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.
13F holders, Q2 2021
Institutional positions in CMS Energy Corp as of Jun 30, 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
- 575
- +13 vs. Q1 2021
- Shares held
- 263.2M
- +3.34M (+1.3%) vs. Q1 2021
- Total value
- $15.5B
- −$356.2M (−2.2%) vs. Q1 2021
- New holders
- 67
- 227 more added
- Sold out
- 54
- 195 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 821 | $24.2B |
| Q1 2026 | 802 | $23.1B |
| Q4 2025 | 801 | $20.6B |
| Q3 2025 | 776 | $22.6B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.7B |
| Q4 2024 | 716 | $19.0B |
| Q3 2024 | 710 | $22.0B |
| Q2 2024 | 686 | $18.1B |
| Q1 2024 | 664 | $19.1B |
| Q4 2023 | 633 | $17.9B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.4B |
| Q1 2023 | 631 | $16.8B |
| Q4 2022 | 636 | $17.3B |
| 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 | $16.0B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 35,849,652 | $2.12B | 0.05% | +772,973+2.2% | Added |
| BlackRock Inc. | 25,472,987 | $1.50B | 0.04% | +254,405+1.0% | Added |
| JPMorgan Chase & Co | 17,470,710 | $1.03B | 0.13% | −3,954,096−18.5% | Reduced |
| State Street Corp | 14,263,530 | $842.7M | 0.04% | −57,798−0.4% | Reduced |
| Capital International Investors | 10,500,440 | $620.3M | 0.14% | +3,272,517+45.3% | Added |
| Price T Rowe Associates Inc | 7,819,100 | $462.0M | 0.04% | +7,354,412+1,582.7% | Added |
| Capital Research Global Investors | 7,204,543 | $425.6M | 0.10% | +571,500+8.6% | Added |
| Franklin Resources Inc | 7,130,027 | $421.2M | 0.16% | +33,215+0.5% | Added |
| Pictet Asset Management Ltd | 5,703,413 | $337.0M | 0.37% | +147,632+2.7% | Added |
| Geode Capital Management, LLC | 5,253,021 | $309.5M | 0.04% | +139,322+2.7% | Added |
| Bank of New York Mellon Corp | 5,135,399 | $303.4M | 0.06% | −1,262,568−19.7% | Reduced |
| Capital World Investors | 4,392,249 | $259.5M | 0.04% | −2,842,160−39.3% | Reduced |
| Goldman Sachs Group Inc | 4,329,139 | $255.8M | 0.07% | +2,338,915+117.5% | Added |
| Legal & General Group Plc | 3,934,369 | $232.4M | 0.08% | −6,617−0.2% | Reduced |
| Invesco Ltd. | 3,771,869 | $222.8M | 0.05% | +148,901+4.1% | Added |
| Ameriprise Financial Inc | 3,493,557 | $206.4M | 0.06% | −702,228−16.7% | Reduced |
| Northern Trust Corp | 3,200,065 | $189.1M | 0.03% | −57,520−1.8% | Reduced |
| FIL Ltd | 2,863,755 | $169.2M | 0.18% | +68,185+2.4% | Added |
| Standard Life Aberdeen plc | 2,820,626 | $166.7M | 0.37% | −16,153−0.6% | Reduced |
| Massachusetts Financial Services Co | 2,753,442 | $162.7M | 0.05% | +9,887+0.4% | Added |
| Zimmer Partners, LP | 2,450,300 | $144.8M | 2.01% | +1,846,800+306.0% | Added |
| Wells Fargo & Company | 2,375,153 | $140.3M | 0.03% | +11,770+0.5% | Added |
| Bank of America Corp | 2,303,979 | $136.1M | 0.02% | −164,250−6.7% | Reduced |
| California Public Employees Retirement System | 2,202,177 | $130.1M | 0.10% | −10,514−0.5% | Reduced |
| Jennison Associates LLC | 2,043,576 | $120.7M | 0.08% | +6,947+0.3% | Added |
| Brookfield Asset Management Inc. | 1,982,272 | $117.1M | 0.55% | +213,600+12.1% | Added |
| Duff & Phelps Investment Management Co | 1,953,986 | $115.4M | 1.50% | +111,130+6.0% | Added |
| Eaton Vance Management | 1,904,666 | $112.5M | 0.15% | −65,523−3.3% | Reduced |
| Reaves W H & Co Inc | 1,889,207 | $111.6M | 3.63% | +16,392+0.9% | Added |
| Cohen & Steers, Inc. | 1,606,274 | $94.9M | 0.18% | +348,678+27.7% | Added |
| Nuveen Asset Management, LLC | 1,519,510 | $89.8M | 0.03% | −1,029,619−40.4% | Reduced |
| Renaissance Technologies LLC | 1,501,200 | $88.7M | 0.11% | +1,501,200 | New |
| Lord, Abbett & Co. LLC | 1,482,328 | $87.6M | 0.21% | −505,511−25.4% | Reduced |
| Norges Bank | 1,454,722 | $85.9M | 0.02% | −338,798−18.9% | Reduced |
| Parametric Portfolio Associates LLC | 1,448,864 | $85.6M | 0.05% | −38,902−2.6% | Reduced |
| Point72 Asset Management, L.P. | 1,403,908 | $82.9M | 0.41% | +1,242,800+771.4% | Added |
| Morgan Stanley | 1,376,040 | $81.3M | 0.01% | +1,011,975+278.0% | Added |
| Charles Schwab Investment Management Inc | 1,361,937 | $80.5M | 0.03% | +41,286+3.1% | Added |
| APG Asset Management N.V. | 1,506,602 | $75.1M | 0.13% | −2,514−0.2% | Reduced |
| First Trust Advisors LP | 1,247,651 | $73.7M | 0.08% | +57,915+4.9% | Added |
| UBS Asset Management Americas Inc | 1,221,129 | $72.1M | 0.03% | −122,870−9.1% | Reduced |
| ClearBridge Investments Ltd | 1,199,338 | $70.9M | 2.70% | −11,936−1.0% | Reduced |
| Swiss National Bank | 1,177,417 | $69.6M | 0.04% | −273,825−18.9% | Reduced |
| ExodusPoint Capital Management, LP | 1,169,934 | $69.1M | 1.08% | +418,963+55.8% | Added |
| Bank of Montreal | 1,153,491 | $68.0M | 0.04% | +68,902+6.4% | Added |
| TD Asset Management Inc | 1,088,098 | $67.2M | 0.07% | +40,540+3.9% | Added |
| D. E. Shaw & Co., Inc. | 1,137,386 | $67.2M | 0.08% | −393,962−25.7% | Reduced |
| Deutsche Bank AG | 965,719 | $57.1M | 0.03% | +89,870+10.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 962,957 | $56.9M | 0.03% | −50,669−5.0% | Reduced |
| Dimensional Fund Advisors LP | 930,865 | $55.0M | 0.02% | +7,071+0.8% | Added |
| Partners Group Holding AG | 885,440 | $52.3M | 3.21% | +69,348+8.5% | Added |
| Citadel Advisors LLC | 870,645 | $51.4M | 0.05% | −299,754−25.6% | Reduced |
| Macquarie Group Ltd | 862,829 | $51.0M | 0.04% | −34,117−3.8% | Reduced |
| STRS Ohio | 857,744 | $50.7M | 0.18% | +208,958+32.2% | Added |
| Amundi | 851,640 | $50.3M | 0.03% | +851,640 | New |
| Credit Suisse AG | 832,971 | $49.0M | 0.04% | −68,214−7.6% | Reduced |
| Victory Capital Management Inc | 813,208 | $48.0M | 0.05% | +47,036+6.1% | Added |
| Pendal Group Limited | 765,312 | $45.2M | 0.41% | +262,517+52.2% | Added |
| Energy Income Partners, LLC | 765,294 | $45.2M | 1.11% | −73,362−8.7% | Reduced |
| Royal Bank of Canada | 738,257 | $43.6M | 0.01% | −171,704−18.9% | Reduced |
| Barclays PLC | 689,860 | $40.8M | 0.03% | +308,281+80.8% | Added |
| Old Republic International Corporation | 675,000 | $39.9M | 0.77% | +675,000 | New |
| Ci Investments Inc. | 630,258 | $37.2M | 0.14% | −9,544−1.5% | Reduced |
| Millennium Management LLC | 625,226 | $36.9M | 0.05% | −2,019,869−76.4% | Reduced |
| Assenagon Asset Management S.A. | 606,984 | $35.9M | 0.15% | +432,279+247.4% | Added |
| Man Group plc | 597,029 | $35.3M | 0.12% | +597,029 | New |
| Citigroup Inc | 588,492 | $34.8M | 0.03% | +187,324+46.7% | Added |
| State of Tennessee, Treasury Department | 582,523 | $34.4M | 0.13% | +96,480+19.9% | Added |
| Principal Financial Group Inc | 579,367 | $34.2M | 0.02% | +23,510+4.2% | Added |
| Cbre Clarion Securities LLC | 570,023 | $33.7M | 0.63% | +112,607+24.6% | Added |
| Adage Capital Partners GP, L.L.C. | 564,261 | $33.3M | 0.07% | +245,400+77.0% | Added |
| Rhumbline Advisers | 494,620 | $29.2M | 0.04% | −12,480−2.5% | Reduced |
| California State Teachers Retirement System | 493,552 | $29.2M | 0.04% | −4,599−0.9% | Reduced |
| Bruce & Co., Inc. | 491,800 | $29.1M | 5.55% | −1,000−0.2% | Reduced |
| Truist Financial Corp | 478,584 | $28.3M | 0.05% | +23,957+5.3% | Added |
| National Pension Service | 456,152 | $26.9M | 0.05% | +110.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 440,774 | $26.0M | 0.04% | −2,409−0.5% | Reduced |
| Squarepoint Ops LLC | 439,527 | $26.0M | 0.19% | +318,124+262.0% | Added |
| Keybank National Association | 424,019 | $25.1M | 0.11% | −35,676−7.8% | Reduced |
| Nomura Holdings Inc | 413,044 | $24.4M | 0.20% | +413,044 | New |
| Voloridge Investment Management, LLC | 410,786 | $24.3M | 0.17% | −124,006−23.2% | Reduced |
| Martingale Asset Management L P | 405,090 | $23.9M | 0.27% | −164,808−28.9% | Reduced |
| State Board of Administration of Florida Retirement System | 401,577 | $23.7M | 0.04% | −16,900−4.0% | Reduced |
| Two Sigma Advisers, LP | 381,801 | $22.6M | 0.06% | −955,800−71.5% | Reduced |
| Raymond James & Associates | 379,285 | $22.4M | 0.02% | +5,893+1.6% | Added |
| Alliancebernstein L.P. | 377,007 | $22.3M | 0.01% | −2,043−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 374,029 | $22.1M | 0.25% | +216,305+137.1% | Added |
| Personal Capital Advisors Corp | 341,882 | $20.2M | 0.10% | +38,904+12.8% | Added |
| American Century Companies Inc | 335,651 | $19.8M | 0.01% | +26,766+8.7% | Added |
| New York State Teachers Retirement System | 330,870 | $19.5M | 0.04% | +21,233+6.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 330,683 | $19.5M | 0.75% | +9,619+3.0% | Added |
| CIBC Private Wealth Group, LLC | 330,157 | $19.5M | 0.04% | −55,581−14.4% | Reduced |
| FMR LLC | 317,573 | $18.8M | 0.00% | −18,525−5.5% | Reduced |
| Envestnet Asset Management Inc | 313,812 | $18.5M | 0.01% | +21,830+7.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 308,904 | $18.3M | 0.04% | −37,896−10.9% | Reduced |
| Asset Management One Co.,Ltd. | 302,836 | $17.9M | 0.07% | +11,273+3.9% | Added |
| AMP Capital Investors Ltd | 276,893 | $16.3M | 0.08% | −7,273−2.6% | Reduced |
| New York State Common Retirement Fund | 275,300 | $16.3M | 0.02% | −4,000−1.4% | Reduced |
| Russell Investments Group, Ltd. | 274,120 | $16.2M | 0.03% | −127,598−31.8% | Reduced |
| Manufacturers Life Insurance Company, The | 273,369 | $16.1M | 0.01% | −25,999−8.7% | Reduced |