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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −10,182−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −9,245−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −9,207−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,208−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,535−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,474−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,930−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,399−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,825−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,592−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −4,044−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,959−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −3,433−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,516−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −1,446−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Cardinal Capital Management, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| Homrich & Berg | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |