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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
Advisor Partners LLC13,674$837.0K0.06%––
CIBC World Markets Inc.13,619$834.0K0.00%––
Alethea Capital Management, LLC13,617$834.0K0.51%––
Nordea Investment Management AB13,586$829.0K0.00%––
B. Metzler seel. Sohn & Co. Holding AG13,234$810.0K0.01%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.13,191$808.0K0.00%––
Teza Capital Management LLC13,155$805.0K0.16%––
Profund Advisors LLC13,097$802.0K0.03%––
Northwestern Mutual Investment Management Company, LLC13,099$802.0K0.01%––
Brinker Capital Investments, LLC12,856$787.0K0.01%––
Bahl & Gaynor Inc12,744$780.0K0.00%––
Meiji Yasuda Asset Management Co Ltd.12,698$777.0K0.06%––
Thrivent Financial for Lutherans12,580$770.0K0.00%––
Xponance, Inc.12,433$761.0K0.02%––
Brasada Capital Management, LP12,385$758.0K0.16%––
Bridgefront Capital, LLC12,367$757.0K0.24%––
Engineers Gate Manager LP11,800$722.0K0.04%––
Foster & Motley Inc11,764$720.0K0.07%––
Mirae Asset Global Investments Co., Ltd.11,598$710.0K0.00%––
Blueshift Asset Management, LLC11,530$706.0K0.07%––
Mercer Global Advisors Inc11,373$696.0K0.01%––
Bayesian Capital Management, LP11,200$686.0K0.16%––
Pitcairn Co11,004$674.0K0.05%––
Mirabella Financial Services LLP11,017$674.0K0.21%––
Aurora Investment Counsel10,608$649.0K0.48%––
Thomas White International Ltd10,463$641.0K0.10%––
Cigna Investments Inc10,304$631.0K0.04%––
Waratah Capital Advisors Ltd.10,239$627.0K0.04%––
LS Investment Advisors, LLC10,133$620.0K0.03%––
Prospera Financial Services Inc9,885$605.0K0.04%––
Amica Retiree Medical Trust9,809$601.0K0.41%––
Trexquant Investment LP9,790$599.0K0.05%––
IBM Retirement Fund9,654$591.0K0.04%––
Allianz Asset Management GmbH9,538$584.0K0.00%––
Verition Fund Management LLC9,477$580.0K0.01%––
Veritable, L.P.9,441$578.0K0.01%––
Fiduciary Trust Co9,425$577.0K0.01%––
Colony Group LLC9,397$575.0K0.01%––
Occudo Quantitative Strategies LP9,356$573.0K0.13%––
Winton Group Ltd9,323$571.0K0.03%––
Vident Investment Advisory, LLC9,258$567.0K0.02%––
Sound Financial Strategies Group, LLC9,232$565.0K0.29%––
First American Bank9,052$554.0K0.03%––
Bessemer Group Inc8,992$551.0K0.00%––
World Asset Management Inc8,408$541.0K0.05%––
Acorn Wealth Advisors, LLC8,825$540.0K0.39%––
Donaldson Capital Management, LLC8,770$537.0K0.03%––
Raymond James Trust N.A.8,741$535.0K0.02%––
Marshall Wace North America L.P.8,729$535.0K0.00%––
Fuller & Thaler Asset Management, Inc.8,450$517.0K0.00%––
Conning Inc.8,390$514.0K0.02%––
First Republic Investment Management, Inc.8,249$505.0K0.00%––
Los Angeles Capital Management LLC8,130$498.0K0.00%––
Exchange Traded Concepts, LLC8,015$491.0K0.02%––
Quadrature Capital Ltd7,961$487.0K0.02%––
Fort Washington Investment Advisors Inc7,900$484.0K0.00%––
Kentucky Retirement Systems Insurance Trust Fund7,896$483.0K0.05%––
Jump Financial, LLC7,817$478.0K0.04%––
Sciencast Management LP7,700$469.0K0.09%––
Alphasimplex Group, LLC7,646$468.0K0.20%––
IFP Advisors, Inc7,639$466.0K0.01%––
Kinneret Advisory, LLC7,582$464.0K0.06%––
Bokf, NA7,511$460.0K0.01%––
Commerce Bank7,450$456.0K0.00%––
Gsa Capital Partners LLP7,299$447.0K0.07%––
Simplex Trading, LLC7,205$441.0K0.02%––
Northwestern Mutual Wealth Management Co7,201$440.0K0.00%––
Huntington National Bank7,075$433.0K0.01%––
Prelude Capital Management, LLC6,956$426.0K0.03%––
Sanford Advisory Services, LLC6,895$422.0K0.12%––
Greenleaf Trust6,880$421.0K0.01%––
Swiss Life Asset Management Ltd6,625$405.6K0.01%––
Alpha Paradigm Partners, LLC6,598$404.0K0.16%––
Davenport & Co LLC6,569$402.0K0.00%––
TCF National Bank6,529$400.0K0.05%––
Alpine Woods Capital Investors, LLC6,500$398.0K0.04%––
JustInvest LLC6,271$384.0K0.06%––
Stephens Inc6,250$383.0K0.01%––
Everence Capital Management Inc6,220$381.0K0.03%––
MML Investors Services, LLC6,194$379.0K0.00%––
Kestra Advisory Services, LLC6,073$372.0K0.00%––
Financial Counselors Inc6,005$368.0K0.01%––
Rafferty Asset Management, LLC5,862$359.0K0.00%––
Meiji Yasuda Life Insurance Co5,806$355.0K0.01%––
Bradley Foster & Sargent Inc5,700$349.0K0.01%––
Mirador Capital Partners LP5,640$345.0K0.09%––
Tdam USA Inc.5,418$332.0K0.02%––
Regentatlantic Capital LLC5,337$327.0K0.01%––
Sowell Financial Services LLC5,022$324.0K0.01%––
Segall Bryant & Hamill, LLC5,198$318.0K0.00%––
Spire Wealth Management5,208$318.0K0.01%––
Bailard, Inc.5,013$307.0K0.01%––
Krilogy Financial LLC5,000$306.0K0.03%––
FourThought Financial, LLC4,895$299.0K0.04%––
Cresset Asset Management, LLC4,848$297.0K0.00%––
Vontobel Holding Ltd.4,825$296.0K0.00%––
Capital Investment Advisors, LLC4,798$294.0K0.01%––
Great Lakes Advisors, LLC4,743$290.0K0.00%––
Pointe Capital Management LLC4,667$286.0K0.20%––
RFG Advisory, LLC4,589$281.0K0.03%––