CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership26,687 shares
Latest Disclosed Value $ 2,070,377
Advisors Asset Management, Inc. reports 11.54% increase in ownership of CMS / CMS Energy Corporation

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 26,687 shares of CMS Energy Corporation (US:CMS) valued at $2,070,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 23,926 shares of CMS Energy Corporation. This represents a change in shares of 11.54% during the quarter. The current value of the position is $1,873,961 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)
2026-05-15 2026-03-31 13F CMS ENERGY COM 125896100 26,687 2,761 11.54 2,070 23.73 0.0344
2026-02-12 2025-12-31 13F CMS ENERGY COM 125896100 23,926 3,008 14.38 1,673 9.20 0.0281
2025-11-06 2025-09-30 13F CMS ENERGY COM 125896100 20,918 1,372 7.02 1,532 13.15 0.0260
2025-08-12 2025-06-30 13F CMS ENERGY COM 125896100 19,546 1,681 9.41 1,354 0.97 0.0242
2025-05-15 2025-03-31 13F CMS ENERGY COM 125896100 17,865 -1,853 -9.40 1,342 2.05 0.0252
2025-02-10 2024-12-31 13F CMS ENERGY COM 125896100 19,718 -635 -3.12 1,314 -8.56 0.0242
2024-11-08 2024-09-30 13F CMS ENERGY COM 125896100 20,353 -3,566 -14.91 1,438 0.98 0.0264
2024-08-14 2024-06-30 13F CMS ENERGY COM 125896100 23,919 345 1.46 1,424 0.07 0.0278
2024-05-14 2024-03-31 13F CMS ENERGY COM 125896100 23,574 -97 -0.41 1,422 3.49 0.0273
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 23,671 2,150 9.99 1,375 20.32 0.0281
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 21,521 957 4.65 1,143 -5.46 0.0247
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 20,564 3,270 18.91 1,208 13.85 0.0247
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 17,294 2,923 20.34 1,062 16.59 0.0216
2023-02-13 2022-12-31 13F CMS ENERGY COM 125896100 14,371 2,556 21.63 910 32.27 0.0187
2022-11-08 2022-09-30 13F CMS ENERGY COM 125896100 11,815 311 2.70 688 -11.45 0.0145
2022-08-08 2022-06-30 13F CMS ENERGY COM 125896100 11,504 562 5.14 777 1.57 0.0147
2022-05-17 2022-03-31 13F CMS ENERGY COM 125896100 10,942 -947 -7.97 765 -1.03 0.0118
2022-02-15 2021-12-31 13F CMS ENERGY COM 125896100 11,889 -4,320 -26.65 773 -20.14 0.0110
2021-11-12 2021-09-30 13F CMS ENERGY COM 125896100 16,209 -1,808 -10.03 968 -9.02 0.0147
2021-07-30 2021-06-30 13F CMS ENERGY COM 125896100 18,017 -6,069 -25.20 1,064 -27.86 0.0157
2021-05-07 2021-03-31 13F CMS ENERGY COM 125896100 24,086 -459 -1.87 1,475 -1.47 0.0229
2021-02-12 2020-12-31 13F CMS ENERGY COM 125896100 24,545 4,540 22.69 1,497 21.81 0.0248
2020-11-16 2020-09-30 13F CMS ENERGY COM 125896100 20,005 572 2.94 1,229 8.28 0.0227
2020-08-12 2020-06-30 13F CMS ENERGY COM 125896100 19,433 177 0.92 1,135 0.35 0.0221
2020-05-15 2020-03-31 13F CMS ENERGY COM 125896100 19,256 2,612 15.69 1,131 8.13 0.0269
2020-05-20 2019-12-31 13F/A-1 CMS ENERGY COM 125896100 16,644 -492 -2.87 1,046 -4.56 0.0183
2020-02-14 2019-12-31 13F CMS ENERGY COM 125896100 16,644 -492 1,046 9,258.0890
2019-11-14 2019-09-30 13F CMS ENERGY COM 125896100 17,136 167 0.98 1,096 11.50 0.0202
2019-11-14 2019-06-30 13F/A-1 CMS ENERGY COM 125896100 16,969 -11,858 -41.14 983 -38.60 0.0177
2019-08-14 2019-06-30 13F CMS ENERGY COM 125896100 16,969 7,942 983
2019-05-15 2019-03-31 13F CMS ENERGY COM 125896100 28,827 -20,973 -42.11 1,601 -35.26 0.0285
2019-02-06 2018-12-31 13F/A-1 CMS ENERGY COM 125896100 49,800 -22,934 -31.53 2,473 -30.61 0.0498
2019-01-31 2018-12-31 13F CMS ENERGY COM 125896100 49,800 -22,934 2,473
2018-11-15 2018-09-30 13F CMS ENERGY COM 125896100 72,734 -13,937 -16.08 3,564 -13.03 0.0583
2018-08-22 2018-06-30 13F/A-1 CMS ENERGY COM 125896100 86,671 -28,306 -24.62 4,098 -16.04 0.0696
2018-08-15 2018-06-30 13F CMS ENERGY COM 125896100 69,202 -45,775 4,098
2018-05-15 2018-03-31 13F CMS ENERGY COM 125896100 114,977 -14,767 -11.38 4,881 -20.47 0.0818
2018-02-13 2017-12-31 13F CMS ENERGY COM 125896100 129,744 4,027 3.20 6,137 5.39 0.1009
2017-11-07 2017-09-30 13F CMS ENERGY COM 125896100 125,717 -4,836 -3.70 5,823 -3.56 0.0975
2017-08-02 2017-06-30 13F CMS ENERGY COM 125896100 130,553 16,384 14.35 6,038 18.21 0.1009
2017-05-02 2017-03-31 13F CMS ENERGY COM 125896100 114,169 17,621 18.25 5,108 25.94 0.0856
2016-10-31 2016-09-30 13F CMS ENERGY COM 125896100 96,548 15,099 18.54 4,056 8.59 0.0665
2016-08-08 2016-06-30 13F CMS ENERGY COM 125896100 81,449 81,449 0.00 3,735 0.0606
2016-05-16 2016-03-31 13F CMS ENERGY COM 125896100 0 -41,920 -100.00 0 -100.00
2016-02-10 2015-12-31 13F CMS ENERGY COM 125896100 41,920 4,304 11.44 1,512 13.77 0.0240
2015-11-16 2015-09-30 13F CMS ENERGY COM 125896100 37,616 -9,204 -19.66 1,329 -10.87 0.0212
2015-08-11 2015-06-30 13F CMS ENERGY COM 125896100 46,820 1,019 2.22 1,491 -6.75 0.0205
2015-05-13 2015-03-31 13F CMS ENERGY COM 125896100 45,801 -307 -0.67 1,599 -0.19 0.0213
2015-02-05 2014-12-31 13F CMS ENERGY COM 125896100 46,108 1,587 3.56 1,602 21.36 0.0215
2014-11-13 2014-09-30 13F CMS ENERGY COM 125896100 44,521 3,743 9.18 1,320 3.86 0.0182
2014-08-14 2014-06-30 13F CMS ENERGY COM 125896100 40,778 -41 -0.10 1,271 6.36 0.0176
2014-05-15 2014-03-31 13F CMS ENERGY COM 125896100 40,819 4,555 12.56 1,195 23.07 0.0181
2014-02-03 2013-12-31 13F CMS ENERGY COM 125896100 36,264 4,858 15.47 971 17.41 0.0157
2013-11-15 2013-09-30 13F CMS ENERGY COM 125896100 31,406 1,062 3.50 827 0.36 0.0147
2013-08-14 2013-06-30 13F CMS ENERGY COM 125896100 30,344 30,344 824 0.0156
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.