CMS Energy Corporation
MX ˙ BMV ˙ US1258961002
SecurityMX:CMS1 / CMS Energy Corporation
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership192,795 shares
Latest Disclosed Value $ 14,957,036
Wealthfront Advisers Llc reports 11.19% increase in ownership of CMS1 / CMS Energy Corporation

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 192,795 shares of CMS Energy Corporation (MX:CMS1) valued at $14,957,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 173,398 shares of CMS Energy Corporation. This represents a change in shares of 11.19% during the quarter.

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)
2026-05-05 2026-03-31 13F CMS ENERGY COM 125896100 192,795 19,397 11.19 14,957 23.36 0.0328
2026-01-30 2025-12-31 13F CMS ENERGY COM 125896100 173,398 5,187 3.08 12,126 -1.61 0.0271
2025-11-06 2025-09-30 13F CMS ENERGY COM 125896100 168,211 -3,415 -1.99 12,323 3.64 0.0289
2025-07-31 2025-06-30 13F CMS ENERGY COM 125896100 171,626 -404 -0.23 11,890 -7.98 0.0306
2025-05-02 2025-03-31 13F CMS ENERGY COM 125896100 172,030 21,011 13.91 12,921 28.38 0.0347
2025-04-01 2024-12-31 13F/A-1 CMS ENERGY COM 125896100 151,019 72,754 92.96 10,065 82.11 0.0294
2025-02-07 2024-12-31 13F CMS ENERGY COM 125896100 1,789 -76,476 450 0.0014
2024-11-12 2024-09-30 13F CMS ENERGY COM 125896100 78,265 6,048 8.37 5,528 28.56 0.0170
2024-08-14 2024-06-30 13F CMS ENERGY COM 125896100 72,217 36,942 104.73 4,299 102.02 0.0145
2024-04-19 2024-03-31 13F CMS ENERGY COM 125896100 35,275 -143 -0.40 2,128 3.50 0.0074
2024-02-09 2023-12-31 13F CMS ENERGY COM 125896100 35,418 4,874 15.96 2,057 26.76 0.0079
2023-11-01 2023-09-30 13F CMS ENERGY COM 125896100 30,544 -8,941 -22.64 1,622 -30.06 0.0070
2023-08-07 2023-06-30 13F CMS ENERGY COM 125896100 39,485 -15,118 -27.69 2,320 -30.80 0.0098
2023-04-28 2023-03-31 13F CMS ENERGY COM 125896100 54,603 -8,765 -13.83 3,352 -16.50 0.0152
2023-02-10 2022-12-31 13F CMS ENERGY COM 125896100 63,368 -3,508 -5.25 4,013 3.03 0.0194
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 66,876 -6,944 -9.41 3,895 -21.83 0.0207
2022-07-20 2022-06-30 13F CMS ENERGY COM 125896100 73,820 -5,902 -7.40 4,983 -10.62 0.0250
2022-05-16 2022-03-31 13F CMS ENERGY COM 125896100 79,722 5,465 7.36 5,575 15.40 0.0244
2022-01-21 2021-12-31 13F CMS ENERGY COM 125896100 74,257 7,922 11.94 4,831 21.93 0.0204
2021-11-15 2021-09-30 13F CMS ENERGY COM 125896100 66,335 15,671 30.93 3,962 32.38 0.0184
2021-08-16 2021-06-30 13F CMS ENERGY COM 125896100 50,664 17,190 51.35 2,993 46.07 0.0142
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 33,474 15 0.04 2,049 0.39 0.0110
2021-02-16 2020-12-31 13F CMS ENERGY COM 125896100 33,459 -634 -1.86 2,041 -2.53 0.0123
2020-11-16 2020-09-30 13F CMS ENERGY COM 125896100 34,093 -365 -1.06 2,094 4.02 0.0150
2020-08-14 2020-06-30 13F CMS ENERGY COM 125896100 34,458 -12,683 -26.90 2,013 -27.33 0.0156
2020-05-15 2020-03-31 13F CMS ENERGY COM 125896100 47,141 2,311 5.16 2,770 -1.67 0.0252
2020-01-21 2019-12-31 13F CMS ENERGY COM 125896100 44,830 -272 -0.60 2,817 -2.32 0.0209
2019-10-15 2019-09-30 13F CMS ENERGY COM 125896100 45,102 704 1.59 2,884 12.17 0.0242
2019-08-13 2019-06-30 13F CMS ENERGY COM 125896100 44,398 -4,645 -9.47 2,571 -5.62 0.0223
2019-05-13 2019-03-31 13F CMS ENERGY COM 125896100 49,043 8,995 22.46 2,724 37.02 0.0253
2019-02-14 2018-12-31 13F CMS ENERGY COM 125896100 40,048 40,048 1,988 0.0211
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.