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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 258,335 | $16.8M | 0.03% | +94,158+57.4% | Added |
| AQR Capital Management LLC | 254,539 | $16.5M | 0.03% | +4,992+2.0% | Added |
| Voya Investment Management LLC | 251,905 | $16.4M | 0.03% | −59,516−19.1% | Reduced |
| Manufacturers Life Insurance Company, The | 251,312 | $16.3M | 0.01% | −36,330−12.6% | Reduced |
| Prudential Financial Inc | 258,664 | $16.0M | 0.02% | +7,799+3.1% | Added |
| CIBC Private Wealth Group, LLC | 234,673 | $15.3M | 0.03% | −36,432−13.4% | Reduced |
| Toronto Dominion Bank | 224,793 | $14.6M | 0.02% | +79,563+54.8% | Added |
| Nisa Investment Advisors, LLC | 220,920 | $14.2M | 0.11% | −25,778−10.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 213,969 | $13.9M | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 211,403 | $13.8M | 0.01% | −31,962−13.1% | Reduced |
| Gradient Investments LLC | 207,889 | $13.5M | 0.34% | +9,661+4.9% | Added |
| Gabelli Funds LLC | 201,325 | $13.1M | 0.08% | −825−0.4% | Reduced |
| Hennessy Advisors Inc | 195,098 | $12.7M | 0.72% | −33,000−14.5% | Reduced |
| Westwood Holdings Group Inc. | 191,327 | $12.4M | 0.11% | +33,696+21.4% | Added |
| Epoch Investment Partners, Inc. | 187,233 | $12.2M | 0.06% | −2,290−1.2% | Reduced |
| US Bancorp | 183,371 | $11.9M | 0.02% | −3,905−2.1% | Reduced |
| Great West Life Assurance Co | 182,330 | $11.8M | 0.02% | +4,972+2.8% | Added |
| Millennium Management LLC | 181,644 | $11.8M | 0.01% | −527,443−74.4% | Reduced |
| Guggenheim Capital LLC | 178,637 | $11.6M | 0.06% | −30,863−14.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 178,309 | $11.6M | 0.30% | −30,435−14.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 176,038 | $11.5M | 0.04% | −4,106−2.3% | Reduced |
| RWC Asset Management LLP | 167,158 | $10.9M | 0.30% | +3,741+2.3% | Added |
| Calamos Advisors LLC | 159,078 | $10.3M | 0.04% | +6,158+4.0% | Added |
| Canada Pension Plan Investment Board | 158,377 | $10.3M | 0.01% | −240,601−60.3% | Reduced |
| Public Employees Retirement System of Ohio | 156,878 | $10.2M | 0.03% | −4,532−2.8% | Reduced |
| Blueshift Asset Management, LLC | 154,407 | $10.0M | 0.88% | +61,719+66.6% | Added |
| CIBC Asset Management Inc | 152,480 | $9.92M | 0.04% | +421+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,137 | $9.85M | 0.04% | +24,319+19.0% | Added |
| Russell Investments Group, Ltd. | 146,257 | $9.51M | 0.02% | −70,140−32.4% | Reduced |
| State of New Jersey Common Pension Fund D | 145,453 | $9.46M | 0.03% | −1,749−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 135,887 | $8.84M | 0.08% | −30,205−18.2% | Reduced |
| Chartwell Investment Partners, LLC | 119,659 | $7.78M | 0.23% | −5,218−4.2% | Reduced |
| MUFG Americas Holdings Corp | 118,689 | $7.72M | 0.14% | +3,028+2.6% | Added |
| Panagora Asset Management Inc | 118,617 | $7.72M | 0.04% | −21,689−15.5% | Reduced |
| Holocene Advisors, LP | 114,538 | $7.45M | 0.04% | −18,107−13.7% | Reduced |
| American International Group, Inc. | 112,591 | $7.32M | 0.04% | −916−0.8% | Reduced |
| Royal London Asset Management Ltd | 109,638 | $7.13M | 0.03% | +5,658+5.4% | Added |
| Treasurer of the State of North Carolina | 108,791 | $7.08M | 0.04% | +410+0.4% | Added |
| Schroder Investment Management Group | 105,198 | $6.84M | 0.01% | −5,604−5.1% | Reduced |
| SEI Investments Co | 101,229 | $6.58M | 0.01% | +6,477+6.8% | Added |
| Comerica Bank | 104,195 | $6.52M | 0.05% | −1,716−1.6% | Reduced |
| Howe & Rusling Inc | 98,919 | $6.43M | 0.75% | −12,340−11.1% | Reduced |
| Natixis Advisors, L.P. | 97,832 | $6.36M | 0.02% | +1,398+1.4% | Added |
| Retirement Systems of Alabama | 95,990 | $6.24M | 0.02% | −3,480−3.5% | Reduced |
| Stifel Financial Corp | 95,756 | $6.23M | 0.01% | −6,430−6.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 93,770 | $6.10M | 0.03% | −7,929−7.8% | Reduced |
| Employees Retirement System of Texas | 90,286 | $5.87M | 0.07% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 89,825 | $5.84M | 0.10% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 87,955 | $5.72M | 1.00% | +5,297+6.4% | 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 |
| ProShare Advisors LLC | 84,773 | $5.51M | 0.01% | +9,842+13.1% | Added |
| Opus Investment Management Inc | 84,000 | $5.46M | 0.78% | 00.0% | Unchanged |
| LPL Financial LLC | 79,627 | $5.18M | 0.00% | +10,554+15.3% | Added |
| Arizona State Retirement System | 78,863 | $5.13M | 0.04% | −2,370−2.9% | Reduced |
| Amalgamated Bank | 77,798 | $5.06M | 0.04% | −490−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 77,379 | $5.03M | 0.03% | +159+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 76,480 | $4.97M | 0.06% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 74,966 | $4.88M | 0.05% | −2,266−2.9% | Reduced |
| Wealthfront Advisers LLC | 74,257 | $4.83M | 0.02% | +7,922+11.9% | Added |
| Shell Asset Management Co | 73,395 | $4.77M | 0.10% | −19,983−21.4% | Reduced |
| State of Michigan Retirement System | 72,985 | $4.75M | 0.02% | +300+0.4% | Added |
| Andra AP-fonden | 71,400 | $4.64M | 0.09% | −13,500−15.9% | Reduced |
| Man Group plc | 70,016 | $4.55M | 0.01% | −311,551−81.7% | Reduced |
| Bank of Nova Scotia | 69,363 | $4.51M | 0.01% | +4,366+6.7% | Added |
| Telemus Capital, LLC | 67,785 | $4.41M | 0.36% | −62,064−47.8% | Reduced |
| Susquehanna International Group, LLP | 66,965 | $4.36M | 0.01% | −10,472−13.5% | Reduced |
| Miller Howard Investments Inc | 66,879 | $4.35M | 0.16% | −249−0.4% | Reduced |
| DekaBank Deutsche Girozentrale | 64,614 | $4.21M | 0.01% | −9,918−13.3% | Reduced |
| NewSquare Capital LLC | 64,106 | $4.17M | 0.44% | +64,106 | New |
| MetLife Investment Management | 64,004 | $4.16M | 0.03% | −1,416−2.2% | Reduced |
| USS Investment Management Ltd | 63,813 | $4.15M | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 62,453 | $4.06M | 0.04% | +62,453 | New |
| AMP Capital Investors Ltd | 61,134 | $3.98M | 0.11% | −250,997−80.4% | Reduced |
| Benjamin Edwards Inc | 60,902 | $3.96M | 1.28% | +49,085+415.4% | Added |
| Corbyn Investment Management Inc | 60,500 | $3.94M | 1.19% | +83+0.1% | Added |
| Alberta Investment Management Corp | 59,800 | $3.89M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 59,799 | $3.89M | 0.01% | +6,307+11.8% | Added |
| Janus Henderson Group PLC | 58,768 | $3.82M | 0.00% | −47,009−44.4% | Reduced |
| Sigma Planning Corp | 58,099 | $3.78M | 0.11% | −2,422−4.0% | Reduced |
| Korea Investment CORP | 57,700 | $3.75M | 0.01% | −18,800−24.6% | Reduced |
| Teacher Retirement System of Texas | 57,368 | $3.73M | 0.02% | −42,057−42.3% | Reduced |
| Logan Capital Management Inc | 54,049 | $3.52M | 0.15% | +565+1.1% | Added |
| Prudential PLC | 53,666 | $3.49M | 0.05% | +15,479+40.5% | Added |
| Banque Cantonale Vaudoise | 53,540 | $3.48M | 0.14% | 00.0% | Unchanged |
| National Bank of Canada | 52,720 | $3.42M | 0.01% | +52,720 | New |
| GQG Partners LLC | 52,425 | $3.41M | 0.01% | +52,425 | New |
| Utah Retirement Systems | 52,408 | $3.41M | 0.04% | +100+0.2% | Added |
| AE Wealth Management LLC | 52,179 | $3.39M | 0.02% | +5,197+11.1% | Added |
| Amica Mutual Insurance Co | 51,741 | $3.37M | 0.28% | −10,509−16.9% | Reduced |
| Van Eck Associates Corp | 51,704 | $3.36M | 0.01% | +5,801+12.6% | Added |
| Capital International Sarl | 50,794 | $3.30M | 0.16% | +5,874+13.1% | Added |
| British Columbia Investment Management Corp | 50,783 | $3.30M | 0.02% | −2,607−4.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 50,668 | $3.29M | 0.01% | −10,573−17.3% | Reduced |
| DnB Asset Management AS | 50,626 | $3.29M | 0.02% | +3,151+6.6% | Added |
| Commonwealth Equity Services, LLC | 50,432 | $3.28M | 0.01% | +1,696+3.5% | Added |
| Gulf International Bank (UK) Ltd | 49,269 | $3.20M | 0.05% | −10,268−17.2% | Reduced |
| Public Sector Pension Investment Board | 48,336 | $3.14M | 0.02% | −550−1.1% | Reduced |
| IndexIQ Advisors LLC | 47,728 | $3.10M | 0.10% | +1,205+2.6% | Added |
| Mackenzie Financial Corp | 47,432 | $3.08M | 0.00% | +27,363+136.3% | Added |