Security record
CMS
CMS Energy Corporation · Utilities · Regulated Electric
154Tracked holders
-3Δ holders
262.53MShares held
$19.66BReported value
+5New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -1.9% ·
share flow +1.5% ·
net new positions -1.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 154 | -3 | 262.53M | $19.66B | +5 | −7 |
| Q1 2026 | 159 | +1 | 254.62M | $18.52B | +4 | −4 |
| Q4 2025 | 157 | -1 | 270.23M | $17.90B | +1 | −1 |
| Q3 2025 | 22 | +2 | 156.99M | $11.50B | +3 | −2 |
| Q2 2025 | 18 | +1 | 110.44M | $7.65B | +1 | — |
| Q1 2025 | 14 | +1 | 47.28M | $3.55B | +2 | −1 |
| Q4 2024 | 13 | +1 | 42.28M | $2.82B | +1 | — |
| Q3 2024 | 11 | -2 | 21.34M | $1.51B | — | −2 |
| Q2 2024 | 13 | — | 14.99M | $890.96M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ ×23 |
| 2 | Vanguard Capital Management Llc | 20.17M | +1.5% | $1.54B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 17.71M | -2.2% | $1.35B | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 4 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ ×20 |
| 5 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ ×9 |
| 6 | Geode Capital Management ✦ (passive) | 8.74M | +2.5% | $666.15M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ ×11 |
| 8 | DZ BANK AG Deutsche Zentral… | 7.88M | -3.1% | $603.02M | 0.5% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 10 | Massachusetts Financial Services Co… | 7.24M | -5.1% | $576.01M | 0.2% | ▼ Trim | 3 | SEC ↗ ×6 |
| 11 | Victory Capital Management Inc | 6.60M | -3.6% | $504.58M | 0.3% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Ameriprise Financial Inc | 6.46M | +31.0% | $494.03M | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 13 | Capital International Investors | 5.30M | New | $405.65M | 0.1% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 5.25M | -3.3% | $401.25M | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 15 | Goldman Sachs Group ✦ | 4.84M | +1.4% | $370.57M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 16 | Norges Bank ✦ (passive) | 4.84M | New | $370.04M | 0.0% | New | 1 | SEC ↗ |
| 17 | GQG Partners LLC | 4.75M | +7.7% | $363.39M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 18 | Pictet Asset Management Holding SA | 4.27M | +2.4% | $326.54M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 4.07M | -13.7% | $311.38M | 0.0% | ▼ Trim | 4 | SEC ↗ ×21 |
| 20 | Bank Of America Corp /De/ | 3.53M | -3.7% | $270.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 21 | UBS AM, a distinct business unit of… | 3.19M | +2.5% | $243.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 22 | FIL Ltd | 2.66M | -12.5% | $203.15M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Northern Trust Corp | 2.65M | -2.9% | $202.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 24 | Legal & General Group Plc | 2.48M | -4.2% | $189.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Bank of New York Mellon Corp | 4.53M | -4.6% | $187.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×24 |
| 26 | Parnassus Investments, Llc | 2.22M | +13.7% | $169.81M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 27 | Barclays Plc | 2.18M | -27.4% | $166.44M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Charles Schwab Investment… | 2.11M | +2.7% | $161.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | AQR Capital Management ✦ | 1.86M | +132.7% | $142.14M | 0.1% | ▲ Add | 9 | SEC ↗ ×6 |
| 30 | Franklin Resources Inc | 1.77M | +0.5% | $135.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 31 | Raymond James Financial Inc | 1.70M | +358.6% | $130.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 32 | UBS Group AG | 1.70M | -9.7% | $130.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 33 | T. Rowe Price ✦ | 1.69M | -35.0% | $129.15M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 34 | Dimensional Fund Advisors Lp | 1.65M | +4.2% | $126.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 35 | Jennison Associates Llc | 1.52M | -4.4% | $116.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Balyasny Asset Management L.P. | 1.43M | +198.2% | $109.16M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 37 | Amundi | 1.41M | -10.8% | $107.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 38 | Nomura Asset Management… | 1.31M | -9.8% | $99.93M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 39 | PFA Pension, Forsikringsaktieselskab | 1.24M | New | $94.98M | 0.2% | New | 1 | SEC ↗ |
| 40 | Hsbc Holdings Plc | 1.19M | +143.1% | $91.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 41 | Soroban Capital Partners LP | 1.06M | 0.0% | $81.00M | 0.6% | Held | 3 | SEC ↗ |
| 42 | Assenagon Asset Management S.A. | 1.04M | +21026.7% | $79.29M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Royal Bank Of Canada | 1.02M | +1.1% | $78.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 44 | Nuveen, LLC | 983.64K | -0.7% | $75.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 45 | Soros Fund Management ✦ | 970.36K | -6.2% | $74.23M | 1.2% | ▼ Trim | 4 | SEC ↗ |
| 46 | Aviva Plc | 941.92K | +0.6% | $72.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 47 | Swiss National Bank | 869.40K | -2.6% | $66.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Aberdeen Group plc | 831.67K | -9.1% | $63.62M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 49 | Mitsubishi UFJ Asset Management… | 769.02K | +11.3% | $58.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | First Trust Advisors Lp | 764.25K | -19.3% | $58.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Sumitomo Mitsui Trust Group, Inc. | 715.41K | +1.2% | $54.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 711.61K | +74.3% | $54.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | Bnp Paribas Financial Markets | 687.71K | +19.2% | $52.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 661.36K | -42.7% | $50.59M | 0.0% | ▼ Trim | 5 | SEC ↗ ×6 |
| 55 | Rhumbline Advisers | 655.41K | +0.5% | $50.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 653.74K | +11.3% | $50.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 57 | Bank Of Nova Scotia | 644.13K | +76.2% | $49.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 58 | Td Asset Management Inc | 610.11K | -24.7% | $46.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 581.65K | -0.6% | $44.50M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 60 | 1832 Asset Management L.P. | 563.12K | +38.8% | $43.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 61 | California Public Employees… | 561.07K | -11.4% | $42.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Healthcare Of Ontario Pension Plan… | 552.41K | -11.5% | $42.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 63 | Qube Research & Technologies Ltd | 517.45K | -49.8% | $39.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | LPL Financial LLC | 504.22K | +10.1% | $38.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Citigroup Inc | 444.28K | +14.9% | $33.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 66 | Envestnet Asset Management Inc | 441.09K | +7.0% | $33.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | CIBC Bancorp USA Inc. | 435.76K | +411.8% | $33.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 68 | Principal Financial Group Inc | 415.44K | -7.3% | $31.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 69 | Neuberger Berman Group LLC | 400.36K | +75.8% | $30.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Universal- Beteiligungs- und… | 399.77K | +3.8% | $30.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Canada Pension Plan Investment Board | 369.00K | -1.2% | $28.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Us Bancorp \De\ | 353.97K | -1.9% | $27.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 73 | Alliancebernstein L.P. | 342.57K | -0.1% | $26.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Allspring Global Investments… | 347.47K | +7.5% | $26.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 75 | Truist Financial Corp | 322.14K | -14.5% | $24.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 76 | Russell Investments Group, Ltd. | 318.57K | +26.1% | $24.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 77 | Adage Capital Partners ✦ | 275.36K | +3154.5% | $21.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | CIBC Asset Management Inc | 264.95K | -16.3% | $20.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Ensign Peak Advisors, Inc | 263.84K | -5.3% | $20.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | State Board Of Administration Of… | 253.28K | -1.2% | $19.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | State Of Wisconsin Investment Board | 4.16M | +31.1% | $17.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 82 | Manufacturers Life Insurance… | 204.08K | -0.6% | $15.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Asset Management One Co., Ltd. | 202.98K | +13.5% | $15.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Mitsubishi UFJ Trust & Banking Corp | 198.88K | +5.7% | $15.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Wealthfront Advisers LLC | 178.05K | -7.7% | $13.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Sei Investments Co | 169.27K | +92.8% | $12.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 87 | American Century Companies Inc | 164.91K | -33.1% | $12.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Corient Private Wealth LP | 163.46K | +4.6% | $12.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Gotham Asset Management ✦ | 151.32K | +79.5% | $11.58M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 90 | Chevy Chase Trust Holdings, LLC | 149.23K | -1.1% | $11.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 91 | Fifth Third Bancorp | 148.98K | -4.6% | $11.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 92 | Tidal Investments LLC | 147.46K | -2.7% | $11.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Prudential Financial Inc | 146.39K | -37.1% | $11.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 94 | Creative Planning | 138.83K | +36.2% | $10.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 95 | Marshall Wace ✦ | 137.06K | New | $10.49M | 0.0% | New | 1 | SEC ↗ ×3 |
| 96 | Nomura Asset Management Co Ltd | 136.17K | +7.1% | $10.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 97 | Citadel Advisors ✦ | 133.23K | +55.7% | $10.19M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 98 | New York State Common Retirement… | 130.64K | +3.2% | $9.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Toronto Dominion Bank | 130.27K | +10.7% | $9.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 100 | National Bank Of Canada /Fi/ | 112.59K | -33.5% | $8.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Capital International… | $405.65M | 0.1% |
| Norges Bank | $370.04M | 0.0% |
| PFA Pension… | $94.98M | 0.2% |
| Marshall Wace | $10.49M | 0.0% |
Exited
| BROOKFIELD Corp /ON/ | $28.13M | was 0.0% |
| Man Group plc | $16.99M | was 0.0% |
| Caisse De Depot Et Placement… | $8.32M | was 0.0% |
| Bridgewater Associates | $2.76M | was 0.0% |
| Robeco Institutional Asset… | $1.47M | was 0.0% |
| LMR Partners LLP | $905,048 | was 0.0% |
| Kayne Anderson Rudnick… | $621 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 792 holders, 281.77M shares, $20.99B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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