CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionNorthwestern Mutual Wealth Management Co
Latest Disclosed Ownership17,870 shares
Latest Disclosed Value $ 1,386,356
Northwestern Mutual Wealth Management Co reports 5.64% decrease in ownership of CMS / CMS Energy Corporation

On May 7, 2026 - Northwestern Mutual Wealth Management Co filed a 13F-HR form disclosing ownership of 17,870 shares of CMS Energy Corporation (US:CMS) valued at $1,386,355 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 18,938 shares of CMS Energy Corporation. This represents a change in shares of -5.64% during the quarter. The current value of the position is $1,287,355 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)
2026-05-07 2026-03-31 13F CMS ENERGY COM 125896100 17,870 -1,068 -5.64 1,386 4.68 0.0009
2026-02-10 2025-12-31 13F/A-1 CMS ENERGY COM 125896100 18,938 -3,125 -14.16 1,324 -18.07 0.0008
2026-02-05 2025-12-31 13F CMS ENERGY COM 125896100 210,058 187,995 43,234 0.0273
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 22,063 -542 -2.40 1,616 3.19 0.0011
2025-08-13 2025-06-30 13F CMS ENERGY COM 125896100 22,605 1,453 6.87 1,566 -1.39 0.0011
2025-05-14 2025-03-31 13F CMS ENERGY COM 125896100 21,152 -44 -0.21 1,589 12.46 0.0013
2025-02-11 2024-12-31 13F CMS ENERGY COM 125896100 21,196 7 0.03 1,413 -5.61 0.0012
2024-11-12 2024-09-30 13F CMS ENERGY COM 125896100 21,189 8,525 67.32 1,497 98.67 0.0013
2024-08-16 2024-06-30 13F CMS ENERGY COM 125896100 12,664 149 1.19 754 -0.26 0.0007
2024-05-15 2024-03-31 13F CMS ENERGY COM 125896100 12,515 49 0.39 755 4.43 0.0008
2024-02-13 2023-12-31 13F CMS ENERGY COM 125896100 12,466 -543 -4.17 724 4.78 0.0008
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 13,009 614 4.95 691 -5.22 0.0009
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 12,395 -15 -0.12 728 -4.34 0.0009
2023-05-15 2023-03-31 13F CMS ENERGY COM 125896100 12,410 120 0.98 762 -2.19 0.0011
2023-02-21 2022-12-31 13F CMS ENERGY COM 125896100 12,290 1,390 12.75 778 22.52 0.0012
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 10,900 625 6.08 635 -8.37 0.0011
2022-08-04 2022-06-30 13F CMS ENERGY COM 125896100 10,275 -626 -5.74 693 -9.06 0.0012
2022-05-09 2022-03-31 13F CMS ENERGY COM 125896100 10,901 608 5.91 762 13.73 0.0012
2022-02-03 2021-12-31 13F CMS ENERGY COM 125896100 10,293 401 4.05 670 13.56 0.0011
2021-11-15 2021-09-30 13F CMS ENERGY COM 125896100 9,892 748 8.18 590 9.26 0.0011
2021-08-13 2021-06-30 13F CMS ENERGY COM 125896100 9,144 1,943 26.98 540 22.73 0.0010
2021-05-14 2021-03-31 13F CMS ENERGY COM 125896100 7,201 1,435 24.89 440 25.36 0.0009
2021-02-12 2020-12-31 13F CMS ENERGY COM 125896100 5,766 683 13.44 351 12.50 0.0008
2020-11-13 2020-09-30 13F CMS ENERGY COM 125896100 5,083 4,746 1,408.31 312 1,460.00 0.0008
2020-08-14 2020-06-30 13F CMS ENERGY COM 125896100 337 175 108.02 20 100.00 0.0001
2020-05-08 2020-03-31 13F CMS ENERGY COM 125896100 162 -981 -85.83 10 -86.11 0.0000
2020-02-13 2019-12-31 13F CMS ENERGY COM 125896100 1,143 -714 -38.45 72 -39.50 0.0002
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 1,857 340 22.41 119 35.23 0.0005
2019-08-12 2019-06-30 13F CMS ENERGY COM 125896100 1,517 -50 -3.19 88 1.15 0.0004
2019-05-10 2019-03-31 13F CMS ENERGY COM 125896100 1,567 97 6.60 87 19.18 0.0004
2019-02-12 2018-12-31 13F CMS ENERGY COM 125896100 1,470 160 12.21 73 14.06 0.0004
2018-11-01 2018-09-30 13F CMS ENERGY COM 125896100 1,310 2 0.15 64 3.23 0.0003
2018-08-10 2018-06-30 13F CMS ENERGY COM 125896100 1,308 81 6.60 62 12.73 0.0003
2018-05-14 2018-03-31 13F CMS ENERGY COM 125896100 1,227 149 13.82 55 7.84 0.0003
2018-01-31 2017-12-31 13F CMS ENERGY COM 125896100 1,078 -104 -8.80 51 -7.27 0.0003
2017-11-07 2017-09-30 13F CMS ENERGY COM 125896100 1,182 14 1.20 55 1.85 0.0004
2017-08-10 2017-06-30 13F CMS ENERGY COM 125896100 1,168 -114 -8.89 54 -5.26 0.0004
2017-05-09 2017-03-31 13F CMS ENERGY COM 125896100 1,282 -564 -30.55 57 -25.97 0.0005
2017-02-15 2016-12-31 13F CMS ENERGY COM 125896100 1,846 503 37.45 77 37.50 0.0008
2016-11-14 2016-09-30 13F CMS ENERGY COM 125896100 1,343 -26 -1.90 56 -11.11 0.0009
2016-08-29 2016-06-30 13F CMS ENERGY COM 125896100 1,369 282 25.94 63 36.96 0.0009
2016-05-16 2016-03-31 13F CMS ENERGY COM 125896100 1,087 -313 -22.36 46 -9.80 0.0007
2016-02-16 2015-12-31 13F CMS ENERGY COM 125896100 1,400 1,039 287.81 51 292.31 0.0010
2015-11-16 2015-09-30 13F CMS ENERGY COM 125896100 361 155 75.24 13 85.71 0.0003
2015-09-30 2015-06-30 13F/A-1 CMS ENERGY COM 125896100 206 206 0.00 7 0.0002
2015-05-15 2015-03-31 13F CMS ENERGY COM 125896100 0 -596 -100.00 0 -100.00
2015-02-13 2014-12-31 13F CMS ENERGY COM 125896100 596 -366 -38.05 21 -27.59 0.0006
2014-11-14 2014-09-30 13F CMS ENERGY COM 125896100 962 -733 -43.24 29 -45.28 0.0010
2014-08-05 2014-06-30 13F CMS ENERGY COM 125896100 1,695 673 65.85 53 76.67 0.0021
2014-05-15 2014-03-31 13F CMS ENERGY COM 125896100 1,022 -209 -16.98 30 -9.09 0.0013
2014-02-14 2013-12-31 13F CMS ENERGY COM 125896100 1,231 362 41.66 33 43.48 0.0015
2013-11-14 2013-09-30 13F CMS ENERGY COM 125896100 869 152 21.20 23 21.05 0.0012
2013-08-21 2013-06-30 13F/A-1 CMS ENERGY COM 125896100 717 717 19 0.0011
2013-08-14 2013-06-30 13F CMS ENERGY COM 125896100 56,090 1,524 0.0168
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.