CMS ENERGY CORP hedge fund holdings
CMSNYSE$63.74+0.10 (+0.16%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
CMS · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-11.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 248 | 190 | $1.64B | $1.41B | 691 | Aug 14, 2025 |
| Q3 2025 | 256 | 163 | $2.41B | $1.09B | 735 | Nov 14, 2025 |
| Q4 2025 | 226 | 212 | $1.23B | $2.7B | 755 | Feb 14, 2026 |
| Q1 2026 | 260 | 221 | $1.84B | $1.23B | 759 | May 15, 2026 |
| Q2 2026 | 300 | 204 | $2B | $1.05B | 771 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
771 filersNew position
83$599M+7.83M sh
Increased
217$1.4B+18.3M sh
Reduced
134-$920M-12M sh
Out / sold
70-$127M-1.67M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Wellington Management Group LLP | Added 82.67% | +$421M | $930M | 0.16% | Aug 14, 2026 |
| Capital International Investors | New Buy | +$406M | $406M | 0.08% | Aug 12, 2026 |
| PFA Pension, Forsikringsaktieselskab | New Buy | +$95M | $95M | 0.24% | Aug 12, 2026 |
| Lord, Abbett & Co. LLC | Reduce 26.41% | -$66.9M | $186M | 0.53% | Aug 14, 2026 |
| Cbre Investment Management Listed Real Assets LLC | Reduce 55.31% | -$56.4M | $45.6M | 0.63% | Aug 14, 2026 |
| Magellan Asset Management Ltd | Added 25.70% | +$39.7M | $194M | 4.34% | Aug 13, 2026 |
| Thiel Macro LLC | New Buy | +$39.6M | $39.6M | 9.45% | Aug 14, 2026 |
| Yaupon Capital Management LP | Sell 100% | -$35.1M | $0 | 0.00% | Aug 14, 2026 |
| Retirement Systems of Alabama | Added 645.96% | +$32.2M | $37.1M | 0.11% | Jul 28, 2026 |
| Massachusetts Financial Services Co | Reduce 5.09% | -$30.9M | $576M | 0.18% | Aug 3, 2026 |
| FIL Ltd | Reduce 12.54% | -$29.1M | $203M | 0.15% | Aug 13, 2026 |
| Quantinno Capital Management LP | Added 74.32% | +$23.2M | $54.4M | 0.07% | Aug 13, 2026 |
| Schroder Investment Management Group | Reduce 89.13% | -$22.6M | $2.75M | 0.00% | Aug 13, 2026 |
| Adage Capital Partners GP, L.L.C. | Added 3154.47% | +$20.4M | $21.1M | 0.03% | Aug 14, 2026 |
| Parnassus Investments, LLC | Added 13.65% | +$20.4M | $170M | 0.45% | Jul 29, 2026 |
| Tredje AP-fonden | Added 120.72% | +$19.5M | $35.6M | 0.16% | Aug 10, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduce 3.11% | -$19.3M | $603M | 0.46% | Aug 14, 2026 |
| Verbena Value LP | Sell 100% | -$17M | $0 | 0.00% | Aug 14, 2026 |
| Reaves W H & Co Inc | Reduce 9.70% | -$15.7M | $146M | 2.22% | Jul 30, 2026 |
| First Trust Advisors LP | Reduce 19.31% | -$14M | $58.5M | 0.03% | Aug 11, 2026 |
| Voloridge Investment Management, LLC | Added 42.21% | +$12.9M | $43.6M | 0.19% | Aug 14, 2026 |
| 1832 Asset Management L.P. | Added 38.80% | +$12M | $43.1M | 0.02% | Aug 13, 2026 |
| Korea Investment CORP | Reduce 73.23% | -$11.8M | $4.3M | 0.01% | Aug 12, 2026 |
| OMERS ADMINISTRATION Corp | Reduce 90.81% | -$11.5M | $1.17M | 0.01% | Aug 13, 2026 |
| Nomura Asset Management International Inc. | Reduce 9.81% | -$10.9M | $99.9M | 0.15% | Aug 14, 2026 |
| Greenland Capital Management LP | Sell 100% | -$10.6M | $0 | 0.00% | Aug 12, 2026 |
| KLP Kapitalforvaltning As | New Buy | +$10.1M | $10.1M | 0.03% | Aug 12, 2026 |
| Nomura Holdings Inc | Reduce 88.04% | -$8.45M | $1.15M | 0.00% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Sell 100% | -$8.32M | $0 | 0.00% | Aug 14, 2026 |
| Capital International, Inc. | New Buy | +$8.18M | $8.18M | 0.06% | Aug 12, 2026 |
| iA Global Asset Management Inc. | Added 7.77% | +$7.86M | $109M | 1.30% | Jul 29, 2026 |
| Pictet Asset Management Holding SA | Added 2.44% | +$7.78M | $327M | 0.31% | Jul 30, 2026 |
| Artemis Investment Management LLP | Reduce 34.72% | -$7.51M | $14.1M | 0.13% | Jul 23, 2026 |
| Fisher Funds Management LTD | Reduce 18.37% | -$7.39M | $32.8M | 0.93% | Jul 14, 2026 |
| LBP Am SA | Added 199.93% | +$7.38M | $11.1M | 0.11% | Jul 24, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 14.92% | +$6.7M | $51.6M | 0.03% | Aug 13, 2026 |
| Aberdeen Group plc | Reduce 9.05% | -$6.33M | $63.6M | 0.09% | Jul 31, 2026 |
| ASR Vermogensbeheer N.V. | Reduce 87.11% | -$6.06M | $896K | 0.01% | Jul 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 11.28% | +$5.96M | $58.8M | 0.03% | Aug 7, 2026 |
| ING Groep NV | Reduce 11.78% | -$5.92M | $44.4M | 0.22% | Aug 13, 2026 |
| Trillium Asset Management, LLC | Added 46.60% | +$5.51M | $17.3M | 0.53% | Aug 11, 2026 |
| Energy Income Partners, LLC | Reduce 9.30% | -$5.51M | $53.7M | 0.84% | Aug 7, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Reduce 11.51% | -$5.5M | $42.3M | 0.06% | Aug 13, 2026 |
| Jennison Associates LLC | Reduce 4.42% | -$5.36M | $116M | 0.07% | Aug 3, 2026 |
| Gotham Asset Management, LLC | Added 79.48% | +$5.13M | $11.6M | 0.03% | Aug 14, 2026 |
| DNB Asset Management AS | Reduce 39.75% | -$5.12M | $7.76M | 0.02% | Aug 11, 2026 |
| Aventail Capital Group, LP | Reduce 49.69% | -$5.05M | $5.11M | 0.29% | Aug 14, 2026 |
| Soros Fund Management LLC | Reduce 6.19% | -$4.9M | $74.2M | 0.91% | Aug 14, 2026 |
| Lombard Odier Asset Management (Europe) Ltd | Sell 100% | -$4.86M | $0 | 0.00% | Aug 19, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$4M | $0 | 0.00% | Aug 3, 2026 |
| Aristeia Capital, L.L.C. | New Buy | +$3.99M | $3.99M | 0.05% | Aug 14, 2026 |
| CIBC Asset Management Inc | Reduce 16.34% | -$3.95M | $20.2M | 0.04% | Aug 3, 2026 |
| Vestcor Inc | Reduce 78.81% | -$3.84M | $1.03M | 0.03% | Aug 11, 2026 |
| Flputnam Investment Management Co | New Buy | +$3.83M | $3.83M | 0.05% | Aug 6, 2026 |
| BTG Pactual Asset Management US LLC | Added 69.54% | +$3.77M | $9.19M | 0.57% | Aug 14, 2026 |
| Inspire Investing, LLC | Sell 100% | -$3.61M | $0 | 0.00% | Aug 12, 2026 |
| Ethic Inc. | Added 404.79% | +$3.14M | $3.91M | 0.05% | Jul 29, 2026 |
| SummitTX Capital, L.P. | Sell 100% | -$2.77M | $0 | 0.00% | Aug 14, 2026 |
| Bridgewater Associates, LP | Sell 100% | -$2.76M | $0 | 0.00% | Aug 14, 2026 |
| Summit Global Investments | Reduce 50.44% | -$2.71M | $2.66M | 0.15% | Aug 3, 2026 |
| Sivia Capital Partners, LLC | New Buy | +$2.54M | $2.54M | 0.31% | Jul 23, 2026 |
| Susquehanna Portfolio Strategies, LLC | Added 100.43% | +$2.53M | $5.04M | 0.08% | Aug 14, 2026 |
| Macquarie Group Ltd | Added 15.52% | +$2.33M | $17.3M | 0.07% | Aug 14, 2026 |
| APG Asset Management N.V. | Added 12.73% | +$2.31M | $20.5M | 0.05% | Aug 12, 2026 |
| Banque Pictet & Cie SA | Sell 100% | -$2.28M | $0 | 0.00% | Jul 24, 2026 |
| Jefferies Financial Group Inc. | New Buy | +$2.11M | $2.11M | 0.01% | Aug 17, 2026 |
| IMC-Chicago, LLC | New Buy | +$2.05M | $2.05M | 0.00% | Aug 6, 2026 |
| Treasurer of the State of North Carolina | Added 20.66% | +$2.05M | $12M | 0.03% | Aug 14, 2026 |
| USS Investment Management Ltd | Reduce 67.10% | -$2.01M | $987K | 0.00% | Aug 11, 2026 |
| Holocene Advisors, LP | Reduce 24.65% | -$1.91M | $5.84M | 0.01% | Aug 14, 2026 |
| Mizuho Securities USA LLC | Added 130.55% | +$1.86M | $3.29M | 0.03% | Jul 28, 2026 |
| Asset Management One Co., Ltd. | Added 13.50% | +$1.85M | $15.5M | 0.04% | Jul 28, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 20.96% | -$1.82M | $6.86M | 0.05% | Jul 31, 2026 |
| Capital Innovations LLC | New Buy | +$1.81M | $1.81M | 0.47% | Aug 11, 2026 |
| Bahl & Gaynor LLC | Added 2.24% | +$1.79M | $81.7M | 0.38% | Aug 13, 2026 |
| Cibc World Market Inc. | Added 77.44% | +$1.68M | $3.84M | 0.01% | Aug 13, 2026 |
| Machina Capital S.A.S. | Sell 100% | -$1.67M | $0 | 0.00% | Aug 10, 2026 |
| Blue Sparrow, LLC | Sell 100% | -$1.67M | $0 | 0.00% | Aug 14, 2026 |
| Ilex Capital Partners (UK) LLP | New Buy | +$1.64M | $1.64M | 0.03% | Aug 14, 2026 |
| Oak Thistle LLC | Sell 100% | -$1.6M | $0 | 0.00% | Jul 21, 2026 |
| Alps Advisors Inc | Added 118.32% | +$1.59M | $2.93M | 0.01% | Jul 29, 2026 |
| Graham Capital Management, L.P. | Added 52.48% | +$1.53M | $4.45M | 0.08% | Aug 14, 2026 |
| Natixis Advisors, LLC | Added 6.61% | +$1.41M | $22.7M | 0.03% | Aug 14, 2026 |
| New England Asset Management Inc | Reduce 22.25% | -$1.37M | $4.77M | 0.55% | Aug 14, 2026 |
| &Partners | Added 23.38% | +$1.35M | $7.11M | 0.03% | Aug 14, 2026 |
| National Pension Service | Added 69.25% | +$1.32M | $3.23M | 0.00% | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | Added 5.40% | +$1.22M | $23.9M | 0.06% | Aug 13, 2026 |
| Tounjian Advisory Partners, LLC | Reduce 99.35% | -$1.18M | $7.71K | 0.00% | Aug 7, 2026 |
| Wbi Investments, LLC | Sell 100% | -$1.14M | $0 | 0.00% | Aug 11, 2026 |
| Eurizon Capital SGR S.p.A. | Reduce 16.20% | -$1.13M | $5.84M | 0.02% | Jul 29, 2026 |
| Wealthfront Advisers LLC | Reduce 7.65% | -$1.13M | $13.6M | 0.03% | Aug 7, 2026 |
| Ensign Peak Advisors, Inc | Reduce 5.26% | -$1.12M | $20.2M | 0.03% | Aug 14, 2026 |
| Partners Group Holding AG | Reduce 2.72% | -$1.03M | $37M | 2.52% | Aug 4, 2026 |
| Gateway Investment Advisers LLC | Reduce 41.06% | -$985K | $1.41M | 0.01% | Jul 20, 2026 |
| Van Eck Associates Corp | Added 6.41% | +$876K | $14.5M | 0.01% | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | Added 15.14% | +$875K | $6.65M | 0.03% | Jul 29, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 22.39% | -$867K | $3M | 0.00% | Aug 13, 2026 |
| Nicholas Company, Inc. | Reduce 11.05% | -$866K | $6.97M | 0.13% | Aug 5, 2026 |
| Assetmark, Inc | Added 11.87% | +$841K | $7.93M | 0.01% | Jul 30, 2026 |
| B. Metzler seel. Sohn & Co. AG | Added 9.15% | +$835K | $9.96M | 0.09% | Aug 11, 2026 |