CMS ENERGY CORP (CMS) Institutional Ownership Changes & 13F Activity

CMS ENERGY CORP (CMS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Wellington Management Group Llp, Raymond James Financial Inc, and Assenagon Asset Management S.A..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+1313$995.00Q2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+5,240+88.5%11,164$854.08KQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheSell-1,241-0.6%204,080$15.61MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+17+2.1%822$62.88KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+47,677+55.7%133,234$10.19MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+166+1.1%14,757$1.13MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+28+25.2%139$10.63KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-8,599-5.5%147,623$11.29MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+5,886+1.7%358,049$27.39MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcBuy+6+0.7%843$64.49KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+513,331+10463.3%518,237$39.65MQ2 2026Aug 21, 2026
West Michigan Advisors, LlcBuy+2,069+71.5%4,962$379.59KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupSell-612-12.9%4,148$317.39KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+7,589+23.9%39,375$3.01MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+3,5373,537$270.58KQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-55-2.0%2,752$210.53KQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+5,103+11.2%50,474$3.93MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+4,169+157.1%6,823$521.95KQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpBuy+5050$3.90KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+27,53227,532$2.11MQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+10,91910,919$835.30KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-5,937-3.2%179,008$13.69MQ2 2026Aug 17, 2026
Brasada Capital Management, LpSell-5,642-5.0%107,350$8.21MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+2,059+15.5%15,317$1.17MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+90+0.8%11,555$883.95KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+31+83.8%68$5.20KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+7,616,4657,616,465$582.66MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+6,461,2506,461,250$494.03MQ2 2026Aug 14, 2026
Wellington Management Group LlpBuy+5,502,352+82.7%12,158,296$930.11MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,332,474+358.6%1,704,029$130.36MQ2 2026Aug 14, 2026
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Frequently asked questions about CMS activity

  • Which institutional owners are buying CMS?

    Institutional owners buying CMS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CMS activity?

    "Buy" means an investor increased their reported position in CMS compared to the prior reporting period. This reflects growing exposure to CMS ENERGY CORP (CMS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CMS increasing?

    Institutional interest in CMS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.