CMS Energy Corp

CMS

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000811156

SEC filings (opens in a new tab)

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 classesCMSA CMSC CMSD CMS.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

Value heldQ1 2021: $15.9B

Institutions holding CMS and their total value by quarter
Quarter	Holders	Value
Q2 2026	821	$24.2B
Q1 2026	802	$23.1B
Q4 2025	801	$20.5B
Q3 2025	776	$21.2B
Q2 2025	745	$20.5B
Q1 2025	734	$21.5B
Q4 2024	716	$18.9B
Q3 2024	710	$20.1B
Q2 2024	686	$16.6B
Q1 2024	664	$16.9B
Q4 2023	633	$16.3B
Q3 2023	618	$14.7B
Q2 2023	629	$16.3B
Q1 2023	631	$16.7B
Q4 2022	636	$17.2B
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	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Optimal Asset Management, Inc.	22,374	$1.37M	0.18%	–	–
Virtus ETF Advisers LLC	23,606	$1.45M	0.61%	–	–
Oregon Public Employees Retirement Fund	23,780	$1.46M	0.02%	–	–
Norinchukin Bank, The	24,035	$1.47M	0.02%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	24,199	$1.47M	0.03%	–	–
Advisors Asset Management, Inc.	24,086	$1.47M	0.02%	–	–
Capital International Inc	24,131	$1.48M	0.01%	–	–
AE Wealth Management LLC	24,217	$1.48M	0.01%	–	–
Steward Partners Investment Advisory, LLC	24,514	$1.50M	0.03%	–	–
Plante Moran Financial Advisors, LLC	24,598	$1.51M	0.41%	–	–
Edgestream Partners, L.P.	24,706	$1.51M	0.08%	–	–
Capital International Sarl	25,257	$1.55M	0.15%	–	–
Oxler Private Wealth LLC	25,345	$1.55M	0.79%	–	–
Dean Investment Associates, LLC	25,700	$1.57M	0.30%	–	–
Aigen Investment Management, LP	25,953	$1.59M	0.21%	–	–
Connor, Clark & Lunn Investment Management Ltd.	26,385	$1.61M	0.01%	–	–
New England Asset Management Inc	27,053	$1.66M	0.03%	–	–
Public Sector Pension Investment Board	27,326	$1.67M	0.01%	–	–
CIBC World Markets Corp	27,546	$1.69M	0.01%	–	–
IFM Investors Pty Ltd	27,931	$1.71M	0.05%	–	–
Gamco Investors, Inc. Et Al	28,200	$1.73M	0.02%	–	–
Cox Capital Mgt LLC	29,325	$1.79M	1.24%	–	–
First Manhattan Co	30,282	$1.85M	0.01%	–	–
Private Advisor Group, LLC	30,502	$1.87M	0.02%	–	–
Balyasny Asset Management LLC	30,681	$1.88M	0.01%	–	–
Hartford Investment Management Co	31,197	$1.91M	0.05%	–	–
KBC Group NV	31,309	$1.92M	0.01%	–	–
Algert Global LLC	31,573	$1.93M	0.62%	–	–
WealthTrust Axiom LLC	31,850	$1.95M	0.66%	–	–
The PNC Financial Services Group, Inc.	32,045	$1.96M	0.00%	–	–
Corbyn Investment Management Inc	32,123	$1.97M	0.80%	–	–
Redpoint Investment Management Pty Ltd	32,836	$2.01M	0.17%	–	–
Caisse de Depot Et Placement du Quebec	33,057	$2.02M	0.00%	–	–
Logan Capital Management Inc	33,117	$2.03M	0.10%	–	–
Nissay Asset Management Corp	33,393	$2.04M	0.02%	–	–
Wealthfront Advisers LLC	33,474	$2.05M	0.01%	–	–
Baird Financial Group, Inc.	34,314	$2.10M	0.01%	–	–
BLB&B Advisors, LLC	34,497	$2.11M	0.17%	–	–
Ossiam	34,568	$2.12M	0.07%	–	–
Point72 Hong Kong Ltd	35,007	$2.14M	0.17%	–	–
Metropolitan Life Insurance Co	35,621	$2.18M	0.03%	–	–
Tower Research Capital LLC (TRC)	36,581	$2.24M	0.04%	–	–
Raymond James Financial Services Advisors, Inc.	36,704	$2.25M	0.01%	–	–
Public Employees Retirement Association of Colorado	36,785	$2.25M	0.01%	–	–
Advisor Group Holdings, Inc.	37,210	$2.28M	0.01%	–	–
Mutual of America Capital Management LLC	37,348	$2.29M	0.02%	–	–
Van Eck Associates Corp	37,368	$2.29M	0.01%	–	–
People's United Financial, Inc.	37,591	$2.30M	0.05%	–	–
Crossmark Global Holdings, Inc.	38,665	$2.37M	0.06%	–	–
ProShare Advisors LLC	38,965	$2.38M	0.01%	–	–
Hantz Financial Services, Inc.	39,344	$2.41M	0.10%	–	–
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income	40,040	$2.45M	0.28%	–	–
USS Investment Management Ltd	40,786	$2.50M	0.02%	–	–
Tudor Investment Corp Et Al	41,543	$2.54M	0.05%	–	–
Alberta Investment Management Corp	42,300	$2.59M	0.02%	–	–
Quantitative Systematic Strategies LLC	42,299	$2.59M	0.40%	–	–
Seeyond	45,372	$2.78M	0.28%	–	–
HighTower Advisors, LLC	45,834	$2.80M	0.01%	–	–
GWM Advisors LLC	46,742	$2.86M	0.09%	–	–
British Columbia Investment Management Corp	46,959	$2.88M	0.02%	–	–
Commonwealth Equity Services, LLC	47,086	$2.88M	0.01%	–	–
DnB Asset Management AS	47,377	$2.90M	0.02%	–	–
Mackay Shields LLC	47,952	$2.94M	0.02%	–	–
Texas Permanent School Fund	48,249	$2.95M	0.04%	–	–
IndexIQ Advisors LLC	48,282	$2.96M	0.10%	–	–
Worldquant Millennium Advisors LLC	48,882	$2.99M	0.06%	–	–
HITE Hedge Asset Management LLC	50,000	$3.06M	0.46%	–	–
Captrust Financial Advisors	50,416	$3.09M	0.03%	–	–
Securian Asset Management, Inc	52,538	$3.22M	0.07%	–	–
Walleye Capital LLC	52,728	$3.23M	0.21%	–	–
Exchange Capital Management, Inc.	52,751	$3.23M	0.67%	–	–
Hexavest Inc.	52,895	$3.24M	0.14%	–	–
Dynamic Technology Lab Private Ltd	53,266	$3.26M	0.37%	–	–
Bank of Nova Scotia	53,887	$3.30M	0.01%	–	–
Utah Retirement Systems	54,708	$3.35M	0.05%	–	–
Andra AP-fonden	56,600	$3.46M	0.08%	–	–
Dai-Ichi Life Insurance Company, Ltd	58,792	$3.60M	0.05%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	59,055	$3.62M	0.09%	–	–
Natixis Advisors, L.P.	59,505	$3.64M	0.02%	–	–
LPL Financial LLC	59,741	$3.66M	0.00%	–	–
Gulf International Bank (UK) Ltd	59,879	$3.67M	0.05%	–	–
Korea Investment CORP	62,100	$3.80M	0.01%	–	–
Amica Mutual Insurance Co	62,250	$3.81M	0.43%	–	–
Daiwa Securities Group Inc.	63,236	$3.87M	0.03%	–	–
Janney Montgomery Scott LLC	64,274	$3.94M	0.02%	–	–
Sigma Planning Corp	64,435	$3.94M	0.13%	–	–
Miller Howard Investments Inc	65,232	$3.99M	0.17%	–	–
Forsta Ap-Fonden	65,900	$4.03M	0.06%	–	–
Opus Investment Management Inc	67,800	$4.15M	0.61%	–	–
MetLife Investment Management	68,854	$4.22M	0.04%	–	–
PGGM Investments	70,076	$4.29M	0.02%	–	–
Banque Cantonale Vaudoise	70,207	$4.30M	0.22%	–	–
State of Michigan Retirement System	72,485	$4.44M	0.03%	–	–
Mattern Capital Management, LLC	72,495	$4.44M	0.96%	–	–
Teacher Retirement System of Texas	72,507	$4.44M	0.02%	–	–
Susquehanna International Group, LLP	73,929	$4.53M	0.01%	–	–
Capital Bank & Trust Co	74,780	$4.58M	0.05%	–	–
Nomura Asset Management Co Ltd	76,605	$4.69M	0.03%	–	–
Intact Investment Management Inc.	77,600	$4.75M	0.14%	–	–
SEI Investments Co	77,689	$4.76M	0.01%	–	–