CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership6,839,262 shares
Latest Disclosed Value $ 530,589,938
Victory Capital Management Inc reports 7.41% decrease in ownership of CMS1 / CMS Energy Corporation

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 6,839,262 shares of CMS Energy Corporation (MX:CMS1) valued at $530,589,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,386,713 shares of CMS Energy Corporation. This represents a change in shares of -7.41% 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.

Upgrade to unlock premium data and export to Excel .

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 6,839,262 -547,451 -7.41 530,590 2.72 0.2547
2026-02-13 2025-12-31 13F CMS ENERGY COM 125896100 7,386,713 -91,108 -1.22 516,553 -5.71 0.2915
2025-11-12 2025-09-30 13F CMS ENERGY COM 125896100 7,477,821 2,327,477 45.19 547,825 53.48 0.3203
2025-08-13 2025-06-30 13F CMS ENERGY COM 125896100 5,150,344 4,606,570 847.15 356,941 773.96 0.2302
2025-05-02 2025-03-31 13F CMS ENERGY COM 125896100 543,774 18,777 3.58 40,843 16.72 0.0418
2025-02-06 2024-12-31 13F CMS ENERGY COM 125896100 524,997 -37,228 -6.62 34,991 -11.88 0.0344
2024-11-05 2024-09-30 13F CMS ENERGY COM 125896100 562,225 -32,503 -5.47 39,710 12.16 0.0383
2024-08-05 2024-06-30 13F CMS ENERGY COM 125896100 594,728 -47,806 -7.44 35,404 -8.68 0.0355
2024-05-03 2024-03-31 13F CMS ENERGY COM 125896100 642,534 142,549 28.51 38,771 33.53 0.0378
2024-02-05 2023-12-31 13F CMS ENERGY COM 125896100 499,985 2,578 0.52 29,034 9.91 0.0305
2023-11-06 2023-09-30 13F CMS ENERGY COM 125896100 497,407 25,723 5.45 26,417 -4.67 0.0304
2023-07-27 2023-06-30 13F CMS ENERGY COM 125896100 471,684 -357,397 -43.11 27,711 -45.55 0.0305
2023-05-02 2023-03-31 13F CMS ENERGY COM 125896100 829,081 587,910 243.77 50,889 233.19 0.0572
2023-04-25 2022-12-31 13F/A-3 CMS ENERGY COM 125896100 241,171 43,199 21.82 15,273 32.46 0.0176
2023-03-10 2022-12-31 13F/A-2 CMS ENERGY COM 125896100 241,171 43,199 15,273 0.0167
2023-02-10 2022-12-31 13F/A-1 CMS ENERGY COM 125896100 241,171 43,199 15,273 0.0105
2023-02-09 2022-12-31 13F CMS ENERGY COM 125896100 212,574 14,602 13,433 0.0091
2022-11-02 2022-09-30 13F CMS ENERGY COM 125896100 197,972 -754,835 -79.22 11,530 -82.07 0.0135
2022-08-01 2022-06-30 13F CMS ENERGY COM 125896100 952,807 148,604 18.48 64,314 16.42 0.0733
2022-05-04 2022-03-31 13F CMS ENERGY COM 125896100 804,203 259,642 47.68 55,241 55.94 0.0553
2022-02-07 2021-12-31 13F CMS ENERGY COM 125896100 544,561 -116,734 -17.65 35,424 -10.32 0.0326
2021-11-02 2021-09-30 13F CMS ENERGY COM 125896100 661,295 -151,913 -18.68 39,499 -17.79 0.0387
2021-08-03 2021-06-30 13F CMS ENERGY COM 125896100 813,208 47,036 6.14 48,044 2.43 0.0461
2021-05-04 2021-03-31 13F CMS ENERGY COM 125896100 766,172 325,076 73.70 46,905 74.30 0.0481
2021-02-01 2020-12-31 13F CMS ENERGY COM 125896100 441,096 -2,959 -0.67 26,911 -1.31 0.0300
2020-11-09 2020-09-30 13F CMS Energy COM 125896100 444,055 -56,972 -11.37 27,269 -6.84 0.0350
2020-08-07 2020-06-30 13F CMS ENERGY COM 125896100 501,027 -93,217 -15.69 29,270 -16.16 0.0396
2020-05-12 2020-03-31 13F/A-1 CMS ENERGY COM 125896100 594,244 58,089 10.83 34,912 3.62 0.0585
2020-05-04 2020-03-31 13F CMS ENERGY COM 125896100 594,244 58,089 34,912 38,207.6364
2020-02-06 2019-12-31 13F/A-1 CMS ENERGY COM 125896100 536,155 12,867 2.46 33,692 0.68 0.0409
2020-02-04 2019-12-31 13F CMS ENERGY COM 125896100 620,554 97,266 42,514 50,961.1341
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 523,288 369,743 240.80 33,464 276.34 0.0431
2019-08-15 2019-06-30 13F CMS ENERGY COM 125896100 153,545 54,174 54.52 8,892 61.12 0.0179
2019-05-03 2019-03-31 13F CMS ENERGY CS 125896100 99,371 95,194 2,279.00 5,519 2,566.18 0.0126
2019-05-02 2018-12-31 13F/A-1 CMS ENERGY COM 125896100 4,177 -28 -0.67 207 0.49 0.0005
2019-02-05 2018-12-31 13F CMS ENERGY COM 125896100 4,177 -28 207
2018-11-01 2018-09-30 13F CMS ENERGY COM 125896100 4,205 -66 -1.55 206 1.98 0.0004
2018-08-02 2018-06-30 13F CMS ENERGY COM 125896100 4,271 -89 -2.04 202 2.54 0.0004
2018-05-04 2018-03-31 13F CMS ENERGY COM 125896100 4,360 -81,284 -94.91 197 -95.14 0.0004
2018-02-01 2017-12-31 13F CMS ENERGY COM 125896100 85,644 8,905 11.60 4,051 13.95 0.0085
2017-10-27 2017-09-30 13F CMS ENERGY COM 125896100 76,739 -137,068 -64.11 3,555 -64.05 0.0080
2017-08-07 2017-06-30 13F CMS ENERGY COM 125896100 213,807 27,321 14.65 9,889 18.53 0.0231
2017-05-10 2017-03-31 13F CMS ENERGY COM 125896100 186,486 145,122 350.84 8,343 384.49 0.0199
2017-02-09 2016-12-31 13F CMS ENERGY COM 125896100 41,364 3,706 9.84 1,722 8.85 0.0043
2016-11-02 2016-09-30 13F CMS ENERGY COM 125896100 37,658 14,722 64.19 1,582 50.38 0.0044
2016-08-09 2016-06-30 13F CMS ENERGY COM 125896100 22,936 -814 -3.43 1,052 4.37 0.0042
2016-05-17 2016-03-31 13F/A-2 CMS ENERGY COM 125896100 23,750 -50,468 -68.00 1,008 -62.36 0.0042
2016-05-12 2016-03-31 13F/A-1 CMS ENERGY COM 125896100 23,750 0 1,008 0.0041
2016-05-12 2016-03-31 13F CMS ENERGY COM 125896100 23,750 1,008
2016-02-10 2015-12-31 13F CMS ENERGY COM 125896100 74,218 14,792 24.89 2,678 27.58 0.0111
2015-11-06 2015-09-30 13F CMS ENERGY COM 125896100 59,426 -1,608 -2.63 2,099 7.59 0.0086
2015-08-14 2015-06-30 13F/A-01 CMS ENERGY COM 125896100 61,034 53,309 690.08 1,951 625.28 0.0072
2015-08-07 2015-06-30 13F CMS Energy COM 125896100 61,034 1,951
2015-05-07 2015-03-31 13F CMS Energy COM 125896100 7,725 -18,075 -70.06 269 -70.01 0.0010
2015-02-11 2014-12-31 13F CMS Energy COM 125896100 25,800 25,800 897 0.0033
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.