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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 344,356 | $22.4M | 0.01% | +16,231+4.9% | Added |
| Cidel Asset Management Inc | 361,229 | $23.5M | 0.87% | −4,772−1.3% | Reduced |
| Alliancebernstein L.P. | 365,360 | $23.8M | 0.01% | −11,815−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 380,002 | $24.7M | 0.04% | −8,448−2.2% | Reduced |
| M&T Bank Corp | 394,222 | $25.6M | 0.11% | +235,464+148.3% | Added |
| Personal Capital Advisors Corp | 399,057 | $26.0M | 0.12% | +27,308+7.3% | Added |
| Raymond James & Associates | 406,640 | $26.5M | 0.02% | +23,589+6.2% | Added |
| Keybank National Association | 411,711 | $26.8M | 0.11% | −6,728−1.6% | Reduced |
| Voloridge Investment Management, LLC | 414,717 | $27.0M | 0.15% | −62,574−13.1% | Reduced |
| D. E. Shaw & Co., Inc. | 436,760 | $28.4M | 0.03% | +55,513+14.6% | Added |
| National Pension Service | 442,599 | $28.8M | 0.05% | −9,080−2.0% | Reduced |
| Point72 Asset Management, L.P. | 460,700 | $30.0M | 0.13% | +394,292+593.7% | Added |
| Principal Financial Group Inc | 466,198 | $30.3M | 0.02% | −124,271−21.0% | Reduced |
| Bruce & Co., Inc. | 468,500 | $30.5M | 6.09% | 00.0% | Unchanged |
| Rhumbline Advisers | 493,128 | $32.1M | 0.04% | +9,497+2.0% | Added |
| Renaissance Technologies LLC | 495,049 | $32.2M | 0.04% | −437,051−46.9% | Reduced |
| California State Teachers Retirement System | 495,972 | $32.3M | 0.04% | +8,811+1.8% | Added |
| State of Tennessee, Treasury Department | 501,471 | $32.6M | 0.12% | −204,057−28.9% | Reduced |
| Truist Financial Corp | 518,003 | $33.7M | 0.05% | +21,111+4.2% | Added |
| Pendal Group Limited | 521,001 | $33.9M | 0.27% | −433,353−45.4% | Reduced |
| Citigroup Inc | 542,780 | $35.3M | 0.03% | −84,619−13.5% | Reduced |
| Victory Capital Management Inc | 544,561 | $35.4M | 0.03% | −116,734−17.7% | Reduced |
| Martingale Asset Management L P | 564,650 | $36.7M | 0.47% | +109,384+24.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 584,914 | $38.0M | 0.39% | −14,084−2.4% | Reduced |
| Ci Investments Inc. | 621,415 | $39.8M | 0.14% | −10,363−1.6% | Reduced |
| Barclays PLC | 632,415 | $41.1M | 0.03% | +26,134+4.3% | Added |
| Deutsche Bank AG | 640,812 | $41.7M | 0.02% | −8,932−1.4% | Reduced |
| STRS Ohio | 644,210 | $41.9M | 0.15% | −208,619−24.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 689,803 | $44.9M | 0.06% | +137,429+24.9% | Added |
| 1832 Asset Management L.P. | 765,464 | $50.4M | 0.09% | +563,440+278.9% | Added |
| Old Republic International Corporation | 825,000 | $53.7M | 1.02% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 842,770 | $54.8M | 0.12% | −595,954−41.4% | Reduced |
| Amundi | 862,798 | $55.5M | 0.04% | −47,588−5.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 862,791 | $56.1M | 0.03% | −34,475−3.8% | Reduced |
| Credit Suisse AG | 872,244 | $56.7M | 0.05% | +108,405+14.2% | Added |
| Cbre Clarion Securities LLC | 894,728 | $58.2M | 0.83% | +61,932+7.4% | Added |
| Partners Group Holding AG | 921,467 | $59.9M | 2.84% | +119,762+14.9% | Added |
| Dimensional Fund Advisors LP | 925,947 | $60.2M | 0.02% | −3,415−0.4% | Reduced |
| Capital World Investors | 935,302 | $60.8M | 0.01% | +12,453+1.3% | Added |
| Macquarie Group Ltd | 991,624 | $64.1M | 0.05% | +159,928+19.2% | Added |
| TD Asset Management Inc | 987,828 | $64.3M | 0.05% | −92,222−8.5% | Reduced |
| Norges Bank | 1,016,394 | $66.1M | 0.01% | −332,937−24.7% | Reduced |
| Royal Bank of Canada | 1,032,961 | $67.2M | 0.02% | +68,531+7.1% | Added |
| Energy Income Partners, LLC | 1,077,024 | $70.1M | 1.65% | −14,799−1.4% | Reduced |
| Swiss National Bank | 1,100,917 | $71.6M | 0.04% | −45,100−3.9% | Reduced |
| Scout Investments, Inc. | 1,124,310 | $73.1M | 1.06% | +540,360+92.5% | Added |
| Nuveen Asset Management, LLC | 1,193,997 | $77.7M | 0.02% | −48,857−3.9% | Reduced |
| First Trust Advisors LP | 1,195,161 | $77.7M | 0.08% | −11,108−0.9% | Reduced |
| APG Asset Management N.V. | 1,433,280 | $82.0M | 0.14% | −25,519−1.7% | Reduced |
| UBS Asset Management Americas Inc | 1,318,816 | $85.8M | 0.03% | −153,233−10.4% | Reduced |
| Parametric Portfolio Associates LLC | 1,413,771 | $92.0M | 0.05% | −50,390−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,437,520 | $93.5M | 0.03% | +46,855+3.4% | Added |
| Bank of Montreal | 1,483,391 | $96.6M | 0.05% | −245,556−14.2% | Reduced |
| Cohen & Steers, Inc. | 1,517,912 | $98.7M | 0.16% | −93,455−5.8% | Reduced |
| Morgan Stanley | 1,521,380 | $99.0M | 0.01% | +510,647+50.5% | Added |
| Eaton Vance Management | 1,695,990 | $110.3M | 0.13% | +82,801+5.1% | Added |
| Reaves W H & Co Inc | 1,739,329 | $113.1M | 3.46% | −141,222−7.5% | Reduced |
| ClearBridge Investments Ltd | 1,760,351 | $114.5M | 3.44% | −74,780−4.1% | Reduced |
| Brookfield Asset Management Inc. | 2,040,107 | $132.7M | 0.52% | +18,800+0.9% | Added |
| Jennison Associates LLC | 2,088,212 | $135.8M | 0.09% | −2230.0% | Reduced |
| Duff & Phelps Investment Management Co | 2,100,352 | $136.6M | 1.60% | −2,219−0.1% | Reduced |
| California Public Employees Retirement System | 2,200,485 | $143.1M | 0.10% | −37,887−1.7% | Reduced |
| Wells Fargo & Company | 2,209,259 | $143.7M | 0.04% | −228,047−9.4% | Reduced |
| Bank of America Corp | 2,356,916 | $153.3M | 0.02% | −129,452−5.2% | Reduced |
| Standard Life Aberdeen plc | 2,408,086 | $156.6M | 0.34% | −84,441−3.4% | Reduced |
| FIL Ltd | 2,436,629 | $158.5M | 0.16% | −318,113−11.5% | Reduced |
| Zimmer Partners, LP | 2,694,000 | $175.2M | 2.62% | −88,400−3.2% | Reduced |
| Massachusetts Financial Services Co | 2,759,224 | $179.5M | 0.05% | −2,829−0.1% | Reduced |
| Northern Trust Corp | 3,129,762 | $203.6M | 0.03% | −165,561−5.0% | Reduced |
| Goldman Sachs Group Inc | 3,808,248 | $247.7M | 0.06% | −420,663−9.9% | Reduced |
| Ameriprise Financial Inc | 3,823,582 | $248.1M | 0.07% | +300,254+8.5% | Added |
| Legal & General Group Plc | 3,980,825 | $259.0M | 0.08% | −24,727−0.6% | Reduced |
| Invesco Ltd. | 4,159,024 | $270.5M | 0.07% | +294,056+7.6% | Added |
| Pictet Asset Management SA | 5,162,797 | $335.8M | 0.34% | −348,120−6.3% | Reduced |
| Bank of New York Mellon Corp | 5,428,045 | $353.1M | 0.06% | −77,435−1.4% | Reduced |
| Geode Capital Management, LLC | 5,465,158 | $354.6M | 0.04% | +119,992+2.2% | Added |
| Franklin Resources Inc | 7,111,702 | $462.6M | 0.17% | −3480.0% | Reduced |
| Capital Research Global Investors | 7,207,011 | $468.8M | 0.10% | +1,9580.0% | Added |
| Capital International Investors | 11,518,370 | $749.3M | 0.16% | +17,469+0.2% | Added |
| State Street Corp | 14,718,646 | $957.4M | 0.05% | +39,112+0.3% | Added |
| JPMorgan Chase & Co | 15,976,622 | $1.04B | 0.13% | +189,292+1.2% | Added |
| Price T Rowe Associates Inc | 20,224,988 | $1.32B | 0.12% | +3,198,064+18.8% | Added |
| BlackRock Inc. | 26,291,806 | $1.71B | 0.04% | +1,029,930+4.1% | Added |
| Vanguard Group Inc | 35,958,215 | $2.34B | 0.05% | −298,247−0.8% | Reduced |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −145,091−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −140,332−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −84,200−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −52,752−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −51,862−100.0% | Sold out |
| Comgest Global Investors S.A.S. | 0 | $0 | 0.00% | −36,582−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −25,057−100.0% | Sold out |
| Tiaa, FSB | 0 | $0 | 0.00% | −19,645−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −18,524−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −17,886−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,906−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −14,979−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −13,311−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −11,428−100.0% | Sold out |