CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionSigma Planning Corp
Latest Disclosed Ownership34,372 shares
Latest Disclosed Value $ 2,666,555
Sigma Planning Corp reports 2.85% increase in ownership of CMS / CMS Energy Corporation

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 34,372 shares of CMS Energy Corporation (US:CMS) valued at $2,666,580 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 33,421 shares of CMS Energy Corporation. This represents a change in shares of 2.85% during the quarter. The current value of the position is $2,413,602 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)
2026-05-04 2026-03-31 13F CMS ENERGY COM 125896100 34,372 951 2.85 2,667 14.08 0.0741
2026-01-30 2025-12-31 13F CMS ENERGY COM 125896100 33,421 1,585 4.98 2,337 0.21 0.0645
2025-11-10 2025-09-30 13F CMS ENERGY COM 125896100 31,836 221 0.70 2,332 6.48 0.0663
2025-08-05 2025-06-30 13F CMS ENERGY COM 125896100 31,615 -430 -1.34 2,190 -8.98 0.0659
2025-05-02 2025-03-31 13F CMS ENERGY COM 125896100 32,045 142 0.45 2,407 13.17 0.0768
2025-02-03 2024-12-31 13F CMS ENERGY COM 125896100 31,903 -1,830 -5.42 2,126 -10.75 0.0668
2024-11-04 2024-09-30 13F CMS ENERGY COM 125896100 33,733 -7,370 -17.93 2,383 -2.62 0.0730
2024-08-06 2024-06-30 13F CMS ENERGY COM 125896100 41,103 -428 -1.03 2,447 -2.36 0.0775
2024-05-02 2024-03-31 13F CMS ENERGY COM 125896100 41,531 -4,783 -10.33 2,506 -6.84 0.0788
2024-02-01 2023-12-31 13F CMS ENERGY COM 125896100 46,314 -2,717 -5.54 2,689 3.26 0.2104
2023-11-06 2023-09-30 13F CMS ENERGY COM 125896100 49,031 -837 -1.68 2,604 -11.10 0.0976
2023-08-02 2023-06-30 13F CMS ENERGY COM 125896100 49,868 -1,734 -3.36 2,930 -7.51 0.1052
2023-05-08 2023-03-31 13F CMS ENERGY COM 125896100 51,602 -439 -0.84 3,167 -3.88 0.1053
2023-01-24 2022-12-31 13F CMS ENERGY COM 125896100 52,041 1,074 2.11 3,296 11.02 0.1178
2022-11-10 2022-09-30 13F CMS ENERGY COM 125896100 50,967 -4,624 -8.32 2,968 -20.90 0.1131
2022-08-11 2022-06-30 13F CMS ENERGY COM 125896100 55,591 328 0.59 3,752 -2.92 0.1304
2022-04-20 2022-03-31 13F CMS ENERGY COM 125896100 55,263 -2,836 -4.88 3,865 2.28 0.1158
2022-02-02 2021-12-31 13F CMS ENERGY CORP COM Stock 125896100 58,099 -2,422 -4.00 3,779 4.54 0.1053
2021-10-28 2021-09-30 13F CMS ENERGY COM 125896100 60,521 -4,814 -7.37 3,615 -6.35 0.1087
2021-08-13 2021-06-30 13F CMS ENERGY CORP COM Stock 125896100 65,335 900 1.40 3,860 -2.15 0.1150
2021-05-06 2021-03-31 13F CMS ENERGY CORP COM Stock 125896100 64,435 1,114 1.76 3,945 2.12 0.1260
2021-02-09 2020-12-31 13F CMS ENERGY COM 125896100 63,321 -769 -1.20 3,863 -1.85 0.1314
2020-11-03 2020-09-30 13F CMS ENERGY COM 125896100 64,090 -4,796 -6.96 3,936 -2.19 0.1558
2020-07-31 2020-06-30 13F CMS ENERGY COM 125896100 68,886 765 1.12 4,024 0.55 0.1766
2020-05-01 2020-03-31 13F CMS ENERGY COM 125896100 68,121 -840 -1.22 4,002 -7.66 0.2376
2020-02-03 2019-12-31 13F CMS ENERGY COM 125896100 68,961 -451 -0.65 4,334 -2.37 0.1828
2019-11-01 2019-09-30 13F CMS ENERGY COM 125896100 69,412 55,913 414.20 4,439 467.65 0.2130
2019-08-01 2019-06-30 13F CMS ENERGY COM 125896100 13,499 34 0.25 782 4.55 0.0403
2019-05-01 2019-03-31 13F CMS ENERGY COM 125896100 13,465 197 1.48 748 13.51 0.0425
2019-01-31 2018-12-31 13F CMS ENERGY COM 125896100 13,268 1,852 16.22 659 17.89 0.0479
2018-11-07 2018-09-30 13F CMS ENERGY COM 125896100 11,416 553 5.09 559 8.75 0.0329
2018-08-02 2018-06-30 13F CMS ENERGY COM 125896100 10,863 -106 -0.97 514 3.42 0.0344
2018-05-11 2018-03-31 13F CMS ENERGY COM 125896100 10,969 59 0.54 497 -3.68 0.0363
2018-02-07 2017-12-31 13F CMS ENERGY COM 125896100 10,910 -149 -1.35 516 0.78 0.0397
2017-11-06 2017-09-30 13F CMS ENERGY COM 125896100 11,059 -99 -0.89 512 -0.78 0.0422
2017-08-02 2017-06-30 13F CMS ENERGY COM 125896100 11,158 -567 -4.84 516 -1.71 0.0485
2017-04-24 2017-03-31 13F CMS ENERGY COM 125896100 11,725 579 5.19 525 13.15 0.0508
2017-01-23 2016-12-31 13F CMS ENERGY COM 125896100 11,146 -592 -5.04 464 -5.88 0.0507
2016-11-07 2016-09-30 13F CMS ENERGY COM 125896100 11,738 844 7.75 493 -1.40 0.0584
2016-07-22 2016-06-30 13F CMS ENERGY COM 125896100 10,894 -721 -6.21 500 1.42 0.0652
2016-04-18 2016-03-31 13F CMS ENERGY COM 125896100 11,615 121 1.05 493 18.80 0.0674
2016-01-20 2015-12-31 13F CMS ENERGY COM 125896100 11,494 378 3.40 415 5.60 0.0581
2015-11-02 2015-09-30 13F CMS ENERGY COM 125896100 11,116 -758 -6.38 393 3.97 0.0623
2015-07-14 2015-06-30 13F CMS ENERGY COM 125896100 11,874 590 5.23 378 -4.06 0.0522
2015-04-23 2015-03-31 13F CMS ENERGY COM 125896100 11,284 -810 -6.70 394 -6.19 0.0522
2015-02-13 2014-12-31 13F CMS ENERGY COM 125896100 12,094 12,094 420 0.0555
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.