CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionRhumbline Advisers
Latest Disclosed Ownership652,364 shares
Latest Disclosed Value $ 50,610,298
Rhumbline Advisers reports 2.95% decrease in ownership of CMS1 / CMS Energy Corporation

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 652,364 shares of CMS Energy Corporation (MX:CMS1) valued at $50,610,298 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 672,207 shares of CMS Energy Corporation. This represents a change in shares of -2.95% 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)
2026-05-12 2026-03-31 13F CMS ENERGY CORP COM COM 125896100 652,364 -19,843 -2.95 50,610 7.66 0.0433
2026-02-13 2025-12-31 13F CMS ENERGY CORP COM COM 125896100 672,207 -32,006 -4.54 47,007 -8.88 0.0380
2025-11-06 2025-09-30 13F CMS ENERGY CORP COM COM 125896100 704,213 13,749 1.99 51,591 7.85 0.0414
2025-08-12 2025-06-30 13F CMS ENERGY CORP COM COM 125896100 690,464 9,782 1.44 47,835 -6.44 0.0410
2025-05-29 2025-03-31 13F/A-1 CMS ENERGY CORP COM COM 125896100 680,682 46,487 7.33 51,126 20.95 0.0478
2025-04-08 2025-03-31 13F CMS ENERGY CORP COM COM 125896100 680,682 46,487 51,126 0.0478
2025-05-29 2024-12-31 13F/A-1 CMS ENERGY CORP COM COM 125896100 634,195 -9,710 -1.51 42,269 -7.06 0.0378
2025-01-30 2024-12-31 13F CMS ENERGY CORP COM COM 125896100 634,195 -9,710 42,269 0.0378
2024-11-12 2024-09-30 13F CMS ENERGY CORP COM COM 125896100 643,905 54,693 9.28 45,479 29.66 0.0410
2024-08-01 2024-06-30 13F CMS ENERGY CORP COM COM 125896100 589,212 8,521 1.47 35,076 0.11 0.0330
2024-05-09 2024-03-31 13F CMS ENERGY CORP COM COM 125896100 580,691 -17,998 -3.01 35,039 0.79 0.0336
2024-02-08 2023-12-31 13F CMS ENERGY CORP COM COM 125896100 598,689 -54,739 -8.38 34,766 0.18 0.0364
2023-11-09 2023-09-30 13F CMS ENERGY CORP COM COM 125896100 653,428 -14,225 -2.13 34,703 -11.53 0.0403
2023-08-08 2023-06-30 13F CMS ENERGY CORP COM COM 125896100 667,653 21,757 3.37 39,225 100,474.36 0.0439
2023-05-11 2023-03-31 13F CMS ENERGY CORP COM COM 125896100 645,896 -5,789 -0.89 40 -99.91 0.0489
2023-02-14 2022-12-31 13F CMS ENERGY CORP COM COM 125896100 651,685 54,318 9.09 41,271 18.63 0.0555
2022-11-10 2022-09-30 13F CMS ENERGY CORP COM COM 125896100 597,367 30,138 5.31 34,791 -9.13 0.0518
2022-08-11 2022-06-30 13F CMS ENERGY CORP COM COM 125896100 567,229 53,583 10.43 38,288 6.58 0.0559
2022-05-12 2022-03-31 13F CMS ENERGY CORP COM COM 125896100 513,646 20,518 4.16 35,924 11.99 0.0462
2022-02-10 2021-12-31 13F CMS ENERGY CORP COM COM 125896100 493,128 9,497 1.96 32,078 11.05 0.0393
2021-11-12 2021-09-30 13F CMS ENERGY CORP COM COM 125896100 483,631 -10,989 -2.22 28,887 -1.15 0.0391
2021-08-05 2021-06-30 13F CMS ENERGY CORP COM COM 125896100 494,620 -12,480 -2.46 29,222 -5.87 0.0383
2021-05-06 2021-03-31 13F CMS ENERGY CORP COM COM 125896100 507,100 -34,134 -6.31 31,045 -5.98 0.0422
2021-02-10 2020-12-31 13F CMS ENERGY CORP COM COM 125896100 541,234 -9,245 -1.68 33,021 -2.32 0.0456
2020-11-12 2020-09-30 13F CMS ENERGY CORP COM COM 125896100 550,479 22,405 4.24 33,805 9.58 0.0530
2020-08-13 2020-06-30 13F CMS ENERGY CORP COM COM 125896100 528,074 -28,869 -5.18 30,850 -5.72 0.0515
2020-05-06 2020-03-31 13F CMS ENERGY CORP COM COM 125896100 556,943 10,297 1.88 32,720 -4.75 0.0686
2020-02-05 2019-12-31 13F CMS ENERGY CORP COM COM 125896100 546,646 12,310 2.30 34,351 0.53 0.0574
2019-10-23 2019-09-30 13F CMS ENERGY CORP COM COM 125896100 534,336 5,880 1.11 34,171 11.66 0.0624
2019-08-14 2019-06-30 13F CMS ENERGY CORP COM COM 125896100 528,456 6,784 1.30 30,603 5.62 0.0574
2019-05-01 2019-03-31 13F CMS ENERGY CORP COM COM 125896100 521,672 -67,838 -11.51 28,974 -1.01 0.0561
2019-01-31 2018-12-31 13F CMS ENERGY CORP COM COM 125896100 589,510 -9,015 -1.51 29,269 -0.20 0.0637
2018-11-07 2018-09-30 13F CMS ENERGY CORP COM COM 125896100 598,525 -1,184 -0.20 29,328 3.44 0.0566
2018-08-06 2018-06-30 13F CMS ENERGY CORP COM COM 125896100 599,709 -832 -0.14 28,354 4.25 0.0572
2018-05-02 2018-03-31 13F CMS ENERGY CORP COM COM 125896100 600,541 3,836 0.64 27,199 -3.63 0.0568
2018-02-09 2017-12-31 13F CMS ENERGY CORP COM COM 125896100 596,705 11,011 1.88 28,224 4.04 0.0573
2017-11-06 2017-09-30 13F CMS ENERGY CORP COM COM 125896100 585,694 -11,539 -1.93 27,129 -1.78 0.0590
2017-08-02 2017-06-30 13F CMS ENERGY CORP COM COM 125896100 597,233 1,284 0.22 27,622 3.60 0.0630
2017-05-02 2017-03-31 13F CMS ENERGY CORP COM COM 125896100 595,949 54,497 10.06 26,663 18.32 0.0623
2017-01-27 2016-12-31 13F CMS ENERGY CORP COM COM 125896100 541,452 93,985 21.00 22,535 19.88 0.0571
2016-11-08 2016-09-30 13F CMS ENERGY CORP COM COM 125896100 447,467 19,447 4.54 18,798 -4.23 0.0518
2016-08-11 2016-06-30 13F CMS ENERGY CORP COM COM 125896100 428,020 34,603 8.80 19,629 17.56 0.0582
2016-05-02 2016-03-31 13F CMS ENERGY CORP U COM 125896100 393,417 12,355 3.24 16,697 21.44 0.0518
2016-02-03 2015-12-31 13F CMS ENERGY CORP U COM 125896100 381,062 842 0.22 13,749 2.38 0.0442
2015-11-04 2015-09-30 13F CMS ENERGY CORP U COM 125896100 380,220 11,610 3.15 13,429 14.42 0.0457
2015-08-04 2015-06-30 13F CMS ENERGY CORP U COM 125896100 368,610 25,322 7.38 11,737 -2.06 0.0374
2015-05-12 2015-03-31 13F CMS ENERGY CORP U COM 125896100 343,288 2,751 0.81 11,984 1.27 0.0346
2015-02-06 2014-12-31 13F CMS ENERGY CORP U COM 125896100 340,537 3,920 1.16 11,834 18.53 0.0344
2014-11-12 2014-09-30 13F CMS ENERGY CORP U COM 125896100 336,617 -5,619 -1.64 9,984 -6.35 0.0300
2014-08-06 2014-06-30 13F CMS ENERGY CORP U COM 125896100 342,236 -2,695 -0.78 10,661 5.55 0.0313
2014-05-06 2014-03-31 13F CMS ENERGY CORP U COM 125896100 344,931 -13,270 -3.70 10,100 5.33 0.0300
2014-02-03 2013-12-31 13F CMS ENERGY CORP U COM 125896100 358,201 -22,965 -6.02 9,589 -4.42 0.0283
2013-11-05 2013-09-30 13F CMS ENERGY CORP U COM 125896100 381,166 8,043 2.16 10,032 -1.05 0.0311
2013-08-07 2013-06-30 13F CMS ENERGY CORP U COM 125896100 373,123 373,123 10,138 0.0326
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.