CMS 에너지 공사
US ˙ NYSE ˙ US1258961002

SecurityCMS / CMS Energy Corporation
InstitutionGWM Advisors LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
GWM Advisors LLC closes position in CMS / CMS Energy Corporation

On May 15, 2026 - GWM Advisors LLC filed a 13F-HR form disclosing ownership of 0 shares of CMS Energy Corporation (US:CMS) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 26,154 shares of CMS Energy Corporation. The current value of the position is $0 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)
2026-05-15 2026-03-31 13F CMS ENERGY Common Stock 125896100 0 -100.00 0
2026-02-18 2025-12-31 13F CMS ENERGY Common Stock 125896100 26,154 2,245 9.39 1,829 4.40 0.0066
2025-11-17 2025-09-30 13F CMS ENERGY Common Stock 125896100 23,909 -1,461 -5.76 1,752 -0.34 0.0080
2025-08-14 2025-06-30 13F CMS ENERGY Common Stock 125896100 25,370 -1,425 -5.32 1,758 -12.67 0.0091
2025-05-15 2025-03-31 13F CMS ENERGY Common Stock 125896100 26,795 -421 -1.55 2,013 10.98 0.0120
2025-02-13 2024-12-31 13F CMS ENERGY COM 125896100 27,216 -11 -0.04 1,814 -5.72 0.0109
2024-11-14 2024-09-30 13F CMS ENERGY COM 125896100 27,227 -284 -1.03 1,923 17.47 0.0125
2024-08-16 2024-06-30 13F CMS ENERGY COM 125896100 27,511 -3,049 -9.98 1,638 -11.18 0.0119
2024-05-14 2024-03-31 13F CMS ENERGY COM 125896100 30,560 628 2.10 1,844 6.41 0.0161
2024-02-13 2023-12-31 13F CMS ENERGY Common Stock 125896100 29,932 1,839 6.55 1,733 16.09 0.0164
2023-11-14 2023-09-30 13F CMS ENERGY Common Stock 125896100 28,093 5,212 22.78 1,492 11.01 0.0164
2023-08-14 2023-06-30 13F CMS ENERGY Common Stock 125896100 22,881 -2,945 -11.40 1,344 -15.21 0.0152
2023-05-12 2023-03-31 13F CMS ENERGY COM 125896100 25,826 -15,572 -37.62 1,585 40.51 0.0198
2023-02-14 2022-12-31 13F CMS ENERGY Common Stock 125896100 41,398 21,296 105.94 1,128 -3.67 0.0304
2022-11-14 2022-09-30 13F CMS ENERGY COM 125896100 20,102 -483 -2.35 1,171 -15.76 0.0192
2022-08-09 2022-06-30 13F CMS ENERGY Common Stock 125896100 20,585 -9,494 -31.56 1,390 -33.94 0.0230
2022-05-13 2022-03-31 13F CMS ENERGY Common Stock 125896100 30,079 -810 -2.62 2,104 4.73 0.0338
2022-02-17 2021-12-31 13F CMS ENERGY Common Stock 125896100 30,889 287 0.94 2,009 9.90 0.0303
2021-10-29 2021-09-30 13F CMS ENERGY Common Stock 125896100 30,602 -14,051 -31.47 1,828 -30.71 0.0452
2021-07-22 2021-06-30 13F CMS ENERGY Common Stock 125896100 44,653 -2,089 -4.47 2,638 -7.83 0.0702
2021-04-26 2021-03-31 13F CMS ENERGY Common Stock 125896100 46,742 -311,934 -86.97 2,862 -86.92 0.0853
2021-01-27 2020-12-31 13F CMS ENERGY COM 125896100 358,676 7,078 2.01 21,882 1.34 0.7172
2020-11-03 2020-09-30 13F CMS ENERGY Common Stock 125896100 351,598 -5,211 -1.46 21,592 3.58 0.7506
2020-07-29 2020-06-30 13F CMS ENERGY Common Stock 125896100 356,809 26,573 8.05 20,845 7.44 0.8146
2020-05-04 2020-03-31 13F CMS ENERGY COM 125896100 330,236 14,822 4.70 19,401 -2.11 0.9345
2020-01-31 2019-12-31 13F CMS ENERGY Common Stock 125896100 315,414 15,128 5.04 19,820 3.21 0.7884
2019-11-06 2019-09-30 13F CMS ENERGY COM 125896100 300,286 28,413 10.45 19,204 21.98 0.8532
2019-08-05 2019-06-30 13F CMS ENERGY COM 125896100 271,873 2,492 0.93 15,744 5.23 0.9640
2019-05-14 2019-03-31 13F/A-1 CMS ENERGY COM 125896100 269,381 24,369 9.95 14,961 22.98 0.9663
2019-05-09 2019-03-31 13F CMS ENERGY COM 125896100 269,381 24,369 579
2019-01-28 2018-12-31 13F CMS ENERGY COM 125896100 245,012 10,013 4.26 12,165 5.64 0.7840
2018-10-29 2018-09-30 13F CMS ENERGY COM 125896100 234,999 19,869 9.24 11,515 11.88 0.8845
2018-07-19 2018-06-30 13F CMS ENERGY COM 125896100 215,130 17,425 8.81 10,292 15.65 0.9403
2018-05-11 2018-03-31 13F CMS ENERGY COM 125896100 197,705 28,731 17.00 8,899 13.65 1.0165
2018-02-08 2017-12-31 13F CMS ENERGY COM 125896100 168,974 8,779 5.48 7,830 5.16 1.0588
2017-11-13 2017-09-30 13F CMS ENERGY Common Stock 125896100 160,195 12,669 8.59 7,446 10.72 1.1565
2017-08-17 2017-06-30 13F/A-1 CMS ENERGY Common Stock 125896100 147,526 12,689 9.41 6,726 10.39 1.1554
2017-08-16 2017-06-30 13F DELTA AIRLINES Common Stock 125896100 147,526 12,689 6,726
2017-05-09 2017-03-31 13F CMS ENERGY COM 125896100 134,837 16,743 14.18 6,092 23.00 1.3847
2017-02-02 2016-12-31 13F CMS ENERGY COM 125896100 118,094 19,315 19.55 4,953 19.38 1.3737
2017-01-18 2016-09-30 13F/A-1 CMS ENERGY COM 125896100 98,779 19,617 24.78 4,149 14.33 1.3087
2016-10-20 2016-09-30 13F CMS ENERGY COM 125896100 100,150 4,052
2016-07-14 2016-06-30 13F CMS ENERGY COM 125896100 79,162 7,996 11.24 3,629 19.97 1.5013
2016-04-29 2016-03-31 13F CMS ENERGY COM 125896100 71,166 9,488 15.38 3,025 36.45 2.5408
2016-01-27 2015-12-31 13F CMS ENERGY COM 125896100 61,678 7,861 14.61 2,217 16.68 1.8272
2015-11-13 2015-09-30 13F CMS ENERGY COM 125896100 53,817 3,186 6.29 1,900 17.87 2.0435
2015-07-28 2015-06-30 13F CMS ENERGY COM 125896100 50,631 2,829 5.92 1,612 -3.42 1.3674
2015-06-01 2015-03-31 13F/A-1 CMS ENERGY COM 125896100 47,802 47,802 1,669 1.1886
2015-05-11 2015-03-31 13F CMS ENERGY COM 125896100 95,604 1,669
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.