Ticker · CUSIP 125896100

CMS

CMS ENERGY CORP

Utilities·Utilities - Regulated Electric

···Share

Holders (tracked)

Combined shares

13,688,947

Combined value

$957.27M

Last close

$77.75

Quarter

2025Q4

Price is +11.2% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$77.75+6.98 (+9.86%)H $79.94 · L $67.06 · Avg Vol 2.6M

Congress sell

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

24 events

T. Rowe Price trimmed2026-02-17
−2,513,205 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−1,263,678 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−93,885 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−3,085 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−264,034 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+549,032 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−15,180 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+15,538 shares · 2025Q4
Position
George Soros (Soros Fund Mgmt) added2026-02-13
+330,148 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−365,300 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+4,519,622 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−1,750 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−59,416 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+184,462 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+194,121 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+113,779 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−91,881 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−874,213 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−7,303 shares · 2025Q3
Position
George Soros (Soros Fund Mgmt) opened position2025-11-14
+776,227 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+58,500 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+50,551 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−3,449,056 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−11,218 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for CMS →

Follow-the-investor returns

If you'd copied each holder of CMS…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Mario Gabelli (GAMCO)	2016Q1	$44.33	+75.4%	$2.0M
Wellington Management	2016Q1	$59.98	+29.6%	$3.9M
D.E. Shaw & Co.	2016Q1	$66.41	+17.1%	$7.8M
Ray Dalio (Bridgewater Associates)	2017Q3	$66.92	+16.2%	$5.1M
T. Rowe Price	2016Q1	$68.53	+13.5%	$278.6M
AQR Capital Management	2016Q1	$69.46	+11.9%	$52.3M
Izzy Englander (Millennium Mgmt)	2016Q1	$69.48	+11.9%	$70.0M
Ken Griffin (Citadel Advisors)	2016Q1	$70.34	+10.5%	$27.7M
Ken Griffin (Citadel Advisors)	2016Q1	$70.34	+10.5%	$27.7M
Ken Griffin (Citadel Advisors)	2016Q1	$70.34	+10.5%	$27.7M
Renaissance Technologies	2016Q1	$70.46	+10.3%	$8.8M
George Soros (Soros Fund Mgmt)	2020Q1	$71.52	+8.7%	$86.0M
Two Sigma Investments	2016Q1	$71.99	+8.0%	$9.0M
Norges Bank (Norway SWF)	2016Q1	$4296.36	-98.2%	$351.4M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions1

Norges Bank (Norway SWF)
+4,519,622
$316.1M

Added to3

Izzy Englander (Millennium Mgmt)
+549,032
$38.4M
George Soros (Soros Fund Mgmt)
+330,148
$23.1M
Ray Dalio (Bridgewater Associates)
+15,538
$1.1M

Trimmed8

Ken Griffin (Citadel Advisors)
−1,263,678
$88.4M
Renaissance Technologies
−365,300
$25.5M
Two Sigma Investments
−264,034
$18.5M
D.E. Shaw & Co.
−93,885
$6.6M
Wellington Management
−15,180
$1.1M
AQR Capital Management
−3,085
$216K
T. Rowe Price
−2,513,205
$176K
Mario Gabelli (GAMCO)
−1,750
$122K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	13	46,035,458	$99.27B	—
2022Q2	13	41,842,015	$93.64B	—
2022Q3	15	36,994,463	$2.15B	+2
2022Q4	13	37,156,791	$2.35B	-2
2023Q1	13	37,613,665	$2.31B	—
2023Q2	13	37,975,828	$2.23B	—
2023Q3	15	37,503,536	$1.99B	+2
2023Q4	11	39,071,840	$2.27B	-4
2024Q1	11	35,759,873	$2.16B	—
2024Q2	14	36,541,352	$2.18B	+3
2024Q3	10	13,835,204	$977.1M	-4
2024Q4	11	18,758,364	$1.25B	+1
2025Q1	11	20,305,410	$1.53B	—
2025Q2	13	14,978,876	$1.04B	+2
2025Q3	13	12,382,824	$907.1M	—
2025Q4	14	13,688,947	$957.3M	+1

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-12-18	Julie Johnson	Sell	$1K – $15K	PDF ↗
2025-12-09	Julie Johnson	Sell	$1K – $15K	PDF ↗
2025-11-13	Julie Johnson	Sell (P)	$1K – $15K	PDF ↗
2025-08-14	Julie Johnson	Sell (P)	$1K – $15K	PDF ↗

Who owns CMS

14 super-investors · 2025Q4

Tracked stake

13.69M

Combined value

$957M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New1Added3Trim10

#	Manager	Shares	Value	% of book	Last action
1	Norges Bank Norway SWF	4.52M	$316M	0.0%	New+4.52M
2	T. Rowe Price	3.58M	$251M	0.0%	Trim−2.51M
3	Ken Griffin Citadel Advisors	1.75M	$123M	0.0%	Trim−1.26M
4	George Soros Soros Fund Mgmt	1.11M	$77M	0.9%	Added+330.1K
5	Izzy Englander Millennium Mgmt	899.7K	$63M	0.0%	Added+549.0K
6	AQR Capital Management	672.7K	$47M	0.0%	Trim−3.1K
7	Ken Griffin Citadel Advisors	356.7K	$25M	0.0%	Trim−1.26M
8	Ken Griffin Citadel Advisors	324.3K	$23M	0.0%	Trim−1.26M
9	Two Sigma Investments	115.8K	$8M	0.0%	Trim−264.0K
10	Renaissance Technologies	113.5K	$8M	0.0%	Trim−365.3K
11	D.E. Shaw & Co.	99.9K	$7M	0.0%	Trim−93.9K
12	Ray Dalio Bridgewater Associates	66.1K	$5M	0.0%	Added+15.5K
13	Wellington Management	50.8K	$4M	0.0%	Trim−15.2K
14	Mario Gabelli GAMCO	25.2K	$2M	0.0%	Trim−1.8K

Recent moves

20 transactions

TRIMT. Rowe Price
−2,513,205 · 2025Q4
TRIMAQR Capital Management
−3,085 · 2025Q4
TRIMWellington Management
−15,180 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−1,263,678 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+549,032 · 2025Q4
TRIMD.E. Shaw & Co.
−93,885 · 2025Q4
TRIMTwo Sigma Investments
−264,034 · 2025Q4
ADDGeorge Soros (Soros Fund Mgmt)
+330,148 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+15,538 · 2025Q4
TRIMRenaissance Technologies
−365,300 · 2025Q4
NEWNorges Bank (Norway SWF)
+4,519,622 · 2025Q4
TRIMMario Gabelli (GAMCO)
−1,750 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−59,416 · 2025Q3
ADDTwo Sigma Investments
+113,779 · 2025Q3
TRIMT. Rowe Price
−874,213 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+194,121 · 2025Q3
TRIMWellington Management
−7,303 · 2025Q3
TRIMD.E. Shaw & Co.
−91,881 · 2025Q3
NEWGeorge Soros (Soros Fund Mgmt)
+776,227 · 2025Q3
ADDAQR Capital Management
+184,462 · 2025Q3

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