CMS ENERGY CORP · CUSIP 125896100 · CIK 1969566
As of 2026-06-30, iA Global Asset Management Inc. reported 1.43M CMS (shares), valued at $109.08M, or 1.30% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares increased 7.77%; reported value increased 6.27%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.30% | 1,425,936 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 1.45% | 1,323,167 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 1.18% | 1,323,167 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 1.30% | 1,293,167 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.42% | 1,361,949 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 1.84% | 1,421,557 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.87% | 1,598,991 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 1.93% | 1,552,732 | SEC filing ↗Filed Nov 15, 2024 |
| Q2 2024 | 1.77% | 1,555,898 | SEC filing ↗Filed Apr 8, 2025Amended |
| Q1 2024 | 0.94% | 764,234 | SEC filing ↗Filed Apr 8, 2025Amended |
| Q4 2023 | 1.03% | 770,689 | SEC filing ↗Filed Apr 8, 2025Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.03% | 770,689 | $44.75M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Apr 8, 2025 |
| Q1 2024 | 0.94% | 764,234 | $46.11M | Shares decreased 0.84%; reported value increased 3.04%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2024 | 1.77% | 1,555,898 | $92.62M | Shares increased 103.59%; reported value increased 100.86%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q3 2024 | 1.93% | 1,552,732 | $109.67M | Shares decreased 0.20%; reported value increased 18.40%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 15, 2024 |
| Q4 2024 | 1.87% | 1,598,991 | $106.57M | Shares increased 2.98%; reported value decreased 2.82%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 1.84% | 1,421,557 | $106.77M | Shares decreased 11.10%; reported value increased 0.19%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 1.42% | 1,361,949 | $94.36M | Shares decreased 4.19%; reported value decreased 11.63%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 1.30% | 1,293,167 | $94.74M | Shares decreased 5.05%; reported value increased 0.40%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 1.18% | 1,323,167 | $92.53M | Shares increased 2.32%; reported value decreased 2.33%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 1.45% | 1,323,167 | $102.65M | Shares unchanged; reported value increased 10.94%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 1.30% | 1,425,936 | $109.08M | Shares increased 7.77%; reported value increased 6.27%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.