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, Q3 2021
Institutional positions in CMS Energy Corp as of Sep 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
- 566
- 0 vs. Q2 2021
- Shares held
- 264.7M
- +7.30M (+2.8%) vs. Q2 2021
- Total value
- $15.8B
- +$604.1M (+4.0%) vs. Q2 2021
- New holders
- 55
- 211 more added
- Sold out
- 55
- 190 more reduced
9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 36,256,462 | $2.17B | 0.05% | +406,810+1.1% | Added |
| BlackRock Inc. | 25,261,876 | $1.51B | 0.04% | −211,111−0.8% | Reduced |
| Price T Rowe Associates Inc | 17,026,924 | $1.02B | 0.10% | +9,207,824+117.8% | Added |
| JPMorgan Chase & Co | 15,787,330 | $943.0M | 0.13% | −1,683,380−9.6% | Reduced |
| State Street Corp | 14,679,534 | $876.8M | 0.05% | +416,004+2.9% | Added |
| Capital International Investors | 11,500,901 | $687.0M | 0.16% | +1,000,461+9.5% | Added |
| Capital Research Global Investors | 7,205,053 | $430.4M | 0.10% | +5100.0% | Added |
| Franklin Resources Inc | 7,112,050 | $424.8M | 0.16% | −17,977−0.3% | Reduced |
| Pictet Asset Management SA | 5,510,917 | $329.2M | 0.36% | +5,510,917 | New |
| Bank of New York Mellon Corp | 5,505,480 | $328.8M | 0.06% | +370,081+7.2% | Added |
| Geode Capital Management, LLC | 5,345,166 | $318.4M | 0.04% | +92,145+1.8% | Added |
| Goldman Sachs Group Inc | 4,228,911 | $252.6M | 0.06% | −100,228−2.3% | Reduced |
| Legal & General Group Plc | 4,005,552 | $239.3M | 0.08% | +71,183+1.8% | Added |
| Invesco Ltd. | 3,864,968 | $230.9M | 0.06% | +93,099+2.5% | Added |
| Ameriprise Financial Inc | 3,523,328 | $210.4M | 0.07% | +29,771+0.9% | Added |
| Northern Trust Corp | 3,295,323 | $196.8M | 0.03% | +95,258+3.0% | Added |
| Zimmer Partners, LP | 2,782,400 | $166.2M | 2.63% | +332,100+13.6% | Added |
| Massachusetts Financial Services Co | 2,762,053 | $165.0M | 0.05% | +8,611+0.3% | Added |
| FIL Ltd | 2,754,742 | $164.5M | 0.18% | −109,013−3.8% | Reduced |
| Standard Life Aberdeen plc | 2,492,527 | $148.9M | 0.34% | −328,099−11.6% | Reduced |
| Bank of America Corp | 2,486,368 | $148.5M | 0.02% | +182,389+7.9% | Added |
| Wells Fargo & Company | 2,437,306 | $145.6M | 0.03% | +62,153+2.6% | Added |
| California Public Employees Retirement System | 2,238,372 | $133.7M | 0.10% | +36,195+1.6% | Added |
| Duff & Phelps Investment Management Co | 2,102,571 | $125.6M | 1.64% | +148,585+7.6% | Added |
| Jennison Associates LLC | 2,088,435 | $124.7M | 0.08% | +44,859+2.2% | Added |
| Brookfield Asset Management Inc. | 2,021,307 | $120.7M | 0.49% | +39,035+2.0% | Added |
| Reaves W H & Co Inc | 1,880,551 | $112.3M | 3.58% | −8,656−0.5% | Reduced |
| ClearBridge Investments Ltd | 1,835,131 | $109.6M | 3.60% | +635,793+53.0% | Added |
| Bank of Montreal | 1,728,947 | $104.1M | 0.05% | +575,456+49.9% | Added |
| Cohen & Steers, Inc. | 1,611,367 | $96.2M | 0.18% | +5,093+0.3% | Added |
| Eaton Vance Management | 1,613,189 | $96.1M | 0.13% | −291,477−15.3% | Reduced |
| UBS Asset Management Americas Inc | 1,472,049 | $87.9M | 0.04% | +250,920+20.5% | Added |
| Parametric Portfolio Associates LLC | 1,464,161 | $87.5M | 0.05% | +15,297+1.1% | Added |
| Lord, Abbett & Co. LLC | 1,438,724 | $85.9M | 0.21% | −43,604−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,390,665 | $83.1M | 0.03% | +28,728+2.1% | Added |
| Norges Bank | 1,349,331 | $80.6M | 0.02% | −105,391−7.2% | Reduced |
| APG Asset Management N.V. | 1,458,799 | $75.2M | 0.13% | −47,803−3.2% | Reduced |
| Nuveen Asset Management, LLC | 1,242,854 | $74.2M | 0.02% | −276,656−18.2% | Reduced |
| First Trust Advisors LP | 1,206,269 | $72.1M | 0.08% | −41,382−3.3% | Reduced |
| Swiss National Bank | 1,146,017 | $68.5M | 0.04% | −31,400−2.7% | Reduced |
| Energy Income Partners, LLC | 1,091,823 | $65.2M | 1.62% | +326,529+42.7% | Added |
| TD Asset Management Inc | 1,080,050 | $64.5M | 0.07% | −8,048−0.7% | Reduced |
| Morgan Stanley | 1,010,733 | $60.4M | 0.01% | −365,307−26.5% | Reduced |
| Royal Bank of Canada | 964,430 | $57.6M | 0.02% | +226,173+30.6% | Added |
| Pendal Group Limited | 954,354 | $57.0M | 0.47% | +189,042+24.7% | Added |
| Renaissance Technologies LLC | 932,100 | $55.7M | 0.07% | −569,100−37.9% | Reduced |
| Dimensional Fund Advisors LP | 929,362 | $55.5M | 0.02% | −1,503−0.2% | Reduced |
| Capital World Investors | 922,849 | $55.1M | 0.01% | −3,469,400−79.0% | Reduced |
| Amundi | 910,386 | $54.4M | 0.04% | +58,746+6.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 897,266 | $53.6M | 0.03% | −65,691−6.8% | Reduced |
| STRS Ohio | 852,829 | $50.9M | 0.19% | −4,915−0.6% | Reduced |
| Cbre Clarion Securities LLC | 832,796 | $49.7M | 0.88% | +262,773+46.1% | Added |
| Macquarie Group Ltd | 831,696 | $49.7M | 0.04% | −31,133−3.6% | Reduced |
| Old Republic International Corporation | 825,000 | $49.3M | 1.03% | +150,000+22.2% | Added |
| Partners Group Holding AG | 801,705 | $47.9M | 3.33% | −83,735−9.5% | Reduced |
| Credit Suisse AG | 763,839 | $45.6M | 0.04% | −69,132−8.3% | Reduced |
| ExodusPoint Capital Management, LP | 723,946 | $43.2M | 0.65% | −445,988−38.1% | Reduced |
| Millennium Management LLC | 709,087 | $42.4M | 0.06% | +83,861+13.4% | Added |
| State of Tennessee, Treasury Department | 705,528 | $42.1M | 0.16% | +123,005+21.1% | Added |
| Victory Capital Management Inc | 661,295 | $39.5M | 0.04% | −151,913−18.7% | Reduced |
| Deutsche Bank AG | 649,744 | $38.8M | 0.02% | −315,975−32.7% | Reduced |
| Ci Investments Inc. | 631,778 | $37.7M | 0.14% | +1,520+0.2% | Added |
| Citigroup Inc | 627,399 | $37.5M | 0.04% | +38,907+6.6% | Added |
| Barclays PLC | 606,281 | $36.2M | 0.03% | −83,579−12.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 598,998 | $35.8M | 0.36% | +482,328+413.4% | Added |
| Principal Financial Group Inc | 590,469 | $35.3M | 0.02% | +11,102+1.9% | Added |
| Scout Investments, Inc. | 583,950 | $34.9M | 0.52% | +583,950 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 552,374 | $33.0M | 0.05% | +111,600+25.3% | Added |
| Truist Financial Corp | 496,892 | $29.7M | 0.05% | +18,308+3.8% | Added |
| California State Teachers Retirement System | 487,161 | $29.1M | 0.04% | −6,391−1.3% | Reduced |
| Rhumbline Advisers | 483,631 | $28.9M | 0.04% | −10,989−2.2% | Reduced |
| Voloridge Investment Management, LLC | 477,291 | $28.5M | 0.18% | +66,505+16.2% | Added |
| Bruce & Co., Inc. | 468,500 | $28.0M | 5.95% | −23,300−4.7% | Reduced |
| Martingale Asset Management L P | 455,266 | $27.2M | 0.36% | +50,176+12.4% | Added |
| National Pension Service | 451,679 | $27.0M | 0.05% | −4,473−1.0% | Reduced |
| Keybank National Association | 418,439 | $25.0M | 0.11% | −5,580−1.3% | Reduced |
| Canada Pension Plan Investment Board | 398,978 | $23.8M | 0.03% | +156,810+64.8% | Added |
| State Board of Administration of Florida Retirement System | 388,450 | $23.2M | 0.05% | −13,127−3.3% | Reduced |
| Raymond James & Associates | 383,051 | $22.9M | 0.02% | +3,766+1.0% | Added |
| Man Group plc | 381,567 | $22.8M | 0.08% | −215,462−36.1% | Reduced |
| D. E. Shaw & Co., Inc. | 381,247 | $22.8M | 0.03% | −756,139−66.5% | Reduced |
| Alliancebernstein L.P. | 377,175 | $22.5M | 0.01% | +1680.0% | Added |
| Personal Capital Advisors Corp | 371,749 | $22.2M | 0.11% | +29,867+8.7% | Added |
| Cidel Asset Management Inc | 366,001 | $21.9M | 0.89% | +97,105+36.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 350,454 | $20.9M | 0.79% | +19,771+6.0% | Added |
| New York State Teachers Retirement System | 331,260 | $19.8M | 0.04% | +390+0.1% | Added |
| Aviva PLC | 329,396 | $19.7M | 0.09% | +236,893+256.1% | Added |
| Envestnet Asset Management Inc | 328,125 | $19.6M | 0.01% | +14,313+4.6% | Added |
| FMR LLC | 320,892 | $19.2M | 0.00% | +3,319+1.0% | Added |
| BNP Paribas Arbitrage, SA | 319,453 | $19.1M | 0.05% | +67,404+26.7% | Added |
| American Century Companies Inc | 312,534 | $18.7M | 0.01% | −23,117−6.9% | Reduced |
| AMP Capital Investors Ltd | 312,131 | $18.6M | 0.10% | +35,238+12.7% | Added |
| Voya Investment Management LLC | 311,421 | $18.6M | 0.04% | +195,307+168.2% | Added |
| Adage Capital Partners GP, L.L.C. | 309,761 | $18.5M | 0.04% | −254,500−45.1% | Reduced |
| Asset Management One Co.,Ltd. | 298,717 | $17.8M | 0.07% | −4,119−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 298,324 | $17.8M | 0.04% | −10,580−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 287,642 | $17.2M | 0.01% | +14,273+5.2% | Added |
| State of Wisconsin Investment Board | 279,830 | $16.7M | 0.03% | +11,219+4.2% | Added |
| New York State Common Retirement Fund | 276,580 | $16.5M | 0.02% | +1,280+0.5% | Added |
| Magellan Asset Management Ltd | 275,565 | $16.5M | 0.03% | +48,134+21.2% | Added |