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 |
|---|---|---|---|---|---|
| Algert Global LLC | 6,535 | $390.0K | 0.05% | −20,187−75.5% | Reduced |
| Commerce Bank | 6,526 | $390.0K | 0.00% | −882−11.9% | Reduced |
| IFP Advisors, Inc | 6,787 | $404.0K | 0.01% | +578+9.3% | Added |
| Amica Retiree Medical Trust | 6,821 | $407.0K | 0.37% | −2,988−30.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 6,843 | $409.0K | 0.31% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,868 | $410.0K | 0.00% | +53+0.8% | Added |
| Sanford Advisory Services, LLC | 6,906 | $412.0K | 0.10% | +6+0.1% | Added |
| Toews Corp | 7,000 | $418.0K | 0.05% | +7,000 | New |
| Hudson Valley Investment Advisors Inc | 7,065 | $422.0K | 0.07% | +7,065 | New |
| Whittier Trust Co | 7,080 | $423.0K | 0.01% | +6,396+935.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,100 | $424.0K | 0.01% | +131+1.9% | Added |
| Conning Inc. | 7,174 | $429.0K | 0.01% | −189−2.6% | Reduced |
| JustInvest LLC | 7,424 | $443.0K | 0.04% | −18−0.2% | Reduced |
| Bessemer Group Inc | 7,453 | $444.0K | 0.00% | +61+0.8% | Added |
| Brasada Capital Management, LP | 7,520 | $449.0K | 0.09% | −1,650−18.0% | Reduced |
| Donaldson Capital Management, LLC | 7,572 | $452.0K | 0.02% | −274−3.5% | Reduced |
| Kinneret Advisory, LLC | 7,582 | $453.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,691 | $459.0K | 0.05% | +157+2.1% | Added |
| Veritable, L.P. | 7,726 | $461.0K | 0.01% | +123+1.6% | Added |
| Boit C F David | 7,800 | $466.0K | 0.32% | 00.0% | Unchanged |
| World Asset Management Inc | 8,018 | $479.0K | 0.05% | −285−3.4% | Reduced |
| IBM Retirement Fund | 8,157 | $487.0K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,208 | $490.0K | 0.09% | −4,115−33.4% | Reduced |
| National Asset Management, Inc. | 8,237 | $492.0K | 0.02% | −369−4.3% | Reduced |
| Acorn Wealth Advisors, LLC | 8,746 | $522.0K | 0.37% | +53+0.6% | Added |
| Cigna Investments Inc | 8,754 | $524.0K | 0.04% | −200−2.2% | Reduced |
| Prelude Capital Management, LLC | 9,045 | $540.0K | 0.03% | +3,350+58.8% | Added |
| CIBC World Markets Inc. | 9,207 | $550.0K | 0.00% | +1,031+12.6% | Added |
| AGF Investments LLC | 9,245 | $552.0K | 0.05% | −910−9.0% | Reduced |
| Fort Washington Investment Advisors Inc | 9,300 | $555.0K | 0.00% | −300−3.1% | Reduced |
| Raymond James Trust N.A. | 9,437 | $564.0K | 0.02% | +1,111+13.3% | Added |
| Fiduciary Trust Co | 9,657 | $577.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,721 | $581.0K | 0.03% | +86+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 9,745 | $582.0K | 0.13% | −4,576−32.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,892 | $590.0K | 0.00% | +748+8.2% | Added |
| Altshuler Shaham Ltd | 9,967 | $598.0K | 0.00% | +1,630+19.6% | Added |
| Apollon Wealth Management, LLC | 10,024 | $599.0K | 0.08% | +10,024 | New |
| Liontrust Investment Partners LLP | 10,182 | $608.2K | 0.01% | +10,182 | New |
| Rafferty Asset Management, LLC | 10,216 | $610.0K | 0.00% | +3,461+51.2% | Added |
| Vident Investment Advisory, LLC | 10,403 | $621.0K | 0.02% | +535+5.4% | Added |
| Pitcairn Co | 10,431 | $623.0K | 0.04% | −169−1.6% | Reduced |
| Thomas White International Ltd | 10,463 | $625.0K | 0.09% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,593 | $633.0K | 0.00% | −402,451−97.4% | Reduced |
| Kestra Advisory Services, LLC | 10,793 | $645.0K | 0.01% | +4,252+65.0% | Added |
| Aurora Investment Counsel | 10,977 | $656.0K | 0.46% | +425+4.0% | Added |
| Colony Group LLC | 11,037 | $659.0K | 0.01% | +542+5.2% | Added |
| Allianz Asset Management GmbH | 11,306 | $676.0K | 0.00% | −88−0.8% | Reduced |
| Kempen Capital Management N.V. | 11,428 | $683.0K | 0.02% | −23,566−67.3% | Reduced |
| Mirabella Financial Services LLP | 11,638 | $695.0K | 0.09% | +3,098+36.3% | Added |
| NFJ Investment Group, LLC | 11,733 | $701.0K | 0.01% | −2,618−18.2% | Reduced |
| Foster & Motley Inc | 11,755 | $702.0K | 0.06% | −465−3.8% | Reduced |
| Benjamin Edwards Inc | 11,817 | $706.0K | 0.43% | +11,817 | New |
| Simplex Trading, LLC | 11,838 | $711.0K | 0.03% | +495+4.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,981 | $716.0K | 0.05% | −2,347−16.4% | Reduced |
| Profund Advisors LLC | 12,258 | $732.0K | 0.02% | −231−1.8% | Reduced |
| Everence Capital Management Inc | 12,530 | $748.0K | 0.06% | 00.0% | Unchanged |
| Nordea Investment Management AB | 12,734 | $764.0K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 13,100 | $782.5K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,196 | $788.0K | 0.00% | −32,003−70.8% | Reduced |
| American National Registered Investment Advisor, Inc. | 13,306 | $795.0K | 0.29% | −27−0.2% | Reduced |
| Gyon Technologies Capital Management, LP | 13,311 | $795.0K | 0.21% | +13,311 | New |
| Advisor Partners LLC | 13,481 | $805.0K | 0.05% | +411+3.1% | Added |
| First Republic Investment Management, Inc. | 13,492 | $806.0K | 0.00% | +537+4.1% | Added |
| Bahl & Gaynor Inc | 14,063 | $840.0K | 0.01% | +342+2.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,371 | $858.0K | 0.02% | +1,226+9.3% | Added |
| Horizon Kinetics Asset Management LLC | 14,575 | $871.0K | 0.02% | −600−4.0% | Reduced |
| Harbour Investments, Inc. | 14,597 | $872.0K | 0.03% | −262−1.8% | Reduced |
| Homrich & Berg | 14,646 | $875.0K | 0.02% | −680−4.4% | Reduced |
| Xponance, Inc. | 14,771 | $882.0K | 0.02% | −1,365−8.5% | Reduced |
| Dana Investment Advisors, Inc. | 14,979 | $895.0K | 0.04% | −533−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 15,003 | $896.0K | 0.01% | −50.0% | Reduced |
| Teza Capital Management LLC | 15,016 | $897.0K | 0.43% | +1,104+7.9% | Added |
| Acadian Asset Management LLC | 15,266 | $910.0K | 0.00% | −57,758−79.1% | Reduced |
| Pettee Investors, Inc. | 15,368 | $918.0K | 0.43% | 00.0% | Unchanged |
| Huntington National Bank | 15,373 | $918.0K | 0.01% | +552+3.7% | Added |
| Mercer Global Advisors Inc | 15,428 | $922.0K | 0.01% | +845+5.8% | Added |
| Brinker Capital Investments, LLC | 15,828 | $935.0K | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 15,698 | $938.0K | 0.22% | +99+0.6% | Added |
| San Luis Wealth Advisors LLC | 15,800 | $944.0K | 0.53% | +15,800 | New |
| Quadrature Capital Ltd | 15,906 | $950.0K | 0.03% | +3,722+30.5% | Added |
| AXA S.A. | 16,100 | $962.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,139 | $964.0K | 0.00% | −577−3.5% | Reduced |
| Creative Planning | 16,191 | $967.0K | 0.00% | +2,486+18.1% | Added |
| Advisors Asset Management, Inc. | 16,209 | $968.0K | 0.01% | −1,808−10.0% | Reduced |
| Daiwa Securities Group Inc. | 16,303 | $974.0K | 0.01% | +766+4.9% | Added |
| CIBC World Markets Corp | 16,329 | $975.0K | 0.01% | −145,769−89.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,441 | $982.0K | 0.00% | +457+2.9% | Added |
| Neuberger Berman Group LLC | 18,554 | $995.0K | 0.00% | −1,853−9.1% | Reduced |
| Greenleaf Trust | 16,698 | $997.0K | 0.01% | −10,295−38.1% | Reduced |
| Lazard Asset Management LLC | 16,783 | $1.00M | 0.00% | +6,682+66.2% | Added |
| Regentatlantic Capital LLC | 16,828 | $1.00M | 0.03% | +7,862+87.7% | Added |
| Chesley Taft & Associates LLC | 17,075 | $1.02M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 17,208 | $1.03M | 0.05% | +352+2.1% | Added |
| Tower Research Capital LLC (TRC) | 17,324 | $1.03M | 0.03% | +10,797+165.4% | Added |
| Community Capital Management, Inc. | 17,500 | $1.04M | 1.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,489 | $1.04M | 0.02% | +1,154+7.1% | Added |
| PFS Investments Inc. | 17,886 | $1.06M | 0.02% | +890+5.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,981 | $1.07M | 0.00% | +3,461+23.8% | Added |
| Louisiana State Employees Retirement System | 18,000 | $1.07M | 0.03% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 18,334 | $1.09M | 0.03% | −772−4.0% | Reduced |