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 |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | 15,833 | $1.03M | 0.22% | +135+0.9% | Added |
| AXA S.A. | 16,100 | $1.05M | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 16,138 | $1.05M | 0.01% | +16,138 | New |
| Mercer Global Advisors Inc | 16,203 | $1.05M | 0.01% | +775+5.0% | Added |
| Glenmede Trust Co NA | 16,526 | $1.07M | 0.01% | −3,686−18.2% | Reduced |
| Daiwa Securities Group Inc. | 16,726 | $1.09M | 0.01% | +423+2.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,876 | $1.10M | 0.05% | −1,580−8.6% | Reduced |
| Greenleaf Trust | 16,874 | $1.10M | 0.01% | +176+1.1% | Added |
| Chesley Taft & Associates LLC | 17,025 | $1.11M | 0.06% | −50−0.3% | Reduced |
| Atria Investments LLC | 17,045 | $1.11M | 0.02% | +17,045 | New |
| Capitolis Advisors LLC | 17,073 | $1.11M | 0.01% | +17,073 | New |
| Kentucky Retirement Systems | 17,264 | $1.12M | 0.05% | +56+0.3% | Added |
| Squarepoint Ops LLC | 17,456 | $1.14M | 0.01% | −122,178−87.5% | Reduced |
| Neuberger Berman Group LLC | 19,720 | $1.15M | 0.00% | +1,166+6.3% | Added |
| New Mexico Educational Retirement Board | 17,710 | $1.15M | 0.04% | −1,200−6.3% | Reduced |
| Sumitomo Life Insurance Co | 17,856 | $1.16M | 0.03% | −478−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,159 | $1.18M | 0.02% | +670+3.8% | Added |
| Louisiana State Employees Retirement System | 18,200 | $1.18M | 0.03% | +200+1.1% | Added |
| Xponance, Inc. | 18,329 | $1.19M | 0.02% | +3,558+24.1% | Added |
| American National Insurance Co | 18,335 | $1.19M | 0.26% | −88,265−82.8% | Reduced |
| KBC Group NV | 18,455 | $1.20M | 0.00% | −12,854−41.1% | Reduced |
| Pacer Advisors, Inc. | 18,700 | $1.22M | 0.01% | −37,473−66.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,847 | $1.23M | 0.00% | +866+4.8% | Added |
| Hantz Financial Services, Inc. | 19,249 | $1.25M | 0.04% | +215+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,485 | $1.27M | 0.01% | +3,044+18.5% | Added |
| Regentatlantic Capital LLC | 19,653 | $1.28M | 0.04% | +2,825+16.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 20,400 | $1.33M | 0.01% | +1,300+6.8% | Added |
| Westpac Banking Corp | 20,592 | $1.34M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,412 | $1.39M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,844 | $1.42M | 0.04% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 21,982 | $1.43M | 0.04% | +1,868+9.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,442 | $1.46M | 0.03% | +2,956+15.2% | Added |
| Bahl & Gaynor Inc | 22,890 | $1.49M | 0.01% | +8,827+62.8% | Added |
| Capital International Inc | 23,443 | $1.52M | 0.01% | +263+1.1% | Added |
| Oregon Public Employees Retirement Fund | 23,468 | $1.53M | 0.02% | −628−2.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 23,482 | $1.53M | 0.12% | 00.0% | Unchanged |
| Nordea Investment Management AB | 23,794 | $1.54M | 0.00% | +11,060+86.9% | Added |
| BLB&B Advisors, LLC | 24,129 | $1.57M | 0.10% | −4,255−15.0% | Reduced |
| Versor Investments LP | 24,500 | $1.59M | 0.05% | +24,500 | New |
| Norinchukin Bank, The | 24,961 | $1.62M | 0.02% | −155−0.6% | Reduced |
| Winton Group Ltd | 25,063 | $1.63M | 0.10% | −10,415−29.4% | Reduced |
| Dean Investment Associates, LLC | 25,492 | $1.66M | 0.29% | −1,656−6.1% | Reduced |
| Forsta Ap-Fonden | 26,300 | $1.71M | 0.02% | −53,500−67.0% | Reduced |
| Oxler Private Wealth LLC | 26,889 | $1.75M | 0.72% | +44+0.2% | Added |
| New England Asset Management Inc | 27,053 | $1.76M | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 27,084 | $1.76M | 0.06% | +27,084 | New |
| Gamco Investors, Inc. Et Al | 28,200 | $1.83M | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 28,582 | $1.86M | 0.01% | −200−0.7% | Reduced |
| Hartford Investment Management Co | 29,321 | $1.91M | 0.04% | +2,307+8.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,826 | $2.00M | 0.00% | −4,659−13.1% | Reduced |
| GWM Advisors LLC | 30,889 | $2.01M | 0.03% | +287+0.9% | Added |
| SG Americas Securities, LLC | 30,980 | $2.02M | 0.01% | +17,784+134.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 31,200 | $2.03M | 0.00% | +31,200 | New |
| Moody National Bank Trust Division | 31,839 | $2.07M | 0.06% | −80,967−71.8% | Reduced |
| WealthTrust Axiom LLC | 31,850 | $2.07M | 0.66% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 31,874 | $2.07M | 1.23% | +835+2.7% | Added |
| Virtus ETF Advisers LLC | 32,005 | $2.08M | 0.79% | +4,977+18.4% | Added |
| Baird Financial Group, Inc. | 32,322 | $2.10M | 0.00% | −2,250−6.5% | Reduced |
| Duality Advisers, LP | 32,350 | $2.10M | 0.23% | +32,350 | New |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 32,915 | $2.14M | 0.24% | −12,685−27.8% | Reduced |
| Crossmark Global Holdings, Inc. | 33,085 | $2.15M | 0.05% | −990−2.9% | Reduced |
| Metropolitan Life Insurance Co | 33,098 | $2.15M | 0.03% | −957−2.8% | Reduced |
| MD Financial Management Inc. | 33,454 | $2.18M | 0.05% | +231+0.7% | Added |
| People's United Financial, Inc. | 33,499 | $2.18M | 0.05% | −2,516−7.0% | Reduced |
| Tower Research Capital LLC (TRC) | 33,666 | $2.19M | 0.04% | +16,342+94.3% | Added |
| The PNC Financial Services Group, Inc. | 34,082 | $2.22M | 0.00% | +3,031+9.8% | Added |
| Exchange Capital Management, Inc. | 34,613 | $2.25M | 0.41% | −817−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 36,785 | $2.39M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 37,356 | $2.43M | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 37,817 | $2.46M | 0.00% | −9,270−19.7% | Reduced |
| ING Groep NV | 37,811 | $2.46M | 0.02% | +13,493+55.5% | Added |
| Aquila Investment Management LLC | 38,000 | $2.47M | 1.19% | +38,000 | New |
| Mutual of America Capital Management LLC | 38,253 | $2.49M | 0.03% | +250+0.7% | Added |
| Assenagon Asset Management S.A. | 38,477 | $2.50M | 0.01% | −5,327−12.2% | Reduced |
| Texas Permanent School Fund | 39,959 | $2.60M | 0.03% | −4,790−10.7% | Reduced |
| Nissay Asset Management Corp | 40,032 | $2.60M | 0.02% | +1,203+3.1% | Added |
| Advisor Group Holdings, Inc. | 40,068 | $2.61M | 0.00% | +690+1.8% | Added |
| Private Advisor Group, LLC | 40,589 | $2.64M | 0.02% | −23,416−36.6% | Reduced |
| Securian Asset Management, Inc | 41,048 | $2.67M | 0.05% | −16,477−28.6% | Reduced |
| Janney Montgomery Scott LLC | 43,158 | $2.81M | 0.01% | −7,319−14.5% | Reduced |
| Mackay Shields LLC | 43,250 | $2.81M | 0.02% | −1,022−2.3% | Reduced |
| Captrust Financial Advisors | 46,469 | $3.02M | 0.02% | −622−1.3% | Reduced |
| Seeyond | 46,732 | $3.04M | 0.28% | −5,474−10.5% | Reduced |
| Aigen Investment Management, LP | 48,249 | $3.07M | 0.19% | +48,249 | New |
| Mackenzie Financial Corp | 47,432 | $3.08M | 0.00% | +27,363+136.3% | Added |
| IndexIQ Advisors LLC | 47,728 | $3.10M | 0.10% | +1,205+2.6% | Added |
| Public Sector Pension Investment Board | 48,336 | $3.14M | 0.02% | −550−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 49,269 | $3.20M | 0.05% | −10,268−17.2% | Reduced |
| Commonwealth Equity Services, LLC | 50,432 | $3.28M | 0.01% | +1,696+3.5% | Added |
| DnB Asset Management AS | 50,626 | $3.29M | 0.02% | +3,151+6.6% | Added |
| Robeco Institutional Asset Management B.V. | 50,668 | $3.29M | 0.01% | −10,573−17.3% | Reduced |
| British Columbia Investment Management Corp | 50,783 | $3.30M | 0.02% | −2,607−4.9% | Reduced |
| Capital International Sarl | 50,794 | $3.30M | 0.16% | +5,874+13.1% | Added |
| Van Eck Associates Corp | 51,704 | $3.36M | 0.01% | +5,801+12.6% | Added |
| Amica Mutual Insurance Co | 51,741 | $3.37M | 0.28% | −10,509−16.9% | Reduced |
| AE Wealth Management LLC | 52,179 | $3.39M | 0.02% | +5,197+11.1% | Added |
| Utah Retirement Systems | 52,408 | $3.41M | 0.04% | +100+0.2% | Added |
| GQG Partners LLC | 52,425 | $3.41M | 0.01% | +52,425 | New |
| National Bank of Canada | 52,720 | $3.42M | 0.01% | +52,720 | New |
| Banque Cantonale Vaudoise | 53,540 | $3.48M | 0.14% | 00.0% | Unchanged |