CMS Institutional Holdings
CMS Energy · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $3.1B
VANGUARD PORTFOLIO MANAGEMENT LLC $1.5B
HSBC HOLDINGS PLC $140M
VANGUARD FIDUCIARY TRUST CO $134M
Vanguard Global Advisers, LLC $52M
↑ Increased (5)
CWM, LLC +147629.5%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +115212.6%
Daiwa Securities Group Inc. +114993.7%
IFM Investors Pty Ltd +110379.8%
WELLINGTON MANAGEMENT GROUP LLP +11730.2%
↓ Decreased (5)
Kentucky Retirement Systems -100.0%
CONTRAVISORY INVESTMENT MANAGEMENT, INC. -99.9%
Capital Innovations LLC -99.9%
Assenagon Asset Management S.A. -99.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO -97.3%
↓ Exited Positions (5)
VANGUARD GROUP INC $2.8B
Freestone Grove Partners LP $65M
Zimmer Partners, LP $52M
Magnetar Financial LLC $44M
TUDOR INVESTMENT CORP ET AL $19M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 39.8M | $3.1B |
| 2 | BlackRock, Inc. | 84.1M | $2.7B |
| 3 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 61.7M | $2.4B |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 18.8M | $1.5B |
| 5 | STATE STREET CORP | 35.1M | $1.4B |
| 6 | JPMORGAN CHASE & CO | 24.3M | $1.2B |
| 7 | MORGAN STANLEY | 40.5M | $1.1B |
| 8 | BARCLAYS PLC | 28.5M | $927M |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 8.5M | $659M |
| 10 | GOLDMAN SACHS GROUP INC | 8.9M | $657M |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7.6M | $614M |
| 12 | DEUTSCHE BANK AG\ | 9.4M | $603M |
| 13 | Invesco Ltd. | 11.5M | $598M |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 51.6M | $581M |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 7.4M | $517M |
| 16 | WELLS FARGO & COMPANY/MN | 5.9M | $421M |
| 17 | AMERIPRISE FINANCIAL INC | 18.0M | $397M |
| 18 | GQG Partners LLC | 4.4M | $342M |
| 19 | Pictet Asset Management Holding SA | 4.2M | $323M |
| 20 | BANK OF AMERICA CORP /DE/ | 16.0M | $299M |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.1M | $241M |
| 22 | FIL Ltd | 3.0M | $236M |
| 23 | NORTHERN TRUST CORP | 2.7M | $211M |
| 24 | Legal & General Group Plc | 2.6M | $200M |
| 25 | Bank of New York Mellon Corp | 4.8M | $199M |
| 26 | NORGES BANK | 2.6M | $194M |
| 27 | REAVES W H & CO INC | 2.1M | $164M |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.1M | $159M |
| 29 | Magellan Asset Management Ltd | 2.0M | $157M |
| 30 | PARNASSUS INVESTMENTS, LLC | 2.0M | $152M |
| 31 | FRANKLIN RESOURCES INC | 10.8M | $147M |
| 32 | UBS Group AG | 2.1M | $147M |
| 33 | HSBC HOLDINGS PLC | 1.9M | $140M |
| 34 | VANGUARD FIDUCIARY TRUST CO | 1.7M | $134M |
| 35 | JENNISON ASSOCIATES LLC | 1.6M | $123M |
| 36 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $123M |
| 37 | Amundi | 5.7M | $122M |
| 38 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.5M | $113M |
| 39 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.4M | $112M |
| 40 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1.3M | $103M |
| 41 | FMR LLC | 9.5M | $99M |
| 42 | Universal- Beteiligungs- und Servicegesellschaft mbH | 59.4M | $97M |
| 43 | ADVENT CAPITAL MANAGEMENT /DE/ | 74.2M | $85M |
| 44 | Rockefeller Capital Management L.P. | 1.1M | $84M |
| 45 | Soroban Capital Partners LP | 1.1M | $82M |
| 46 | BAHL & GAYNOR INC | 1.0M | $81M |
| 47 | SOROS FUND MANAGEMENT LLC | 1.0M | $80M |
| 48 | Qube Research & Technologies Ltd | 1.0M | $80M |
| 49 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.0M | $79M |
| 50 | Aequim Alternative Investments LP | 70.0M | $79M |
| 51 | ROYAL BANK OF CANADA | 1.0M | $79M |
| 52 | Nuveen, LLC | 990K | $77M |
| 53 | FIRST TRUST ADVISORS LP | 947K | $73M |
| 54 | AVIVA PLC | 936K | $73M |
| 55 | Aberdeen Group plc | 914K | $71M |
| 56 | Calamos Advisors LLC | 62.4M | $71M |
| 57 | UniSuper Management Pty Ltd | 909K | $71M |
| 58 | Swiss National Bank | 893K | $69M |
| 59 | JANUS HENDERSON GROUP PLC | 870K | $67M |
| 60 | TD Asset Management Inc | 810K | $63M |
| 61 | AQR CAPITAL MANAGEMENT LLC | 798K | $61M |
| 62 | Energy Income Partners, LLC | 774K | $60M |
| 63 | Sumitomo Mitsui Trust Group, Inc. | 707K | $55M |
| 64 | Mitsubishi UFJ Asset Management Co., Ltd. | 691K | $54M |
| 65 | Vanguard Global Advisers, LLC | 667K | $52M |
| 66 | ING GROEP NV | 658K | $51M |
| 67 | RHUMBLINE ADVISERS | 652K | $51M |
| 68 | California Public Employees Retirement System | 633K | $49M |
| 69 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 624K | $48M |
| 70 | BANK OF MONTREAL /CAN/ | 588K | $46M |
| 71 | VANGUARD ASSET MANAGEMENT, Ltd | 587K | $46M |
| 72 | BNP PARIBAS FINANCIAL MARKETS | 577K | $45M |
| 73 | MILLER HOWARD INVESTMENTS INC /NY | 563K | $44M |
| 74 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 538K | $42M |
| 75 | Fisher Funds Management LTD | 526K | $41M |
| 76 | RWC Asset Management LLP | 7.0M | $40M |
| 77 | Partners Group Holding AG | 497K | $39M |
| 78 | Balyasny Asset Management L.P. | 479K | $37M |
| 79 | LPL Financial LLC | 491K | $36M |
| 80 | Yaupon Capital Management LP | 453K | $35M |
| 81 | PRINCIPAL FINANCIAL GROUP INC | 448K | $35M |
| 82 | STRS OHIO | 441K | $34M |
| 83 | ENVESTNET ASSET MANAGEMENT INC | 412K | $32M |
| 84 | Quantinno Capital Management LP | 408K | $32M |
| 85 | 1832 Asset Management L.P. | 406K | $31M |
| 86 | ExodusPoint Capital Management, LP | 404K | $31M |
| 87 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 401K | $31M |
| 88 | TENOR CAPITAL MANAGEMENT Co., L.P. | 27.0M | $31M |
| 89 | CIDEL ASSET MANAGEMENT INC | 398K | $31M |
| 90 | M&T Bank Corp | 387K | $30M |
| 91 | CITIGROUP INC | 387K | $30M |
| 92 | TRUIST FINANCIAL CORP | 377K | $29M |
| 93 | CANADA PENSION PLAN INVESTMENT BOARD | 374K | $29M |
| 94 | RAYMOND JAMES FINANCIAL INC | 372K | $29M |
| 95 | BANK OF NOVA SCOTIA | 365K | $28M |
| 96 | BROOKFIELD Corp /ON/ | 363K | $28M |
| 97 | US BANCORP \DE\ | 361K | $28M |
| 98 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 352K | $27M |
| 99 | Allspring Global Investments Holdings, LLC | 323K | $25M |
| 100 | SCHRODER INVESTMENT MANAGEMENT GROUP | 325K | $25M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09