CMS Energy: which funds bought and sold
Institutions that bought and sold CMS Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 428 institutions that filed 13F reports for both quarters added to or opened positions in CMS Energy, and 321 cut or closed them. Together they added a net 13.5M shares, +4.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 9.6M shares (+19.1%); index fund managers were net sellers of 125K shares (−0.1%). 93 opened a new position and 81 sold out entirely.
Bought, Q2 2026 428 institutions, 93 of them new holders Sold, Q2 2026 321 institutions, 81 of them sold out
Net change, all compared +13.5M shares (+4.6%)
Net change, active managers +9.6M shares (+19.1%), 25 bought, 40 sold
Buyers versus sellers
428 bought 135 321 sold
Active managers and hedge funds 25 bought · 40 sold · +9.6M
Index fund managers 9 bought · 3 sold · −125K
Other institutions 394 bought · 278 sold · +4.1M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | +5.5M +82.7% | 12.2M | $930M |
| Capital International Investors Active manager | +5.3M New position | 5.3M | $406M |
| Ameriprise Financial Inc | +1.5M +31.0% | 6.5M | $494M |
| Raymond James Financial Inc | +1.3M +358.6% | 1.7M | $130M |
| Cohen & Steers, Inc. | +1.3M New position | 1.3M | $101M |
| Pfa Pension, Forsikringsaktieselskab | +1.2M New position | 1.2M | $95M |
| AQR Capital Management LLC Hedge fund | +1.1M +132.7% | 1.9M | $142M |
| Assenagon Asset Management S.A. | +1.0M +21026.7% | 1.0M | $79.3M |
| Balyasny Asset Management L.P. Hedge fund | +948K +198.2% | 1.4M | $109M |
| HSBC Holdings PLC | +701K +143.1% | 1.2M | $91.3M |
| Jpmorgan Chase & Co | +570K +3.6% | 16.4M | $1.3B |
| Magellan Asset Management Ltd Active manager | +519K +25.7% | 2.5M | $194M |
| Thiel Macro LLC | +517K New position | 517K | $39.6M |
| Retirement Systems Of Alabama | +420K +646.0% | 485K | $37.1M |
| CIBC Bancorp Usa Inc. | +351K +411.8% | 436K | $33.3M |
| GQG Partners LLC Active manager | +338K +7.7% | 4.8M | $363M |
| Deutsche Bank Ag\ | +337K +4.3% | 8.1M | $618M |
| Quantinno Capital Management LP | +303K +74.3% | 712K | $54.4M |
| Vanguard Capital Management LLC Index funds | +290K +1.5% | 20.2M | $1.5B |
| Bank Of Nova Scotia | +279K +76.2% | 644K | $49.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | +5.5M +82.7% | 12.2M | $930M |
| Capital International Investors Active manager | +5.3M New position | 5.3M | $406M |
| AQR Capital Management LLC Hedge fund | +1.1M +132.7% | 1.9M | $142M |
| Balyasny Asset Management L.P. Hedge fund | +948K +198.2% | 1.4M | $109M |
| Magellan Asset Management Ltd Active manager | +519K +25.7% | 2.5M | $194M |
| GQG Partners LLC Active manager | +338K +7.7% | 4.8M | $363M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | +267K +3154.5% | 275K | $21.1M |
| Parnassus Investments, LLC Active manager | +267K +13.6% | 2.2M | $170M |
| Neuberger Berman Group LLC Active manager | +173K +75.8% | 400K | $30.6M |
| Voloridge Investment Management, LLC Hedge fund | +169K +42.2% | 570K | $43.6M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | −908K −35.0% | 1.7M | $129M |
| Lord, Abbett & Co. LLC | −874K −26.4% | 2.4M | $186M |
| Barclays PLC | −820K −27.4% | 2.2M | $166M |
| Cbre Investment Management Listed Real Assets LLC | −737K −55.3% | 596K | $45.6M |
| Morgan Stanley | −644K −13.7% | 4.1M | $311M |
| SG Americas Securities, LLC | −643K −87.3% | 94K | $7.2M |
| Qube Research & Technologies Ltd Hedge fund | −513K −49.8% | 517K | $39.6M |
| Blackrock, Inc. Index funds | −495K −1.5% | 33.1M | $2.5B |
| FMR LLC Active manager | −493K −42.7% | 661K | $50.6M |
| Yaupon Capital Management LP Hedge fund | −453K Sold out | 0 | — |
| State Street Corp Index funds | −393K −2.2% | 17.7M | $1.4B |
| Massachusetts Financial Services Co Active manager | −388K −5.1% | 7.2M | $576M |
| Fil Ltd Active manager | −381K −12.5% | 2.7M | $203M |
| Brookfield Corp | −363K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −331K −82.0% | 73K | $5.6M |
| Schroder Investment Management Group Active manager | −290K −89.1% | 35K | $2.8M |
| Millennium Management LLC Hedge fund | −254K −90.4% | 27K | $2.1M |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | −253K −3.1% | 7.9M | $603M |
| Victory Capital Management Inc Active manager | −243K −3.6% | 6.6M | $505M |
| Tortoise Capital Advisors, L.L.C. | −224K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | −908K −35.0% | 1.7M | $129M |
| Qube Research & Technologies Ltd Hedge fund | −513K −49.8% | 517K | $39.6M |
| FMR LLC Active manager | −493K −42.7% | 661K | $50.6M |
| Yaupon Capital Management LP Hedge fund | −453K Sold out | 0 | — |
| Massachusetts Financial Services Co Active manager | −388K −5.1% | 7.2M | $576M |
| Fil Ltd Active manager | −381K −12.5% | 2.7M | $203M |
| Exoduspoint Capital Management, LP Hedge fund | −331K −82.0% | 73K | $5.6M |
| Schroder Investment Management Group Active manager | −290K −89.1% | 35K | $2.8M |
| Millennium Management LLC Hedge fund | −254K −90.4% | 27K | $2.1M |
| Victory Capital Management Inc Active manager | −243K −3.6% | 6.6M | $505M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Capital International InvestorsActive manager | 5.3M | $406M |
| Cohen & Steers, Inc. | 1.3M | $101M |
| Pfa Pension, Forsikringsaktieselskab | 1.2M | $95M |
| Thiel Macro LLC | 517K | $39.6M |
| Natixis | 140K | $10.7M |
| Marshall Wace, LLPHedge fund | 137K | $10.5M |
| Klp Kapitalforvaltning As | 132K | $10.1M |
| Capital International, Inc.Active manager | 107K | $8.2M |
| Aristeia Capital, L.L.C.Hedge fund | 52K | $4M |
| Flputnam Investment Management Co | 50K | $3.8M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Yaupon Capital Management LPHedge fund | 453K | $35.1M |
| Brookfield Corp | 363K | $28.1M |
| Tortoise Capital Advisors, L.L.C. | 224K | $17.4M |
| Verbena Value LP | 220K | $17M |
| Man Group PLCHedge fund | 219K | $17M |
| Greenland Capital Management LP | 137K | $10.6M |
| Trexquant Investment LPHedge fund | 133K | $10.3M |
| Caisse De Depot Et Placement Du Quebec | 107K | $8.3M |
| Verition Fund Management LLCHedge fund | 89K | $6.9M |
| Lombard Odier Asset Management (Europe) Ltd | 63K | $4.9M |
Who holds the shares
- Institutions reporting
- 816
- Ten largest holders
- 47.8% of 13F-reported shares
- Index fund managers
- 33.6% of 13F-reported shares
- Active managers and hedge funds
- 18.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 25 | 40 | 5 | 13 | +9.6M | +19.1% |
| Index fund managers | 9 | 3 | 0 | 0 | −125K | −0.1% |
| Other institutions | 394 | 278 | 88 | 68 | +4.1M | +2.9% |