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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
159Tracked holders
+1Δ holders
254.62MShares held
$18.52BReported value
+4New positions
−4Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.6% · share flow +3.8% · net new positions 0.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
2 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
3 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
4 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
5 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
6 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
7 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
8 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
9 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
10 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
11 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
12 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
13 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
14 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
15 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
16 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
17 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
18 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
19 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
20 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
21 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
22 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
23 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
24 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
25 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
26 BlackRock (passive) 33.56M +2.9% $2.60B 0.0% ▲ Add 4 SEC ↗
27 Vanguard Capital Management Llc 19.88M $1.54B 0.0% n/c 1 SEC ↗
28 State Street Global Advisors (passive) 18.10M +1.8% $1.40B 0.0% ▲ Add 6 SEC ↗
29 State Street Global Advisors (passive) 18.10M +1.8% $1.40B 0.0% ▲ Add 6 SEC ↗
30 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
31 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
32 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
33 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
34 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
35 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
36 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
37 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
38 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
39 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
40 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
41 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
42 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
43 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
44 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
45 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
46 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
47 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
48 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
49 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
50 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
51 JPMorgan Chase 15.84M -5.2% $1.22B 0.1% ▼ Trim 3 SEC ↗
52 Geode Capital Management (passive) 8.53M +2.5% $659.20M 0.0% ▲ Add 8 SEC ↗
53 Geode Capital Management (passive) 8.53M +2.5% $659.20M 0.0% ▲ Add 8 SEC ↗
54 DZ BANK AG Deutsche Zentral… 8.14M +17.0% $631.13M 0.6% ▲ Add 2 SEC ↗
55 DZ BANK AG Deutsche Zentral… 8.14M +17.0% $631.13M 0.6% ▲ Add 2 SEC ↗
56 DZ BANK AG Deutsche Zentral… 8.14M +17.0% $631.13M 0.6% ▲ Add 2 SEC ↗
57 Massachusetts Financial Services Co… 7.63M -7.8% $614.26M 0.2% ▼ Trim 2 SEC ↗
58 Massachusetts Financial Services Co… 7.63M -7.8% $614.26M 0.2% ▼ Trim 2 SEC ↗
59 Massachusetts Financial Services Co… 7.63M -7.8% $614.26M 0.2% ▼ Trim 2 SEC ↗
60 Massachusetts Financial Services Co… 7.63M -7.8% $614.26M 0.2% ▼ Trim 2 SEC ↗
61 Massachusetts Financial Services Co… 7.63M -7.8% $614.26M 0.2% ▼ Trim 2 SEC ↗
62 Massachusetts Financial Services Co… 7.63M -7.8% $614.26M 0.2% ▼ Trim 2 SEC ↗
63 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
64 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
65 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
66 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
67 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
68 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
69 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
70 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
71 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
72 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
73 Deutsche Bank Ag\ 7.75M +6.8% $600.88M 0.2% ▲ Add 2 SEC ↗
74 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
75 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
76 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
77 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
78 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
79 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
80 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
81 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
82 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
83 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
84 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
85 Invesco Ltd. 7.65M +2.2% $593.11M 0.1% ▲ Add 2 SEC ↗
86 Victory Capital Management Inc 6.84M -7.4% $530.59M 0.3% ▼ Trim 2 SEC ↗
87 Victory Capital Management Inc 6.84M -7.4% $530.59M 0.3% ▼ Trim 2 SEC ↗
88 Victory Capital Management Inc 6.84M -7.4% $530.59M 0.3% ▼ Trim 2 SEC ↗
89 Victory Capital Management Inc 6.84M -7.4% $530.59M 0.3% ▼ Trim 2 SEC ↗
90 Wellington Management 6.66M +13011.5% $516.37M 0.1% ▲ Add 8 SEC ↗
91 Wellington Management 6.66M +13011.5% $516.37M 0.1% ▲ Add 8 SEC ↗
92 Wellington Management 6.66M +13011.5% $516.37M 0.1% ▲ Add 8 SEC ↗
93 Wellington Management 6.66M +13011.5% $516.37M 0.1% ▲ Add 8 SEC ↗
94 Wellington Management 6.66M +13011.5% $516.37M 0.1% ▲ Add 8 SEC ↗
95 Wellington Management 6.66M +13011.5% $516.37M 0.1% ▲ Add 8 SEC ↗
96 Wellington Management 6.66M +13011.5% $516.37M 0.1% ▲ Add 8 SEC ↗
97 Wellington Management 6.66M +13011.5% $516.37M 0.1% ▲ Add 8 SEC ↗
98 Wells Fargo & Company/Mn 5.42M -3.6% $420.64M 0.1% ▼ Trim 2 SEC ↗
99 Wells Fargo & Company/Mn 5.42M -3.6% $420.64M 0.1% ▼ Trim 2 SEC ↗
100 Wells Fargo & Company/Mn 5.42M -3.6% $420.64M 0.1% ▼ Trim 2 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

Norges Bank $316.06M was 0.0%
Renaissance Technologies $7.94M was 0.0%
Marshall Wace $6.95M was 0.0%
Capital International… $905,705 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: Q1 2026 · Methodology · Get this via the API