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CMS — CMS ENERGY CORP

Reported value held$6.35B
Funds holding (latest)51
SectorUtilities

Index member: S&P 500

Funds holding (Q2 2026)40
Institutional value$3.31B · 114.00M sh
New / Add / Cut / Exit2 / 13 / 20 / 3
Top-5 / Top-10 concentration66.1% / 90.4%
Institutional holdings change Reducing -18.8% (-26.43M sh)
Institutional value change Up +10.2%

As of Q2 2026, 40 SEC-registered investment managers reported holding CMS (CMS ENERGY CORP) in their latest 13F filings, with a combined reported value of $3.31B across 114.00M shares. That is -18.8% by share count (-26.43M shares) versus the previous quarter, while reported value moved +10.2%. Ownership is concentrated: the five largest holders account for 66.1% of reported value and the top ten for 90.4%.

Compared with the prior quarter, 2 opened new positions, 13 added to existing stakes, 20 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

CMS is a constituent of the S&P 500 and is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 40.67M $2.84B 0.04% Add
Geode Capital Management history Q2 2026 8.74M $666.15M 0.04% Add
MFS Investment Management history Q2 2026 7.24M $576.01M 0.19% Reduce
Goldman Sachs Group history Q2 2026 4.84M $370.57M 0.03% Add
Norges Bank Investment Management history Q2 2026 4.84M $370.04M 0.04% Add
Fidelity International (FIL) history Q2 2026 2.66M $203.15M 0.15% Reduce
Northern Trust Corp history Q2 2026 2.65M $202.43M 0.02% Reduce
Legal & General Investment Management America history Q2 2026 2.48M $189.37M 0.04% Reduce
Charles Schwab Investment Management history Q2 2026 2.11M $161.45M 0.02% Add
AQR Capital Management history Q2 2026 1.86M $142.14M 0.05% Add
Balyasny Asset Management history Q2 2026 1.43M $109.16M 0.14% Add
Soros Fund Management history Q2 2026 970.36K $74.23M 1.04% Reduce
Capital Research Global Investors history Q2 2024 1.23M $73.01M 0.02% Reduce
Capital World Investors history Q4 2022 843.73K $53.45M 0.01% Hold
Janus Henderson Group history Q1 2026 434.95K $33.74M 0.02% Reduce
Citadel Advisors history Q2 2026 428.23K $32.76M 0.00% Add
Principal Global Investors history Q2 2026 415.44K $31.78M 0.02% Reduce
CPP Investments history Q2 2026 369.00K $28.23M 0.02% Reduce
BlackRock Inc history Q2 2026 16.45M $18.35M 0.00% Reduce
Point72 Asset Management history Q1 2025 15.00M $16.62M 0.04% New

View all 51 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Geode Capital Management 5.35M 5.47M 5.73M 5.94M 6.06M 6.16M 6.29M 6.51M 6.64M 6.78M 7.12M 7.40M 7.51M 7.61M 7.89M 8.02M 8.14M 8.32M 8.53M 8.74M
MFS Investment Management 2.76M 2.76M — 2.47M 2.49M 2.51M 2.53M 2.57M 2.57M 3.46M 3.42M 6.89M 7.61M 9.74M 9.63M 9.33M 8.84M 8.27M 7.63M 7.24M
Goldman Sachs Group 4.23M 3.81M 4.11M 3.45M 3.66M 2.45M 2.64M 2.50M 2.41M 3.15M 3.69M 3.97M 3.70M 3.73M 4.48M 4.01M 4.28M 4.09M 4.78M 4.84M
Norges Bank Investment Management — — — — — 1.82M — — — 1.91M — 2.15M — 2.58M — 3.45M — 4.52M — 4.84M
Fidelity International (FIL) 2.75M 2.44M 2.41M 2.15M 1.85M 2.89M 2.85M 2.89M 2.89M 2.88M 2.88M 2.85M 2.95M 2.94M 2.95M 2.96M 2.96M 3.01M 3.04M 2.66M
Northern Trust Corp 3.30M 3.13M 3.16M 3.19M 3.17M 3.23M 3.14M 2.99M 3.00M 2.91M 2.78M 2.85M 2.67M 2.99M 3.03M 2.88M 2.81M 2.82M 2.73M 2.65M
Legal & General Investment Management America 4.01M 3.98M 3.69M 3.63M 3.45M 3.37M 3.34M 3.38M 3.33M 3.94M 3.98M 3.81M 3.62M 3.09M 3.00M 2.90M 2.84M 2.65M 2.58M 2.48M
Charles Schwab Investment Management 1.39M 1.44M 1.49M 1.50M 1.54M 1.58M 1.60M 1.61M 1.64M 1.68M 1.74M 1.80M 1.82M 1.88M 1.90M 1.93M 1.94M 1.99M 2.06M 2.11M
AQR Capital Management 249.55K 254.54K 371.24K 369.14K 321.92K 170.86K 207.63K 182.40K 82.91K 131.47K 127.23K 154.75K 245.80K 309.96K 490.31K 491.28K 675.75K 672.66K 798.46K 1.86M
Balyasny Asset Management — — 12.58K 387.59K — 322.26K 1.48M 1.26M 1.72M — — 15.42K — — — — — 6.04K 478.52K 1.43M
Soros Fund Management — — — — — — — — 55.00K — — — — — — — 776.23K 1.11M 1.03M 970.36K
Citadel Advisors 32.66K 3.40K 326.11K 151.03K 1.06M 623.34K 1.17M 1.44M 2.23M 65.64K 1.18M 1.09M 39.40K 608.30K 1.64M 5.00M 3.29M 2.44M 318.46K 428.23K
Principal Global Investors 590.47K 466.20K 460.14K 365.44K 368.45K 355.79K 378.72K 360.32K 369.81K 372.36K 382.60K 379.64K 408.33K 410.91K 409.49K 448.15K 432.25K 463.63K 448.02K 415.44K
CPP Investments 398.98K 158.38K 164.10K 160.30K 156.40K 366.57K 656.12K 737.12K 556.72K 832.34K 690.29K 544.79K 561.84K 546.62K 305.50K 634.19K 190.58K 196.58K 373.59K 369.00K
BlackRock Inc — — — — — — — — — — — — 17.84M 16.94M 17.31M 26.77M 7.75M 9.82M 50.52M 16.45M
Manulife Financial 287.64K 251.31K 834.01K 751.35K 329.82K 235.46K 230.42K 226.57K 256.57K 189.49K 160.73K 187.11K 189.44K 185.89K 185.29K 387.39K 259.61K 216.31K 205.32K 204.08K
Prudential Financial 250.87K 258.66K 254.16K 253.03K 250.66K 256.49K 262.57K 265.26K 263.72K 218.21K 1.59M 918.94K 362.34K 1.12M 655.92K 645.71K 824.58K 732.17K 232.88K 146.39K
Marshall Wace — 97 — — 49.30K — 34.40K — — — 36.35K 16.00M 16.00M 16.00M 16.00M 16.00M 43.45K 99.34K — 137.06K
Bank of America Corp 2.49M 2.36M 2.09M 2.16M 2.07M 2.17M 2.29M 2.14M 2.06M 2.29M 2.40M 5.11M 4.96M 4.79M 7.81M 5.79M 4.63M 7.41M 12.35M 9.16M
Franklin Resources 7.11M 7.11M 4.91M 4.92M 4.41M 3.90M 3.90M 3.50M 3.42M 3.12M 2.92M 8.85M 9.26M 9.26M 9.26M 9.45M 9.45M 8.49M 9.00M 9.00M

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