CMS EnergyCMS
13F holders, Q2 2026 (June 30)821holders +19
92new positions
81sold out
8famous investors
$76.63avg. 13F price*
At the end of Q2 2026, 821 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 19 from Q1 2026. 92 opened new positions and 81 sold out. The largest holders were BlackRock, Inc. ($2.5B), Vanguard Capital Management LLC ($1.5B) and Vanguard Portfolio Management LLC ($1.5B). 8 famous investors held it, including Peter Thiel (9.4% of Thiel Macro's portfolio), George Soros (1.3% of Soros Fund Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- CMS Energy Corp.
- Sector
- Utilities
- CUSIP
- 125896100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $671.3M |
| Exits | 81 | $200.3M |
All 13F filers, Q1 2026 → Q2 2026: 28,282,826 shares bought and 15,908,135 shares sold, net +12,374,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 821 holders
| BlackRock, Inc. | 0.04% | Reduce -1.5% | 33,068,880 | $2.5B |
| Vanguard Capital Management LLC | 0.03% | Add +1.5% | 20,166,948 | $1.5B |
| Vanguard Portfolio Management LLC | 0.07% | Add +1.4% | 19,050,893 | $1.5B |
| State Street Corp. | 0.04% | Reduce -2.2% | 17,705,946 | $1.4B |
| JPMorgan Chase & Co. | 0.07% | Add +3.6% | 16,409,389 | $1.3B |
| Wellington Management Group LLP | 0.16% | Add +82.7% | 12,158,296 | $930.1M |
| Geode Capital Management, LLC | 0.04% | Add +2.5% | 8,740,533 | $666.1M |
| Deutsche Bank AG | 0.18% | Add +4.3% | 8,082,021 | $618.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.48% | Reduce -3.1% | 7,882,550 | $603.0M |
| Invesco Ltd. | 0.05% | Reduce -0.4% | 7,616,465 | $582.7M |
| Massachusetts Financial Services Co. | 0.18% | Reduce -5.1% | 7,242,159 | $576.0M |
| Victory Capital Management Inc. | 0.29% | Reduce -3.6% | 6,595,840 | $504.6M |
| Ameriprise Financial Inc. | 0.10% | Add +31.0% | 6,461,250 | $494.0M |
| Capital International Investors | 0.08% | New | 5,302,655 | $405.7M |
| Wells Fargo & Company | 0.07% | Reduce -3.3% | 5,245,081 | $401.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +1.4% | 4,844,029 | $370.6M |
| Norges Bank | 0.04% | — | 4,837,123 | $370.0M |
| GQG Partners LLC | 0.68% | Add +7.7% | 4,750,161 | $363.4M |
| Pictet Asset Management Holding SA | 0.31% | Add +2.4% | 4,268,534 | $326.5M |
| Morgan Stanley | 0.02% | Reduce -13.7% | 4,070,310 | $311.4M |
| Bank of America Corp. | 0.02% | Reduce -3.7% | 3,533,370 | $270.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +2.5% | 3,186,256 | $243.7M |
| FIL Ltd | 0.15% | Reduce -12.5% | 2,655,502 | $203.1M |
| Northern Trust Corp. | 0.02% | Reduce -2.9% | 2,646,188 | $202.4M |
| Magellan Asset Management Ltd | 4.34% | Add +25.7% | 2,539,050 | $194.2M |
| Legal & General Group Plc | 0.04% | Reduce -4.2% | 2,475,430 | $189.4M |
| Lord, Abbett & Co. LLC | 0.56% | Reduce -26.4% | 2,434,795 | $186.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.7% | 2,415,234 | $184.8M |
| Parnassus Investments, LLC | 0.45% | Add +13.7% | 2,219,735 | $169.8M |
| Barclays PLC | 0.05% | Reduce -27.4% | 2,175,714 | $166.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.7% | 2,110,447 | $161.4M |
| Reaves W H & Co. Inc. | 2.22% | Reduce -9.7% | 1,909,154 | $146.1M |
| AQR Capital Management | 0.05% | Add +132.7% | 1,857,999 | $142.1M |
| Franklin Resources Inc. | 0.03% | Add +0.5% | 1,767,768 | $135.2M |
| Vanguard Fiduciary Trust Co. | 0.03% | Add +0.7% | 1,734,843 | $132.7M |
| Raymond James Financial Inc. | 0.04% | Add +358.6% | 1,704,029 | $130.4M |
| UBS Group AG | 0.02% | Reduce -9.7% | 1,703,575 | $130.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -35.0% | 1,688,159 | $129.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.2% | 1,646,965 | $126.0M |
| Jennison Associates LLC | 0.07% | Reduce -4.4% | 1,517,533 | $116.1M |
| Duff & Phelps Investment Management Co. | 1.05% | No change | 1,453,667 | $111.2M |
| Balyasny Asset Management L.P. | 0.21% | Add +198.2% | 1,426,976 | $109.2M |
| iA Global Asset Management Inc. | 1.30% | Add +7.8% | 1,425,936 | $109.1M |
| Amundi | 0.03% | Reduce -10.8% | 1,407,569 | $107.7M |
| DekaBank Deutsche Girozentrale | 0.17% | No change | 1,333,955 | $103.1M |
| Cohen & Steers, Inc. | 0.16% | New | 1,315,142 | $100.6M |
| Nomura Asset Management International Inc. | 0.15% | Reduce -9.8% | 1,306,273 | $99.9M |
| PFA Pension, Forsikringsaktieselskab | 0.24% | New | 1,241,557 | $95.0M |
| HSBC Holdings PLC | 0.04% | Add +143.1% | 1,191,547 | $91.3M |
| Bahl & Gaynor LLC | 0.38% | Add +2.2% | 1,068,322 | $81.7M |
| Soroban Capital Partners LP | 0.57% | No change | 1,058,781 | $81.0M |
| Vaughan Nelson Investment Management, L.P. | 0.70% | Add +0.5% | 1,028,844 | $78.7M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 1,024,656 | $78.4M |
| Nuveen, LLC | 0.02% | Reduce -0.7% | 983,643 | $75.2M |
| Soros Fund Management | 1.30% | Reduce -6.2% | 970,362 | $74.2M |
| Aviva PLC | 0.11% | Add +0.6% | 941,925 | $72.1M |
| UniSuper Management Pty Ltd | 0.36% | Reduce -0.7% | 902,602 | $69.0M |
| Swiss National Bank | 0.03% | Reduce -2.6% | 869,400 | $66.5M |
| Aberdeen Group plc | 0.09% | Reduce -9.1% | 831,675 | $63.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +11.3% | 769,025 | $58.8M |
| First Trust Advisors LP | 0.03% | Reduce -19.3% | 764,245 | $58.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.2% | 715,406 | $54.7M |
| Quantinno Capital Management LP | 0.07% | Add +74.3% | 711,608 | $54.4M |
| Energy Income Partners, LLC | 0.84% | Reduce -9.3% | 702,074 | $53.7M |
| BNP Paribas Financial Markets | 0.03% | Add +19.2% | 687,713 | $52.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | Add +14.9% | 674,256 | $51.6M |
| Vanguard Global Advisers, LLC | 0.02% | Reduce -0.3% | 665,281 | $50.9M |
| FMR LLC | 0.00% | Reduce -42.7% | 661,356 | $50.6M |
| Rhumbline Advisers | 0.04% | Add +0.5% | 655,413 | $50.1M |
| Bank of Montreal | 0.02% | Add +11.3% | 653,735 | $50.0M |
| Bank of Nova Scotia | 0.08% | Add +76.2% | 644,132 | $49.3M |
| TD Asset Management Inc | 0.04% | Reduce -24.7% | 610,106 | $46.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.64% | Reduce -55.3% | 595,592 | $45.6M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.6% | 581,655 | $44.5M |
| ING Groep NV | 0.22% | Reduce -11.8% | 580,182 | $44.4M |
| Miller Howard Investments Inc. | 1.16% | Add +1.4% | 571,159 | $43.7M |
| Voloridge Investment Management, LLC | 0.19% | Add +42.2% | 570,277 | $43.6M |
| 1832 Asset Management L.P. | 0.05% | Add +38.8% | 563,125 | $43.1M |
| California Public Employees Retirement System | 0.02% | Reduce -11.4% | 561,072 | $42.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Reduce -11.5% | 552,414 | $42.3M |
| Assenagon Asset Management S.A. | 0.05% | Add +10463.3% | 518,237 | $39.6M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -49.8% | 517,445 | $39.6M |
| Thiel Macro | 9.45% | — | 517,124 | $39.6M |
| LPL Financial LLC | 0.01% | Add +10.1% | 504,221 | $38.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.18% | Reduce -9.0% | 489,550 | $37.5M |
| Retirement Systems of Alabama | 0.11% | Add +646.0% | 485,395 | $37.1M |
| Partners Group Holding AG | 2.52% | Reduce -2.7% | 483,770 | $37.0M |
| Tredje AP-fonden | 0.16% | Add +120.7% | 465,446 | $35.6M |
| Citigroup Inc. | 0.02% | Add +14.9% | 444,279 | $34.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.0% | 441,087 | $33.7M |
| CIBC Bancorp USA Inc. | 0.04% | Add +411.8% | 435,757 | $33.3M |
| RWC Asset Management LLP | 1.38% | Add +2.0% | 432,884 | $33.1M |
| Fisher Funds Management LTD | 0.94% | Reduce -18.4% | 429,193 | $32.8M |
| Jupiter Topco LLC | 0.01% | — | 425,689 | $32.6M |
| STRS Ohio | 0.12% | Reduce -5.3% | 418,054 | $32.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -7.3% | 415,442 | $31.8M |
| Cidel Asset Management Inc. | 1.49% | Add +1.9% | 405,656 | $31.0M |
| AE Wealth Management LLC | 0.14% | Add +38.1% | 400,653 | $30.6M |
| Neuberger Berman Group LLC | 0.02% | Add +75.8% | 400,364 | $30.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +3.8% | 399,769 | $30.6M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.