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, Q1 2022
Institutional positions in CMS Energy Corp as of Mar 31, 2022. 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
- 636
- +60 vs. Q4 2021
- Shares held
- 266.2M
- +1.81M (+0.7%) vs. Q4 2021
- Total value
- $18.6B
- +$1.39B (+8.1%) vs. Q4 2021
- New holders
- 103
- 238 more added
- Sold out
- 43
- 181 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 35,952,157 | $2.51B | 0.06% | −6,0580.0% | Reduced |
| BlackRock Inc. | 25,008,504 | $1.75B | 0.05% | −1,283,302−4.9% | Reduced |
| Price T Rowe Associates Inc | 17,109,376 | $1.20B | 0.12% | −3,115,612−15.4% | Reduced |
| State Street Corp | 16,331,901 | $1.14B | 0.06% | +1,613,255+11.0% | Added |
| JPMorgan Chase & Co | 16,190,977 | $1.13B | 0.15% | +214,355+1.3% | Added |
| Capital International Investors | 10,315,445 | $721.5M | 0.16% | −1,202,925−10.4% | Reduced |
| Capital Research Global Investors | 6,857,508 | $479.6M | 0.12% | −349,503−4.8% | Reduced |
| Geode Capital Management, LLC | 5,726,442 | $399.6M | 0.05% | +261,284+4.8% | Added |
| Bank of New York Mellon Corp | 4,937,442 | $345.3M | 0.07% | −490,603−9.0% | Reduced |
| Pictet Asset Management SA | 4,921,482 | $344.2M | 0.39% | −241,315−4.7% | Reduced |
| Franklin Resources Inc | 4,911,027 | $343.5M | 0.14% | −2,200,675−30.9% | Reduced |
| Ameriprise Financial Inc | 4,630,908 | $323.6M | 0.10% | +807,326+21.1% | Added |
| Invesco Ltd. | 4,172,552 | $291.8M | 0.07% | +13,528+0.3% | Added |
| Goldman Sachs Group Inc | 4,105,181 | $287.1M | 0.07% | +296,933+7.8% | Added |
| Legal & General Group Plc | 3,686,579 | $257.8M | 0.08% | −294,246−7.4% | Reduced |
| Northern Trust Corp | 3,155,642 | $220.7M | 0.04% | +25,880+0.8% | Added |
| Caisse de Depot Et Placement du Quebec | 2,694,000 | $188.4M | 0.44% | +2,694,000 | New |
| Zimmer Partners, LP | 2,690,500 | $188.2M | 2.73% | −3,500−0.1% | Reduced |
| Massachusetts Financial Services Co | 2,638,474 | $184.5M | 0.05% | −120,750−4.4% | Reduced |
| Magellan Asset Management Ltd | 2,417,560 | $169.1M | 0.65% | +2,130,886+743.3% | Added |
| FIL Ltd | 2,413,094 | $168.8M | 0.17% | −23,535−1.0% | Reduced |
| Jennison Associates LLC | 2,333,043 | $163.2M | 0.12% | +244,831+11.7% | Added |
| Standard Life Aberdeen plc | 2,247,909 | $158.1M | 0.40% | −160,177−6.7% | Reduced |
| Wells Fargo & Company | 2,237,993 | $156.5M | 0.04% | +28,734+1.3% | Added |
| California Public Employees Retirement System | 2,195,495 | $153.6M | 0.12% | −4,990−0.2% | Reduced |
| Bank of America Corp | 2,089,146 | $146.1M | 0.02% | −267,770−11.4% | Reduced |
| Duff & Phelps Investment Management Co | 1,998,428 | $139.8M | 1.61% | −101,924−4.9% | Reduced |
| ClearBridge Investments Ltd | 1,713,994 | $119.9M | 3.74% | −46,357−2.6% | Reduced |
| Eaton Vance Management | 1,677,256 | $117.3M | 0.14% | −18,734−1.1% | Reduced |
| Reaves W H & Co Inc | 1,647,934 | $115.3M | 3.67% | −91,395−5.3% | Reduced |
| Echo Street Capital Management LLC | 1,516,839 | $106.1M | 0.76% | +1,508,166+17,389.2% | Added |
| Charles Schwab Investment Management Inc | 1,488,189 | $104.1M | 0.03% | +50,669+3.5% | Added |
| Bank of Montreal | 1,473,525 | $103.1M | 0.06% | −9,866−0.7% | Reduced |
| Morgan Stanley | 1,427,546 | $99.8M | 0.01% | −93,834−6.2% | Reduced |
| UBS Asset Management Americas Inc | 1,399,947 | $97.9M | 0.04% | +81,131+6.2% | Added |
| Norges Bank | 1,374,654 | $96.1M | 0.02% | +358,260+35.2% | Added |
| Parametric Portfolio Associates LLC | 1,350,384 | $94.4M | 0.05% | −63,387−4.5% | Reduced |
| Swiss National Bank | 1,254,717 | $87.8M | 0.05% | +153,800+14.0% | Added |
| APG Asset Management N.V. | 1,332,043 | $83.7M | 0.16% | −101,237−7.1% | Reduced |
| First Trust Advisors LP | 1,153,098 | $80.6M | 0.08% | −42,063−3.5% | Reduced |
| Cbre Clarion Securities LLC | 1,112,191 | $77.8M | 1.08% | +217,463+24.3% | Added |
| 1832 Asset Management L.P. | 1,087,094 | $75.0M | 0.12% | +321,630+42.0% | Added |
| Royal Bank of Canada | 1,050,614 | $73.5M | 0.02% | +17,653+1.7% | Added |
| Dimensional Fund Advisors LP | 982,606 | $68.7M | 0.02% | +56,659+6.1% | Added |
| Nuveen Asset Management, LLC | 1,006,682 | $67.4M | 0.02% | −187,315−15.7% | Reduced |
| Amundi | 913,220 | $66.1M | 0.04% | +50,422+5.8% | Added |
| TD Asset Management Inc | 940,632 | $65.8M | 0.06% | −47,196−4.8% | Reduced |
| Scout Investments, Inc. | 938,138 | $65.6M | 1.05% | −186,172−16.6% | Reduced |
| Capital World Investors | 924,933 | $64.7M | 0.01% | −10,369−1.1% | Reduced |
| Miller Howard Investments Inc | 915,652 | $64.0M | 2.25% | +848,773+1,269.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 863,144 | $60.4M | 0.09% | +173,341+25.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 853,772 | $59.7M | 0.04% | −9,019−1.0% | Reduced |
| Partners Group Holding AG | 845,425 | $59.1M | 3.09% | −76,042−8.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 844,864 | $59.1M | 0.67% | +259,950+44.4% | Added |
| Lord, Abbett & Co. LLC | 837,180 | $58.6M | 0.16% | −5,590−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 834,009 | $58.3M | 0.04% | +582,697+231.9% | Added |
| Renaissance Technologies LLC | 831,549 | $58.2M | 0.07% | +336,500+68.0% | Added |
| Old Republic International Corporation | 825,000 | $57.7M | 1.17% | 00.0% | Unchanged |
| Deutsche Bank AG | 816,857 | $57.1M | 0.03% | +176,045+27.5% | Added |
| Credit Suisse AG | 798,630 | $55.9M | 0.05% | −73,614−8.4% | Reduced |
| Victory Capital Management Inc | 804,203 | $55.2M | 0.06% | +259,642+47.7% | Added |
| Brookfield Asset Management Inc. | 730,907 | $51.1M | 0.19% | −1,309,200−64.2% | Reduced |
| Cohen & Steers, Inc. | 718,514 | $50.3M | 0.08% | −799,398−52.7% | Reduced |
| Macquarie Group Ltd | 1,119,316 | $49.4M | 0.04% | +127,692+12.9% | Added |
| Barclays PLC | 616,193 | $43.1M | 0.03% | −16,222−2.6% | Reduced |
| Ci Investments Inc. | 614,555 | $43.0M | 0.16% | −6,860−1.1% | Reduced |
| Voloridge Investment Management, LLC | 606,458 | $42.4M | 0.24% | +191,741+46.2% | Added |
| Energy Income Partners, LLC | 582,836 | $40.8M | 0.88% | −494,188−45.9% | Reduced |
| Martingale Asset Management L P | 580,140 | $40.6M | 0.61% | +15,490+2.7% | Added |
| Truist Financial Corp | 554,207 | $38.8M | 0.06% | +36,204+7.0% | Added |
| Citigroup Inc | 514,788 | $36.0M | 0.04% | −27,992−5.2% | Reduced |
| STRS Ohio | 514,664 | $36.0M | 0.13% | −129,546−20.1% | Reduced |
| Rhumbline Advisers | 513,646 | $35.9M | 0.05% | +20,518+4.2% | Added |
| State of Tennessee, Treasury Department | 503,379 | $35.2M | 0.14% | +1,908+0.4% | Added |
| Bruce & Co., Inc. | 468,500 | $32.8M | 6.70% | 00.0% | Unchanged |
| California State Teachers Retirement System | 464,306 | $32.5M | 0.04% | −31,666−6.4% | Reduced |
| Principal Financial Group Inc | 460,142 | $32.2M | 0.02% | −6,056−1.3% | Reduced |
| M&T Bank Corp | 437,084 | $30.6M | 0.14% | +42,862+10.9% | Added |
| Raymond James & Associates | 425,339 | $29.7M | 0.03% | +18,699+4.6% | Added |
| Personal Capital Advisors Corp | 424,102 | $29.7M | 0.14% | +25,045+6.3% | Added |
| HSBC Holdings PLC | 402,087 | $28.2M | 0.04% | +142,121+54.7% | Added |
| FMR LLC | 398,362 | $27.9M | 0.00% | +89,450+29.0% | Added |
| Ensign Peak Advisors, Inc | 397,211 | $27.8M | 0.06% | +138,876+53.8% | Added |
| Cidel Asset Management Inc | 391,895 | $27.4M | 1.00% | +30,666+8.5% | Added |
| National Pension Service | 389,639 | $27.3M | 0.05% | −52,960−12.0% | Reduced |
| Keybank National Association | 388,015 | $27.1M | 0.11% | −23,696−5.8% | Reduced |
| AQR Capital Management LLC | 371,244 | $26.0M | 0.05% | +116,705+45.8% | Added |
| Envestnet Asset Management Inc | 366,526 | $25.6M | 0.01% | +22,170+6.4% | Added |
| State Board of Administration of Florida Retirement System | 362,326 | $25.3M | 0.05% | −17,676−4.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 361,934 | $25.3M | 0.25% | +93,272+34.7% | Added |
| Alliancebernstein L.P. | 356,599 | $24.9M | 0.01% | −8,761−2.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 348,980 | $24.4M | 0.93% | +5,616+1.6% | Added |
| New York State Teachers Retirement System | 339,893 | $23.8M | 0.05% | +34,760+11.4% | Added |
| New York State Common Retirement Fund | 337,278 | $23.6M | 0.03% | +60,902+22.0% | Added |
| Voya Investment Management LLC | 317,185 | $22.2M | 0.05% | +65,280+25.9% | Added |
| Citadel Advisors LLC | 316,109 | $22.1M | 0.03% | +316,109 | New |
| Allspring Global Investments Holdings, LLC | 291,336 | $20.4M | 0.03% | −450−0.2% | Reduced |
| Asset Management One Co.,Ltd. | 281,740 | $19.7M | 0.08% | −9,207−3.2% | Reduced |
| State of Wisconsin Investment Board | 272,972 | $19.1M | 0.04% | +60.0% | Added |
| BNP Paribas Arbitrage, SA | 257,194 | $18.0M | 0.04% | −42,532−14.2% | Reduced |