CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership278,258 shares
Latest Disclosed Value $ 21,587
Natixis Advisors, L.p. reports 49.70% increase in ownership of CMS / CMS Energy Corporation

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 278,258 shares of CMS Energy Corporation (US:CMS) valued at $21,587,256 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 185,875 shares of CMS Energy Corporation. This represents a change in shares of 49.70% during the quarter. The current value of the position is $19,539,277 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F CMS ENERGY COM 125896100 278,258 92,383 49.70 22 75.00 0.0300
2026-02-10 2025-12-31 13F CMS ENERGY COM 125896100 185,875 21,852 13.32 13 0.00 0.0184
2025-11-13 2025-09-30 13F CMS ENERGY CORP COM 125896100 164,023 -12,134 -6.89 12 0.00 0.0175
2025-08-13 2025-06-30 13F CMS ENERGY COM 125896100 176,157 -91,348 -34.15 12 -40.00 0.0194
2025-05-08 2025-03-31 13F CMS ENERGY COM 125896100 267,505 57,544 27.41 20 53.85 0.0371
2025-02-10 2024-12-31 13F CMS ENERGY COM 125896100 209,961 21,515 11.42 14 0.00 0.0261
2024-11-06 2024-09-30 13F CMS ENERGY COM 125896100 188,446 93,783 99.07 13 160.00 0.0260
2024-08-01 2024-06-30 13F CMS ENERGY COM 125896100 94,663 2,751 2.99 6 0.00 0.0123
2024-04-25 2024-03-31 13F CMS ENERGY COM 125896100 91,912 6,663 7.82 6 25.00 0.0128
2024-02-06 2023-12-31 13F CMS ENERGY COM 125896100 85,249 -31,876 -27.22 5 -33.33 0.0130
2023-11-13 2023-09-30 13F CMS ENERGY COM 125896100 117,125 -4,456 -3.67 6 -14.29 0.0190
2023-08-15 2023-06-30 13F CMS ENERGY COM 125896100 121,581 8,981 7.98 7 16.67 0.0221
2023-05-11 2023-03-31 13F CMS ENERGY CP COM 125896100 112,600 12,321 12.29 7 0.00 0.0238
2023-01-27 2022-12-31 13F CMS ENERGY CP COM 125896100 100,279 -24,248 -19.47 6 -99.92 0.0240
2022-11-14 2022-09-30 13F CMS ENERGY CP COM 125896100 124,527 -2,426 -1.91 7,252 -15.37 0.0307
2022-08-12 2022-06-30 13F CMS ENERGY CP COM 125896100 126,953 2,971 2.40 8,569 -1.18 0.0377
2022-05-12 2022-03-31 13F CMS ENERGY CP COM 125896100 123,982 26,150 26.73 8,671 36.25 0.0331
2022-02-08 2021-12-31 13F CMS ENERGY CP COM 125896100 97,832 1,398 1.45 6,364 10.49 0.0243
2021-11-15 2021-09-30 13F CMS ENERGY CP COM 125896100 96,434 35,294 57.73 5,760 59.47 0.0237
2021-08-12 2021-06-30 13F CMS ENERGY CP COM 125896100 61,140 1,635 2.75 3,612 -0.82 0.0169
2021-05-05 2021-03-31 13F CMS ENERGY CP COM 125896100 59,505 -9,426 -13.67 3,642 -13.41 0.0190
2021-02-12 2020-12-31 13F CMS ENERGY CP COM 125896100 68,931 -9,084 -11.64 4,206 -12.21 0.0242
2020-11-12 2020-09-30 13F CMS ENERGY COM 125896100 78,015 -5,451 -6.53 4,791 -1.74 0.0301
2020-08-11 2020-06-30 13F CMS ENERGY COM 125896100 83,466 -32,259 -27.88 4,876 -28.28 0.0324
2020-04-27 2020-03-31 13F CMS ENERGY COM 125896100 115,725 30,259 35.40 6,799 26.59 0.0554
2020-02-10 2019-12-31 13F CMS ENERGY COM 125896100 85,466 3,927 4.82 5,371 3.01 0.0379
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 81,539 16,351 25.08 5,214 38.12 0.0414
2019-08-12 2019-06-30 13F CMS ENERGY COM 125896100 65,188 -5,217 -7.41 3,775 -3.48 0.0308
2019-05-15 2019-03-31 13F/A-1 CMS ENERGY COM 125896100 70,405 -3,768 -5.08 3,911 6.19 0.0342
2019-05-15 2019-03-31 13F CMS ENERGY COM 125896100 70,405 -3,768 3,911
2019-02-13 2018-12-31 13F/A-1 CMS ENERGY COM 125896100 74,173 -3,814 -4.89 3,683 -3.61 0.0364
2019-02-13 2018-12-31 13F CMS ENERGY COM 125896100 74,173 -3,814 3,683
2018-11-13 2018-09-30 13F CMS ENERGY COM 125896100 77,987 -1,852 -2.32 3,821 1.22 0.0336
2018-08-14 2018-06-30 13F/A-1 CMS ENERGY COM 125896100 79,839 79,839 3,775 0.0361
2018-08-14 2018-06-30 13F CMS ENERGY COM 125896100 79,839 3,775
2017-05-12 2017-03-31 13F CMS ENERGY COM 125896100 0 -56,760 -100.00 0 -100.00
2017-02-07 2016-12-31 13F CMS ENERGY COM 125896100 56,760 2,692 4.98 2,362 4.01 0.0284
2016-11-04 2016-09-30 13F CMS ENERGY COM 125896100 54,068 -3,698 -6.40 2,271 -14.27 0.0294
2016-08-01 2016-06-30 13F CMS ENERGY COM 125896100 57,766 430 0.75 2,649 8.88 0.0366
2016-05-06 2016-03-31 13F CMS ENERGY COM 125896100 57,336 3,499 6.50 2,433 25.28 0.0364
2016-02-12 2015-12-31 13F CMS ENERGY COM 125896100 53,837 9,390 21.13 1,942 23.69 0.0318
2015-11-12 2015-09-30 13F CMS ENERGY COM 125896100 44,447 -2,416 -5.16 1,570 5.23 0.0272
2015-08-14 2015-06-30 13F CMS ENERGY COM 125896100 46,863 -44,346 -48.62 1,492 -53.14 0.0253
2015-05-15 2015-03-31 13F CMS ENERGY COM 125896100 91,209 18,901 26.14 3,184 26.70 0.0559
2015-02-05 2014-12-31 13F CMS ENERGY COM 125896100 72,308 -51,032 -41.38 2,513 -31.30 0.0470
2014-11-03 2014-09-30 13F CMS ENERGY COM 125896100 123,340 -108,680 -46.84 3,658 -49.38 0.0734
2014-08-13 2014-06-30 13F CMS ENERGY COM 125896100 232,020 -6,582 -2.76 7,227 3.43 0.1036
2014-05-13 2014-03-31 13F CMS ENERGY COM 125896100 238,602 3,436 1.46 6,987 10.98 0.1075
2014-02-12 2013-12-31 13F CMS ENERGY COM 125896100 235,166 -3,716 -1.56 6,296 0.14 0.1030
2013-10-30 2013-09-30 13F CMS ENERGY COM 125896100 238,882 -63,316 -20.95 6,287 -23.43 0.1158
2013-07-19 2013-06-30 13F CMS ENERGY COM 125896100 302,198 302,198 8,211 0.1636
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.