CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionNational Pension Service
Latest Disclosed Ownership24,966 shares
Latest Disclosed Value $ 1,936,862
National Pension Service reports 76.60% increase in ownership of CMS / CMS Energy Corporation

On May 12, 2026 - National Pension Service filed a 13F-HR form disclosing ownership of 24,966 shares of CMS Energy Corporation (US:CMS) valued at $1,936,862 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 14,137 shares of CMS Energy Corporation. This represents a change in shares of 76.60% during the quarter. The current value of the position is $1,798,551 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 24,966 10,829 76.60 1,937 95.95 0.0015
2026-02-10 2025-12-31 13F CMS ENERGY CMS ENERGY CORP 125896100 14,137 -394,883 -96.54 989 -96.70 0.0007
2025-11-04 2025-09-30 13F CMS ENERGY COM 125896100 409,020 4,484 1.11 29,965 6.92 0.0233
2025-08-08 2025-06-30 13F CMS ENERGY COM 125896100 404,536 3,324 0.83 28,026 -7.00 0.0242
2025-05-13 2025-03-31 13F CMS ENERGY COM 125896100 401,212 10,446 2.67 30,135 15.71 0.0290
2025-02-05 2024-12-31 13F CMS ENERGY COM 125896100 390,766 -46,409 -10.62 26,045 -15.65 0.0246
2024-10-30 2024-09-30 13F CMSENERGYCORP COM 125896100 437,175 0 0.00 30,878 18.64 0.0298
2024-08-13 2024-06-30 13F CMS ENERGY COM 125896100 437,175 11,048 2.59 26,025 1.22 0.0299
2024-05-14 2024-03-31 13F CMS ENERGY COM 125896100 426,127 5,993 1.43 25,713 5.39 0.0309
2024-02-07 2023-12-31 13F CMS ENERGY COM 125896100 420,134 0 0.00 24,397 7.54 0.0340
2023-11-15 2023-09-30 13F CMS ENERGY COM 125896100 420,134 19,005 4.74 22,687 -3.17 0.0363
2023-08-16 2023-06-30 13F CMS ENERGY COM 125896100 401,129 7,224 1.83 23,430 -2.80 0.0378
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 393,905 0 0.00 24,103 -3.38 0.0439
2023-02-24 2022-12-31 13F/A-1 CMS ENERGY COM 125896100 393,905 5,454 1.40 24,946 7.52 0.0491
2023-02-21 2022-12-31 13F CMS ENERGY COM 125896100 393,905 5,454 25 0.0491
2023-02-24 2022-09-30 13F/A-1 CMS ENERGY COM 125896100 388,451 -1,188 -0.30 23,202 -11.78 0.0484
2022-11-18 2022-09-30 13F CMS ENERGY COM 125896100 388,451 -1,188 23,202 0.0484
2022-08-17 2022-06-30 13F CMS ENERGY COM 125896100 389,639 0 0.00 26,301 -3.49 0.0542
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 389,639 -52,960 -11.97 27,251 -5.35 0.0497
2022-02-15 2021-12-31 13F CMS ENERGY COM 125896100 442,599 -9,080 -2.01 28,791 6.72 0.0502
2021-11-18 2021-09-30 13F CMS ENERGY COM 125896100 451,679 -4,473 -0.98 26,979 0.11 0.0514
2021-08-17 2021-06-30 13F CMS ENERGY COM 125896100 456,152 11 0.00 26,949 -3.50 0.0512
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 456,141 12,450 2.81 27,925 3.16 0.0584
2021-02-19 2020-12-31 13F CMS ENERGY COM 125896100 443,691 24,666 5.89 27,070 5.22 0.0617
2020-11-13 2020-09-30 13F CMS ENERGY COM 125896100 419,025 0 0.00 25,728 5.10 0.0676
2020-08-11 2020-06-30 13F CMS ENERGY COM 125896100 419,025 28,203 7.22 24,479 6.61 0.0699
2020-05-27 2020-03-31 13F CMS ENERGY COM 125896100 390,822 0 0.00 22,961 -6.51 0.0777
2020-02-21 2019-12-31 13F CMS ENERGY COM 125896100 390,822 -11,198 -2.79 24,559 -4.47 0.0674
2019-11-15 2019-09-30 13F CMS ENERGY COM 125896100 402,020 20,992 5.51 25,709 16.51 0.0814
2019-08-14 2019-06-30 13F CMS ENERGY COM 125896100 381,028 23,171 6.47 22,065 11.02 0.0737
2019-05-15 2019-03-31 13F CMS ENERGY COM 125896100 357,857 14,763 4.30 19,875 10.34 0.0765
2019-02-15 2018-12-31 13F CMS ENERGY COM 125896100 343,094 15,387 4.70 18,012 12.17 0.0743
2018-11-15 2018-09-30 13F CMS ENERGY COM 125896100 327,707 0 0.00 16,058 4.17 0.0654
2018-08-14 2018-06-30 13F CMS ENERGY COM 125896100 327,707 4,119 1.27 15,415 5.19 0.0698
2018-04-13 2018-03-31 13F CMS ENERGY COM 125896100 323,588 22,323 7.41 14,655 2.84 0.0726
2018-01-17 2017-12-31 13F CMS ENERGY COM 125896100 301,265 10,052 3.45 14,250 5.57 0.0711
2017-10-16 2017-09-30 13F CMS Energy COM 125896100 291,213 11,183 3.99 13,498 4.04 0.0743
2017-07-13 2017-06-30 13F CMS ENERGY COM 125896100 280,030 24,887 9.75 12,974 13.94 0.0773
2017-04-11 2017-03-31 13F CMS ENERGY COM 125896100 255,143 13,341 5.52 11,387 13.15 0.0762
2017-01-18 2016-12-31 13F CMS ENERGY COM 125896100 241,802 15,431 6.82 10,064 5.83 0.0688
2016-10-14 2016-09-30 13F CMS ENERGY COM 125896100 226,371 19,516 9.43 9,510 0.25 0.0762
2016-08-11 2016-06-30 13F CMS ENERGY COM 125896100 206,855 10,278 5.23 9,486 13.70 0.0842
2016-05-16 2016-03-31 13F CMS ENERGY COM 125896100 196,577 8,353 4.44 8,343 22.85 0.0836
2016-02-12 2015-12-31 13F CMS ENERGY COM 125896100 188,224 12,480 7.10 6,791 9.41 0.0713
2015-10-15 2015-09-30 13F CMS ENERGY COM 125896100 175,744 175,744 6,207 0.0785
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.