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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 590,469 | $35.3M | 0.02% | +11,102+1.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 598,998 | $35.8M | 0.36% | +482,328+413.4% | Added |
| Barclays PLC | 606,281 | $36.2M | 0.03% | −83,579−12.1% | Reduced |
| Citigroup Inc | 627,399 | $37.5M | 0.04% | +38,907+6.6% | Added |
| Ci Investments Inc. | 631,778 | $37.7M | 0.14% | +1,520+0.2% | Added |
| Deutsche Bank AG | 649,744 | $38.8M | 0.02% | −315,975−32.7% | Reduced |
| Victory Capital Management Inc | 661,295 | $39.5M | 0.04% | −151,913−18.7% | Reduced |
| State of Tennessee, Treasury Department | 705,528 | $42.1M | 0.16% | +123,005+21.1% | Added |
| Millennium Management LLC | 709,087 | $42.4M | 0.06% | +83,861+13.4% | Added |
| ExodusPoint Capital Management, LP | 723,946 | $43.2M | 0.65% | −445,988−38.1% | Reduced |
| Credit Suisse AG | 763,839 | $45.6M | 0.04% | −69,132−8.3% | Reduced |
| Partners Group Holding AG | 801,705 | $47.9M | 3.33% | −83,735−9.5% | Reduced |
| Old Republic International Corporation | 825,000 | $49.3M | 1.03% | +150,000+22.2% | Added |
| Macquarie Group Ltd | 831,696 | $49.7M | 0.04% | −31,133−3.6% | Reduced |
| Cbre Clarion Securities LLC | 832,796 | $49.7M | 0.88% | +262,773+46.1% | Added |
| STRS Ohio | 852,829 | $50.9M | 0.19% | −4,915−0.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 897,266 | $53.6M | 0.03% | −65,691−6.8% | Reduced |
| Amundi | 910,386 | $54.4M | 0.04% | +58,746+6.9% | Added |
| Capital World Investors | 922,849 | $55.1M | 0.01% | −3,469,400−79.0% | Reduced |
| Dimensional Fund Advisors LP | 929,362 | $55.5M | 0.02% | −1,503−0.2% | Reduced |
| Renaissance Technologies LLC | 932,100 | $55.7M | 0.07% | −569,100−37.9% | Reduced |
| Pendal Group Limited | 954,354 | $57.0M | 0.47% | +189,042+24.7% | Added |
| Royal Bank of Canada | 964,430 | $57.6M | 0.02% | +226,173+30.6% | Added |
| Morgan Stanley | 1,010,733 | $60.4M | 0.01% | −365,307−26.5% | Reduced |
| TD Asset Management Inc | 1,080,050 | $64.5M | 0.07% | −8,048−0.7% | Reduced |
| Energy Income Partners, LLC | 1,091,823 | $65.2M | 1.62% | +326,529+42.7% | Added |
| Swiss National Bank | 1,146,017 | $68.5M | 0.04% | −31,400−2.7% | Reduced |
| First Trust Advisors LP | 1,206,269 | $72.1M | 0.08% | −41,382−3.3% | Reduced |
| Nuveen Asset Management, LLC | 1,242,854 | $74.2M | 0.02% | −276,656−18.2% | Reduced |
| APG Asset Management N.V. | 1,458,799 | $75.2M | 0.13% | −47,803−3.2% | Reduced |
| Norges Bank | 1,349,331 | $80.6M | 0.02% | −105,391−7.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,390,665 | $83.1M | 0.03% | +28,728+2.1% | Added |
| Lord, Abbett & Co. LLC | 1,438,724 | $85.9M | 0.21% | −43,604−2.9% | Reduced |
| Parametric Portfolio Associates LLC | 1,464,161 | $87.5M | 0.05% | +15,297+1.1% | Added |
| UBS Asset Management Americas Inc | 1,472,049 | $87.9M | 0.04% | +250,920+20.5% | Added |
| Eaton Vance Management | 1,613,189 | $96.1M | 0.13% | −291,477−15.3% | Reduced |
| Cohen & Steers, Inc. | 1,611,367 | $96.2M | 0.18% | +5,093+0.3% | Added |
| Bank of Montreal | 1,728,947 | $104.1M | 0.05% | +575,456+49.9% | Added |
| ClearBridge Investments Ltd | 1,835,131 | $109.6M | 3.60% | +635,793+53.0% | Added |
| Reaves W H & Co Inc | 1,880,551 | $112.3M | 3.58% | −8,656−0.5% | Reduced |
| Brookfield Asset Management Inc. | 2,021,307 | $120.7M | 0.49% | +39,035+2.0% | Added |
| Jennison Associates LLC | 2,088,435 | $124.7M | 0.08% | +44,859+2.2% | Added |
| Duff & Phelps Investment Management Co | 2,102,571 | $125.6M | 1.64% | +148,585+7.6% | Added |
| California Public Employees Retirement System | 2,238,372 | $133.7M | 0.10% | +36,195+1.6% | Added |
| Wells Fargo & Company | 2,437,306 | $145.6M | 0.03% | +62,153+2.6% | Added |
| Bank of America Corp | 2,486,368 | $148.5M | 0.02% | +182,389+7.9% | Added |
| Standard Life Aberdeen plc | 2,492,527 | $148.9M | 0.34% | −328,099−11.6% | Reduced |
| FIL Ltd | 2,754,742 | $164.5M | 0.18% | −109,013−3.8% | Reduced |
| Massachusetts Financial Services Co | 2,762,053 | $165.0M | 0.05% | +8,611+0.3% | Added |
| Zimmer Partners, LP | 2,782,400 | $166.2M | 2.63% | +332,100+13.6% | Added |
| Northern Trust Corp | 3,295,323 | $196.8M | 0.03% | +95,258+3.0% | Added |
| Ameriprise Financial Inc | 3,523,328 | $210.4M | 0.07% | +29,771+0.9% | Added |
| Invesco Ltd. | 3,864,968 | $230.9M | 0.06% | +93,099+2.5% | Added |
| Legal & General Group Plc | 4,005,552 | $239.3M | 0.08% | +71,183+1.8% | Added |
| Goldman Sachs Group Inc | 4,228,911 | $252.6M | 0.06% | −100,228−2.3% | Reduced |
| Geode Capital Management, LLC | 5,345,166 | $318.4M | 0.04% | +92,145+1.8% | Added |
| Bank of New York Mellon Corp | 5,505,480 | $328.8M | 0.06% | +370,081+7.2% | Added |
| Pictet Asset Management SA | 5,510,917 | $329.2M | 0.36% | +5,510,917 | New |
| Franklin Resources Inc | 7,112,050 | $424.8M | 0.16% | −17,977−0.3% | Reduced |
| Capital Research Global Investors | 7,205,053 | $430.4M | 0.10% | +5100.0% | Added |
| Capital International Investors | 11,500,901 | $687.0M | 0.16% | +1,000,461+9.5% | Added |
| State Street Corp | 14,679,534 | $876.8M | 0.05% | +416,004+2.9% | Added |
| JPMorgan Chase & Co | 15,787,330 | $943.0M | 0.13% | −1,683,380−9.6% | Reduced |
| Price T Rowe Associates Inc | 17,026,924 | $1.02B | 0.10% | +9,207,824+117.8% | Added |
| BlackRock Inc. | 25,261,876 | $1.51B | 0.04% | −211,111−0.8% | Reduced |
| Vanguard Group Inc | 36,256,462 | $2.17B | 0.05% | +406,810+1.1% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −257,911−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −236,700−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −145,643−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −145,398−100.0% | Sold out |
| LNZ Capital LP | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Coann Capital LLC | 0 | $0 | 0.00% | −117,385−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −105,714−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −94,313−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −76,685−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −52,965−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −43,415−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −18,494−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −41,349−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −32,071−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −30,589−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −26,340−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −23,135−100.0% | Sold out |
| Hedeker Wealth, LLC | 0 | $0 | 0.00% | −22,049−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −21,002−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −19,343−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −18,629−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,331−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,110−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −13,825−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,341−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −8,756−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −8,450−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −7,675−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −7,646−100.0% | Sold out |