Security record · archived quarter
CMS
CMS Energy Corporation · Utilities · Regulated Electric
159Tracked holders
+1Δ holders
254.62MShares held
$18.52BReported value
+4New positions
−4Exits
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
| 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 | n/a |
| Q1 2025 | 14 | +1 | 47.28M | $3.55B | +2 | −1 |
| Q4 2024 | 13 | +1 | 42.28M | $2.82B | +1 | n/a |
| Q3 2024 | 11 | -2 | 21.34M | $1.51B | n/a | −2 |
| Q2 2024 | 13 | n/a | 14.99M | $890.96M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 33.56M | +2.9% | $2.60B | 0.0% | ▲ Add | 4 | SEC ↗ ×26 |
| 2 | Vanguard Capital Management Llc | 19.88M | n/a | $1.54B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 18.10M | +1.8% | $1.40B | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | JPMorgan Chase ✦ | 15.84M | -5.2% | $1.22B | 0.1% | ▼ Trim | 3 | SEC ↗ ×22 |
| 5 | Geode Capital Management ✦ (passive) | 8.53M | +2.5% | $659.20M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | DZ BANK AG Deutsche Zentral… | 8.14M | +17.0% | $631.13M | 0.6% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Massachusetts Financial Services Co… | 7.63M | -7.8% | $614.26M | 0.2% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | Deutsche Bank Ag\ | 7.75M | +6.8% | $600.88M | 0.2% | ▲ Add | 2 | SEC ↗ ×11 |
| 9 | Invesco Ltd. | 7.65M | +2.2% | $593.11M | 0.1% | ▲ Add | 2 | SEC ↗ ×12 |
| 10 | Victory Capital Management Inc | 6.84M | -7.4% | $530.59M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Wellington Management ✦ | 6.66M | +13011.5% | $516.37M | 0.1% | ▲ Add | 8 | SEC ↗ ×8 |
| 12 | Wells Fargo & Company/Mn | 5.42M | -3.6% | $420.64M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 13 | Ameriprise Financial Inc | 4.93M | +0.7% | $382.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 14 | Goldman Sachs Group ✦ | 4.78M | +16.8% | $370.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 15 | Morgan Stanley ✦ | 4.71M | +2.2% | $365.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×23 |
| 16 | GQG Partners LLC | 4.41M | -2.4% | $342.33M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pictet Asset Management Holding SA | 4.17M | +16.7% | $323.26M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 3.67M | +7.8% | $284.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 19 | UBS AM, a distinct business unit of… | 3.11M | -0.9% | $241.18M | 0.1% | ▼ Trim | 2 | SEC ↗ ×11 |
| 20 | FIL Ltd | 3.04M | +0.8% | $235.55M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Barclays Plc | 3.00M | +368.8% | $232.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Northern Trust Corp | 2.73M | -3.2% | $211.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 23 | T. Rowe Price ✦ | 2.60M | -27.6% | $201.40M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 24 | Legal & General Group Plc | 2.58M | -2.6% | $200.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Bank of New York Mellon Corp | 4.75M | +54.1% | $199.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×23 |
| 26 | Charles Schwab Investment… | 2.06M | +3.4% | $159.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Parnassus Investments, Llc | 1.95M | +32.6% | $151.53M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 1.89M | +62.3% | $146.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 29 | Franklin Resources Inc | 1.76M | -6.2% | $136.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 30 | Jennison Associates Llc | 1.59M | -2.0% | $123.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 1.58M | +3.3% | $122.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 32 | Amundi | 1.58M | -4.0% | $122.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 33 | Nomura Asset Management… | 1.45M | -32.6% | $112.36M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 1.15M | +18.2% | $89.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 35 | Soroban Capital Partners LP | 1.06M | 0.0% | $82.14M | 0.6% | Held | 2 | SEC ↗ |
| 36 | Soros Fund Management ✦ | 1.03M | -6.5% | $80.25M | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 1.03M | -31.5% | $79.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 1.01M | -9.3% | $78.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 39 | Nuveen, LLC | 990.21K | -9.4% | $76.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | First Trust Advisors Lp | 947.18K | -12.4% | $73.48M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Aviva Plc | 936.03K | +8.4% | $72.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Aberdeen Group plc | 914.39K | +4.2% | $70.94M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 43 | Swiss National Bank | 893.10K | +8.9% | $69.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Td Asset Management Inc | 809.96K | -5.9% | $62.84M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | AQR Capital Management ✦ | 798.46K | +18.7% | $61.34M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 706.97K | -4.2% | $54.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Mitsubishi UFJ Asset Management… | 691.10K | +9.0% | $53.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Rhumbline Advisers | 652.36K | -3.0% | $50.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | California Public Employees… | 633.28K | -16.9% | $49.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Healthcare Of Ontario Pension Plan… | 624.25K | +497.2% | $48.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 587.59K | +4.0% | $45.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 52 | Rockefeller Capital Management L.P. | 585.35K | +5.3% | $45.41M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 53 | Bnp Paribas Financial Markets | 576.97K | +1.1% | $44.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Hsbc Holdings Plc | 490.19K | -66.4% | $38.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 55 | Balyasny Asset Management L.P. | 478.52K | +7821.2% | $37.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | LPL Financial LLC | 458.00K | +3.9% | $35.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 57 | Principal Financial Group Inc | 448.02K | -3.4% | $34.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Janus Henderson Group Plc | 434.95K | -16.8% | $33.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Envestnet Asset Management Inc | 412.24K | +1.0% | $31.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Quantinno Capital Management LP | 408.21K | +53.5% | $31.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 61 | 1832 Asset Management L.P. | 405.71K | +0.1% | $31.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Citigroup Inc | 386.73K | -27.2% | $30.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 63 | Universal- Beteiligungs- und… | 385.18K | -2.2% | $29.88M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Truist Financial Corp | 376.86K | -21.9% | $29.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 65 | Canada Pension Plan Investment Board | 373.59K | +90.0% | $28.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Raymond James Financial Inc | 371.56K | +9.0% | $28.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 67 | Bank Of Nova Scotia | 365.50K | -40.4% | $28.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | BROOKFIELD Corp /ON/ | 362.64K | +752.1% | $28.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Us Bancorp \De\ | 360.71K | -1.3% | $27.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 70 | California State Teachers… | 352.16K | -1.2% | $27.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Allspring Global Investments… | 323.13K | -4.1% | $25.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Schroder Investment Management Group | 324.90K | n/a | $25.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 73 | CIBC Asset Management Inc | 316.69K | +2.2% | $24.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Alliancebernstein L.P. | 342.87K | -1.6% | $23.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Millennium Management ✦ | 281.03K | -68.8% | $21.80M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 76 | Ensign Peak Advisors, Inc | 278.48K | -8.5% | $21.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | State Board Of Administration Of… | 256.45K | 0.0% | $19.90M | 0.0% | Held | 2 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 252.69K | -17.5% | $19.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 79 | American Century Companies Inc | 246.35K | +127.5% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Prudential Financial Inc | 232.88K | -68.2% | $18.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 81 | Neuberger Berman Group LLC | 227.77K | +767.1% | $17.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | State Of Wisconsin Investment Board | 3.18M | +0.1% | $16.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Man Group plc | 218.99K | +109.3% | $16.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | BNP Paribas Asset Management… | 11.05M | +0.1% | $16.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Korea Investment CORP | 209.78K | +47.4% | $16.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Manufacturers Life Insurance… | 205.32K | -5.1% | $15.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | D. E. Shaw & Co. ✦ | 203.83K | +104.0% | $15.81M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 88 | Wealthfront Advisers LLC | 192.79K | +11.2% | $14.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Mitsubishi UFJ Trust & Banking Corp | 188.11K | +0.3% | $14.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Asset Management One Co., Ltd. | 178.84K | +1.2% | $13.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | National Bank Of Canada /Fi/ | 169.42K | -7.7% | $13.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 92 | Fifth Third Bancorp | 156.21K | +313.6% | $12.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | Corient Private Wealth LP | 156.22K | +5.8% | $11.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 94 | Zurcher Kantonalbank (Zurich… | 153.23K | -3.0% | $11.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Tidal Investments LLC | 151.55K | +6.1% | $11.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Chevy Chase Trust Holdings, LLC | 150.96K | -2.2% | $11.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | Nomura Asset Management Co Ltd | 127.20K | +5.4% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 98 | New York State Common Retirement… | 126.54K | +2.4% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Nomura Holdings Inc | 125.42K | -19.9% | $9.73M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 100 | Squarepoint Ops LLC | 123.48K | +1422.5% | $9.58M | 0.0% | ▲ Add | 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): 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: Q1 2026 ·
Methodology ·
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