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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 271,105 | $16.2M | 0.04% | −59,052−17.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 268,496 | $16.0M | 0.19% | +74,391+38.3% | Added |
| Prudential Financial Inc | 250,865 | $15.3M | 0.02% | +3,319+1.3% | Added |
| AQR Capital Management LLC | 249,547 | $14.9M | 0.03% | +56,966+29.6% | Added |
| Nisa Investment Advisors, LLC | 246,698 | $14.7M | 0.09% | +22,400+10.0% | Added |
| HSBC Holdings PLC | 244,855 | $14.6M | 0.02% | +14,935+6.5% | Added |
| UBS Group AG | 243,365 | $14.5M | 0.01% | +49,625+25.6% | Added |
| Hennessy Advisors Inc | 228,098 | $13.6M | 0.81% | −6,300−2.7% | Reduced |
| Russell Investments Group, Ltd. | 216,397 | $12.9M | 0.02% | −57,723−21.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 213,969 | $12.8M | 0.08% | +2,100+1.0% | Added |
| Guggenheim Capital LLC | 209,500 | $12.5M | 0.08% | −25,254−10.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 208,744 | $12.5M | 0.23% | +115,819+124.6% | Added |
| 1832 Asset Management L.P. | 202,024 | $12.1M | 0.02% | +202,024 | New |
| Gabelli Funds LLC | 202,150 | $12.1M | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 198,973 | $11.9M | 0.02% | +186,304+1,470.6% | Added |
| Gradient Investments LLC | 198,228 | $11.8M | 0.33% | +7,019+3.7% | Added |
| Epoch Investment Partners, Inc. | 189,523 | $11.3M | 0.06% | −240−0.1% | Reduced |
| US Bancorp | 187,276 | $11.2M | 0.02% | −1,945−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 180,144 | $10.8M | 0.04% | −7,992−4.2% | Reduced |
| Great West Life Assurance Co | 177,358 | $10.7M | 0.02% | −7,913−4.3% | Reduced |
| Cubist Systematic Strategies, LLC | 166,092 | $9.92M | 0.12% | −207,937−55.6% | Reduced |
| Ensign Peak Advisors, Inc | 164,177 | $9.80M | 0.02% | +17,607+12.0% | Added |
| RWC Asset Management LLP | 163,417 | $9.76M | 0.30% | +5,600+3.5% | Added |
| Public Employees Retirement System of Ohio | 161,410 | $9.64M | 0.03% | −4,906−2.9% | Reduced |
| M&T Bank Corp | 158,758 | $9.48M | 0.04% | −2,081−1.3% | Reduced |
| Westwood Holdings Group Inc. | 157,631 | $9.41M | 0.10% | −9,058−5.4% | Reduced |
| Calamos Advisors LLC | 152,920 | $9.13M | 0.04% | +13,493+9.7% | Added |
| CIBC Asset Management Inc | 152,059 | $9.08M | 0.04% | +959+0.6% | Added |
| State of New Jersey Common Pension Fund D | 147,202 | $8.79M | 0.03% | +2,293+1.6% | Added |
| Toronto Dominion Bank | 145,230 | $8.68M | 0.01% | −22,484−13.4% | Reduced |
| Worldquant Millennium Advisors LLC | 145,091 | $8.67M | 0.19% | +46,341+46.9% | Added |
| Natixis | 140,332 | $8.38M | 0.03% | +96,610+221.0% | Added |
| Panagora Asset Management Inc | 140,306 | $8.38M | 0.04% | −10,431−6.9% | Reduced |
| Squarepoint Ops LLC | 139,634 | $8.34M | 0.06% | −299,893−68.2% | Reduced |
| Holocene Advisors, LP | 132,645 | $7.92M | 0.05% | +132,645 | New |
| Telemus Capital, LLC | 129,849 | $7.76M | 0.66% | +452+0.3% | Added |
| State of Alaska, Department of Revenue | 129,527 | $7.74M | 0.08% | −4,220−3.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127,818 | $7.63M | 0.04% | +14,738+13.0% | Added |
| Chartwell Investment Partners, LLC | 124,877 | $7.46M | 0.23% | −18,197−12.7% | Reduced |
| MUFG Americas Holdings Corp | 115,661 | $6.91M | 0.13% | +3,504+3.1% | Added |
| American International Group, Inc. | 113,507 | $6.78M | 0.04% | −1,810−1.6% | Reduced |
| Moody National Bank Trust Division | 112,806 | $6.74M | 0.10% | −127−0.1% | Reduced |
| Howe & Rusling Inc | 111,259 | $6.65M | 0.83% | +111,259 | New |
| Schroder Investment Management Group | 110,802 | $6.62M | 0.01% | −5,683−4.9% | Reduced |
| Treasurer of the State of North Carolina | 108,381 | $6.47M | 0.04% | +3,499+3.3% | Added |
| Comerica Bank | 105,911 | $6.47M | 0.04% | −15,374−12.7% | Reduced |
| American National Insurance Co | 106,600 | $6.37M | 0.24% | −100−0.1% | Reduced |
| Janus Henderson Group PLC | 105,777 | $6.32M | 0.00% | −104,802−49.8% | Reduced |
| Royal London Asset Management Ltd | 103,980 | $6.21M | 0.03% | −3,332−3.1% | Reduced |
| Stifel Financial Corp | 102,186 | $6.10M | 0.01% | −3,025−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 101,699 | $6.07M | 0.03% | −6,392−5.9% | Reduced |
| Retirement Systems of Alabama | 99,470 | $5.94M | 0.02% | −6,415−6.1% | Reduced |
| Teacher Retirement System of Texas | 99,425 | $5.94M | 0.03% | −35,657−26.4% | Reduced |
| Natixis Advisors, L.P. | 96,434 | $5.76M | 0.02% | +35,294+57.7% | Added |
| SEI Investments Co | 94,752 | $5.66M | 0.01% | −30,380−24.3% | Reduced |
| Shell Asset Management Co | 93,378 | $5.58M | 0.13% | −22,900−19.7% | Reduced |
| Blueshift Asset Management, LLC | 92,688 | $5.54M | 0.31% | +92,688 | New |
| Employees Retirement System of Texas | 90,286 | $5.39M | 0.06% | −133,000−59.6% | Reduced |
| Nicholas Company, Inc. | 89,825 | $5.37M | 0.09% | −350.0% | Reduced |
| Andra AP-fonden | 84,900 | $5.07M | 0.10% | −11,400−11.8% | Reduced |
| Fifth Third Bancorp | 84,634 | $5.05M | 0.02% | +250.0% | Added |
| MUFG Securities EMEA plc | 84,200 | $5.03M | 0.07% | +84,200 | New |
| Opus Investment Management Inc | 84,000 | $5.02M | 0.77% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 82,658 | $4.94M | 0.97% | +4,462+5.7% | Added |
| Arizona State Retirement System | 81,233 | $4.85M | 0.04% | −436−0.5% | Reduced |
| Forsta Ap-Fonden | 79,800 | $4.77M | 0.05% | +65,100+442.9% | Added |
| Amalgamated Bank | 78,288 | $4.68M | 0.04% | −2,821−3.5% | Reduced |
| Susquehanna International Group, LLP | 77,437 | $4.63M | 0.01% | −11,054−12.5% | Reduced |
| Capital Group Private Client Services, Inc. | 77,232 | $4.61M | 0.05% | +77,232 | New |
| Nomura Asset Management Co Ltd | 77,220 | $4.61M | 0.03% | +2,509+3.4% | Added |
| Korea Investment CORP | 76,500 | $4.57M | 0.01% | −166,100−68.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 76,480 | $4.57M | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 74,931 | $4.48M | 0.01% | +6,905+10.2% | Added |
| DekaBank Deutsche Girozentrale | 74,532 | $4.45M | 0.01% | −49,392−39.9% | Reduced |
| State of Michigan Retirement System | 72,685 | $4.34M | 0.02% | −100−0.1% | Reduced |
| LPL Financial LLC | 69,073 | $4.13M | 0.00% | +3,444+5.2% | Added |
| Miller Howard Investments Inc | 67,128 | $4.01M | 0.17% | −120.0% | Reduced |
| Point72 Asset Management, L.P. | 66,408 | $3.97M | 0.02% | −1,337,500−95.3% | Reduced |
| Wealthfront Advisers LLC | 66,335 | $3.96M | 0.02% | +15,671+30.9% | Added |
| MetLife Investment Management | 65,420 | $3.91M | 0.04% | −1,689−2.5% | Reduced |
| Bank of Nova Scotia | 64,997 | $3.88M | 0.01% | +4,292+7.1% | Added |
| Private Advisor Group, LLC | 64,005 | $3.82M | 0.02% | +24,596+62.4% | Added |
| USS Investment Management Ltd | 63,813 | $3.81M | 0.03% | +23,027+56.5% | Added |
| Amica Mutual Insurance Co | 62,250 | $3.72M | 0.39% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 61,241 | $3.66M | 0.01% | +8,003+15.0% | Added |
| Sigma Planning Corp | 60,521 | $3.62M | 0.11% | −4,814−7.4% | Reduced |
| Corbyn Investment Management Inc | 60,417 | $3.61M | 1.18% | +9,156+17.9% | Added |
| Alberta Investment Management Corp | 59,800 | $3.57M | 0.03% | −1,300−2.1% | Reduced |
| Gulf International Bank (UK) Ltd | 59,537 | $3.56M | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 57,525 | $3.44M | 0.07% | −1,513−2.6% | Reduced |
| Pacer Advisors, Inc. | 56,173 | $3.35M | 0.04% | +22,039+64.6% | Added |
| Banque Cantonale Vaudoise | 53,540 | $3.20M | 0.14% | −1,614−2.9% | Reduced |
| 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 |
| British Columbia Investment Management Corp | 53,390 | $3.19M | 0.02% | +65+0.1% | Added |
| Tudor Investment Corp Et Al | 52,752 | $3.15M | 0.06% | −7,414−12.3% | Reduced |
| Utah Retirement Systems | 52,308 | $3.12M | 0.04% | −2,600−4.7% | Reduced |
| Seeyond | 52,206 | $3.12M | 0.30% | +6,630+14.5% | Added |
| Schonfeld Strategic Advisors LLC | 51,862 | $3.10M | 0.04% | −68,440−56.9% | Reduced |
| Great Lakes Advisors, LLC | 51,381 | $3.07M | 0.05% | +46,492+951.0% | Added |