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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 21,002 | $1.24M | 0.02% | +21,002 | New |
| Teachers Retirement System of the State of Kentucky | 21,412 | $1.26M | 0.01% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 22,049 | $1.30M | 0.41% | −61,018−73.5% | Reduced |
| Maryland State Retirement & Pension System | 21,844 | $1.31M | 0.04% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 22,374 | $1.32M | 0.16% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 23,135 | $1.37M | 0.52% | +10,768+87.1% | Added |
| Capital International Inc | 23,180 | $1.37M | 0.01% | −951−3.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 23,451 | $1.39M | 0.11% | −9,385−28.6% | Reduced |
| ING Groep NV | 23,774 | $1.41M | 0.02% | +4,643+24.3% | Added |
| Norinchukin Bank, The | 23,934 | $1.41M | 0.02% | −101−0.4% | Reduced |
| Virtus ETF Advisers LLC | 24,017 | $1.42M | 0.58% | +411+1.7% | Added |
| Oregon Public Employees Retirement Fund | 24,096 | $1.42M | 0.02% | +316+1.3% | Added |
| Winton Group Ltd | 24,714 | $1.46M | 0.08% | +15,391+165.1% | Added |
| Ossiam | 23,952 | $1.48M | 0.04% | −10,616−30.7% | Reduced |
| Oxler Private Wealth LLC | 25,345 | $1.50M | 0.65% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 25,464 | $1.50M | 0.28% | −236−0.9% | Reduced |
| Stoneridge Investment Partners LLC | 25,500 | $1.51M | 0.73% | +25,500 | New |
| Walleye Trading LLC | 26,340 | $1.56M | 0.04% | +22,163+530.6% | Added |
| Algert Global LLC | 26,722 | $1.58M | 0.53% | −4,851−15.4% | Reduced |
| Greenleaf Trust | 26,993 | $1.59M | 0.02% | +20,113+292.3% | Added |
| New England Asset Management Inc | 27,053 | $1.60M | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 28,200 | $1.67M | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 28,782 | $1.70M | 0.01% | −1,500−5.0% | Reduced |
| Cipher Capital LP | 30,189 | $1.78M | 0.98% | −105,117−77.7% | Reduced |
| Hartford Investment Management Co | 30,366 | $1.79M | 0.04% | −831−2.7% | Reduced |
| BLB&B Advisors, LLC | 30,559 | $1.80M | 0.13% | −3,938−11.4% | Reduced |
| Marshall Wace North America L.P. | 30,589 | $1.81M | 0.01% | +21,860+250.4% | Added |
| Cox Capital Mgt LLC | 30,746 | $1.82M | 1.22% | +1,421+4.8% | Added |
| KBC Group NV | 31,309 | $1.85M | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 31,850 | $1.88M | 0.60% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 32,027 | $1.89M | 0.00% | −2,287−6.7% | Reduced |
| Quantbot Technologies LP | 32,071 | $1.89M | 0.15% | +32,071 | New |
| The PNC Financial Services Group, Inc. | 32,364 | $1.91M | 0.00% | +319+1.0% | Added |
| Crossmark Global Holdings, Inc. | 33,095 | $1.96M | 0.05% | −5,570−14.4% | Reduced |
| MD Financial Management Inc. | 33,126 | $1.96M | 0.06% | +33,126 | New |
| Pacer Advisors, Inc. | 34,134 | $2.02M | 0.03% | +18,132+113.3% | Added |
| Kempen Capital Management N.V. | 34,994 | $2.07M | 0.07% | +14,817+73.4% | Added |
| Metropolitan Life Insurance Co | 35,191 | $2.08M | 0.03% | −430−1.2% | Reduced |
| People's United Financial, Inc. | 36,372 | $2.15M | 0.05% | −1,219−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 36,698 | $2.17M | 0.00% | −512−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 36,785 | $2.17M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 37,356 | $2.21M | 0.05% | +9,425+33.7% | Added |
| Nissay Asset Management Corp | 37,538 | $2.22M | 0.02% | +4,145+12.4% | Added |
| Mutual of America Capital Management LLC | 37,781 | $2.23M | 0.02% | +433+1.2% | Added |
| Capital International Sarl | 39,132 | $2.31M | 0.20% | +13,875+54.9% | Added |
| Private Advisor Group, LLC | 39,409 | $2.33M | 0.02% | +8,907+29.2% | Added |
| Paloma Partners Management Co | 39,500 | $2.33M | 0.06% | +39,500 | New |
| AE Wealth Management LLC | 39,998 | $2.36M | 0.02% | +15,781+65.2% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 40,040 | $2.37M | 0.26% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 40,231 | $2.38M | 0.46% | −12,520−23.7% | Reduced |
| USS Investment Management Ltd | 40,786 | $2.41M | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 41,349 | $2.44M | 0.30% | +41,349 | New |
| Swiss Life Asset Management Ltd | 18,494 | $2.47M | 0.03% | +11,869+179.2% | Added |
| Van Eck Associates Corp | 42,098 | $2.49M | 0.01% | +4,730+12.7% | Added |
| PGGM Investments | 43,415 | $2.56M | 0.01% | −26,661−38.0% | Reduced |
| Natixis | 43,722 | $2.58M | 0.01% | +43,722 | New |
| GWM Advisors LLC | 44,653 | $2.64M | 0.07% | −2,089−4.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 44,841 | $2.65M | 0.01% | +8,137+22.2% | Added |
| SG Americas Securities, LLC | 45,199 | $2.67M | 0.01% | −62,800−58.1% | Reduced |
| Mackay Shields LLC | 45,552 | $2.69M | 0.03% | −2,400−5.0% | Reduced |
| Seeyond | 45,576 | $2.69M | 0.25% | +204+0.4% | Added |
| Engineers Gate Manager LP | 46,421 | $2.74M | 0.18% | +34,621+293.4% | Added |
| IndexIQ Advisors LLC | 47,226 | $2.79M | 0.09% | −1,056−2.2% | Reduced |
| Captrust Financial Advisors | 47,257 | $2.79M | 0.03% | −3,159−6.3% | Reduced |
| Public Sector Pension Investment Board | 47,263 | $2.79M | 0.02% | +19,937+73.0% | Added |
| DnB Asset Management AS | 47,369 | $2.80M | 0.02% | −80.0% | Reduced |
| Texas Permanent School Fund | 48,088 | $2.84M | 0.03% | −161−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 48,379 | $2.86M | 0.01% | +1,293+2.7% | Added |
| Vestcor Inc | 48,750 | $2.88M | 0.10% | −47,794−49.5% | Reduced |
| Logan Capital Management Inc | 49,736 | $2.94M | 0.14% | +16,619+50.2% | Added |
| Wealthfront Advisers LLC | 50,664 | $2.99M | 0.01% | +17,190+51.4% | Added |
| Corbyn Investment Management Inc | 51,261 | $3.03M | 1.12% | +19,138+59.6% | Added |
| Walleye Capital LLC | 52,965 | $3.13M | 0.12% | +237+0.4% | Added |
| Robeco Institutional Asset Management B.V. | 53,238 | $3.15M | 0.01% | +31,270+142.3% | Added |
| British Columbia Investment Management Corp | 53,325 | $3.15M | 0.02% | +6,366+13.6% | Added |
| HighTower Advisors, LLC | 54,073 | $3.19M | 0.01% | +8,239+18.0% | Added |
| Utah Retirement Systems | 54,908 | $3.24M | 0.04% | +200+0.4% | Added |
| Banque Cantonale Vaudoise | 55,154 | $3.26M | 0.15% | −15,053−21.4% | Reduced |
| Securian Asset Management, Inc | 59,038 | $3.49M | 0.07% | +6,500+12.4% | Added |
| Gulf International Bank (UK) Ltd | 59,537 | $3.52M | 0.04% | −342−0.6% | Reduced |
| Janney Montgomery Scott LLC | 60,113 | $3.55M | 0.02% | −4,161−6.5% | Reduced |
| Tudor Investment Corp Et Al | 60,166 | $3.56M | 0.07% | +18,623+44.8% | Added |
| Bank of Nova Scotia | 60,705 | $3.59M | 0.01% | +6,818+12.7% | Added |
| Alberta Investment Management Corp | 61,100 | $3.61M | 0.03% | +18,800+44.4% | Added |
| Natixis Advisors, L.P. | 61,140 | $3.61M | 0.02% | +1,635+2.7% | Added |
| Amica Mutual Insurance Co | 62,250 | $3.68M | 0.39% | 00.0% | Unchanged |
| Sigma Planning Corp | 65,335 | $3.86M | 0.12% | +900+1.4% | Added |
| LPL Financial LLC | 65,629 | $3.88M | 0.00% | +5,888+9.9% | Added |
| MetLife Investment Management | 67,109 | $3.96M | 0.03% | −1,745−2.5% | Reduced |
| Miller Howard Investments Inc | 67,140 | $3.97M | 0.16% | +1,908+2.9% | Added |
| ProShare Advisors LLC | 68,026 | $4.02M | 0.01% | +29,061+74.6% | Added |
| State of Michigan Retirement System | 72,785 | $4.30M | 0.03% | +300+0.4% | Added |
| Acadian Asset Management LLC | 73,024 | $4.32M | 0.02% | +71,473+4,608.2% | Added |
| Nomura Asset Management Co Ltd | 74,711 | $4.41M | 0.03% | −1,894−2.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 76,480 | $4.52M | 0.06% | +17,688+30.1% | Added |
| Capital Bank & Trust Co | 76,685 | $4.53M | 0.05% | +1,905+2.5% | Added |
| Mattern Capital Management, LLC | 78,196 | $4.62M | 0.91% | +5,701+7.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 78,747 | $4.65M | 0.02% | +52,362+198.5% | Added |
| Amalgamated Bank | 81,109 | $4.79M | 0.04% | +65,478+418.9% | Added |
| Arizona State Retirement System | 81,669 | $4.83M | 0.04% | −888−1.1% | Reduced |