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 | $20.5B |
| 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, 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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 7,603 | $449.0K | 0.01% | −1,838−19.5% | Reduced |
| Alphasimplex Group, LLC | 7,646 | $452.0K | 0.23% | 00.0% | Unchanged |
| BP PLC | 7,675 | $453.0K | 0.02% | −186,202−96.0% | Reduced |
| Boit C F David | 7,800 | $461.0K | 0.35% | +7,800 | New |
| Donaldson Capital Management, LLC | 7,846 | $464.0K | 0.02% | −924−10.5% | Reduced |
| Stephens Inc | 7,892 | $466.0K | 0.01% | +1,642+26.3% | Added |
| IBM Retirement Fund | 8,157 | $482.0K | 0.04% | −1,497−15.5% | Reduced |
| CIBC World Markets Inc. | 8,176 | $483.0K | 0.00% | −5,443−40.0% | Reduced |
| World Asset Management Inc | 8,303 | $491.0K | 0.04% | −105−1.2% | Reduced |
| Raymond James Trust N.A. | 8,326 | $492.0K | 0.02% | −415−4.7% | Reduced |
| Altshuler Shaham Ltd | 8,337 | $493.0K | 0.00% | +8,337 | New |
| Los Angeles Capital Management LLC | 8,450 | $499.0K | 0.00% | +320+3.9% | Added |
| Mirabella Financial Services LLP | 8,540 | $505.0K | 0.10% | −2,477−22.5% | Reduced |
| National Asset Management, Inc. | 8,606 | $509.0K | 0.02% | +8,606 | New |
| Acorn Wealth Advisors, LLC | 8,693 | $514.0K | 0.36% | −132−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 8,756 | $517.0K | 0.02% | +741+9.2% | Added |
| Federated Hermes, Inc. | 8,918 | $527.0K | 0.00% | +8,888+29,626.7% | Added |
| Cigna Investments Inc | 8,954 | $529.0K | 0.04% | −1,350−13.1% | Reduced |
| Regentatlantic Capital LLC | 8,966 | $530.0K | 0.02% | +3,629+68.0% | Added |
| Northwestern Mutual Wealth Management Co | 9,144 | $540.0K | 0.00% | +1,943+27.0% | Added |
| Brasada Capital Management, LP | 9,170 | $542.0K | 0.11% | −3,215−26.0% | Reduced |
| Fort Washington Investment Advisors Inc | 9,600 | $567.0K | 0.01% | +1,700+21.5% | Added |
| Prospera Financial Services Inc | 9,635 | $569.0K | 0.03% | −250−2.5% | Reduced |
| Fiduciary Trust Co | 9,657 | $571.0K | 0.01% | +232+2.5% | Added |
| Amica Retiree Medical Trust | 9,809 | $580.0K | 0.37% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 9,826 | $581.0K | 0.01% | +5,467+125.4% | Added |
| Vident Investment Advisory, LLC | 9,868 | $583.0K | 0.02% | +610+6.6% | Added |
| Lazard Asset Management LLC | 10,101 | $596.0K | 0.00% | +9,975+7,916.7% | Added |
| AGF Investments LLC | 10,155 | $600.0K | 0.06% | +10,155 | New |
| Gotham Asset Management, LLC | 10,341 | $611.0K | 0.03% | +10,341 | New |
| Thomas White International Ltd | 10,463 | $618.0K | 0.08% | 00.0% | Unchanged |
| Colony Group LLC | 10,495 | $620.0K | 0.01% | +1,098+11.7% | Added |
| Aurora Investment Counsel | 10,552 | $623.0K | 0.44% | −56−0.5% | Reduced |
| Pitcairn Co | 10,600 | $626.0K | 0.04% | −404−3.7% | Reduced |
| Simplex Trading, LLC | 11,343 | $670.0K | 0.02% | +4,138+57.4% | Added |
| Allianz Asset Management GmbH | 11,394 | $673.0K | 0.00% | +1,856+19.5% | Added |
| Quadrature Capital Ltd | 12,184 | $720.0K | 0.03% | +4,223+53.0% | Added |
| Foster & Motley Inc | 12,220 | $722.0K | 0.06% | +456+3.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,323 | $728.0K | 0.19% | +12,323 | New |
| Profund Advisors LLC | 12,489 | $738.0K | 0.02% | −608−4.6% | Reduced |
| Everence Capital Management Inc | 12,530 | $740.0K | 0.06% | +6,310+101.4% | Added |
| Thrivent Financial for Lutherans | 12,669 | $748.0K | 0.00% | +89+0.7% | Added |
| Nordea Investment Management AB | 12,734 | $752.0K | 0.00% | −852−6.3% | Reduced |
| First Republic Investment Management, Inc. | 12,955 | $765.0K | 0.00% | +4,706+57.0% | Added |
| Advisor Partners LLC | 13,070 | $772.0K | 0.05% | −604−4.4% | Reduced |
| E. Ohman J:or Asset Management AB | 13,100 | $773.9K | 0.02% | −2,200−14.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,145 | $777.0K | 0.01% | +46+0.4% | Added |
| Verition Fund Management LLC | 13,252 | $783.0K | 0.01% | +3,775+39.8% | Added |
| American National Registered Investment Advisor, Inc. | 13,333 | $788.0K | 0.28% | −737−5.2% | Reduced |
| Banco Santander, S.A. | 13,393 | $791.0K | 0.00% | +13,393 | New |
| Creative Planning | 13,705 | $810.0K | 0.00% | −869−6.0% | Reduced |
| Bahl & Gaynor Inc | 13,721 | $811.0K | 0.00% | +977+7.7% | Added |
| Quantitative Investment Management, LLC | 13,825 | $816.0K | 0.07% | +9,952+257.0% | Added |
| Teza Capital Management LLC | 13,912 | $822.0K | 0.13% | +757+5.8% | Added |
| Plante Moran Financial Advisors, LLC | 14,321 | $846.0K | 0.21% | −10,277−41.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,328 | $846.0K | 0.04% | +1,630+12.8% | Added |
| NFJ Investment Group, LLC | 14,351 | $848.0K | 0.02% | +14,319+44,746.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,500 | $857.0K | 0.01% | +6,050+71.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,520 | $858.0K | 0.00% | +2,922+25.2% | Added |
| Mercer Global Advisors Inc | 14,583 | $862.0K | 0.01% | +3,210+28.2% | Added |
| Forsta Ap-Fonden | 14,700 | $868.0K | 0.01% | −51,200−77.7% | Reduced |
| Mackenzie Financial Corp | 14,816 | $875.0K | 0.00% | −171−1.1% | Reduced |
| Huntington National Bank | 14,821 | $875.0K | 0.01% | +7,746+109.5% | Added |
| Harbour Investments, Inc. | 14,859 | $878.0K | 0.03% | +184+1.3% | Added |
| Avantax Advisory Services, Inc. | 15,008 | $887.0K | 0.02% | +36+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 15,110 | $893.0K | 0.38% | +15,110 | New |
| Horizon Kinetics Asset Management LLC | 15,175 | $897.0K | 0.02% | −800−5.0% | Reduced |
| QS Investors, LLC | 15,257 | $902.0K | 0.01% | +1,296+9.3% | Added |
| Homrich & Berg | 15,326 | $905.0K | 0.02% | +534+3.6% | Added |
| Pettee Investors, Inc. | 15,368 | $908.0K | 0.43% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 15,512 | $916.0K | 0.04% | +350+2.3% | Added |
| Daiwa Securities Group Inc. | 15,537 | $918.0K | 0.01% | −47,699−75.4% | Reduced |
| Brinker Capital Investments, LLC | 15,828 | $935.0K | 0.01% | +2,972+23.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,984 | $944.0K | 0.00% | +1,994+14.3% | Added |
| AXA S.A. | 16,100 | $951.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 16,136 | $953.0K | 0.02% | +3,703+29.8% | Added |
| Glenmede Trust Co NA | 16,282 | $961.0K | 0.00% | −999−5.8% | Reduced |
| Kesler, Norman & Wride, LLC | 15,599 | $964.0K | 0.22% | +38+0.2% | Added |
| Aigen Investment Management, LP | 16,331 | $965.0K | 0.17% | −9,622−37.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,335 | $965.0K | 0.02% | −8,179−33.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,716 | $988.0K | 0.00% | +3,525+26.7% | Added |
| Kentucky Retirement Systems | 16,856 | $996.0K | 0.05% | −418−2.4% | Reduced |
| Chesley Taft & Associates LLC | 17,075 | $1.01M | 0.06% | +400+2.4% | Added |
| PFS Investments Inc. | 16,996 | $1.02M | 0.02% | +1,265+8.0% | Added |
| Community Capital Management, Inc. | 17,500 | $1.03M | 1.05% | +17,500 | New |
| Louisiana State Employees Retirement System | 18,000 | $1.06M | 0.03% | +100+0.6% | Added |
| Advisors Asset Management, Inc. | 18,017 | $1.06M | 0.02% | −6,069−25.2% | Reduced |
| Quantitative Systematic Strategies LLC | 18,400 | $1.09M | 0.38% | −23,899−56.5% | Reduced |
| Waratah Capital Advisors Ltd. | 18,629 | $1.10M | 0.06% | +8,390+81.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,893 | $1.12M | 0.06% | +634+3.5% | Added |
| Sumitomo Life Insurance Co | 19,106 | $1.13M | 0.04% | −2,995−13.6% | Reduced |
| Hantz Financial Services, Inc. | 19,212 | $1.14M | 0.04% | −20,132−51.2% | Reduced |
| New Mexico Educational Retirement Board | 19,310 | $1.14M | 0.04% | +1,300+7.2% | Added |
| Cornercap Investment Counsel Inc | 19,343 | $1.14M | 0.13% | +559+3.0% | Added |
| Neuberger Berman Group LLC | 20,407 | $1.15M | 0.00% | −91,883−81.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,596 | $1.16M | 0.03% | −39,459−66.8% | Reduced |
| Tiaa, FSB | 19,701 | $1.16M | 0.00% | +19,701 | New |
| Elo Mutual Pension Insurance Co | 20,114 | $1.19M | 0.04% | −543−2.6% | Reduced |
| Westpac Banking Corp | 20,592 | $1.22M | 0.01% | 00.0% | Unchanged |
| Laurion Capital Management LP | 20,700 | $1.22M | 0.02% | +20,700 | New |