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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 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 12 Nov 2024
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 5 listed it in both
Shares listed
26,029,137
combined, among listed positions
Reported value
$1.8bn
combined, at the quarter end

Among the 94 comparable managers: 5 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing CMS in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
T. Rowe Price Associates Inc10,770,875$761m0.09%Added+7,739,51814 Nov 2024 (the filing on sec.gov)
MFS Investment Management7,610,120$538m0.16%Added+719,09312 Nov 2024 (the filing on sec.gov)
Invesco Ltd4,547,433$321m0.06%Trimmed-42612 Nov 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP2,212,590$156m0.95%Added+53,62212 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd479,203$34munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP216,221$15m0.06%Newnew13 Nov 2024 (the filing on sec.gov)
Soroban Capital Partners LP192,695$14m0.19%Trimmed-1,250,50814 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, 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 (1)

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 →