CMS
CMS Energy Corporation · Utilities · Regulated Electric
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +12.7% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 16.18M | — | $1.08B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 16.18M | — | $1.08B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 14.26M | +32.4% | $950.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 14.26M | +32.4% | $950.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 7.61M | +1.3% | $505.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 7.61M | +1.3% | $505.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 2.58M | +20.3% | $171.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 347.60K | +615.2% | $23.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 320.88K | +165.5% | $21.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 309.96K | +26.1% | $20.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 309.96K | +26.1% | $20.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 309.96K | +26.1% | $20.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 279.16K | +4154.9% | $18.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 229.66K | -34.8% | $15.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 85.48K | -1.3% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 85.48K | -1.3% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 85.48K | -1.3% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 51.08K | New | $3.40M | 0.0% | New | 1 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 27.45K | -0.4% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 9.95K | -56.5% | $663,434 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $3.40M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 426 shares, $9,414 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.