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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.

Other share classesCMSACMSCCMSDCMS.PC

13F holders, Q1 2021

Institutional positions in CMS Energy Corp as of Mar 31, 2021. 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
566
No complete 13F data for Q4 2020
Shares held
260.7M
No complete 13F data for Q4 2020
Total value
$15.9B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 566 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ1 2021: $15.9B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding CMS Energy Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CMS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc35,076,679$2.15B0.06%––
BlackRock Inc.25,218,582$1.54B0.05%––
JPMorgan Chase & Co21,424,806$1.31B0.19%––
State Street Corp14,321,328$876.8M0.05%––
Capital World Investors7,234,409$442.9M0.08%––
Capital International Investors7,227,923$442.5M0.11%––
Franklin Resources Inc7,096,812$434.5M0.18%––
Capital Research Global Investors6,633,043$406.1M0.10%––
Bank of New York Mellon Corp6,397,967$391.7M0.08%––
GQG Partners LLC6,091,040$372.9M1.36%––
Pictet Asset Management Ltd5,555,781$340.1M0.41%––
Geode Capital Management, LLC5,113,699$312.3M0.05%––
Ameriprise Financial Inc4,195,785$256.9M0.09%––
Legal & General Group Plc3,940,986$241.3M0.09%––
Invesco Ltd.3,622,968$221.8M0.06%––
Northern Trust Corp3,257,585$199.4M0.04%––
Standard Life Aberdeen plc2,836,779$173.7M0.39%––
FIL Ltd2,795,570$171.1M0.19%––
Massachusetts Financial Services Co2,743,555$168.0M0.05%––
Millennium Management LLC2,645,095$161.9M0.23%––
Nuveen Asset Management, LLC2,549,129$156.1M0.05%––
Bank of America Corp2,468,229$151.1M0.02%––
Wells Fargo & Company2,363,383$144.7M0.03%––
California Public Employees Retirement System2,212,691$135.5M0.10%––
Jennison Associates LLC2,036,629$124.7M0.09%––
Goldman Sachs Group Inc1,990,224$121.8M0.04%––
Lord, Abbett & Co. LLC1,987,839$121.7M0.31%––
Eaton Vance Management1,970,189$120.6M0.18%––
Reaves W H & Co Inc1,872,815$114.7M3.99%––
Duff & Phelps Investment Management Co1,842,856$112.8M1.54%––
Norges Bank1,793,520$109.8M0.03%––
Brookfield Asset Management Inc.1,768,672$108.3M0.52%––
D. E. Shaw & Co., Inc.1,531,348$93.7M0.12%––
Parametric Portfolio Associates LLC1,487,766$91.1M0.05%––
Swiss National Bank1,451,242$88.8M0.06%––
UBS Asset Management Americas Inc1,343,999$82.3M0.04%––
Two Sigma Advisers, LP1,337,601$81.9M0.22%––
Charles Schwab Investment Management Inc1,320,651$80.9M0.03%––
APG Asset Management N.V.1,509,116$78.6M0.13%––
Cohen & Steers, Inc.1,257,596$77.0M0.16%––
ClearBridge Investments Ltd1,211,274$74.2M3.12%––
First Trust Advisors LP1,189,736$72.9M0.09%––
Citadel Advisors LLC1,170,399$71.7M0.08%––
Ceredex Value Advisors LLC1,076,350$65.9M0.77%––
Bank of Montreal1,084,589$65.7M0.05%––
TD Asset Management Inc1,047,558$64.1M0.07%––
Sumitomo Mitsui Trust Holdings, Inc.1,013,626$62.1M0.04%––
Panagora Asset Management Inc951,324$58.2M0.33%––
Dimensional Fund Advisors LP923,794$56.6M0.02%––
Royal Bank of Canada909,961$55.7M0.02%––
Credit Suisse AG901,185$55.2M0.04%––
Macquarie Group Ltd896,946$54.9M0.08%––
Deutsche Bank AG875,849$53.6M0.03%––
Amundi Asset Management US, Inc.868,988$53.2M0.04%––
Energy Income Partners, LLC838,656$51.3M1.37%––
Partners Group Holding AG816,092$50.0M4.30%––
Victory Capital Management Inc766,172$46.9M0.05%––
ExodusPoint Capital Management, LP750,971$46.0M0.92%––
Prudential PLC712,772$43.6M0.30%––
STRS Ohio648,786$39.7M0.15%––
Ci Investments Inc.639,802$39.2M0.17%––
Zimmer Partners, LP603,500$36.9M0.51%––
Martingale Asset Management L P569,898$34.9M0.40%––
Principal Financial Group Inc555,857$34.0M0.02%––
Voloridge Investment Management, LLC534,792$32.7M0.24%––
Rhumbline Advisers507,100$31.0M0.04%––
Pendal Group Limited502,795$30.8M0.30%––
California State Teachers Retirement System498,151$30.5M0.04%––
Bruce & Co., Inc.492,800$30.2M5.65%––
State of Tennessee, Treasury Department486,043$29.8M0.12%––
Price T Rowe Associates Inc464,688$28.4M0.00%––
Keybank National Association459,695$28.1M0.13%––
Cbre Clarion Securities LLC457,416$28.0M0.56%––
National Pension Service456,141$27.9M0.06%––
Truist Financial Corp454,627$27.8M0.05%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main443,183$27.1M0.05%––
State Board of Administration of Florida Retirement System418,477$25.6M0.05%––
Echo Street Capital Management LLC406,177$24.9M0.22%––
Scout Investments, Inc.404,566$24.8M0.37%––
Russell Investments Group, Ltd.401,718$24.6M0.04%––
Citigroup Inc401,168$24.6M0.02%––
CIBC Private Wealth Group, LLC385,738$23.6M0.06%––
Janus Henderson Group PLC384,938$23.6M0.01%––
Barclays PLC381,579$23.4M0.02%––
Alliancebernstein L.P.379,050$23.2M0.01%––
Raymond James & Associates373,392$22.9M0.02%––
Morgan Stanley364,065$22.3M0.00%––
Two Sigma Investments, LP358,094$21.9M0.07%––
Mitsubishi UFJ Trust & Banking Corp346,800$21.2M0.05%––
FMR LLC336,098$20.6M0.00%––
BI Asset Management Fondsmaeglerselskab A/S321,064$19.7M0.80%––
Adage Capital Partners GP, L.L.C.318,861$19.5M0.04%––
New York State Teachers Retirement System309,637$19.0M0.04%––
American Century Companies Inc308,885$18.9M0.01%––
Personal Capital Advisors Corp302,978$18.5M0.11%––
Manufacturers Life Insurance Company, The299,368$18.3M0.02%––
Nisa Investment Advisors, LLC298,598$18.3M0.12%––
Envestnet Asset Management Inc291,982$17.9M0.01%––
Asset Management One Co.,Ltd.291,563$17.8M0.07%––
AMP Capital Investors Ltd284,166$17.4M0.09%––