CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership4,713,999 shares
Latest Disclosed Value $ 365,712,223
Morgan Stanley reports 2.19% increase in ownership of CMS / CMS Energy Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 4,713,999 shares of CMS Energy Corporation (US:CMS) valued at $365,712,042 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 4,612,982 shares of CMS Energy Corporation. This represents a change in shares of 2.19% during the quarter. The current value of the position is $331,017,010 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)
2026-05-15 2026-03-31 13F CMS ENERGY COM 125896100 4,713,999 101,017 2.19 365,712 13.37 0.0220
2026-05-27 2025-12-31 13F/A-1 CMS ENERGY COM 125896100 4,612,982 -791,833 -14.65 322,586 -18.53 0.0193
2026-02-13 2025-12-31 13F CMS ENERGY COM 125896100 4,612,982 -791,833 322,586 0.0193
2026-05-27 2025-09-30 13F/A-1 CMS ENERGY COM 125896100 5,404,815 -819,868 -13.17 395,957 -8.18 0.0240
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 5,404,815 -819,868 395,957 0.0240
2025-08-15 2025-06-30 13F CMS ENERGY COM 125896100 6,224,683 542,902 9.56 431,246 1.05 0.0281
2025-05-15 2025-03-31 13F CMS ENERGY COM 125896100 5,681,781 -104,151 -1.80 426,759 10.66 0.0305
2025-05-15 2024-12-31 13F/A-1 CMS ENERGY COM 125896100 5,785,932 -195,807 -3.27 385,633 -8.72 0.0270
2025-02-14 2024-12-31 13F CMS ENERGY COM 125896100 5,785,932 -195,807 385,633 0.0270
2025-05-14 2024-09-30 13F/A-2 CMS ENERGY COM 125896100 5,981,739 -619,992 -9.39 422,490 7.50 0.0306
2025-02-14 2024-09-30 13F/A-1 CMS ENERGY COM 125896100 5,981,739 -619,992 422,490 0.0306
2024-11-14 2024-09-30 13F CMS ENERGY COM 125896100 5,981,739 -619,992 422,490 0.0036
2025-05-14 2024-06-30 13F/A-2 CMS ENERGY COM 125896100 6,601,731 117,842 1.82 393,001 0.45 0.0304
2024-10-17 2024-06-30 13F/A-1 CMS ENERGY COM 125896100 6,601,731 117,842 393,001 0.0304
2024-08-14 2024-06-30 13F CMS ENERGY COM 125896100 6,601,731 117,842 393,001 0.0304
2024-10-17 2024-03-31 13F/A-2 CMS ENERGY COM 125896100 6,483,889 -195,056 -2.92 391,238 0.87 0.0314
2024-08-16 2024-03-31 13F/A-1 CMS ENERGY COM 125896100 6,483,889 -195,056 391,238 0.0037
2024-05-15 2024-03-31 13F CMS ENERGY COM 125896100 6,483,889 -195,056 391,238 0.0314
2024-08-16 2023-12-31 13F/A-1 CMS ENERGY COM 125896100 6,678,945 1,086,476 19.43 387,846 30.58 0.0342
2024-02-13 2023-12-31 13F CMS ENERGY COM 125896100 6,678,945 1,086,476 387,846 0.0342
2023-11-15 2023-09-30 13F CMS ENERGY COM 125896100 5,592,469 -74,640 -1.32 297,016 -10.79 0.0302
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 5,667,109 1,034,257 22.32 332,943 17.08 0.0328
2023-05-15 2023-03-31 13F CMS ENERGY COM 125896100 4,632,852 175,210 3.93 284,365 0.73 0.0305
2023-02-14 2022-12-31 13F CMS ENERGY COM 125896100 4,457,642 1,910,519 75.01 282,303 90.30 0.0321
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 2,547,123 -416,691 -14.06 148,344 -25.85 0.0202
2022-10-27 2022-06-30 13F/A-1 CMS ENERGY COM 125896100 2,963,814 1,536,268 107.62 200,058 100.37 0.0260
2022-08-15 2022-06-30 13F CMS ENERGY COM 125896100 2,963,814 1,536,268 200,058 0.0052
2022-10-27 2022-03-31 13F/A-1 CMS ENERGY COM 125896100 1,427,546 -93,834 -6.17 99,842 0.89 0.0135
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 1,427,546 -93,834 99,842 0.0135
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 1,521,380 510,647 50.52 98,966 63.93 0.0122
2021-11-15 2021-09-30 13F CMS ENERGY COM 125896100 1,010,733 -365,307 -26.55 60,372 -25.74 0.0081
2021-08-23 2021-06-30 13F/A-1 CMS ENERGY COM 125896100 1,376,040 1,011,975 277.97 81,296 264.77 0.0107
2021-08-16 2021-06-30 13F CMS ENERGY COM 125896100 1,376,040 1,011,975 81,296 0.0022
2021-05-17 2021-03-31 13F CMS ENERGY COM 125896100 364,065 -988,364 -73.08 22,287 -72.99 0.0033
2021-02-16 2020-12-31 13F CMS ENERGY COM 125896100 1,352,429 -173,164 -11.35 82,512 -11.93 0.0127
2020-11-13 2020-09-30 13F CMS ENERGY COM 125896100 1,525,593 397,400 35.22 93,687 42.15 0.0181
2020-08-14 2020-06-30 13F CMS ENERGY COM 125896100 1,128,193 160,747 16.62 65,909 15.96 0.0146
2020-05-26 2020-03-31 13F/A-1 CMS ENERGY COM 125896100 967,446 -52,208 -5.12 56,837 -11.29 0.0154
2020-05-15 2020-03-31 13F CMS ENERGY COM 125896100 967,446 -52,208 56,837 4,366.2665
2020-02-14 2019-12-31 13F CMS ENERGY COM 125896100 1,019,654 354,432 53.28 64,074 50.61 0.0149
2019-11-14 2019-09-30 13F CMS ENERGY COM 125896100 665,222 151,757 29.56 42,542 43.07 0.0113
2019-08-14 2019-06-30 13F CMS ENERGY COM 125896100 513,465 -366,366 -41.64 29,736 -39.15 0.0079
2019-05-15 2019-03-31 13F CMS ENERGY COM 125896100 879,831 -961,108 -52.21 48,865 -46.54 0.0138
2019-02-14 2018-12-31 13F CMS ENERGY COM 125896100 1,840,939 -507,394 -21.61 91,403 -20.57 0.0274
2019-04-23 2018-09-30 13F/A-2 CMS ENERGY COM 125896100 2,348,333 1,849,279 370.56 115,069 387.70 0.0288
2018-11-20 2018-09-30 13F/A-1 CMS ENERGY COM 125896100 2,348,333 0 115,069 0.0288
2018-11-14 2018-09-30 13F CMS ENERGY COM 125896100 2,348,333 1,849,279 115,069
2019-04-23 2018-06-30 13F/A-1 CMS ENERGY COM 125896100 499,054 -131,696 -20.88 23,594 -17.41 0.0064
2018-08-14 2018-06-30 13F CMS ENERGY COM 125896100 499,054 -131,696 23,594
2019-04-23 2018-03-31 13F/A-1 CMS ENERGY COM 125896100 630,750 -288,038 -31.35 28,566 -34.27 0.0079
2018-05-14 2018-03-31 13F CMS ENERGY COM 125896100 630,750 -288,038 28,566
2019-04-23 2017-12-31 13F/A-1 CMS ENERGY COM 125896100 918,788 246,839 36.73 43,458 39.63 0.0119
2018-02-14 2017-12-31 13F CMS ENERGY COM 125896100 918,788 246,839 43,458
2017-11-14 2017-09-30 13F CMS ENERGY COM 125896100 671,949 147,895 28.22 31,124 28.41 0.0093
2017-08-11 2017-06-30 13F CMS ENERGY COM 125896100 524,054 -589,326 -52.93 24,238 -51.34 0.0073
2017-05-22 2017-03-31 13F/A-1 CMS ENERGY COM 125896100 1,113,380 -504,021 -31.16 49,812 -26.00 0.0153
2017-05-12 2017-03-31 13F CMS ENERGY COM 125896100 1,113,380 49,812
2017-02-22 2016-12-31 13F/A-1 CMS ENERGY COM 125896100 1,617,401 508,576 45.87 67,316 44.51 0.0220
2017-02-13 2016-12-31 13F CMS ENERGY COM 125896100 1,617,401 67,316
2016-11-10 2016-09-30 13F CMS ENERGY COM 125896100 1,108,825 438,499 65.42 46,582 51.54 0.0159
2016-08-12 2016-06-30 13F CMS ENERGY COM 125896100 670,326 42,220 6.72 30,740 15.31 0.0111
2016-05-12 2016-03-31 13F CMS ENERGY COM 125896100 628,106 114,349 22.26 26,659 43.82 0.0103
2016-02-09 2015-12-31 13F CMS ENERGY COM 125896100 513,757 110,405 27.37 18,536 30.10 0.0067
2016-02-08 2015-09-30 13F/A-1 CMS ENERGY COM 125896100 403,352 -136,671 -25.31 14,247 -17.15 0.0053
2015-11-09 2015-09-30 13F CMS ENERGY COM 125896100 403,352 14,247
2015-08-12 2015-06-30 13F CMS ENERGY COM 125896100 540,023 -234,144 -30.24 17,196 -36.37 0.0060
2015-05-14 2015-03-31 13F CMS ENERGY COM 125896100 774,167 -511,630 -39.79 27,027 -39.51 0.0100
2015-02-13 2014-12-31 13F CMS ENERGY COM 125896100 1,285,797 -206,399 -13.83 44,680 0.95 0.0163
2014-12-16 2014-09-30 13F/A-1 CMS ENERGY COM 125896100 1,492,196 -105,509 -6.60 44,258 -11.07 0.0170
2014-11-14 2014-09-30 13F CMS ENERGY COM 125896100 1,492,196 44,258
2014-08-12 2014-06-30 13F CMS ENERGY COM 125896100 1,597,705 587,282 58.12 49,770 68.22 0.0851
2014-05-13 2014-03-31 13F CMS ENERGY COM 125896100 1,010,423 156,528 18.33 29,587 29.44 0.0124
2014-02-13 2013-12-31 13F CMS ENERGY COM 125896100 853,895 -272,125 -24.17 22,858 -22.87 0.0097
2013-11-13 2013-09-30 13F CMS ENERGY CORP COM ST COM 125896100 1,126,020 348,524 44.83 29,636 40.29 0.0140
2013-08-08 2013-06-30 13F CMS ENERGY CORP COM ST COM 125896100 777,496 777,496 21,125 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.