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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 9 listed it in both
Shares listed
32,466,587
combined, among listed positions
Reported value
$2.5bn
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: 15 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,320,059.

Managers listing CMS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
MFS Investment Management7,630,373$614m0.21%Trimmed-641,99014 May 2026 (the filing on sec.gov)
Invesco Ltd7,645,197$593m0.06%Added+163,17112 May 2026 (the filing on sec.gov)
Wellington Management Group LLP6,655,944$516m0.10%Added+6,605,18015 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,595,975$201munder 0.1%Trimmed-987,42215 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,154,089$90munder 0.1%Added+177,41915 May 2026 (the filing on sec.gov)
Soroban Capital Partners LP1,058,781$82m0.16%Held015 May 2026 (the filing on sec.gov)
Soros Fund Management LLC1,034,397$80m0.88%Trimmed-71,97815 May 2026 (the filing on sec.gov)
AQR Capital Management LLC798,457$61munder 0.1%Added+125,79615 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC478,520$37munder 0.1%Added+472,47915 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd434,950$34munder 0.1%Trimmed-87,54218 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP404,248$31m0.25%Trimmed-551,04914 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC401,012$31m0.12%Added+307,53415 May 2026 (the filing on sec.gov)
AllianceBernstein LP342,867$24munder 0.1%Trimmed-5,38115 May 2026 (the filing on sec.gov)
Millennium Management LLC281,032$22munder 0.1%Trimmed-618,67715 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC227,773$18munder 0.1%Added+201,50427 Oct 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP221,496$17m0.06%Trimmed-4,40013 May 2026 (the filing on sec.gov)
Man Group PLC218,987$17munder 0.1%Added+114,37415 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.203,828$16munder 0.1%Added+103,92215 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC123,478$9.6munder 0.1%Added+115,36815 May 2026 (the filing on sec.gov)
Holocene Advisors LP101,269$7.9munder 0.1%Added+86,61315 May 2026 (the filing on sec.gov)
Two Sigma Investments LP92,565$7.2munder 0.1%Trimmed-23,25415 May 2026 (the filing on sec.gov)
Verition Fund Management LLC88,543$6.9munder 0.1%Trimmed-249,68415 May 2026 (the filing on sec.gov)
Citadel Advisors LLC85,557$6.6munder 0.1%Trimmed-1,669,34815 May 2026 (the filing on sec.gov)
Woodline Partners LP59,936$4.7munder 0.1%Added+8,10515 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP39,539$3.1munder 0.1%Trimmed-53,78415 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (3)

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 →