Security record
CMS
CMS Energy Corporation · Utilities · Regulated Electric
154Tracked holders
-3Δ holders
262.53MShares held
$19.66BReported value
+5New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -1.9% ·
share flow +1.5% ·
net new positions -1.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 33.07M | -1.5% | $2.53B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Vanguard Capital Management Llc | 20.17M | +1.5% | $1.54B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passive) | 17.71M | -2.2% | $1.35B | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (passive) | 17.71M | -2.2% | $1.35B | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 16.41M | +3.6% | $1.28B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 47 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 48 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 49 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 50 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 51 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 52 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 53 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 54 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 55 | Wellington Management ✦ | 12.16M | +82.7% | $930.11M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 56 | Geode Capital Management ✦ (passive) | 8.74M | +2.5% | $666.15M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 57 | Geode Capital Management ✦ (passive) | 8.74M | +2.5% | $666.15M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 58 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 60 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 61 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 62 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 63 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 64 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 65 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 66 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 67 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 68 | Deutsche Bank Ag\ | 8.08M | +4.3% | $618.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 69 | DZ BANK AG Deutsche Zentral… | 7.88M | -3.1% | $603.02M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 70 | DZ BANK AG Deutsche Zentral… | 7.88M | -3.1% | $603.02M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 71 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Invesco Ltd. | 7.62M | -0.4% | $582.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Massachusetts Financial Services Co… | 7.24M | -5.1% | $576.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 85 | Massachusetts Financial Services Co… | 7.24M | -5.1% | $576.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 86 | Massachusetts Financial Services Co… | 7.24M | -5.1% | $576.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 87 | Massachusetts Financial Services Co… | 7.24M | -5.1% | $576.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 88 | Massachusetts Financial Services Co… | 7.24M | -5.1% | $576.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 89 | Massachusetts Financial Services Co… | 7.24M | -5.1% | $576.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 90 | Victory Capital Management Inc | 6.60M | -3.6% | $504.58M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 91 | Victory Capital Management Inc | 6.60M | -3.6% | $504.58M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 92 | Victory Capital Management Inc | 6.60M | -3.6% | $504.58M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 93 | Victory Capital Management Inc | 6.60M | -3.6% | $504.58M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 94 | Ameriprise Financial Inc | 6.46M | +31.0% | $494.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 95 | Ameriprise Financial Inc | 6.46M | +31.0% | $494.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 96 | Ameriprise Financial Inc | 6.46M | +31.0% | $494.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 97 | Ameriprise Financial Inc | 6.46M | +31.0% | $494.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 98 | Ameriprise Financial Inc | 6.46M | +31.0% | $494.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 99 | Ameriprise Financial Inc | 6.46M | +31.0% | $494.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 100 | Ameriprise Financial Inc | 6.46M | +31.0% | $494.03M | 0.1% | ▲ Add | 3 | 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
| BROOKFIELD Corp /ON/ | $28.13M | was 0.0% |
| Man Group plc | $16.99M | was 0.0% |
| Caisse De Depot Et Placement… | $8.32M | was 0.0% |
| Bridgewater Associates | $2.76M | was 0.0% |
| Robeco Institutional Asset… | $1.47M | was 0.0% |
| LMR Partners LLP | $905,048 | was 0.0% |
| Kayne Anderson Rudnick… | $621 | 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: Q2 2026 ·
Methodology ·
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