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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 18,456 | $1.10M | 0.06% | −437−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,524 | $1.12M | 0.02% | +18,524 | New |
| New Mexico Educational Retirement Board | 18,910 | $1.13M | 0.04% | −400−2.1% | Reduced |
| Hantz Financial Services, Inc. | 19,034 | $1.14M | 0.04% | −178−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 19,100 | $1.14M | 0.01% | +4,600+31.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,486 | $1.16M | 0.03% | −110−0.6% | Reduced |
| Tiaa, FSB | 19,645 | $1.17M | 0.00% | −56−0.3% | Reduced |
| Mackenzie Financial Corp | 20,069 | $1.20M | 0.00% | +5,253+35.5% | Added |
| Elo Mutual Pension Insurance Co | 20,114 | $1.20M | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 20,212 | $1.21M | 0.01% | +3,930+24.1% | Added |
| Westpac Banking Corp | 20,592 | $1.23M | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 20,792 | $1.24M | 0.15% | +16,068+340.1% | Added |
| Teachers Retirement System of the State of Kentucky | 21,412 | $1.28M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,844 | $1.31M | 0.04% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 22,420 | $1.34M | 0.17% | +46+0.2% | Added |
| Capital International Inc | 23,180 | $1.39M | 0.01% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 23,482 | $1.40M | 0.12% | +31+0.1% | Added |
| Oregon Public Employees Retirement Fund | 24,096 | $1.44M | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 24,318 | $1.45M | 0.02% | +544+2.3% | Added |
| Citadel Advisors LLC | 25,057 | $1.50M | 0.00% | −845,588−97.1% | Reduced |
| Norinchukin Bank, The | 25,116 | $1.50M | 0.02% | +1,182+4.9% | Added |
| Oxler Private Wealth LLC | 26,845 | $1.60M | 0.71% | +1,500+5.9% | Added |
| Hartford Investment Management Co | 27,014 | $1.61M | 0.04% | −3,352−11.0% | Reduced |
| Virtus ETF Advisers LLC | 27,028 | $1.61M | 0.71% | +3,011+12.5% | Added |
| New England Asset Management Inc | 27,053 | $1.62M | 0.03% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 27,148 | $1.62M | 0.31% | +1,684+6.6% | Added |
| Hudson Bay Capital Management LP | 27,964 | $1.67M | 0.02% | +27,964 | New |
| Gamco Investors, Inc. Et Al | 28,200 | $1.68M | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 28,384 | $1.70M | 0.11% | −2,175−7.1% | Reduced |
| First Manhattan Co | 28,782 | $1.72M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 30,498 | $1.82M | 0.07% | +24,150+380.4% | Added |
| GWM Advisors LLC | 30,602 | $1.83M | 0.05% | −14,051−31.5% | Reduced |
| Cox Capital Mgt LLC | 31,039 | $1.85M | 1.25% | +293+1.0% | Added |
| The PNC Financial Services Group, Inc. | 31,051 | $1.85M | 0.00% | −1,313−4.1% | Reduced |
| KBC Group NV | 31,309 | $1.87M | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 31,850 | $1.90M | 0.64% | 00.0% | Unchanged |
| MD Financial Management Inc. | 33,223 | $1.98M | 0.05% | +97+0.3% | Added |
| Metropolitan Life Insurance Co | 34,055 | $2.03M | 0.03% | −1,136−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 34,075 | $2.04M | 0.05% | +980+3.0% | Added |
| Baird Financial Group, Inc. | 34,572 | $2.06M | 0.01% | +2,545+7.9% | Added |
| Exchange Capital Management, Inc. | 35,430 | $2.12M | 0.41% | −4,801−11.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 35,485 | $2.12M | 0.00% | −9,356−20.9% | Reduced |
| Winton Group Ltd | 35,478 | $2.12M | 0.12% | +10,764+43.6% | Added |
| People's United Financial, Inc. | 36,015 | $2.15M | 0.05% | −357−1.0% | Reduced |
| Comgest Global Investors S.A.S. | 36,582 | $2.19M | 0.03% | −173,500−82.6% | Reduced |
| Public Employees Retirement Association of Colorado | 36,785 | $2.20M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 37,356 | $2.23M | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 38,003 | $2.27M | 0.02% | +222+0.6% | Added |
| Prudential PLC | 38,187 | $2.28M | 0.03% | −157,010−80.4% | Reduced |
| Nissay Asset Management Corp | 38,829 | $2.32M | 0.02% | +1,291+3.4% | Added |
| Advisor Group Holdings, Inc. | 39,378 | $2.35M | 0.00% | +2,680+7.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 41,228 | $2.46M | 0.01% | −37,519−47.6% | Reduced |
| Assenagon Asset Management S.A. | 43,804 | $2.62M | 0.01% | −563,180−92.8% | Reduced |
| Mackay Shields LLC | 44,272 | $2.64M | 0.02% | −1,280−2.8% | Reduced |
| Texas Permanent School Fund | 44,749 | $2.67M | 0.03% | −3,339−6.9% | Reduced |
| Capital International Sarl | 44,920 | $2.68M | 0.24% | +5,788+14.8% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 45,600 | $2.72M | 0.32% | +5,560+13.9% | Added |
| Van Eck Associates Corp | 45,903 | $2.74M | 0.01% | +3,805+9.0% | Added |
| IndexIQ Advisors LLC | 46,523 | $2.78M | 0.09% | −703−1.5% | Reduced |
| AE Wealth Management LLC | 46,982 | $2.81M | 0.02% | +6,984+17.5% | Added |
| Captrust Financial Advisors | 47,091 | $2.81M | 0.02% | −166−0.4% | Reduced |
| Jane Street Group, LLC | 47,087 | $2.81M | 0.01% | +40,398+603.9% | Added |
| DnB Asset Management AS | 47,475 | $2.84M | 0.02% | +106+0.2% | Added |
| Commonwealth Equity Services, LLC | 48,736 | $2.91M | 0.01% | +357+0.7% | Added |
| Public Sector Pension Investment Board | 48,886 | $2.92M | 0.02% | +1,623+3.4% | Added |
| Janney Montgomery Scott LLC | 50,477 | $3.02M | 0.01% | −9,636−16.0% | Reduced |
| Great Lakes Advisors, LLC | 51,381 | $3.07M | 0.05% | +46,492+951.0% | Added |
| Schonfeld Strategic Advisors LLC | 51,862 | $3.10M | 0.04% | −68,440−56.9% | Reduced |
| Seeyond | 52,206 | $3.12M | 0.30% | +6,630+14.5% | Added |
| Utah Retirement Systems | 52,308 | $3.12M | 0.04% | −2,600−4.7% | Reduced |
| Tudor Investment Corp Et Al | 52,752 | $3.15M | 0.06% | −7,414−12.3% | Reduced |
| British Columbia Investment Management Corp | 53,390 | $3.19M | 0.02% | +65+0.1% | Added |
| HighTower Advisors, LLC | 53,492 | $3.19M | 0.01% | −581−1.1% | Reduced |
| Logan Capital Management Inc | 53,484 | $3.19M | 0.15% | +3,748+7.5% | Added |
| Banque Cantonale Vaudoise | 53,540 | $3.20M | 0.14% | −1,614−2.9% | Reduced |
| Pacer Advisors, Inc. | 56,173 | $3.35M | 0.04% | +22,039+64.6% | Added |
| Securian Asset Management, Inc | 57,525 | $3.44M | 0.07% | −1,513−2.6% | Reduced |
| Gulf International Bank (UK) Ltd | 59,537 | $3.56M | 0.05% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 59,800 | $3.57M | 0.03% | −1,300−2.1% | Reduced |
| Corbyn Investment Management Inc | 60,417 | $3.61M | 1.18% | +9,156+17.9% | Added |
| Sigma Planning Corp | 60,521 | $3.62M | 0.11% | −4,814−7.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 61,241 | $3.66M | 0.01% | +8,003+15.0% | Added |
| Amica Mutual Insurance Co | 62,250 | $3.72M | 0.39% | 00.0% | Unchanged |
| USS Investment Management Ltd | 63,813 | $3.81M | 0.03% | +23,027+56.5% | Added |
| Private Advisor Group, LLC | 64,005 | $3.82M | 0.02% | +24,596+62.4% | Added |
| Bank of Nova Scotia | 64,997 | $3.88M | 0.01% | +4,292+7.1% | Added |
| MetLife Investment Management | 65,420 | $3.91M | 0.04% | −1,689−2.5% | Reduced |
| Wealthfront Advisers LLC | 66,335 | $3.96M | 0.02% | +15,671+30.9% | Added |
| Point72 Asset Management, L.P. | 66,408 | $3.97M | 0.02% | −1,337,500−95.3% | Reduced |
| Miller Howard Investments Inc | 67,128 | $4.01M | 0.17% | −120.0% | Reduced |
| LPL Financial LLC | 69,073 | $4.13M | 0.00% | +3,444+5.2% | Added |
| State of Michigan Retirement System | 72,685 | $4.34M | 0.02% | −100−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 74,532 | $4.45M | 0.01% | −49,392−39.9% | Reduced |
| ProShare Advisors LLC | 74,931 | $4.48M | 0.01% | +6,905+10.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 76,480 | $4.57M | 0.06% | 00.0% | Unchanged |
| Korea Investment CORP | 76,500 | $4.57M | 0.01% | −166,100−68.5% | Reduced |
| Nomura Asset Management Co Ltd | 77,220 | $4.61M | 0.03% | +2,509+3.4% | Added |
| Capital Group Private Client Services, Inc. | 77,232 | $4.61M | 0.05% | +77,232 | New |
| Susquehanna International Group, LLP | 77,437 | $4.63M | 0.01% | −11,054−12.5% | Reduced |
| Amalgamated Bank | 78,288 | $4.68M | 0.04% | −2,821−3.5% | Reduced |