CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionStiles Financial Services Inc
Latest Disclosed Ownership3,396 shares
Latest Disclosed Value $ 263,460
Stiles Financial Services Inc ownership in CMS1 / CMS Energy Corporation

On April 30, 2026 - Stiles Financial Services Inc filed a 13F-HR form disclosing ownership of 3,396 shares of CMS Energy Corporation (MX:CMS1) valued at $263,460 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,396 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)
2026-04-30 2026-03-31 13F CMS ENERGY CORP COM Stock 125896100 3,396 0 0.00 263 10.97 0.0805
2026-02-03 2025-12-31 13F CMS ENERGY COM 125896100 3,396 25 0.74 237 -3.66 0.0731
2025-10-30 2025-09-30 13F CMS ENERGY COM 125896100 3,371 25 0.75 247 6.49 0.0779
2025-07-24 2025-06-30 13F CMS ENERGY COM 125896100 3,346 26 0.78 232 -7.23 0.0801
2025-04-22 2025-03-31 13F CMS ENERGY COM 125896100 3,320 24 0.73 249 13.70 0.0957
2025-01-28 2024-12-31 13F CMS ENERGY COM 125896100 3,296 25 0.76 220 -5.19 0.0795
2024-10-31 2024-09-30 13F CMS ENERGY COM 125896100 3,271 3,271 231 0.0814
2022-11-02 2022-09-30 13F CMS ENERGY COM 125896100 0 -3,042 -100.00 0 -100.00
2022-07-26 2022-06-30 13F CMS ENERGY COM 125896100 3,042 20 0.66 205 -2.84 0.1233
2022-05-06 2022-03-31 13F CMS ENERGY COM 125896100 3,022 3,022 211 0.1057
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.