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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +13 | — | 13 | $995.00 | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +5,240 | +88.5% | 11,164 | $854.08K | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -1,241 | -0.6% | 204,080 | $15.61M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +17 | +2.1% | 822 | $62.88K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +47,677 | +55.7% | 133,234 | $10.19M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +166 | +1.1% | 14,757 | $1.13M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +28 | +25.2% | 139 | $10.63K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -8,599 | -5.5% | 147,623 | $11.29M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +5,886 | +1.7% | 358,049 | $27.39M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Buy | +6 | +0.7% | 843 | $64.49K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +513,331 | +10463.3% | 518,237 | $39.65M | Q2 2026 | Aug 21, 2026 |
| West Michigan Advisors, Llc | Buy | +2,069 | +71.5% | 4,962 | $379.59K | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -612 | -12.9% | 4,148 | $317.39K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +7,589 | +23.9% | 39,375 | $3.01M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +3,537 | — | 3,537 | $270.58K | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -55 | -2.0% | 2,752 | $210.53K | Q2 2026 | Aug 19, 2026 |
| Rakuten Investment Management, Inc. | Buy | +5,103 | +11.2% | 50,474 | $3.93M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +4,169 | +157.1% | 6,823 | $521.95K | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Buy | +50 | — | 50 | $3.90K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +27,532 | — | 27,532 | $2.11M | Q2 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Buy | +10,919 | — | 10,919 | $835.30K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -5,937 | -3.2% | 179,008 | $13.69M | Q2 2026 | Aug 17, 2026 |
| Brasada Capital Management, Lp | Sell | -5,642 | -5.0% | 107,350 | $8.21M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +2,059 | +15.5% | 15,317 | $1.17M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +90 | +0.8% | 11,555 | $883.95K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +31 | +83.8% | 68 | $5.20K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +7,616,465 | — | 7,616,465 | $582.66M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +6,461,250 | — | 6,461,250 | $494.03M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Buy | +5,502,352 | +82.7% | 12,158,296 | $930.11M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,332,474 | +358.6% | 1,704,029 | $130.36M | Q2 2026 | Aug 14, 2026 |
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.
Related CMS Institutional Insights
- CMS Overview
- CMS 13F Institutional Holders
- CMS Top Institutional Shareholders
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- CMS Insider Trading & SEC Form 4 Activity
- CMS Articles
- Top Institutional Investor Stock Rankings