CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionCommerce Bank
Latest Disclosed Ownership9,006 shares
Latest Disclosed Value $ 698,685
Commerce Bank reports 1.20% increase in ownership of CMS / CMS Energy Corporation

On May 11, 2026 - Commerce Bank filed a 13F-HR form disclosing ownership of 9,006 shares of CMS Energy Corporation (US:CMS) valued at $698,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,899 shares of CMS Energy Corporation. This represents a change in shares of 1.20% during the quarter. The current value of the position is $632,401 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 9,006 107 1.20 699 12.22 0.0014
2026-02-13 2025-12-31 13F CMS ENERGY COM 125896100 8,899 -84 -0.94 622 -5.47 0.0034
2025-11-12 2025-09-30 13F CMS ENERGY COM 125896100 8,983 19 0.21 658 5.96 0.0037
2025-08-07 2025-06-30 13F CMS ENERGY COM 125896100 8,964 -219 -2.38 621 -9.87 0.0037
2025-05-08 2025-03-31 13F CMS ENERGY COM 125896100 9,183 32 0.35 690 13.14 0.0044
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 9,151 -162 -1.74 610 -7.31 0.0038
2024-11-08 2024-09-30 13F CMS ENERGY COM 125896100 9,313 -109 -1.16 658 17.32 0.0040
2024-08-12 2024-06-30 13F CMS ENERGY COM 125896100 9,422 199 2.16 561 0.72 0.0036
2024-05-03 2024-03-31 13F CMS ENERGY COM 125896100 9,223 -130 -1.39 557 2.39 0.0037
2024-02-09 2023-12-31 13F CMS ENERGY COM 125896100 9,353 -564 -5.69 543 3.23 0.0039
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 9,917 91 0.93 527 -8.84 0.0041
2023-08-08 2023-06-30 13F CMS ENERGY COM 125896100 9,826 358 3.78 577 -0.69 0.0043
2023-05-04 2023-03-31 13F CMS ENERGY COM 125896100 9,468 752 8.63 581 5.44 0.0046
2023-02-10 2022-12-31 13F CMS ENERGY COM 125896100 8,716 -1,987 -18.56 552 -11.56 0.0045
2022-11-04 2022-09-30 13F CMS ENERGY COM 125896100 10,703 1,697 18.84 623 2.47 0.0054
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 9,006 2,875 46.89 608 41.72 0.0050
2022-05-09 2022-03-31 13F CMS ENERGY COM 125896100 6,131 -1,178 -16.12 429 -9.87 0.0029
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 7,309 783 12.00 476 22.05 0.0031
2021-11-09 2021-09-30 13F CMS ENERGY COM 125896100 6,526 -882 -11.91 390 -10.76 0.0028
2021-08-09 2021-06-30 13F CMS ENERGY COM 125896100 7,408 -42 -0.56 437 -4.17 0.0031
2021-05-05 2021-03-31 13F CMS ENERGY COM 125896100 7,450 2,693 56.61 456 57.24 0.0035
2021-02-09 2020-12-31 13F CMS ENERGY COM 125896100 4,757 -1,089 -18.63 290 -19.22 0.0023
2020-11-06 2020-09-30 13F CMS ENERGY COM 125896100 5,846 1,215 26.24 359 32.96 0.0032
2020-08-07 2020-06-30 13F CMS ENERGY COM 125896100 4,631 -3,320 -41.76 270 -42.18 0.0026
2020-05-08 2020-03-31 13F CMS ENERGY COM 125896100 7,951 2,378 42.67 467 33.43 0.0057
2020-02-14 2019-12-31 13F CMS ENERGY COM 125896100 5,573 1,461 35.53 350 33.08 0.0033
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 4,112 392 10.54 263 22.33 0.0027
2019-08-07 2019-06-30 13F CMS ENERGY COM 125896100 3,720 3,720 215 0.0024
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.