Security record · archived quarter
CMS
CMS Energy Corporation · Utilities · Regulated Electric
3Tracked holders
0Δ holders
997.15KShares held
$62.48MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 997.15K | $62.48M | n/a | n/a |
| 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 | 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 · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | 897.58K | -13.4% | $56.62M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 96.10K | +82.9% | $5.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | TD Waterhouse Canada Inc. | 3.47K | +7.6% | $221,157 | 0.0% | ▲ Add | 4 | 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
| No tracked exits this quarter. |
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: Q3 2026 ·
Methodology ·
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