CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionCibc World Markets Corp
Latest Disclosed Ownership49,764 shares
Latest Disclosed Value $ 3,479,997
Cibc World Markets Corp reports 32.21% increase in ownership of CMS / CMS Energy Corporation

On February 12, 2026 - Cibc World Markets Corp filed a 13F-HR form disclosing ownership of 49,764 shares of CMS Energy Corporation (US:CMS) valued at $3,479,997 USD as of December 31, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 37,640 shares of CMS Energy Corporation. This represents a change in shares of 32.21% during the quarter. The current value of the position is $3,494,428 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)
2026-02-12 2025-12-31 13F CMS ENERGY COM 125896100 49,764 12,124 32.21 3,480 33.45 0.0167
2025-08-14 2025-06-30 13F CMS ENERGY CORP COM COM 125896100 37,640 1,601 4.44 2,608 -3.66 0.0164
2025-05-13 2025-03-31 13F CMS ENERGY CORP COM COM 125896100 36,039 -11,121 -23.58 2,707 -13.90 0.0213
2025-02-10 2024-12-31 13F CMS ENERGY CORP COM COM 125896100 47,160 6,624 16.34 3,143 9.78 0.0184
2024-11-13 2024-09-30 13F CMS ENERGY CORP COM COM 125896100 40,536 2,061 5.36 2,863 25.02 0.0206
2024-08-12 2024-06-30 13F CMS ENERGY CORP COM COM 125896100 38,475 9,044 30.73 2,290 29.01 0.0150
2024-05-13 2024-03-31 13F CMS ENERGY CORP COM COM 125896100 29,431 -8,122 -21.63 1,776 -18.58 0.0116
2024-02-13 2023-12-31 13F CMS ENERGY CORP COM COM 125896100 37,553 21,451 133.22 2,181 154.97 0.0119
2023-11-13 2023-09-30 13F CMS ENERGY CORP COM COM 125896100 16,102 -18,079 -52.89 855 -57.42 0.0084
2023-08-04 2023-06-30 13F CMS ENERGY CORP COM COM 125896100 34,181 19,452 132.07 2,008 122.12 0.0163
2023-05-11 2023-03-31 13F CMS ENERGY CORP COM COM 125896100 14,729 -19,395 -56.84 904 -58.17 0.0148
2023-02-09 2022-12-31 13F CMS ENERGY CORP COM COM 125896100 34,124 29,721 675.02 2,161 744.14 0.0145
2022-11-14 2022-09-30 13F CMS ENERGY CORP COM COM 125896100 4,403 -15,851 -78.26 256 -81.27 0.0036
2022-08-12 2022-06-30 13F CMS ENERGY CORP COM COM 125896100 20,254 2,634 14.95 1,367 10.96 0.0128
2022-05-13 2022-03-31 13F CMS ENERGY CORP COM COM 125896100 17,620 7,293 70.62 1,232 83.33 0.0096
2022-02-11 2021-12-31 13F CMS ENERGY CORP COM COM 125896100 10,327 -6,002 -36.76 672 -31.08 0.0036
2021-11-12 2021-09-30 13F CMS ENERGY CORP COM COM 125896100 16,329 -145,769 -89.93 975 -89.82 0.0066
2021-08-10 2021-06-30 13F CMS ENERGY CORP COM COM 125896100 162,098 134,552 488.46 9,577 468.03 0.0666
2021-05-07 2021-03-31 13F CMS ENERGY CORP COM COM 125896100 27,546 -25,214 -47.79 1,686 -47.62 0.0105
2021-02-12 2020-12-31 13F CMS ENERGY CORP COM COM 125896100 52,760 18,286 53.04 3,219 52.05 0.0162
2020-11-12 2020-09-30 13F CMS ENERGY CORP COM COM 125896100 34,474 6,361 22.63 2,117 28.93 0.0206
2020-08-12 2020-06-30 13F CMS ENERGY CORP COM COM 125896100 28,113 7,339 35.33 1,642 34.59 0.0176
2020-05-12 2020-03-31 13F CMS ENERGY CORP COM COM 125896100 20,774 -12,793 -38.11 1,220 -42.15 0.0156
2020-02-13 2019-12-31 13F CMS ENERGY CORP COM COM 125896100 33,567 1,247 3.86 2,109 2.03 0.0137
2019-11-12 2019-09-30 13F CMS ENERGY CORP COM COM 125896100 32,320 -39,592 -55.06 2,067 -50.36 0.0193
2019-08-13 2019-06-30 13F CMS ENERGY CORP COM COM 125896100 71,912 34,384 91.62 4,164 99.81 0.0321
2019-05-14 2019-03-31 13F CMS ENERGY CORP COM COM 125896100 37,528 -56,625 -60.14 2,084 -55.42 0.0170
2019-02-13 2018-12-31 13F/A-1 CMS ENERGY CORP COM COM 125896100 94,153 2,348 2.56 4,675 3.94 0.0435
2019-02-13 2018-12-31 13F CMS ENERGY CORP COM COM 125896100 94,153 2,348 4,675
2018-11-13 2018-09-30 13F CMS ENERGY CORP COM COM 125896100 91,805 -2,340 -2.49 4,498 1.06 0.0384
2018-08-13 2018-06-30 13F CMS ENERGY CORP COM COM 125896100 94,145 57,534 157.15 4,451 168.46 0.0384
2018-05-11 2018-03-31 13F CMS ENERGY CORP COM COM 125896100 36,611 -20,441 -35.83 1,658 -38.57 0.0176
2018-02-13 2017-12-31 13F CMS ENERGY CORP COM COM 125896100 57,052 -16,225 -22.14 2,699 -20.48 0.0194
2017-11-14 2017-09-30 13F CMS ENERGY CORP COM COM 125896100 73,277 13,550 22.69 3,394 22.88 0.0326
2017-08-11 2017-06-30 13F CMS ENERGY CORP COM COM 125896100 59,727 10,380 21.03 2,762 25.09 0.0292
2017-05-10 2017-03-31 13F CMS ENERGY CORP COM COM 125896100 49,347 10,068 25.63 2,208 35.05 0.0179
2017-02-13 2016-12-31 13F CMS ENERGY CORP COM COM 125896100 39,279 18,872 92.48 1,635 90.78 0.0167
2016-11-14 2016-09-30 13F CMS ENERGY CORP COM COM 125896100 20,407 20,407 857 0.0163
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.