IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

CMS Energy Corp

CUSIP: 125896BX7 | TRACE | 105 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Union Bancaire Privee, UBP SA800,213,000
0.0% of portfolio›$201
Calamos Advisors LLC76,859,000
0.2% of portfolio›$77.6M
RWC Asset Management LLP7,147,000
0.3% of portfolio›$7.2M
Thrivent Financial for Lutherans5,468,000
0.0% of portfolio›$5.6K
Jefferies Financial Group Inc.2,492,000
0.0% of portfolio›$2.5M
Citigroup Inc1,734,000
0.0% of portfolio›$1.7M
Bank of New York Mellon Corp1,566,000
0.0% of portfolio›$1.6M
Aegon USA Investment Management, LLC905,000
0.7% of portfolio›$911.3K
Calamos Wealth Management LLC773,000
0.0% of portfolio›$780.3K
Valen Private Capital, LLC22,000
0.0% of portfolio›$22.2K
Commonwealth Equity Services, LLC17,000
0.0% of portfolio›$17.1K
Foresight Capital Management Advisors, Inc.14,000
0.0% of portfolio›$14.1K
Choreo, LLC11,000
0.0% of portfolio›$11.2K
Lanark Financial, Inc.7,000
0.0% of portfolio›$7.0K
Alken Asset Management Ltd4,300
0.1% of portfolio›$4.3K
Fifth Third Bancorp4,000
0.0% of portfolio›$4.0K
StyleTurnoverLocationFiled
Union Bancaire Privee, UBP SA
800,213,000$2010.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Calamos Advisors LLC
76,859,000$77.6M0.2%GrowthMediumNaperville, IL2026-11-02
RWC Asset Management LLP
7,147,000$7.2M0.3%YieldMediumLondon, United Kingdom2026-10-22
Thrivent Financial for Lutherans
5,468,000$5.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Jefferies Financial Group Inc.
2,492,000$2.5M0.0%CoreVery HighNew York, NY2026-11-05
Citigroup Inc
1,734,000$1.7M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
1,566,000$1.6M0.0%CoreLowNew York, NY2026-11-05
Aegon USA Investment Management, LLC
905,000$911.3K0.7%ETFVery LowCedar Rapids, IA2026-10-30
Calamos Wealth Management LLC
773,000$780.3K0.0%GrowthMediumNaperville, IL2026-11-02
Valen Private Capital, LLC
22,000$22.2K0.0%ETFN/APaoli, PA2026-10-23
Commonwealth Equity Services, LLC
17,000$17.1K0.0%ETFLowWaltham, MA2026-11-02
Foresight Capital Management Advisors, Inc.
14,000$14.1K0.0%CoreMediumSaline, MI2026-10-27
Choreo, LLC
11,000$11.2K0.0%IndexLowRockford, IL2026-10-28
Lanark Financial, Inc.
7,000$7.0K0.0%CoreMediumBirmingham, AL2026-10-26
Alken Asset Management Ltd
4,300$4.3K0.1%CoreMediumLondon, United Kingdom2026-10-20
Fifth Third Bancorp
4,000$4.0K0.0%IndexVery LowCincinnati, OH2026-11-05