CMS Energy Corp

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Union Bancaire Privee, UBP SA

INCREASED

Shares800,213,000 from 213,000

Change+800,000,000 (+375587%)

Value$201 (-$242.8K)

Filed 2026-11-04

Advent Capital Management

INCREASED

Shares84,407,000 from 82,240,000

Change+2,167,000 (+3%)

Value$86.3M (-$6.0M)

Filed 2026-11-09

Calamos Advisors LLC

INCREASED

Shares76,859,000 from 76,823,000

Change+36,000 (+0%)

Value$77.6M (-$8.3M)

Filed 2026-11-02

RWC Asset Management LLP

UNCHANGED

Shares7,147,000 from 7,147,000

Change0 (0%)

Value$7.2M (-$761.1K)

Filed 2026-10-22

Thrivent Financial for Lutherans

DECREASED

Shares5,468,000 from 6,510,000

Change-1,042,000 (-16%)

Value$5.6K (-$1.7K)

Filed 2026-11-05

Amundi

UNCHANGED

Shares4,100,000 from 4,100,000

Change0 (0%)

Value$412.9M (+$408.3M)

Filed 2026-11-06

Jefferies Financial Group Inc.

NEW

Shares2,492,000

Change+2,492,000

Value$2.5M

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares1,734,000 from 5,003,000

Change-3,269,000 (-65%)

Value$1.7M (-$3.8M)

Filed 2026-11-04

LBP AM SA

UNCHANGED

Shares1,600,000 from 1,600,000

Change0 (0%)

Value$1.6M (-$156.8K)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares1,566,000 from 2,116,000

Change-550,000 (-26%)

Value$1.6M (-$780.5K)

Filed 2026-11-05

Deutsche Bank Ag\

DECREASED

Shares1,551,000 from 1,664,000

Change-113,000 (-7%)

Value$1.6M (-$294.3K)

Filed 2026-11-06

Aegon USA Investment Management, LLC

UNCHANGED

Shares905,000 from 905,000

Change0 (0%)

Value$911.3K (-$98.2K)

Filed 2026-10-30

Calamos Wealth Management LLC

DECREASED

Shares773,000 from 814,000

Change-41,000 (-5%)

Value$780.3K (-$129.4K)

Filed 2026-11-02

Barclays PLC

DECREASED

Shares317,000 from 1,136,000

Change-819,000 (-72%)

Value$320.0K (-$947.7K)

Filed 2026-11-06

LPL Financial LLC

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$30.2K (-$3.4K)

Filed 2026-11-06

Valen Private Capital, LLC

NEW

Shares22,000

Change+22,000

Value$22.2K

Filed 2026-10-23

Commonwealth Equity Services, LLC

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$17.1K (-$1.8K)

Filed 2026-11-02

Foresight Capital Management Advisors, Inc.

NEW

Shares14,000

Change+14,000

Value$14.1K

Filed 2026-10-27

Choreo, LLC

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$11.2K (-$1.1K)

Filed 2026-10-28

Lanark Financial, Inc.

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$7.0K (-$759)

Filed 2026-10-26

Alken Asset Management Ltd

UNCHANGED

Shares4,300 from 4,300

Change0 (0%)

Value$4.3K (-$505)

Filed 2026-10-20

Fifth Third Bancorp

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$4.0K (-$434)

Filed 2026-11-05

Lazard Asset Management LLC

N/A

Shares— from 92,504,000

Change-92,504,000 (-100%)

Value—

Aequim Alternative Investments LP

N/A

Shares— from 70,000,000

Change-70,000,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 61,974,000

Change-61,974,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 55,100,000

Change-55,100,000 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 44,021,000

Change-44,021,000 (-100%)

Value—

Tenor Capital Management Co., L.P.

N/A

Shares— from 27,000,000

Change-27,000,000 (-100%)

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 22,909,000

Change-22,909,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 21,436,000

Change-21,436,000 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 21,000,000

Change-21,000,000 (-100%)

Value—

Wellesley Asset Management

N/A

Shares— from 20,500,000

Change-20,500,000 (-100%)

Value—

Shenkman Capital Management Inc

N/A

Shares— from 17,254,000

Change-17,254,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 16,450,000

Change-16,450,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 13,029,000

Change-13,029,000 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 9,609,000

Change-9,609,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 9,162,000

Change-9,162,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 8,996,000

Change-8,996,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 8,600,000

Change-8,600,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,242,000

Change-8,242,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 7,550,000

Change-7,550,000 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 5,100,000

Change-5,100,000 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 4,545,000

Change-4,545,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 3,900,000

Change-3,900,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 3,320,000

Change-3,320,000 (-100%)

Value—

EFG International AG

N/A

Shares— from 3,000,000

Change-3,000,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 2,941,000

Change-2,941,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,385,000

Change-2,385,000 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 763,000

Change-763,000 (-100%)

Value—

&partners

N/A

Shares— from 170,000

Change-170,000 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 38,890

Change-38,890 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 37,000

Change-37,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 32,000

Change-32,000 (-100%)

Value—

Blair William & Co

N/A

Shares— from 29,000

Change-29,000 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 21,000

Change-21,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 2,737

Change-2,737 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Union Bancaire Privee, UBP SA	INCREASED	800,213,000	213,000	+800,000,000	+375587%	$243.0K	$201	-$242.8K	2026-11-04
Advent Capital Management	INCREASED	84,407,000	82,240,000	+2,167,000	+3%	$92.3M	$86.3M	-$6.0M	2026-11-09
Calamos Advisors LLC	INCREASED	76,859,000	76,823,000	+36,000	+0%	$85.9M	$77.6M	-$8.3M	2026-11-02
RWC Asset Management LLP	UNCHANGED	7,147,000	7,147,000	0	0%	$8.0M	$7.2M	-$761.1K	2026-10-22
Thrivent Financial for Lutherans	DECREASED	5,468,000	6,510,000	-1,042,000	-16%	$7.3K	$5.6K	-$1.7K	2026-11-05
Amundi	UNCHANGED	4,100,000	4,100,000	0	0%	$4.6M	$412.9M	+$408.3M	2026-11-06
Jefferies Financial Group Inc.	NEW	2,492,000	—	+2,492,000	—	—	$2.5M	—	2026-11-05
Citigroup Inc	DECREASED	1,734,000	5,003,000	-3,269,000	-65%	$5.6M	$1.7M	-$3.8M	2026-11-04
LBP AM SA	UNCHANGED	1,600,000	1,600,000	0	0%	$1.8M	$1.6M	-$156.8K	2026-11-06
Bank of New York Mellon Corp	DECREASED	1,566,000	2,116,000	-550,000	-26%	$2.4M	$1.6M	-$780.5K	2026-11-05
Deutsche Bank Ag\	DECREASED	1,551,000	1,664,000	-113,000	-7%	$1.9M	$1.6M	-$294.3K	2026-11-06
Aegon USA Investment Management, LLC	UNCHANGED	905,000	905,000	0	0%	$1.0M	$911.3K	-$98.2K	2026-10-30
Calamos Wealth Management LLC	DECREASED	773,000	814,000	-41,000	-5%	$909.7K	$780.3K	-$129.4K	2026-11-02
Barclays PLC	DECREASED	317,000	1,136,000	-819,000	-72%	$1.3M	$320.0K	-$947.7K	2026-11-06
LPL Financial LLC	UNCHANGED	30,000	30,000	0	0%	$33.6K	$30.2K	-$3.4K	2026-11-06
Valen Private Capital, LLC	NEW	22,000	—	+22,000	—	—	$22.2K	—	2026-10-23
Commonwealth Equity Services, LLC	UNCHANGED	17,000	17,000	0	0%	$18.9K	$17.1K	-$1.8K	2026-11-02
Foresight Capital Management Advisors, Inc.	NEW	14,000	—	+14,000	—	—	$14.1K	—	2026-10-27
Choreo, LLC	UNCHANGED	11,000	11,000	0	0%	$12.3K	$11.2K	-$1.1K	2026-10-28
Lanark Financial, Inc.	UNCHANGED	7,000	7,000	0	0%	$7.8K	$7.0K	-$759	2026-10-26
Alken Asset Management Ltd	UNCHANGED	4,300	4,300	0	0%	$4.8K	$4.3K	-$505	2026-10-20
Fifth Third Bancorp	UNCHANGED	4,000	4,000	0	0%	$4.5K	$4.0K	-$434	2026-11-05
Lazard Asset Management LLC	N/A	—	92,504,000	-92,504,000	-100%	$1.0M	—	—	—
Aequim Alternative Investments LP	N/A	—	70,000,000	-70,000,000	-100%	$78.2M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	61,974,000	-61,974,000	-100%	$69.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	55,100,000	-55,100,000	-100%	$61.5M	—	—	—
Victory Capital Management Inc	N/A	—	44,021,000	-44,021,000	-100%	$49.1M	—	—	—
Tenor Capital Management Co., L.P.	N/A	—	27,000,000	-27,000,000	-100%	$30.3M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	22,909,000	-22,909,000	-100%	$25.7M	—	—	—
State Street Corp	N/A	—	21,436,000	-21,436,000	-100%	$24.1M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	21,000,000	-21,000,000	-100%	$23.6M	—	—	—
Wellesley Asset Management	N/A	—	20,500,000	-20,500,000	-100%	$20.7M	—	—	—
Shenkman Capital Management Inc	N/A	—	17,254,000	-17,254,000	-100%	$19.5M	—	—	—
BlackRock, Inc.	N/A	—	16,450,000	-16,450,000	-100%	$18.3M	—	—	—
Ameriprise Financial Inc	N/A	—	13,029,000	-13,029,000	-100%	$14.6M	—	—	—
Weiss Asset Management LP	N/A	—	9,609,000	-9,609,000	-100%	$10.7M	—	—	—
Bank of America Corp	N/A	—	9,162,000	-9,162,000	-100%	$10.2M	—	—	—
Franklin Resources Inc	N/A	—	8,996,000	-8,996,000	-100%	$10.0M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	8,600,000	-8,600,000	-100%	$9.6M	—	—	—
FMR LLC	N/A	—	8,242,000	-8,242,000	-100%	$9.2M	—	—	—
Morgan Stanley	N/A	—	7,550,000	-7,550,000	-100%	$8.4M	—	—	—
Gabelli Funds LLC	N/A	—	5,100,000	-5,100,000	-100%	$5.7M	—	—	—
Zazove Associates LLC	N/A	—	4,545,000	-4,545,000	-100%	$5.1M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$4.5M	—	—	—
Invesco Ltd.	N/A	—	3,900,000	-3,900,000	-100%	$4.4M	—	—	—
Man Group plc	N/A	—	3,320,000	-3,320,000	-100%	$3.7M	—	—	—
EFG International AG	N/A	—	3,000,000	-3,000,000	-100%	$3.4M	—	—	—
SSI Investment Management LLC	N/A	—	2,941,000	-2,941,000	-100%	$3.3M	—	—	—
JPMorgan Chase & Co	N/A	—	2,385,000	-2,385,000	-100%	$2.7M	—	—	—
Wellington Management Group LLP	N/A	—	763,000	-763,000	-100%	$856.3K	—	—	—
&partners	N/A	—	170,000	-170,000	-100%	$189.6K	—	—	—
SG Americas Securities, LLC	N/A	—	38,890	-38,890	-100%	$4.4K	—	—	—
Wells Fargo & Company	N/A	—	37,000	-37,000	-100%	$41.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	32,000	-32,000	-100%	$35.7K	—	—	—
Blair William & Co	N/A	—	29,000	-29,000	-100%	$32.4K	—	—	—
Focus Partners Wealth	N/A	—	25,000	-25,000	-100%	$28.0K	—	—	—
Cetera Investment Advisers	N/A	—	21,000	-21,000	-100%	$23.4K	—	—	—
UBS Group AG	N/A	—	12,000	-12,000	-100%	$13.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	9,000	-9,000	-100%	$10.0K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	3,000	-3,000	-100%	$3.4K	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	2,737	-2,737	-100%	$3.1M	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 62 of 62 institutions