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CMS · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CMSD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CMS
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterCMSD
Q3 202017 holders, $1.8bn20 holders, $8.7bn
Q4 202011 holders, $1.6bn28 holders, $7.2bn
Q1 202116 holders, $1.7bn26 holders, $7.4bn
Q2 202118 holders, $2.0bn21 holders, $7.5bn
Q3 202112 holders, $2.1bn16 holders, $7.2bn
Q4 202111 holders, $2.4bn18 holders, $8.2bn
Q1 202215 holders, $2.4bn19 holders, $9.3bn
Q2 202215 holders, $2.0bn20 holders, $9.3bn
Q3 202216 holders, $1.3bn17 holders, $7.5bn
Q4 202216 holders, $1.4bn24 holders, $6.3bn
Q1 202315 holders, $1.4bn19 holders, $6.1bn
Q2 202312 holders, $1.3bn12 holders, $5.7bn
Q3 202312 holders, $1.3bn12 holders, $5.4bn
Q4 202310 holders, $1.5bn15 holders, $6.4bn
Q1 20249 holders, $1.1bn10 holders, $6.5bn
Q2 202410 holders, $1.2bn9 holders, $6.2bn
Q3 20247 holders, $1.8bn14 holders, $7.4bn
Q4 20248 holders, $2.2bn13 holders, $6.5bn
Q1 202510 holders, $2.7bn16 holders, $7.0bn
Q2 20259 holders, $1.8bn10 holders, $8.8bn
Q3 202512 holders, $2.2bn8 holders, $9.8bn
Q4 202510 holders, $1.7bn12 holders, $10.5bn
Q1 202613 holders, $2.3bn11 holders, $10.4bn
Q2 202610 holders, $2.4bn13 holders, $12.4bn
CMS

CMS Energy Corp

Holders
8
Reported value
$2.2bn
Buyers
7
Sellers
1

Breadth +6 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
13
Reported value
$6.5bn
Buyers
8
Sellers
5

Breadth +3 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q4 2024

Among the 17 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CMS (4)

ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd

Only D (9)

Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, First Eagle Investment Management LLC, Marshall Wace LLP, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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