CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership46,181 shares
Latest Disclosed Value $ 3,582,711
Private Advisor Group, LLC reports 10.79% decrease in ownership of CMS1 / CMS Energy Corporation

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 46,181 shares of CMS Energy Corporation (MX:CMS1) valued at $3,582,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 51,764 shares of CMS Energy Corporation. This represents a change in shares of -10.79% 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)
2026-04-24 2026-03-31 13F CMS ENERGY COM 125896100 46,181 -5,583 -10.79 3,583 -1.02 0.0159
2026-02-17 2025-12-31 13F CMS ENERGY COM 125896100 51,764 9,907 23.67 3,620 18.04 0.0163
2025-11-13 2025-09-30 13F CMS ENERGY COM 125896100 41,857 -1,351 -3.13 3,066 2.44 0.0151
2025-08-11 2025-06-30 13F CMS ENERGY COM 125896100 43,208 2,763 6.83 2,993 -1.45 0.0161
2025-05-05 2025-03-31 13F CMS ENERGY COM 125896100 40,445 1,634 4.21 3,038 17.44 0.0184
2025-02-03 2024-12-31 13F CMS ENERGY COM 125896100 38,811 -29 -0.07 2,587 -5.72 0.0146
2024-10-22 2024-09-30 13F CMS ENERGY COM 125896100 38,840 5,330 15.91 2,743 37.56 0.0170
2024-08-05 2024-06-30 13F CMS ENERGY COM 125896100 33,510 5,500 19.64 1,995 17.99 0.0134
2024-04-30 2024-03-31 13F CMS ENERGY COM 125896100 28,010 6,968 33.11 1,690 38.41 0.0121
2024-02-06 2023-12-31 13F CMS ENERGY COM 125896100 21,042 3,558 20.35 1,222 31.57 0.0095
2023-11-03 2023-09-30 13F CMS ENERGY COM 125896100 17,484 1,018 6.18 929 -4.03 0.0083
2023-08-10 2023-06-30 13F CMS ENERGY COM 125896100 16,466 -200 -1.20 967 -5.38 0.0084
2023-05-10 2023-03-31 13F CMS ENERGY COM 125896100 16,666 -4,575 -21.54 1,023 253.63 0.0098
2023-01-18 2022-12-31 13F CMS ENERGY COM 125896100 21,241 -102 -0.48 289 -76.75 0.0146
2022-10-14 2022-09-30 13F CMS ENERGY COM 125896100 21,343 -8,405 -28.25 1,243 -38.07 0.0143
2022-07-13 2022-06-30 13F CMS ENERGY COM 125896100 29,748 -15,548 -34.33 2,007 -36.65 0.0179
2022-05-12 2022-03-31 13F/A-1 CMS ENERGY COM 125896100 45,296 4,707 11.60 3,168 20.00 0.0243
2022-05-10 2022-03-31 13F CMS ENERGY COM 125896100 40,589 0 2,640 0.0198
2022-02-10 2021-12-31 13F CMS ENERGY COM 125896100 40,589 -23,416 -36.58 2,640 -30.93 0.0198
2021-10-14 2021-09-30 13F CMS ENERGY COM 125896100 64,005 24,596 62.41 3,822 64.18 0.0243
2021-08-12 2021-06-30 13F CMS ENERGY COM 125896100 39,409 8,907 29.20 2,328 24.69 0.0203
2021-04-22 2021-03-31 13F CMS ENERGY COM 125896100 30,502 4,477 17.20 1,867 17.57 0.0178
2021-04-01 2020-12-31 13F CMS ENERGY COM 125896100 26,025 3,106 13.55 1,588 15.57 0.0165
2020-11-02 2020-09-30 13F CMS ENERGY COM 125896100 22,919 -167 -0.72 1,374 1.85 0.0179
2020-08-17 2020-06-30 13F CMS ENERGY COM 125896100 23,086 2,269 10.90 1,349 10.30 0.0187
2020-05-12 2020-03-31 13F CMS ENERGY COM 125896100 20,817 5,176 33.09 1,223 24.42 0.0224
2020-02-10 2019-12-31 13F CMS ENERGY COM 125896100 15,641 -6,704 -30.00 983 -31.02 0.0153
2019-11-13 2019-09-30 13F CMS ENERGY COM 125896100 22,345 15,135 209.92 1,425 245.87 0.0222
2019-08-14 2019-06-30 13F CMS ENERGY COM 125896100 7,210 371 5.42 412 10.46 0.0074
2019-05-13 2019-03-31 13F CMS ENERGY COM 125896100 6,839 -184 -2.62 373 6.88 0.0074
2019-02-08 2018-12-31 13F CMS ENERGY COM 125896100 7,023 -1,764 -20.08 349 -19.03 0.0084
2018-11-01 2018-09-30 13F CMS ENERGY COM 125896100 8,787 2,758 45.75 431 49.65 0.0088
2018-08-09 2018-06-30 13F CMS ENERGY COM 125896100 6,029 -261 -4.15 288 1.05 0.0047
2018-05-09 2018-03-31 13F CMS ENERGY COM 125896100 6,290 1,660 35.85 285 35.07 0.0112
2018-02-07 2017-12-31 13F CMS ENERGY COM 125896100 4,630 -2,368 -33.84 211 -35.08 0.0089
2017-11-13 2017-09-30 13F CMS ENERGY COM 125896100 6,998 364 5.49 325 7.62 0.0080
2017-08-10 2017-06-30 13F CMS ENERGY COM 125896100 6,634 -13,958 -67.78 302 -44.49 0.0082
2017-05-10 2017-03-31 13F CMS ENERGY COM 125896100 20,592 13,641 196.25 544 86.30 0.0152
2017-02-09 2016-12-31 13F CMS ENERGY COM 125896100 6,951 -6,601 -48.71 292 -46.81 0.0096
2016-11-10 2016-09-30 13F CMS ENERGY COM 125896100 13,552 1,051 8.41 549 -4.85 0.0224
2016-08-09 2016-06-30 13F CMS ENERGY COM 125896100 12,501 3,855 44.59 577 56.37 0.0233
2016-05-13 2016-03-31 13F CMS ENERGY COM 125896100 8,646 8,646 0.00 369 0.0178
2015-11-13 2015-09-30 13F CMS ENERGY COM 125896100 0 -9,726 -100.00 0 -100.00
2015-08-13 2015-06-30 13F CMS ENERGY COM 125896100 9,726 -443 -4.36 310 -12.68 0.0147
2015-05-13 2015-03-31 13F CMS ENERGY COM 125896100 10,169 -405 -3.83 355 -3.27 0.0205
2015-02-17 2014-12-31 13F CMS ENERGY COM 125896100 10,574 -2,266 -17.65 367 -3.67 0.0236
2014-11-12 2014-09-30 13F CMS ENERGY COM 125896100 12,840 -12,216 -48.75 381 -51.22 0.0263
2014-08-08 2014-06-30 13F CMS ENERGY COM 125896100 25,056 -7,686 -23.47 781 -18.56 0.0672
2014-05-15 2014-03-31 13F CMS ENERGY COM 125896100 32,742 -8,333 -20.29 959 -12.82 0.1011
2014-02-13 2013-12-31 13F CMS ENERGY COM 125896100 41,075 41,075 1,100 0.1228
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.