CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership585,345 shares
Latest Disclosed Value $ 45,411,205
Rockefeller Capital Management L.P. reports 5.27% increase in ownership of CMS / CMS Energy Corporation

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 585,345 shares of CMS Energy Corporation (US:CMS) valued at $45,411,065 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 556,029 shares of CMS Energy Corporation. This represents a change in shares of 5.27% during the quarter. The current value of the position is $41,102,926 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)
2026-05-14 2026-03-31 13F CMS ENERGY COM 125896100 585,345 29,316 5.27 45,411 16.79 0.0805
2026-03-16 2025-12-31 13F/A-1 CMS ENERGY COM 125896100 556,029 -199,686 -26.42 38,883 -29.77 0.0700
2026-02-14 2025-12-31 13F CMS ENERGY COM 125896100 556,033 -199,682 38,883 0.0700
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 755,715 -46,694 -5.82 55,364 -0.41 0.1083
2025-08-14 2025-06-30 13F/A-1 CMS ENERGY COM 125896100 802,409 261,323 48.30 55,591 36.79 0.1219
2025-08-08 2025-06-30 13F CMS ENERGY COM 125896100 153,865 -387,221 10,660 0.0134
2025-05-14 2025-03-31 13F CMS ENERGY COM 125896100 541,086 220,469 68.76 40,641 90.20 0.1003
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 320,617 -245,408 -43.36 21,369 -46.55 0.0553
2024-11-14 2024-09-30 13F CMS ENERGY COM 125896100 566,025 479,336 552.94 39,978 674.75 0.1076
2024-08-12 2024-06-30 13F CMS ENERGY COM 125896100 86,689 9,241 11.93 5,161 10.42 0.0147
2024-05-14 2024-03-31 13F CMS ENERGY COM 125896100 77,448 77,448 4,673 0.0136
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 0 -10,960 -100.00 0 -100.00
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 10,960 5,458 99.20 582 80.19 0.0022
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 5,502 336 6.50 323 0.0013
2023-05-16 2023-03-31 13F CMS ENERGY COM 125896100 5,166 714 16.04 0 -100.00 0.0014
2023-03-06 2022-12-31 13F CMS ENERGY COM 125896100 4,452 2,717 156.60 281 178.22 0.0014
2022-11-02 2022-09-30 13F CMS ENERGY COM 125896100 1,735 1,090 168.99 101 134.88 0.0005
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 645 -2 -0.31 43 -4.44 0.0002
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 647 151 30.44 45 40.63 0.0002
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 496 1 0.20 32 10.34 0.0001
2021-11-12 2021-09-30 13F CMS ENERGY COM 125896100 495 -207 -29.49 29 -27.50 0.0002
2021-08-10 2021-06-30 13F CMS ENERGY COM 125896100 702 184 35.52 40 29.03 0.0002
2021-05-11 2021-03-31 13F CMS ENERGY COM 125896100 518 -63 -10.84 31 -11.43 0.0002
2021-02-12 2020-12-31 13F CMS ENERGY COM 125896100 581 50 9.42 35 9.38 0.0003
2020-11-13 2020-09-30 13F CMS ENERGY COM 125896100 531 -289 -35.24 32 -33.33 0.0003
2020-08-12 2020-06-30 13F CMS ENERGY COM 125896100 820 421 105.51 48 108.70 0.0005
2020-05-12 2020-03-31 13F CMS ENERGY COM 125896100 399 -68 -14.56 23 -20.69 0.0003
2020-02-07 2019-12-31 13F CMS ENERGY COM 125896100 467 217 86.80 29 81.25 0.0004
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 250 56 28.87 16 45.45 0.0002
2019-08-09 2019-06-30 13F CMS ENERGY COM 125896100 194 -841 -81.26 11 -80.70 0.0002
2019-05-10 2019-03-31 13F CMS ENERGY COM 125896100 1,035 741 252.04 57 280.00 0.0008
2019-02-12 2018-12-31 13F CMS ENERGY COM 125896100 294 0 0.00 15 7.14 0.0003
2018-11-02 2018-09-30 13F CMS Energy Common 125896100 294 0 0.00 14 0.00 0.0002
2018-07-31 2018-06-30 13F CMS Energy Common 125896100 294 294 14 0.0002
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.