CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionVersant Capital Management, Inc
Latest Disclosed Ownership2,244 shares
Latest Disclosed Value $ 174,090
Versant Capital Management, Inc reports 17.36% increase in ownership of CMS / CMS Energy Corporation

On April 6, 2026 - Versant Capital Management, Inc filed a 13F-HR form disclosing ownership of 2,244 shares of CMS Energy Corporation (US:CMS) valued at $174,090 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,912 shares of CMS Energy Corporation. This represents a change in shares of 17.36% during the quarter. The current value of the position is $157,574 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-06 2026-03-31 13F CMS ENERGY CORP COM Stock 125896100 2,244 332 17.36 174 30.83 0.0172
2026-01-08 2025-12-31 13F CMS ENERGY CORP COM Stock 125896100 1,912 29 1.54 134 -2.92 0.0168
2025-10-27 2025-09-30 13F CMS ENERGY CORP COM Stock 125896100 1,883 5 0.27 138 5.38 0.0188
2025-07-07 2025-06-30 13F CMS ENERGY CORP COM Stock 125896100 1,878 0 0.00 130 -7.80 0.0198
2025-04-03 2025-03-31 13F CMS ENERGY CORP COM Stock 125896100 1,878 1,665 781.69 141 907.14 0.0237
2025-01-03 2024-12-31 13F CMS ENERGY CORP COM Stock 125896100 213 0 0.00 14 -6.67 0.0031
2024-10-07 2024-09-30 13F CMS ENERGY CORP COM Stock 125896100 213 4 1.91 15 25.00 0.0034
2024-07-08 2024-06-30 13F CMS ENERGY CORP COM Stock 125896100 209 38 22.22 12 20.00 0.0031
2024-04-03 2024-03-31 13F CMS ENERGY CORP COM Stock 125896100 171 0 0.00 10 11.11 0.0029
2024-01-08 2023-12-31 13F CMS ENERGY CORP COM Stock 125896100 171 -38 -18.18 10 -18.18 0.0030
2023-10-12 2023-09-30 13F CMS ENERGY CORP COM Stock 125896100 209 -8 -3.69 11 -8.33 0.0035
2023-07-10 2023-06-30 13F CMS ENERGY CORP COM Stock 125896100 217 6 2.84 13 0.00 0.0041
2023-04-10 2023-03-31 13F CMS ENERGY CORP COM Stock 125896100 211 0 0.00 13 -7.69 0.0044
2023-01-25 2022-12-31 13F CMS ENERGY CORP COM Stock 125896100 211 0 0.00 13 8.33 0.0048
2022-12-30 2022-09-30 13F CMS ENERGY CORP COM Stock 125896100 211 0 0.00 12 -14.29 0.0047
2022-08-02 2022-06-30 13F CMS ENERGY CORP COM Stock 125896100 211 0 0.00 14 -6.67 0.0051
2022-04-29 2022-03-31 13F CMS ENERGY CORP COM Stock 125896100 211 0 0.00 15 7.14 0.0048
2022-01-06 2021-12-31 13F CMS ENERGY CORP COM Stock 125896100 211 0 0.00 14 7.69 0.0046
2021-10-29 2021-09-30 13F CMS ENERGY CORP COM Stock 125896100 211 -8 -3.65 13 0.00 0.0046
2021-07-22 2021-06-30 13F CMS ENERGY CORP COM Stock 125896100 219 -86 -28.20 13 -31.58 0.0048
2021-04-27 2021-03-31 13F CMS ENERGY CORP COM Stock 125896100 305 0 0.00 19 5.56 0.0069
2021-02-08 2020-12-31 13F CMS ENERGY CORP COM Stock 125896100 305 0 0.00 18 0.00 0.0071
2020-11-02 2020-09-30 13F CMS ENERGY CORP COM Stock 125896100 305 0 0.00 18 5.88 0.0080
2020-07-16 2020-06-30 13F CMS ENERGY CORP COM Stock 125896100 305 0 0.00 17 0.00 0.0078
2020-04-17 2020-03-31 13F CMS ENERGY CORP COM Stock 125896100 305 0 0.00 17 -10.53 0.0090
2020-01-28 2019-12-31 13F CMS ENERGY CORP COM Stock 125896100 305 -49 -13.84 19 -13.64 0.0096
2019-10-18 2019-09-30 13F CMS ENERGY CORP COM Stock 125896100 354 -48 -11.94 22 -4.35 0.0103
2019-07-16 2019-06-30 13F CMS ENERGY CORP COM Stock 125896100 402 -166 -29.23 23 -25.81 0.0105
2019-04-23 2019-03-31 13F/A-1 CMS ENERGY CORP COM Stock 125896100 568 0 0.00 31 10.71 0.0132
2019-04-23 2019-03-31 13F CMS ENERGY CORP COM Stock 125896100 31 31
2019-01-28 2018-12-31 13F CMS ENERGY CORP COM Stock 125896100 568 0 0.00 28 3.70 0.0129
2018-10-12 2018-09-30 13F CMS ENERGY CORP COM Stock 125896100 568 -37 -6.12 27 -3.57 0.0110
2018-07-06 2018-06-30 13F CMS ENERGY CORP COM Stock 125896100 605 -33 -5.17 28 0.00 0.0118
2018-04-19 2018-03-31 13F CMS ENERGY CORP COM Stock 125896100 638 -27 -4.06 28 -9.68 0.0116
2018-04-18 2017-12-31 13F CMS ENERGY CORP COM Stock 125896100 665 0 0.00 31 3.33 0.0125
2018-04-23 2017-09-30 13F CMS ENERGY CORP COM Stock 125896100 665 -11 -1.63 30 -3.23 0.0164
2018-04-23 2017-06-30 13F CMS ENERGY CORP COM Stock 125896100 676 -16 -2.31 31 3.33 0.0171
2018-04-23 2017-03-31 13F CMS ENERGY CORP COM Stock 125896100 692 0 0.00 30 7.14 0.0166
2018-04-23 2016-12-31 13F CMS ENERGY CORP COM Stock 125896100 692 175 33.85 28 33.33 0.0160
2018-04-23 2016-09-30 13F CMS ENERGY CORP COM Stock 125896100 517 -8 -1.52 21 -12.50 0.0120
2018-04-23 2016-06-30 13F CMS ENERGY CORP COM Stock 125896100 525 0 0.00 24 9.09 0.0142
2018-04-23 2016-03-31 13F CMS ENERGY CORP COM Stock 125896100 525 0 0.00 22 22.22 0.0133
2018-04-23 2015-12-31 13F CMS ENERGY CORP COM Stock 125896100 525 525 18 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.