CMS Energy — Institutional Ownership
Which tracked institutions hold CMS, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
51
Funds holding
$7717542228
Total value held
Buying
31 added/new · 17 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $2603862048 | 33563574 | +951848 | +2.92% |
| 2 | State Street Corp | $1404122980 | 18099033 | +323696 | +1.82% |
| 3 | Invesco Ltd. | $523218066 | 7482026 | +43578 | +0.59% |
| 4 | Wells Fargo & Company/Mn | $393300864 | 5624209 | -56178 | -0.99% |
| 5 | Ameriprise Financial Inc | $382737819 | 4930577 | +32112 | +0.66% |
| 6 | Goldman Sachs Group Inc | $370718598 | 4778533 | +685471 | +16.75% |
| 7 | Morgan Stanley | $365712223 | 4713999 | +101017 | +2.19% |
| 8 | Bank Of America Corp /De/ | $284604700 | 3668532 | +266641 | +7.84% |
| 9 | Barclays Plc | $232380262 | 2995363 | — | NEW BUY |
| 10 | Northern Trust Corp | $211418456 | 2725167 | -91002 | -3.23% |
| 11 | Bank Of New York Mellon Corp | $196641174 | 2534689 | -131623 | -4.94% |
| 12 | Franklin Resources Inc | $136523578 | 1759778 | -115940 | -6.18% |
| 13 | Royal Bank Of Canada | $78609000 | 1013282 | — | NEW BUY |
| 14 | Blackrock, Inc. | $57093250 | 50525000 | +40700000 | +414.25% |
| 15 | Bank Of Montreal /Can/ | $45584999 | 587587 | — | NEW BUY |
| 16 | Citigroup Inc | $37881989 | 541713 | -344889 | -38.90% |
| 17 | Principal Financial Group Inc | $34757081 | 448016 | -15617 | -3.37% |
| 18 | Janus Henderson Group Plc | $33744596 | 434950 | — | NEW BUY |
| 19 | Truist Financial Corp | $29236413 | 376855 | -105917 | -21.94% |
| 20 | Raymond James Financial Inc | $28825231 | 371555 | +30699 | +9.01% |
| 21 | M&T Bank Corp | $28819410 | 412106 | -4948 | -1.19% |
| 22 | Bank Of Nova Scotia | $28355179 | 365496 | — | NEW BUY |
| 23 | Brookfield Corp /On/ | $28133689 | 362641 | +320081 | +752.07% |
| 24 | Us Bancorp \De\ | $27983647 | 360707 | -4735 | -1.30% |
| 25 | State Street Corp | $19485106 | 17036000 | +900000 | +5.58% |
| 26 | Prudential Financial Inc | $18066442 | 232875 | -499295 | -68.19% |
| 27 | Ameriprise Financial Inc | $14722770 | 13029000 | +1509000 | +13.10% |
| 28 | Citigroup Inc | $13976226 | 13068000 | +11068000 | +553.40% |
| 29 | Bank Of America Corp /De/ | $13950980 | 12346000 | +4937000 | +66.64% |
| 30 | Fifth Third Bancorp | $12118829 | 156210 | +118442 | +313.60% |
| 31 | Franklin Resources Inc | $10176725 | 8996000 | +508000 | +5.98% |
| 32 | Nomura Holdings Inc | $9730239 | 125422 | — | NEW BUY |
| 33 | Toronto Dominion Bank | $9127054 | 117647 | — | NEW BUY |
| 34 | Morgan Stanley | $8324710 | 7367000 | -2183000 | -22.86% |
| 35 | Pnc Financial Services Group, Inc. | $7502646 | 96709 | +16283 | +20.25% |
| 36 | Sei Investments Co | $6813132 | 87818 | — | NEW BUY |
| 37 | Invesco Ltd. | $2673750 | 2500000 | — | Held |
| 38 | Bank Of New York Mellon Corp | $2503748 | 2216000 | +1800000 | +432.69% |
| 39 | Allstate Corp | $1401397 | 20040 | +9210 | +85.04% |
| 40 | Equitable Holdings, Inc. | $1329967 | 17143 | — | NEW BUY |
| 41 | Banco Bilbao Vizcaya Argentaria, S.A. | $679678 | 8761 | — | NEW BUY |
| 42 | Westwood Holdings Group Inc | $319861 | 4123 | -2 | -0.05% |
| 43 | Citizens Financial Group Inc/Ri | $202784 | 2614 | -1009 | -27.85% |
| 44 | First Financial Corp /In/ | $109000 | 1405 | -75 | -5.07% |
| 45 | Atlantic Union Bankshares Corp | $27064 | 387 | -97 | -20.04% |
| 46 | Pnc Financial Services Group, Inc. | $12780 | 763 | -201 | -20.85% |
| 47 | Wells Fargo & Company/Mn | $6431 | 6000 | — | Held |
| 48 | Amalgamated Financial Corp. | $5079 | 72626 | — | NEW BUY |
| 49 | Fifth Third Bancorp | $4520 | 4000 | — | NEW BUY |
| 50 | Pnc Financial Services Group, Inc. | $4044 | 183 | — | Held |
| 51 | Wealthfront Corp | $2014 | 41095 | -3251 | -7.33% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.