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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 79,800 | $4.77M | 0.05% | +65,100+442.9% | Added |
| Arizona State Retirement System | 81,233 | $4.85M | 0.04% | −436−0.5% | Reduced |
| Mattern Capital Management, LLC | 82,658 | $4.94M | 0.97% | +4,462+5.7% | Added |
| Opus Investment Management Inc | 84,000 | $5.02M | 0.77% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 84,200 | $5.03M | 0.07% | +84,200 | New |
| Fifth Third Bancorp | 84,634 | $5.05M | 0.02% | +250.0% | Added |
| Andra AP-fonden | 84,900 | $5.07M | 0.10% | −11,400−11.8% | Reduced |
| Nicholas Company, Inc. | 89,825 | $5.37M | 0.09% | −350.0% | Reduced |
| Employees Retirement System of Texas | 90,286 | $5.39M | 0.06% | −133,000−59.6% | Reduced |
| Blueshift Asset Management, LLC | 92,688 | $5.54M | 0.31% | +92,688 | New |
| Shell Asset Management Co | 93,378 | $5.58M | 0.13% | −22,900−19.7% | Reduced |
| SEI Investments Co | 94,752 | $5.66M | 0.01% | −30,380−24.3% | Reduced |
| Natixis Advisors, L.P. | 96,434 | $5.76M | 0.02% | +35,294+57.7% | Added |
| Teacher Retirement System of Texas | 99,425 | $5.94M | 0.03% | −35,657−26.4% | Reduced |
| Retirement Systems of Alabama | 99,470 | $5.94M | 0.02% | −6,415−6.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 101,699 | $6.07M | 0.03% | −6,392−5.9% | Reduced |
| Stifel Financial Corp | 102,186 | $6.10M | 0.01% | −3,025−2.9% | Reduced |
| Royal London Asset Management Ltd | 103,980 | $6.21M | 0.03% | −3,332−3.1% | Reduced |
| Janus Henderson Group PLC | 105,777 | $6.32M | 0.00% | −104,802−49.8% | Reduced |
| American National Insurance Co | 106,600 | $6.37M | 0.24% | −100−0.1% | Reduced |
| Comerica Bank | 105,911 | $6.47M | 0.04% | −15,374−12.7% | Reduced |
| Treasurer of the State of North Carolina | 108,381 | $6.47M | 0.04% | +3,499+3.3% | Added |
| Schroder Investment Management Group | 110,802 | $6.62M | 0.01% | −5,683−4.9% | Reduced |
| Howe & Rusling Inc | 111,259 | $6.65M | 0.83% | +111,259 | New |
| Moody National Bank Trust Division | 112,806 | $6.74M | 0.10% | −127−0.1% | Reduced |
| American International Group, Inc. | 113,507 | $6.78M | 0.04% | −1,810−1.6% | Reduced |
| MUFG Americas Holdings Corp | 115,661 | $6.91M | 0.13% | +3,504+3.1% | Added |
| Chartwell Investment Partners, LLC | 124,877 | $7.46M | 0.23% | −18,197−12.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127,818 | $7.63M | 0.04% | +14,738+13.0% | Added |
| State of Alaska, Department of Revenue | 129,527 | $7.74M | 0.08% | −4,220−3.2% | Reduced |
| Telemus Capital, LLC | 129,849 | $7.76M | 0.66% | +452+0.3% | Added |
| Holocene Advisors, LP | 132,645 | $7.92M | 0.05% | +132,645 | New |
| Squarepoint Ops LLC | 139,634 | $8.34M | 0.06% | −299,893−68.2% | Reduced |
| Panagora Asset Management Inc | 140,306 | $8.38M | 0.04% | −10,431−6.9% | Reduced |
| Natixis | 140,332 | $8.38M | 0.03% | +96,610+221.0% | Added |
| Worldquant Millennium Advisors LLC | 145,091 | $8.67M | 0.19% | +46,341+46.9% | Added |
| Toronto Dominion Bank | 145,230 | $8.68M | 0.01% | −22,484−13.4% | Reduced |
| State of New Jersey Common Pension Fund D | 147,202 | $8.79M | 0.03% | +2,293+1.6% | Added |
| CIBC Asset Management Inc | 152,059 | $9.08M | 0.04% | +959+0.6% | Added |
| Calamos Advisors LLC | 152,920 | $9.13M | 0.04% | +13,493+9.7% | Added |
| Westwood Holdings Group Inc. | 157,631 | $9.41M | 0.10% | −9,058−5.4% | Reduced |
| M&T Bank Corp | 158,758 | $9.48M | 0.04% | −2,081−1.3% | Reduced |
| Public Employees Retirement System of Ohio | 161,410 | $9.64M | 0.03% | −4,906−2.9% | Reduced |
| RWC Asset Management LLP | 163,417 | $9.76M | 0.30% | +5,600+3.5% | Added |
| Ensign Peak Advisors, Inc | 164,177 | $9.80M | 0.02% | +17,607+12.0% | Added |
| Cubist Systematic Strategies, LLC | 166,092 | $9.92M | 0.12% | −207,937−55.6% | Reduced |
| Great West Life Assurance Co | 177,358 | $10.7M | 0.02% | −7,913−4.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 180,144 | $10.8M | 0.04% | −7,992−4.2% | Reduced |
| US Bancorp | 187,276 | $11.2M | 0.02% | −1,945−1.0% | Reduced |
| Epoch Investment Partners, Inc. | 189,523 | $11.3M | 0.06% | −240−0.1% | Reduced |
| Gradient Investments LLC | 198,228 | $11.8M | 0.33% | +7,019+3.7% | Added |
| Thrivent Financial for Lutherans | 198,973 | $11.9M | 0.02% | +186,304+1,470.6% | Added |
| Gabelli Funds LLC | 202,150 | $12.1M | 0.08% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 202,024 | $12.1M | 0.02% | +202,024 | New |
| Susquehanna Fundamental Investments, LLC | 208,744 | $12.5M | 0.23% | +115,819+124.6% | Added |
| Guggenheim Capital LLC | 209,500 | $12.5M | 0.08% | −25,254−10.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 213,969 | $12.8M | 0.08% | +2,100+1.0% | Added |
| Russell Investments Group, Ltd. | 216,397 | $12.9M | 0.02% | −57,723−21.1% | Reduced |
| Hennessy Advisors Inc | 228,098 | $13.6M | 0.81% | −6,300−2.7% | Reduced |
| UBS Group AG | 243,365 | $14.5M | 0.01% | +49,625+25.6% | Added |
| HSBC Holdings PLC | 244,855 | $14.6M | 0.02% | +14,935+6.5% | Added |
| Nisa Investment Advisors, LLC | 246,698 | $14.7M | 0.09% | +22,400+10.0% | Added |
| AQR Capital Management LLC | 249,547 | $14.9M | 0.03% | +56,966+29.6% | Added |
| Prudential Financial Inc | 250,865 | $15.3M | 0.02% | +3,319+1.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 268,496 | $16.0M | 0.19% | +74,391+38.3% | Added |
| CIBC Private Wealth Group, LLC | 271,105 | $16.2M | 0.04% | −59,052−17.9% | Reduced |
| Magellan Asset Management Ltd | 275,565 | $16.5M | 0.03% | +48,134+21.2% | Added |
| New York State Common Retirement Fund | 276,580 | $16.5M | 0.02% | +1,280+0.5% | Added |
| State of Wisconsin Investment Board | 279,830 | $16.7M | 0.03% | +11,219+4.2% | Added |
| Manufacturers Life Insurance Company, The | 287,642 | $17.2M | 0.01% | +14,273+5.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 298,324 | $17.8M | 0.04% | −10,580−3.4% | Reduced |
| Asset Management One Co.,Ltd. | 298,717 | $17.8M | 0.07% | −4,119−1.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 309,761 | $18.5M | 0.04% | −254,500−45.1% | Reduced |
| Voya Investment Management LLC | 311,421 | $18.6M | 0.04% | +195,307+168.2% | Added |
| AMP Capital Investors Ltd | 312,131 | $18.6M | 0.10% | +35,238+12.7% | Added |
| American Century Companies Inc | 312,534 | $18.7M | 0.01% | −23,117−6.9% | Reduced |
| BNP Paribas Arbitrage, SA | 319,453 | $19.1M | 0.05% | +67,404+26.7% | Added |
| FMR LLC | 320,892 | $19.2M | 0.00% | +3,319+1.0% | Added |
| Envestnet Asset Management Inc | 328,125 | $19.6M | 0.01% | +14,313+4.6% | Added |
| Aviva PLC | 329,396 | $19.7M | 0.09% | +236,893+256.1% | Added |
| New York State Teachers Retirement System | 331,260 | $19.8M | 0.04% | +390+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 350,454 | $20.9M | 0.79% | +19,771+6.0% | Added |
| Cidel Asset Management Inc | 366,001 | $21.9M | 0.89% | +97,105+36.1% | Added |
| Personal Capital Advisors Corp | 371,749 | $22.2M | 0.11% | +29,867+8.7% | Added |
| Alliancebernstein L.P. | 377,175 | $22.5M | 0.01% | +1680.0% | Added |
| D. E. Shaw & Co., Inc. | 381,247 | $22.8M | 0.03% | −756,139−66.5% | Reduced |
| Man Group plc | 381,567 | $22.8M | 0.08% | −215,462−36.1% | Reduced |
| Raymond James & Associates | 383,051 | $22.9M | 0.02% | +3,766+1.0% | Added |
| State Board of Administration of Florida Retirement System | 388,450 | $23.2M | 0.05% | −13,127−3.3% | Reduced |
| Canada Pension Plan Investment Board | 398,978 | $23.8M | 0.03% | +156,810+64.8% | Added |
| Keybank National Association | 418,439 | $25.0M | 0.11% | −5,580−1.3% | Reduced |
| National Pension Service | 451,679 | $27.0M | 0.05% | −4,473−1.0% | Reduced |
| Martingale Asset Management L P | 455,266 | $27.2M | 0.36% | +50,176+12.4% | Added |
| Bruce & Co., Inc. | 468,500 | $28.0M | 5.95% | −23,300−4.7% | Reduced |
| Voloridge Investment Management, LLC | 477,291 | $28.5M | 0.18% | +66,505+16.2% | Added |
| Rhumbline Advisers | 483,631 | $28.9M | 0.04% | −10,989−2.2% | Reduced |
| California State Teachers Retirement System | 487,161 | $29.1M | 0.04% | −6,391−1.3% | Reduced |
| Truist Financial Corp | 496,892 | $29.7M | 0.05% | +18,308+3.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 552,374 | $33.0M | 0.05% | +111,600+25.3% | Added |
| Scout Investments, Inc. | 583,950 | $34.9M | 0.52% | +583,950 | New |