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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 268,896 | $15.9M | 0.64% | +268,896 | New |
| State of Wisconsin Investment Board | 268,611 | $15.9M | 0.03% | +35,025+15.0% | Added |
| Two Sigma Investments, LP | 257,911 | $15.2M | 0.04% | −100,183−28.0% | Reduced |
| BNP Paribas Arbitrage, SA | 252,049 | $14.9M | 0.03% | +26,748+11.9% | Added |
| Prudential Financial Inc | 247,546 | $14.6M | 0.02% | −10,744−4.2% | Reduced |
| Korea Investment CORP | 242,600 | $14.3M | 0.04% | +180,500+290.7% | Added |
| Canada Pension Plan Investment Board | 242,168 | $14.3M | 0.02% | +9,591+4.1% | Added |
| Adams Diversified Equity Fund, Inc. | 236,700 | $14.0M | 0.55% | +55,900+30.9% | Added |
| Guggenheim Capital LLC | 234,754 | $13.9M | 0.08% | +2,749+1.2% | Added |
| Hennessy Advisors Inc | 234,398 | $13.8M | 0.77% | −10,700−4.4% | Reduced |
| HSBC Holdings PLC | 229,920 | $13.5M | 0.02% | −29,966−11.5% | Reduced |
| Magellan Asset Management Ltd | 227,431 | $13.4M | 0.03% | −8,762−3.7% | Reduced |
| Nisa Investment Advisors, LLC | 224,298 | $13.3M | 0.08% | −74,300−24.9% | Reduced |
| Employees Retirement System of Texas | 223,286 | $13.2M | 0.16% | +25,000+12.6% | Added |
| Janus Henderson Group PLC | 210,579 | $12.4M | 0.01% | −174,359−45.3% | Reduced |
| Comgest Global Investors S.A.S. | 210,082 | $12.4M | 0.17% | +3,500+1.7% | Added |
| Gabelli Funds LLC | 202,150 | $11.9M | 0.08% | 00.0% | Unchanged |
| Prudential PLC | 195,197 | $11.5M | 0.11% | −517,575−72.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 194,105 | $11.5M | 0.13% | +52,281+36.9% | Added |
| UBS Group AG | 193,740 | $11.4M | 0.00% | −78,315−28.8% | Reduced |
| AQR Capital Management LLC | 192,581 | $11.4M | 0.02% | +86,545+81.6% | Added |
| Gradient Investments LLC | 191,209 | $11.3M | 0.33% | +15,759+9.0% | Added |
| Epoch Investment Partners, Inc. | 189,763 | $11.2M | 0.06% | +2,809+1.5% | Added |
| US Bancorp | 189,221 | $11.2M | 0.02% | −3,267−1.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 188,136 | $11.1M | 0.04% | −8,087−4.1% | Reduced |
| Great West Life Assurance Co | 185,271 | $10.9M | 0.02% | +447+0.2% | Added |
| Mn Services Vermogensbeheer B.V. | 211,869 | $10.6M | 0.08% | +211,869 | New |
| Toronto Dominion Bank | 167,714 | $9.91M | 0.02% | +38,260+29.6% | Added |
| Westwood Holdings Group Inc. | 166,689 | $9.85M | 0.10% | +22,956+16.0% | Added |
| Public Employees Retirement System of Ohio | 166,316 | $9.83M | 0.03% | +14,531+9.6% | Added |
| CIBC World Markets Corp | 162,098 | $9.58M | 0.07% | +134,552+488.5% | Added |
| M&T Bank Corp | 160,839 | $9.50M | 0.04% | +7,107+4.6% | Added |
| RWC Asset Management LLP | 157,817 | $9.32M | 0.27% | +77,940+97.6% | Added |
| CIBC Asset Management Inc | 151,100 | $8.93M | 0.04% | −20,036−11.7% | Reduced |
| Panagora Asset Management Inc | 150,737 | $8.91M | 0.05% | −800,587−84.2% | Reduced |
| Ensign Peak Advisors, Inc | 146,570 | $8.66M | 0.02% | +40,145+37.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 145,643 | $8.61M | 0.02% | +145,643 | New |
| Balyasny Asset Management LLC | 145,398 | $8.59M | 0.05% | +114,717+373.9% | Added |
| LNZ Capital LP | 145,000 | $8.57M | 6.21% | +145,000 | New |
| State of New Jersey Common Pension Fund D | 144,909 | $8.56M | 0.03% | −8,564−5.6% | Reduced |
| Chartwell Investment Partners, LLC | 143,074 | $8.45M | 0.25% | −11,770−7.6% | Reduced |
| Calamos Advisors LLC | 139,427 | $8.24M | 0.04% | +31,714+29.4% | Added |
| Teacher Retirement System of Texas | 135,082 | $7.98M | 0.04% | +62,575+86.3% | Added |
| State of Alaska, Department of Revenue | 133,747 | $7.90M | 0.08% | −13,447−9.1% | Reduced |
| Comerica Bank | 121,285 | $7.76M | 0.05% | −22,405−15.6% | Reduced |
| Telemus Capital, LLC | 129,397 | $7.64M | 0.55% | 00.0% | Unchanged |
| SEI Investments Co | 125,132 | $7.39M | 0.02% | +47,443+61.1% | Added |
| HITE Hedge Asset Management LLC | 125,000 | $7.38M | 1.04% | +75,000+150.0% | Added |
| DekaBank Deutsche Girozentrale | 123,924 | $7.26M | 0.02% | −30,768−19.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 120,302 | $7.11M | 0.08% | +22,145+22.6% | Added |
| Coann Capital LLC | 117,385 | $6.93M | 5.33% | −51,222−30.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 116,670 | $6.89M | 0.07% | −5,407−4.4% | Reduced |
| Schroder Investment Management Group | 116,485 | $6.88M | 0.01% | +101,230+663.6% | Added |
| Shell Asset Management Co | 116,278 | $6.87M | 0.13% | −13,950−10.7% | Reduced |
| Voya Investment Management LLC | 116,114 | $6.86M | 0.01% | −1,449−1.2% | Reduced |
| American International Group, Inc. | 115,317 | $6.81M | 0.03% | −1,982−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,080 | $6.68M | 0.04% | +17,815+18.7% | Added |
| Moody National Bank Trust Division | 112,933 | $6.67M | 0.14% | −837−0.7% | Reduced |
| MUFG Americas Holdings Corp | 112,157 | $6.63M | 0.12% | +3,813+3.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 108,091 | $6.39M | 0.04% | +1,600+1.5% | Added |
| Royal London Asset Management Ltd | 107,312 | $6.34M | 0.03% | +107,312 | New |
| American National Insurance Co | 106,700 | $6.30M | 0.24% | −175−0.2% | Reduced |
| Retirement Systems of Alabama | 105,885 | $6.26M | 0.02% | −1,888−1.8% | Reduced |
| Cinctive Capital Management LP | 105,714 | $6.25M | 0.34% | +105,714 | New |
| Stifel Financial Corp | 105,211 | $6.21M | 0.01% | +918+0.9% | Added |
| Treasurer of the State of North Carolina | 104,882 | $6.20M | 0.04% | −4,320−4.0% | Reduced |
| Worldquant Millennium Advisors LLC | 98,750 | $5.83M | 0.13% | +49,868+102.0% | Added |
| Andra AP-fonden | 96,300 | $5.69M | 0.12% | +39,700+70.1% | Added |
| 44 Wealth Management LLC | 94,313 | $5.57M | 2.14% | +94,313 | New |
| Susquehanna Fundamental Investments, LLC | 92,925 | $5.49M | 0.10% | +92,925 | New |
| Aviva PLC | 92,503 | $5.46M | 0.02% | −3,974−4.1% | Reduced |
| Nicholas Company, Inc. | 89,860 | $5.31M | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 88,491 | $5.23M | 0.01% | +14,562+19.7% | Added |
| Fifth Third Bancorp | 84,609 | $5.00M | 0.02% | −4,505−5.1% | Reduced |
| Opus Investment Management Inc | 84,000 | $4.96M | 0.75% | +16,200+23.9% | Added |
| Arizona State Retirement System | 81,669 | $4.83M | 0.04% | −888−1.1% | Reduced |
| Amalgamated Bank | 81,109 | $4.79M | 0.04% | +65,478+418.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 78,747 | $4.65M | 0.02% | +52,362+198.5% | Added |
| Mattern Capital Management, LLC | 78,196 | $4.62M | 0.91% | +5,701+7.9% | Added |
| Capital Bank & Trust Co | 76,685 | $4.53M | 0.05% | +1,905+2.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 76,480 | $4.52M | 0.06% | +17,688+30.1% | Added |
| Nomura Asset Management Co Ltd | 74,711 | $4.41M | 0.03% | −1,894−2.5% | Reduced |
| Acadian Asset Management LLC | 73,024 | $4.32M | 0.02% | +71,473+4,608.2% | Added |
| State of Michigan Retirement System | 72,785 | $4.30M | 0.03% | +300+0.4% | Added |
| ProShare Advisors LLC | 68,026 | $4.02M | 0.01% | +29,061+74.6% | Added |
| Miller Howard Investments Inc | 67,140 | $3.97M | 0.16% | +1,908+2.9% | Added |
| MetLife Investment Management | 67,109 | $3.96M | 0.03% | −1,745−2.5% | Reduced |
| LPL Financial LLC | 65,629 | $3.88M | 0.00% | +5,888+9.9% | Added |
| Sigma Planning Corp | 65,335 | $3.86M | 0.12% | +900+1.4% | Added |
| Amica Mutual Insurance Co | 62,250 | $3.68M | 0.39% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 61,140 | $3.61M | 0.02% | +1,635+2.7% | Added |
| Alberta Investment Management Corp | 61,100 | $3.61M | 0.03% | +18,800+44.4% | Added |
| Bank of Nova Scotia | 60,705 | $3.59M | 0.01% | +6,818+12.7% | Added |
| Tudor Investment Corp Et Al | 60,166 | $3.56M | 0.07% | +18,623+44.8% | Added |
| Janney Montgomery Scott LLC | 60,113 | $3.55M | 0.02% | −4,161−6.5% | Reduced |
| Gulf International Bank (UK) Ltd | 59,537 | $3.52M | 0.04% | −342−0.6% | Reduced |
| Securian Asset Management, Inc | 59,038 | $3.49M | 0.07% | +6,500+12.4% | Added |
| Banque Cantonale Vaudoise | 55,154 | $3.26M | 0.15% | −15,053−21.4% | Reduced |
| Utah Retirement Systems | 54,908 | $3.24M | 0.04% | +200+0.4% | Added |
| HighTower Advisors, LLC | 54,073 | $3.19M | 0.01% | +8,239+18.0% | Added |