CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionAxa S.a.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Axa S.a. closes position in CMS / CMS Energy Corporation

On November 14, 2025 - Axa S.a. filed a 13F-HR form disclosing ownership of 0 shares of CMS Energy Corporation (US:CMS) valued at $0 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 25,300 shares of CMS Energy Corporation. This represents a change in shares of -100.00% during the quarter. The current value of the position is $0 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)
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 0 -25,300 -100.00 0 -100.00
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 25,300 25,300 1,753 0.0050
2024-05-15 2024-03-31 13F CMS ENERGY COM 125896100 0 -3,633 -100.00 0 -100.00
2024-07-16 2023-12-31 13F/A-1 CMS ENERGY COM 125896100 3,633 3,633 211 0.0007
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 3,633 3,633 211 0.0004
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 0 -16,306 -100.00 0 -100.00
2023-05-15 2023-03-31 13F CMS ENERGY COM 125896100 16,306 2 0.01 1,001 -3.10 0.0034
2023-02-14 2022-12-31 13F CMS ENERGY COM 125896100 16,304 -14,223 -46.59 1,033 -41.92 0.0037
2023-02-14 2022-09-30 13F/A-1 CMS Energy COM 125896100 30,527 14,132 86.20 1,778 60.67 0.0070
2022-11-14 2022-09-30 13F CMS Energy COM 125896100 30,527 14,132 1,779 0.0070
2023-02-14 2022-06-30 13F/A-1 CMS Energy COM 125896100 16,395 295 1.83 1,107 -1.78 0.0041
2022-08-15 2022-06-30 13F CMS Energy COM 125896100 16,395 295 1,107 0.0041
2023-02-14 2022-03-31 13F/A-1 CMS Energy COM 125896100 16,100 0 0.00 1,126 7.55 0.0032
2022-05-13 2022-03-31 13F CMS Energy COM 125896100 16,100 0 1,126 0.0032
2022-02-14 2021-12-31 13F CMS Energy COM 125896100 16,100 0 0.00 1,047 8.84 0.0027
2021-11-15 2021-09-30 13F CMS Energy COM 125896100 16,100 0 0.00 962 1.16 0.0027
2021-08-13 2021-06-30 13F/A-1 CMS Energy COM 125896100 16,100 0 0.00 951 -3.55 0.0027
2021-08-13 2021-06-30 13F CMS Energy COM 125896100 16,100 0 951 0.0016
2021-05-14 2021-03-31 13F CMS Energy COM 125896100 16,100 -14,300 -47.04 986 -46.85 0.0030
2021-02-12 2020-12-31 13F CMS Energy COM 125896100 30,400 11,010 56.78 1,855 55.75 0.0058
2021-02-11 2020-09-30 13F/A-1 CMS Energy COM 125896100 19,390 -300 -1.52 1,191 3.57 0.0043
2020-11-13 2020-09-30 13F CMS Energy COM 125896100 19,390 -300 1,191 2,377.4250
2021-02-12 2020-06-30 13F/A-1 CMS ENERGY COM 125896100 19,690 8,429 74.85 1,150 73.98 0.0045
2020-08-14 2020-06-30 13F CMS ENERGY COM 125896100 19,690 8,429 1,150 4,535.1928
2021-02-12 2020-03-31 13F/A-2 CMS ENERGY COM 125896100 11,261 -299,634 -96.38 661 -96.62 0.0033
2020-06-15 2020-03-31 13F/A-1 CMS ENERGY COM 125896100 11,261 0 661 0.0033
2020-05-15 2020-03-31 13F CMS ENERGY COM 125896100 11,261 -299,634 661 1,838.2524
2021-02-12 2019-12-31 13F/A-1 CMS ENERGY COM 125896100 310,895 8,411 2.78 19,537 1.00 0.0794
2020-02-18 2019-12-31 13F CMS ENERGY COM 125896100 310,895 8,411 19,537 79,547.9841
2021-02-12 2019-09-30 13F/A-1 CMS ENERGY COM 125896100 302,484 -22,032 -6.79 19,344 2.93 0.0770
2019-11-14 2019-09-30 13F CMS ENERGY COM 125896100 302,484 -22,032 19,344 77,087.0715
2021-02-12 2019-06-30 13F/A-1 CMS ENERGY COM 125896100 324,516 30,225 10.27 18,793 14.98 0.0734
2019-08-13 2019-06-30 13F CMS ENERGY COM 125896100 324,516 30,225 18,793 73,698.2415
2019-05-14 2019-03-31 13F CMS ENERGY COM 125896100 294,291 21,893 8.04 16,345 20.86 0.0639
2019-02-13 2018-12-31 13F CMS ENERGY COM 125896100 272,398 39,800 17.11 13,524 18.65 0.0589
2018-11-08 2018-09-30 13F CMS ENERGY COM 125896100 232,598 85,900 58.56 11,398 64.33 0.0418
2018-08-13 2018-06-30 13F CMS ENERGY COM 125896100 146,698 -170 -0.12 6,936 4.27 0.0266
2018-05-14 2018-03-31 13F CMS ENERGY COM 125896100 146,868 -18,800 -11.35 6,652 -15.11 0.0265
2018-02-13 2017-12-31 13F CMS ENERGY COM 125896100 165,668 0 0.00 7,836 2.11 0.0308
2017-12-01 2017-09-30 13F/A-1 CMS ENERGY COM 125896100 165,668 135 0.08 7,674 0.24 0.0331
2017-11-13 2017-09-30 13F CMS ENERGY COM 125896100 165,668 135 7,674
2017-08-10 2017-06-30 13F CMS ENERGY COM 125896100 165,533 -12,600 -7.07 7,656 -3.94 0.0348
2017-05-11 2017-03-31 13F CMS ENERGY COM 125896100 178,133 -215,062 -54.70 7,970 -51.30 0.0360
2017-02-13 2016-12-31 13F CMS ENERGY COM 125896100 393,195 186,495 90.22 16,365 88.45 0.0768
2016-11-10 2016-09-30 13F CMS ENERGY COM 125896100 206,700 -6,100 -2.87 8,684 -11.02 0.0381
2016-08-11 2016-06-30 13F CMS ENERGY COM 125896100 212,800 -11,700 -5.21 9,759 2.42 0.0435
2016-05-13 2016-03-31 13F CMS ENERGY COM 125896100 224,500 17,800 8.61 9,528 27.76 0.0427
2016-02-12 2015-12-31 13F CMS ENERGY COM 125896100 206,700 -5,477 -2.58 7,458 -0.48 0.0326
2015-11-13 2015-09-30 13F CMS ENERGY COM 125896100 212,177 16,600 8.49 7,494 20.35 0.0307
2015-08-13 2015-06-30 13F CMS ENERGY COM 125896100 195,577 43,493 28.60 6,227 17.29 0.0249
2015-05-13 2015-03-31 13F CMS ENERGY COM 125896100 152,084 -79,584 -34.35 5,309 -34.05 0.0219
2015-02-13 2014-12-31 13F CMS ENERGY COM 125896100 231,668 12,392 5.65 8,050 23.79 0.0323
2014-11-13 2014-09-30 13F CMS ENERGY COM 125896100 219,276 -535,700 -70.96 6,503 -72.35 0.0278
2014-08-13 2014-06-30 13F CMS ENERGY COM 125896100 754,976 629,314 500.80 23,517 539.22 0.0978
2014-05-13 2014-03-31 13F CMS ENERGY COM 125896100 125,662 -12,068 -8.76 3,679 -0.22 0.0160
2014-02-13 2013-12-31 13F CMS ENERGY COM 125896100 137,730 -29,600 -17.69 3,687 -16.28 0.0165
2013-11-13 2013-09-30 13F CMS ENERGY COM 125896100 167,330 40,257 31.68 4,404 27.54 0.0217
2013-08-12 2013-06-30 13F CMS ENERGY COM 125896100 127,073 127,073 3,453 0.0183
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.