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 |
|---|---|---|---|---|---|
| Prudential PLC | 53,666 | $3.49M | 0.05% | +15,479+40.5% | Added |
| Logan Capital Management Inc | 54,049 | $3.52M | 0.15% | +565+1.1% | Added |
| Teacher Retirement System of Texas | 57,368 | $3.73M | 0.02% | −42,057−42.3% | Reduced |
| Korea Investment CORP | 57,700 | $3.75M | 0.01% | −18,800−24.6% | Reduced |
| Sigma Planning Corp | 58,099 | $3.78M | 0.11% | −2,422−4.0% | Reduced |
| Janus Henderson Group PLC | 58,768 | $3.82M | 0.00% | −47,009−44.4% | Reduced |
| HighTower Advisors, LLC | 59,799 | $3.89M | 0.01% | +6,307+11.8% | Added |
| Alberta Investment Management Corp | 59,800 | $3.89M | 0.02% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 60,500 | $3.94M | 1.19% | +83+0.1% | Added |
| Benjamin Edwards Inc | 60,902 | $3.96M | 1.28% | +49,085+415.4% | Added |
| AMP Capital Investors Ltd | 61,134 | $3.98M | 0.11% | −250,997−80.4% | Reduced |
| Yousif Capital Management, LLC | 62,453 | $4.06M | 0.04% | +62,453 | New |
| USS Investment Management Ltd | 63,813 | $4.15M | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 64,004 | $4.16M | 0.03% | −1,416−2.2% | Reduced |
| NewSquare Capital LLC | 64,106 | $4.17M | 0.44% | +64,106 | New |
| DekaBank Deutsche Girozentrale | 64,614 | $4.21M | 0.01% | −9,918−13.3% | Reduced |
| Miller Howard Investments Inc | 66,879 | $4.35M | 0.16% | −249−0.4% | Reduced |
| Susquehanna International Group, LLP | 66,965 | $4.36M | 0.01% | −10,472−13.5% | Reduced |
| Telemus Capital, LLC | 67,785 | $4.41M | 0.36% | −62,064−47.8% | Reduced |
| Bank of Nova Scotia | 69,363 | $4.51M | 0.01% | +4,366+6.7% | Added |
| Man Group plc | 70,016 | $4.55M | 0.01% | −311,551−81.7% | Reduced |
| Andra AP-fonden | 71,400 | $4.64M | 0.09% | −13,500−15.9% | Reduced |
| State of Michigan Retirement System | 72,985 | $4.75M | 0.02% | +300+0.4% | Added |
| Shell Asset Management Co | 73,395 | $4.77M | 0.10% | −19,983−21.4% | Reduced |
| Wealthfront Advisers LLC | 74,257 | $4.83M | 0.02% | +7,922+11.9% | Added |
| Capital Group Private Client Services, Inc. | 74,966 | $4.88M | 0.05% | −2,266−2.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 76,480 | $4.97M | 0.06% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 77,379 | $5.03M | 0.03% | +159+0.2% | Added |
| Amalgamated Bank | 77,798 | $5.06M | 0.04% | −490−0.6% | Reduced |
| Arizona State Retirement System | 78,863 | $5.13M | 0.04% | −2,370−2.9% | Reduced |
| LPL Financial LLC | 79,627 | $5.18M | 0.00% | +10,554+15.3% | Added |
| Opus Investment Management Inc | 84,000 | $5.46M | 0.78% | 00.0% | Unchanged |
| ProShare Advisors LLC | 84,773 | $5.51M | 0.01% | +9,842+13.1% | Added |
| State of Alaska, Department of Revenue | 87,054 | $5.66M | 0.05% | −42,473−32.8% | Reduced |
| Fifth Third Bancorp | 87,034 | $5.66M | 0.02% | +2,400+2.8% | Added |
| Mattern Capital Management, LLC | 87,955 | $5.72M | 1.00% | +5,297+6.4% | Added |
| Nicholas Company, Inc. | 89,825 | $5.84M | 0.10% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 90,286 | $5.87M | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 93,770 | $6.10M | 0.03% | −7,929−7.8% | Reduced |
| Stifel Financial Corp | 95,756 | $6.23M | 0.01% | −6,430−6.3% | Reduced |
| Retirement Systems of Alabama | 95,990 | $6.24M | 0.02% | −3,480−3.5% | Reduced |
| Natixis Advisors, L.P. | 97,832 | $6.36M | 0.02% | +1,398+1.4% | Added |
| Howe & Rusling Inc | 98,919 | $6.43M | 0.75% | −12,340−11.1% | Reduced |
| Comerica Bank | 104,195 | $6.52M | 0.05% | −1,716−1.6% | Reduced |
| SEI Investments Co | 101,229 | $6.58M | 0.01% | +6,477+6.8% | Added |
| Schroder Investment Management Group | 105,198 | $6.84M | 0.01% | −5,604−5.1% | Reduced |
| Treasurer of the State of North Carolina | 108,791 | $7.08M | 0.04% | +410+0.4% | Added |
| Royal London Asset Management Ltd | 109,638 | $7.13M | 0.03% | +5,658+5.4% | Added |
| American International Group, Inc. | 112,591 | $7.32M | 0.04% | −916−0.8% | Reduced |
| Holocene Advisors, LP | 114,538 | $7.45M | 0.04% | −18,107−13.7% | Reduced |
| Panagora Asset Management Inc | 118,617 | $7.72M | 0.04% | −21,689−15.5% | Reduced |
| MUFG Americas Holdings Corp | 118,689 | $7.72M | 0.14% | +3,028+2.6% | Added |
| Chartwell Investment Partners, LLC | 119,659 | $7.78M | 0.23% | −5,218−4.2% | Reduced |
| Cubist Systematic Strategies, LLC | 135,887 | $8.84M | 0.08% | −30,205−18.2% | Reduced |
| State of New Jersey Common Pension Fund D | 145,453 | $9.46M | 0.03% | −1,749−1.2% | Reduced |
| Russell Investments Group, Ltd. | 146,257 | $9.51M | 0.02% | −70,140−32.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,137 | $9.85M | 0.04% | +24,319+19.0% | Added |
| CIBC Asset Management Inc | 152,480 | $9.92M | 0.04% | +421+0.3% | Added |
| Blueshift Asset Management, LLC | 154,407 | $10.0M | 0.88% | +61,719+66.6% | Added |
| Public Employees Retirement System of Ohio | 156,878 | $10.2M | 0.03% | −4,532−2.8% | Reduced |
| Canada Pension Plan Investment Board | 158,377 | $10.3M | 0.01% | −240,601−60.3% | Reduced |
| Calamos Advisors LLC | 159,078 | $10.3M | 0.04% | +6,158+4.0% | Added |
| RWC Asset Management LLP | 167,158 | $10.9M | 0.30% | +3,741+2.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 176,038 | $11.5M | 0.04% | −4,106−2.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 178,309 | $11.6M | 0.30% | −30,435−14.6% | Reduced |
| Guggenheim Capital LLC | 178,637 | $11.6M | 0.06% | −30,863−14.7% | Reduced |
| Millennium Management LLC | 181,644 | $11.8M | 0.01% | −527,443−74.4% | Reduced |
| Great West Life Assurance Co | 182,330 | $11.8M | 0.02% | +4,972+2.8% | Added |
| US Bancorp | 183,371 | $11.9M | 0.02% | −3,905−2.1% | Reduced |
| Epoch Investment Partners, Inc. | 187,233 | $12.2M | 0.06% | −2,290−1.2% | Reduced |
| Westwood Holdings Group Inc. | 191,327 | $12.4M | 0.11% | +33,696+21.4% | Added |
| Hennessy Advisors Inc | 195,098 | $12.7M | 0.72% | −33,000−14.5% | Reduced |
| Gabelli Funds LLC | 201,325 | $13.1M | 0.08% | −825−0.4% | Reduced |
| Gradient Investments LLC | 207,889 | $13.5M | 0.34% | +9,661+4.9% | Added |
| UBS Group AG | 211,403 | $13.8M | 0.01% | −31,962−13.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 213,969 | $13.9M | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 220,920 | $14.2M | 0.11% | −25,778−10.4% | Reduced |
| Toronto Dominion Bank | 224,793 | $14.6M | 0.02% | +79,563+54.8% | Added |
| CIBC Private Wealth Group, LLC | 234,673 | $15.3M | 0.03% | −36,432−13.4% | Reduced |
| Prudential Financial Inc | 258,664 | $16.0M | 0.02% | +7,799+3.1% | Added |
| Manufacturers Life Insurance Company, The | 251,312 | $16.3M | 0.01% | −36,330−12.6% | Reduced |
| Voya Investment Management LLC | 251,905 | $16.4M | 0.03% | −59,516−19.1% | Reduced |
| AQR Capital Management LLC | 254,539 | $16.5M | 0.03% | +4,992+2.0% | Added |
| Ensign Peak Advisors, Inc | 258,335 | $16.8M | 0.03% | +94,158+57.4% | Added |
| HSBC Holdings PLC | 259,966 | $16.9M | 0.02% | +15,111+6.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 261,210 | $17.0M | 0.04% | −37,114−12.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 268,662 | $17.5M | 0.18% | +166+0.1% | Added |
| State of Wisconsin Investment Board | 272,966 | $17.8M | 0.03% | −6,864−2.5% | Reduced |
| New York State Common Retirement Fund | 276,376 | $18.0M | 0.02% | −204−0.1% | Reduced |
| Magellan Asset Management Ltd | 286,674 | $18.6M | 0.05% | +11,109+4.0% | Added |
| Asset Management One Co.,Ltd. | 290,947 | $19.0M | 0.07% | −7,770−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 291,786 | $19.0M | 0.02% | +291,786 | New |
| BNP Paribas Arbitrage, SA | 299,726 | $19.5M | 0.05% | −19,727−6.2% | Reduced |
| Aviva PLC | 300,208 | $19.5M | 0.08% | −29,188−8.9% | Reduced |
| New York State Teachers Retirement System | 305,133 | $19.8M | 0.04% | −26,127−7.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 308,661 | $20.1M | 0.04% | −1,100−0.4% | Reduced |
| FMR LLC | 308,912 | $20.1M | 0.00% | −11,980−3.7% | Reduced |
| ExodusPoint Capital Management, LP | 319,984 | $20.8M | 0.26% | −403,962−55.8% | Reduced |
| American Century Companies Inc | 327,326 | $21.3M | 0.01% | +14,792+4.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 343,364 | $22.3M | 0.82% | −7,090−2.0% | Reduced |