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State Street decreased CMS position by 13,418 shares

Mar 28, 2026Last updated Jul 9, 2026

This StonkWhisper whale intelligence report documents significant institutional position changes in $CMS based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.

STATE STREET CORP AUM: $2896.4B DECREASED

AUM: $2896.4B · 4,269 holdings · Period: 2025-12-31

13,418 Share Change

17,775,337 Current Shares

$1243.0B Current Value

0.04% Portfolio %

-0.1% Change %

Position Change Detail

Issuer CMS ENERGY CORP

Ticker CMS

Shares 17,788,755 → 17,775,337 13,418

Value $1303.2B → $1243.0B

Portfolio Weight 0.04%

Change Type Decreased

Period of Report 2025-12-31

Other State Street Positions This Period

Ticker	Issuer	Change Type	Share Change	Value
NFLX	NETFLIX INC	Increased	+159,578,053	$16575.0B
NOW	SERVICENOW INC	Increased	+38,441,898	$7337.3B
IPG	INTERPUBLIC GROUP COS INC	Exited	32,109,386	—
WBD	WARNER BROS DISCOVERY INC	Decreased	27,262,597	$3777.3B
LXPUSD	LXP INDUSTRIAL TRUST	Exited	17,125,451	—
RKT	ROCKET COS INC	Increased	+15,807,776	$400.5B
KEL	KELLANOVA	Exited	13,425,912	—
HN9	HANESBRANDS INC	Exited	13,417,876	—
NVDA	NVIDIA CORPORATION	Increased	+11,451,386	$184911.1B
NNDM	NANO DIMENSION LTD	Increased	+9,926,849	$16.0B

Other Whales Moving CMS This Period

Manager	Change Type	Share Change
Millennium	Increased	+549,032
Renaissance Tech	Decreased	365,300
Soros Fund	Increased	+330,148
Citadel	Increased	+305,100
Adage Capital	Exited	272,461
Two Sigma	Decreased	264,034
Tudor	Exited	263,986
Hudson Bay	New	+225,896
ExodusPoint	Increased	+176,032
Geode Capital	Increased	+70,023

View all sentiment, news, and whale activity for CMS (CMS ENERGY CORP).

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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.

Last updated: July 09, 2026 at 06:00 UTC