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Security record · archived quarter

CMS

CMS Energy Corporation · Utilities · Regulated Electric

68.74 +0.5% mkt cap $21.56B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
18Tracked holders
+1Δ holders
110.44MShares held
$7.65BReported value
+1New positions
−0Exits
Stable Conviction score 54/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow -6.3% · net new positions +5.6%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 39.04M $2.70B 0.0% n/c 1 SEC ↗
2 The Vanguard Group (passive) 39.04M $2.70B 0.0% n/c 1 SEC ↗
3 The Vanguard Group (passive) 39.04M $2.70B 0.0% n/c 1 SEC ↗
4 The Vanguard Group (passive) 39.04M $2.70B 0.0% n/c 1 SEC ↗
5 The Vanguard Group (passive) 39.04M $2.70B 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
9 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
18 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
19 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
20 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
21 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
22 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
23 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
24 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
25 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
26 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
27 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
28 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
29 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
30 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
31 BlackRock (passive) 30.83M $2.14B 0.0% n/c 1 SEC ↗
32 State Street Global Advisors (passive) 17.46M +4.7% $1.21B 0.0% ▲ Add 3 SEC ↗
33 State Street Global Advisors (passive) 17.46M +4.7% $1.21B 0.0% ▲ Add 3 SEC ↗
34 Geode Capital Management (passive) 8.02M +1.6% $553.44M 0.0% ▲ Add 5 SEC ↗
35 Geode Capital Management (passive) 8.02M +1.6% $553.44M 0.0% ▲ Add 5 SEC ↗
36 T. Rowe Price 6.97M -57.9% $482.94M 0.1% ▼ Trim 5 SEC ↗
37 T. Rowe Price 6.97M -57.9% $482.94M 0.1% ▼ Trim 5 SEC ↗
38 Norges Bank (passive) 3.45M +33.6% $238.95M 0.0% ▲ Add 5 SEC ↗
39 Citadel Advisors 2.15M +51.4% $148.63M 0.1% ▲ Add 2 SEC ↗
40 Citadel Advisors 2.15M +51.4% $148.63M 0.1% ▲ Add 2 SEC ↗
41 Citadel Advisors 2.15M +51.4% $148.63M 0.1% ▲ Add 2 SEC ↗
42 Fidelity (FMR) 658.36K $45.61M 0.0% n/c 1 SEC ↗
43 Fidelity (FMR) 658.36K $45.61M 0.0% n/c 1 SEC ↗
44 Fidelity (FMR) 658.36K $45.61M 0.0% n/c 1 SEC ↗
45 Fidelity (FMR) 658.36K $45.61M 0.0% n/c 1 SEC ↗
46 Fidelity (FMR) 658.36K $45.61M 0.0% n/c 1 SEC ↗
47 AQR Capital Management 491.28K +0.2% $33.84M 0.0% ▲ Add 5 SEC ↗
48 AQR Capital Management 491.28K +0.2% $33.84M 0.0% ▲ Add 5 SEC ↗
49 AQR Capital Management 491.28K +0.2% $33.84M 0.0% ▲ Add 5 SEC ↗
50 AQR Capital Management 491.28K +0.2% $33.84M 0.0% ▲ Add 5 SEC ↗
51 Renaissance Technologies 420.30K -34.7% $29.12M 0.0% ▼ Trim 5 SEC ↗
52 D. E. Shaw & Co. 285.67K -30.8% $19.79M 0.0% ▼ Trim 5 SEC ↗
53 D. E. Shaw & Co. 285.67K -30.8% $19.79M 0.0% ▼ Trim 5 SEC ↗
54 Two Sigma Investments 266.07K -11.1% $18.43M 0.0% ▼ Trim 3 SEC ↗
55 Two Sigma Investments 266.07K -11.1% $18.43M 0.0% ▼ Trim 3 SEC ↗
56 Millennium Management 156.56K -5.8% $10.85M 0.0% ▼ Trim 5 SEC ↗
57 Adage Capital Partners 73.96K New $5.12M 0.0% New 1 SEC ↗
58 Wellington Management 73.25K -2.0% $5.07M 0.0% ▼ Trim 5 SEC ↗
59 Wellington Management 73.25K -2.0% $5.07M 0.0% ▼ Trim 5 SEC ↗
60 Gotham Asset Management 40.53K +232.4% $2.81M 0.0% ▲ Add 5 SEC ↗
61 Arrowstreet Capital 29.42K -6.7% $2.04M 0.0% ▼ Trim 2 SEC ↗
62 GAMCO Investors 26.95K 0.0% $1.87M 0.0% Held 5 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Adage Capital Partners $5.12M 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.

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 2025 · Methodology · Get this via the API