CMS Energy Corporation
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionUbs Asset Management Americas Inc
Latest Disclosed Ownership3,108,854 shares
Latest Disclosed Value $ 241,184,893
Ubs Asset Management Americas Inc reports 0.94% decrease in ownership of CMS / CMS Energy Corporation

On May 13, 2026 - Ubs Asset Management Americas Inc filed a 13F-HR form disclosing ownership of 3,108,854 shares of CMS Energy Corporation (US:CMS) valued at $241,184,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,138,379 shares of CMS Energy Corporation. This represents a change in shares of -0.94% during the quarter. The current value of the position is $223,961,842 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 3,108,854 -29,525 -0.94 241,185 9.90 0.0075
2026-02-13 2025-12-31 13F CMS ENERGY COM 125896100 3,138,379 -270,493 -7.93 219,467 -12.12 0.0464
2025-11-14 2025-09-30 13F CMS ENERGY COM 125896100 3,408,872 -1,214,674 -26.27 249,734 -22.04 0.0542
2025-08-14 2025-06-30 13F CMS ENERGY COM 125896100 4,623,546 1,216,394 35.70 320,319 25.17 0.0648
2025-05-19 2025-03-31 13F CMS ENERGY COM 125896100 3,407,152 783,077 29.84 255,911 46.32 0.0655
2025-02-14 2024-12-31 13F CMS ENERGY COM 125896100 2,624,075 468,233 21.72 174,895 14.86 0.0408
2024-11-14 2024-09-30 13F CMS ENERGY COM 125896100 2,155,842 18,403 0.86 152,267 19.67 0.0391
2024-08-14 2024-06-30 13F CMS ENERGY COM 125896100 2,137,439 746,145 53.63 127,242 51.57 0.0365
2024-05-15 2024-03-31 13F CMS ENERGY EQUITY US CM 125896100 1,391,294 -67,442 -4.62 83,951 -0.89 0.0298
2024-02-14 2023-12-31 13F CMS ENERGY EQUITY US CM 125896100 1,458,736 -65,637 -4.31 84,709 4.63 0.0333
2023-11-13 2023-09-30 13F CMS ENERGY EQUITY US CM 125896100 1,524,373 325,933 27.20 80,959 10.06 0.0363
2023-08-11 2023-06-30 13F CMS ENERGY EQUITY US CM 125896100 1,198,440 0 0.00 73,560 0.00 0.0356
2023-05-15 2023-03-31 13F CMS ENERGY EQUITY US CM 125896100 1,198,440 22,788 1.94 73,560 -1.20 0.0356
2023-02-14 2022-12-31 13F CMS ENERGY EQUITY US CM 125896100 1,175,652 -77,877 -6.21 74,454 1.98 0.0390
2022-11-14 2022-09-30 13F CMS ENERGY EQUITY US CM 125896100 1,253,529 -43,382 -3.35 73,006 -16.60 0.0410
2022-08-12 2022-06-30 13F CMS ENERGY EQUITY US CM 125896100 1,296,911 -103,036 -7.36 87,541 -10.59 0.0459
2022-05-16 2022-03-31 13F CMS ENERGY EQUITY US CM 125896100 1,399,947 81,131 6.15 97,912 14.13 0.0419
2022-02-14 2021-12-31 13F CMS ENERGY EQUITY US CM 125896100 1,318,816 -153,233 -10.41 85,789 -2.43 0.0328
2021-11-15 2021-09-30 13F CMS ENERGY EQUITY US CM 125896100 1,472,049 250,920 20.55 87,925 21.87 0.0364
2021-08-16 2021-06-30 13F CMS ENERGY EQUITY US CM 125896100 1,221,129 -122,870 -9.14 72,144 -12.32 0.0309
2021-05-14 2021-03-31 13F CMS ENERGY EQUITY US CM 125896100 1,343,999 -62,670 -4.46 82,280 -4.13 0.0364
2021-03-01 2020-12-31 13F/A-1 CMS ENERGY EQUITY US CM 125896100 1,406,669 -359,484 -20.35 85,821 -20.87 0.0402
2021-02-17 2020-12-31 13F CMS ENERGY EQUITY US CM 125896100 1,766,153 0 108,459 10.2296
2020-11-13 2020-09-30 13F CMS ENERGY EQUITY US CM 125896100 1,766,153 36,346 2.10 108,459 7.33 0.0583
2020-08-14 2020-06-30 13F CMS ENERGY EQUITY US CM 125896100 1,729,807 -219,085 -11.24 101,055 -11.74 0.0617
2020-05-15 2020-03-31 13F CMS ENERGY EQUITY US CM 125896100 1,948,892 114,462 6.24 114,497 -0.67 0.0823
2020-02-14 2019-12-31 13F CMS ENERGY EQUITY US CM 125896100 1,834,430 155,946 9.29 115,276 7.39 0.0706
2019-11-14 2019-09-30 13F CMS ENERGY EQUITY US CM 125896100 1,678,484 204,910 13.91 107,339 25.79 0.0723
2019-08-15 2019-06-30 13F CMS ENERGY EQUITY US CM 125896100 1,473,574 30,636 2.12 85,335 6.48 0.0608
2019-05-14 2019-03-31 13F CMS ENERGY EQUITY US CM 125896100 1,442,938 -37,312 -2.52 80,141 9.04 0.0594
2019-02-13 2018-12-31 13F CMS ENERGY EQUITY US CM 125896100 1,480,250 75,109 5.35 73,494 6.74 0.0633
2018-11-13 2018-09-30 13F CMS ENERGY EQUITY US CM 125896100 1,405,141 16,506 1.19 68,852 4.87 0.0512
2018-08-14 2018-06-30 13F CMS ENERGY EQUITY US CM 125896100 1,388,635 88,938 6.84 65,655 11.54 0.0503
2018-05-14 2018-03-31 13F CMS ENERGY EQUITY US CM 125896100 1,299,697 171,980 15.25 58,863 10.35 0.0464
2018-02-09 2017-12-31 13F CMS ENERGY EQUITY US CM 125896100 1,127,717 90,955 8.77 53,341 11.08 0.0452
2017-11-13 2017-09-30 13F CMS ENERGY EQUITY US CM 125896100 1,036,762 44,873 4.52 48,023 4.68 0.0437
2017-08-11 2017-06-30 13F CMS ENERGY EQUITY US CM 125896100 991,889 68,867 7.46 45,875 11.09 0.0444
2017-05-04 2017-03-31 13F CMS ENERGY EQUITY US CM 125896100 923,022 78,811 9.34 41,296 17.53 0.0421
2017-03-09 2016-12-31 13F/A-1 CMS ENERGY EQUITY US CM 125896100 844,211 -73,429 -8.00 35,136 -8.86 0.0394
2017-02-14 2016-12-31 13F CMS ENERGY EQUITY US CM 125896100 844,211 35,136
2016-11-04 2016-09-30 13F CMS ENERGY EQUITY US CM 125896100 917,640 -2,456 -0.27 38,550 -8.64 0.0415
2016-11-29 2016-06-30 13F/A-1 CMS ENERGY EQUITY US CM 125896100 920,096 12,713 1.40 42,195 9.57 0.0477
2016-08-09 2016-06-30 13F CMS ENERGY EQUITY US CM 125896100 920,096 42,195
2016-05-12 2016-03-31 13F CMS ENERGY EQUITY US CM 125896100 907,383 -78,789 -7.99 38,510 8.23 0.0446
2016-02-12 2015-12-31 13F CMS ENERGY EQUITY US CM 125896100 986,172 -128,981 -11.57 35,581 -9.66 0.0406
2015-10-29 2015-09-30 13F CMS ENERGY EQUITY US CM 125896100 1,115,153 -84,660 -7.06 39,385 3.10 0.0434
2015-08-12 2015-06-30 13F CMS ENERGY EQUITY US CM 125896100 1,199,813 -23,269 -1.90 38,202 -10.53 0.0366
2015-05-04 2015-03-31 13F CMS ENERGY EQUITY US CM 125896100 1,223,082 1,223,082 0.00 42,698 0.0412
2015-02-02 2014-12-31 13F CMS ENERGY EQUITY US CM 125896100 0 -1,293,205 -100.00 0 -100.00
2014-10-28 2014-09-30 13F CMS ENERGY EQUITY US CM 125896100 1,293,205 283,684 28.10 38,356 21.98 0.0380
2014-08-13 2014-06-30 13F CMS ENERGY EQUITY US CM 125896100 1,009,521 89,717 9.75 31,445 16.75 0.0318
2014-05-23 2014-03-31 13F CMS ENERGY EQUITY US CM 125896100 919,804 93,278 11.29 26,933 21.73 0.0287
2014-01-31 2013-12-31 13F CMS ENERGY EQUITY US CM 125896100 826,526 -28,951 -3.38 22,126 -1.73 0.0253
2013-11-08 2013-09-30 13F CMS ENERGY EQUITY US CM 125896100 855,477 19,123 2.29 22,516 -0.91 0.0278
2013-08-15 2013-06-30 13F/A-1 CMS ENERGY EQUITY US CM 125896100 836,354 836,354 22,723 0.0293
2013-08-13 2013-06-30 13F CMS ENERGY EQUITY US CM 125896100 836,354 22,723 0.0298
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.