Balyasny Asset Management L.P.

Position in CMS — Cms Energy Corp

CIK 1218710 Chicago, IL

Position in CMS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$109,163,664

+$72,040,083 QoQ

Shares Held

1,426,976

+198.2% QoQ

Ownership

0.455%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#42

of 814 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $1,566,024,393 across 31 Utilities - Regulated Electric names. CMS ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXNM	Txnm Energy Inc	7,113,061	$403,879,603
2	PPL	PPL Corp	5,138,433	$186,782,039
3	PCG	PG&E Corp	8,893,777	$149,593,329
4	NEE	Nextera Energy Inc	1,615,487	$141,791,293
5	CMS	Cms Energy Corp This page	1,426,976	$109,163,664
6	NWE	NorthWestern Energy Group, Inc.	1,285,897	$92,095,943
7	XEL	Xcel Energy Inc	1,035,575	$83,156,672
8	SO	Southern Co	701,019	$67,094,528

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,163,664	1,426,976	+198.2%	Shares	Sole	2026-08-14
2026-03-31	$37,123,581	478,520	+7821.2%	Shares	Sole	2026-05-15
2025-12-31	$422,447	6,041	-60.8%	Shares	Sole	2026-02-17
2024-06-30	$917,714	15,416	-99.1%	Shares	Sole	2024-08-14
2023-09-30	$91,340,754	1,719,841	+36.2%	Shares	Other	2023-11-14
2023-06-30	$74,190,851	1,262,823	-14.4%	Shares	Other	2023-08-14
2023-03-31	$90,591,477	1,475,912	+358.0%	Shares	Other	2023-05-15
2022-12-31	$20,408,535	322,257	-16.9%	Shares	Other	2023-02-14
2022-06-30	$26,162,257	387,589	+2980.0%	Shares	Other	2022-08-15
2022-03-31	$880,124	12,584	-91.3%	Shares	Sole	2022-05-16
2021-06-30	$8,590,113	145,398	+373.9%	Shares	Sole	2021-08-16
2021-03-31	$1,878,290	30,681	-15.2%	Shares	Sole	2021-05-17
2020-09-30	$2,220,647	36,161	+436.8%	Shares	Sole	2020-11-16
2020-06-30	$393,517	6,736	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.