CMS Energy Corp
CMS- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000811156
In the last 90 days, CMS Energy Corp insiders filed 1 open-market purchase and 0 sales; 821 institutions reported holding it in 13F filings for Q2 2026, worth $24.2B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in CMS Energy Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 821
- +25 vs. Q1 2026
- Shares held
- 315.9M
- +18.8M (+6.3%) vs. Q1 2026
- Total value
- $24.2B
- +$1.15B (+5.0%) vs. Q1 2026
- New holders
- 106
- 337 more added
- Sold out
- 81
- 241 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 821 | $24.2B |
| Q1 2026 | 802 | $23.1B |
| Q4 2025 | 801 | $20.6B |
| Q3 2025 | 776 | $22.6B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.7B |
| Q4 2024 | 716 | $19.0B |
| Q3 2024 | 710 | $22.0B |
| Q2 2024 | 686 | $18.1B |
| Q1 2024 | 664 | $19.1B |
| Q4 2023 | 633 | $17.9B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.4B |
| Q1 2023 | 631 | $16.8B |
| Q4 2022 | 636 | $17.3B |
| Q3 2022 | 628 | $15.7B |
| Q2 2022 | 628 | $18.1B |
| Q1 2022 | 636 | $18.6B |
| Q4 2021 | 584 | $17.2B |
| Q3 2021 | 566 | $15.8B |
| Q2 2021 | 575 | $15.5B |
| Q1 2021 | 566 | $16.0B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,068,880 | $2.53B | 0.04% | −494,694−1.5% | Reduced |
| Vanguard Capital Management LLC | 20,166,948 | $1.54B | 0.03% | +289,651+1.5% | Added |
| Vanguard Portfolio Management LLC | 19,050,893 | $1.46B | 0.07% | +257,548+1.4% | Added |
| State Street Corp | 17,705,946 | $1.35B | 0.04% | −393,087−2.2% | Reduced |
| JPMorgan Chase & Co | 16,409,389 | $1.28B | 0.07% | +569,705+3.6% | Added |
| Wellington Management Group LLP | 12,158,296 | $930.1M | 0.16% | +5,502,352+82.7% | Added |
| Geode Capital Management, LLC | 8,740,533 | $666.1M | 0.04% | +212,380+2.5% | Added |
| Deutsche Bank AG | 8,082,021 | $618.3M | 0.18% | +336,707+4.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,882,550 | $603.0M | 0.47% | −252,677−3.1% | Reduced |
| Invesco Ltd. | 7,616,465 | $582.7M | 0.05% | −28,732−0.4% | Reduced |
| Massachusetts Financial Services Co | 7,242,159 | $576.0M | 0.18% | −388,214−5.1% | Reduced |
| Victory Capital Management Inc | 6,595,840 | $504.6M | 0.28% | −243,422−3.6% | Reduced |
| Ameriprise Financial Inc | 6,461,250 | $494.0M | 0.10% | +1,530,673+31.0% | Added |
| Capital International Investors | 5,302,655 | $405.7M | 0.08% | +5,302,655 | New |
| Wells Fargo & Company | 5,245,081 | $401.2M | 0.07% | −176,993−3.3% | Reduced |
| Goldman Sachs Group Inc | 4,844,029 | $370.6M | 0.04% | +65,496+1.4% | Added |
| Norges Bank | 4,837,123 | $370.0M | 0.04% | +4,837,123 | New |
| GQG Partners LLC | 4,750,161 | $363.4M | 0.68% | +337,588+7.7% | Added |
| Pictet Asset Management Holding SA | 4,268,534 | $326.5M | 0.31% | +101,719+2.4% | Added |
| Morgan Stanley | 4,070,310 | $311.4M | 0.02% | −643,689−13.7% | Reduced |
| Bank of America Corp | 3,533,370 | $270.3M | 0.02% | −135,162−3.7% | Reduced |
| UBS Asset Management Americas Inc | 3,186,256 | $243.7M | 0.04% | +77,402+2.5% | Added |
| FIL Ltd | 2,655,502 | $203.1M | 0.15% | −380,691−12.5% | Reduced |
| Northern Trust Corp | 2,646,188 | $202.4M | 0.02% | −78,979−2.9% | Reduced |
| Magellan Asset Management Ltd | 2,539,050 | $194.2M | 4.34% | +519,096+25.7% | Added |
| Legal & General Group Plc | 2,475,430 | $189.4M | 0.04% | −108,899−4.2% | Reduced |
| Lord, Abbett & Co. LLC | 2,434,795 | $186.3M | 0.53% | −873,921−26.4% | Reduced |
| Bank of New York Mellon Corp | 2,415,234 | $184.8M | 0.03% | −119,455−4.7% | Reduced |
| Parnassus Investments | 2,219,735 | $169.8M | 0.45% | +266,522+13.6% | Added |
| Barclays PLC | 2,175,714 | $166.4M | 0.05% | −819,649−27.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,110,447 | $161.4M | 0.02% | +54,991+2.7% | Added |
| Reaves W H & Co Inc | 1,909,154 | $146.1M | 2.22% | −205,100−9.7% | Reduced |
| AQR Capital Management LLC | 1,857,999 | $142.1M | 0.05% | +1,059,542+132.7% | Added |
| Franklin Resources Inc | 1,767,768 | $135.2M | 0.03% | +7,990+0.5% | Added |
| Vanguard Fiduciary Trust Co | 1,734,843 | $132.7M | 0.03% | +11,137+0.6% | Added |
| Raymond James Financial Inc | 1,704,029 | $130.4M | 0.04% | +1,332,474+358.6% | Added |
| UBS Group AG | 1,703,575 | $130.3M | 0.02% | −182,496−9.7% | Reduced |
| Price T Rowe Associates Inc | 1,688,159 | $129.1M | 0.01% | −907,816−35.0% | Reduced |
| Dimensional Fund Advisors LP | 1,646,965 | $126.0M | 0.02% | +65,850+4.2% | Added |
| Jennison Associates LLC | 1,517,533 | $116.1M | 0.07% | −70,126−4.4% | Reduced |
| Duff & Phelps Investment Management Co | 1,453,667 | $111.2M | 1.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,426,976 | $109.2M | 0.20% | +948,456+198.2% | Added |
| iA Global Asset Management Inc. | 1,425,936 | $109.1M | 1.30% | +102,769+7.8% | Added |
| Amundi | 1,407,569 | $107.7M | 0.03% | −170,214−10.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $103.1M | 0.17% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,315,142 | $100.6M | 0.16% | +1,315,142 | New |
| Nomura Asset Management International Inc. | 1,306,273 | $99.9M | 0.15% | −142,077−9.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 1,241,557 | $95.0M | 0.24% | +1,241,557 | New |
| HSBC Holdings PLC | 1,191,547 | $91.3M | 0.04% | +701,353+143.1% | Added |
| Bahl & Gaynor Inc | 1,068,322 | $81.7M | 0.38% | +23,433+2.2% | Added |
| Soroban Capital Partners LP | 1,058,781 | $81.0M | 0.57% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,036,474 | $79.3M | 0.05% | +1,031,568+21,026.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,028,844 | $78.7M | 0.70% | +5,520+0.5% | Added |
| Royal Bank of Canada | 1,024,656 | $78.4M | 0.01% | +11,374+1.1% | Added |
| Nuveen, LLC | 983,643 | $75.2M | 0.02% | −6,567−0.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 970,362 | $74.2M | 0.97% | −64,035−6.2% | Reduced |
| Aviva PLC | 941,925 | $72.1M | 0.11% | +5,896+0.6% | Added |
| UniSuper Management Pty Ltd | 902,602 | $69.0M | 0.36% | −6,471−0.7% | Reduced |
| Swiss National Bank | 869,400 | $66.5M | 0.03% | −23,700−2.7% | Reduced |
| Standard Life Aberdeen plc | 831,675 | $63.6M | 0.09% | −82,713−9.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 769,025 | $58.8M | 0.03% | +77,924+11.3% | Added |
| First Trust Advisors LP | 764,245 | $58.5M | 0.03% | −182,940−19.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 715,406 | $54.7M | 0.03% | +8,432+1.2% | Added |
| Quantinno Capital Management LP | 711,608 | $54.4M | 0.07% | +303,395+74.3% | Added |
| Energy Income Partners, LLC | 702,074 | $53.7M | 0.84% | −71,979−9.3% | Reduced |
| BNP Paribas Arbitrage, SA | 687,713 | $52.6M | 0.03% | +110,748+19.2% | Added |
| Vanguard Asset Management, Ltd | 674,256 | $51.6M | 0.03% | +87,553+14.9% | Added |
| Vanguard Global Advisers, LLC | 665,281 | $50.9M | 0.02% | −1,843−0.3% | Reduced |
| FMR LLC | 661,356 | $50.6M | 0.00% | −492,733−42.7% | Reduced |
| Rhumbline Advisers | 655,413 | $50.1M | 0.04% | +3,049+0.5% | Added |
| Bank of Montreal | 653,735 | $50.0M | 0.02% | +66,148+11.3% | Added |
| Bank of Nova Scotia | 644,132 | $49.3M | 0.07% | +278,636+76.2% | Added |
| TD Asset Management Inc | 610,106 | $46.7M | 0.04% | −199,855−24.7% | Reduced |
| Cbre Clarion Securities LLC | 595,592 | $45.6M | 0.63% | −737,150−55.3% | Reduced |
| Rockefeller Capital Management L.P. | 581,655 | $44.5M | 0.07% | −3,690−0.6% | Reduced |
| ING Groep NV | 580,182 | $44.4M | 0.22% | −77,437−11.8% | Reduced |
| Miller Howard Investments Inc | 571,159 | $43.7M | 1.16% | +8,057+1.4% | Added |
| Voloridge Investment Management, LLC | 570,277 | $43.6M | 0.19% | +169,265+42.2% | Added |
| 1832 Asset Management L.P. | 563,125 | $43.1M | 0.05% | +157,413+38.8% | Added |
| California Public Employees Retirement System | 561,072 | $42.9M | 0.02% | −72,209−11.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 552,414 | $42.3M | 0.06% | −71,839−11.5% | Reduced |
| Qube Research & Technologies Ltd | 517,445 | $39.6M | 0.04% | −512,994−49.8% | Reduced |
| Thiel Macro LLC | 517,124 | $39.6M | 9.45% | +517,124 | New |
| LPL Financial LLC | 504,221 | $38.6M | 0.01% | +46,218+10.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 489,550 | $37.5M | 0.18% | −48,339−9.0% | Reduced |
| Retirement Systems of Alabama | 485,395 | $37.1M | 0.11% | +420,325+646.0% | Added |
| Partners Group Holding AG | 483,770 | $37.0M | 2.52% | −13,521−2.7% | Reduced |
| Tredje AP-fonden | 465,446 | $35.6M | 0.16% | +254,571+120.7% | Added |
| Citigroup Inc | 444,279 | $34.0M | 0.02% | +57,551+14.9% | Added |
| Envestnet Asset Management Inc | 441,087 | $33.7M | 0.01% | +28,852+7.0% | Added |
| CIBC Bancorp USA Inc. | 435,757 | $33.3M | 0.04% | +350,608+411.8% | Added |
| RWC Asset Management LLP | 432,884 | $33.1M | 1.25% | +8,575+2.0% | Added |
| Fisher Funds Management LTD | 429,193 | $32.8M | 0.93% | −96,554−18.4% | Reduced |
| Jupiter Topco LLC | 425,689 | $32.6M | 0.01% | +425,689 | New |
| STRS Ohio | 418,054 | $32.0M | 0.12% | −23,185−5.3% | Reduced |
| Principal Financial Group Inc | 415,442 | $31.8M | 0.02% | −32,574−7.3% | Reduced |
| Cidel Asset Management Inc | 405,656 | $31.0M | 1.49% | +7,524+1.9% | Added |
| AE Wealth Management LLC | 400,653 | $30.6M | 0.14% | +110,518+38.1% | Added |
| Neuberger Berman Group LLC | 400,364 | $30.6M | 0.02% | +172,591+75.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 399,769 | $30.6M | 0.05% | +14,586+3.8% | Added |