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, Q4 2021
Institutional positions in CMS Energy Corp as of Dec 31, 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
- 584
- +26 vs. Q3 2021
- Shares held
- 264.5M
- −213.2K (−0.1%) vs. Q3 2021
- Total value
- $17.2B
- +$1.39B (+8.8%) vs. Q3 2021
- New holders
- 85
- 176 more added
- Sold out
- 59
- 220 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 35,958,215 | $2.34B | 0.05% | −298,247−0.8% | Reduced |
| BlackRock Inc. | 26,291,806 | $1.71B | 0.04% | +1,029,930+4.1% | Added |
| Price T Rowe Associates Inc | 20,224,988 | $1.32B | 0.12% | +3,198,064+18.8% | Added |
| JPMorgan Chase & Co | 15,976,622 | $1.04B | 0.13% | +189,292+1.2% | Added |
| State Street Corp | 14,718,646 | $957.4M | 0.05% | +39,112+0.3% | Added |
| Capital International Investors | 11,518,370 | $749.3M | 0.16% | +17,469+0.2% | Added |
| Capital Research Global Investors | 7,207,011 | $468.8M | 0.10% | +1,9580.0% | Added |
| Franklin Resources Inc | 7,111,702 | $462.6M | 0.17% | −3480.0% | Reduced |
| Geode Capital Management, LLC | 5,465,158 | $354.6M | 0.04% | +119,992+2.2% | Added |
| Bank of New York Mellon Corp | 5,428,045 | $353.1M | 0.06% | −77,435−1.4% | Reduced |
| Pictet Asset Management SA | 5,162,797 | $335.8M | 0.34% | −348,120−6.3% | Reduced |
| Invesco Ltd. | 4,159,024 | $270.5M | 0.07% | +294,056+7.6% | Added |
| Legal & General Group Plc | 3,980,825 | $259.0M | 0.08% | −24,727−0.6% | Reduced |
| Ameriprise Financial Inc | 3,823,582 | $248.1M | 0.07% | +300,254+8.5% | Added |
| Goldman Sachs Group Inc | 3,808,248 | $247.7M | 0.06% | −420,663−9.9% | Reduced |
| Northern Trust Corp | 3,129,762 | $203.6M | 0.03% | −165,561−5.0% | Reduced |
| Massachusetts Financial Services Co | 2,759,224 | $179.5M | 0.05% | −2,829−0.1% | Reduced |
| Zimmer Partners, LP | 2,694,000 | $175.2M | 2.62% | −88,400−3.2% | Reduced |
| FIL Ltd | 2,436,629 | $158.5M | 0.16% | −318,113−11.5% | Reduced |
| Standard Life Aberdeen plc | 2,408,086 | $156.6M | 0.34% | −84,441−3.4% | Reduced |
| Bank of America Corp | 2,356,916 | $153.3M | 0.02% | −129,452−5.2% | Reduced |
| Wells Fargo & Company | 2,209,259 | $143.7M | 0.04% | −228,047−9.4% | Reduced |
| California Public Employees Retirement System | 2,200,485 | $143.1M | 0.10% | −37,887−1.7% | Reduced |
| Duff & Phelps Investment Management Co | 2,100,352 | $136.6M | 1.60% | −2,219−0.1% | Reduced |
| Jennison Associates LLC | 2,088,212 | $135.8M | 0.09% | −2230.0% | Reduced |
| Brookfield Asset Management Inc. | 2,040,107 | $132.7M | 0.52% | +18,800+0.9% | Added |
| ClearBridge Investments Ltd | 1,760,351 | $114.5M | 3.44% | −74,780−4.1% | Reduced |
| Reaves W H & Co Inc | 1,739,329 | $113.1M | 3.46% | −141,222−7.5% | Reduced |
| Eaton Vance Management | 1,695,990 | $110.3M | 0.13% | +82,801+5.1% | Added |
| Morgan Stanley | 1,521,380 | $99.0M | 0.01% | +510,647+50.5% | Added |
| Cohen & Steers, Inc. | 1,517,912 | $98.7M | 0.16% | −93,455−5.8% | Reduced |
| Bank of Montreal | 1,483,391 | $96.6M | 0.05% | −245,556−14.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,437,520 | $93.5M | 0.03% | +46,855+3.4% | Added |
| Parametric Portfolio Associates LLC | 1,413,771 | $92.0M | 0.05% | −50,390−3.4% | Reduced |
| UBS Asset Management Americas Inc | 1,318,816 | $85.8M | 0.03% | −153,233−10.4% | Reduced |
| APG Asset Management N.V. | 1,433,280 | $82.0M | 0.14% | −25,519−1.7% | Reduced |
| First Trust Advisors LP | 1,195,161 | $77.7M | 0.08% | −11,108−0.9% | Reduced |
| Nuveen Asset Management, LLC | 1,193,997 | $77.7M | 0.02% | −48,857−3.9% | Reduced |
| Scout Investments, Inc. | 1,124,310 | $73.1M | 1.06% | +540,360+92.5% | Added |
| Swiss National Bank | 1,100,917 | $71.6M | 0.04% | −45,100−3.9% | Reduced |
| Energy Income Partners, LLC | 1,077,024 | $70.1M | 1.65% | −14,799−1.4% | Reduced |
| Royal Bank of Canada | 1,032,961 | $67.2M | 0.02% | +68,531+7.1% | Added |
| Norges Bank | 1,016,394 | $66.1M | 0.01% | −332,937−24.7% | Reduced |
| TD Asset Management Inc | 987,828 | $64.3M | 0.05% | −92,222−8.5% | Reduced |
| Macquarie Group Ltd | 991,624 | $64.1M | 0.05% | +159,928+19.2% | Added |
| Capital World Investors | 935,302 | $60.8M | 0.01% | +12,453+1.3% | Added |
| Dimensional Fund Advisors LP | 925,947 | $60.2M | 0.02% | −3,415−0.4% | Reduced |
| Partners Group Holding AG | 921,467 | $59.9M | 2.84% | +119,762+14.9% | Added |
| Cbre Clarion Securities LLC | 894,728 | $58.2M | 0.83% | +61,932+7.4% | Added |
| Credit Suisse AG | 872,244 | $56.7M | 0.05% | +108,405+14.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 862,791 | $56.1M | 0.03% | −34,475−3.8% | Reduced |
| Amundi | 862,798 | $55.5M | 0.04% | −47,588−5.2% | Reduced |
| Lord, Abbett & Co. LLC | 842,770 | $54.8M | 0.12% | −595,954−41.4% | Reduced |
| Old Republic International Corporation | 825,000 | $53.7M | 1.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 765,464 | $50.4M | 0.09% | +563,440+278.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 689,803 | $44.9M | 0.06% | +137,429+24.9% | Added |
| STRS Ohio | 644,210 | $41.9M | 0.15% | −208,619−24.5% | Reduced |
| Deutsche Bank AG | 640,812 | $41.7M | 0.02% | −8,932−1.4% | Reduced |
| Barclays PLC | 632,415 | $41.1M | 0.03% | +26,134+4.3% | Added |
| Ci Investments Inc. | 621,415 | $39.8M | 0.14% | −10,363−1.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 584,914 | $38.0M | 0.39% | −14,084−2.4% | Reduced |
| Martingale Asset Management L P | 564,650 | $36.7M | 0.47% | +109,384+24.0% | Added |
| Victory Capital Management Inc | 544,561 | $35.4M | 0.03% | −116,734−17.7% | Reduced |
| Citigroup Inc | 542,780 | $35.3M | 0.03% | −84,619−13.5% | Reduced |
| Pendal Group Limited | 521,001 | $33.9M | 0.27% | −433,353−45.4% | Reduced |
| Truist Financial Corp | 518,003 | $33.7M | 0.05% | +21,111+4.2% | Added |
| State of Tennessee, Treasury Department | 501,471 | $32.6M | 0.12% | −204,057−28.9% | Reduced |
| California State Teachers Retirement System | 495,972 | $32.3M | 0.04% | +8,811+1.8% | Added |
| Renaissance Technologies LLC | 495,049 | $32.2M | 0.04% | −437,051−46.9% | Reduced |
| Rhumbline Advisers | 493,128 | $32.1M | 0.04% | +9,497+2.0% | Added |
| Bruce & Co., Inc. | 468,500 | $30.5M | 6.09% | 00.0% | Unchanged |
| Principal Financial Group Inc | 466,198 | $30.3M | 0.02% | −124,271−21.0% | Reduced |
| Point72 Asset Management, L.P. | 460,700 | $30.0M | 0.13% | +394,292+593.7% | Added |
| National Pension Service | 442,599 | $28.8M | 0.05% | −9,080−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 436,760 | $28.4M | 0.03% | +55,513+14.6% | Added |
| Voloridge Investment Management, LLC | 414,717 | $27.0M | 0.15% | −62,574−13.1% | Reduced |
| Keybank National Association | 411,711 | $26.8M | 0.11% | −6,728−1.6% | Reduced |
| Raymond James & Associates | 406,640 | $26.5M | 0.02% | +23,589+6.2% | Added |
| Personal Capital Advisors Corp | 399,057 | $26.0M | 0.12% | +27,308+7.3% | Added |
| M&T Bank Corp | 394,222 | $25.6M | 0.11% | +235,464+148.3% | Added |
| State Board of Administration of Florida Retirement System | 380,002 | $24.7M | 0.04% | −8,448−2.2% | Reduced |
| Alliancebernstein L.P. | 365,360 | $23.8M | 0.01% | −11,815−3.1% | Reduced |
| Cidel Asset Management Inc | 361,229 | $23.5M | 0.87% | −4,772−1.3% | Reduced |
| Envestnet Asset Management Inc | 344,356 | $22.4M | 0.01% | +16,231+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 343,364 | $22.3M | 0.82% | −7,090−2.0% | Reduced |
| American Century Companies Inc | 327,326 | $21.3M | 0.01% | +14,792+4.7% | Added |
| ExodusPoint Capital Management, LP | 319,984 | $20.8M | 0.26% | −403,962−55.8% | Reduced |
| FMR LLC | 308,912 | $20.1M | 0.00% | −11,980−3.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 308,661 | $20.1M | 0.04% | −1,100−0.4% | Reduced |
| New York State Teachers Retirement System | 305,133 | $19.8M | 0.04% | −26,127−7.9% | Reduced |
| Aviva PLC | 300,208 | $19.5M | 0.08% | −29,188−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 299,726 | $19.5M | 0.05% | −19,727−6.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 291,786 | $19.0M | 0.02% | +291,786 | New |
| Asset Management One Co.,Ltd. | 290,947 | $19.0M | 0.07% | −7,770−2.6% | Reduced |
| Magellan Asset Management Ltd | 286,674 | $18.6M | 0.05% | +11,109+4.0% | Added |
| New York State Common Retirement Fund | 276,376 | $18.0M | 0.02% | −204−0.1% | Reduced |
| State of Wisconsin Investment Board | 272,966 | $17.8M | 0.03% | −6,864−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 268,662 | $17.5M | 0.18% | +166+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 261,210 | $17.0M | 0.04% | −37,114−12.4% | Reduced |
| HSBC Holdings PLC | 259,966 | $16.9M | 0.02% | +15,111+6.2% | Added |