13F

Stock

Cms Energy Corp

Ticker not mapped · held by 23 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$834.6M

Holders

23

+1 new · −1 exited

Holders’ est. mark

$5.78M

Price effect on 10 books still in the name

Largest holder

$396M

MORGAN STANLEY

Holder count by quarter

Q1 2016Q2 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q2 2018Q3 2018Q4 2018Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY5.4M$396M—Held
BANK OF AMERICA CORP /DE/3.34M$244.9M—Held
BARCLAYS PLC2.19M$160.8M$5.21MAdded$70.1M
TUDOR INVESTMENT CORP ET AL264K$19.3M—Held
Swiss Life Asset Management Ltd74.6K$5.46M$183KAdded$2.28M
OP Asset Management Ltd40.2K$2.94M$137.6KAdded$549.5K
Sanctuary Advisors, LLC33.7K$2.47M$120.7KAdded$367.1K
Alberta Investment Management Corp23.9K$1.75M$95.1KAdded$95.1K
Savant Capital, LLC6.25K$457.7K$19.9KAdded$111.2K
Aventura Private Wealth, LLC3.77K$275.9K$14.8KAdded$17.8K
Allworth Financial LP2.17K$158.9K—Held
IFP Advisors, Inc847$62.1K—Held
MV CAPITAL MANAGEMENT, INC.318$23.3K—Held
Holos Integrated Wealth LLC168$12.4K—Held
Prestige Wealth Management Group LLC121$8.87K$482Added$482
Leonteq Securities AG108$7.91K—New
Essential Partners LLC55$4.05K$56Added$3.15K
KBC Group NV27.6K$2.02K—Held
Kilter Group LLC25$1.83K—Held
Cape Investment Advisory, Inc.14$1.03K—Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD13.5K$990—Held
Principia Wealth Advisory, LLC12$879—Held
Clark Wealth Partners4$280$3Cut−$690

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.