CMS Energy — Institutional Ownership
Which tracked institutions hold CMS, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
50
Funds holding
$9125570020
Total value held
Buying
32 added/new · 17 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $2548119270 | 49518880 | -34569694 | -41.11% |
| 2 | State Street Corp | $1378593295 | 39141946 | +4006913 | +11.40% |
| 3 | Jpmorgan Chase & Co | $1281478282 | 18794389 | -5489295 | -22.60% |
| 4 | Invesco Ltd. | $587010034 | 11516465 | +11516465 | NEW BUY |
| 5 | Ameriprise Financial Inc | $508635840 | 19490250 | +19490250 | NEW BUY |
| 6 | Wells Fargo & Company/Mn | $401289989 | 5282081 | -581993 | -9.92% |
| 7 | Goldman Sachs Group Inc | $370568205 | 4844029 | +65496 | +1.37% |
| 8 | Morgan Stanley | $319800954 | 11620310 | -460689 | -3.81% |
| 9 | Bank Of America Corp /De/ | $280523038 | 12695370 | -3319162 | -20.73% |
| 10 | Northern Trust Corp | $202433384 | 2646188 | -78979 | -2.90% |
| 11 | Bank Of New York Mellon Corp | $187126724 | 4531234 | -219455 | -4.62% |
| 12 | Barclays Plc | $167709821 | 3311714 | +316351 | +10.56% |
| 13 | Franklin Resources Inc | $145280525 | 10763768 | +7990 | +0.07% |
| 14 | Raymond James Financial Inc | $130358346 | 1704029 | +1332474 | +358.62% |
| 15 | Ubs Group Ag | $130336875 | 1715575 | +1715575 | NEW BUY |
| 16 | Royal Bank Of Canada | $78387000 | 1024656 | +11374 | +1.12% |
| 17 | Bank Of Montreal /Can/ | $50010729 | 653735 | +66148 | +11.26% |
| 18 | Bank Of Nova Scotia | $49276098 | 644132 | +278636 | +76.24% |
| 19 | Ing Groep Nv | $44383923 | 580182 | +580182 | NEW BUY |
| 20 | Citigroup Inc | $39568192 | 5447279 | -8162434 | -59.98% |
| 21 | Janus Henderson Group Plc | $33744596 | 434950 | +434950 | NEW BUY |
| 22 | Principal Financial Group Inc | $31781314 | 415442 | -32574 | -7.27% |
| 23 | M&T Bank Corp | $30255687 | 395506 | -16600 | -4.03% |
| 24 | Us Bancorp \De\ | $27078943 | 353973 | -6734 | -1.87% |
| 25 | Truist Financial Corp | $24643666 | 322139 | -54716 | -14.52% |
| 26 | Sei Investments Co | $12949604 | 169266 | +81448 | +92.75% |
| 27 | Fifth Third Bancorp | $11401382 | 152979 | -7231 | -4.51% |
| 28 | Prudential Financial Inc | $11198836 | 146390 | -86485 | -37.14% |
| 29 | Hennessy Advisors Inc | $10334997 | 135098 | +135098 | NEW BUY |
| 30 | Toronto Dominion Bank | $9965961 | 130274 | +12627 | +10.73% |
| 31 | Pnc Financial Services Group, Inc. | $8059621 | 106059 | +8404 | +8.61% |
| 32 | Stifel Financial Corp | $4945053 | 64631 | +64631 | NEW BUY |
| 33 | Allstate Corp | $2340900 | 30600 | +10560 | +52.69% |
| 34 | Jefferies Financial Group Inc. | $2106199 | 27532 | +27532 | NEW BUY |
| 35 | Nomura Holdings Inc | $1147653 | 15002 | -110420 | -88.04% |
| 36 | Westwood Holdings Group Inc | $725143 | 9479 | +5356 | +129.91% |
| 37 | Banco Bilbao Vizcaya Argentaria, S.A. | $480669 | 6279 | -2482 | -28.33% |
| 38 | Citizens Financial Group Inc/Ri | $413779 | 5409 | +2795 | +106.92% |
| 39 | Zions Bancorporation, National Association /Ut/ | $311891 | 4077 | +4077 | NEW BUY |
| 40 | Banco Santander, S.A. | $256887 | 3358 | +3358 | NEW BUY |
| 41 | Marex Group Ltd | $243423 | 3182 | +3182 | NEW BUY |
| 42 | First Financial Corp /In/ | $107483 | 1405 | — | Held |
| 43 | Cohen & Steers, Inc. | $100608 | 1315142 | +1315142 | NEW BUY |
| 44 | First Horizon Corp | $33354 | 436 | +436 | NEW BUY |
| 45 | Prosperity Bancshares Inc | $18513 | 242 | +242 | NEW BUY |
| 46 | Atlantic Union Bankshares Corp | $12088 | 158 | -229 | -59.17% |
| 47 | First Bancorp, Inc /Me/ | $9257 | 121 | +121 | NEW BUY |
| 48 | Amalgamated Financial Corp. | $5079 | 72626 | +72626 | NEW BUY |
| 49 | Southstate Bank Corp | $4896 | 64 | +64 | NEW BUY |
| 50 | Wealthfront Corp | $2014 | 41095 | +2700 | +7.03% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.