13FBOX
CMS ENERGY CORP COM · 13F Institutional Holdings
Options Calculator Rankings

CMS ENERGY CORP COM

CMS
Institutions
816
Combined AUM (Q2 2026)
$24.20B
Combined Shares (Q2 2026)
315.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+31.8M
437 · 105 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-17.1M
321 · 86 Exit · ≈
⚖️ Net
+14.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$24.20B
Institutions
816
New Buys
105
Adds
332
Reduces
235
Exits
86
Unchanged
144
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.04%0.05%#218$2.53B33.1M$2.60B33.6M-494,694-1.47%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
0.03%0.04%#249$1.54B20.2M$1.54B19.9M+289,651+1.46%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.07%0.08%#144$1.46B19.1M$1.46B18.8M+257,548+1.37%Add
STATE STREET CORP
0.04%0.05%#207$1.35B17.7M$1.40B18.1M-393,087-2.17%Reduce
JPMORGAN CHASE & CO
0.07%0.08%#135$1.28B16.4M$1.22B15.8M+569,705+3.60%Add
WELLINGTON MANAGEMENT GROUP LLP
0.16%0.1%#75$930.1M12.2M$516.4M6.7M+5.5M+82.67%Add
GEODE CAPITAL MANAGEMENT, LLC
0.04%0.04%#232$666.1M8.7M$659.2M8.5M+212,380+2.49%Add
DEUTSCHE BANK AG\
0.18%0.2%#68$618.3M8.1M$600.9M7.7M+336,707+4.35%Add
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0.46%0.56%#33$603.0M7.9M$631.1M8.1M-252,677-3.11%Reduce
Invesco Ltd.
0.05%0.09%#183$582.7M7.6M$593.1M7.6M-28,732-0.38%Reduce
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.19%0.21%#62$576.0M7.2M$614.3M7.6M-388,214-5.09%Reduce
VICTORY CAPITAL MANAGEMENT INC
0.28%0.34%#46$504.6M6.6M$530.6M6.8M-243,422-3.56%Reduce
AMERIPRISE FINANCIAL INC
0.1%0.09%#112$494.0M6.5M$382.7M4.9M+1.5M+31.04%Add
Capital International Investors
0.08%#124$405.7M5.3M$00+5.3MNew Buy
WELLS FARGO & COMPANY/MN
0.06%0.08%#147$401.2M5.2M$420.6M5.4M-176,993-3.26%Reduce
GOLDMAN SACHS GROUP INC
0.03%0.04%#254$370.6M4.8M$370.7M4.8M+65,496+1.37%Add
NORGES BANK
0.04%0.03%#220$370.0M4.8M$193.9M2.6M+2.3M+87.33%Add
GQG Partners LLC
0.68%0.54%#22$363.4M4.8M$342.3M4.4M+337,588+7.65%Add
Pictet Asset Management Holding SA
0.31%0.34%#41$326.5M4.3M$323.3M4.2M+101,719+2.44%Add
MORGAN STANLEY
0.02%0.02%#374$311.4M4.1M$396.0M5.4M-1.3M-24.69%Reduce
BANK OF AMERICA CORP /DE/
0.02%0.02%#369$270.3M3.5M$284.6M3.7M-135,162-3.68%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04%0.05%#189$243.7M3.2M$241.2M3.1M+77,402+2.49%Add
FIL Ltd
0.14%0.18%#84$203.1M2.7M$235.5M3.0M-380,691-12.54%Reduce
NORTHERN TRUST CORP
0.02%0.03%#318$202.4M2.6M$211.4M2.7M-78,979-2.90%Reduce
Magellan Asset Management Ltd
4.34%2.03%#2$194.2M2.5M$156.7M2.0M+519,096+25.70%Add
Legal & General Group Plc
0.04%0.05%#209$189.4M2.5M$200.5M2.6M-108,899-4.21%Reduce
LORD, ABBETT & CO. LLC
0.53%0.84%#27$186.3M2.4M$256.7M3.3M-873,921-26.41%Reduce
Bank of New York Mellon Corp
0.03%0.04%#264$184.8M2.4M$196.6M2.5M-119,455-4.71%Reduce
PARNASSUS INVESTMENTS, LLC
0.45%0.44%#34$169.8M2.2M$151.5M2.0M+266,522+13.65%Add
BARCLAYS PLC
0.03%0.06%#257$166.4M2.2M$232.4M3.0M-819,649-27.36%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%0.02%#335$161.4M2.1M$159.5M2.1M+54,991+2.68%Add
REAVES W H & CO INC
2.22%2.72%#6$146.1M1.9M$164.0M2.1M-205,100-9.70%Reduce
AQR CAPITAL MANAGEMENT LLC
0.05%0.03%#170$142.1M1.9M$61.3M798,457+1.1M+132.70%Add
FRANKLIN RESOURCES INC
0.03%0.03%#287$135.2M1.8M$136.5M1.8M+7,990+0.45%Add
VANGUARD FIDUCIARY TRUST CO
0.03%0.03%#275$132.7M1.7M$133.7M1.7M+11,137+0.65%Add
RAYMOND JAMES FINANCIAL INC
0.04%0.01%#233$130.4M1.7M$28.8M371,555+1.3M+358.62%Add
UBS Group AG
0.02%0.02%#373$130.3M1.7M$151.3M2.0M-246,996-12.66%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
0.01%0.02%#412$129.1M1.7M$201.4M2.6M-907,816-34.97%Reduce
DIMENSIONAL FUND ADVISORS LP
0.02%0.03%#325$126.0M1.6M$122.7M1.6M+65,850+4.16%Add
JENNISON ASSOCIATES LLC
0.07%0.08%#137$116.1M1.5M$123.2M1.6M-70,126-4.42%Reduce
DUFF & PHELPS INVESTMENT MANAGEMENT CO
1.05%1.17%#14$111.2M1.5M$112.8M1.5M00.00%Unchanged
BALYASNY ASSET MANAGEMENT L.P.
0.14%0.05%#88$109.2M1.4M$37.1M478,520+948,456+198.21%Add
iA Global Asset Management Inc.
1.3%1.45%#10$109.1M1.4M$102.7M1.3M+102,769+7.77%Add
Amundi
0.03%0.03%#298$107.7M1.4M$122.4M1.6M-170,214-10.79%Reduce
DekaBank Deutsche Girozentrale
0.15%0.17%#80$102.0M1.3M$105.2M1.3M00.00%Unchanged
COHEN & STEERS, INC.
0.16%#77$100.6M1.3M$00+1.3MNew Buy
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.15%0.19%#81$99.9M1.3M$112.4M1.4M-142,077-9.81%Reduce
PFA Pension, Forsikringsaktieselskab
0.24%#50$95.0M1.2M$00+1.2MNew Buy
HSBC HOLDINGS PLC
0.04%0.02%#215$91.3M1.2M$38.0M490,194+701,353+143.08%Add
BAHL & GAYNOR INC
0.38%0.68%#37$81.7M1.1M$81.1M1.0M+23,433+2.24%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow