CMS EnergyCMS
13F holders, Q1 2026 (March 31)802holders
90new positions
90sold out
8famous investors
$77.61avg. 13F price*
At the end of Q1 2026, 802 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, unchanged from Q4 2025. 90 opened new positions and 90 sold out. The largest holders were BlackRock, Inc. ($2.6B), Vanguard Capital Management LLC ($1.5B) and Vanguard Portfolio Management LLC ($1.5B). 8 famous investors held it, including George Soros (1.5% of Soros Fund Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $86.8M |
| Exits | 90 | $212.1M |
All 13F filers, Q4 2025 → Q1 2026: 24,345,838 shares bought and 16,843,755 shares sold, net +7,502,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 802 holders
| BlackRock, Inc. | 0.05% | Add +2.9% | 33,563,574 | $2.6B |
| Vanguard Capital Management LLC | 0.04% | — | 19,877,297 | $1.5B |
| Vanguard Portfolio Management LLC | 0.08% | — | 18,793,345 | $1.5B |
| State Street Corp. | 0.05% | Add +1.8% | 18,099,033 | $1.4B |
| JPMorgan Chase & Co. | 0.08% | Reduce -5.2% | 15,839,684 | $1.2B |
| Geode Capital Management, LLC | 0.04% | Add +2.5% | 8,528,153 | $659.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.58% | Add +17.0% | 8,135,227 | $631.1M |
| Massachusetts Financial Services Co. | 0.21% | Reduce -7.8% | 7,630,373 | $614.3M |
| Deutsche Bank AG | 0.20% | Add +6.8% | 7,745,314 | $600.9M |
| Invesco Ltd. | 0.06% | Add +2.2% | 7,645,197 | $593.1M |
| Victory Capital Management Inc. | 0.34% | Reduce -7.4% | 6,839,262 | $530.6M |
| Wellington Management Group LLP | 0.10% | Add +13011.5% | 6,655,944 | $516.4M |
| Wells Fargo & Company | 0.08% | Reduce -3.6% | 5,422,074 | $420.6M |
| Ameriprise Financial Inc. | 0.09% | Add +0.7% | 4,930,577 | $382.7M |
| Goldman Sachs Group Inc. | 0.05% | Add +16.8% | 4,778,533 | $370.7M |
| Morgan Stanley | 0.02% | Add +2.2% | 4,713,999 | $365.7M |
| GQG Partners LLC | 0.54% | Reduce -2.4% | 4,412,573 | $342.3M |
| Pictet Asset Management Holding SA | 0.34% | Add +16.7% | 4,166,815 | $323.3M |
| Bank of America Corp. | 0.02% | Add +7.8% | 3,668,532 | $284.6M |
| Lord, Abbett & Co. LLC | 0.88% | Reduce -0.8% | 3,308,716 | $256.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -0.9% | 3,108,854 | $241.2M |
| FIL Ltd | 0.18% | Add +0.8% | 3,036,193 | $235.5M |
| Barclays PLC | 0.08% | Add +368.8% | 2,995,363 | $232.4M |
| Northern Trust Corp. | 0.03% | Reduce -3.2% | 2,725,167 | $211.4M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -27.6% | 2,595,975 | $201.4M |
| Legal & General Group Plc | 0.05% | Reduce -2.6% | 2,584,329 | $200.5M |
| Bank of New York Mellon Corp | 0.04% | Reduce -4.9% | 2,534,689 | $196.6M |
| Reaves W H & Co. Inc. | 2.72% | Add +1.3% | 2,114,254 | $164.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.4% | 2,055,456 | $159.5M |
| Magellan Asset Management Ltd | 2.03% | Add +698.7% | 2,019,954 | $156.7M |
| Parnassus Investments, LLC | 0.44% | Add +32.6% | 1,953,213 | $151.5M |
| UBS Group AG | 0.03% | Add +62.3% | 1,886,071 | $146.3M |
| Franklin Resources Inc. | 0.03% | Reduce -6.2% | 1,759,778 | $136.5M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 1,723,706 | $133.7M |
| Jennison Associates LLC | 0.08% | Reduce -2.0% | 1,587,659 | $123.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.3% | 1,581,115 | $122.7M |
| Amundi | 0.03% | Reduce -4.0% | 1,577,783 | $122.4M |
| Duff & Phelps Investment Management Co. | 1.17% | No change | 1,453,667 | $112.8M |
| Nomura Asset Management International Inc. | 0.19% | Reduce -32.6% | 1,448,350 | $112.4M |
| DekaBank Deutsche Girozentrale | 0.17% | No change | 1,333,955 | $105.2M |
| CBRE Investment Management Listed Real Assets LLC | 1.54% | Reduce -10.0% | 1,332,742 | $103.4M |
| iA Global Asset Management Inc. | 1.45% | No change | 1,323,167 | $102.7M |
| FMR LLC | 0.00% | Add +18.2% | 1,154,089 | $89.5M |
| Soroban Capital Partners LP | 0.59% | No change | 1,058,781 | $82.1M |
| Bahl & Gaynor LLC | 0.41% | Add +15.5% | 1,044,889 | $81.1M |
| Soros Fund Management | 1.48% | Reduce -6.5% | 1,034,397 | $80.2M |
| Qube Research & Technologies Ltd | 0.11% | Reduce -31.5% | 1,030,439 | $79.9M |
| Vaughan Nelson Investment Management, L.P. | 0.80% | Add +28.6% | 1,023,324 | $79.4M |
| Royal Bank of Canada | 0.01% | Reduce -9.3% | 1,013,282 | $78.6M |
| Nuveen, LLC | 0.02% | Reduce -9.4% | 990,210 | $76.8M |
| First Trust Advisors LP | 0.05% | Reduce -12.4% | 947,185 | $73.5M |
| Aviva PLC | 0.12% | Add +8.4% | 936,029 | $72.6M |
| Aberdeen Group plc | 0.11% | Add +4.2% | 914,388 | $70.9M |
| UniSuper Management Pty Ltd | 0.46% | Add +0.9% | 909,073 | $70.5M |
| Swiss National Bank | 0.04% | Add +8.9% | 893,100 | $69.3M |
| TD Asset Management Inc | 0.05% | Reduce -5.9% | 809,961 | $62.8M |
| AQR Capital Management | 0.03% | Add +18.7% | 798,457 | $61.3M |
| Energy Income Partners, LLC | 0.97% | Add +7.3% | 774,053 | $60.1M |
| SG Americas Securities, LLC | 0.06% | Add +119.2% | 736,195 | $57.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -4.3% | 706,974 | $54.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +9.0% | 691,101 | $53.6M |
| Vanguard Global Advisers, LLC | 0.03% | — | 667,124 | $51.8M |
| ING Groep NV | 0.31% | Reduce -48.0% | 657,619 | $51.0M |
| Rhumbline Advisers | 0.04% | Reduce -3.0% | 652,364 | $50.6M |
| California Public Employees Retirement System | 0.03% | Reduce -16.9% | 633,281 | $49.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.08% | Add +497.2% | 624,253 | $48.4M |
| Bank of Montreal | 0.02% | Add +4.0% | 587,587 | $45.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | — | 586,703 | $45.5M |
| Rockefeller Capital Management L.P. | 0.08% | Add +5.3% | 585,345 | $45.4M |
| BNP Paribas Financial Markets | 0.03% | Add +1.1% | 576,965 | $44.8M |
| Miller Howard Investments Inc. | 1.19% | Reduce -2.5% | 563,102 | $43.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.21% | Reduce -5.5% | 537,889 | $41.7M |
| Fisher Funds Management LTD | 1.20% | Add +3.4% | 525,747 | $40.8M |
| Partners Group Holding AG | 2.85% | Reduce -0.2% | 497,291 | $38.6M |
| HSBC Holdings PLC | 0.02% | Reduce -32.8% | 490,194 | $38.0M |
| Balyasny Asset Management L.P. | 0.08% | Add +7821.2% | 478,520 | $37.1M |
| LPL Financial LLC | 0.01% | Add +3.9% | 458,003 | $35.5M |
| Yaupon Capital Management LP | 1.73% | New | 452,563 | $35.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.4% | 448,016 | $34.8M |
| STRS Ohio | 0.14% | Reduce 0.0% | 441,239 | $34.2M |
| Janus Henderson Group PLC | 0.02% | Reduce -16.8% | 434,950 | $33.7M |
| RWC Asset Management LLP | 1.49% | Reduce -3.5% | 424,309 | $32.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.0% | 412,235 | $32.0M |
| Quantinno Capital Management LP | 0.05% | Add +53.5% | 408,213 | $31.7M |
| 1832 Asset Management L.P. | 0.04% | Add +0.1% | 405,712 | $31.5M |
| ExodusPoint Capital Management, LP | 0.31% | Reduce -57.7% | 404,248 | $31.4M |
| M&T Bank Corp | 0.10% | Reduce -2.4% | 402,239 | $31.2M |
| Voloridge Investment Management, LLC | 0.12% | Add +329.0% | 401,012 | $31.1M |
| Cidel Asset Management Inc. | 1.69% | Add +16.5% | 398,132 | $30.9M |
| Citigroup Inc. | 0.02% | Reduce -27.2% | 386,728 | $30.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -2.2% | 385,183 | $29.9M |
| Truist Financial Corp. | 0.04% | Reduce -21.9% | 376,855 | $29.2M |
| Canada Pension Plan Investment Board | 0.02% | Add +90.0% | 373,588 | $29.0M |
| Raymond James Financial Inc. | 0.01% | Add +9.0% | 371,555 | $28.8M |
| Bank of Nova Scotia | 0.05% | Reduce -40.4% | 365,496 | $28.4M |
| Brookfield Corp | 0.04% | Add +752.1% | 362,641 | $28.1M |
| US Bancorp \de | 0.03% | Reduce -1.3% | 360,707 | $28.0M |
| California State Teachers Retirement System | 0.03% | Reduce -1.2% | 352,163 | $27.3M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -4.1% | 323,129 | $25.2M |
| Schroder Investment Management Group | 0.02% | Add +0.5% | 324,902 | $25.1M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.