Skip to main content

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
RWC Asset Management LLP79,877$4.89M0.15%––
Arizona State Retirement System82,557$5.05M0.04%––
Hedeker Wealth, LLC83,067$5.08M1.79%––
Fifth Third Bancorp89,114$5.46M0.03%––
Nicholas Company, Inc.89,860$5.50M0.10%––
Illinois Municipal Retirement Fund94,209$5.77M0.25%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.95,265$5.83M0.04%––
Aviva PLC96,477$5.91M0.03%––
Vestcor Inc96,544$5.91M0.22%––
Schonfeld Strategic Advisors LLC98,157$6.01M0.08%––
Stifel Financial Corp104,293$6.38M0.01%––
AQR Capital Management LLC106,036$6.47M0.01%––
Ensign Peak Advisors, Inc106,425$6.51M0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)106,491$6.52M0.04%––
Marshall Wace, LLP106,587$6.53M0.03%––
American National Insurance Co106,875$6.54M0.27%––
Calamos Advisors LLC107,713$6.59M0.04%––
Retirement Systems of Alabama107,773$6.60M0.02%––
SG Americas Securities, LLC107,999$6.61M0.04%––
MUFG Americas Holdings Corp108,344$6.63M0.13%––
Treasurer of the State of North Carolina109,202$6.68M0.04%––
Neuberger Berman Group LLC112,290$6.86M0.01%––
Moody National Bank Trust Division113,770$6.96M0.17%––
American International Group, Inc.117,299$7.18M0.03%––
Voya Investment Management LLC117,563$7.20M0.01%––
Squarepoint Ops LLC121,403$7.43M0.07%––
Vaughan Nelson Investment Management, L.P.122,077$7.47M0.08%––
Toronto Dominion Bank129,454$7.92M0.01%––
Telemus Capital, LLC129,397$7.96M0.55%––
Shell Asset Management Co130,228$7.97M0.16%––
Cipher Capital LP135,306$8.28M0.97%––
Beck Bode, LLC140,861$8.62M2.65%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys141,824$8.68M0.11%––
Westwood Holdings Group Inc.143,733$8.80M0.09%––
State of Alaska, Department of Revenue147,194$9.01M0.10%––
Comerica Bank143,690$9.21M0.05%––
Public Employees Retirement System of Ohio151,785$9.29M0.04%––
State of New Jersey Common Pension Fund D153,473$9.40M0.03%––
M&T Bank Corp153,732$9.41M0.04%––
DekaBank Deutsche Girozentrale154,692$9.45M0.03%––
Chartwell Investment Partners, LLC154,844$9.48M0.28%––
Cubist Systematic Strategies, LLC157,724$9.66M0.12%––
Point72 Asset Management, L.P.161,108$9.86M0.05%––
Coann Capital LLC168,607$10.3M8.79%––
CIBC Asset Management Inc171,136$10.5M0.04%––
Assenagon Asset Management S.A.174,705$10.7M0.05%––
Gradient Investments LLC175,450$10.7M0.35%––
Adams Diversified Equity Fund, Inc.180,800$11.1M0.47%––
Great West Life Assurance Co184,824$11.2M0.03%––
Epoch Investment Partners, Inc.186,954$11.4M0.05%––
US Bancorp192,488$11.8M0.02%––
BP PLC193,877$11.9M0.42%––
Chevy Chase Trust Holdings, Inc.196,223$12.0M0.04%––
Employees Retirement System of Texas198,286$12.1M0.16%––
Gabelli Funds LLC202,150$12.4M0.08%––
Comgest Global Investors S.A.S.206,582$12.6M0.19%––
BNP Paribas Arbitrage, SA225,301$13.8M0.03%––
Guggenheim Capital LLC232,005$14.2M0.09%––
Canada Pension Plan Investment Board232,577$14.2M0.02%––
State of Wisconsin Investment Board233,586$14.3M0.03%––
Magellan Asset Management Ltd236,193$14.5M0.03%––
Hennessy Advisors Inc245,098$15.0M0.87%––
Prudential Financial Inc258,290$15.8M0.02%––
HSBC Holdings PLC259,886$15.9M0.02%––
UBS Group AG272,055$16.7M0.01%––
New York State Common Retirement Fund279,300$17.1M0.02%––
AMP Capital Investors Ltd284,166$17.4M0.09%––
Asset Management One Co.,Ltd.291,563$17.8M0.07%––
Envestnet Asset Management Inc291,982$17.9M0.01%––
Nisa Investment Advisors, LLC298,598$18.3M0.12%––
Manufacturers Life Insurance Company, The299,368$18.3M0.02%––
Personal Capital Advisors Corp302,978$18.5M0.11%––
American Century Companies Inc308,885$18.9M0.01%––
New York State Teachers Retirement System309,637$19.0M0.04%––
Adage Capital Partners GP, L.L.C.318,861$19.5M0.04%––
BI Asset Management Fondsmaeglerselskab A/S321,064$19.7M0.80%––
FMR LLC336,098$20.6M0.00%––
Mitsubishi UFJ Trust & Banking Corp346,800$21.2M0.05%––
Two Sigma Investments, LP358,094$21.9M0.07%––
Morgan Stanley364,065$22.3M0.00%––
Raymond James & Associates373,392$22.9M0.02%––
Alliancebernstein L.P.379,050$23.2M0.01%––
Barclays PLC381,579$23.4M0.02%––
Janus Henderson Group PLC384,938$23.6M0.01%––
CIBC Private Wealth Group, LLC385,738$23.6M0.06%––
Citigroup Inc401,168$24.6M0.02%––
Russell Investments Group, Ltd.401,718$24.6M0.04%––
Scout Investments, Inc.404,566$24.8M0.37%––
Echo Street Capital Management LLC406,177$24.9M0.22%––
State Board of Administration of Florida Retirement System418,477$25.6M0.05%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main443,183$27.1M0.05%––
Truist Financial Corp454,627$27.8M0.05%––
National Pension Service456,141$27.9M0.06%––
Cbre Clarion Securities LLC457,416$28.0M0.56%––
Keybank National Association459,695$28.1M0.13%––
Price T Rowe Associates Inc464,688$28.4M0.00%––
State of Tennessee, Treasury Department486,043$29.8M0.12%––
Bruce & Co., Inc.492,800$30.2M5.65%––
California State Teachers Retirement System498,151$30.5M0.04%––
Pendal Group Limited502,795$30.8M0.30%––