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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 Dec 2023
the date the book describes
Filed
16 Feb 2024
latest of these filings; the earliest 8 Feb 2024
Managers listing it
10
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 6 listed it in both
Shares listed
25,090,147
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

Among the 93 comparable managers: 8 buyers (opened or added shares) and 5 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 Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

10 of 10 holders

ActionFiling
Capital Research Global Investors5,593,539$325m0.08%Added+65,96613 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc5,254,860$305munder 0.1%Trimmed-94,62016 Feb 2024 (the filing on sec.gov)
Invesco Ltd4,718,124$274m0.07%Added+55,01613 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP3,931,327$228m1.50%Added+730,79714 Feb 2024 (the filing on sec.gov)
MFS Investment Management3,456,713$201m0.06%Added+883,1808 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP787,278$46m0.11%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC507,439$29m0.06%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Soroban Capital Partners LP427,802$25m0.31%Newnew14 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC316,594$18m0.12%Newnew14 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP96,471$5.6munder 0.1%Trimmed-77,74514 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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 (2)

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 →