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
Worldquant Millennium Advisors LLC	48,882	$2.99M	0.06%	–	–
IndexIQ Advisors LLC	48,282	$2.96M	0.10%	–	–
Texas Permanent School Fund	48,249	$2.95M	0.04%	–	–
Mackay Shields LLC	47,952	$2.94M	0.02%	–	–
DnB Asset Management AS	47,377	$2.90M	0.02%	–	–
Commonwealth Equity Services, LLC	47,086	$2.88M	0.01%	–	–
British Columbia Investment Management Corp	46,959	$2.88M	0.02%	–	–
GWM Advisors LLC	46,742	$2.86M	0.09%	–	–
HighTower Advisors, LLC	45,834	$2.80M	0.01%	–	–
Seeyond	45,372	$2.78M	0.28%	–	–
Alberta Investment Management Corp	42,300	$2.59M	0.02%	–	–
Quantitative Systematic Strategies LLC	42,299	$2.59M	0.40%	–	–
Tudor Investment Corp Et Al	41,543	$2.54M	0.05%	–	–
USS Investment Management Ltd	40,786	$2.50M	0.02%	–	–
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income	40,040	$2.45M	0.28%	–	–
Hantz Financial Services, Inc.	39,344	$2.41M	0.10%	–	–
ProShare Advisors LLC	38,965	$2.38M	0.01%	–	–
Crossmark Global Holdings, Inc.	38,665	$2.37M	0.06%	–	–
People's United Financial, Inc.	37,591	$2.30M	0.05%	–	–
Van Eck Associates Corp	37,368	$2.29M	0.01%	–	–
Mutual of America Capital Management LLC	37,348	$2.29M	0.02%	–	–
Advisor Group Holdings, Inc.	37,210	$2.28M	0.01%	–	–
Public Employees Retirement Association of Colorado	36,785	$2.25M	0.01%	–	–
Raymond James Financial Services Advisors, Inc.	36,704	$2.25M	0.01%	–	–
Tower Research Capital LLC (TRC)	36,581	$2.24M	0.04%	–	–
Metropolitan Life Insurance Co	35,621	$2.18M	0.03%	–	–
Point72 Hong Kong Ltd	35,007	$2.14M	0.17%	–	–
Ossiam	34,568	$2.12M	0.07%	–	–
BLB&B Advisors, LLC	34,497	$2.11M	0.17%	–	–
Baird Financial Group, Inc.	34,314	$2.10M	0.01%	–	–
Wealthfront Advisers LLC	33,474	$2.05M	0.01%	–	–
Nissay Asset Management Corp	33,393	$2.04M	0.02%	–	–
Logan Capital Management Inc	33,117	$2.03M	0.10%	–	–
Caisse de Depot Et Placement du Quebec	33,057	$2.02M	0.00%	–	–
Redpoint Investment Management Pty Ltd	32,836	$2.01M	0.17%	–	–
Corbyn Investment Management Inc	32,123	$1.97M	0.80%	–	–
The PNC Financial Services Group, Inc.	32,045	$1.96M	0.00%	–	–
WealthTrust Axiom LLC	31,850	$1.95M	0.66%	–	–
Algert Global LLC	31,573	$1.93M	0.62%	–	–
KBC Group NV	31,309	$1.92M	0.01%	–	–
Hartford Investment Management Co	31,197	$1.91M	0.05%	–	–
Balyasny Asset Management LLC	30,681	$1.88M	0.01%	–	–
Private Advisor Group, LLC	30,502	$1.87M	0.02%	–	–
First Manhattan Co	30,282	$1.85M	0.01%	–	–
Cox Capital Mgt LLC	29,325	$1.79M	1.24%	–	–
Gamco Investors, Inc. Et Al	28,200	$1.73M	0.02%	–	–
IFM Investors Pty Ltd	27,931	$1.71M	0.05%	–	–
CIBC World Markets Corp	27,546	$1.69M	0.01%	–	–
Public Sector Pension Investment Board	27,326	$1.67M	0.01%	–	–
New England Asset Management Inc	27,053	$1.66M	0.03%	–	–
Connor, Clark & Lunn Investment Management Ltd.	26,385	$1.61M	0.01%	–	–
Aigen Investment Management, LP	25,953	$1.59M	0.21%	–	–
Dean Investment Associates, LLC	25,700	$1.57M	0.30%	–	–
Oxler Private Wealth LLC	25,345	$1.55M	0.79%	–	–
Capital International Sarl	25,257	$1.55M	0.15%	–	–
Edgestream Partners, L.P.	24,706	$1.51M	0.08%	–	–
Plante Moran Financial Advisors, LLC	24,598	$1.51M	0.41%	–	–
Steward Partners Investment Advisory, LLC	24,514	$1.50M	0.03%	–	–
AE Wealth Management LLC	24,217	$1.48M	0.01%	–	–
Capital International Inc	24,131	$1.48M	0.01%	–	–
Advisors Asset Management, Inc.	24,086	$1.47M	0.02%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	24,199	$1.47M	0.03%	–	–
Norinchukin Bank, The	24,035	$1.47M	0.02%	–	–
Oregon Public Employees Retirement Fund	23,780	$1.46M	0.02%	–	–
Virtus ETF Advisers LLC	23,606	$1.45M	0.61%	–	–
Optimal Asset Management, Inc.	22,374	$1.37M	0.18%	–	–
Sumitomo Life Insurance Co	22,101	$1.35M	0.05%	–	–
Robeco Institutional Asset Management B.V.	21,968	$1.34M	0.00%	–	–
Maryland State Retirement & Pension System	21,844	$1.34M	0.05%	–	–
Teachers Retirement System of the State of Kentucky	21,412	$1.31M	0.01%	–	–
Elo Mutual Pension Insurance Co	20,657	$1.26M	0.04%	–	–
Westpac Banking Corp	20,592	$1.26M	0.01%	–	–
Kempen Capital Management N.V.	20,177	$1.24M	0.06%	–	–
ING Groep NV	19,131	$1.17M	0.02%	–	–
Cornercap Investment Counsel Inc	18,784	$1.15M	0.13%	–	–
Hennion & Walsh Asset Management, Inc.	18,259	$1.12M	0.07%	–	–
New Mexico Educational Retirement Board	18,010	$1.10M	0.04%	–	–
Louisiana State Employees Retirement System	17,900	$1.10M	0.03%	–	–
Kentucky Retirement Systems	17,274	$1.06M	0.05%	–	–
Glenmede Trust Co NA	17,281	$1.06M	0.01%	–	–
Chesley Taft & Associates LLC	16,675	$1.02M	0.06%	–	–
AXA S.A.	16,100	$986.0K	0.00%	–	–
Pacer Advisors, Inc.	16,002	$980.0K	0.02%	–	–
Horizon Kinetics Asset Management LLC	15,975	$978.0K	0.02%	–	–
PFS Investments Inc.	15,731	$963.0K	0.02%	–	–
Amalgamated Bank	15,631	$957.0K	0.04%	–	–
Kesler, Norman & Wride, LLC	15,561	$953.0K	0.24%	–	–
Toews Corp	15,500	$949.0K	0.08%	–	–
Pettee Investors, Inc.	15,368	$941.0K	0.45%	–	–
E. Ohman J:or Asset Management AB	15,300	$936.7K	0.03%	–	–
Schroder Investment Management Group	15,255	$934.0K	0.00%	–	–
Dana Investment Advisors, Inc.	15,162	$928.0K	0.04%	–	–
Mackenzie Financial Corp	14,987	$918.0K	0.00%	–	–
Avantax Advisory Services, Inc.	14,972	$917.0K	0.02%	–	–
Homrich & Berg	14,792	$906.0K	0.02%	–	–
Harbour Investments, Inc.	14,675	$898.0K	0.03%	–	–
Creative Planning	14,574	$892.0K	0.00%	–	–
American National Registered Investment Advisor, Inc.	14,070	$861.0K	0.33%	–	–
Cambridge Investment Research Advisors, Inc.	13,990	$856.0K	0.00%	–	–
QS Investors, LLC	13,961	$855.0K	0.01%	–	–