InvestorLens

CMS — CMS ENERGY CORP

Public company

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CMS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net distribution · 1 buying vs 2 selling last quarter
27
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their CMS position last quarter, 1 bought and 2 sold (33% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Izzy Englander)
  • +3 tracked investors reported holding CMS at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About CMS ENERGY CORP (CMS)

CMS ENERGY CORP (CMS) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $241M. Across recent filings, tracked investors recorded 8 new positions, 9 increased, 7 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CMS

59
/100
Mixed Activity
Added / Increased17
Reduced7
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track CMS

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

CMS Ownership Composition

How CMS ENERGY CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Macro
68% of tracked value
Institutions
3
tracked investors
Total Reported
$109.1M
combined 13F value
Types2
  • Macro68.1%
  • Multi-Strategy / Quant31.9%
Macro(1)
68.1%
Multi-Strategy / Quant(2)
31.9%

Tracked investors currently reporting CMS

4 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    428.2K
    Value
    $32.8M
    % Portfolio
    0.00%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    970.4K
    Value
    $74.2M
    % Portfolio
    0.91%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    26.9K
    Value
    $2.1M
    % Portfolio
    0.00%

Previously held CMS

These investors reported CMS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp264K$19.3MSep 30, 2025
Howard MarksOaktree Capital Management15.2M$16.3MDec 31, 2025
Steve CohenPoint72 Asset Management15M$16.6MMar 31, 2025
Ray DalioBridgewater Associates35.6K$2.8MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold CMS?
3 tracked institutional investors disclosed a position in CMS (CMS ENERGY CORP) in their most recent 13F filing.
Who is the largest institutional holder of CMS?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in CMS, valued at $241M.
Did institutional ownership of CMS increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 9 increased, 7 reduced, and 5 fully exited CMS.
Where does this CMS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.