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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.

Other share classesCMSACMSCCMSDCMS.PC

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.

Institutional holdersQ2 2021: 575 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ2 2021: $15.5B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2021.

Institutions holding CMS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
British Columbia Investment Management Corp53,325$3.15M0.02%+6,366+13.6%Added
Robeco Institutional Asset Management B.V.53,238$3.15M0.01%+31,270+142.3%Added
Walleye Capital LLC52,965$3.13M0.12%+237+0.4%Added
Corbyn Investment Management Inc51,261$3.03M1.12%+19,138+59.6%Added
Wealthfront Advisers LLC50,664$2.99M0.01%+17,190+51.4%Added
Logan Capital Management Inc49,736$2.94M0.14%+16,619+50.2%Added
Vestcor Inc48,750$2.88M0.10%−47,794−49.5%Reduced
Commonwealth Equity Services, LLC48,379$2.86M0.01%+1,293+2.7%Added
Texas Permanent School Fund48,088$2.84M0.03%−161−0.3%Reduced
DnB Asset Management AS47,369$2.80M0.02%−80.0%Reduced
Captrust Financial Advisors47,257$2.79M0.03%−3,159−6.3%Reduced
Public Sector Pension Investment Board47,263$2.79M0.02%+19,937+73.0%Added
IndexIQ Advisors LLC47,226$2.79M0.09%−1,056−2.2%Reduced
Engineers Gate Manager LP46,421$2.74M0.18%+34,621+293.4%Added
Seeyond45,576$2.69M0.25%+204+0.4%Added
Mackay Shields LLC45,552$2.69M0.03%−2,400−5.0%Reduced
SG Americas Securities, LLC45,199$2.67M0.01%−62,800−58.1%Reduced
Raymond James Financial Services Advisors, Inc.44,841$2.65M0.01%+8,137+22.2%Added
GWM Advisors LLC44,653$2.64M0.07%−2,089−4.5%Reduced
Natixis43,722$2.58M0.01%+43,722New
PGGM Investments43,415$2.56M0.01%−26,661−38.0%Reduced
Van Eck Associates Corp42,098$2.49M0.01%+4,730+12.7%Added
Swiss Life Asset Management Ltd18,494$2.47M0.03%+11,869+179.2%Added
Twinbeech Capital LP41,349$2.44M0.30%+41,349New
USS Investment Management Ltd40,786$2.41M0.02%00.0%Unchanged
Exchange Capital Management, Inc.40,231$2.38M0.46%−12,520−23.7%Reduced
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income40,040$2.37M0.26%00.0%Unchanged
AE Wealth Management LLC39,998$2.36M0.02%+15,781+65.2%Added
Paloma Partners Management Co39,500$2.33M0.06%+39,500New
Private Advisor Group, LLC39,409$2.33M0.02%+8,907+29.2%Added
Capital International Sarl39,132$2.31M0.20%+13,875+54.9%Added
Mutual of America Capital Management LLC37,781$2.23M0.02%+433+1.2%Added
Nissay Asset Management Corp37,538$2.22M0.02%+4,145+12.4%Added
IFM Investors Pty Ltd37,356$2.21M0.05%+9,425+33.7%Added
Advisor Group Holdings, Inc.36,698$2.17M0.00%−512−1.4%Reduced
Public Employees Retirement Association of Colorado36,785$2.17M0.01%00.0%Unchanged
People's United Financial, Inc.36,372$2.15M0.05%−1,219−3.2%Reduced
Metropolitan Life Insurance Co35,191$2.08M0.03%−430−1.2%Reduced
Kempen Capital Management N.V.34,994$2.07M0.07%+14,817+73.4%Added
Pacer Advisors, Inc.34,134$2.02M0.03%+18,132+113.3%Added
MD Financial Management Inc.33,126$1.96M0.06%+33,126New
Crossmark Global Holdings, Inc.33,095$1.96M0.05%−5,570−14.4%Reduced
The PNC Financial Services Group, Inc.32,364$1.91M0.00%+319+1.0%Added
Quantbot Technologies LP32,071$1.89M0.15%+32,071New
Baird Financial Group, Inc.32,027$1.89M0.00%−2,287−6.7%Reduced
WealthTrust Axiom LLC31,850$1.88M0.60%00.0%Unchanged
KBC Group NV31,309$1.85M0.01%00.0%Unchanged
Cox Capital Mgt LLC30,746$1.82M1.22%+1,421+4.8%Added
Marshall Wace North America L.P.30,589$1.81M0.01%+21,860+250.4%Added
BLB&B Advisors, LLC30,559$1.80M0.13%−3,938−11.4%Reduced
Hartford Investment Management Co30,366$1.79M0.04%−831−2.7%Reduced
Cipher Capital LP30,189$1.78M0.98%−105,117−77.7%Reduced
First Manhattan Co28,782$1.70M0.01%−1,500−5.0%Reduced
Gamco Investors, Inc. Et Al28,200$1.67M0.01%00.0%Unchanged
New England Asset Management Inc27,053$1.60M0.03%00.0%Unchanged
Greenleaf Trust26,993$1.59M0.02%+20,113+292.3%Added
Algert Global LLC26,722$1.58M0.53%−4,851−15.4%Reduced
Walleye Trading LLC26,340$1.56M0.04%+22,163+530.6%Added
Stoneridge Investment Partners LLC25,500$1.51M0.73%+25,500New
Dean Investment Associates, LLC25,464$1.50M0.28%−236−0.9%Reduced
Oxler Private Wealth LLC25,345$1.50M0.65%00.0%Unchanged
Ossiam23,952$1.48M0.04%−10,616−30.7%Reduced
Winton Group Ltd24,714$1.46M0.08%+15,391+165.1%Added
Oregon Public Employees Retirement Fund24,096$1.42M0.02%+316+1.3%Added
Virtus ETF Advisers LLC24,017$1.42M0.58%+411+1.7%Added
Norinchukin Bank, The23,934$1.41M0.02%−101−0.4%Reduced
ING Groep NV23,774$1.41M0.02%+4,643+24.3%Added
Redpoint Investment Management Pty Ltd23,451$1.39M0.11%−9,385−28.6%Reduced
Capital International Inc23,180$1.37M0.01%−951−3.9%Reduced
Bridgefront Capital, LLC23,135$1.37M0.52%+10,768+87.1%Added
Optimal Asset Management, Inc.22,374$1.32M0.16%00.0%Unchanged
Maryland State Retirement & Pension System21,844$1.31M0.04%00.0%Unchanged
Hedeker Wealth, LLC22,049$1.30M0.41%−61,018−73.5%Reduced
Teachers Retirement System of the State of Kentucky21,412$1.26M0.01%00.0%Unchanged
Ontario Teachers Pension Plan Board21,002$1.24M0.02%+21,002New
Laurion Capital Management LP20,700$1.22M0.02%+20,700New
Westpac Banking Corp20,592$1.22M0.01%00.0%Unchanged
Elo Mutual Pension Insurance Co20,114$1.19M0.04%−543−2.6%Reduced
Tiaa, FSB19,701$1.16M0.00%+19,701New
Sumitomo Mitsui DS Asset Management Company, Ltd19,596$1.16M0.03%−39,459−66.8%Reduced
Neuberger Berman Group LLC20,407$1.15M0.00%−91,883−81.8%Reduced
Cornercap Investment Counsel Inc19,343$1.14M0.13%+559+3.0%Added
New Mexico Educational Retirement Board19,310$1.14M0.04%+1,300+7.2%Added
Hantz Financial Services, Inc.19,212$1.14M0.04%−20,132−51.2%Reduced
Sumitomo Life Insurance Co19,106$1.13M0.04%−2,995−13.6%Reduced
Hennion & Walsh Asset Management, Inc.18,893$1.12M0.06%+634+3.5%Added
Waratah Capital Advisors Ltd.18,629$1.10M0.06%+8,390+81.9%Added
Quantitative Systematic Strategies LLC18,400$1.09M0.38%−23,899−56.5%Reduced
Advisors Asset Management, Inc.18,017$1.06M0.02%−6,069−25.2%Reduced
Louisiana State Employees Retirement System18,000$1.06M0.03%+100+0.6%Added
Community Capital Management, Inc.17,500$1.03M1.05%+17,500New
PFS Investments Inc.16,996$1.02M0.02%+1,265+8.0%Added
Chesley Taft & Associates LLC17,075$1.01M0.06%+400+2.4%Added
Kentucky Retirement Systems16,856$996.0K0.05%−418−2.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.16,716$988.0K0.00%+3,525+26.7%Added
Aigen Investment Management, LP16,331$965.0K0.17%−9,622−37.1%Reduced
Steward Partners Investment Advisory, LLC16,335$965.0K0.02%−8,179−33.4%Reduced
Kesler, Norman & Wride, LLC15,599$964.0K0.22%+38+0.2%Added
Glenmede Trust Co NA16,282$961.0K0.00%−999−5.8%Reduced
Xponance, Inc.16,136$953.0K0.02%+3,703+29.8%Added