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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
Simplex Trading, LLC7,205$441.0K0.02%––
Gsa Capital Partners LLP7,299$447.0K0.07%––
Commerce Bank7,450$456.0K0.00%––
Bokf, NA7,511$460.0K0.01%––
Kinneret Advisory, LLC7,582$464.0K0.06%––
IFP Advisors, Inc7,639$466.0K0.01%––
Alphasimplex Group, LLC7,646$468.0K0.20%––
Sciencast Management LP7,700$469.0K0.09%––
Jump Financial, LLC7,817$478.0K0.04%––
Kentucky Retirement Systems Insurance Trust Fund7,896$483.0K0.05%––
Fort Washington Investment Advisors Inc7,900$484.0K0.00%––
Quadrature Capital Ltd7,961$487.0K0.02%––
Exchange Traded Concepts, LLC8,015$491.0K0.02%––
Los Angeles Capital Management LLC8,130$498.0K0.00%––
First Republic Investment Management, Inc.8,249$505.0K0.00%––
Conning Inc.8,390$514.0K0.02%––
Fuller & Thaler Asset Management, Inc.8,450$517.0K0.00%––
Raymond James Trust N.A.8,741$535.0K0.02%––
Marshall Wace North America L.P.8,729$535.0K0.00%––
Donaldson Capital Management, LLC8,770$537.0K0.03%––
Acorn Wealth Advisors, LLC8,825$540.0K0.39%––
World Asset Management Inc8,408$541.0K0.05%––
Bessemer Group Inc8,992$551.0K0.00%––
First American Bank9,052$554.0K0.03%––
Sound Financial Strategies Group, LLC9,232$565.0K0.29%––
Vident Investment Advisory, LLC9,258$567.0K0.02%––
Winton Group Ltd9,323$571.0K0.03%––
Occudo Quantitative Strategies LP9,356$573.0K0.13%––
Colony Group LLC9,397$575.0K0.01%––
Fiduciary Trust Co9,425$577.0K0.01%––
Veritable, L.P.9,441$578.0K0.01%––
Verition Fund Management LLC9,477$580.0K0.01%––
Allianz Asset Management GmbH9,538$584.0K0.00%––
IBM Retirement Fund9,654$591.0K0.04%––
Trexquant Investment LP9,790$599.0K0.05%––
Amica Retiree Medical Trust9,809$601.0K0.41%––
Prospera Financial Services Inc9,885$605.0K0.04%––
LS Investment Advisors, LLC10,133$620.0K0.03%––
Waratah Capital Advisors Ltd.10,239$627.0K0.04%––
Cigna Investments Inc10,304$631.0K0.04%––
Thomas White International Ltd10,463$641.0K0.10%––
Aurora Investment Counsel10,608$649.0K0.48%––
Pitcairn Co11,004$674.0K0.05%––
Mirabella Financial Services LLP11,017$674.0K0.21%––
Bayesian Capital Management, LP11,200$686.0K0.16%––
Mercer Global Advisors Inc11,373$696.0K0.01%––
Blueshift Asset Management, LLC11,530$706.0K0.07%––
Mirae Asset Global Investments Co., Ltd.11,598$710.0K0.00%––
Foster & Motley Inc11,764$720.0K0.07%––
Engineers Gate Manager LP11,800$722.0K0.04%––
Bridgefront Capital, LLC12,367$757.0K0.24%––
Brasada Capital Management, LP12,385$758.0K0.16%––
Xponance, Inc.12,433$761.0K0.02%––
Thrivent Financial for Lutherans12,580$770.0K0.00%––
Meiji Yasuda Asset Management Co Ltd.12,698$777.0K0.06%––
Bahl & Gaynor Inc12,744$780.0K0.00%––
Brinker Capital Investments, LLC12,856$787.0K0.01%––
Profund Advisors LLC13,097$802.0K0.03%––
Northwestern Mutual Investment Management Company, LLC13,099$802.0K0.01%––
Teza Capital Management LLC13,155$805.0K0.16%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.13,191$808.0K0.00%––
B. Metzler seel. Sohn & Co. Holding AG13,234$810.0K0.01%––
Nordea Investment Management AB13,586$829.0K0.00%––
CIBC World Markets Inc.13,619$834.0K0.00%––
Alethea Capital Management, LLC13,617$834.0K0.51%––
Advisor Partners LLC13,674$837.0K0.06%––
QS Investors, LLC13,961$855.0K0.01%––
Cambridge Investment Research Advisors, Inc.13,990$856.0K0.00%––
American National Registered Investment Advisor, Inc.14,070$861.0K0.33%––
Creative Planning14,574$892.0K0.00%––
Harbour Investments, Inc.14,675$898.0K0.03%––
Homrich & Berg14,792$906.0K0.02%––
Avantax Advisory Services, Inc.14,972$917.0K0.02%––
Mackenzie Financial Corp14,987$918.0K0.00%––
Dana Investment Advisors, Inc.15,162$928.0K0.04%––
Schroder Investment Management Group15,255$934.0K0.00%––
E. Ohman J:or Asset Management AB15,300$936.7K0.03%––
Pettee Investors, Inc.15,368$941.0K0.45%––
Toews Corp15,500$949.0K0.08%––
Kesler, Norman & Wride, LLC15,561$953.0K0.24%––
Amalgamated Bank15,631$957.0K0.04%––
PFS Investments Inc.15,731$963.0K0.02%––
Horizon Kinetics Asset Management LLC15,975$978.0K0.02%––
Pacer Advisors, Inc.16,002$980.0K0.02%––
AXA S.A.16,100$986.0K0.00%––
Chesley Taft & Associates LLC16,675$1.02M0.06%––
Glenmede Trust Co NA17,281$1.06M0.01%––
Kentucky Retirement Systems17,274$1.06M0.05%––
Louisiana State Employees Retirement System17,900$1.10M0.03%––
New Mexico Educational Retirement Board18,010$1.10M0.04%––
Hennion & Walsh Asset Management, Inc.18,259$1.12M0.07%––
Cornercap Investment Counsel Inc18,784$1.15M0.13%––
ING Groep NV19,131$1.17M0.02%––
Kempen Capital Management N.V.20,177$1.24M0.06%––
Westpac Banking Corp20,592$1.26M0.01%––
Elo Mutual Pension Insurance Co20,657$1.26M0.04%––
Teachers Retirement System of the State of Kentucky21,412$1.31M0.01%––
Maryland State Retirement & Pension System21,844$1.34M0.05%––
Robeco Institutional Asset Management B.V.21,968$1.34M0.00%––
Sumitomo Life Insurance Co22,101$1.35M0.05%––