CMS Energy Corp. 13F holders
824 funds reported a position in CMS Energy Corp. in their 13F for the quarter ended 30 June 2026, together 315.9 million shares worth $24.21 billion. Against the quarter before, 80 opened a position, 331 added, 232 trimmed and 81 sold out; together they bought a net 12.4 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Vanguard Portfolio Management LLC.
Funds holding824+18 on Q1 2026
Shares they held315.9Mworth $24.21 billion
Net bought on the quarter12.4M sharesabout $953.9 million at the funds' values
Funds buying to selling411 to 313opened or added, to cut or sold
Opened 80Added 331Held 173Trimmed 232Sold out 81
What each fund did in CMS against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in CMS in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 401 reported a position in CMS Energy Corp.: 32 opened one, 172 added, 106 trimmed and 42 sold out, a net 191,047 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in CMS Energy Corp. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 9.0 million shares worth $566.5 million, 0.0% of its reported book. Sold out: Bridgewater Associates. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 273,896 shares, about $17.2 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 9,014,429 | $566.5 million | 0.0% | +273,896 | added | 30 September 2026 | 13F |
| Norges Bank | 4,837,123 | $370.0 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| Soros Fund Management | 970,362 | $74.2 million | 1.2% | -64,035 | trimmed | 30 June 2026, an earlier quarter | 13F |
| FMR LLC | 661,356 | $50.6 million | 0.0% | -492,733 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 133,234 | $10.2 million | 0.0% | +47,677 | added | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 33,846 | $2.6 million | 0.0% | -58,719 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 26,905 | $2.1 million | 0.0% | -254,127 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 0 | $0 | 0.0% | -35,626 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
Read more
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.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 33,068,880 | 10.47% | $2.53 billion | 0.04% | -494,694 | 13F |
| Vanguard Capital Management LLC | 20,166,948 | 6.38% | $1.54 billion | 0.03% | +289,651 | 13F |
| Vanguard Portfolio Management LLC | 19,050,893 | 6.03% | $1.46 billion | 0.07% | +257,548 | 13F |
| State Street Corp. | 17,705,946 | 5.60% | $1.35 billion | 0.04% | -393,087 | 13F |
| JPMorgan Chase & Co. | 16,409,389 | 5.19% | $1.28 billion | 0.07% | +569,705 | 13F |
| Wellington Management Group LLP | 12,158,296 | 3.85% | $930.1 million | 0.16% | +5,502,352 | 13F |
| Geode Capital Management, LLC | 8,740,533 | 2.77% | $666.1 million | 0.04% | +212,380 | 13F |
| Deutsche Bank AG | 8,082,021 | 2.56% | $618.3 million | 0.18% | +336,707 | 13F |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,882,550 | 2.50% | $603.0 million | 0.48% | -252,677 | 13F |
| Invesco Ltd. | 7,616,465 | 2.41% | $582.7 million | 0.05% | -28,732 | 13F |
| Massachusetts Financial Services Co. | 7,242,159 | 2.29% | $576.0 million | 0.18% | -388,214 | 13F |
| Victory Capital Management Inc. | 6,595,840 | 2.09% | $504.6 million | 0.28% | -243,422 | 13F |
| Ameriprise Financial Inc. | 6,461,250 | 2.05% | $494.0 million | 0.10% | +1,530,673 | 13F |
| Capital International Investors | 5,302,655 | 1.68% | $405.7 million | 0.08% | new | 13F |
| Wells Fargo & Company | 5,245,081 | 1.66% | $401.2 million | 0.07% | -176,993 | 13F |
| Goldman Sachs Group Inc. | 4,844,029 | 1.53% | $370.6 million | 0.04% | +65,496 | 13F |
| Norges Bank | 4,837,123 | 1.53% | $370.0 million | 0.04% | 13F | |
| GQG Partners LLC | 4,750,161 | 1.50% | $363.4 million | 0.68% | +337,588 | 13F |
| Pictet Asset Management Holding SA | 4,268,534 | 1.35% | $326.5 million | 0.31% | +101,719 | 13F |
| Morgan Stanley | 4,070,310 | 1.29% | $311.4 million | 0.02% | -643,689 | 13F |
| Bank of America Corp. | 3,533,370 | 1.12% | $270.3 million | 0.02% | -135,162 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 3,186,256 | 1.01% | $243.7 million | 0.04% | +77,402 | 13F |
| FIL Ltd | 2,655,502 | 0.84% | $203.1 million | 0.15% | -380,691 | 13F |
| Northern Trust Corp. | 2,646,188 | 0.84% | $202.4 million | 0.02% | -78,979 | 13F |
| Magellan Asset Management Ltd | 2,539,050 | 0.80% | $194.2 million | 4.34% | +519,096 | 13F |
| Legal & General Group Plc | 2,475,430 | 0.78% | $189.4 million | 0.04% | -108,899 | 13F |
| Lord, Abbett & Co. LLC | 2,434,795 | 0.77% | $186.3 million | 0.56% | -873,921 | 13F |
| Bank of New York Mellon Corp | 2,415,234 | 0.76% | $184.8 million | 0.03% | -119,455 | 13F |
| Parnassus Investments, LLC | 2,219,735 | 0.70% | $169.8 million | 0.45% | +266,522 | 13F |
| Barclays PLC | 2,175,714 | 0.69% | $166.4 million | 0.05% | -819,649 | 13F |
| Charles Schwab Investment Management Inc. | 2,110,447 | 0.67% | $161.4 million | 0.02% | +54,991 | 13F |
| Reaves W H & Co. Inc. | 1,909,154 | 0.60% | $146.1 million | 2.22% | -205,100 | 13F |
| AQR Capital Management LLC | 1,857,999 | 0.59% | $142.1 million | 0.05% | +1,059,542 | 13F |
| Franklin Resources Inc. | 1,767,768 | 0.56% | $135.2 million | 0.03% | +7,990 | 13F |
| Vanguard Fiduciary Trust Co. | 1,734,843 | 0.55% | $132.7 million | 0.03% | +11,137 | 13F |
| Raymond James Financial Inc. | 1,704,029 | 0.54% | $130.4 million | 0.04% | +1,332,474 | 13F |
| UBS Group AG | 1,703,575 | 0.54% | $130.3 million | 0.02% | -182,496 | 13F |
| Price T Rowe Associates Inc. | 1,688,159 | 0.53% | $129.1 million | 0.01% | -907,816 | 13F |
| Dimensional Fund Advisors LP | 1,646,965 | 0.52% | $126.0 million | 0.02% | +65,850 | 13F |
| Jennison Associates LLC | 1,517,533 | 0.48% | $116.1 million | 0.07% | -70,126 | 13F |
| Duff & Phelps Investment Management Co. | 1,453,667 | 0.46% | $111.2 million | 1.05% | no change | 13F |
| Balyasny Asset Management L.P. | 1,426,976 | 0.45% | $109.2 million | 0.21% | +948,456 | 13F |
| iA Global Asset Management Inc. | 1,425,936 | 0.45% | $109.1 million | 1.30% | +102,769 | 13F |
| Amundi | 1,407,569 | 0.45% | $107.7 million | 0.03% | -170,214 | 13F |
| DekaBank Deutsche Girozentrale | 1,333,955 | 0.42% | $103.1 million | 0.17% | no change | 13F |
| Cohen & Steers, Inc. | 1,315,142 | 0.42% | $100.6 million | 0.16% | new | 13F |
| Nomura Asset Management International Inc. | 1,306,273 | 0.41% | $99.9 million | 0.15% | -142,077 | 13F |
| PFA Pension, Forsikringsaktieselskab | 1,241,557 | 0.39% | $95.0 million | 0.24% | new | 13F |
| HSBC Holdings PLC | 1,191,547 | 0.38% | $91.3 million | 0.04% | +701,353 | 13F |
| Bahl & Gaynor LLC | 1,068,322 | 0.34% | $81.7 million | 0.38% | +23,433 | 13F |
The 50 largest of the 824 funds that reported a position in CMS in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read more
Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on CMS
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 295,000 | $22.6 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read more
They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.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 |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read more
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. 13D and 13GFails 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.