CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionTd Asset Management Inc
Latest Disclosed Ownership809,961 shares
Latest Disclosed Value $ 62,836,774
Td Asset Management Inc reports 5.89% decrease in ownership of CMS / CMS Energy Corporation

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 809,961 shares of CMS Energy Corporation (US:CMS) valued at $62,836,774 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 860,663 shares of CMS Energy Corporation. This represents a change in shares of -5.89% during the quarter. The current value of the position is $56,875,461 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)
2026-05-11 2026-03-31 13F CMS ENERGY COM 125896100 809,961 -50,702 -5.89 62,837 4.40 0.0273
2026-02-10 2025-12-31 13F CMS ENERGY COM 125896100 860,663 10,550 1.24 60,186 -3.36 0.0484
2025-11-10 2025-09-30 13F CMS ENERGY COM 125896100 850,113 -55,996 -6.18 62,279 -0.79 0.0506
2025-07-28 2025-06-30 13F CMS ENERGY COM 125896100 906,109 38,342 4.42 62,775 -3.69 0.0536
2025-05-07 2025-03-31 13F CMS ENERGY COM 125896100 867,767 298,681 52.48 65,178 71.84 0.0600
2025-02-11 2024-12-31 13F CMS ENERGY COM 125896100 569,086 -8,534 -1.48 37,930 -6.76 0.0336
2024-11-01 2024-09-30 13F CMS ENERGY COM 125896100 577,620 -6,467 -1.11 40,682 17.00 0.0359
2024-08-02 2024-06-30 13F CMS ENERGY COM 125896100 584,087 2,679 0.46 34,771 -0.89 0.0324
2024-05-08 2024-03-31 13F CMS ENERGY COM 125896100 581,408 -36,978 -5.98 35,082 -2.30 0.0326
2024-02-12 2023-12-31 13F CMS ENERGY COM 125896100 618,386 -19,787 -3.10 35,910 5.95 0.0353
2023-10-27 2023-09-30 13F CMS ENERGY COM 125896100 638,173 -121,400 -15.98 33,893 -24.05 0.0411
2023-08-09 2023-06-30 13F CMS ENERGY COM 125896100 759,573 -40,659 -5.08 44,625 -9.15 0.0508
2023-05-10 2023-03-31 13F CMS ENERGY COM 125896100 800,232 -43,345 -5.14 49,118 -8.06 0.0593
2023-02-07 2022-12-31 13F CMS ENERGY COM 125896100 843,577 -41,845 -4.73 53,424 1.02 0.0659
2022-11-07 2022-09-30 13F CMS ENERGY COM 125896100 885,422 -26,695 -2.93 52,886 -14.10 0.0662
2022-08-04 2022-06-30 13F CMS ENERGY COM 125896100 912,117 -28,515 -3.03 61,568 -6.41 0.0713
2022-05-10 2022-03-31 13F CMS ENERGY COM 125896100 940,632 -47,196 -4.78 65,788 2.38 0.0389
2022-02-10 2021-12-31 13F CMS ENERGY COM 125896100 987,828 -92,222 -8.54 64,258 -0.39 0.0538
2021-11-09 2021-09-30 13F CMS ENERGY COM 125896100 1,080,050 -8,048 -0.74 64,511 -4.05 0.0670
2021-08-11 2021-06-30 13F CMS ENERGY COM 125896100 1,088,098 40,540 3.87 67,234 4.84 0.0683
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 1,047,558 281,171 36.69 64,132 37.16 0.0717
2021-02-16 2020-12-31 13F CMS ENERGY COM 125896100 766,387 219,367 40.10 46,757 39.19 0.0568
2020-11-10 2020-09-30 13F CMS ENERGY COM 125896100 547,020 46,828 9.36 33,592 14.95 0.0466
2020-08-13 2020-06-30 13F CMS ENERGY COM 125896100 500,192 271,579 118.79 29,222 117.57 0.0416
2020-05-15 2020-03-31 13F CMS ENERGY COM 125896100 228,613 16,575 7.82 13,431 0.80 0.0227
2020-02-11 2019-12-31 13F CMS ENERGY COM 125896100 212,038 1,044 0.49 13,324 -1.25 0.0193
2019-11-07 2019-09-30 13F CMS ENERGY COM 125896100 210,994 5,957 2.91 13,493 13.63 0.0206
2019-08-01 2019-06-30 13F CMS ENERGY COM 125896100 205,037 -2,870 -1.38 11,874 2.83 0.0178
2019-05-08 2019-03-31 13F CMS ENERGY COM 125896100 207,907 10,445 5.29 11,547 17.78 0.0176
2019-02-01 2018-12-31 13F CMS ENERGY COM 125896100 197,462 49,121 33.11 9,804 34.87 0.0171
2018-11-01 2018-09-30 13F CMS ENERGY COM 125896100 148,341 -2,236 -1.48 7,269 2.11 0.0108
2018-07-31 2018-06-30 13F CMS ENERGY COM 125896100 150,577 -287 -0.19 7,119 4.20 0.0108
2018-05-11 2018-03-31 13F CMS ENERGY COM 125896100 150,864 14,065 10.28 6,832 5.58 0.0105
2018-02-02 2017-12-31 13F CMS ENERGY COM 125896100 136,799 -690 -0.50 6,471 1.62 0.0094
2017-11-09 2017-09-30 13F CMS ENERGY COM 125896100 137,489 -4,532 -3.19 6,368 -3.06 0.0095
2017-08-01 2017-06-30 13F CMS ENERGY COM 125896100 142,021 -11,989 -7.78 6,569 -4.67 0.0104
2017-05-05 2017-03-31 13F CMS ENERGY COM 125896100 154,010 -1,790 -1.15 6,891 6.26 0.0110
2017-02-08 2016-12-31 13F CMS ENERGY COM 125896100 155,800 -15,663 -9.13 6,485 -9.97 0.0109
2016-11-02 2016-09-30 13F CMS ENERGY COM 125896100 171,463 8,546 5.25 7,203 -3.60 0.0125
2016-08-04 2016-06-30 13F CMS ENERGY COM 125896100 162,917 9,064 5.89 7,472 14.43 0.0136
2016-05-05 2016-03-31 13F CMS ENERGY COM 125896100 153,853 -3,433 -2.18 6,530 15.07 0.0122
2016-02-04 2015-12-31 13F CMS ENERGY COM 125896100 157,286 -7,300 -4.44 5,675 -2.37 0.0113
2015-11-12 2015-09-30 13F CMS ENERGY COM 125896100 164,586 -4,700 -2.78 5,813 7.85 0.0114
2015-08-11 2015-06-30 13F CMS ENERGY COM 125896100 169,286 -3,176 -1.84 5,390 -10.48 0.0096
2015-04-28 2015-03-31 13F CMS ENERGY COM 125896100 172,462 172,462 0.00 6,021 0.0109
2015-01-30 2014-12-31 13F CMS ENERGY COM 125896100 0 -217,394 -100.00 0 -100.00
2014-11-06 2014-09-30 13F CMS ENERGY COM 125896100 217,394 38,780 21.71 6,448 15.89 0.0111
2014-08-12 2014-06-30 13F CMS ENERGY COM 125896100 178,614 100 0.06 5,564 6.45 0.0095
2014-05-09 2014-03-31 13F CMS ENERGY COM 125896100 178,514 12,700 7.66 5,227 17.75 0.0095
2014-02-07 2013-12-31 13F CMS ENERGY COM 125896100 165,814 16,900 11.35 4,439 13.27 0.0083
2013-11-08 2013-09-30 13F CMS ENERGY COM 125896100 148,914 -3,200 -2.10 3,919 -5.18 0.0078
2013-07-24 2013-06-30 13F CMS ENERGY COM 125896100 152,114 152,114 4,133 0.0089
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.