CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionM&t Bank Corp
Latest Disclosed Ownership387,300 shares
Latest Disclosed Value $ 30,046,724
M&t Bank Corp reports 6.02% decrease in ownership of CMS / CMS Energy Corporation

On May 12, 2026 - M&t Bank Corp filed a 13F-HR form disclosing ownership of 387,300 shares of CMS Energy Corporation (US:CMS) valued at $30,046,734 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 30, 2026 disclosing 412,106 shares of CMS Energy Corporation. This represents a change in shares of -6.02% during the quarter. The current value of the position is $27,196,206 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)
2026-05-12 2026-03-31 13F CMS ENERGY COM 125896100 387,300 -24,806 -6.02 30,047 4.26 0.0244
2026-01-30 2025-12-31 13F/A-1 CMS ENERGY COM 125896100 412,106 -4,948 -1.19 28,819 -5.68 0.0925
2026-01-28 2025-12-31 13F CMS ENERGY COM 125896100 206,688 -210,366 62,783 0.0374
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 417,054 -16,221 -3.74 30,553 1.79 0.1027
2025-08-13 2025-06-30 13F CMS ENERGY COM 125896100 433,275 -3,246 -0.74 30,018 -8.45 0.1031
2025-04-30 2025-03-31 13F CMS ENERGY COM 125896100 436,521 -39,430 -8.28 32,787 3.35 0.1194
2025-02-06 2024-12-31 13F CMS ENERGY COM 125896100 475,951 -7,264 -1.50 31,723 -7.06 0.1063
2024-11-19 2024-09-30 13F/A-1 CMS ENERGY COM 125896100 483,215 3,497 0.73 34,130 19.51 0.1122
2024-11-15 2024-09-30 13F CMS ENERGY COM 125896100 483,215 3,497 34,130 0.0205
2024-07-31 2024-06-30 13F CMS ENERGY COM 125896100 479,718 10,346 2.20 28,558 0.83 0.0975
2024-05-07 2024-03-31 13F CMS ENERGY COM 125896100 469,372 27,186 6.15 28,322 10.30 0.0985
2024-02-06 2023-12-31 13F CMS ENERGY COM 125896100 442,186 -19,733 -4.27 25,678 4.67 0.0943
2023-11-02 2023-09-30 13F CMS ENERGY COM 125896100 461,919 334 0.07 24,533 -9.54 0.0979
2023-08-09 2023-06-30 13F CMS ENERGY COM 125896100 461,585 -1,406 -0.30 27,119 -4.57 0.1012
2023-05-11 2023-03-31 13F CMS ENERGY COM 125896100 462,991 6,578 1.44 28,419 -1.68 0.1100
2023-02-13 2022-12-31 13F/A-1 CMS ENERGY COM 125896100 456,413 3,724 0.82 28,904 9.63 0.1163
2023-02-13 2022-12-31 13F CME GROUP COM 125896100 457,416 4,727 29,074 0.1169
2022-11-17 2022-09-30 13F/A-1 CMS ENERGY COM 125896100 452,689 -18,047 -3.83 26,364 -11.41 0.1171
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 452,689 -18,047 26,238 0.0224
2022-08-05 2022-06-30 13F CMS ENERGY COM 125896100 470,736 33,652 7.70 29,758 -2.66 0.1402
2022-05-09 2022-03-31 13F CMS ENERGY COM 125896100 437,084 42,862 10.87 30,571 19.22 0.1350
2022-02-07 2021-12-31 13F CMS ENERGY COM 125896100 394,222 235,464 148.32 25,642 170.40 0.1077
2021-10-28 2021-09-30 13F CMS ENERGY COM 125896100 158,758 -2,081 -1.29 9,483 -0.21 0.0427
2021-08-13 2021-06-30 13F CMS ENERGY COM 125896100 160,839 7,107 4.62 9,503 0.98 0.0417
2021-05-06 2021-03-31 13F CMS ENERGY COM 125896100 153,732 2,664 1.76 9,411 2.10 0.0406
2021-02-12 2020-12-31 13F CMS ENERGY COM 125896100 151,068 4,887 3.34 9,217 2.67 0.0404
2020-11-06 2020-09-30 13F CMS ENERGY COM 125896100 146,181 -1,377 -0.93 8,977 4.11 0.0441
2020-07-29 2020-06-30 13F CMS ENERGY COM 125896100 147,558 562 0.38 8,623 -0.15 0.0462
2020-05-14 2020-03-31 13F CMS ENERGY COM 125896100 146,996 21,523 17.15 8,636 9.52 0.0511
2020-02-07 2019-12-31 13F CMS ENERGY COM 125896100 125,473 -1,412 -1.11 7,885 -2.83 0.0370
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 126,885 -11,469 -8.29 8,115 1.29 0.0405
2019-08-12 2019-06-30 13F CMS ENERGY COM 125896100 138,354 4,244 3.16 8,012 7.57 0.0418
2019-05-15 2019-03-31 13F CMS ENERGY COM 125896100 134,110 2,209 1.67 7,448 13.74 0.0389
2019-02-01 2018-12-31 13F CMS ENERGY COM 125896100 131,901 7,898 6.37 6,548 7.77 0.0376
2018-11-09 2018-09-30 13F CMS ENERGY COM 125896100 124,003 -4,825 -3.75 6,076 -0.25 0.0304
2018-08-10 2018-06-30 13F CMS ENERGY COM 125896100 128,828 1,871 1.47 6,091 5.93 0.0328
2018-05-04 2018-03-31 13F CMS ENERGY COM 125896100 126,957 29,826 30.71 5,750 25.14 0.0309
2018-02-06 2017-12-31 13F CMS ENERGY COM 125896100 97,131 73,637 313.43 4,595 322.33 0.0241
2017-11-13 2017-09-30 13F CMS ENERGY COM 125896100 23,494 1,071 4.78 1,088 4.92 0.0059
2017-08-11 2017-06-30 13F CMS ENERGY COM 125896100 22,423 1,671 8.05 1,037 11.75 0.0061
2017-05-10 2017-03-31 13F CMS ENERGY COM 125896100 20,752 1,593 8.31 928 16.29 0.0056
2017-02-14 2016-12-31 13F CMS ENERGY COM 125896100 19,159 -31,480 -62.17 798 -62.48 0.0050
2016-11-04 2016-09-30 13F CMS ENERGY COM 125896100 50,639 -4,723 -8.53 2,127 -16.23 0.0136
2016-08-04 2016-06-30 13F CMS ENERGY COM 125896100 55,362 -7,270 -11.61 2,539 -4.48 0.0171
2016-05-11 2016-03-31 13F CMS ENERGY COM 125896100 62,632 -3,783 -5.70 2,658 10.93 0.0180
2016-02-12 2015-12-31 13F CMS ENERGY COM 125896100 66,415 1,268 1.95 2,396 4.17 0.0159
2015-11-13 2015-09-30 13F CMS ENERGY COM 125896100 65,147 -4,294 -6.18 2,300 3.98 0.0157
2015-08-14 2015-06-30 13F CMS ENERGY COM 125896100 69,441 4,459 6.86 2,212 -2.51 0.0133
2015-05-14 2015-03-31 13F CMS ENERGY COM 125896100 64,982 -2,886 -4.25 2,269 -3.86 0.0142
2015-02-12 2014-12-31 13F CMS ENERGY COM 125896100 67,868 13,545 24.93 2,360 46.49 0.0148
2014-11-14 2014-09-30 13F CMS ENERGY COM 125896100 54,323 54,323 1,611 0.0113
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.