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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
New York State Common Retirement Fund279,300$17.1M0.02%––
UBS Group AG272,055$16.7M0.01%––
HSBC Holdings PLC259,886$15.9M0.02%––
Prudential Financial Inc258,290$15.8M0.02%––
Hennessy Advisors Inc245,098$15.0M0.87%––
Magellan Asset Management Ltd236,193$14.5M0.03%––
State of Wisconsin Investment Board233,586$14.3M0.03%––
Canada Pension Plan Investment Board232,577$14.2M0.02%––
Guggenheim Capital LLC232,005$14.2M0.09%––
BNP Paribas Arbitrage, SA225,301$13.8M0.03%––
Comgest Global Investors S.A.S.206,582$12.6M0.19%––
Gabelli Funds LLC202,150$12.4M0.08%––
Employees Retirement System of Texas198,286$12.1M0.16%––
Chevy Chase Trust Holdings, Inc.196,223$12.0M0.04%––
BP PLC193,877$11.9M0.42%––
US Bancorp192,488$11.8M0.02%––
Epoch Investment Partners, Inc.186,954$11.4M0.05%––
Great West Life Assurance Co184,824$11.2M0.03%––
Adams Diversified Equity Fund, Inc.180,800$11.1M0.47%––
Gradient Investments LLC175,450$10.7M0.35%––
Assenagon Asset Management S.A.174,705$10.7M0.05%––
CIBC Asset Management Inc171,136$10.5M0.04%––
Coann Capital LLC168,607$10.3M8.79%––
Point72 Asset Management, L.P.161,108$9.86M0.05%––
Cubist Systematic Strategies, LLC157,724$9.66M0.12%––
Chartwell Investment Partners, LLC154,844$9.48M0.28%––
DekaBank Deutsche Girozentrale154,692$9.45M0.03%––
M&T Bank Corp153,732$9.41M0.04%––
State of New Jersey Common Pension Fund D153,473$9.40M0.03%––
Public Employees Retirement System of Ohio151,785$9.29M0.04%––
Comerica Bank143,690$9.21M0.05%––
State of Alaska, Department of Revenue147,194$9.01M0.10%––
Westwood Holdings Group Inc.143,733$8.80M0.09%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys141,824$8.68M0.11%––
Beck Bode, LLC140,861$8.62M2.65%––
Cipher Capital LP135,306$8.28M0.97%––
Shell Asset Management Co130,228$7.97M0.16%––
Telemus Capital, LLC129,397$7.96M0.55%––
Toronto Dominion Bank129,454$7.92M0.01%––
Vaughan Nelson Investment Management, L.P.122,077$7.47M0.08%––
Squarepoint Ops LLC121,403$7.43M0.07%––
Voya Investment Management LLC117,563$7.20M0.01%––
American International Group, Inc.117,299$7.18M0.03%––
Moody National Bank Trust Division113,770$6.96M0.17%––
Neuberger Berman Group LLC112,290$6.86M0.01%––
Treasurer of the State of North Carolina109,202$6.68M0.04%––
MUFG Americas Holdings Corp108,344$6.63M0.13%––
SG Americas Securities, LLC107,999$6.61M0.04%––
Retirement Systems of Alabama107,773$6.60M0.02%––
Calamos Advisors LLC107,713$6.59M0.04%––
American National Insurance Co106,875$6.54M0.27%––
Marshall Wace, LLP106,587$6.53M0.03%––
Zurcher Kantonalbank (Zurich Cantonalbank)106,491$6.52M0.04%––
Ensign Peak Advisors, Inc106,425$6.51M0.01%––
AQR Capital Management LLC106,036$6.47M0.01%––
Stifel Financial Corp104,293$6.38M0.01%––
Schonfeld Strategic Advisors LLC98,157$6.01M0.08%––
Vestcor Inc96,544$5.91M0.22%––
Aviva PLC96,477$5.91M0.03%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.95,265$5.83M0.04%––
Illinois Municipal Retirement Fund94,209$5.77M0.25%––
Nicholas Company, Inc.89,860$5.50M0.10%––
Fifth Third Bancorp89,114$5.46M0.03%––
Hedeker Wealth, LLC83,067$5.08M1.79%––
Arizona State Retirement System82,557$5.05M0.04%––
RWC Asset Management LLP79,877$4.89M0.15%––
SEI Investments Co77,689$4.76M0.01%––
Intact Investment Management Inc.77,600$4.75M0.14%––
Nomura Asset Management Co Ltd76,605$4.69M0.03%––
Capital Bank & Trust Co74,780$4.58M0.05%––
Susquehanna International Group, LLP73,929$4.53M0.01%––
Teacher Retirement System of Texas72,507$4.44M0.02%––
State of Michigan Retirement System72,485$4.44M0.03%––
Mattern Capital Management, LLC72,495$4.44M0.96%––
Banque Cantonale Vaudoise70,207$4.30M0.22%––
PGGM Investments70,076$4.29M0.02%––
MetLife Investment Management68,854$4.22M0.04%––
Opus Investment Management Inc67,800$4.15M0.61%––
Forsta Ap-Fonden65,900$4.03M0.06%––
Miller Howard Investments Inc65,232$3.99M0.17%––
Sigma Planning Corp64,435$3.94M0.13%––
Janney Montgomery Scott LLC64,274$3.94M0.02%––
Daiwa Securities Group Inc.63,236$3.87M0.03%––
Amica Mutual Insurance Co62,250$3.81M0.43%––
Korea Investment CORP62,100$3.80M0.01%––
Gulf International Bank (UK) Ltd59,879$3.67M0.05%––
LPL Financial LLC59,741$3.66M0.00%––
Natixis Advisors, L.P.59,505$3.64M0.02%––
Sumitomo Mitsui DS Asset Management Company, Ltd59,055$3.62M0.09%––
Dai-Ichi Life Insurance Company, Ltd58,792$3.60M0.05%––
Andra AP-fonden56,600$3.46M0.08%––
Utah Retirement Systems54,708$3.35M0.05%––
Bank of Nova Scotia53,887$3.30M0.01%––
Dynamic Technology Lab Private Ltd53,266$3.26M0.37%––
Hexavest Inc.52,895$3.24M0.14%––
Exchange Capital Management, Inc.52,751$3.23M0.67%––
Walleye Capital LLC52,728$3.23M0.21%––
Securian Asset Management, Inc52,538$3.22M0.07%––
Captrust Financial Advisors50,416$3.09M0.03%––
HITE Hedge Asset Management LLC50,000$3.06M0.46%––