENERGY COM 125896100 466,198 -124,271 -21.05 30,326 -14.02 0.0181
2021-11-09 2021-09-30 13F CMS ENERGY COM 125896100 590,469 11,102 1.92 35,269 3.04 0.0230
2021-08-10 2021-06-30 13F CMS ENERGY COM 125896100 579,367 23,510 4.23 34,229 0.59 0.0221
2021-05-10 2021-03-31 13F CMS ENERGY COM 125896100 555,857 824 0.15 34,029 0.49 0.0240
2021-02-23 2020-12-31 13F/A-1 CMS ENERGY COM 125896100 555,033 -51,482 -8.49 33,863 -9.08 0.0251
2021-02-08 2020-12-31 13F CMS ENERGY COM 125896100 555,033 -51,482 33,863 13,322.2261
2020-11-06 2020-09-30 13F CMS ENERGY COM 125896100 606,515 12,258 2.06 37,246 7.29 0.0313
2020-08-05 2020-06-30 13F CMS ENERGY COM 125896100 594,257 186,653 45.79 34,716 44.97 0.0308
2020-05-12 2020-03-31 13F CMS ENERGY COM 125896100 407,604 -11,710 -2.79 23,947 -9.12 0.0265
2020-02-05 2019-12-31 13F CMS ENERGY COM 125896100 419,314 3,054 0.73 26,349 -1.02 0.0220
2019-11-13 2019-09-30 13F CMS ENERGY COM 125896100 416,260 -10,344 -2.42 26,620 7.76 0.0235
2019-08-12 2019-06-30 13F CMS ENERGY COM 125896100 426,604 10,936 2.63 24,704 7.01 0.0222
2019-05-10 2019-03-31 13F CMS ENERGY COM 125896100 415,668 -11,719 -2.74 23,086 8.79 0.0215
2019-02-14 2018-12-31 13F CMS ENERGY COM 125896100 427,387 -5,205 -1.20 21,220 0.11 0.0226
2018-11-14 2018-09-30 13F CMS ENERGY COM 125896100 432,592 12,993 3.10 21,197 6.85 0.0187
2018-08-13 2018-06-30 13F CMS ENERGY COM 125896100 419,599 -4,031 -0.95 19,838 3.40 0.0182
2018-05-14 2018-03-31 13F CMS ENERGY COM 125896100 423,630 -4,824 -1.13 19,186 -5.33 0.0184
2018-02-12 2017-12-31 13F CMS ENERGY COM 125896100 428,454 -5,113 -1.18 20,266 0.91 0.0187
2017-11-02 2017-09-30 13F CMS ENERGY COM 125896100 433,567 -10,181 -2.29 20,083 -2.14 0.0195
2017-08-08 2017-06-30 13F CMS ENERGY COM 125896100 443,748 6,002 1.37 20,523 4.79 0.0206
2017-05-11 2017-03-31 13F CMS ENERGY COM 125896100 437,746 6,427 1.49 19,584 9.09 0.0236
2017-02-13 2016-12-31 13F CMS ENERGY COM 125896100 431,319 -1,584 -0.37 17,952 -1.29 0.0228
2016-11-10 2016-09-30 13F CMS ENERGY COM 125896100 432,903 7,791 1.83 18,186 -6.71 0.0240
2016-08-09 2016-06-30 13F CMS ENERGY COM 125896100 425,112 3,012 0.71 19,495 8.83 0.0272
2016-05-10 2016-03-31 13F CMS ENERGY COM 125896100 422,100 25,805 6.51 17,914 25.29 0.0260
2016-02-09 2015-12-31 13F CMS ENERGY COM 125896100 396,295 8,764 2.26 14,298 4.46 0.0212
2015-11-12 2015-09-30 13F/A-1 CMS ENERGY COM 125896100 387,531 -10,813 -2.71 13,688 7.92 0.0215
2015-11-09 2015-09-30 13F CMS ENERGY COM 125896100 387,531 13,688
2015-08-10 2015-06-30 13F CMS ENERGY COM 125896100 398,344 -188,611 -32.13 12,683 -38.10 0.0189
2015-05-14 2015-03-31 13F/A-1 CMS ENERGY COM 125896100 586,955 207,640 54.74 20,490 55.45 0.0305
2015-05-12 2015-03-31 13F CMS ENERGY COM 125896100 586,955 20,490
2015-02-12 2014-12-31 13F CMS ENERGY COM 125896100 379,315 8,892 2.40 13,181 19.97 0.0205
2014-11-13 2014-09-30 13F CMS ENERGY COM 125896100 370,423 -159,736 -30.13 10,987 -33.47 0.0186
2014-08-12 2014-06-30 13F CMS ENERGY COM 125896100 530,159 -390 -0.07 16,515 6.32 0.0278
2014-05-13 2014-03-31 13F CMS ENERGY COM 125896100 530,549 -1,446 -0.27 15,534 9.07 0.0277
2014-02-12 2013-12-31 13F CMS ENERGY COM 125896100 531,995 188,618 54.93 14,242 57.58 0.0266
2013-11-05 2013-09-30 13F CMS ENERGY COM 125896100 343,377 -17,880 -4.95 9,038 -7.92 0.0187
2013-08-12 2013-06-30 13F CMS ENERGY COM 125896100 361,257 361,257 9,815 0.0217
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.