CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership8,528,153 shares
Latest Disclosed Value $ 659,203,736
Geode Capital Management, Llc reports 2.46% increase in ownership of CMS / CMS Energy Corporation

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 8,528,153 shares of CMS Energy Corporation (US:CMS) valued at $661,614,110 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 8,323,146 shares of CMS Energy Corporation. This represents a change in shares of 2.46% during the quarter. The current value of the position is $598,846,904 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 8,528,153 205,007 2.46 659,204 13.67 0.0219
2026-02-09 2025-12-31 13F CMS ENERGY COM 125896100 8,323,146 183,589 2.26 579,902 -2.36 0.0358
2025-11-12 2025-09-30 13F CMS ENERGY COM 125896100 8,139,557 118,792 1.48 593,944 7.32 0.0379
2025-08-08 2025-06-30 13F CMS ENERGY COM 125896100 8,020,765 130,059 1.65 553,440 -6.33 0.0388
2025-05-13 2025-03-31 13F CMS ENERGY COM 125896100 7,890,706 282,026 3.71 590,853 16.80 0.0465
2025-02-12 2024-12-31 13F CMS ENERGY COM 125896100 7,608,680 98,910 1.32 505,869 -4.32 0.0392
2024-11-12 2024-09-30 13F CMS ENERGY COM 125896100 7,509,770 105,062 1.42 528,713 20.25 0.0428
2024-08-09 2024-06-30 13F CMS ENERGY COM 125896100 7,404,708 288,780 4.06 439,680 2.66 0.0386
2024-05-13 2024-03-31 13F CMS ENERGY COM 125896100 7,115,928 337,103 4.97 428,304 9.08 0.0396
2024-02-13 2023-12-31 13F CMS ENERGY COM 125896100 6,778,825 140,818 2.12 392,656 11.61 0.0411
2023-11-13 2023-09-30 13F CMS ENERGY COM 125896100 6,638,007 124,882 1.92 351,814 -7.83 0.0419
2023-08-11 2023-06-30 13F CMS ENERGY COM 125896100 6,513,125 227,199 3.61 381,696 -0.86 0.0449
2023-05-15 2023-03-31 13F CMS ENERGY COM 125896100 6,285,926 124,854 2.03 384,994 98,870.18 0.0500
2023-02-13 2022-12-31 13F CMS ENERGY COM 125896100 6,161,072 101,278 1.67 390 -99.89 0.0547
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 6,059,794 122,578 2.06 352,525 -11.88 0.0535
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 5,937,216 210,774 3.68 400,067 0.13 0.0586
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 5,726,442 261,284 4.78 399,559 12.67 0.0499
2022-02-11 2021-12-31 13F CMS ENERGY COM 125896100 5,465,158 119,992 2.24 354,614 11.36 0.0427
2021-11-12 2021-09-30 13F CMS ENERGY COM 125896100 5,345,166 92,145 1.75 318,443 2.89 0.0429
2021-08-13 2021-06-30 13F CMS ENERGY COM 125896100 5,253,021 139,322 2.72 309,508 -0.88 0.0426
2021-05-12 2021-03-31 13F CMS ENERGY COM 125896100 5,113,699 124,757 2.50 312,252 2.83 0.0478
2021-02-12 2020-12-31 13F CMS ENERGY COM 125896100 4,988,942 85,653 1.75 303,646 1.03 0.0510
2020-11-13 2020-09-30 13F CMS ENERGY COM 125896100 4,903,289 32,197 0.66 300,537 5.80 0.0589
2020-08-13 2020-06-30 13F CMS ENERGY COM 125896100 4,871,092 97,878 2.05 284,070 1.48 0.0608
2020-05-14 2020-03-31 13F CMS ENERGY COM 125896100 4,773,214 20,371 0.43 279,920 -6.10 0.0730
2020-02-20 2019-12-31 13F/A-1 CMS ENERGY COM 125896100 4,752,843 255,850 5.69 298,097 3.81 0.0623
2020-02-13 2019-12-31 13F CMS ENERGY COM 125896100 4,752,843 255,850 298,097 37,989.8489
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 4,496,993 134,995 3.09 287,156 13.86 0.0670
2019-08-14 2019-06-30 13F CMS ENERGY COM 125896100 4,361,998 209,853 5.05 252,191 9.54 0.0610
2019-05-14 2019-03-31 13F CMS ENERGY COM 125896100 4,152,145 414,707 11.10 230,226 24.29 0.0597
2019-03-06 2018-12-31 13F/A-1 CMS ENERGY COM 125896100 3,737,438 253,498 7.28 185,237 8.72 0.0573
2019-02-13 2018-12-31 13F CMS ENERGY COM 125896100 3,737,438 253,498 185,237
2018-11-13 2018-09-30 13F CMS ENERGY COM 125896100 3,483,940 147,042 4.41 170,382 8.21 0.0480
2018-08-14 2018-06-30 13F CMS ENERGY COM 125896100 3,336,898 68,912 2.11 157,451 6.63 0.0484
2018-05-15 2018-03-31 13F CMS ENERGY COM 125896100 3,267,986 257,205 8.54 147,661 3.90 0.0481
2018-02-13 2017-12-31 13F CMS ENERGY COM 125896100 3,010,781 116,409 4.02 142,121 6.21 0.0483
2017-11-14 2017-09-30 13F CMS ENERGY COM 125896100 2,894,372 112,707 4.05 133,809 4.18 0.0494
2017-08-14 2017-06-30 13F CMS ENERGY COM 125896100 2,781,665 32,008 1.16 128,438 4.55 0.0505
2017-06-21 2017-03-31 13F/A-1 CMS ENERGY CORP COM COM 125896100 2,749,657 257,136 10.32 122,844 18.56 0.0504
2017-05-12 2017-03-31 13F CMS ENERGY CORP COM COM 125896100 2,749,657 122,844
2017-02-14 2016-12-31 13F CMS ENERGY CORP COM COM 125896100 2,492,521 109,682 4.60 103,612 3.67 0.0482
2016-11-10 2016-09-30 13F CMS ENERGY CORP COM COM 125896100 2,382,839 116,716 5.15 99,940 -3.66 0.0503
2016-08-12 2016-06-30 13F CMS ENERGY CORP COM COM 125896100 2,266,123 -8,346 -0.37 103,741 7.69 0.0564
2016-05-13 2016-03-31 13F CMS ENERGY CORP COM COM 125896100 2,274,469 51,848 2.33 96,333 20.38 0.0511
2016-02-12 2015-12-31 13F CMS ENERGY CORP COM COM 125896100 2,222,621 -4,945 -0.22 80,026 1.91 0.0456
2015-11-13 2015-09-30 13F CMS ENERGY CORP COM COM 125896100 2,227,566 56,733 2.61 78,524 13.83 0.0476
2015-08-14 2015-06-30 13F CMS ENERGY CORP COM COM 125896100 2,170,833 23,805 1.11 68,982 -7.82 0.0394
2015-05-14 2015-03-31 13F CMS ENERGY CORP COM COM 125896100 2,147,028 67,129 3.23 74,835 3.67 0.0428
2015-02-12 2014-12-31 13F CMS ENERGY CORP COM COM 125896100 2,079,899 59,328 2.94 72,183 20.60 0.0429
2014-11-14 2014-09-30 13F CMS ENERGY CORP COM COM 125896100 2,020,571 14,728 0.73 59,854 -4.15 0.0388
2014-08-13 2014-06-30 13F CMS ENERGY CORP COM COM 125896100 2,005,843 -10,687 -0.53 62,444 5.80 0.0404
2014-05-14 2014-03-31 13F CMS ENERGY CORP COM COM 125896100 2,016,530 95,131 4.95 59,019 14.78 0.0396
2014-02-14 2013-12-31 13F CMS ENERGY CORP COM COM 125896100 1,921,399 89,404 4.88 51,420 6.67 0.0356
2013-11-14 2013-09-30 13F CMS ENERGY CORP COM COM 125896100 1,831,995 57,508 3.24 48,206 0.01 0.0387
2013-08-14 2013-06-30 13F CMS ENERGY CORP COM COM 125896100 1,774,487 1,774,487 48,202 0.0424
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.