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 |
|---|---|---|---|---|---|
| Opus Investment Management Inc | 84,000 | $4.96M | 0.75% | +16,200+23.9% | Added |
| Fifth Third Bancorp | 84,609 | $5.00M | 0.02% | −4,505−5.1% | Reduced |
| Susquehanna International Group, LLP | 88,491 | $5.23M | 0.01% | +14,562+19.7% | Added |
| Nicholas Company, Inc. | 89,860 | $5.31M | 0.09% | 00.0% | Unchanged |
| Aviva PLC | 92,503 | $5.46M | 0.02% | −3,974−4.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 92,925 | $5.49M | 0.10% | +92,925 | New |
| 44 Wealth Management LLC | 94,313 | $5.57M | 2.14% | +94,313 | New |
| Andra AP-fonden | 96,300 | $5.69M | 0.12% | +39,700+70.1% | Added |
| Worldquant Millennium Advisors LLC | 98,750 | $5.83M | 0.13% | +49,868+102.0% | Added |
| Treasurer of the State of North Carolina | 104,882 | $6.20M | 0.04% | −4,320−4.0% | Reduced |
| Stifel Financial Corp | 105,211 | $6.21M | 0.01% | +918+0.9% | Added |
| Cinctive Capital Management LP | 105,714 | $6.25M | 0.34% | +105,714 | New |
| Retirement Systems of Alabama | 105,885 | $6.26M | 0.02% | −1,888−1.8% | Reduced |
| American National Insurance Co | 106,700 | $6.30M | 0.24% | −175−0.2% | Reduced |
| Royal London Asset Management Ltd | 107,312 | $6.34M | 0.03% | +107,312 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 108,091 | $6.39M | 0.04% | +1,600+1.5% | Added |
| MUFG Americas Holdings Corp | 112,157 | $6.63M | 0.12% | +3,813+3.5% | Added |
| Moody National Bank Trust Division | 112,933 | $6.67M | 0.14% | −837−0.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,080 | $6.68M | 0.04% | +17,815+18.7% | Added |
| American International Group, Inc. | 115,317 | $6.81M | 0.03% | −1,982−1.7% | Reduced |
| Voya Investment Management LLC | 116,114 | $6.86M | 0.01% | −1,449−1.2% | Reduced |
| Shell Asset Management Co | 116,278 | $6.87M | 0.13% | −13,950−10.7% | Reduced |
| Schroder Investment Management Group | 116,485 | $6.88M | 0.01% | +101,230+663.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 116,670 | $6.89M | 0.07% | −5,407−4.4% | Reduced |
| Coann Capital LLC | 117,385 | $6.93M | 5.33% | −51,222−30.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 120,302 | $7.11M | 0.08% | +22,145+22.6% | Added |
| DekaBank Deutsche Girozentrale | 123,924 | $7.26M | 0.02% | −30,768−19.9% | Reduced |
| HITE Hedge Asset Management LLC | 125,000 | $7.38M | 1.04% | +75,000+150.0% | Added |
| SEI Investments Co | 125,132 | $7.39M | 0.02% | +47,443+61.1% | Added |
| Telemus Capital, LLC | 129,397 | $7.64M | 0.55% | 00.0% | Unchanged |
| Comerica Bank | 121,285 | $7.76M | 0.05% | −22,405−15.6% | Reduced |
| State of Alaska, Department of Revenue | 133,747 | $7.90M | 0.08% | −13,447−9.1% | Reduced |
| Teacher Retirement System of Texas | 135,082 | $7.98M | 0.04% | +62,575+86.3% | Added |
| Calamos Advisors LLC | 139,427 | $8.24M | 0.04% | +31,714+29.4% | Added |
| Chartwell Investment Partners, LLC | 143,074 | $8.45M | 0.25% | −11,770−7.6% | Reduced |
| State of New Jersey Common Pension Fund D | 144,909 | $8.56M | 0.03% | −8,564−5.6% | Reduced |
| LNZ Capital LP | 145,000 | $8.57M | 6.21% | +145,000 | New |
| Balyasny Asset Management LLC | 145,398 | $8.59M | 0.05% | +114,717+373.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 145,643 | $8.61M | 0.02% | +145,643 | New |
| Ensign Peak Advisors, Inc | 146,570 | $8.66M | 0.02% | +40,145+37.7% | Added |
| Panagora Asset Management Inc | 150,737 | $8.91M | 0.05% | −800,587−84.2% | Reduced |
| CIBC Asset Management Inc | 151,100 | $8.93M | 0.04% | −20,036−11.7% | Reduced |
| RWC Asset Management LLP | 157,817 | $9.32M | 0.27% | +77,940+97.6% | Added |
| M&T Bank Corp | 160,839 | $9.50M | 0.04% | +7,107+4.6% | Added |
| CIBC World Markets Corp | 162,098 | $9.58M | 0.07% | +134,552+488.5% | Added |
| Public Employees Retirement System of Ohio | 166,316 | $9.83M | 0.03% | +14,531+9.6% | Added |
| Westwood Holdings Group Inc. | 166,689 | $9.85M | 0.10% | +22,956+16.0% | Added |
| Toronto Dominion Bank | 167,714 | $9.91M | 0.02% | +38,260+29.6% | Added |
| Mn Services Vermogensbeheer B.V. | 211,869 | $10.6M | 0.08% | +211,869 | New |
| Great West Life Assurance Co | 185,271 | $10.9M | 0.02% | +447+0.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 188,136 | $11.1M | 0.04% | −8,087−4.1% | Reduced |
| US Bancorp | 189,221 | $11.2M | 0.02% | −3,267−1.7% | Reduced |
| Epoch Investment Partners, Inc. | 189,763 | $11.2M | 0.06% | +2,809+1.5% | Added |
| Gradient Investments LLC | 191,209 | $11.3M | 0.33% | +15,759+9.0% | Added |
| AQR Capital Management LLC | 192,581 | $11.4M | 0.02% | +86,545+81.6% | Added |
| UBS Group AG | 193,740 | $11.4M | 0.00% | −78,315−28.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 194,105 | $11.5M | 0.13% | +52,281+36.9% | Added |
| Prudential PLC | 195,197 | $11.5M | 0.11% | −517,575−72.6% | Reduced |
| Gabelli Funds LLC | 202,150 | $11.9M | 0.08% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 210,082 | $12.4M | 0.17% | +3,500+1.7% | Added |
| Janus Henderson Group PLC | 210,579 | $12.4M | 0.01% | −174,359−45.3% | Reduced |
| Employees Retirement System of Texas | 223,286 | $13.2M | 0.16% | +25,000+12.6% | Added |
| Nisa Investment Advisors, LLC | 224,298 | $13.3M | 0.08% | −74,300−24.9% | Reduced |
| Magellan Asset Management Ltd | 227,431 | $13.4M | 0.03% | −8,762−3.7% | Reduced |
| HSBC Holdings PLC | 229,920 | $13.5M | 0.02% | −29,966−11.5% | Reduced |
| Hennessy Advisors Inc | 234,398 | $13.8M | 0.77% | −10,700−4.4% | Reduced |
| Guggenheim Capital LLC | 234,754 | $13.9M | 0.08% | +2,749+1.2% | Added |
| Adams Diversified Equity Fund, Inc. | 236,700 | $14.0M | 0.55% | +55,900+30.9% | Added |
| Canada Pension Plan Investment Board | 242,168 | $14.3M | 0.02% | +9,591+4.1% | Added |
| Korea Investment CORP | 242,600 | $14.3M | 0.04% | +180,500+290.7% | Added |
| Prudential Financial Inc | 247,546 | $14.6M | 0.02% | −10,744−4.2% | Reduced |
| BNP Paribas Arbitrage, SA | 252,049 | $14.9M | 0.03% | +26,748+11.9% | Added |
| Two Sigma Investments, LP | 257,911 | $15.2M | 0.04% | −100,183−28.0% | Reduced |
| State of Wisconsin Investment Board | 268,611 | $15.9M | 0.03% | +35,025+15.0% | Added |
| Cidel Asset Management Inc | 268,896 | $15.9M | 0.64% | +268,896 | New |
| Manufacturers Life Insurance Company, The | 273,369 | $16.1M | 0.01% | −25,999−8.7% | Reduced |
| Russell Investments Group, Ltd. | 274,120 | $16.2M | 0.03% | −127,598−31.8% | Reduced |
| New York State Common Retirement Fund | 275,300 | $16.3M | 0.02% | −4,000−1.4% | Reduced |
| AMP Capital Investors Ltd | 276,893 | $16.3M | 0.08% | −7,273−2.6% | Reduced |
| Asset Management One Co.,Ltd. | 302,836 | $17.9M | 0.07% | +11,273+3.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 308,904 | $18.3M | 0.04% | −37,896−10.9% | Reduced |
| Envestnet Asset Management Inc | 313,812 | $18.5M | 0.01% | +21,830+7.5% | Added |
| FMR LLC | 317,573 | $18.8M | 0.00% | −18,525−5.5% | Reduced |
| CIBC Private Wealth Group, LLC | 330,157 | $19.5M | 0.04% | −55,581−14.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 330,683 | $19.5M | 0.75% | +9,619+3.0% | Added |
| New York State Teachers Retirement System | 330,870 | $19.5M | 0.04% | +21,233+6.9% | Added |
| American Century Companies Inc | 335,651 | $19.8M | 0.01% | +26,766+8.7% | Added |
| Personal Capital Advisors Corp | 341,882 | $20.2M | 0.10% | +38,904+12.8% | Added |
| Cubist Systematic Strategies, LLC | 374,029 | $22.1M | 0.25% | +216,305+137.1% | Added |
| Alliancebernstein L.P. | 377,007 | $22.3M | 0.01% | −2,043−0.5% | Reduced |
| Raymond James & Associates | 379,285 | $22.4M | 0.02% | +5,893+1.6% | Added |
| Two Sigma Advisers, LP | 381,801 | $22.6M | 0.06% | −955,800−71.5% | Reduced |
| State Board of Administration of Florida Retirement System | 401,577 | $23.7M | 0.04% | −16,900−4.0% | Reduced |
| Martingale Asset Management L P | 405,090 | $23.9M | 0.27% | −164,808−28.9% | Reduced |
| Voloridge Investment Management, LLC | 410,786 | $24.3M | 0.17% | −124,006−23.2% | Reduced |
| Nomura Holdings Inc | 413,044 | $24.4M | 0.20% | +413,044 | New |
| Keybank National Association | 424,019 | $25.1M | 0.11% | −35,676−7.8% | Reduced |
| Squarepoint Ops LLC | 439,527 | $26.0M | 0.19% | +318,124+262.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 440,774 | $26.0M | 0.04% | −2,409−0.5% | Reduced |
| National Pension Service | 456,152 | $26.9M | 0.05% | +110.0% | Added |