CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership870 shares
Latest Disclosed Value $ 67,495
IFP Advisors, Inc reports 1.58% decrease in ownership of CMS / CMS Energy Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 870 shares of CMS Energy Corporation (US:CMS) valued at $67,495 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 884 shares of CMS Energy Corporation. This represents a change in shares of -1.58% during the quarter. The current value of the position is $61,091 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)
2026-04-13 2026-03-31 13F CMS ENERGY cs 125896100 870 -14 -1.58 67 9.84 0.0014
2026-02-06 2025-12-31 13F CMS ENERGY cs 125896100 884 37 4.37 62 -1.61 0.0014
2026-02-06 2025-09-30 13F/A-1 CMS ENERGY cs 125896100 847 847 62 -55.40 0.0016
2025-12-02 2025-09-30 13F CMS ENERGY cs 125896100 0 0 157 0.0041
2025-07-24 2025-06-30 13F CMS ENERGY cs 125896100 0 -759 -100.00 140 117.19 0.0040
2025-05-05 2025-03-31 13F CMS ENERGY cs 125896100 759 -233 -23.49 64 -11.11 0.0020
2025-02-04 2024-12-31 13F CMS ENERGY cs 125896100 992 -867 -46.64 73 -45.04 0.0024
2025-02-04 2024-09-30 13F CMS ENERGY cs 125896100 1,859 -25,189 -93.13 131 -91.86 0.0047
2024-07-30 2024-06-30 13F CMS ENERGY cs 125896100 27,048 -12,436 -31.50 1,610 -32.41 0.0639
2024-07-30 2024-03-31 13F CMS ENERGY cs 125896100 39,484 24,519 163.84 2,382 174.11 0.1045
2024-01-09 2023-12-31 13F CMS ENERGY cs 125896100 14,965 -1,880 -11.16 869 -2.80 0.0410
2023-10-12 2023-09-30 13F CMS ENERGY cs 125896100 16,845 11,038 190.08 895 162.17 0.0402
2023-08-14 2023-06-30 13F/A-1 CMS ENERGY cs 125896100 5,807 -8 -0.14 341 30.15 0.0143
2023-08-04 2023-06-30 13F CMS ENERGY cs 125896100 5,807 -8 262 0.0121
2023-04-18 2023-03-31 13F CMS ENERGY cs 125896100 5,815 -2,587 -30.79 263 0.0114
2023-02-07 2022-12-31 13F CMS ENERGY cs 125896100 8,402 -362 -4.13 0 -100.00 0.0102
2022-11-08 2022-09-30 13F CMS ENERGY cs 125896100 8,764 965 12.37 399 12.39 0.0104
2022-09-06 2022-06-30 13F/A-1 CMS ENERGY cs 125896100 7,799 0 0.00 355 0.00 0.0114
2022-09-06 2022-03-31 13F/A-1 CMS ENERGY cs 125896100 7,799 1,151 17.31 355 -17.82 0.0114
2022-08-08 2022-03-31 13F CMS ENERGY CORP COM Stock 125896100 6,802 154 308 0.0063
2022-01-12 2021-12-31 13F CMS ENERGY CORP COM Stock 125896100 6,648 -139 -2.05 432 6.93 0.0084
2021-10-06 2021-09-30 13F CMS ENERGY CORP COM Stock 125896100 6,787 578 9.31 404 10.38 0.0081
2021-07-13 2021-06-30 13F CMS ENERGY CORP COM Stock 125896100 6,209 -1,430 -18.72 366 -21.46 0.0076
2021-04-30 2021-03-31 13F CMS ENERGY CORP COM Stock 125896100 7,639 1,689 28.39 466 28.73 0.0091
2021-01-25 2020-12-31 13F CMS ENERGY CORP COM Stock 125896100 5,950 823 16.05 362 14.20 0.0147
2020-10-29 2020-09-30 13F CMS ENERGY CORP COM Stock 125896100 5,127 369 7.76 317 15.27 0.0189
2020-08-05 2020-06-30 13F CMS ENERGY CORP COM Stock 125896100 4,758 1,805 61.12 275 62.72 0.0218
2020-05-12 2020-03-31 13F CMS ENERGY CORP COM Stock 125896100 2,953 1,738 143.05 169 122.37 0.0171
2020-01-17 2019-12-31 13F CMS ENERGY CORP COM Stock 125896100 1,215 -738 -37.79 76 -39.20 0.0057
2019-11-07 2019-09-30 13F CMS ENERGY CORP COM Stock 125896100 1,953 1,271 186.36 125 228.95 0.0084
2019-05-15 2019-03-31 13F CMS ENERGY Stock 125896100 682 -2,525 -78.73 38 -75.95 0.0052
2019-06-03 2018-12-31 13F/A-10 CMS ENERGY CORP COM Stock 125896100 3,207 -67 -2.05 158 -1.25 0.0096
2019-01-23 2018-12-31 13F CMS ENERGY CORP COM Stock 125896100 3,207 -67 158 0.0096
2019-06-03 2018-09-30 13F/A-9 CMS ENERGY CORP COM Stock 125896100 3,274 -554 -14.47 160 -11.60 0.0065
2018-10-25 2018-09-30 13F CMS ENERGY CORP COM Stock 125896100 3,274 -554 160 0.0065
2019-06-03 2018-06-30 13F/A-8 CMS ENERGY CORP COM Stock 125896100 3,828 1,011 35.89 181 36.09 0.0076
2018-08-07 2018-06-30 13F CMS ENERGY CORP COM Stock 125896100 3,828 -389 181
2019-06-03 2018-03-31 13F/A-7 CMS ENERGY CORP COM Stock 125896100 2,817 0 0.00 133 0.00 0.0060
2018-05-09 2018-03-31 13F CMS ENERGY CORP COM Stock 125896100 4,217 1,400 191
2019-06-03 2017-12-31 13F/A-6 CMS ENERGY CORP COM Stock 125896100 2,817 -11,409 -80.20 133 -79.82 0.0060
2018-01-24 2017-12-31 13F CMS ENERGY CORP COM Stock 125896100 2,817 -11,409 133
2017-10-30 2017-09-30 13F CMS ENERGY CORP COM Stock 125896100 14,226 85 0.60 659 0.76 0.0262
2019-06-03 2017-06-30 13F/A-5 CMS ENERGY CORP COM Stock 125896100 14,141 -421 -2.89 654 0.46 0.0277
2017-07-31 2017-06-30 13F CMS ENERGY CORP COM Stock 125896100 14,141 -421 654
2019-06-03 2017-03-31 13F/A-4 CMS ENERGY CORP COM Stock 125896100 14,562 -223 -1.51 651 5.85 0.0284
2017-04-26 2017-03-31 13F CMS ENERGY CORP COM Stock 125896100 14,562 -223 651
2019-06-03 2016-12-31 13F/A-3 CMS ENERGY CORP COM Stock 125896100 14,785 -7,257 -32.92 615 -33.59 0.0297
2017-02-14 2016-12-31 13F CMS ENERGY CORP COM Stock 125896100 14,785 -7,257 615
2016-11-04 2016-09-30 13F CMS ENERGY CORP COM Stock 125896100 22,042 5 0.02 926 -8.41 0.0481
2019-06-03 2016-06-30 13F/A-2 CMS ENERGY CORP COM Stock 125896100 22,037 21,355 3,131.23 1,011 2,560.53 0.0564
2016-08-22 2016-06-30 13F CMS ENERGY CORP COM Stock 125896100 22,037 21,355 1,011
2019-06-03 2016-03-31 13F/A-1 CMS ENERGY Stock 125896100 682 -20,662 -96.80 38 -95.06 0.0052
2016-05-02 2016-03-31 13F CMS ENERGY CORP COM Stock 125896100 20,881 -463 886
2016-02-11 2015-12-31 13F CMS ENERGY CORP COM Stock 125896100 21,344 21,344 770 0.0517
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.