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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
157Tracked holders
-1Δ holders
270.23MShares held
$17.90BReported value
+1New positions
−1Exits
Falling Conviction score 47/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

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
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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 40.67M +3.8% $2.84B 0.0% ▲ Add 3 SEC ↗
2 The Vanguard Group (passive) 40.67M +3.8% $2.84B 0.0% ▲ Add 3 SEC ↗
3 The Vanguard Group (passive) 40.67M +3.8% $2.84B 0.0% ▲ Add 3 SEC ↗
4 The Vanguard Group (passive) 40.67M +3.8% $2.84B 0.0% ▲ Add 3 SEC ↗
5 The Vanguard Group (passive) 40.67M +3.8% $2.84B 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
12 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
13 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
14 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
15 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
16 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
17 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
18 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
19 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
20 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
21 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
22 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
23 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
24 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
25 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
26 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
27 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
28 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
29 BlackRock (passive) 32.61M +5.1% $2.28B 0.0% ▲ Add 3 SEC ↗
30 State Street Global Advisors (passive) 17.78M -0.1% $1.24B 0.0% ▼ Trim 5 SEC ↗
31 State Street Global Advisors (passive) 17.78M -0.1% $1.24B 0.0% ▼ Trim 5 SEC ↗
32 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
33 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
34 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
35 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
36 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
37 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
38 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
39 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
40 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
41 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
42 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
43 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
44 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
45 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
46 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
47 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
48 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
49 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
50 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
51 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
52 JPMorgan Chase 16.70M -55.9% $1.17B 0.1% ▼ Trim 2 SEC ↗
53 Geode Capital Management (passive) 8.32M +2.3% $579.90M 0.0% ▲ Add 7 SEC ↗
54 Geode Capital Management (passive) 8.32M +2.3% $579.90M 0.0% ▲ Add 7 SEC ↗
55 Massachusetts Financial Services Co… 8.27M $578.49M 0.2% n/c 1 SEC ↗
56 Massachusetts Financial Services Co… 8.27M $578.49M 0.2% n/c 1 SEC ↗
57 Massachusetts Financial Services Co… 8.27M $578.49M 0.2% n/c 1 SEC ↗
58 Massachusetts Financial Services Co… 8.27M $578.49M 0.2% n/c 1 SEC ↗
59 Massachusetts Financial Services Co… 8.27M $578.49M 0.2% n/c 1 SEC ↗
60 Massachusetts Financial Services Co… 8.27M $578.49M 0.2% n/c 1 SEC ↗
61 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
62 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
63 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
64 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
65 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
66 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
67 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
68 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
69 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
70 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
71 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
72 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
73 Invesco Ltd. 7.48M $523.22M 0.0% n/c 1 SEC ↗
74 Victory Capital Management Inc 7.39M $516.55M 0.3% n/c 1 SEC ↗
75 Victory Capital Management Inc 7.39M $516.55M 0.3% n/c 1 SEC ↗
76 Victory Capital Management Inc 7.39M $516.55M 0.3% n/c 1 SEC ↗
77 Victory Capital Management Inc 7.39M $516.55M 0.3% n/c 1 SEC ↗
78 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
79 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
80 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
81 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
82 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
83 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
84 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
85 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
86 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
87 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
88 Deutsche Bank Ag\ 7.25M $506.93M 0.2% n/c 1 SEC ↗
89 DZ BANK AG Deutsche Zentral… 6.95M $486.16M 0.4% n/c 1 SEC ↗
90 DZ BANK AG Deutsche Zentral… 6.95M $486.16M 0.4% n/c 1 SEC ↗
91 DZ BANK AG Deutsche Zentral… 6.95M $486.16M 0.4% n/c 1 SEC ↗
92 Wells Fargo & Company/Mn 5.62M $393.30M 0.1% n/c 1 SEC ↗
93 Wells Fargo & Company/Mn 5.62M $393.30M 0.1% n/c 1 SEC ↗
94 Wells Fargo & Company/Mn 5.62M $393.30M 0.1% n/c 1 SEC ↗
95 Wells Fargo & Company/Mn 5.62M $393.30M 0.1% n/c 1 SEC ↗
96 Wells Fargo & Company/Mn 5.62M $393.30M 0.1% n/c 1 SEC ↗
97 Wells Fargo & Company/Mn 5.62M $393.30M 0.1% n/c 1 SEC ↗
98 Wells Fargo & Company/Mn 5.62M $393.30M 0.1% n/c 1 SEC ↗
99 Ameriprise Financial Inc 4.90M $342.37M 0.1% n/c 1 SEC ↗
100 Ameriprise Financial Inc 4.90M $342.37M 0.1% n/c 1 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

Adage Capital Partners $19.96M was 0.0%

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: Q4 2025 · Methodology · Get this via the API