CMS ENERGY CORP (CMS) — Institutional Holders, Q2 2026

840 institutional investment managers reported a CMS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $24.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← CMS stock profile

CMS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

334

Trimmed

240

Sold out

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLPAdded · +5,502,352 sh+$420.9M
Capital International InvestorsNew · +5,302,655 sh+$405.7M
AMERIPRISE FINANCIALAdded · +1,530,673 sh+$117.1M
RAYMOND JAMES FINANCIALAdded · +1,332,474 sh+$101.9M
COHEN & STEERSNew · +1,315,142 sh+$100.6M

Biggest sellers

PRICE T ROWE ASSOCIATESTrimmed · -907,816 sh-$69.4M
LORD, ABBETTTrimmed · -873,921 sh-$66.9M
BARCLAYS PLCTrimmed · -819,649 sh-$62.7M
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETSTrimmed · -737,150 sh-$56.4M
MORGAN STANLEYTrimmed · -643,689 sh-$49.2M

CMS 13F holders ranked 1–100 of 840

Institutional investors reporting a position in CMS ENERGY CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 49,518,880 sh	49,518,880	$2.5B	0.04%	-41.1%
2	VANGUARD CAPITAL MANAGEMENT#2 · 20,166,948 sh	20,166,948	$1.5B	0.03%	+1.5%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 19,050,893 sh	19,050,893	$1.5B	0.07%	+1.4%
4	STATE STREET#4 · 39,141,946 sh	39,141,946	$1.4B	0.04%	+11.4%
5	JPMORGAN CHASE#5 · 18,794,389 sh	18,794,389	$1.3B	0.07%	-22.6%
6	WELLINGTON MANAGEMENT GROUP LLP#6 · 12,921,296 sh	12,921,296	$931.0M	0.16%	+74.2%
7	GEODE CAPITAL MANAGEMENT#7 · 8,740,533 sh	8,740,533	$666.1M	0.04%	+2.5%
8	DEUTSCHE BANK AG\#8 · 9,746,021 sh	9,746,021	$620.1M	0.18%	+3.6%
9	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#9 · 16,482,550 sh	16,482,550	$612.6M	0.47%	-1.5%
10	Invesco Ltd.#10 · 11,516,465 sh	11,516,465	$587.0M	0.05%	-0.2%
11	MASSACHUSETTS FINANCIAL SERVICES#11 · 7,242,159 sh	7,242,159	$576.0M	0.18%	-5.1%
12	VICTORY CAPITAL MANAGEMENT#12 · 50,616,840 sh	50,616,840	$553.7M	0.31%	-1.9%
13	AMERIPRISE FINANCIAL#13 · 19,490,250 sh	19,490,250	$508.6M	0.10%	+8.5%
14	Capital International Investors#14 · 5,302,655 sh	5,302,655	$405.7M	0.08%	New
15	WELLS FARGO & COMPANY#15 · 5,282,081 sh	5,282,081	$401.3M	0.07%	-9.9%
16	GOLDMAN SACHS GROUP#16 · 4,844,029 sh	4,844,029	$370.6M	0.03%	+1.4%
17	NORGES BANK#17 · 4,837,123 sh	4,837,123	$370.0M	0.04%	—
18	GQG Partners#18 · 4,750,161 sh	4,750,161	$363.4M	0.68%	+7.7%
19	Pictet Asset Management Holding SA#19 · 4,268,534 sh	4,268,534	$326.5M	0.31%	+2.4%
20	MORGAN STANLEY#20 · 11,620,310 sh	11,620,310	$319.8M	0.02%	-3.8%
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#21 · 58,286,256 sh	58,286,256	$305.2M	0.06%	+1774.8%
22	BANK OF AMERICA#22 · 12,695,370 sh	12,695,370	$280.5M	0.02%	-20.7%
23	FIL Ltd#23 · 2,655,502 sh	2,655,502	$203.1M	0.15%	-12.5%
24	NORTHERN#24 · 2,646,188 sh	2,646,188	$202.4M	0.02%	-2.9%
25	Magellan Asset Management Ltd#25 · 2,539,050 sh	2,539,050	$194.2M	4.34%	+25.7%
26	Legal & General Group Plc#26 · 2,475,430 sh	2,475,430	$189.4M	0.04%	-4.2%
27	Bank of New York Mellon#27 · 4,531,234 sh	4,531,234	$187.1M	0.03%	-4.6%
28	LORD, ABBETT#28 · 2,434,795 sh	2,434,795	$186.3M	0.53%	-26.4%
29	PARNASSUS INVESTMENTS#29 · 2,219,735 sh	2,219,735	$169.8M	—	+13.6%
30	BARCLAYS PLC#30 · 3,311,714 sh	3,311,714	$167.7M	0.03%	+10.6%
31	CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 2,110,447 sh	2,110,447	$161.4M	0.02%	+2.7%
32	REAVES W H#32 · 1,909,154 sh	1,909,154	$146.1M	2.22%	-9.7%
33	FRANKLIN RESOURCES#33 · 10,763,768 sh	10,763,768	$145.3M	0.03%	+0.1%
34	AQR CAPITAL MANAGEMENT#34 · 1,857,999 sh	1,857,999	$142.1M	0.05%	+132.7%
35	VANGUARD FIDUCIARY#35 · 1,734,843 sh	1,734,843	$132.7M	0.03%	+0.6%
36	RAYMOND JAMES FINANCIAL#36 · 1,704,029 sh	1,704,029	$130.4M	0.04%	+358.6%
37	UBS Group AG#37 · 1,715,575 sh	1,715,575	$130.3M	0.02%	-18.4%
38	PRICE T ROWE ASSOCIATES#38 · 1,688,159 sh	1,688,159	$129.1M	0.01%	-35.0%
39	DIMENSIONAL FUND ADVISORS#39 · 1,646,965 sh	1,646,965	$126.0M	0.02%	+4.2%
40	JENNISON ASSOCIATES#40 · 1,517,533 sh	1,517,533	$116.1M	0.07%	-4.4%
41	Amundi#41 · 5,507,569 sh	5,507,569	$112.3M	0.03%	-3.0%
42	DUFF & PHELPS INVESTMENT MANAGEMENT#42 · 1,453,667 sh	1,453,667	$111.2M	1.05%	0.0%
43	BALYASNY ASSET MANAGEMENT L.P.#43 · 1,426,976 sh	1,426,976	$109.2M	0.14%	+198.2%
44	iA Global Asset Management#44 · 1,425,936 sh	1,425,936	$109.1M	1.30%	+7.8%
45	DekaBank Deutsche Girozentrale#45 · 1,333,955 sh	1,333,955	$103.1M	0.17%	0.0%
46	COHEN & STEERS#46 · 1,315,142 sh	1,315,142	$100.6M	0.16%	New
47	Universal- Beteiligungs- und Servicegesellschaft mbH#47 · 62,373,769 sh	62,373,769	$100.2M	0.15%	+4.9%
48	NOMURA ASSET MANAGEMENT INTERNATIONAL#48 · 1,306,273 sh	1,306,273	$99.9M	0.15%	-9.8%
49	PFA Pension, Forsikringsaktieselskab#49 · 1,241,557 sh	1,241,557	$95.0M	0.24%	New
50	ADVENT CAPITAL MANAGEMENT#50 · 82,240,000 sh	82,240,000	$92.3M	2.07%	+10.8%
51	HSBC PLC#51 · 1,191,547 sh	1,191,547	$91.3M	0.04%	+143.1%
52	Calamos Advisors#52 · 76,823,000 sh	76,823,000	$85.9M	0.29%	+23.1%
53	BAHL & GAYNOR#53 · 1,068,322 sh	1,068,322	$81.7M	0.38%	+2.2%
54	Soroban Capital Partners#54 · 1,058,781 sh	1,058,781	$81.0M	0.17%	0.0%
55	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#55 · 1,028,844 sh	1,028,844	$78.7M	0.70%	+0.5%
56	ROYAL BANK OF CANADA#56 · 1,024,656 sh	1,024,656	$78.4M	0.01%	+1.1%
57	Aequim Alternative Investments#57 · 70,000,000 sh	70,000,000	$78.2M	1.21%	0.0%
58	Nuveen#58 · 983,643 sh	983,643	$75.2M	0.02%	-0.7%
59	SOROS FUND MANAGEMENT#59 · 970,362 sh	970,362	$74.2M	0.91%	-6.2%
60	AVIVA PLC#60 · 941,925 sh	941,925	$72.1M	0.11%	+0.6%
61	UniSuper Management Pty Ltd#61 · 902,602 sh	902,602	$69.0M	—	-0.7%
62	Swiss National Bank#62 · 869,400 sh	869,400	$66.5M	0.03%	-2.7%
63	abrdn plc#63 · 831,675 sh	831,675	$63.6M	0.09%	-9.0%
64	FMR#64 · 8,903,356 sh	8,903,356	$59.8M	<0.01%	-5.8%
65	Mitsubishi UFJ Asset Management , Ltd.#65 · 769,025 sh	769,025	$58.8M	0.03%	+11.3%
66	FIRST ADVISORS#66 · 764,245 sh	764,245	$58.5M	0.03%	-19.3%
67	Sumitomo Mitsui#67 · 715,406 sh	715,406	$54.7M	0.03%	+1.2%
68	Quantinno Capital Management#68 · 711,608 sh	711,608	$54.4M	0.07%	+74.3%
69	Energy Income Partners#69 · 702,074 sh	702,074	$53.7M	0.84%	-9.3%
70	BNP PARIBAS FINANCIAL MARKETS#70 · 687,713 sh	687,713	$52.6M	0.02%	+19.2%
71	VANGUARD ASSET MANAGEMENT, Ltd#71 · 674,256 sh	674,256	$51.6M	0.03%	+14.9%
72	Vanguard Global Advisers#72 · 665,281 sh	665,281	$50.9M	0.02%	-0.3%
73	RHUMBLINE ADVISERS#73 · 655,413 sh	655,413	$50.1M	0.04%	+0.5%
74	BANK OF MONTREAL#74 · 653,735 sh	653,735	$50.0M	0.02%	+11.3%
75	BANK OF NOVA SCOTIA#75 · 644,132 sh	644,132	$49.3M	0.07%	+76.2%
76	TD ASSET MANAGEMENT#76 · 610,106 sh	610,106	$46.7M	0.04%	-24.7%
77	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS#77 · 595,592 sh	595,592	$45.6M	0.63%	-55.3%
78	Rockefeller Capital Management L.P.#78 · 581,655 sh	581,655	$44.5M	0.07%	-0.6%
79	ING GROEP NV#79 · 580,182 sh	580,182	$44.4M	0.22%	-11.8%
80	MILLER HOWARD INVESTMENTS#80 · 571,159 sh	571,159	$43.7M	—	+1.4%
81	VOLORIDGE INVESTMENT MANAGEMENT#81 · 570,277 sh	570,277	$43.6M	0.19%	+42.2%
82	1832 Asset Management L.P.#82 · 563,125 sh	563,125	$43.1M	0.02%	+38.8%
83	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#83 · 561,072 sh	561,072	$42.9M	0.02%	-11.4%
84	HEALTHCARE OF ONTARIO PENSION PLAN FUND#84 · 552,414 sh	552,414	$42.3M	0.06%	-11.5%
85	RWC Asset Management LLP#85 · 7,579,884 sh	7,579,884	$41.1M	—	+7.6%
86	Assenagon Asset Management S.A.#86 · 518,237 sh	518,237	$39.6M	—	New
87	Qube Research & Technologies Ltd#87 · 517,445 sh	517,445	$39.6M	0.04%	-49.8%
88	CITIGROUP#88 · 5,447,279 sh	5,447,279	$39.6M	0.01%	+1308.6%
89	Thiel Macro#89 · 517,124 sh	517,124	$39.6M	9.45%	—
90	LPL Financial#90 · 534,221 sh	534,221	$38.6M	<0.01%	+8.8%
91	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#91 · 489,550 sh	489,550	$37.5M	0.18%	-9.0%
92	Retirement Systems of Alabama#92 · 485,395 sh	485,395	$37.1M	0.11%	+646.0%
93	Partners Group Holding AG#93 · 483,770 sh	483,770	$37.0M	2.52%	-2.7%
94	Tredje AP-fonden#94 · 465,446 sh	465,446	$35.6M	0.16%	+120.7%
95	ENVESTNET ASSET MANAGEMENT#95 · 441,087 sh	441,087	$33.7M	<0.01%	+7.0%
96	CIBC Bancorp USA#96 · 435,757 sh	435,757	$33.3M	0.04%	+411.8%
97	Fisher Funds Management LTD#97 · 429,193 sh	429,193	$32.8M	—	-18.4%
98	Jupiter Topco#98 · 425,689 sh	425,689	$32.6M	0.01%	—
99	STRS OHIO#99 · 418,054 sh	418,054	$32.0M	0.12%	-5.3%
100	PRINCIPAL FINANCIAL GROUP#100 · 415,442 sh	415,442	$31.8M	0.02%	-7.3%

Funds that sold out of CMS in Q2 2026 (82)

Held CMS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CMS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Yaupon Capital Management452,563 sh	452,563	$35.1M
BROOKFIELD362,641 sh	362,641	$28.1M
TORTOISE CAPITAL ADVISORS, L.L.C.223,947 sh	223,947	$17.4M
Verbena Value219,500 sh	219,500	$17.0M
Man Group plc218,987 sh	218,987	$17.0M
Greenland Capital Management137,060 sh	137,060	$10.6M
Trexquant Investment133,399 sh	133,399	$10.3M
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC107,180 sh	107,180	$8.3M
Verition Fund Management88,543 sh	88,543	$6.9M
Lombard Odier Asset Management (Europe) Ltd62,589 sh	62,589	$4.9M
Entropy Technologies54,041 sh	54,041	$4.2M
Campbell & Investment Adviser51,573 sh	51,573	$4.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.38,722 sh	38,722	$3.0M
Atlas Wealth149,640 sh	149,640	$2.8M
SummitTX Capital, L.P.35,643 sh	35,643	$2.8M
Bridgewater Associates35,626 sh	35,626	$2.8M
Inspire Investing33,462 sh	33,462	$2.6M
BANQUE PICTET & CIE SA29,328 sh	29,328	$2.3M
Machina Capital S.A.S.21,558 sh	21,558	$1.7M
Blue Sparrow21,520 sh	21,520	$1.7M
XTX Topco Ltd20,624 sh	20,624	$1.6M
Oak Thistle20,567 sh	20,567	$1.6M
LeClair Wealth Partners20,073 sh	20,073	$1.6M
Robeco Institutional Asset Management B.V.18,972 sh	18,972	$1.5M
DRW Securities17,290 sh	17,290	$1.3M
Equitable17,143 sh	17,143	$1.3M
WBI INVESTMENTS14,651 sh	14,651	$1.1M
LMR Partners LLP11,666 sh	11,666	$905.0K
Lombard Odier Asset Management (Switzerland) SA9,591 sh	9,591	$744.1K
Voleon Capital Management7,403 sh	7,403	$574.3K
EVOLVE PRIVATE WEALTH6,523 sh	6,523	$506.1K
Engineers Gate Manager6,405 sh	6,405	$496.9K
GTS SECURITIES6,222 sh	6,222	$482.7K
WEDGE CAPITAL MANAGEMENT L L P4,853 sh	4,853	$376.5K
Aster Capital Management (DIFC) Ltd4,744 sh	4,744	$356.3K
BOOTHBAY FUND MANAGEMENT4,307 sh	4,307	$334.1K
PANAGORA ASSET MANAGEMENT4,211 sh	4,211	$326.7K
Bridgefront Capital3,470 sh	3,470	$269.2K
Corecam AG3,361 sh	3,361	$259.5K
Livforsakringsbolaget Skandia, Omsesidigt3,079 sh	3,079	$238.9K
PATTON FUND MANAGEMENT3,051 sh	3,051	$236.7K
FLORIDA FINANCIAL ADVISORS2,995 sh	2,995	$232.3K
IHT Wealth Management2,982 sh	2,982	$231.4K
PCM Encore2,819 sh	2,819	$218.7K
DRIVE WEALTH MANAGEMENT2,805 sh	2,805	$217.6K
Atlas Legacy Advisors2,794 sh	2,794	$216.6K
Collaborative Fund Advisors2,742 sh	2,742	$212.7K
Independent Advisor Alliance2,734 sh	2,734	$212.1K
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES2,636 sh	2,636	$204.5K
FIRST CITIZENS BANK2,630 sh	2,630	$204.0K
CAXTON ASSOCIATES LLP2,595 sh	2,595	$201.3K
Trust Co1,236 sh	1,236	$95.9K
Root Financial Partners764 sh	764	$59.3K
Global Assets Advisory727 sh	727	$56.4K
PROTECTIVE LIFE420 sh	420	$32.6K
Ancora Advisors406 sh	406	$31.5K
Scarborough Advisors403 sh	403	$31.3K
TIAA Wealth Investment Management235 sh	235	$18.2K
Wall Street Financial Group200 sh	200	$15.5K
Sound Income Strategies197 sh	197	$15.4K
TWIN PEAKS WEALTH ADVISORS184 sh	184	$14.3K
Golden State Equity Partners156 sh	156	$12.1K
Operose Advisors127 sh	127	$9.9K
CONTRAVISORY INVESTMENT MANAGEMENT76 sh	76	$5.9K
Whipplewood Advisors66 sh	66	$5.1K
HighMark Wealth Management63 sh	63	$4.9K
Clayton Financial Group53 sh	53	$4.1K
RMG Wealth Management54 sh	54	$4.0K
BARD ASSOCIATES35 sh	35	$2.7K
Legacy Wealth Managment29 sh	29	$2.3K
Annis Gardner Whiting Capital Advisors28 sh	28	$2.2K
Destiny Wealth Partners25 sh	25	$1.9K
Vermillion Wealth Management21 sh	21	$1.6K
MJT & Associates Financial Advisory Group20 sh	20	$1.6K
Investors Research19 sh	19	$1.5K
Clark Wealth Partners16 sh	16	$1.2K
Portus Wealth Advisors15 sh	15	$1.2K
TopTier Wealth Management9 sh	9	$698.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT8 sh	8	$621.00
Nvest Wealth Strategies5 sh	5	$388.00
CURIO WEALTH3 sh	3	$233.00
Napier Financial1 sh	1	$78.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.