CMS ENERGY CORP CMS
$77.73
+2.4% 52w: $66.54 – $79.32
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data66.5472.9379.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
800
+0 QoQ
13F value
$23.12B
+12.2% QoQ
Smart-money holders
25
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
3.3×
$57.3M calls / $17.2M puts
Institutional value by quarter
Number of holders
Who owns CMS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 33.6M | $2.60B | 0.0% | +2.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 19.9M | $1.54B | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 18.8M | $1.46B | 0.1% | — |
| STATE STREET CORP | Index provider | 18.1M | $1.40B | 0.0% | +1.8% |
| JPMORGAN CHASE & CO | Bank broker | 15.8M | $1.22B | 0.1% | -5.2% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 8.5M | $659.2M | 0.0% | +2.5% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Other | 8.1M | $631.1M | 0.6% | +17.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 7.6M | $614.3M | 0.2% | -7.8% |
| DEUTSCHE BANK AG\ | Bank broker | 7.7M | $600.9M | 0.2% | +6.8% |
| Invesco Ltd. | Index provider | 7.6M | $593.1M | 0.1% | +2.2% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 6.8M | $530.6M | 0.3% | -7.4% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 6.7M | $516.4M | 0.1% | +13011.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.4M | $420.6M | 0.1% | -3.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.9M | $382.7M | 0.1% | +0.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 4.8M | $370.7M | 0.0% | +16.7% |
| MORGAN STANLEY | Bank broker | 4.7M | $365.7M | 0.0% | +2.2% |
| GQG Partners LLC ★2 | Fundamental diversified | 4.4M | $342.3M | 0.5% | -2.4% |
| Pictet Asset Management Holding SA | Diversified mechanical | 4.2M | $323.3M | 0.3% | +16.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.7M | $284.6M | 0.0% | +7.8% |
| LORD, ABBETT & CO. LLC | Other | 3.3M | $256.7M | 0.9% | -0.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 3.1M | $241.2M | 0.1% | -0.9% |
| FIL Ltd | Other | 3.0M | $235.5M | 0.2% | +0.8% |
| BARCLAYS PLC | Bank broker | 3.0M | $232.4M | 0.1% | +368.8% |
| NORTHERN TRUST CORP | Index provider | 2.7M | $211.4M | 0.0% | -3.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 2.6M | $201.4M | 0.0% | -27.6% |
| Legal & General Group Plc | Diversified mechanical | 2.6M | $200.5M | 0.0% | -2.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.5M | $196.6M | 0.0% | -4.9% |
| REAVES W H & CO INC ★2 | Fundamental diversified | 2.1M | $164.0M | 2.7% | +1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.1M | $159.5M | 0.0% | +3.4% |
| Magellan Asset Management Ltd ★2 | Fundamental diversified | 2.0M | $156.7M | 2.0% | +698.7% |
| PARNASSUS INVESTMENTS, LLC ★2 | Fundamental diversified | 2.0M | $151.5M | 0.4% | +32.6% |
| UBS Group AG | Bank broker | 1.9M | $146.3M | 0.0% | +62.3% |
| FRANKLIN RESOURCES INC | Long only active | 1.8M | $136.5M | 0.0% | -6.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.7M | $133.7M | 0.0% | — |
| JENNISON ASSOCIATES LLC | Other | 1.6M | $123.2M | 0.1% | -2.0% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.6M | $122.7M | 0.0% | +3.3% |
| Amundi | Diversified mechanical | 1.6M | $122.4M | 0.0% | -4.0% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Other | 1.5M | $112.8M | 1.2% | Held |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 1.4M | $112.4M | 0.2% | -32.6% |
| DekaBank Deutsche Girozentrale | Diversified mechanical | 1.3M | $105.2M | 0.2% | Held |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC ★2 | Fundamental diversified | 1.3M | $103.4M | 1.5% | -10.0% |
| iA Global Asset Management Inc. | Other | 1.3M | $102.7M | 1.5% | Held |
| FMR LLC | Long only active | 1.2M | $89.5M | 0.0% | +18.2% |
| Soroban Capital Partners LP ★3 | Fundamental concentrated | 1.1M | $82.1M | 0.6% | Held |
| BAHL & GAYNOR INC | Other | 1.0M | $81.1M | 0.4% | +15.5% |
| SOROS FUND MANAGEMENT LLC ★2 | Value conviction | 1.0M | $80.2M | 1.5% | -6.5% |
| Qube Research & Technologies Ltd | Quant stat arb | 1.0M | $79.9M | 0.1% | -31.5% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Other | 1.0M | $79.4M | 0.8% | +28.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.0M | $78.6M | 0.0% | -9.3% |
| Nuveen, LLC | Diversified mechanical | 990.2K | $76.8M | 0.0% | -9.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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