CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership13 shares
Latest Disclosed Value $ 1,009
AdvisorNet Financial, Inc reports 85.71% increase in ownership of CMS / CMS Energy Corporation

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 13 shares of CMS Energy Corporation (US:CMS) valued at $1,009 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 7 shares of CMS Energy Corporation. The current value of the position is $913 USD.

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)
2026-04-17 2026-03-31 13F CMS ENERGY CORP COM Stock 125896100 13 6 85.71 1 0.0001
2026-01-20 2025-12-31 13F CMS ENERGY CORP COM Stock 125896100 7 0 0.00 0 0.0000
2025-10-09 2025-09-30 13F CMS ENERGY CORP COM Stock 125896100 7 0 0.00 1 0.0000
2025-07-14 2025-06-30 13F CMS ENERGY CORP COM Stock 125896100 7 -400 -98.28 0 -100.00 0.0000
2025-04-07 2025-03-31 13F CMS ENERGY CORP COM Stock 125896100 407 -1 -0.25 31 11.11 0.0023
2025-01-13 2024-12-31 13F CMS ENERGY CORP COM Stock 125896100 408 -56 -12.07 27 -15.62 0.0023
2024-10-15 2024-09-30 13F CMS ENERGY CORP COM Stock 125896100 464 8 1.75 33 18.52 0.0024
2024-07-16 2024-06-30 13F CMS ENERGY CORP COM Stock 125896100 456 15 3.40 27 3.85 0.0025
2024-04-12 2024-03-31 13F CMS ENERGY CORP COM Stock 125896100 441 1 0.23 27 4.00 0.0026
2024-01-19 2023-12-31 13F CMS ENERGY CORP COM Stock 125896100 440 23 5.52 26 13.64 0.0024
2023-10-12 2023-09-30 13F CMS ENERGY CORP COM Stock 125896100 417 -215 -34.02 22 -40.54 0.0020
2023-07-14 2023-06-30 13F CMS ENERGY CORP COM Stock 125896100 632 13 2.10 37 0.00 0.0032
2023-04-28 2023-03-31 13F CMS ENERGY CORP COM Stock 125896100 619 -2 -0.32 38 -5.13 0.0035
2023-01-13 2022-12-31 13F CMS ENERGY CORP COM Stock 125896100 621 -290 -31.83 39 -26.42 0.0039
2022-10-04 2022-09-30 13F CMS ENERGY CORP COM Stock 125896100 911 25 2.82 53 -11.67 0.0053
2022-07-07 2022-06-30 13F CMS ENERGY CORP COM Stock 125896100 886 291 48.91 60 42.86 0.0059
2022-04-14 2022-03-31 13F CMS ENERGY CORP COM Stock 125896100 595 15 2.59 42 10.53 0.0026
2022-01-19 2021-12-31 13F CMS ENERGY CORP COM Stock 125896100 580 20 3.57 38 15.15 0.0023
2021-10-15 2021-09-30 13F CMS ENERGY CORP COM Stock 125896100 560 160 40.00 33 37.50 0.0023
2021-07-06 2021-06-30 13F CMS ENERGY CORP COM Stock 125896100 400 0 0.00 24 0.00 0.0016
2021-04-14 2021-03-31 13F CMS ENERGY CORP COM Stock 125896100 400 0 0.00 24 0.00 0.0017
2021-02-04 2020-12-31 13F CMS ENERGY CORP COM Stock 125896100 400 0 0.00 24 -4.00 0.0019
2020-11-06 2020-09-30 13F CMS ENERGY CORP COM Stock 125896100 400 -200 -33.33 25 -28.57 0.0021
2020-08-26 2020-06-30 13F CMS ENERGY CORP COM Stock 125896100 600 100 20.00 35 20.69 0.0028
2020-05-14 2020-03-31 13F CMS ENERGY CORP COM Stock 125896100 500 -56 -10.07 29 -17.14 0.0027
2020-02-12 2019-12-31 13F CMS ENERGY CORP COM Stock 125896100 556 -670 -54.65 35 -55.13 0.0030
2019-10-23 2019-09-30 13F CMS ENERGY CORP COM Stock 125896100 1,226 -623 -33.69 78 -27.10 0.0072
2019-07-15 2019-06-30 13F CMS ENERGY CORP COM Stock 125896100 1,849 85 4.82 107 9.18 0.0118
2019-05-14 2019-03-31 13F CMS ENERGY CORP COM Stock 125896100 1,764 0 0.00 98 11.36 0.0120
2019-02-08 2018-12-31 13F CMS ENERGY CORP COM Stock 125896100 1,764 180 11.36 88 12.82 0.0122
2018-11-14 2018-09-30 13F CMS ENERGY CORP COM Stock 125896100 1,584 702 79.59 78 85.71 0.0098
2018-07-26 2018-06-30 13F CMS ENERGY CORP COM Stock 125896100 882 682 341.00 42 366.67 0.0057
2018-05-08 2018-03-31 13F CMS ENERGY CORP COM Stock 125896100 200 200 9 0.0012
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.