Skip to main content

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

Q3 2021 vs. Q2 2021

How the institutions holding CMS Energy Corp changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of CMS: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders57595660
Shares263.2M5.75M264.7M+7.30M (+2.8%)
Value$15.5B$339.8M$15.8B+$604.1M (+4.0%)

9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held CMS Energy Corp at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to CMS in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA5,510,917$329.2M0.36%
Scout Investments, Inc.583,950$34.9M0.52%
1832 Asset Management L.P.202,024$12.1M0.02%
Holocene Advisors, LP132,645$7.92M0.05%
Howe & Rusling Inc111,259$6.65M0.83%
Blueshift Asset Management, LLC92,688$5.54M0.31%
MUFG Securities EMEA plc84,200$5.03M0.07%
Capital Group Private Client Services, Inc.77,232$4.61M0.05%
Hudson Bay Capital Management LP27,964$1.67M0.02%
Wealth Enhancement Advisory Services, LLC18,524$1.12M0.02%
San Luis Wealth Advisors LLC15,800$944.0K0.53%
Gyon Technologies Capital Management, LP13,311$795.0K0.21%
Benjamin Edwards Inc11,817$706.0K0.43%
Liontrust Investment Partners LLP10,182$608.2K0.01%
Apollon Wealth Management, LLC10,024$599.0K0.08%
Hudson Valley Investment Advisors Inc7,065$422.0K0.07%
Toews Corp7,000$418.0K0.05%
Sciencast Management LP6,474$386.0K0.11%
Bayesian Capital Management, LP5,399$322.0K0.09%
Stevens Capital Management LP4,879$291.0K0.12%
Fox Run Management, L.L.C.4,493$268.0K0.17%
Freestone Capital Holdings, LLC4,179$250.0K0.01%
Transcend Wealth Collective, LLC4,132$250.0K0.02%
Empirical Finance, LLC3,588$214.0K0.03%
US Asset Management LLC3,568$213.0K0.21%
Sawtooth Solutions, LLC3,553$212.0K0.03%
Venture Visionary Partners LLC3,351$200.0K0.01%
Massmutual Trust Co FSB2,016$120.0K0.00%
Blueprint Investment Partners LLC1,932$115.0K0.06%
Costello Asset Management, INC1,408$84.0K0.05%
NN Investment Partners Holdings N.V.1,300$78.0K0.00%
Patriot Financial Group Insurance Agency, LLC949$57.0K0.01%
First Horizon Advisors, Inc.889$53.0K0.00%
Dark Forest Capital Management LP858$51.0K0.02%
RWM Asset Management, LLC829$50.0K0.01%
Strategic Asset Management, LLC606$37.0K0.05%
Kowal Investment Group, LLC473$28.0K0.01%
Achmea Investment Management B.V.418$25.0K0.00%
Consolidated Planning Corp183$11.0K0.01%
Capstone Investment Advisors, LLC97$6.00K0.00%
Asset Dedication, LLC67$4.00K0.00%
Bell Investment Advisors, Inc68$4.00K0.00%
Old Second National Bank of Aurora35$2.00K0.00%
Hanson & Doremus Investment Management40$2.00K0.00%
Cardinal Capital Management, Inc.34$2.00K0.00%
Koshinski Asset Management, Inc.20$1.20K0.00%
SRS Capital Advisors, Inc.12$1.00K0.00%
MCF Advisors LLC12$1.00K0.00%
MV Capital Management, Inc.18$1.00K0.00%
Meridian Wealth Partners, LLC21$1.00K0.00%
JJJ Advisors Inc.4$00.00%
Gerber Kawasaki Wealth & Investment Management16$00.00%
First Command Advisory Services, Inc.54$00.00%
Key Financial Inc7$00.00%
Cordant, Inc.6$00.00%

Sold out (55)

Institutions that held CMS Energy Corp at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of CMS in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Two Sigma Investments, LP257,911$15.2M
Adams Diversified Equity Fund, Inc.236,700$14.0M
Healthcare of Ontario Pension Plan Trust Fund145,643$8.61M
Balyasny Asset Management LLC145,398$8.59M
LNZ Capital LP145,000$8.57M
HITE Hedge Asset Management LLC125,000$7.38M
Coann Capital LLC117,385$6.93M
Cinctive Capital Management LP105,714$6.25M
44 Wealth Management LLC94,313$5.57M
Capital Bank & Trust Co76,685$4.53M
Walleye Capital LLC52,965$3.13M
PGGM Investments43,415$2.56M
Swiss Life Asset Management Ltd18,494$2.47M
Twinbeech Capital LP41,349$2.44M
Paloma Partners Management Co39,500$2.33M
Quantbot Technologies LP32,071$1.89M
Marshall Wace North America L.P.30,589$1.81M
Walleye Trading LLC26,340$1.56M
Stoneridge Investment Partners LLC25,500$1.51M
Bridgefront Capital, LLC23,135$1.37M
Hedeker Wealth, LLC22,049$1.30M
Ontario Teachers Pension Plan Board21,002$1.24M
Laurion Capital Management LP20,700$1.22M
Cornercap Investment Counsel Inc19,343$1.14M
Waratah Capital Advisors Ltd.18,629$1.10M
Quantitative Systematic Strategies LLC18,400$1.09M
Aigen Investment Management, LP16,331$965.0K
Campbell & CO Investment Adviser LLC15,110$893.0K
Quantitative Investment Management, LLC13,825$816.0K
Gotham Asset Management, LLC10,341$611.0K
Exchange Traded Concepts, LLC8,756$517.0K
Los Angeles Capital Management LLC8,450$499.0K
BP PLC7,675$453.0K
Alphasimplex Group, LLC7,646$452.0K
Echo Street Capital Management LLC7,366$435.0K
Diversified Trust Co7,213$426.0K
Alpha Paradigm Partners, LLC6,350$375.0K
First American Bank6,318$373.0K
Wellington Management Group LLP6,138$363.0K
Meiji Yasuda Life Insurance Co5,605$331.0K
Edgestream Partners, L.P.4,927$291.0K
West Family Investments, Inc.4,361$258.0K
6 Meridian3,544$209.0K
Neo Ivy Capital Management1,450$86.0K
Advisory Services Network, LLC1,351$79.0K
FFT Wealth Management LLC1,281$76.0K
Eubel Brady & Suttman Asset Management Inc1,000$61.0K
Cutler Group LP951$56.0K
Beck Bode, LLC511$30.0K
Enterprise Financial Services Corp209$12.0K
Carolina Wealth Advisors, LLC180$11.0K
Investment Research & Advisory Group, Inc.74$4.00K
Personal Wealth Partners53$3.00K
St. Johns Investment Management Company, LLC29$2.00K
Arcadia Investment Advisors LLC17$1.00K

Not filed for Q3 2021 yet (9)

Institutions that held CMS Energy Corp at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd5,703,413$337.0M
Cipher Capital LP30,189$1.78M
QS Investors, LLC15,257$902.0K
CWM, LLC1,114$66.0K
First Horizon Corp889$52.0K
San Francisco Sentry Investment Group (Ca)444$26.0K
FormulaFolio Investments, LLC176$10.0K
Castleview Partners, LLC160$9.00K
Horan Securities, Inc.37$2.00K