CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionSei Investments Co
Latest Disclosed Ownership89,132 shares
Latest Disclosed Value $ 6,234,432
Sei Investments Co reports 14.83% increase in ownership of CMS / CMS Energy Corporation

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 89,132 shares of CMS Energy Corporation (US:CMS) valued at $6,233,001 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 77,619 shares of CMS Energy Corporation. This represents a change in shares of 14.83% during the quarter. The current value of the position is $6,258,849 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)
2026-02-13 2025-12-31 13F CMS ENERGY COM 125896100 89,132 11,513 14.83 6,234 9.62 0.0062
2025-11-13 2025-09-30 13F CMS ENERGY COM 125896100 77,619 -8,156 -9.51 5,687 -4.28 0.0061
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 85,775 -11,168 -11.52 5,942 -18.43 0.0069
2025-05-14 2025-03-31 13F/A-1 CMS ENERGY COM 125896100 96,943 228 0.24 7,283 12.98 0.0094
2025-05-13 2025-03-31 13F CMS ENERGY COM 125896100 114,750 18,035 7,966 0.0087
2025-02-11 2024-12-31 13F CMS ENERGY COM 125896100 96,715 -8,723 -8.27 6,446 -13.44 0.0083
2024-11-12 2024-09-30 13F CMS ENERGY COM 125896100 105,438 -181,085 -63.20 7,447 -56.34 0.0097
2024-08-13 2024-06-30 13F CMS ENERGY COM 125896100 286,523 -3,946 -1.36 17,057 -2.68 0.0242
2024-05-07 2024-03-31 13F CMS ENERGY COM 125896100 290,469 -8,639 -2.89 17,527 0.90 0.0257
2024-02-14 2023-12-31 13F CMS ENERGY COM 125896100 299,108 56,322 23.20 17,369 34.71 0.0279
2023-11-14 2023-09-30 13F CMS ENERGY COM 125896100 242,786 141,133 138.84 12,894 115.91 0.0232
2023-08-11 2023-06-30 13F CMS ENERGY COM 125896100 101,653 -2,212 -2.13 5,972 -6.32 0.0104
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 103,865 10,483 11.23 6,375 7.81 0.0118
2023-02-10 2022-12-31 13F CMS ENERGY COM 125896100 93,382 -33,334 -26.31 5,914 -19.88 0.0131
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 126,716 111,181 715.68 7,380 602.86 0.0165
2022-08-15 2022-06-30 13F CMS ENERGY COM 125896100 15,535 7,720 98.78 1,050 91.61 0.0023
2022-05-13 2022-03-31 13F CMS ENERGY COM 125896100 7,815 -93,414 -92.28 548 -91.68 0.0011
2022-02-14 2021-12-31 13F CMS ENERGY COM 125896100 101,229 6,477 6.84 6,585 16.34 0.0124
2021-11-12 2021-09-30 13F CMS ENERGY COM 125896100 94,752 -30,380 -24.28 5,660 -23.43 0.0119
2021-08-06 2021-06-30 13F CMS ENERGY COM 125896100 125,132 47,443 61.07 7,392 55.42 0.0164
2021-05-12 2021-03-31 13F CMS ENERGY COM 125896100 77,689 -123,170 -61.32 4,756 -61.19 0.0120
2021-02-08 2020-12-31 13F CMS ENERGY COM 125896100 200,859 1,419 0.71 12,254 0.05 0.0317
2020-12-04 2020-09-30 13F/A-1 CMS ENERGY COM 125896100 199,440 -23,635 -10.60 12,248 -6.02 0.0355
2020-11-06 2020-09-30 13F CMS ENERGY COM 125896100 201,897 -21,178 12,399 29,854.0352
2020-08-17 2020-06-30 13F/A-1 CMS ENERGY COM 125896100 223,075 22,189 11.05 13,032 9.84 0.0404
2020-08-11 2020-06-30 13F CMS ENERGY COM 125896100 137,339 -63,547 8,621 23,384.9214
2020-05-14 2020-03-31 13F CMS ENERGY COM 125896100 200,886 51,888 34.82 11,865 25.38 0.0436
2020-02-06 2019-12-31 13F CMS ENERGY COM 125896100 148,998 -57,446 -27.83 9,463 -27.83 0.0282
2019-11-12 2019-09-30 13F CMS ENERGY COM 125896100 206,444 -4,516 -2.14 13,112 8.26 0.0335
2019-08-14 2019-06-30 13F CMS ENERGY COM 125896100 210,960 9,490 4.71 12,112 9.08 0.0396
2019-05-15 2019-03-31 13F CMS ENERGY COM 125896100 201,470 27,725 15.96 11,104 31.97 0.0373
2019-02-13 2018-12-31 13F CMS ENERGY COM 125896100 173,745 5,374 3.19 8,414 2.30 0.0300
2018-11-08 2018-09-30 13F CMS ENERGY COM 125896100 168,371 -59,589 -26.14 8,225 -23.69 0.0298
2018-08-03 2018-06-30 13F CMS ENERGY COM 125896100 227,960 8,020 3.65 10,778 8.20 0.0366
2018-05-11 2018-03-31 13F CMS ENERGY COM 125896100 219,940 -19,468 -8.13 9,961 -12.04 0.0382
2018-02-08 2017-12-31 13F CMS ENERGY COM 125896100 239,408 13,800 6.12 11,324 8.36 0.0393
2017-11-06 2017-09-30 13F CMS ENERGY COM 125896100 225,608 16,563 7.92 10,450 8.09 0.0371
2017-07-31 2017-06-30 13F CMS ENERGY COM 125896100 209,045 -10,444 -4.76 9,668 -1.55 0.0385
2017-05-05 2017-03-31 13F CMS ENERGY COM 125896100 219,489 25,875 13.36 9,820 21.87 0.0430
2017-02-02 2016-12-31 13F CMS ENERGY COM 125896100 193,614 8,657 4.68 8,058 3.71 0.0390
2016-11-04 2016-09-30 13F CMS ENERGY COM 125896100 184,957 18,102 10.85 7,770 1.56 0.0395
2016-08-11 2016-06-30 13F CMS ENERGY COM 125896100 166,855 45,326 37.30 7,651 48.36 0.0459
2016-05-10 2016-03-31 13F/A-1 CMS ENERGY COM 125896100 121,529 -60,983 -33.41 5,157 -21.70 0.0321
2016-02-03 2015-12-31 13F CMS ENERGY COM 125896100 182,512 -16,099 -8.11 6,586 -6.12 0.0401
2015-11-02 2015-09-30 13F/A-1 CMS ENERGY COM 125896100 198,611 -27,234 -12.06 7,015 -2.45 0.0644
2015-10-30 2015-09-30 13F CMS ENERGY COM 125896100 198,611 7,016
2015-08-07 2015-06-30 13F/A-1 CMS ENERGY COM 125896100 225,845 66,075 41.36 7,191 28.87 0.0650
2015-08-04 2015-06-30 13F CMS ENERGY COM 125896100 225,845 66,075 7,191 0.0650
2015-05-14 2015-03-31 13F/A-1 CMS ENERGY COM 125896100 159,770 9,691 6.46 5,580 7.02 0.0485
2015-05-01 2015-03-31 13F CM FIN COM 125896100 159,770 5,580
2015-02-10 2014-12-31 13F CMS ENERGY COM 125896100 150,079 150,079 5,214 0.0461
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.