CMS ENERGY CORP (CMS) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CMS 13F holders ranked 401–500 of 840
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Empirical Finance#401 · 10,419 sh | 10,419 | $797.1K | 0.03% | +3.6% |
| 402 | JMAC ENTERPRISES#402 · 10,400 sh | 10,400 | $795.6K | 0.13% | +4.0% |
| 403 | AXQ CAPITAL#403 · 10,396 sh | 10,396 | $795.3K | 0.09% | -6.0% |
| 404 | Blueshift Asset Management#404 · 10,360 sh | 10,360 | $792.5K | 0.18% | New |
| 405 | BLB&B Advisors#405 · 10,300 sh | 10,300 | $788.0K | 0.03% | +0.1% |
| 406 | New Age Alpha Advisors#406 · 10,196 sh | 10,196 | $780.0K | 0.03% | -1.7% |
| 407 | SUMITOMO LIFE INSURANCE#407 · 10,079 sh | 10,079 | $771.0K | 0.01% | -6.0% |
| 408 | Canton Hathaway#408 · 10,000 sh | 10,000 | $765.0K | — | 0.0% |
| 409 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#409 · 9,904 sh | 9,904 | $757.7K | <0.01% | +1.0% |
| 410 | BESSEMER GROUP#410 · 9,775 sh | 9,775 | $749.0K | <0.01% | +4.8% |
| 411 | PROFUND ADVISORS#411 · 9,672 sh | 9,672 | $739.9K | 0.02% | -7.5% |
| 412 | HANTZ FINANCIAL SERVICES#412 · 9,527 sh | 9,527 | $729.0K | <0.01% | -17.9% |
| 413 | TOKIO MARINE ASSET MANAGEMENT LTD#413 · 9,520 sh | 9,520 | $728.3K | — | 0.0% |
| 414 | WESTWOOD GROUP#414 · 9,479 sh | 9,479 | $725.1K | <0.01% | +129.9% |
| 415 | PRUDENTIAL PLC#415 · 9,471 sh | 9,471 | $724.5K | <0.01% | 0.0% |
| 416 | Merit Financial Group#416 · 9,448 sh | 9,448 | $722.7K | <0.01% | +33.2% |
| 417 | MUFG SECURITIES AMERICAS#417 · 9,305 sh | 9,305 | $711.8K | 0.04% | +9.7% |
| 418 | Sterling Capital Management#418 · 9,248 sh | 9,248 | $707.5K | — | -9.3% |
| 419 | Laird Norton Wetherby Company#419 · 9,234 sh | 9,234 | $706.4K | 0.01% | -0.5% |
| 420 | Apollon Wealth Management#420 · 9,157 sh | 9,157 | $700.5K | — | +38.9% |
| 421 | CHOREO#421 · 19,853 sh | 19,853 | $689.7K | <0.01% | +1.8% |
| 422 | Finer Wealth Management#422 · 9,000 sh | 9,000 | $688.5K | — | 0.0% |
| 423 | North Dakota State Investment Board#423 · 8,999 sh | 8,999 | $688.4K | 0.03% | +2.9% |
| 424 | ALTFEST L J#424 · 8,993 sh | 8,993 | $688.0K | 0.07% | +0.4% |
| 425 | IEQ CAPITAL#425 · 8,978 sh | 8,978 | $686.8K | <0.01% | New |
| 426 | SYON CAPITAL#426 · 8,781 sh | 8,781 | $671.7K | 0.03% | +33.3% |
| 427 | COMMERCE BANK#427 · 8,499 sh | 8,499 | $650.2K | <0.01% | -5.6% |
| 428 | Walleye Capital#428 · 8,414 sh | 8,414 | $643.7K | <0.01% | +2419.2% |
| 429 | Wedmont Private Capital#429 · 8,393 sh | 8,393 | $632.8K | — | +13.4% |
| 430 | MIRABELLA FINANCIAL SERVICES LLP#430 · 8,230 sh | 8,230 | $629.6K | 0.06% | +67.8% |
| 431 | Chicago Partners Investment Group#431 · 8,463 sh | 8,463 | $627.6K | — | +81.4% |
| 432 | NLB Skladi, upravljanje premozenja, d.o.o.#432 · 8,125 sh | 8,125 | $621.6K | — | -6.3% |
| 433 | FOSTER & MOTLEY#433 · 8,029 sh | 8,029 | $614.0K | 0.03% | -8.2% |
| 434 | THURSTON, SPRINGER, MILLER, HERD & TITAK#434 · 8,569 sh | 8,569 | $608.0K | — | +23.4% |
| 435 | Kentucky Retirement Systems Insurance Fund#435 · 7,928 sh | 7,928 | $606.5K | 0.04% | +1.3% |
| 436 | SECURIAN ASSET MANAGEMENT#436 · 8,157 sh | 8,157 | $600.8K | 0.02% | -1.2% |
| 437 | Boit C F David#437 · 7,800 sh | 7,800 | $596.7K | 0.25% | 0.0% |
| 438 | MOODY NATIONAL BANK DIVISION#438 · 7,770 sh | 7,770 | $594.4K | — | +0.5% |
| 439 | Kera Capital Partners#439 · 7,676 sh | 7,676 | $587.2K | 0.06% | +95.1% |
| 440 | SIGNATUREFD#440 · 7,544 sh | 7,544 | $577.1K | — | +13.4% |
| 441 | EP Wealth Advisors#441 · 7,454 sh | 7,454 | $570.2K | <0.01% | New |
| 442 | Segment Wealth Management#442 · 7,433 sh | 7,433 | $568.6K | — | +23.5% |
| 443 | Crestwood Advisors Group#443 · 7,429 sh | 7,429 | $568.3K | <0.01% | +30.1% |
| 444 | Plante Moran Financial Advisors#444 · 7,156 sh | 7,156 | $547.4K | 0.03% | +0.8% |
| 445 | Frank, Rimerman Advisors#445 · 6,953 sh | 6,953 | $531.9K | — | +12.3% |
| 446 | MAI Capital Management#446 · 6,866 sh | 6,866 | $525.3K | <0.01% | +167.2% |
| 447 | AMICA MUTUAL INSURANCE#447 · 6,861 sh | 6,861 | $525.0K | 0.04% | -23.8% |
| 448 | Beacon Pointe Advisors#448 · 6,823 sh | 6,823 | $521.9K | <0.01% | +157.1% |
| 449 | Savant Capital#449 · 6,789 sh | 6,789 | $517.7K | <0.01% | +1.4% |
| 450 | Prospera Financial Services#450 · 6,716 sh | 6,716 | $514.1K | <0.01% | +1.7% |
| 451 | Callan Family Office#451 · 6,653 sh | 6,653 | $509.0K | 0.01% | -14.3% |
| 452 | Aaron Wealth Advisors#452 · 6,578 sh | 6,578 | $503.2K | — | +43.6% |
| 453 | Financial Advisors Network#453 · 6,517 sh | 6,517 | $498.6K | 0.06% | +15.5% |
| 454 | Ballentine Partners#454 · 6,494 sh | 6,494 | $496.8K | <0.01% | -1.0% |
| 455 | FULTON BANK, N.A.#455 · 6,337 sh | 6,337 | $484.8K | — | +9.0% |
| 456 | Acorn Wealth Advisors#456 · 6,317 sh | 6,317 | $483.2K | — | -1.8% |
| 457 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#457 · 6,316 sh | 6,316 | $483.2K | <0.01% | +120.1% |
| 458 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#458 · 6,279 sh | 6,279 | $480.7K | <0.01% | -28.3% |
| 459 | NewEdge Wealth#459 · 6,255 sh | 6,255 | $478.5K | <0.01% | -3.5% |
| 460 | Advisory Alpha#460 · 6,158 sh | 6,158 | $471.2K | 0.01% | +0.7% |
| 461 | Azimuth Capital Investment Management#461 · 6,000 sh | 6,000 | $459.0K | 0.02% | 0.0% |
| 462 | Accurate Wealth Management#462 · 6,056 sh | 6,056 | $456.6K | — | +3.3% |
| 463 | Vestmark Advisory Solutions#463 · 5,924 sh | 5,924 | $453.2K | <0.01% | -6.9% |
| 464 | Excelsior Advisor Network#464 · 5,899 sh | 5,899 | $451.3K | 0.06% | +11.6% |
| 465 | Bison Wealth#465 · 5,870 sh | 5,870 | $447.8K | — | -5.1% |
| 466 | COLDSTREAM CAPITAL MANAGEMENT#466 · 5,721 sh | 5,721 | $437.7K | <0.01% | -13.5% |
| 467 | Tower Research Capital (TRC)#467 · 5,699 sh | 5,699 | $436.0K | 0.01% | -43.1% |
| 468 | CONNING#468 · 5,661 sh | 5,661 | $433.1K | 0.01% | -3.2% |
| 469 | DAVENPORT#469 · 5,659 sh | 5,659 | $432.9K | — | +10.6% |
| 470 | Havemeyer Place#470 · 5,648 sh | 5,648 | $432.1K | 0.04% | New |
| 471 | Farringdon Capital, Ltd.#471 · 5,598 sh | 5,598 | $428.2K | 0.21% | New |
| 472 | International Private Wealth Advisors#472 · 5,549 sh | 5,549 | $424.5K | 0.22% | +18.1% |
| 473 | QRG CAPITAL MANAGEMENT#473 · 5,492 sh | 5,492 | $420.2K | <0.01% | +9.6% |
| 474 | TCG Advisory Services#474 · 5,461 sh | 5,461 | $417.8K | <0.01% | New |
| 475 | CITIZENS FINANCIAL GROUP#475 · 5,409 sh | 5,409 | $413.8K | — | +106.9% |
| 476 | CERTUITY#476 · 5,266 sh | 5,266 | $402.9K | 0.02% | +77.8% |
| 477 | TCW GROUP#477 · 5,189 sh | 5,189 | $397.0K | <0.01% | +5.3% |
| 478 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#478 · 5,187 sh | 5,187 | $396.8K | 0.10% | New |
| 479 | STRATEGY ASSET MANAGERS#479 · 5,157 sh | 5,157 | $394.5K | — | -4.3% |
| 480 | Farther Finance Advisors#480 · 5,072 sh | 5,072 | $388.6K | — | -5.6% |
| 481 | Belpointe Asset Management#481 · 5,074 sh | 5,074 | $388.2K | 0.01% | -0.3% |
| 482 | CHATHAM CAPITAL GROUP#482 · 5,032 sh | 5,032 | $384.9K | — | 0.0% |
| 483 | Daniel Investment Group#483 · 5,031 sh | 5,031 | $384.9K | 0.23% | — |
| 484 | LEVEL FOUR ADVISORY SERVICES#484 · 5,017 sh | 5,017 | $383.8K | 0.01% | New |
| 485 | Silverleafe Capital Partners#485 · 5,000 sh | 5,000 | $382.5K | — | 0.0% |
| 486 | D.A. DAVIDSON#486 · 4,989 sh | 4,989 | $381.7K | <0.01% | -0.2% |
| 487 | Samalin Investment Counsel#487 · 4,948 sh | 4,948 | $378.5K | — | +0.3% |
| 488 | Inscription Capital#488 · 4,922 sh | 4,922 | $376.5K | 0.03% | +11.4% |
| 489 | EVERPAR ADVISORS#489 · 4,903 sh | 4,903 | $375.1K | 0.11% | New |
| 490 | Fifth Third Wealth Advisors#490 · 4,850 sh | 4,850 | $371.0K | — | -4.8% |
| 491 | Elevated Capital Advisors#491 · 4,849 sh | 4,849 | $371.0K | 0.10% | -51.0% |
| 492 | ALPINE WOODS CAPITAL INVESTORS#492 · 4,750 sh | 4,750 | $363.4K | 0.08% | 0.0% |
| 493 | Phillips Wealth Planners#493 · 4,636 sh | 4,636 | $357.1K | 0.26% | +34.3% |
| 494 | ROTHSCHILD INVESTMENT#494 · 4,652 sh | 4,652 | $355.9K | 0.01% | +138.0% |
| 495 | Moment Partners#495 · 4,579 sh | 4,579 | $350.3K | 0.06% | +8.5% |
| 496 | Concurrent Investment Advisors#496 · 4,551 sh | 4,551 | $348.1K | — | +38.0% |
| 497 | Oxler Private Wealth#497 · 4,503 sh | 4,503 | $344.4K | — | +0.6% |
| 498 | Evansbrook#498 · 4,499 sh | 4,499 | $344.2K | — | 0.0% |
| 499 | Procyon Advisors#499 · 4,466 sh | 4,466 | $341.6K | — | -0.1% |
| 500 | Qtron Investments#500 · 4,458 sh | 4,458 | $341.0K | 0.05% | New |
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.