CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionBruce & Co., Inc.
Latest Disclosed Ownership156,000 shares
Latest Disclosed Value $ 12,102,480
Bruce & Co., Inc. ownership in CMS / CMS Energy Corporation

On May 14, 2026 - Bruce & Co., Inc. filed a 13F-HR form disclosing ownership of 156,000 shares of CMS Energy Corporation (US:CMS) valued at $12,102,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 156,000 shares of CMS Energy Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $10,954,320 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.

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)
2026-05-14 2026-03-31 13F CMS Energy Common 125896100 156,000 0 0.00 12,102 10.94 3.4612
2026-02-13 2025-12-31 13F CMS Energy Common 125896100 156,000 0 0.00 10,909 -4.54 3.3823
2025-11-13 2025-09-30 13F CMS Energy Common 125896100 156,000 -40,000 -20.41 11,429 -15.83 3.5389
2025-08-14 2025-06-30 13F CMS Energy Common 125896100 196,000 -30,000 -13.27 13,579 -20.01 4.4020
2025-05-14 2025-03-31 13F CMS Energy Common 125896100 226,000 -60,000 -20.98 16,975 -10.95 5.4437
2025-02-11 2024-12-31 13F CMS Energy Common 125896100 286,000 -24,000 -7.74 19,062 -12.94 6.1209
2024-11-14 2024-09-30 13F CMS Energy Common 125896100 310,000 -10,000 -3.12 21,895 14.94 6.3723
2024-08-09 2024-06-30 13F CMS Energy Common 125896100 320,000 4,000 1.27 19,050 -0.09 6.2669
2024-05-13 2024-03-31 13F CMS Energy Common 125896100 316,000 0 0.00 19,067 3.91 6.3243
2024-02-12 2023-12-31 13F CMS Energy Common 125896100 316,000 -40,000 -11.24 18,350 -2.95 6.4032
2023-11-13 2023-09-30 13F CMS Energy Common 125896100 356,000 -60,755 -14.58 18,907 -22.78 6.4435
2023-08-08 2023-06-30 13F CMS Energy Common 125896100 416,755 0 0.00 24,484 -4.28 6.8682
2023-05-12 2023-03-31 13F CMS Energy Common 125896100 416,755 -1,745 -0.42 25,580 -3.48 6.9714
2023-02-15 2022-12-31 13F CMS Energy Common 125896100 418,500 0 0.00 26,504 8.74 6.8325
2022-11-15 2022-09-30 13F CMS Energy Common 125896100 418,500 -30,000 -6.69 24,373 -19.49 6.6981
2022-08-09 2022-06-30 13F CMS Energy Common 125896100 448,500 -20,000 -4.27 30,273 -7.61 7.1219
2022-05-11 2022-03-31 13F CMS Energy Common 125896100 468,500 0 0.00 32,766 7.52 6.6995
2022-02-16 2021-12-31 13F CMS Energy Common 125896100 468,500 0 0.00 30,475 8.91 6.0932
2021-11-12 2021-09-30 13F CMS Energy Common 125896100 468,500 -23,300 -4.74 27,983 -3.69 5.9453
2021-08-16 2021-06-30 13F CMS Energy Common 125896100 491,800 -1,000 -0.20 29,055 -3.69 5.5489
2021-05-17 2021-03-31 13F CMS Energy Common 125896100 492,800 0 0.00 30,169 0.35 5.6519
2021-02-16 2020-12-31 13F CMS Energy Common 125896100 492,800 0 0.00 30,065 -0.65 5.7952
2020-11-13 2020-09-30 13F CMS Energy Common 125896100 492,800 0 0.00 30,262 5.12 6.2667
2020-08-14 2020-06-30 13F CMS Energy Common 125896100 492,800 0 0.00 28,789 -0.58 6.2569
2020-05-15 2020-03-31 13F CMS Energy Common 125896100 492,800 0 0.00 28,956 -6.49 6.6679
2020-02-14 2019-12-31 13F CMS Energy Common 125896100 492,800 0 0.00 30,967 -1.74 6.0417
2019-11-14 2019-09-30 13F CMS Energy Common 125896100 492,800 0 0.00 31,514 10.43 6.5429
2019-08-14 2019-06-30 13F CMS Energy Common 125896100 492,800 -45,500 -8.45 28,538 -4.55 6.0839
2019-05-16 2019-03-31 13F CMS Energy Common 125896100 538,300 0 0.00 29,897 11.89 5.8398
2019-02-15 2018-12-31 13F CMS Energy Common 125896100 538,300 0 0.00 26,721 1.31 5.6888
2018-11-09 2018-09-30 13F CMS Energy Common 125896100 538,300 0 0.00 26,376 3.64 5.1110
2018-08-14 2018-06-30 13F CMS Energy Common 125896100 538,300 0 0.00 25,450 4.39 5.0662
2018-05-15 2018-03-31 13F CMS Energy Common 125896100 538,300 0 0.00 24,379 -4.20 5.0918
2018-02-14 2017-12-31 13F CMS Energy Common 125896100 538,300 0 0.00 25,447 2.06 5.5147
2017-11-15 2017-09-30 13F CMS Energy Common 125896100 538,300 0 0.00 24,934 0.15 5.5725
2017-08-09 2017-06-30 13F CMS Energy Common 125896100 538,300 0 0.00 24,896 3.38 5.6857
2017-05-15 2017-03-31 13F CMS Energy Common 125896100 538,300 0 0.00 24,083 7.49 5.7677
2017-02-10 2016-12-31 13F CMS Energy Common 125896100 538,300 0 0.00 22,404 1.51 5.8518
2016-11-14 2016-09-30 13F CMS Energy Common 125896100 538,300 0 0.00 22,070 -10.60 5.9639
2016-08-15 2016-06-30 13F CMS Energy Common 125896100 538,300 0 0.00 24,686 8.06 6.3115
2016-05-13 2016-03-31 13F CMS Energy Common 125896100 538,300 0 0.00 22,845 17.63 6.3707
2016-02-12 2015-12-31 13F CMS Energy Common 125896100 538,300 210,300 64.12 19,421 67.65 5.2695
2015-11-16 2015-09-30 13F CMS Energy Common 125896100 328,000 108,000 49.09 11,584 65.39 2.9788
2015-08-13 2015-06-30 13F CMS Energy Common 125896100 220,000 200,000 1,000.00 7,004 -9.04 1.8115
2015-05-15 2015-03-31 13F CMS Energy Common 125896100 20,000 0 0.00 7,700 1,112.60 1.9531
2015-02-13 2014-12-31 13F CMS Energy Common 125896100 20,000 0 0.00 635 6.01 0.1755
2014-11-13 2014-09-30 13F CMS Energy Common 125896100 20,000 20,000 599 0.1668
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.