CMS
CMS ENERGY CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2014 | 47Q | $23 | $72 | +214% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $63 | $72 | +15% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $63 | $72 | +15% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $72 | — |
| Soros Fund Management | Q4 2025(8Q snapshot) | 2Q | $73 | $72 | -1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q3 2024 | Q2 2026 | → $73 | +18% |
| Citadel Advisors 3× in & out | Q3 2025 | Q4 2025 | — | +0% |
| Two Sigma Investments 3× in & out | Q2 2025 | Q4 2025 | — | +0% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | — | +0% |
| Maverick Capital | Q2 2021 | Q3 2021 | → $55 | +2% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at CMS ENERGY CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 27, 2026 — the most recent Form 4 on file — not from today.
- Form 40001710651-26-000013May 27, 2026
- Form 40001297907-26-000002May 11, 2026
- Form 40001209940-26-000006May 11, 2026
- Form 40001180661-26-000006May 11, 2026
- Form 40002112189-26-000011May 11, 2026
- Form 40001333724-26-000002May 11, 2026
- Form 40001631411-26-000002May 11, 2026
- Form 40001713197-26-000002May 11, 2026
- Form 40001257451-26-000007May 11, 2026
- Form 40001595985-26-000014May 11, 2026
- Form 40001401687-26-000002May 11, 2026
- Form 40001876797-26-000008Mar 30, 2026
- Form 40002076869-26-000006Mar 30, 2026
- Form 40001910076-26-000008Mar 30, 2026
- Form 40001777747-26-000006Mar 30, 2026
Fundamentals
XBRL · CMS ENERGY CORPAnnual figures sourced directly from CMS ENERGY CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for CMS ENERGY CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KJun 3, 2026
- 8-KFORM 8-KMay 13, 2026
- 8-KFORM 8-KMay 13, 2026
- 10-QFORM 10-Q (CMS ENERGY AND CONSUMERS)Apr 28, 2026
- 8-KFORM 8-KApr 28, 2026
- DEF 14AProxy statementMar 26, 2026
- 8-KFORM 8-KFeb 20, 2026
- 8-KFORM 8-KFeb 11, 2026
- 10-KFORM 10-K (CMS ENERGY AND CONSUMERS)Feb 10, 2026
- 8-KFORM 8-KFeb 5, 2026
- 8-KFORM 8-KNov 21, 2025
- 8-KFORM 8-KNov 6, 2025
- 8-KFORM 8-KNov 4, 2025
- 8-KFORM 8-KNov 3, 2025
- 10-QFORM 10-Q (CMS ENERGY AND CONSUMERS)Oct 30, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Soros Fund Management | Q4 2025 | open | $73 | $72 | -1% |
| Bridgewater Associates | Q4 2025 | open | $73 | $72 | -2% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | open | $69 | $72 | +5% |
| Two Sigma Investments | Q2 2025 | Q4 2025 | $0.00 | — | +0% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | $0.00 | — | +0% |
| Two Sigma Investments | Q1 2025 | open | $66 | $72 | +9% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $63 | $64 | +2% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $63 | $64 | +2% |
| D.E. Shaw | Q3 2024 | open | $63 | $72 | +15% |
| AQR Capital Management | Q3 2024 | open | $63 | $72 | +15% |
| Millennium Management | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | open | $63 | $72 | +15% |
| Renaissance Technologies | Q3 2024 | Q2 2026 | $62 | $73 | +18% |
| Bridgewater Associates | Q1 2022 | Q2 2023 | $55 | $56 | +3% |
| Maverick Capital | Q2 2021 | Q3 2021 | $54 | $55 | +2% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $45 | $55 | +21% |
| Bridgewater Associates | Q2 2018 | Q2 2019 | $35 | $45 | +29% |
| Bridgewater Associates | Q4 2017 | Q1 2018 | $39 | $33 | -13% |
| Bridgewater Associates | Q3 2015 | Q4 2015 | $25 | $25 | +1% |
| Bridgewater Associates | Q4 2014 | Q1 2015 | $23 | $25 | +10% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.