CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionPrudential Plc
Latest Disclosed Ownership9,471 shares
Latest Disclosed Value $ 734,760
Prudential Plc ownership in CMS / CMS Energy Corporation

On May 14, 2026 - Prudential Plc filed a 13F-HR form disclosing ownership of 9,471 shares of CMS Energy Corporation (US:CMS) valued at $734,760 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 9,471 shares of CMS Energy Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $665,054 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)
2026-05-14 2026-03-31 13F CMS ENERGY COM 125896100 9,471 0 0.00 735 10.88 0.0032
2026-02-11 2025-12-31 13F CMS ENERGY COM 125896100 9,471 5,558 142.04 662 131.47 0.0053
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 3,913 0 0.00 287 5.54 0.0021
2025-08-12 2025-06-30 13F CMS ENERGY COM 125896100 3,913 0 0.00 271 -7.51 0.0016
2025-05-13 2025-03-31 13F CMS ENERGY COM 125896100 3,913 -13,188 -77.12 294 -74.28 0.0015
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 17,101 -10,375 -37.76 1,140 -41.29 0.0057
2024-11-13 2024-09-30 13F CMS ENERGY COM 125896100 27,476 8,718 46.48 1,941 73.84 0.0097
2024-08-07 2024-06-30 13F CMS ENERGY COM 125896100 18,758 -626 -3.23 1,117 -4.53 0.0075
2024-05-14 2024-03-31 13F CMS ENERGY COM 125896100 19,384 1,385 7.69 1,170 11.87 0.0089
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 17,999 -12,967 -41.87 1,045 -36.44 0.0106
2023-11-13 2023-09-30 13F CMS ENERGY COM 125896100 30,966 -1,610 -4.94 1,645 -14.06 0.0183
2023-08-14 2023-06-30 13F CMS ENERGY COM 125896100 32,576 -2,953 -8.31 1,914 -12.25 0.0224
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 35,529 -1,901 -5.08 2,181 -8.02 0.0256
2023-02-09 2022-12-31 13F CMS ENERGY COM 125896100 37,430 -7,251 -16.23 2,370 -8.92 0.0298
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 44,681 1,141 2.62 2,602 -11.47 0.0412
2022-08-12 2022-06-30 13F CMS ENERGY COM 125896100 43,540 -18,145 -29.42 2,939 -31.87 0.0532
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 61,685 8,019 14.94 4,314 23.57 0.0624
2022-02-11 2021-12-31 13F CMS ENERGY COM 125896100 53,666 15,479 40.53 3,491 53.05 0.0478
2021-11-10 2021-09-30 13F CMS ENERGY COM 125896100 38,187 -157,010 -80.44 2,281 -80.22 0.0318
2021-08-13 2021-06-30 13F CMS Energy CMS Energy Corp 125896100 195,197 -517,575 -72.61 11,533 -73.57 0.1069
2021-05-14 2021-03-31 13F CMS Energy CMS Energy Corp 125896100 712,772 -139,550 -16.37 43,636 -16.09 0.3023
2021-02-10 2020-12-31 13F/A-1 CMS Energy CMS Energy Corp 125896100 852,322 -294,456 -25.68 52,001 -26.16 0.2762
2021-02-08 2020-12-31 13F CMS Energy CMS Energy Corp 125896100 852,322 -294,456 52,001 118,320.2668
2020-10-30 2020-09-30 13F CMS Energy CMS Energy Corp 125896100 1,146,778 -21,589 -1.85 70,424 3.18 0.3507
2020-07-31 2020-06-30 13F CMS Energy CMS Energy Corp 125896100 1,168,367 437,888 59.95 68,256 59.05 0.3287
2020-05-01 2020-03-31 13F CMS Energy CMS Energy Corp 125896100 730,479 -392,936 -34.98 42,916 -39.21 0.2288
2020-02-13 2019-12-31 13F CMS Energy CMS Energy Corp 125896100 1,123,415 1,099,290 4,556.64 70,595 4,475.18 0.2976
2019-11-12 2019-09-30 13F CMS ENERGY CMS ENERGY CORP 125896100 24,125 -416 -1.70 1,543 8.59 0.0045
2019-10-04 2019-06-30 13F/A-1 CMS Energy CMS ENERGY ORD SHS 125896100 24,541 -711 -2.82 1,421 1.36 0.0043
2019-08-14 2019-06-30 13F CMS Energy CMS ENERGY ORD SHS 125896100 24,541 -711 1,421
2019-10-04 2019-03-31 13F/A-1 CMS Energy CMS ENERGY ORD SHS 125896100 25,252 1,452 6.10 1,402 18.61 0.0050
2019-05-13 2019-03-31 13F CMS Energy CMS ENERGY ORD SHS 125896100 25,252 1,452 1,402
2019-10-04 2018-12-31 13F/A-1 CMS Energy CMS ENERGY ORD SHS 125896100 23,800 3,000 14.42 1,182 15.88 0.0048
2019-02-13 2018-12-31 13F CMS Energy CMS ENERGY ORD SHS 125896100 23,800 3,000 1,182
2019-10-03 2018-09-30 13F/A-1 CMS Energy CMS ENERGY ORD SHS 125896100 20,800 4,300 26.06 1,020 30.77 0.0033
2018-11-14 2018-09-30 13F CMS Energy CMS ENERGY ORD SHS 125896100 20,800 4,300 1,020
2018-08-14 2018-06-30 13F CMS Energy CMS ENERGY ORD SHS 125896100 16,500 0 0.00 780 4.28 0.0024
2018-05-15 2018-03-31 13F CMS Energy CMS ENERGY ORD SHS 125896100 16,500 -200 -1.20 748 -5.32 0.0023
2018-02-14 2017-12-31 13F CMS Energy CMS ENERGY ORD SHS 125896100 16,700 -7,700 -31.56 790 -30.09 0.0024
2017-11-14 2017-09-30 13F CMS Energy CMS ENERGY ORD SHS 125896100 24,400 0 0.00 1,130 0.18 0.0036
2017-08-14 2017-06-30 13F CMS Energy CMS ENERGY ORD SHS 125896100 24,400 0 0.00 1,128 3.39 0.0037
2017-05-15 2017-03-31 13F CMS Energy CMS ENERGY ORD SHS 125896100 24,400 3,400 16.19 1,091 24.83 0.0037
2017-02-09 2016-12-31 13F CMS Energy CMS ENERGY ORD SHS 125896100 21,000 0 0.00 874 -0.91 0.0031
2016-11-14 2016-09-30 13F CMS Energy CMS ENERGY ORD SHS 125896100 21,000 700 3.45 882 -5.26 0.0033
2016-08-09 2016-06-30 13F CMS Energy CMS ENERGY ORD SHS 125896100 20,300 0 0.00 931 8.00 0.0037
2016-05-13 2016-03-31 13F CMS Energy CMS ENERGY ORD SHS 125896100 20,300 7,000 52.63 862 79.58 0.0035
2016-02-12 2015-12-31 13F CMS Energy CMS ENERGY ORD SHS 125896100 13,300 13,300 480 0.0020
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.