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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 478,584 | $28.3M | 0.05% | +23,957+5.3% | Added |
| Bruce & Co., Inc. | 491,800 | $29.1M | 5.55% | −1,000−0.2% | Reduced |
| California State Teachers Retirement System | 493,552 | $29.2M | 0.04% | −4,599−0.9% | Reduced |
| Rhumbline Advisers | 494,620 | $29.2M | 0.04% | −12,480−2.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 564,261 | $33.3M | 0.07% | +245,400+77.0% | Added |
| Cbre Clarion Securities LLC | 570,023 | $33.7M | 0.63% | +112,607+24.6% | Added |
| Principal Financial Group Inc | 579,367 | $34.2M | 0.02% | +23,510+4.2% | Added |
| State of Tennessee, Treasury Department | 582,523 | $34.4M | 0.13% | +96,480+19.9% | Added |
| Citigroup Inc | 588,492 | $34.8M | 0.03% | +187,324+46.7% | Added |
| Man Group plc | 597,029 | $35.3M | 0.12% | +597,029 | New |
| Assenagon Asset Management S.A. | 606,984 | $35.9M | 0.15% | +432,279+247.4% | Added |
| Millennium Management LLC | 625,226 | $36.9M | 0.05% | −2,019,869−76.4% | Reduced |
| Ci Investments Inc. | 630,258 | $37.2M | 0.14% | −9,544−1.5% | Reduced |
| Old Republic International Corporation | 675,000 | $39.9M | 0.77% | +675,000 | New |
| Barclays PLC | 689,860 | $40.8M | 0.03% | +308,281+80.8% | Added |
| Royal Bank of Canada | 738,257 | $43.6M | 0.01% | −171,704−18.9% | Reduced |
| Energy Income Partners, LLC | 765,294 | $45.2M | 1.11% | −73,362−8.7% | Reduced |
| Pendal Group Limited | 765,312 | $45.2M | 0.41% | +262,517+52.2% | Added |
| Victory Capital Management Inc | 813,208 | $48.0M | 0.05% | +47,036+6.1% | Added |
| Credit Suisse AG | 832,971 | $49.0M | 0.04% | −68,214−7.6% | Reduced |
| Amundi | 851,640 | $50.3M | 0.03% | +851,640 | New |
| STRS Ohio | 857,744 | $50.7M | 0.18% | +208,958+32.2% | Added |
| Macquarie Group Ltd | 862,829 | $51.0M | 0.04% | −34,117−3.8% | Reduced |
| Citadel Advisors LLC | 870,645 | $51.4M | 0.05% | −299,754−25.6% | Reduced |
| Partners Group Holding AG | 885,440 | $52.3M | 3.21% | +69,348+8.5% | Added |
| Dimensional Fund Advisors LP | 930,865 | $55.0M | 0.02% | +7,071+0.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 962,957 | $56.9M | 0.03% | −50,669−5.0% | Reduced |
| Deutsche Bank AG | 965,719 | $57.1M | 0.03% | +89,870+10.3% | Added |
| D. E. Shaw & Co., Inc. | 1,137,386 | $67.2M | 0.08% | −393,962−25.7% | Reduced |
| TD Asset Management Inc | 1,088,098 | $67.2M | 0.07% | +40,540+3.9% | Added |
| Bank of Montreal | 1,153,491 | $68.0M | 0.04% | +68,902+6.4% | Added |
| ExodusPoint Capital Management, LP | 1,169,934 | $69.1M | 1.08% | +418,963+55.8% | Added |
| Swiss National Bank | 1,177,417 | $69.6M | 0.04% | −273,825−18.9% | Reduced |
| ClearBridge Investments Ltd | 1,199,338 | $70.9M | 2.70% | −11,936−1.0% | Reduced |
| UBS Asset Management Americas Inc | 1,221,129 | $72.1M | 0.03% | −122,870−9.1% | Reduced |
| First Trust Advisors LP | 1,247,651 | $73.7M | 0.08% | +57,915+4.9% | Added |
| APG Asset Management N.V. | 1,506,602 | $75.1M | 0.13% | −2,514−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,361,937 | $80.5M | 0.03% | +41,286+3.1% | Added |
| Morgan Stanley | 1,376,040 | $81.3M | 0.01% | +1,011,975+278.0% | Added |
| Point72 Asset Management, L.P. | 1,403,908 | $82.9M | 0.41% | +1,242,800+771.4% | Added |
| Parametric Portfolio Associates LLC | 1,448,864 | $85.6M | 0.05% | −38,902−2.6% | Reduced |
| Norges Bank | 1,454,722 | $85.9M | 0.02% | −338,798−18.9% | Reduced |
| Lord, Abbett & Co. LLC | 1,482,328 | $87.6M | 0.21% | −505,511−25.4% | Reduced |
| Renaissance Technologies LLC | 1,501,200 | $88.7M | 0.11% | +1,501,200 | New |
| Nuveen Asset Management, LLC | 1,519,510 | $89.8M | 0.03% | −1,029,619−40.4% | Reduced |
| Cohen & Steers, Inc. | 1,606,274 | $94.9M | 0.18% | +348,678+27.7% | Added |
| Reaves W H & Co Inc | 1,889,207 | $111.6M | 3.63% | +16,392+0.9% | Added |
| Eaton Vance Management | 1,904,666 | $112.5M | 0.15% | −65,523−3.3% | Reduced |
| Duff & Phelps Investment Management Co | 1,953,986 | $115.4M | 1.50% | +111,130+6.0% | Added |
| Brookfield Asset Management Inc. | 1,982,272 | $117.1M | 0.55% | +213,600+12.1% | Added |
| Jennison Associates LLC | 2,043,576 | $120.7M | 0.08% | +6,947+0.3% | Added |
| California Public Employees Retirement System | 2,202,177 | $130.1M | 0.10% | −10,514−0.5% | Reduced |
| Bank of America Corp | 2,303,979 | $136.1M | 0.02% | −164,250−6.7% | Reduced |
| Wells Fargo & Company | 2,375,153 | $140.3M | 0.03% | +11,770+0.5% | Added |
| Zimmer Partners, LP | 2,450,300 | $144.8M | 2.01% | +1,846,800+306.0% | Added |
| Massachusetts Financial Services Co | 2,753,442 | $162.7M | 0.05% | +9,887+0.4% | Added |
| Standard Life Aberdeen plc | 2,820,626 | $166.7M | 0.37% | −16,153−0.6% | Reduced |
| FIL Ltd | 2,863,755 | $169.2M | 0.18% | +68,185+2.4% | Added |
| Northern Trust Corp | 3,200,065 | $189.1M | 0.03% | −57,520−1.8% | Reduced |
| Ameriprise Financial Inc | 3,493,557 | $206.4M | 0.06% | −702,228−16.7% | Reduced |
| Invesco Ltd. | 3,771,869 | $222.8M | 0.05% | +148,901+4.1% | Added |
| Legal & General Group Plc | 3,934,369 | $232.4M | 0.08% | −6,617−0.2% | Reduced |
| Goldman Sachs Group Inc | 4,329,139 | $255.8M | 0.07% | +2,338,915+117.5% | Added |
| Capital World Investors | 4,392,249 | $259.5M | 0.04% | −2,842,160−39.3% | Reduced |
| Bank of New York Mellon Corp | 5,135,399 | $303.4M | 0.06% | −1,262,568−19.7% | Reduced |
| Geode Capital Management, LLC | 5,253,021 | $309.5M | 0.04% | +139,322+2.7% | Added |
| Pictet Asset Management Ltd | 5,703,413 | $337.0M | 0.37% | +147,632+2.7% | Added |
| Franklin Resources Inc | 7,130,027 | $421.2M | 0.16% | +33,215+0.5% | Added |
| Capital Research Global Investors | 7,204,543 | $425.6M | 0.10% | +571,500+8.6% | Added |
| Price T Rowe Associates Inc | 7,819,100 | $462.0M | 0.04% | +7,354,412+1,582.7% | Added |
| Capital International Investors | 10,500,440 | $620.3M | 0.14% | +3,272,517+45.3% | Added |
| State Street Corp | 14,263,530 | $842.7M | 0.04% | −57,798−0.4% | Reduced |
| JPMorgan Chase & Co | 17,470,710 | $1.03B | 0.13% | −3,954,096−18.5% | Reduced |
| BlackRock Inc. | 25,472,987 | $1.50B | 0.04% | +254,405+1.0% | Added |
| Vanguard Group Inc | 35,849,652 | $2.12B | 0.05% | +772,973+2.2% | Added |
| GQG Partners LLC | 0 | $0 | 0.00% | −6,091,040−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −1,076,350−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −404,566−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −106,587−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −77,600−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −53,266−100.0% | Sold out |
| Hexavest Inc. | 0 | $0 | 0.00% | −52,895−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −35,007−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −33,057−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −13,617−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,530−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −10,133−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,790−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −9,232−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,817−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,299−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −5,022−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −4,146−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −3,581−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |