CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionCENTRAL TRUST Co
Latest Disclosed Ownership43 shares
Latest Disclosed Value $ 3,336
CENTRAL TRUST Co reports 2.27% decrease in ownership of CMS / CMS Energy Corporation

On April 17, 2026 - CENTRAL TRUST Co filed a 13F-HR form disclosing ownership of 43 shares of CMS Energy Corporation (US:CMS) valued at $3,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 44 shares of CMS Energy Corporation. This represents a change in shares of -2.27% during the quarter. The current value of the position is $3,019 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)
2026-04-17 2026-03-31 13F CMS ENERGY COM 125896100 43 -1 -2.27 3 0.00 0.0001
2026-02-02 2025-12-31 13F CMS ENERGY COM 125896100 44 1 2.33 3 0.00 0.0001
2025-11-06 2025-09-30 13F CMS ENERGY COM 125896100 43 0 0.00 3 50.00 0.0001
2025-08-07 2025-06-30 13F CMS ENERGY COM 125896100 43 0 0.00 3 -33.33 0.0001
2025-04-18 2025-03-31 13F CMS ENERGY COM 125896100 43 0 0.00 3 50.00 0.0001
2025-01-24 2024-12-31 13F CMS ENERGY COM 125896100 43 0 0.00 3 -33.33 0.0001
2024-10-22 2024-09-30 13F CMS ENERGY COM 125896100 43 0 0.00 3 50.00 0.0001
2024-08-05 2024-06-30 13F CMS ENERGY COM 125896100 43 -38 -46.91 3 -50.00 0.0001
2024-04-24 2024-03-31 13F CMS ENERGY COM 125896100 81 38 88.37 5 100.00 0.0001
2024-01-24 2023-12-31 13F CMS ENERGY COM 125896100 43 0 0.00 2 0.00 0.0001
2023-10-26 2023-09-30 13F CMS ENERGY COM 125896100 43 0 0.00 2 0.00 0.0001
2023-07-26 2023-06-30 13F CMS ENERGY COM 125896100 43 0 0.00 3 0.00 0.0001
2023-04-19 2023-03-31 13F CMS ENERGY COM 125896100 43 -3,800 -98.88 3 -99.18 0.0001
2023-01-26 2022-12-31 13F CMS ENERGY COM 125896100 3,843 0 0.00 243 8.48 0.0075
2022-11-17 2022-09-30 13F/A-2 CMS ENERGY COM 125896100 3,843 0 0.00 224 -13.51 0.0077
2022-11-04 2022-09-30 13F/A-1 CMS ENERGY COM 125896100 3,843 0 259 0.0046
2022-11-03 2022-09-30 13F CMS ENERGY COM 125896100 3,843 0 259 0.0046
2022-08-09 2022-06-30 13F CMS ENERGY COM 125896100 3,843 0 0.00 259 -3.72 0.0085
2022-05-03 2022-03-31 13F CMS ENERGY COMMON STOCK 125896100 3,843 -200 -4.95 269 2.28 0.0077
2022-02-08 2021-12-31 13F CMS ENERGY COMMON STOCK 125896100 4,043 0 0.00 263 9.13 0.0074
2021-10-19 2021-09-30 13F CMS ENERGY COMMON STOCK 125896100 4,043 0 0.00 241 0.84 0.0086
2021-07-23 2021-06-30 13F CMS ENERGY COMMON STOCK 125896100 4,043 0 0.00 239 -3.63 0.0087
2021-04-23 2021-03-31 13F CMS ENERGY COMMON STOCK 125896100 4,043 3,800 1,563.79 248 1,553.33 0.0097
2021-01-29 2020-12-31 13F CMS ENERGY COMMON STOCK 125896100 243 0 0.00 15 0.00 0.0006
2020-10-22 2020-09-30 13F CMS ENERGY COMMON STOCK 125896100 243 -19 -7.25 15 0.00 0.0007
2020-07-14 2020-06-30 13F CMS ENERGY COMMON STOCK 125896100 262 0 0.00 15 0.00 0.0008
2020-04-17 2020-03-31 13F CMS ENERGY COMMON STOCK 125896100 262 0 0.00 15 -6.25 0.0009
2020-01-21 2019-12-31 13F CMS ENERGY COMMON STOCK 125896100 262 0 0.00 16 -5.88 0.0008
2019-10-28 2019-09-30 13F CMS ENERGY COMMON STOCK 125896100 262 0 0.00 17 13.33 0.0010
2019-07-12 2019-06-30 13F CMS ENERGY COMMON STOCK 125896100 262 43 19.63 15 25.00 0.0009
2019-04-26 2019-03-31 13F CMS ENERGY COMMON STOCK 125896100 219 0 0.00 12 9.09 0.0007
2019-01-08 2018-12-31 13F CMS ENERGY COMMON STOCK 125896100 219 -106 -32.62 11 -31.25 0.0007
2018-10-04 2018-09-30 13F CMS ENERGY COMMON STOCK 125896100 325 6 1.88 16 6.67 0.0009
2018-07-09 2018-06-30 13F CMS ENERGY COMMON STOCK 125896100 319 -300 -48.47 15 -44.44 0.0010
2018-04-04 2018-03-31 13F CMS ENERGY COMMON STOCK 125896100 619 -500 -44.68 27 -48.08 0.0017
2018-01-23 2017-12-31 13F CMS ENERGY COMMON STOCK 125896100 1,119 0 0.00 52 1.96 0.0032
2017-10-17 2017-09-30 13F CMS ENERGY COMMON STOCK 125896100 1,119 -285 -20.30 51 -20.31 0.0033
2017-07-14 2017-06-30 13F CMS ENERGY COMMON STOCK 125896100 1,404 19 1.37 64 3.23 0.0042
2017-04-06 2017-03-31 13F CMS ENERGY COMMON STOCK 125896100 1,385 -1,017 -42.34 62 -38.00 0.0041
2017-01-24 2016-12-31 13F CMS ENERGY COMMON STOCK 125896100 2,402 -4,356 -64.46 100 -64.79 0.0069
2016-10-24 2016-09-30 13F CMS ENERGY COMMON STOCK 125896100 6,758 -705 -9.45 284 -16.96 0.0207
2016-08-08 2016-06-30 13F CMS ENERGY COMMON STOCK 125896100 7,463 -364 -4.65 342 3.01 0.0256
2016-04-11 2016-03-31 13F CMS ENERGY COMMON STOCK 125896100 7,827 49 0.63 332 18.15 0.0262
2016-01-21 2015-12-31 13F CMS ENERGY COMMON STOCK 125896100 7,778 1,510 24.09 281 27.15 0.0232
2015-10-14 2015-09-30 13F CMS ENERGY COMMON STOCK 125896100 6,268 404 6.89 221 18.18 0.0192
2015-07-28 2015-06-30 13F CMS ENERGY COMMON STOCK 125896100 5,864 247 4.40 187 -4.59 0.0147
2015-04-09 2015-03-31 13F CMS ENERGY COMMON STOCK 125896100 5,617 394 7.54 196 7.69 0.0158
2015-01-16 2014-12-31 13F CMS ENERGY COMMON STOCK 125896100 5,223 -630 -10.76 182 4.60 0.0148
2014-10-23 2014-09-30 13F CMS ENERGY COMMON STOCK 125896100 5,853 -127 -2.12 174 -6.45 0.0138
2014-07-09 2014-06-30 13F CMS ENERGY COMMON STOCK 125896100 5,980 -324 -5.14 186 0.54 0.0882
2014-05-07 2014-03-31 13F CMS ENERGY COMMON STOCK 125896100 6,304 347 5.83 185 16.35 0.0153
2014-01-27 2013-12-31 13F CMS ENERGY COMMON STOCK 125896100 5,957 1,236 26.18 159 28.23 0.0133
2013-10-24 2013-09-30 13F CMS ENERGY COMMON STOCK 125896100 4,721 565 13.59 124 9.73 0.0112
2013-08-13 2013-06-30 13F CMS ENERGY COMMON STOCK 125896100 4,156 4,156 113 0.0107
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.