CMS Energy Corp. 13F holders
Of the 44 funds followed here, 7 reported a position in CMS Energy Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 8.7 million shares worth $666.1 million, 0.0% of its reported book. Sold out: Bridgewater Associates.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 8,740,533 | $666.1 million | 0.0% | +212,380 | added | 30 June 2026 | 13F |
| Norges Bank | 4,837,123 | $370.0 million | 0.0% | held | 30 June 2026 | 13F | |
| Soros Fund Management | 970,362 | $74.2 million | 0.9% | -64,035 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 661,356 | $50.6 million | 0.0% | -492,733 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 428,234 | $32.8 million | 0.0% | +109,777 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 33,846 | $2.6 million | 0.0% | -58,719 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 26,905 | $2.1 million | 0.0% | -254,127 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 0 | $0 | 0.0% | -35,626 | exited | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 12 May 2026 | 13G/A | Jpmorgan Chase & Co and 1 other | 15.5 million | 5.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 4 May 2026 | 13G/A | Jpmorgan Chase & Co. and 1 other | 15.5 million | 5.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 18.8 million | 6.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 23.1 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 24 October 2025 | 13G/A | Jpmorgan Chase & Co. and 1 other | 18.4 million | 6.1% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 2,061 | $68.35 | SEC |
| 25 August 2026 | 523 | $68.42 | SEC |
| 24 August 2026 | 6 | $68.27 | SEC |
| 17 August 2026 | 183 | $71.11 | SEC |
| 12 August 2026 | 130 | $69.62 | SEC |
| 6 August 2026 | 2,682 | $71.59 | SEC |
| 4 August 2026 | 2,521 | $71.74 | SEC |
| 30 July 2026 | 2,699 | $74.36 | SEC |
| 27 July 2026 | 220 | $74.70 | SEC |
| 22 July 2026 | 855 | $72.50 | SEC |
| 16 July 2026 | 268 | $74.02 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 2,699 on 30 July 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to CMS by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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