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CMS in the 13F filings

CMS Energy Corp · CUSIP 125896100

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 12 listed it in both
Shares listed
37,387,673
combined, among listed positions
Reported value
$2.9bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 10 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,921,086.

Managers listing CMS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Wellington Management Group LLP12,158,296$930m0.16%Added+5,502,35214 Aug 2026 (the filing on sec.gov)
Invesco Ltd7,616,465$583munder 0.1%Trimmed-28,73214 Aug 2026 (the filing on sec.gov)
MFS Investment Management7,242,159$576m0.18%Trimmed-388,2143 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC1,857,999$142munder 0.1%Added+1,059,54214 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,688,159$129munder 0.1%Trimmed-907,81614 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,426,976$109m0.14%Added+948,45614 Aug 2026 (the filing on sec.gov)
Soroban Capital Partners LP1,058,781$81m0.17%Held014 Aug 2026 (the filing on sec.gov)
Soros Fund Management LLC970,362$74m0.91%Trimmed-64,03514 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)661,356$51munder 0.1%Trimmed-492,73313 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC570,277$44m0.19%Added+169,26514 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd425,689$33munder 0.1%Trimmed-9,26114 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC400,364$31munder 0.1%Added+172,59127 Oct 2026 (the filing on sec.gov)
AllianceBernstein LP342,567$27munder 0.1%Trimmed-30014 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP174,489$13munder 0.1%Trimmed-47,00714 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP137,065$10munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC133,234$10munder 0.1%Added+47,6772 Sep 2026 (the filing on sec.gov)
D. E. Shaw & Co.111,555$8.5munder 0.1%Trimmed-92,27314 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP76,306$5.8munder 0.1%Trimmed-24,96314 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP72,938$5.6munder 0.1%Trimmed-331,31014 Aug 2026 (the filing on sec.gov)
Woodline Partners LP67,373$5.2munder 0.1%Added+7,43714 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP64,720$5.0munder 0.1%Added+25,18114 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP33,846$2.6munder 0.1%Trimmed-58,71914 Aug 2026 (the filing on sec.gov)
Millennium Management LLC26,905$2.1munder 0.1%Trimmed-254,12714 Aug 2026 (the filing on sec.gov)
GAMCO Investors Inc24,600$1.9munder 0.1%Trimmed-60212 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC20,437$1.6munder 0.1%Trimmed-2,02914 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CMS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$682mn.a.n.a.
Q3 20139$769mn.a.n.a.
Q4 20133$682mn.a.n.a.
Q1 20147$810mn.a.n.a.
Q2 20145$840mn.a.n.a.
Q3 20146$1.4bnn.a.n.a.
Q4 20147$1.5bnn.a.n.a.
Q1 20159$1.3bnn.a.n.a.
Q2 20155$482mn.a.n.a.
Q3 20154$862mn.a.n.a.
Q4 20157$935mn.a.n.a.
Q1 20169$1.2bnn.a.n.a.
Q2 20169$1.4bnn.a.n.a.
Q3 20169$1.1bnn.a.n.a.
Q4 20169$1.1bnn.a.n.a.
Q1 201713$1.2bnn.a.n.a.
Q2 201714$1.2bnn.a.n.a.
Q3 201714$1.1bnn.a.n.a.
Q4 201715$987mn.a.n.a.
Q1 201814$1.0bnn.a.n.a.
Q2 201813$1.4bnn.a.n.a.
Q3 201815$1.9bnn.a.n.a.
Q4 201814$1.6bnn.a.n.a.
Q1 201914$2.0bnn.a.n.a.
Q2 201917$2.1bnn.a.n.a.
Q3 201919$2.3bnn.a.n.a.
Q4 201916$2.1bnn.a.n.a.
Q1 202020$2.0bnn.a.n.a.
Q2 202018$2.1bnn.a.n.a.
Q3 202017$1.8bnn.a.n.a.
Q4 202011$1.6bnn.a.n.a.
Q1 202116$1.7bnn.a.n.a.
Q2 202118$2.0bnn.a.n.a.
Q3 202112$2.1bnn.a.n.a.
Q4 202111$2.4bnn.a.n.a.
Q1 202215$2.4bnn.a.n.a.
Q2 202215$2.0bnn.a.n.a.
Q3 202216$1.3bnn.a.n.a.
Q4 202216$1.4bnn.a.n.a.
Q1 202315$1.4bnn.a.n.a.
Q2 202312$1.3bnn.a.n.a.
Q3 202312$1.3bnn.a.n.a.
Q4 202310$1.5bn85
Q1 20249$1.1bn45
Q2 202410$1.2bn55
Q3 20247$1.8bn53
Q4 20248$2.2bn71
Q1 202510$2.7bn75
Q2 20259$1.8bn72
Q3 202512$2.2bn102
Q4 202510$1.7bn1818
Q1 202613$2.3bn1518
Q2 202610$2.4bn1020

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CMS and SO →CMS and D →CMS and NEE →Choose a stock to compare with CMS →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CMS, latest filings →Back to the 13F Explorer →