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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 50,477 | $3.02M | 0.01% | −9,636−16.0% | Reduced |
| Public Sector Pension Investment Board | 48,886 | $2.92M | 0.02% | +1,623+3.4% | Added |
| Commonwealth Equity Services, LLC | 48,736 | $2.91M | 0.01% | +357+0.7% | Added |
| DnB Asset Management AS | 47,475 | $2.84M | 0.02% | +106+0.2% | 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 |
| AE Wealth Management LLC | 46,982 | $2.81M | 0.02% | +6,984+17.5% | Added |
| IndexIQ Advisors LLC | 46,523 | $2.78M | 0.09% | −703−1.5% | Reduced |
| Van Eck Associates Corp | 45,903 | $2.74M | 0.01% | +3,805+9.0% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 45,600 | $2.72M | 0.32% | +5,560+13.9% | Added |
| Capital International Sarl | 44,920 | $2.68M | 0.24% | +5,788+14.8% | Added |
| Texas Permanent School Fund | 44,749 | $2.67M | 0.03% | −3,339−6.9% | Reduced |
| Mackay Shields LLC | 44,272 | $2.64M | 0.02% | −1,280−2.8% | Reduced |
| Assenagon Asset Management S.A. | 43,804 | $2.62M | 0.01% | −563,180−92.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 41,228 | $2.46M | 0.01% | −37,519−47.6% | Reduced |
| Advisor Group Holdings, Inc. | 39,378 | $2.35M | 0.00% | +2,680+7.3% | Added |
| Nissay Asset Management Corp | 38,829 | $2.32M | 0.02% | +1,291+3.4% | Added |
| Prudential PLC | 38,187 | $2.28M | 0.03% | −157,010−80.4% | Reduced |
| Mutual of America Capital Management LLC | 38,003 | $2.27M | 0.02% | +222+0.6% | Added |
| IFM Investors Pty Ltd | 37,356 | $2.23M | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 36,785 | $2.20M | 0.01% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 36,582 | $2.19M | 0.03% | −173,500−82.6% | Reduced |
| People's United Financial, Inc. | 36,015 | $2.15M | 0.05% | −357−1.0% | 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 |
| Exchange Capital Management, Inc. | 35,430 | $2.12M | 0.41% | −4,801−11.9% | Reduced |
| Baird Financial Group, Inc. | 34,572 | $2.06M | 0.01% | +2,545+7.9% | Added |
| Crossmark Global Holdings, Inc. | 34,075 | $2.04M | 0.05% | +980+3.0% | Added |
| Metropolitan Life Insurance Co | 34,055 | $2.03M | 0.03% | −1,136−3.2% | Reduced |
| MD Financial Management Inc. | 33,223 | $1.98M | 0.05% | +97+0.3% | Added |
| WealthTrust Axiom LLC | 31,850 | $1.90M | 0.64% | 00.0% | Unchanged |
| KBC Group NV | 31,309 | $1.87M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 31,051 | $1.85M | 0.00% | −1,313−4.1% | Reduced |
| Cox Capital Mgt LLC | 31,039 | $1.85M | 1.25% | +293+1.0% | Added |
| GWM Advisors LLC | 30,602 | $1.83M | 0.05% | −14,051−31.5% | Reduced |
| Illinois Municipal Retirement Fund | 30,498 | $1.82M | 0.07% | +24,150+380.4% | Added |
| First Manhattan Co | 28,782 | $1.72M | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 28,384 | $1.70M | 0.11% | −2,175−7.1% | Reduced |
| Gamco Investors, Inc. Et Al | 28,200 | $1.68M | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 27,964 | $1.67M | 0.02% | +27,964 | New |
| Dean Investment Associates, LLC | 27,148 | $1.62M | 0.31% | +1,684+6.6% | Added |
| New England Asset Management Inc | 27,053 | $1.62M | 0.03% | 00.0% | Unchanged |
| 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 |
| Oxler Private Wealth LLC | 26,845 | $1.60M | 0.71% | +1,500+5.9% | Added |
| Norinchukin Bank, The | 25,116 | $1.50M | 0.02% | +1,182+4.9% | Added |
| Citadel Advisors LLC | 25,057 | $1.50M | 0.00% | −845,588−97.1% | Reduced |
| ING Groep NV | 24,318 | $1.45M | 0.02% | +544+2.3% | Added |
| Oregon Public Employees Retirement Fund | 24,096 | $1.44M | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 23,482 | $1.40M | 0.12% | +31+0.1% | Added |
| Capital International Inc | 23,180 | $1.39M | 0.01% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 22,420 | $1.34M | 0.17% | +46+0.2% | Added |
| Maryland State Retirement & Pension System | 21,844 | $1.31M | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,412 | $1.28M | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 20,792 | $1.24M | 0.15% | +16,068+340.1% | Added |
| Westpac Banking Corp | 20,592 | $1.23M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 20,212 | $1.21M | 0.01% | +3,930+24.1% | Added |
| Elo Mutual Pension Insurance Co | 20,114 | $1.20M | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 20,069 | $1.20M | 0.00% | +5,253+35.5% | Added |
| Tiaa, FSB | 19,645 | $1.17M | 0.00% | −56−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,486 | $1.16M | 0.03% | −110−0.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 19,100 | $1.14M | 0.01% | +4,600+31.7% | Added |
| Hantz Financial Services, Inc. | 19,034 | $1.14M | 0.04% | −178−0.9% | Reduced |
| New Mexico Educational Retirement Board | 18,910 | $1.13M | 0.04% | −400−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,524 | $1.12M | 0.02% | +18,524 | New |
| Hennion & Walsh Asset Management, Inc. | 18,456 | $1.10M | 0.06% | −437−2.3% | Reduced |
| Sumitomo Life Insurance Co | 18,334 | $1.09M | 0.03% | −772−4.0% | Reduced |
| Louisiana State Employees Retirement System | 18,000 | $1.07M | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 17,981 | $1.07M | 0.00% | +3,461+23.8% | Added |
| PFS Investments Inc. | 17,886 | $1.06M | 0.02% | +890+5.2% | 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 |
| Tower Research Capital LLC (TRC) | 17,324 | $1.03M | 0.03% | +10,797+165.4% | Added |
| Kentucky Retirement Systems | 17,208 | $1.03M | 0.05% | +352+2.1% | Added |
| Chesley Taft & Associates LLC | 17,075 | $1.02M | 0.06% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 16,828 | $1.00M | 0.03% | +7,862+87.7% | Added |
| Lazard Asset Management LLC | 16,783 | $1.00M | 0.00% | +6,682+66.2% | Added |
| Greenleaf Trust | 16,698 | $997.0K | 0.01% | −10,295−38.1% | Reduced |
| Neuberger Berman Group LLC | 18,554 | $995.0K | 0.00% | −1,853−9.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,441 | $982.0K | 0.00% | +457+2.9% | Added |
| CIBC World Markets Corp | 16,329 | $975.0K | 0.01% | −145,769−89.9% | Reduced |
| Daiwa Securities Group Inc. | 16,303 | $974.0K | 0.01% | +766+4.9% | Added |
| Advisors Asset Management, Inc. | 16,209 | $968.0K | 0.01% | −1,808−10.0% | Reduced |
| Creative Planning | 16,191 | $967.0K | 0.00% | +2,486+18.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,139 | $964.0K | 0.00% | −577−3.5% | Reduced |
| AXA S.A. | 16,100 | $962.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 15,906 | $950.0K | 0.03% | +3,722+30.5% | Added |
| San Luis Wealth Advisors LLC | 15,800 | $944.0K | 0.53% | +15,800 | New |
| Kesler, Norman & Wride, LLC | 15,698 | $938.0K | 0.22% | +99+0.6% | Added |
| Brinker Capital Investments, LLC | 15,828 | $935.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,428 | $922.0K | 0.01% | +845+5.8% | Added |
| 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 |
| Acadian Asset Management LLC | 15,266 | $910.0K | 0.00% | −57,758−79.1% | Reduced |
| Teza Capital Management LLC | 15,016 | $897.0K | 0.43% | +1,104+7.9% | Added |
| Avantax Advisory Services, Inc. | 15,003 | $896.0K | 0.01% | −50.0% | Reduced |
| Dana Investment Advisors, Inc. | 14,979 | $895.0K | 0.04% | −533−3.4% | Reduced |
| Xponance, Inc. | 14,771 | $882.0K | 0.02% | −1,365−8.5% | Reduced |
| Homrich & Berg | 14,646 | $875.0K | 0.02% | −680−4.4% | Reduced |
| Harbour Investments, Inc. | 14,597 | $872.0K | 0.03% | −262−1.8% | Reduced |