Security record · archived quarter
CMS
CMS Energy Corporation · Utilities · Regulated Electric
157Tracked holders
-1Δ holders
270.23MShares held
$17.90BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -0.6% ·
share flow -7.7% ·
net new positions 0.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 152 | -3 | 261.03M | $19.55B | +5 | −9 |
| 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 40.67M | +3.8% | $2.84B | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 32.61M | +5.1% | $2.28B | 0.0% | ▲ Add | 3 | SEC ↗ ×24 |
| 3 | State Street Global Advisors ✦ (passive) | 17.78M | -0.1% | $1.24B | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 4 | JPMorgan Chase ✦ | 16.70M | -55.9% | $1.17B | 0.1% | ▼ Trim | 2 | SEC ↗ ×21 |
| 5 | Geode Capital Management ✦ (passive) | 8.32M | +2.3% | $579.90M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Massachusetts Financial Services Co… | 8.27M | — | $578.49M | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 7 | Invesco Ltd. | 7.48M | — | $523.22M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 8 | Victory Capital Management Inc | 7.39M | — | $516.55M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 9 | Deutsche Bank Ag\ | 7.25M | — | $506.93M | 0.2% | n/c | 1 | SEC ↗ ×11 |
| 10 | DZ BANK AG Deutsche Zentral… | 6.95M | — | $486.16M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 11 | Wells Fargo & Company/Mn | 5.62M | — | $393.30M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 12 | Ameriprise Financial Inc | 4.90M | — | $342.37M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 13 | Morgan Stanley ✦ | 4.61M | -14.7% | $322.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×24 |
| 14 | GQG Partners LLC | 4.52M | — | $316.08M | 0.5% | n/c | 1 | SEC ↗ |
| 15 | Norges Bank ✦ (passive) | 4.52M | New | $316.06M | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 4.09M | -4.4% | $286.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 17 | T. Rowe Price ✦ | 3.58M | -41.2% | $250.59M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 18 | Pictet Asset Management Holding SA | 3.57M | — | $249.74M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 3.40M | — | $237.89M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 20 | UBS AM, a distinct business unit of… | 3.14M | — | $219.47M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 21 | FIL Ltd | 3.01M | — | $210.66M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 22 | Northern Trust Corp | 2.82M | — | $196.93M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 23 | Bank of New York Mellon Corp | 3.08M | — | $186.90M | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 24 | Legal & General Group Plc | 2.65M | — | $185.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Nomura Asset Management… | 2.15M | — | $150.35M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 26 | Charles Schwab Investment… | 1.99M | — | $139.04M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Franklin Resources Inc | 1.88M | — | $131.17M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 28 | Citadel Advisors ✦ | 1.75M | -41.9% | $122.72M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 29 | Amundi | 1.64M | — | $114.88M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 30 | Jennison Associates Llc | 1.62M | — | $113.30M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 1.53M | — | $107.05M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 32 | Qube Research & Technologies Ltd | 1.50M | — | $105.24M | 0.2% | n/c | 1 | SEC ↗ |
| 33 | Parnassus Investments, Llc | 1.47M | — | $102.98M | 0.3% | n/c | 1 | SEC ↗ |
| 34 | Hsbc Holdings Plc | 1.46M | — | $102.06M | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 35 | UBS Group AG | 1.16M | — | $81.28M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 36 | Royal Bank Of Canada | 1.12M | — | $78.12M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 37 | Soroban Capital Partners LP | 1.06M | — | $77.57M | 0.6% | n/c | 1 | SEC ↗ |
| 38 | Soros Fund Management ✦ | 1.11M | +42.5% | $77.37M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 39 | Nuveen, LLC | 1.09M | — | $76.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | First Trust Advisors Lp | 1.08M | — | $75.59M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 41 | Fidelity (FMR) ✦ | 976.67K | +16.7% | $68.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 42 | Millennium Management ✦ | 899.71K | +156.6% | $62.92M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 43 | Aberdeen Group plc | 877.49K | — | $61.36M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 44 | Aviva Plc | 863.09K | — | $60.36M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Td Asset Management Inc | 860.66K | — | $60.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Swiss National Bank | 820.30K | — | $57.36M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | California Public Employees… | 762.16K | — | $53.30M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Sumitomo Mitsui Trust Group, Inc. | 738.34K | — | $51.63M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Prudential Financial Inc | 732.17K | — | $51.20M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 50 | AQR Capital Management ✦ | 672.66K | -0.5% | $47.04M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 51 | Rhumbline Advisers | 672.21K | — | $47.01M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Barclays Plc | 638.91K | — | $44.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Mitsubishi UFJ Asset Management… | 633.92K | — | $44.64M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Nova Scotia | 613.02K | — | $42.87M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 570.44K | — | $39.89M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 564.76K | — | $39.49M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 57 | Assenagon Asset Management S.A. | 562.72K | — | $39.35M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 556.03K | — | $38.88M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 59 | Citigroup Inc | 531.11K | — | $37.14M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 60 | Janus Henderson Group Plc | 522.49K | — | $36.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 61 | Truist Financial Corp | 482.77K | — | $33.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 62 | Principal Financial Group Inc | 463.63K | — | $32.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | LPL Financial LLC | 440.63K | — | $30.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Envestnet Asset Management Inc | 408.09K | — | $28.54M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | 1832 Asset Management L.P. | 405.31K | — | $28.34M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Universal- Beteiligungs- und… | 393.94K | — | $27.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | Us Bancorp \De\ | 365.44K | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 68 | Toronto Dominion Bank | 356.65K | — | $24.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | California State Teachers… | 356.50K | — | $24.93M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Alliancebernstein L.P. | 348.25K | — | $24.35M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Raymond James Financial Inc | 340.86K | — | $23.84M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 72 | Allspring Global Investments… | 336.98K | — | $23.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | CIBC Asset Management Inc | 309.86K | — | $21.65M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 306.45K | — | $21.44M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 75 | Ensign Peak Advisors, Inc | 304.26K | — | $21.28M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 265.88K | — | $18.59M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | State Board Of Administration Of… | 256.45K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | State Of Wisconsin Investment Board | 3.17M | — | $15.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Manufacturers Life Insurance… | 216.31K | — | $15.13M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | BNP Paribas Asset Management… | 11.04M | — | $14.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Canada Pension Plan Investment Board | 196.58K | — | $13.75M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mitsubishi UFJ Trust & Banking Corp | 187.46K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | National Bank Of Canada /Fi/ | 183.53K | — | $12.83M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 84 | Asset Management One Co., Ltd. | 176.75K | — | $12.39M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Wealthfront Advisers LLC | 173.40K | — | $12.13M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Zurcher Kantonalbank (Zurich… | 157.95K | — | $11.05M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Nomura Holdings Inc | 156.64K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Chevy Chase Trust Holdings, LLC | 154.29K | — | $10.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 89 | Tidal Investments LLC | 142.79K | — | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Korea Investment CORP | 142.35K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | New York State Common Retirement… | 123.54K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Nomura Asset Management Co Ltd | 120.70K | — | $8.44M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Credit Agricole S A | 119.35K | — | $8.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Corient Private Wealth LP | 147.61K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Two Sigma Investments ✦ | 115.82K | -69.5% | $8.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 96 | Renaissance Technologies ✦ | 113.50K | -76.3% | $7.94M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 97 | HighTower Advisors, LLC | 108.63K | — | $7.60M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | American Century Companies Inc | 108.28K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Assetmark, Inc | 106.14K | — | $7.42M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Man Group plc | 104.61K | — | $7.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $316.06M | 0.0% |
Exited
| Adage Capital Partners | $19.96M | 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: Q4 2025 ·
Methodology ·
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