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 |
|---|---|---|---|---|---|
| AXA S.A. | 16,100 | $951.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,984 | $944.0K | 0.00% | +1,994+14.3% | Added |
| Brinker Capital Investments, LLC | 15,828 | $935.0K | 0.01% | +2,972+23.1% | Added |
| Daiwa Securities Group Inc. | 15,537 | $918.0K | 0.01% | −47,699−75.4% | Reduced |
| Dana Investment Advisors, Inc. | 15,512 | $916.0K | 0.04% | +350+2.3% | Added |
| Pettee Investors, Inc. | 15,368 | $908.0K | 0.43% | 00.0% | Unchanged |
| Homrich & Berg | 15,326 | $905.0K | 0.02% | +534+3.6% | Added |
| QS Investors, LLC | 15,257 | $902.0K | 0.01% | +1,296+9.3% | Added |
| Horizon Kinetics Asset Management LLC | 15,175 | $897.0K | 0.02% | −800−5.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 15,110 | $893.0K | 0.38% | +15,110 | New |
| Avantax Advisory Services, Inc. | 15,008 | $887.0K | 0.02% | +36+0.2% | Added |
| Harbour Investments, Inc. | 14,859 | $878.0K | 0.03% | +184+1.3% | Added |
| Mackenzie Financial Corp | 14,816 | $875.0K | 0.00% | −171−1.1% | Reduced |
| Huntington National Bank | 14,821 | $875.0K | 0.01% | +7,746+109.5% | Added |
| Forsta Ap-Fonden | 14,700 | $868.0K | 0.01% | −51,200−77.7% | Reduced |
| Mercer Global Advisors Inc | 14,583 | $862.0K | 0.01% | +3,210+28.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,520 | $858.0K | 0.00% | +2,922+25.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,500 | $857.0K | 0.01% | +6,050+71.6% | Added |
| NFJ Investment Group, LLC | 14,351 | $848.0K | 0.02% | +14,319+44,746.9% | Added |
| Plante Moran Financial Advisors, LLC | 14,321 | $846.0K | 0.21% | −10,277−41.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,328 | $846.0K | 0.04% | +1,630+12.8% | Added |
| Teza Capital Management LLC | 13,912 | $822.0K | 0.13% | +757+5.8% | Added |
| Quantitative Investment Management, LLC | 13,825 | $816.0K | 0.07% | +9,952+257.0% | Added |
| Bahl & Gaynor Inc | 13,721 | $811.0K | 0.00% | +977+7.7% | Added |
| Creative Planning | 13,705 | $810.0K | 0.00% | −869−6.0% | Reduced |
| Banco Santander, S.A. | 13,393 | $791.0K | 0.00% | +13,393 | New |
| American National Registered Investment Advisor, Inc. | 13,333 | $788.0K | 0.28% | −737−5.2% | Reduced |
| Verition Fund Management LLC | 13,252 | $783.0K | 0.01% | +3,775+39.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,145 | $777.0K | 0.01% | +46+0.4% | Added |
| E. Ohman J:or Asset Management AB | 13,100 | $773.9K | 0.02% | −2,200−14.4% | Reduced |
| Advisor Partners LLC | 13,070 | $772.0K | 0.05% | −604−4.4% | Reduced |
| First Republic Investment Management, Inc. | 12,955 | $765.0K | 0.00% | +4,706+57.0% | Added |
| Nordea Investment Management AB | 12,734 | $752.0K | 0.00% | −852−6.3% | Reduced |
| Thrivent Financial for Lutherans | 12,669 | $748.0K | 0.00% | +89+0.7% | Added |
| Everence Capital Management Inc | 12,530 | $740.0K | 0.06% | +6,310+101.4% | Added |
| Profund Advisors LLC | 12,489 | $738.0K | 0.02% | −608−4.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,323 | $728.0K | 0.19% | +12,323 | New |
| Foster & Motley Inc | 12,220 | $722.0K | 0.06% | +456+3.9% | Added |
| Quadrature Capital Ltd | 12,184 | $720.0K | 0.03% | +4,223+53.0% | Added |
| Allianz Asset Management GmbH | 11,394 | $673.0K | 0.00% | +1,856+19.5% | Added |
| Simplex Trading, LLC | 11,343 | $670.0K | 0.02% | +4,138+57.4% | Added |
| Pitcairn Co | 10,600 | $626.0K | 0.04% | −404−3.7% | Reduced |
| Aurora Investment Counsel | 10,552 | $623.0K | 0.44% | −56−0.5% | Reduced |
| Colony Group LLC | 10,495 | $620.0K | 0.01% | +1,098+11.7% | Added |
| Thomas White International Ltd | 10,463 | $618.0K | 0.08% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,341 | $611.0K | 0.03% | +10,341 | New |
| AGF Investments LLC | 10,155 | $600.0K | 0.06% | +10,155 | New |
| Lazard Asset Management LLC | 10,101 | $596.0K | 0.00% | +9,975+7,916.7% | Added |
| Vident Investment Advisory, LLC | 9,868 | $583.0K | 0.02% | +610+6.6% | Added |
| DuPont Capital Management Corp | 9,826 | $581.0K | 0.01% | +5,467+125.4% | Added |
| Amica Retiree Medical Trust | 9,809 | $580.0K | 0.37% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,657 | $571.0K | 0.01% | +232+2.5% | Added |
| Prospera Financial Services Inc | 9,635 | $569.0K | 0.03% | −250−2.5% | Reduced |
| Fort Washington Investment Advisors Inc | 9,600 | $567.0K | 0.01% | +1,700+21.5% | Added |
| Brasada Capital Management, LP | 9,170 | $542.0K | 0.11% | −3,215−26.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,144 | $540.0K | 0.00% | +1,943+27.0% | Added |
| Regentatlantic Capital LLC | 8,966 | $530.0K | 0.02% | +3,629+68.0% | Added |
| Cigna Investments Inc | 8,954 | $529.0K | 0.04% | −1,350−13.1% | Reduced |
| Federated Hermes, Inc. | 8,918 | $527.0K | 0.00% | +8,888+29,626.7% | Added |
| Exchange Traded Concepts, LLC | 8,756 | $517.0K | 0.02% | +741+9.2% | Added |
| Acorn Wealth Advisors, LLC | 8,693 | $514.0K | 0.36% | −132−1.5% | Reduced |
| National Asset Management, Inc. | 8,606 | $509.0K | 0.02% | +8,606 | New |
| Mirabella Financial Services LLP | 8,540 | $505.0K | 0.10% | −2,477−22.5% | Reduced |
| Los Angeles Capital Management LLC | 8,450 | $499.0K | 0.00% | +320+3.9% | Added |
| Altshuler Shaham Ltd | 8,337 | $493.0K | 0.00% | +8,337 | New |
| Raymond James Trust N.A. | 8,326 | $492.0K | 0.02% | −415−4.7% | Reduced |
| World Asset Management Inc | 8,303 | $491.0K | 0.04% | −105−1.2% | Reduced |
| CIBC World Markets Inc. | 8,176 | $483.0K | 0.00% | −5,443−40.0% | Reduced |
| IBM Retirement Fund | 8,157 | $482.0K | 0.04% | −1,497−15.5% | Reduced |
| Stephens Inc | 7,892 | $466.0K | 0.01% | +1,642+26.3% | Added |
| Donaldson Capital Management, LLC | 7,846 | $464.0K | 0.02% | −924−10.5% | Reduced |
| Boit C F David | 7,800 | $461.0K | 0.35% | +7,800 | New |
| BP PLC | 7,675 | $453.0K | 0.02% | −186,202−96.0% | Reduced |
| Alphasimplex Group, LLC | 7,646 | $452.0K | 0.23% | 00.0% | Unchanged |
| Veritable, L.P. | 7,603 | $449.0K | 0.01% | −1,838−19.5% | Reduced |
| Kinneret Advisory, LLC | 7,582 | $448.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,534 | $445.0K | 0.05% | −362−4.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,479 | $442.0K | 0.03% | +3,100+70.8% | Added |
| JustInvest LLC | 7,442 | $440.0K | 0.05% | +1,171+18.7% | Added |
| Bessemer Group Inc | 7,392 | $437.0K | 0.00% | −1,600−17.8% | Reduced |
| Commerce Bank | 7,408 | $437.0K | 0.00% | −42−0.6% | Reduced |
| Echo Street Capital Management LLC | 7,366 | $435.0K | 0.00% | −398,811−98.2% | Reduced |
| Conning Inc. | 7,363 | $435.0K | 0.01% | −1,027−12.2% | Reduced |
| Diversified Trust Co | 7,213 | $426.0K | 0.02% | +7,213 | New |
| Wolverine Trading, LLC | 7,126 | $419.0K | 0.01% | +7,126 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,969 | $412.0K | 0.01% | −17,230−71.2% | Reduced |
| Sanford Advisory Services, LLC | 6,900 | $408.0K | 0.11% | +5+0.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 6,843 | $404.0K | 0.29% | +6,843 | New |
| Davenport & Co LLC | 6,815 | $403.0K | 0.00% | +246+3.7% | Added |
| Rafferty Asset Management, LLC | 6,755 | $399.0K | 0.00% | +893+15.2% | Added |
| Jane Street Group, LLC | 6,689 | $395.0K | 0.00% | +6,689 | New |
| Tower Research Capital LLC (TRC) | 6,527 | $386.0K | 0.01% | −30,054−82.2% | Reduced |
| Kestra Advisory Services, LLC | 6,541 | $386.0K | 0.00% | +468+7.7% | Added |
| MML Investors Services, LLC | 6,515 | $385.0K | 0.00% | +321+5.2% | Added |
| Illinois Municipal Retirement Fund | 6,348 | $375.0K | 0.02% | −87,861−93.3% | Reduced |
| Alpha Paradigm Partners, LLC | 6,350 | $375.0K | 0.14% | −248−3.8% | Reduced |
| First American Bank | 6,318 | $373.0K | 0.02% | −2,734−30.2% | Reduced |
| Mirador Capital Partners LP | 6,216 | $367.0K | 0.08% | +576+10.2% | Added |
| IFP Advisors, Inc | 6,209 | $366.0K | 0.01% | −1,430−18.7% | Reduced |
| Wellington Management Group LLP | 6,138 | $363.0K | 0.00% | +6,138 | New |