CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionReaves W H & Co Inc
Latest Disclosed Ownership2,114,254 shares
Latest Disclosed Value $ 164,023,826
Reaves W H & Co Inc reports 1.29% increase in ownership of CMS / CMS Energy Corporation

On May 7, 2026 - Reaves W H & Co Inc filed a 13F-HR form disclosing ownership of 2,114,254 shares of CMS Energy Corporation (US:CMS) valued at $164,023,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,087,283 shares of CMS Energy Corporation. This represents a change in shares of 1.29% during the quarter. The current value of the position is $148,462,916 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)
2026-05-07 2026-03-31 13F CMS ENERGY CORP COM COM 125896100 2,114,254 26,971 1.29 164,024 12.37 1.9599
2026-02-10 2025-12-31 13F CMS ENERGY CORP COM COM 125896100 2,087,283 -61,735 -2.87 145,964 -7.29 2.5531
2025-11-06 2025-09-30 13F CMS ENERGY CORP COM COM 125896100 2,149,018 276,476 14.76 157,437 21.36 2.8043
2025-08-11 2025-06-30 13F CMS ENERGY CORP COM COM 125896100 1,872,542 1,511,164 418.17 129,730 377.95 2.8760
2025-05-09 2025-03-31 13F CMS ENERGY CORP COM COM 125896100 361,378 -916,903 -71.73 27,143 31,832.94 0.6907
2025-02-06 2024-12-31 13F CMS ENERGY CORP COM COM 125896100 1,278,281 -51,117 -3.85 85 -8.60 2.2459
2024-11-05 2024-09-30 13F CMS ENERGY CORP COM COM 125896100 1,329,398 -12,864 -0.96 94 17.72 2.5689
2024-08-08 2024-06-30 13F CMS ENERGY CORP COM COM 125896100 1,342,262 -138,958 -9.38 80 -11.24 2.6986
2024-05-07 2024-03-31 13F CMS ENERGY CORP COM COM 125896100 1,481,220 -316,611 -17.61 89 -14.42 3.1690
2024-02-07 2023-12-31 13F CMS ENERGY CORP COM COM 125896100 1,797,831 -8,354 -0.46 104 9.47 3.7933
2023-11-07 2023-09-30 13F CMS ENERGY CORP COM COM 125896100 1,806,185 -86,045 -4.55 96 -14.41 3.7971
2023-08-07 2023-06-30 13F CMS ENERGY CORP COM COM 125896100 1,892,230 551,555 41.14 111 35.37 4.0958
2023-05-09 2023-03-31 13F CMS ENERGY CORP COM COM 125896100 1,340,675 -33,809 -2.46 82 -5.75 2.9607
2023-02-09 2022-12-31 13F CMS ENERGY CORP COM COM 125896100 1,374,484 -186,517 -11.95 87 -99.90 3.1076
2022-11-08 2022-09-30 13F CMS ENERGY CORP COM COM 125896100 1,561,001 37,771 2.48 90,913 -11.58 3.4213
2022-08-05 2022-06-30 13F CMS ENERGY CORP COM COM 125896100 1,523,230 -124,704 -7.57 102,818 -10.79 3.5314
2022-05-05 2022-03-31 13F CMS ENERGY CORP COM COM 125896100 1,647,934 -91,395 -5.25 115,256 1.87 3.6725
2022-02-09 2021-12-31 13F CMS ENERGY CORP COM COM 125896100 1,739,329 -141,222 -7.51 113,143 0.73 3.4566
2021-11-08 2021-09-30 13F CMS ENERGY CORP COM COM 125896100 1,880,551 -8,656 -0.46 112,325 0.64 3.5844
2021-08-05 2021-06-30 13F CMS ENERGY CORP COM COM 125896100 1,889,207 16,392 0.88 111,615 -2.65 3.6306
2021-05-06 2021-03-31 13F CMS ENERGY CORP COM COM 125896100 1,872,815 16,809 0.91 114,654 1.25 3.9875
2021-02-08 2020-12-31 13F CMS ENERGY CORP COM COM 125896100 1,856,006 67,319 3.76 113,235 3.09 4.0344
2020-11-04 2020-09-30 13F CMS ENERGY CORP COM COM 125896100 1,788,687 295,254 19.77 109,844 25.90 4.2892
2020-08-06 2020-06-30 13F CMS ENERGY CORP COM COM 125896100 1,493,433 340,338 29.52 87,247 28.79 3.6155
2020-05-07 2020-03-31 13F CMS ENERGY CORP COM COM 125896100 1,153,095 353,073 44.13 67,744 34.75 3.1332
2020-02-06 2019-12-31 13F CMS ENERGY CORP COM COM 125896100 800,022 6,403 0.81 50,273 -0.94 1.5747
2019-11-07 2019-09-30 13F CMS ENERGY CORP COM COM 125896100 793,619 -25,006 -3.05 50,752 7.06 1.5593
2019-08-08 2019-06-30 13F CMS ENERGY CORP COM COM 125896100 818,625 -128,723 -13.59 47,406 -9.90 1.5139
2019-05-08 2019-03-31 13F CMS ENERGY CORP COM COM 125896100 947,348 205,525 27.71 52,615 42.85 1.7364
2019-02-07 2018-12-31 13F CMS ENERGY CORP COM COM 125896100 741,823 -129,544 -14.87 36,832 -13.74 1.3485
2018-11-08 2018-09-30 13F CMS ENERGY CORP COM COM 125896100 871,367 135,000 18.33 42,697 22.64 1.3961
2018-08-08 2018-06-30 13F CMS ENERGY CORP COM COM 125896100 736,367 -132,150 -15.22 34,816 -11.49 1.1813
2018-05-08 2018-03-31 13F CMS ENERGY CORP COM COM 125896100 868,517 134,700 18.36 39,335 13.32 1.3915
2018-02-08 2017-12-31 13F CMS ENERGY CORP COM COM 125896100 733,817 83,409 12.82 34,710 15.21 1.0963
2017-11-08 2017-09-30 13F CMS ENERGY CORP COM COM 125896100 650,408 5,100 0.79 30,127 0.94 1.0912
2017-08-08 2017-06-30 13F CMS ENERGY CORP COM COM 125896100 645,308 -41,650 -6.06 29,845 -2.90 1.1032
2017-05-09 2017-03-31 13F CMS ENERGY CORP COM COM 125896100 686,958 -1,900 -0.28 30,735 7.20 1.1187
2017-02-08 2016-12-31 13F CMS ENERGY CORP COM COM 125896100 688,858 203,000 41.78 28,671 40.47 1.0752
2016-11-09 2016-09-30 13F CMS ENERGY CORP COM COM 125896100 485,858 -49,198 -9.19 20,411 -16.82 0.7493
2016-08-09 2016-06-30 13F CMS ENERGY CORP COM COM 125896100 535,056 -26,098 -4.65 24,538 3.03 0.8550
2016-05-11 2016-03-31 13F CMS ENERGY CORP COM COM 125896100 561,154 10,352 1.88 23,816 19.84 0.8516
2016-02-09 2015-12-31 13F/A-1 CMS ENERGY CORP COM COM 125896100 550,802 18,000 3.38 19,873 5.60 0.7967
2016-02-09 2015-12-31 13F CMS ENERGY CORP COM COM 125896100 532,802 18,819
2015-11-10 2015-09-30 13F CMS ENERGY CORP COM COM 125896100 532,802 463,802 672.18 18,819 756.58 0.7329
2015-08-10 2015-06-30 13F/A-1 CMS ENERGY CORP COM COM 125896100 69,000 0 0.00 2,197 -8.80 0.0786
2015-08-10 2015-06-30 13F CMS ENERGY CORP COM COM 125896100 69,000 2,197
2015-05-11 2015-03-31 13F CMS ENERGY CORP COM COM 125896100 69,000 -2,000 -2.82 2,409 -2.35 0.0829
2015-02-09 2014-12-31 13F CMS ENERGY CORP COM COM 125896100 71,000 0 0.00 2,467 17.14 0.0856
2014-11-06 2014-09-30 13F CMS ENERGY CORP COM COM 125896100 71,000 -1,000 -1.39 2,106 -6.11 0.0759
2014-08-07 2014-06-30 13F CMS ENERGY CORP COM COM 125896100 72,000 3,000 4.35 2,243 11.04 0.0723
2014-05-08 2014-03-31 13F CMS ENERGY CORP COM COM 125896100 69,000 69,000 2,020 0.0699
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.