13F

CMS CMS ENERGY CORP

2026Q1 · CUSIP 125896100 · Sector: Utilities

🔴 Danger · Dual-confirm: breadth + price
Holders
796
Δ holders QoQ
-6
Breadth percentile
Top 80%
Whale holders
279
Δ whales
+1
Inst. holding value
$21.9B
New positions
103
Closed positions
109
Price momentum (1Q)
-4.4%
Put / Call
3/5

Breadth history (34 quarters)

2018Q1: Δ-22 · h=497 2018Q2: Δ+10 · h=507 2018Q3: Δ+12 · h=519 2018Q4: Δ+32 · h=551 2019Q1: Δ+16 · h=567 2019Q2: Δ-24 · h=543 2019Q3: Δ+16 · h=559 2019Q4: Δ+22 · h=581 2020Q1: Δ-20 · h=561 2020Q2: Δ-9 · h=552 2020Q3: Δ+0 · h=552 2020Q4: Δ+4 · h=556 2021Q1: Δ+6 · h=562 2021Q2: Δ+11 · h=573 2021Q3: Δ-11 · h=562 2021Q4: Δ+20 · h=582 2022Q1: Δ+53 · h=635 2022Q2: Δ-14 · h=621 2022Q3: Δ+6 · h=627 2022Q4: Δ+8 · h=635 2023Q1: Δ-3 · h=632 2023Q2: Δ-4 · h=628 2023Q3: Δ-10 · h=618 2023Q4: Δ+17 · h=635 2024Q1: Δ+28 · h=663 2024Q2: Δ+22 · h=685 2024Q3: Δ+20 · h=705 2024Q4: Δ+14 · h=719 2025Q1: Δ+16 · h=735 2025Q2: Δ+11 · h=746 2025Q3: Δ+28 · h=774 2025Q4: Δ+28 · h=802 2026Q1: Δ-6 · h=796 2018Q1: holders=497 2018Q2: holders=507 2018Q3: holders=519 2018Q4: holders=551 2019Q1: holders=567 2019Q2: holders=543 2019Q3: holders=559 2019Q4: holders=581 2020Q1: holders=561 2020Q2: holders=552 2020Q3: holders=552 2020Q4: holders=556 2021Q1: holders=562 2021Q2: holders=573 2021Q3: holders=562 2021Q4: holders=582 2022Q1: holders=635 2022Q2: holders=621 2022Q3: holders=627 2022Q4: holders=635 2023Q1: holders=632 2023Q2: holders=628 2023Q3: holders=618 2023Q4: holders=635 2024Q1: holders=663 2024Q2: holders=685 2024Q3: holders=705 2024Q4: holders=719 2025Q1: holders=735 2025Q2: holders=746 2025Q3: holders=774 2025Q4: holders=802 2026Q1: holders=796 -53 -26.5 +0 +26.5 +53 447645843 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 11 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 18% -4.4%
2025Q3 Top 11% +2.6% -0.5%
2025Q1 Top 15% +2.2% +5.0%
2024Q3 Top 17% +5.2% +2.8%
2024Q2 Top 12% +2.2% +7.2%
2024Q1 Top 10% +6.0% +9.6%
2022Q1 Top 2% +2.3% -14.4%
2019Q3 Top 11% +12.8% -8.2%
2019Q1 Top 18% +9.1% +9.0%
2018Q4 Top 6% +8.2% +18.2%
2018Q3 Top 20% +5.5% +12.8%

Options Sentiment

Put holders
3
QoQ: 0
Call holders
5
QoQ: -2

See methodology →