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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 14,575 | $871.0K | 0.02% | −600−4.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,371 | $858.0K | 0.02% | +1,226+9.3% | Added |
| Bahl & Gaynor Inc | 14,063 | $840.0K | 0.01% | +342+2.5% | Added |
| First Republic Investment Management, Inc. | 13,492 | $806.0K | 0.00% | +537+4.1% | Added |
| Advisor Partners LLC | 13,481 | $805.0K | 0.05% | +411+3.1% | Added |
| American National Registered Investment Advisor, Inc. | 13,306 | $795.0K | 0.29% | −27−0.2% | Reduced |
| Gyon Technologies Capital Management, LP | 13,311 | $795.0K | 0.21% | +13,311 | New |
| SG Americas Securities, LLC | 13,196 | $788.0K | 0.00% | −32,003−70.8% | Reduced |
| E. Ohman J:or Asset Management AB | 13,100 | $782.5K | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 12,734 | $764.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,530 | $748.0K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,258 | $732.0K | 0.02% | −231−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,981 | $716.0K | 0.05% | −2,347−16.4% | Reduced |
| Simplex Trading, LLC | 11,838 | $711.0K | 0.03% | +495+4.4% | Added |
| Benjamin Edwards Inc | 11,817 | $706.0K | 0.43% | +11,817 | New |
| Foster & Motley Inc | 11,755 | $702.0K | 0.06% | −465−3.8% | Reduced |
| NFJ Investment Group, LLC | 11,733 | $701.0K | 0.01% | −2,618−18.2% | Reduced |
| Mirabella Financial Services LLP | 11,638 | $695.0K | 0.09% | +3,098+36.3% | Added |
| Kempen Capital Management N.V. | 11,428 | $683.0K | 0.02% | −23,566−67.3% | Reduced |
| Allianz Asset Management GmbH | 11,306 | $676.0K | 0.00% | −88−0.8% | Reduced |
| Colony Group LLC | 11,037 | $659.0K | 0.01% | +542+5.2% | Added |
| Aurora Investment Counsel | 10,977 | $656.0K | 0.46% | +425+4.0% | Added |
| Kestra Advisory Services, LLC | 10,793 | $645.0K | 0.01% | +4,252+65.0% | Added |
| Nomura Holdings Inc | 10,593 | $633.0K | 0.00% | −402,451−97.4% | Reduced |
| Thomas White International Ltd | 10,463 | $625.0K | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 10,431 | $623.0K | 0.04% | −169−1.6% | Reduced |
| Vident Investment Advisory, LLC | 10,403 | $621.0K | 0.02% | +535+5.4% | Added |
| Rafferty Asset Management, LLC | 10,216 | $610.0K | 0.00% | +3,461+51.2% | Added |
| Liontrust Investment Partners LLP | 10,182 | $608.2K | 0.01% | +10,182 | New |
| Apollon Wealth Management, LLC | 10,024 | $599.0K | 0.08% | +10,024 | New |
| Altshuler Shaham Ltd | 9,967 | $598.0K | 0.00% | +1,630+19.6% | Added |
| Northwestern Mutual Wealth Management Co | 9,892 | $590.0K | 0.00% | +748+8.2% | Added |
| Plante Moran Financial Advisors, LLC | 9,745 | $582.0K | 0.13% | −4,576−32.0% | Reduced |
| Prospera Financial Services Inc | 9,721 | $581.0K | 0.03% | +86+0.9% | Added |
| Fiduciary Trust Co | 9,657 | $577.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,437 | $564.0K | 0.02% | +1,111+13.3% | Added |
| Fort Washington Investment Advisors Inc | 9,300 | $555.0K | 0.00% | −300−3.1% | Reduced |
| AGF Investments LLC | 9,245 | $552.0K | 0.05% | −910−9.0% | Reduced |
| CIBC World Markets Inc. | 9,207 | $550.0K | 0.00% | +1,031+12.6% | Added |
| Prelude Capital Management, LLC | 9,045 | $540.0K | 0.03% | +3,350+58.8% | Added |
| Cigna Investments Inc | 8,754 | $524.0K | 0.04% | −200−2.2% | Reduced |
| Acorn Wealth Advisors, LLC | 8,746 | $522.0K | 0.37% | +53+0.6% | Added |
| National Asset Management, Inc. | 8,237 | $492.0K | 0.02% | −369−4.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,208 | $490.0K | 0.09% | −4,115−33.4% | Reduced |
| IBM Retirement Fund | 8,157 | $487.0K | 0.04% | 00.0% | Unchanged |
| World Asset Management Inc | 8,018 | $479.0K | 0.05% | −285−3.4% | Reduced |
| Boit C F David | 7,800 | $466.0K | 0.32% | 00.0% | Unchanged |
| Veritable, L.P. | 7,726 | $461.0K | 0.01% | +123+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,691 | $459.0K | 0.05% | +157+2.1% | Added |
| Kinneret Advisory, LLC | 7,582 | $453.0K | 0.05% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 7,572 | $452.0K | 0.02% | −274−3.5% | Reduced |
| Brasada Capital Management, LP | 7,520 | $449.0K | 0.09% | −1,650−18.0% | Reduced |
| Bessemer Group Inc | 7,453 | $444.0K | 0.00% | +61+0.8% | Added |
| JustInvest LLC | 7,424 | $443.0K | 0.04% | −18−0.2% | Reduced |
| Conning Inc. | 7,174 | $429.0K | 0.01% | −189−2.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,100 | $424.0K | 0.01% | +131+1.9% | Added |
| Whittier Trust Co | 7,080 | $423.0K | 0.01% | +6,396+935.1% | Added |
| Hudson Valley Investment Advisors Inc | 7,065 | $422.0K | 0.07% | +7,065 | New |
| Toews Corp | 7,000 | $418.0K | 0.05% | +7,000 | New |
| Sanford Advisory Services, LLC | 6,906 | $412.0K | 0.10% | +6+0.1% | Added |
| Davenport & Co LLC | 6,868 | $410.0K | 0.00% | +53+0.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 6,843 | $409.0K | 0.31% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 6,821 | $407.0K | 0.37% | −2,988−30.5% | Reduced |
| IFP Advisors, Inc | 6,787 | $404.0K | 0.01% | +578+9.3% | Added |
| Algert Global LLC | 6,535 | $390.0K | 0.05% | −20,187−75.5% | Reduced |
| Commerce Bank | 6,526 | $390.0K | 0.00% | −882−11.9% | Reduced |
| Federated Hermes, Inc. | 6,474 | $387.0K | 0.00% | −2,444−27.4% | Reduced |
| Sciencast Management LP | 6,474 | $386.0K | 0.11% | +6,474 | New |
| Mirador Capital Partners LP | 6,401 | $382.0K | 0.09% | +185+3.0% | Added |
| MML Investors Services, LLC | 6,309 | $377.0K | 0.00% | −206−3.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,279 | $375.0K | 0.02% | −1,200−16.0% | Reduced |
| Wolverine Trading, LLC | 5,998 | $359.0K | 0.01% | −1,128−15.8% | Reduced |
| DuPont Capital Management Corp | 5,997 | $358.0K | 0.01% | −3,829−39.0% | Reduced |
| Banco Santander, S.A. | 5,948 | $355.0K | 0.00% | −7,445−55.6% | Reduced |
| Capula Management Ltd | 5,930 | $354.0K | 0.03% | +1,209+25.6% | Added |
| Engineers Gate Manager LP | 5,616 | $335.0K | 0.02% | −40,805−87.9% | Reduced |
| RFG Advisory, LLC | 5,582 | $333.0K | 0.03% | −5−0.1% | Reduced |
| Cresset Asset Management, LLC | 5,520 | $330.0K | 0.00% | +447+8.8% | Added |
| HighPoint Advisor Group LLC | 5,511 | $329.0K | 0.03% | +1,119+25.5% | Added |
| Beacon Pointe Advisors, LLC | 5,448 | $325.0K | 0.01% | +870+19.0% | Added |
| Bayesian Capital Management, LP | 5,399 | $322.0K | 0.09% | +5,399 | New |
| Segall Bryant & Hamill, LLC | 5,176 | $310.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5,157 | $308.0K | 0.04% | +217+4.4% | Added |
| Bailard, Inc. | 5,056 | $302.0K | 0.01% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 5,000 | $299.0K | 0.03% | −500−9.1% | Reduced |
| Krilogy Financial LLC | 5,000 | $299.0K | 0.03% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,879 | $291.0K | 0.12% | +4,879 | New |
| Vontobel Holding Ltd. | 4,825 | $288.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,801 | $287.0K | 0.01% | +10.0% | Added |
| Pointe Capital Management LLC | 4,667 | $279.0K | 0.19% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,669 | $279.0K | 0.06% | +179+4.0% | Added |
| Boothbay Fund Management, LLC | 4,592 | $274.0K | 0.01% | −315−6.4% | Reduced |
| Fox Run Management, L.L.C. | 4,493 | $268.0K | 0.17% | +4,493 | New |
| Bradley Foster & Sargent Inc | 4,459 | $266.0K | 0.01% | −1,241−21.8% | Reduced |
| Symmetry Partners, LLC | 4,324 | $261.0K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 4,335 | $259.0K | 0.00% | −20.0% | Reduced |
| Tdam USA Inc. | 4,319 | $258.0K | 0.02% | −353−7.6% | Reduced |
| Vestcor Inc | 4,281 | $256.0K | 0.01% | −44,469−91.2% | Reduced |
| First Mercantile Trust Co | 4,278 | $256.0K | 0.03% | −105−2.4% | Reduced |
| Clarius Group, LLC | 4,210 | $251.0K | 0.02% | −107−2.5% | Reduced |