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 |
|---|---|---|---|---|---|
| Community Capital Management, Inc. | 17,500 | $818.0K | 0.87% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,530 | $815.0K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,470 | $811.0K | 0.03% | +212+1.7% | Added |
| Thrivent Financial for Lutherans | 12,341 | $803.0K | 0.00% | −186,632−93.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,351 | $803.0K | 0.05% | +370+3.1% | Added |
| Huntington National Bank | 12,327 | $802.0K | 0.01% | −3,046−19.8% | Reduced |
| Nomura Holdings Inc | 11,936 | $777.0K | 0.00% | +1,343+12.7% | Added |
| Advisors Asset Management, Inc. | 11,889 | $773.4K | 0.01% | −4,320−26.7% | Reduced |
| Foster & Motley Inc | 11,719 | $762.0K | 0.06% | −36−0.3% | Reduced |
| Colony Group LLC | 11,577 | $753.0K | 0.01% | +540+4.9% | Added |
| Allianz Asset Management GmbH | 10,872 | $708.0K | 0.00% | −434−3.8% | Reduced |
| Apollon Wealth Management, LLC | 10,455 | $680.0K | 0.05% | +431+4.3% | Added |
| NFJ Investment Group, LLC | 10,393 | $676.0K | 0.01% | −1,340−11.4% | Reduced |
| Vident Investment Advisory, LLC | 10,355 | $674.0K | 0.02% | −48−0.5% | Reduced |
| CIBC World Markets Corp | 10,327 | $672.0K | 0.00% | −6,002−36.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,293 | $670.0K | 0.00% | +401+4.1% | Added |
| Raymond James Trust N.A. | 9,710 | $631.0K | 0.02% | +273+2.9% | Added |
| Fiduciary Trust Co | 9,657 | $628.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,586 | $624.0K | 0.01% | −1,207−11.2% | Reduced |
| Qube Research & Technologies Ltd | 9,506 | $618.0K | 0.00% | +9,506 | New |
| Ergoteles LLC | 9,447 | $615.0K | 0.02% | +9,447 | New |
| Plante Moran Financial Advisors, LLC | 9,437 | $614.0K | 0.10% | −308−3.2% | Reduced |
| Prospera Financial Services Inc | 8,983 | $585.0K | 0.03% | −738−7.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 8,926 | $581.0K | 0.09% | +1,861+26.3% | Added |
| Thomas White International Ltd | 8,803 | $573.0K | 0.09% | −1,660−15.9% | Reduced |
| Acorn Wealth Advisors, LLC | 8,804 | $573.0K | 0.36% | +58+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 8,685 | $565.0K | 0.06% | +8,685 | New |
| Echo Street Capital Management LLC | 8,673 | $564.0K | 0.00% | +8,673 | New |
| Veritable, L.P. | 8,633 | $562.0K | 0.01% | +907+11.7% | Added |
| Occudo Quantitative Strategies LP | 8,555 | $557.0K | 0.05% | −12,237−58.9% | Reduced |
| JustInvest LLC | 8,554 | $556.0K | 0.03% | +1,130+15.2% | Added |
| National Asset Management, Inc. | 8,501 | $553.0K | 0.02% | +264+3.2% | Added |
| Boit C F David | 7,800 | $507.0K | 0.32% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,744 | $504.0K | 0.00% | +1,435+22.7% | Added |
| Bessemer Group Inc | 7,737 | $503.0K | 0.00% | +284+3.8% | Added |
| Donaldson Capital Management, LLC | 7,686 | $500.0K | 0.02% | +114+1.5% | Added |
| Kinneret Advisory, LLC | 7,582 | $493.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,560 | $492.0K | 0.05% | −131−1.7% | Reduced |
| Point72 Hong Kong Ltd | 7,400 | $481.0K | 0.04% | +7,400 | New |
| Commerce Bank | 7,309 | $476.0K | 0.00% | +783+12.0% | Added |
| Banque Pictet & Cie SA | 7,315 | $476.0K | 0.00% | +7,315 | New |
| Whittier Trust Co | 7,291 | $474.0K | 0.01% | +211+3.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,252 | $472.0K | 0.01% | +152+2.1% | Added |
| Teza Capital Management LLC | 7,047 | $458.0K | 0.12% | −7,969−53.1% | Reduced |
| Rafferty Asset Management, LLC | 7,045 | $458.0K | 0.00% | −3,171−31.0% | Reduced |
| Sawtooth Solutions, LLC | 7,054 | $458.0K | 0.05% | +3,501+98.5% | Added |
| Federated Hermes, Inc. | 6,948 | $452.0K | 0.00% | +474+7.3% | Added |
| Sanford Advisory Services, LLC | 6,911 | $450.0K | 0.10% | +5+0.1% | Added |
| Conning Inc. | 6,848 | $445.0K | 0.01% | −326−4.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 6,843 | $445.0K | 0.33% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,648 | $432.0K | 0.01% | −139−2.0% | Reduced |
| Mirador Capital Partners LP | 6,601 | $429.0K | 0.09% | +200+3.1% | Added |
| Cigna Investments Inc | 6,504 | $423.0K | 0.03% | −2,250−25.7% | Reduced |
| Blair William & Co | 6,393 | $416.0K | 0.00% | +2,058+47.5% | Added |
| Illinois Municipal Retirement Fund | 6,348 | $413.0K | 0.01% | −24,150−79.2% | Reduced |
| Sagefield Capital LP | 6,324 | $412.0K | 0.19% | +6,324 | New |
| Hudson Bay Capital Management LP | 6,317 | $411.0K | 0.00% | −21,647−77.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,279 | $408.0K | 0.03% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 6,082 | $396.0K | 0.34% | −739−10.8% | Reduced |
| Banco Santander, S.A. | 5,948 | $387.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,954 | $387.0K | 0.02% | +338+6.0% | Added |
| Davenport & Co LLC | 5,924 | $385.0K | 0.00% | −944−13.7% | Reduced |
| Horizon Investments, LLC | 5,796 | $374.0K | 0.01% | +1,765+43.8% | Added |
| DuPont Capital Management Corp | 5,539 | $360.0K | 0.01% | −458−7.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $358.0K | 0.00% | +5,506 | New |
| Bailard, Inc. | 5,460 | $355.0K | 0.01% | +404+8.0% | Added |
| Fort Washington Investment Advisors Inc | 5,300 | $345.0K | 0.00% | −4,000−43.0% | Reduced |
| Simplex Trading, LLC | 5,302 | $344.0K | 0.01% | −6,536−55.2% | Reduced |
| Segall Bryant & Hamill, LLC | 5,176 | $337.0K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,093 | $331.0K | 0.01% | +1,730+51.4% | Added |
| Transcend Wealth Collective, LLC | 5,071 | $330.0K | 0.03% | +939+22.7% | Added |
| Krilogy Financial LLC | 5,000 | $325.0K | 0.03% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 4,932 | $321.0K | 0.35% | +4,932 | New |
| Empirical Finance, LLC | 4,924 | $320.0K | 0.04% | +1,336+37.2% | Added |
| Spire Wealth Management | 4,904 | $319.0K | 0.01% | +2,332+90.7% | Added |
| Great Lakes Advisors, LLC | 4,821 | $314.0K | 0.00% | −46,560−90.6% | Reduced |
| IBM Retirement Fund | 4,809 | $313.0K | 0.04% | −3,348−41.0% | Reduced |
| Dividend Assets Capital, LLC | 4,817 | $313.0K | 0.06% | +148+3.2% | Added |
| Alpine Woods Capital Investors, LLC | 4,800 | $312.0K | 0.03% | −200−4.0% | Reduced |
| Stevens Capital Management LP | 4,765 | $310.0K | 0.07% | −114−2.3% | Reduced |
| Capital Investment Advisors, LLC | 4,773 | $310.0K | 0.01% | −28−0.6% | Reduced |
| Cypress Capital Management LLC | 4,760 | $310.0K | 0.04% | +4,760 | New |
| West Family Investments, Inc. | 4,760 | $310.0K | 0.09% | +4,760 | New |
| FourThought Financial, LLC | 4,741 | $308.0K | 0.04% | −416−8.1% | Reduced |
| Pointe Capital Management LLC | 4,667 | $304.0K | 0.19% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,625 | $301.0K | 0.02% | −957−17.1% | Reduced |
| FORA Capital, LLC | 4,499 | $293.0K | 0.11% | +4,499 | New |
| Clarius Group, LLC | 4,485 | $292.0K | 0.02% | +275+6.5% | Added |
| Desjardins Global Asset Management Inc. | 4,486 | $291.0K | 0.02% | +4,486 | New |
| Bradley Foster & Sargent Inc | 4,459 | $290.0K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,381 | $285.0K | 0.01% | +202+4.8% | Added |
| Prelude Capital Management, LLC | 4,342 | $282.0K | 0.01% | −4,703−52.0% | Reduced |
| Fox Run Management, L.L.C. | 4,329 | $282.0K | 0.17% | −164−3.7% | Reduced |
| Symmetry Partners, LLC | 4,324 | $281.0K | 0.02% | 00.0% | Unchanged |
| Tdam USA Inc. | 4,319 | $281.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 4,253 | $277.0K | 0.02% | −6,178−59.2% | Reduced |
| Wolverine Trading, LLC | 4,261 | $277.0K | 0.00% | −1,737−29.0% | Reduced |
| Symmetry Investments LP | 4,143 | $270.0K | 0.14% | +4,143 | New |
| Pluribus Labs, LLC | 4,131 | $269.0K | 0.28% | +4,131 | New |
| Executive Wealth Management, LLC | 4,118 | $267.0K | 0.03% | −30−0.7% | Reduced |