CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionUtah Retirement Systems
Latest Disclosed Ownership49,262 shares
Latest Disclosed Value $ 3,821,746
Utah Retirement Systems ownership in CMS1 / CMS Energy Corporation

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 49,262 shares of CMS Energy Corporation (MX:CMS1) valued at $3,821,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 49,262 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 49,262 0 0.00 3,822 10.95 0.0391
2026-02-17 2025-12-31 13F CMS ENERGY COM 125896100 49,262 329 0.67 3,445 -3.91 0.0328
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 48,933 0 0.00 3,585 5.72 0.0348
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 48,933 -275 -0.56 3,390 -8.28 0.0354
2025-05-15 2025-03-31 13F CMS ENERGY COM 125896100 49,208 0 0.00 3,696 12.72 0.0426
2025-02-14 2024-12-31 13F CMS ENERGY COM 125896100 49,208 0 0.00 3,280 -5.64 0.0361
2024-11-14 2024-09-30 13F CMS ENERGY COM 125896100 49,208 200 0.41 3,476 19.13 0.0392
2024-08-14 2024-06-30 13F CMS ENERGY COM 125896100 49,008 -1,300 -2.58 2,917 -3.89 0.0346
2024-05-15 2024-03-31 13F CMS ENERGY COM 125896100 50,308 0 0.00 3,036 3.90 0.0355
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 50,308 300 0.60 2,921 10.02 0.0372
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 50,008 100 0.20 2,656 -9.45 0.0380
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 49,908 -1,600 -3.11 2,932 -7.24 0.0407
2023-05-16 2023-03-31 13F CMS ENERGY COM 125896100 51,508 200 0.39 3,162 -2.71 0.0457
2023-02-15 2022-12-31 13F CMS ENERGY COM 125896100 51,308 -300 -0.58 3,249 8.08 0.0515
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 51,608 100 0.19 3,006 -13.55 0.0501
2022-08-16 2022-06-30 13F CMS ENERGY COM 125896100 51,508 0 0.00 3,477 -3.47 0.0557
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 51,508 -900 -1.72 3,602 5.66 0.0479
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 52,408 100 0.19 3,409 9.12 0.0421
2021-11-16 2021-09-30 13F CMS ENERGY COM 125896100 52,308 -2,600 -4.74 3,124 -3.70 0.0422
2021-08-16 2021-06-30 13F CMS ENERGY COM 125896100 54,908 200 0.37 3,244 -3.14 0.0418
2021-05-17 2021-03-31 13F CMS ENERGY COM 125896100 54,708 -2,500 -4.37 3,349 -4.04 0.0467
2021-02-16 2020-12-31 13F CMS ENERGY COM 125896100 57,208 2,500 4.57 3,490 3.90 0.0495
2020-11-16 2020-09-30 13F CMS ENERGY COM 125896100 54,708 400 0.74 3,359 5.90 0.0558
2020-08-13 2020-06-30 13F/A-1 CMS ENERGY COM 125896100 54,308 400 0.74 3,172 0.16 0.0582
2020-08-13 2020-06-30 13F CMS ENERGY COM 125896100 54,308 400 3,172 58,219.0335
2020-05-15 2020-03-31 13F CMS ENERGY COM 125896100 53,908 0 0.00 3,167 -6.52 0.0685
2020-02-12 2019-12-31 13F CMS ENERGY COM 125896100 53,908 200 0.37 3,388 -1.37 0.0596
2019-11-14 2019-09-30 13F CMS ENERGY COM 125896100 53,708 300 0.56 3,435 11.06 0.0654
2019-08-14 2019-06-30 13F CMS ENERGY COM 125896100 53,408 242 0.46 3,093 4.74 0.0592
2019-05-15 2019-03-31 13F CMS ENERGY COM 125896100 53,166 681 1.30 2,953 13.32 0.0585
2019-02-08 2018-12-31 13F CMS ENERGY COM 125896100 52,485 100 0.19 2,606 1.52 0.0589
2018-11-13 2018-09-30 13F CMS ENERGY COM 125896100 52,385 300 0.58 2,567 4.26 0.0497
2018-08-10 2018-06-30 13F CMS ENERGY COM 125896100 52,085 100 0.19 2,462 4.54 0.0510
2018-05-15 2018-03-31 13F CMS ENERGY COM 125896100 51,985 100 0.19 2,355 -4.03 0.0501
2018-02-14 2017-12-31 13F CMS ENERGY COM 125896100 51,885 600 1.17 2,454 3.28 0.0516
2017-11-13 2017-09-30 13F CMS ENERGY COM 125896100 51,285 100 0.20 2,376 0.38 0.0534
2017-08-08 2017-06-30 13F CMS ENERGY COM 125896100 51,185 300 0.59 2,367 3.95 0.0552
2017-05-11 2017-03-31 13F CMS ENERGY COM 125896100 50,885 100 0.20 2,277 7.71 0.0545
2017-02-10 2016-12-31 13F CMS ENERGY COM 125896100 50,785 0 0.00 2,114 -0.89 0.0532
2016-11-07 2016-09-30 13F CMS ENERGY COM 125896100 50,785 0 0.00 2,133 -8.42 0.0552
2016-08-03 2016-06-30 13F CMS ENERGY COM 125896100 50,785 1,100 2.21 2,329 10.48 0.0621
2016-05-10 2016-03-31 13F CMS ENERGY COM 125896100 49,685 100 0.20 2,108 17.83 0.0572
2016-02-11 2015-12-31 13F CMS ENERGY COM 125896100 49,585 100 0.20 1,789 2.35 0.0485
2015-11-03 2015-09-30 13F CMS ENERGY COM 125896100 49,485 300 0.61 1,748 11.62 0.0501
2015-08-11 2015-06-30 13F CMS ENERGY COM 125896100 49,185 1,100 2.29 1,566 -6.73 0.0416
2015-05-14 2015-03-31 13F CMS ENERGY COM 125896100 48,085 1,500 3.22 1,679 3.71 0.0441
2015-02-11 2014-12-31 13F CMS ENERGY COM 125896100 46,585 0 0.00 1,619 17.15 0.0445
2014-11-06 2014-09-30 13F CMS ENERGY COM 125896100 46,585 -100 -0.21 1,382 -4.95 0.0396
2014-08-08 2014-06-30 13F CMS ENERGY COM 125896100 46,685 -1,100 -2.30 1,454 3.93 0.0417
2014-05-08 2014-03-31 13F CMS ENERGY COM 125896100 47,785 300 0.63 1,399 9.98 0.0403
2014-02-05 2013-12-31 13F CMS ENERGY COM 125896100 47,485 0 0.00 1,272 1.76 0.0376
2013-11-06 2013-09-30 13F CMS ENERGY COM 125896100 47,485 -400 -0.84 1,250 -3.92 0.0404
2013-08-02 2013-06-30 13F CMS ENERGY COM 125896100 47,885 47,885 1,301 0.0440
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.