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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
Rhumbline Advisers507,100$31.0M0.04%––
Voloridge Investment Management, LLC534,792$32.7M0.24%––
Principal Financial Group Inc555,857$34.0M0.02%––
Martingale Asset Management L P569,898$34.9M0.40%––
Zimmer Partners, LP603,500$36.9M0.51%––
Ci Investments Inc.639,802$39.2M0.17%––
STRS Ohio648,786$39.7M0.15%––
Prudential PLC712,772$43.6M0.30%––
ExodusPoint Capital Management, LP750,971$46.0M0.92%––
Victory Capital Management Inc766,172$46.9M0.05%––
Partners Group Holding AG816,092$50.0M4.30%––
Energy Income Partners, LLC838,656$51.3M1.37%––
Amundi Asset Management US, Inc.868,988$53.2M0.04%––
Deutsche Bank AG875,849$53.6M0.03%––
Macquarie Group Ltd896,946$54.9M0.08%––
Credit Suisse AG901,185$55.2M0.04%––
Royal Bank of Canada909,961$55.7M0.02%––
Dimensional Fund Advisors LP923,794$56.6M0.02%––
Panagora Asset Management Inc951,324$58.2M0.33%––
Sumitomo Mitsui Trust Holdings, Inc.1,013,626$62.1M0.04%––
TD Asset Management Inc1,047,558$64.1M0.07%––
Bank of Montreal1,084,589$65.7M0.05%––
Ceredex Value Advisors LLC1,076,350$65.9M0.77%––
Citadel Advisors LLC1,170,399$71.7M0.08%––
First Trust Advisors LP1,189,736$72.9M0.09%––
ClearBridge Investments Ltd1,211,274$74.2M3.12%––
Cohen & Steers, Inc.1,257,596$77.0M0.16%––
APG Asset Management N.V.1,509,116$78.6M0.13%––
Charles Schwab Investment Management Inc1,320,651$80.9M0.03%––
Two Sigma Advisers, LP1,337,601$81.9M0.22%––
UBS Asset Management Americas Inc1,343,999$82.3M0.04%––
Swiss National Bank1,451,242$88.8M0.06%––
Parametric Portfolio Associates LLC1,487,766$91.1M0.05%––
D. E. Shaw & Co., Inc.1,531,348$93.7M0.12%––
Brookfield Asset Management Inc.1,768,672$108.3M0.52%––
Norges Bank1,793,520$109.8M0.03%––
Duff & Phelps Investment Management Co1,842,856$112.8M1.54%––
Reaves W H & Co Inc1,872,815$114.7M3.99%––
Eaton Vance Management1,970,189$120.6M0.18%––
Lord, Abbett & Co. LLC1,987,839$121.7M0.31%––
Goldman Sachs Group Inc1,990,224$121.8M0.04%––
Jennison Associates LLC2,036,629$124.7M0.09%––
California Public Employees Retirement System2,212,691$135.5M0.10%––
Wells Fargo & Company2,363,383$144.7M0.03%––
Bank of America Corp2,468,229$151.1M0.02%––
Nuveen Asset Management, LLC2,549,129$156.1M0.05%––
Millennium Management LLC2,645,095$161.9M0.23%––
Massachusetts Financial Services Co2,743,555$168.0M0.05%––
FIL Ltd2,795,570$171.1M0.19%––
Standard Life Aberdeen plc2,836,779$173.7M0.39%––
Northern Trust Corp3,257,585$199.4M0.04%––
Invesco Ltd.3,622,968$221.8M0.06%––
Legal & General Group Plc3,940,986$241.3M0.09%––
Ameriprise Financial Inc4,195,785$256.9M0.09%––
Geode Capital Management, LLC5,113,699$312.3M0.05%––
Pictet Asset Management Ltd5,555,781$340.1M0.41%––
GQG Partners LLC6,091,040$372.9M1.36%––
Bank of New York Mellon Corp6,397,967$391.7M0.08%––
Capital Research Global Investors6,633,043$406.1M0.10%––
Franklin Resources Inc7,096,812$434.5M0.18%––
Capital International Investors7,227,923$442.5M0.11%––
Capital World Investors7,234,409$442.9M0.08%––
State Street Corp14,321,328$876.8M0.05%––
JPMorgan Chase & Co21,424,806$1.31B0.19%––
BlackRock Inc.25,218,582$1.54B0.05%––
Vanguard Group Inc35,076,679$2.15B0.06%––