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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 48,249 | $3.07M | 0.19% | +48,249 | New |
| Seeyond | 46,732 | $3.04M | 0.28% | −5,474−10.5% | Reduced |
| Captrust Financial Advisors | 46,469 | $3.02M | 0.02% | −622−1.3% | Reduced |
| Mackay Shields LLC | 43,250 | $2.81M | 0.02% | −1,022−2.3% | Reduced |
| Janney Montgomery Scott LLC | 43,158 | $2.81M | 0.01% | −7,319−14.5% | Reduced |
| Securian Asset Management, Inc | 41,048 | $2.67M | 0.05% | −16,477−28.6% | Reduced |
| Private Advisor Group, LLC | 40,589 | $2.64M | 0.02% | −23,416−36.6% | Reduced |
| Advisor Group Holdings, Inc. | 40,068 | $2.61M | 0.00% | +690+1.8% | Added |
| Nissay Asset Management Corp | 40,032 | $2.60M | 0.02% | +1,203+3.1% | Added |
| Texas Permanent School Fund | 39,959 | $2.60M | 0.03% | −4,790−10.7% | Reduced |
| Assenagon Asset Management S.A. | 38,477 | $2.50M | 0.01% | −5,327−12.2% | Reduced |
| Mutual of America Capital Management LLC | 38,253 | $2.49M | 0.03% | +250+0.7% | Added |
| Aquila Investment Management LLC | 38,000 | $2.47M | 1.19% | +38,000 | New |
| 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 |
| IFM Investors Pty Ltd | 37,356 | $2.43M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 36,785 | $2.39M | 0.01% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 34,613 | $2.25M | 0.41% | −817−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 34,082 | $2.22M | 0.00% | +3,031+9.8% | Added |
| Tower Research Capital LLC (TRC) | 33,666 | $2.19M | 0.04% | +16,342+94.3% | Added |
| People's United Financial, Inc. | 33,499 | $2.18M | 0.05% | −2,516−7.0% | Reduced |
| MD Financial Management Inc. | 33,454 | $2.18M | 0.05% | +231+0.7% | Added |
| Metropolitan Life Insurance Co | 33,098 | $2.15M | 0.03% | −957−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 33,085 | $2.15M | 0.05% | −990−2.9% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 32,915 | $2.14M | 0.24% | −12,685−27.8% | Reduced |
| Duality Advisers, LP | 32,350 | $2.10M | 0.23% | +32,350 | New |
| Baird Financial Group, Inc. | 32,322 | $2.10M | 0.00% | −2,250−6.5% | Reduced |
| Virtus ETF Advisers LLC | 32,005 | $2.08M | 0.79% | +4,977+18.4% | Added |
| Cox Capital Mgt LLC | 31,874 | $2.07M | 1.23% | +835+2.7% | Added |
| 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 |
| Healthcare of Ontario Pension Plan Trust Fund | 31,200 | $2.03M | 0.00% | +31,200 | New |
| SG Americas Securities, LLC | 30,980 | $2.02M | 0.01% | +17,784+134.8% | Added |
| GWM Advisors LLC | 30,889 | $2.01M | 0.03% | +287+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,826 | $2.00M | 0.00% | −4,659−13.1% | Reduced |
| Hartford Investment Management Co | 29,321 | $1.91M | 0.04% | +2,307+8.5% | Added |
| First Manhattan Co | 28,582 | $1.86M | 0.01% | −200−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 28,200 | $1.83M | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 27,084 | $1.76M | 0.06% | +27,084 | New |
| New England Asset Management Inc | 27,053 | $1.76M | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 26,889 | $1.75M | 0.72% | +44+0.2% | Added |
| Forsta Ap-Fonden | 26,300 | $1.71M | 0.02% | −53,500−67.0% | Reduced |
| Dean Investment Associates, LLC | 25,492 | $1.66M | 0.29% | −1,656−6.1% | Reduced |
| Winton Group Ltd | 25,063 | $1.63M | 0.10% | −10,415−29.4% | Reduced |
| Norinchukin Bank, The | 24,961 | $1.62M | 0.02% | −155−0.6% | Reduced |
| Versor Investments LP | 24,500 | $1.59M | 0.05% | +24,500 | New |
| BLB&B Advisors, LLC | 24,129 | $1.57M | 0.10% | −4,255−15.0% | Reduced |
| Nordea Investment Management AB | 23,794 | $1.54M | 0.00% | +11,060+86.9% | Added |
| Redpoint Investment Management Pty Ltd | 23,482 | $1.53M | 0.12% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 23,468 | $1.53M | 0.02% | −628−2.6% | Reduced |
| Capital International Inc | 23,443 | $1.52M | 0.01% | +263+1.1% | Added |
| Bahl & Gaynor Inc | 22,890 | $1.49M | 0.01% | +8,827+62.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,442 | $1.46M | 0.03% | +2,956+15.2% | Added |
| Elo Mutual Pension Insurance Co | 21,982 | $1.43M | 0.04% | +1,868+9.3% | Added |
| Maryland State Retirement & Pension System | 21,844 | $1.42M | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,412 | $1.39M | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 20,592 | $1.34M | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 20,400 | $1.33M | 0.01% | +1,300+6.8% | Added |
| Regentatlantic Capital LLC | 19,653 | $1.28M | 0.04% | +2,825+16.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,485 | $1.27M | 0.01% | +3,044+18.5% | Added |
| Hantz Financial Services, Inc. | 19,249 | $1.25M | 0.04% | +215+1.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,847 | $1.23M | 0.00% | +866+4.8% | Added |
| Pacer Advisors, Inc. | 18,700 | $1.22M | 0.01% | −37,473−66.7% | Reduced |
| KBC Group NV | 18,455 | $1.20M | 0.00% | −12,854−41.1% | Reduced |
| American National Insurance Co | 18,335 | $1.19M | 0.26% | −88,265−82.8% | Reduced |
| Xponance, Inc. | 18,329 | $1.19M | 0.02% | +3,558+24.1% | Added |
| Louisiana State Employees Retirement System | 18,200 | $1.18M | 0.03% | +200+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 18,159 | $1.18M | 0.02% | +670+3.8% | Added |
| Sumitomo Life Insurance Co | 17,856 | $1.16M | 0.03% | −478−2.6% | Reduced |
| New Mexico Educational Retirement Board | 17,710 | $1.15M | 0.04% | −1,200−6.3% | Reduced |
| Neuberger Berman Group LLC | 19,720 | $1.15M | 0.00% | +1,166+6.3% | Added |
| Squarepoint Ops LLC | 17,456 | $1.14M | 0.01% | −122,178−87.5% | Reduced |
| Kentucky Retirement Systems | 17,264 | $1.12M | 0.05% | +56+0.3% | Added |
| Capitolis Advisors LLC | 17,073 | $1.11M | 0.01% | +17,073 | New |
| Atria Investments LLC | 17,045 | $1.11M | 0.02% | +17,045 | New |
| Chesley Taft & Associates LLC | 17,025 | $1.11M | 0.06% | −50−0.3% | Reduced |
| 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 |
| Daiwa Securities Group Inc. | 16,726 | $1.09M | 0.01% | +423+2.6% | Added |
| Glenmede Trust Co NA | 16,526 | $1.07M | 0.01% | −3,686−18.2% | Reduced |
| Mercer Global Advisors Inc | 16,203 | $1.05M | 0.01% | +775+5.0% | Added |
| Bridgewater Associates, LP | 16,138 | $1.05M | 0.01% | +16,138 | New |
| AXA S.A. | 16,100 | $1.05M | 0.00% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 15,833 | $1.03M | 0.22% | +135+0.9% | Added |
| Pettee Investors, Inc. | 15,368 | $1.00M | 0.42% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 15,685 | $1.00M | 0.19% | +8,165+108.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,070 | $980.0K | 0.00% | −1,069−6.6% | Reduced |
| Avantax Advisory Services, Inc. | 15,054 | $979.0K | 0.01% | +51+0.3% | Added |
| HB Wealth Management, LLC | 14,646 | $953.0K | 0.02% | +14,646 | New |
| Horizon Kinetics Asset Management LLC | 14,575 | $948.0K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 14,527 | $945.0K | 0.01% | −1,301−8.2% | Reduced |
| Creative Planning | 14,450 | $940.0K | 0.00% | −1,741−10.8% | Reduced |
| First Republic Investment Management, Inc. | 13,802 | $898.0K | 0.00% | +310+2.3% | Added |
| Mirabella Financial Services LLP | 13,640 | $887.0K | 0.09% | +2,002+17.2% | Added |
| American National Registered Investment Advisor, Inc. | 13,304 | $865.0K | 0.29% | −20.0% | Reduced |
| Lazard Asset Management LLC | 13,150 | $855.0K | 0.00% | −3,633−21.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,034 | $848.0K | 0.02% | −1,337−9.3% | Reduced |
| Aurora Investment Counsel | 12,949 | $842.0K | 0.50% | +1,972+18.0% | Added |
| Finer Wealth Management, Inc. | 12,870 | $837.0K | 0.69% | +12,870 | New |
| Advisor Partners LLC | 12,796 | $833.0K | 0.05% | −685−5.1% | Reduced |