CMS ENERGY CORP (CMS) — Institutional Holders, Q2 2026 (page 9)
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 801 to 840. 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 801–840 of 840
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | American Capital Advisory#801 · 12 sh | 12 | $918.00 | <0.01% | +50.0% |
| 802 | Davis Capital Management#802 · 11 sh | 11 | $842.00 | — | +175.0% |
| 803 | WEBSTER BANK, N. A.#803 · 10 sh | 10 | $765.00 | <0.01% | New |
| 804 | NVWM#804 · 10 sh | 10 | $765.00 | — | 0.0% |
| 805 | WOLFF WIESE MAGANA#805 · 10 sh | 10 | $765.00 | — | 0.0% |
| 806 | Rakuten Securities#806 · 10 sh | 10 | $765.00 | <0.01% | 0.0% |
| 807 | VALLEY NATIONAL ADVISERS#807 · 10 sh | 10 | $765.00 | — | New |
| 808 | GHP Investment Advisors#808 · 9 sh | 9 | $689.00 | — | 0.0% |
| 809 | Orion Capital Management#809 · 9 sh | 9 | $689.00 | <0.01% | 0.0% |
| 810 | Financial Network Wealth Advisors#810 · 9 sh | 9 | $689.00 | <0.01% | New |
| 811 | Signature Equity Partners#811 · 9 sh | 9 | $689.00 | <0.01% | -50.0% |
| 812 | Quaker Wealth Management#812 · 8 sh | 8 | $612.00 | — | 0.0% |
| 813 | EVOLUTION WEALTH MANAGEMENT#813 · 8 sh | 8 | $612.00 | <0.01% | New |
| 814 | Kozak & Associates#814 · 8 sh | 8 | $607.00 | <0.01% | New |
| 815 | BOK Financial Private Wealth#815 · 7 sh | 7 | $536.00 | 0.00% | New |
| 816 | Stone House Investment Management#816 · 7 sh | 7 | $536.00 | — | 0.0% |
| 817 | Key FInancial#817 · 7 sh | 7 | $536.00 | <0.01% | -84.8% |
| 818 | MOTCO#818 · 6 sh | 6 | $459.00 | 0.00% | New |
| 819 | Strengthening Families & Communities#819 · 6 sh | 6 | $459.00 | — | New |
| 820 | Seneschal Advisors#820 · 6 sh | 6 | $459.00 | <0.01% | 0.0% |
| 821 | ROSS\JOHNSON & Associates#821 · 6 sh | 6 | $459.00 | <0.01% | +20.0% |
| 822 | Kingdom Financial Group#822 · 5 sh | 5 | $350.00 | <0.01% | -82.1% |
| 823 | Activest Wealth Management#823 · 4 sh | 4 | $306.00 | — | New |
| 824 | Redwood Park Advisors#824 · 4 sh | 4 | $306.00 | <0.01% | 0.0% |
| 825 | Godfrey Financial Associates#825 · 4 sh | 4 | $306.00 | <0.01% | 0.0% |
| 826 | DecisionPoint Financial#826 · 4 sh | 4 | $304.00 | <0.01% | +33.3% |
| 827 | JPL Wealth Management#827 · 3 sh | 3 | $230.00 | 0.00% | New |
| 828 | Halbert, Hargrove/Russell#828 · 3 sh | 3 | $205.00 | — | New |
| 829 | Mascoma Wealth Management#829 · 2 sh | 2 | $153.00 | — | New |
| 830 | Trifecta Capital Advisors#830 · 2 sh | 2 | $153.00 | — | New |
| 831 | TFC Financial Management#831 · 1 sh | 1 | $77.00 | — | 0.0% |
| 832 | MARYLAND CAPITAL ADVISORS#832 · 1 sh | 1 | $77.00 | — | — |
| 833 | Medallion Wealth Advisors#833 · 1 sh | 1 | $77.00 | 0.00% | New |
| 834 | Highland Investment Advisors#834 · 1 sh | 1 | $77.00 | 0.00% | — |
| 835 | Abound Wealth Management#835 · 1 sh | 1 | $46.00 | — | 0.0% |
| 836 | Erste Asset Management GmbH#836 · 0 sh | 0 | $0.00 | 0.00% | New |
| 837 | Navigoe#837 · 7 sh | 7 | $0.00 | 0.00% | New |
| 838 | OGOREK ANTHONY JOSEPH /NY#838 · 9 sh | 9 | $0.00 | 0.00% | -76.9% |
| 839 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#839 · 358,049 sh | 358,049 | — | — | +1.7% |
| 840 | Elequin Securities#840 · 9 sh | 9 | — | — | -93.5% |
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.