CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionCreative Planning
Latest Disclosed Ownership101,950 shares
Latest Disclosed Value $ 7,909,312
Creative Planning reports 28.22% increase in ownership of CMS / CMS Energy Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 101,950 shares of CMS Energy Corporation (US:CMS) valued at $7,909,281 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 79,512 shares of CMS Energy Corporation. This represents a change in shares of 28.22% during the quarter. The current value of the position is $7,158,929 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)
2026-05-12 2026-03-31 13F CMS ENERGY COM 125896100 101,950 22,438 28.22 7,909 42.25 0.0054
2026-02-17 2025-12-31 13F CMS ENERGY COM 125896100 79,512 19,181 31.79 5,560 25.82 0.0040
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 60,331 9,823 19.45 4,420 26.29 0.0034
2025-08-08 2025-06-30 13F CMS ENERGY COM 125896100 50,508 8,390 19.92 3,499 10.62 0.0030
2025-05-15 2025-03-31 13F CMS ENERGY COM 125896100 42,118 1,275 3.12 3,163 16.20 0.0030
2025-02-14 2024-12-31 13F CMS ENERGY COM 125896100 40,843 7,582 22.80 2,722 15.88 0.0026
2024-10-11 2024-09-30 13F CMS ENERGY COM 125896100 33,261 524 1.60 2,349 20.59 0.0023
2024-08-15 2024-06-30 13F CMS ENERGY COM 125896100 32,737 -820 -2.44 1,949 -3.75 0.0021
2024-05-13 2024-03-31 13F CMS ENERGY COM 125896100 33,557 3,878 13.07 2,025 17.47 0.0022
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 29,679 1,646 5.87 1,723 15.79 0.0032
2023-11-16 2023-09-30 13F CMS ENERGY COM 125896100 28,033 -3,992 -12.47 1,489 -20.89 0.0020
2023-07-21 2023-06-30 13F CMS ENERGY COM 125896100 32,025 4,669 17.07 1,881 12.03 0.0025
2023-05-15 2023-03-31 13F CMS ENERGY COM 125896100 27,356 4,201 18.14 1,679 14.53 0.0024
2023-02-10 2022-12-31 13F CMS ENERGY COM 125896100 23,155 5,062 27.98 1,466 39.09 0.0022
2022-11-03 2022-09-30 13F CMS ENERGY COM 125896100 18,093 199 1.11 1,054 -12.75 0.0018
2022-08-15 2022-06-30 13F CMS ENERGY COM 125896100 17,894 3,234 22.06 1,208 17.85 0.0020
2022-05-16 2022-03-31 13F CMS ENERGY COM 125896100 14,660 210 1.45 1,025 9.04 0.0016
2022-02-11 2021-12-31 13F CMS ENERGY COM 125896100 14,450 -1,741 -10.75 940 -2.79 0.0015
2021-11-10 2021-09-30 13F CMS ENERGY COM 125896100 16,191 2,486 18.14 967 19.38 0.0017
2021-08-04 2021-06-30 13F CMS ENERGY COM 125896100 13,705 -869 -5.96 810 -9.19 0.0014
2021-04-30 2021-03-31 13F CreativePlanning COM 125896100 14,574 669 4.81 892 5.06 0.0018
2021-01-29 2020-12-31 13F C M S ENERGY COM 125896100 13,905 416 3.08 849 2.54 0.0019
2020-11-05 2020-09-30 13F C M S ENERGY COM 125896100 13,489 2,280 20.34 828 26.41 0.0022
2020-07-23 2020-06-30 13F CMS ENERGY COM 125896100 11,209 -1,249 -10.03 655 -10.52 0.0019
2020-05-05 2020-03-31 13F CMS ENERGY COM 125896100 12,458 -160 -1.27 732 -7.69 0.0026
2020-01-30 2019-12-31 13F CMS ENERGY COM 125896100 12,618 -1,576 -11.10 793 -12.67 0.0024
2019-11-01 2019-09-30 13F CMS ENERGY COM 125896100 14,194 -791 -5.28 908 4.61 0.0030
2019-07-26 2019-06-30 13F CMS ENERGY COM 125896100 14,985 530 3.67 868 8.09 0.0029
2019-04-24 2019-03-31 13F CMS ENERGY COM 125896100 14,455 1,788 14.12 803 27.66 0.0029
2019-02-12 2018-12-31 13F/A-1 CMS ENERGY COM 125896100 12,667 842 7.12 629 8.64 0.0026
2019-02-01 2018-12-31 13F CMS ENERGY COM 125896100 12,667 842 629
2018-10-25 2018-09-30 13F CMS ENERGY COM 125896100 11,825 292 2.53 579 6.24 0.0021
2018-07-20 2018-06-30 13F CMS ENERGY COM 125896100 11,533 -1,650 -12.52 545 -8.71 0.0021
2018-04-18 2018-03-31 13F CMS ENERGY COM 125896100 13,183 1,231 10.30 597 5.66 0.0024
2018-01-17 2017-12-31 13F CMS ENERGY COM 125896100 11,952 2,701 29.20 565 31.70 0.0024
2017-10-17 2017-09-30 13F CMS ENERGY COM 125896100 9,251 1,166 14.42 429 14.71 0.0020
2017-07-12 2017-06-30 13F CMS ENERGY COM 125896100 8,085 568 7.56 374 11.31 0.0019
2017-04-07 2017-03-31 13F CMS ENERGY COM 125896100 7,517 -61,638 -89.13 336 -88.33 0.0018
2017-01-09 2016-12-31 13F CMS ENERGY COM 125896100 69,155 2,873 4.33 2,878 3.34 0.0175
2016-10-12 2016-09-30 13F CMS ENERGY COM 125896100 66,282 -3,018 -4.35 2,785 -12.37 0.0177
2016-07-12 2016-06-30 13F CMS ENERGY COM 125896100 69,300 20,209 41.17 3,178 52.57 0.0230
2016-04-08 2016-03-31 13F CMS ENERGY COM 125896100 49,091 -1,331 -2.64 2,083 14.51 0.0162
2016-01-11 2015-12-31 13F CMS ENERGY COM 125896100 50,422 -471 -0.93 1,819 1.17 0.0150
2015-10-09 2015-09-30 13F CMS ENERGY COM 125896100 50,893 -4,723 -8.49 1,798 1.52 0.0159
2015-07-09 2015-06-30 13F CMS ENERGY COM 125896100 55,616 -180 -0.32 1,771 -9.09 0.0161
2015-04-13 2015-03-31 13F CMS ENERGY COM 125896100 55,796 55,796 0.00 1,948 0.0183
2015-01-29 2014-12-31 13F CMS ENERGY COM 125896100 0 -54,180 -100.00 0 -100.00
2014-10-10 2014-09-30 13F CMS ENERGY COM 125896100 54,180 1,016 1.91 1,607 -2.96 0.0186
2014-08-20 2014-06-30 13F CMS ENERGY COM 125896100 53,164 57 0.11 1,656 6.50 0.0215
2014-04-11 2014-03-31 13F CMS ENERGY COM 125896100 53,107 387 0.73 1,555 10.21 0.0234
2014-01-06 2013-12-31 13F CMS ENERGY COM 125896100 52,720 -19 -0.04 1,411 1.66 0.0241
2013-10-10 2013-09-30 13F CMS ENERGY COM 125896100 52,739 453 0.87 1,388 -2.32 0.0275
2013-07-09 2013-06-30 13F CMS ENERGY COM 125896100 52,286 52,286 1,421 0.0330
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.