Guru Ownership Trend
Guru Analysis for CMS Energy Corporation (CMS)
CMS Energy Corporation (CMS), a key player in the Utilities sector, continues to attract institutional attention.
As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $262.15 M.
Top institutional holders include Cliff Asness and George Soros.
Notably, Peter Thiel has expressed high conviction in this stock, allocating 9.45% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $78.24 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 132.7%. Conversely, George Soros reduced exposure by 6.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for CMS Energy Corporation (CMS)
Major holders include Cliff Asness ($142.14 M), George Soros ($74.23 M), Peter Thiel ($39.56 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 3.69 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $78.24 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited CMS. The total reported sell value was $7.94 M.
Yes, 0 managers opened new positions in CMS, and 2 increased their existing holdings. The total reported buy value was $86.18 M.
