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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 9,308 | $651.0K | 0.12% | −129−1.4% | Reduced |
| Assetmark, Inc | 9,439 | $660.0K | 0.00% | +6,498+220.9% | Added |
| IFP Advisors, Inc | 14,601 | $663.0K | 0.01% | +7,953+119.6% | Added |
| Fiduciary Trust Co | 9,661 | $676.0K | 0.01% | +40.0% | Added |
| Jackson Creek Investment Advisors LLC | 9,796 | $685.0K | 0.25% | +9,796 | New |
| Gsa Capital Partners LLP | 10,050 | $703.0K | 0.09% | +10,050 | New |
| Graham Capital Management, L.P. | 10,154 | $710.0K | 0.03% | +10,154 | New |
| Veriti Management LLC | 10,176 | $712.0K | 0.09% | +10,176 | New |
| JustInvest LLC | 10,343 | $723.0K | 0.03% | +1,789+20.9% | Added |
| Apollon Wealth Management, LLC | 10,816 | $757.0K | 0.05% | +361+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 10,901 | $762.0K | 0.00% | +608+5.9% | Added |
| Capital International Inc | 11,071 | $774.0K | 0.01% | −12,372−52.8% | Reduced |
| Prospera Financial Services Inc | 11,201 | $783.0K | 0.03% | +2,218+24.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,526 | $806.0K | 0.02% | −1,508−11.6% | Reduced |
| Foster & Motley Inc | 11,579 | $810.0K | 0.06% | −140−1.2% | Reduced |
| Vident Investment Advisory, LLC | 11,636 | $814.0K | 0.02% | +1,281+12.4% | Added |
| Colony Group LLC | 11,676 | $817.0K | 0.01% | +99+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 11,900 | $832.0K | 0.05% | +11,900 | New |
| Meiji Yasuda Asset Management Co Ltd. | 11,981 | $838.0K | 0.05% | −370−3.0% | Reduced |
| Banque Pictet & Cie SA | 12,089 | $846.0K | 0.01% | +4,774+65.3% | Added |
| Thrivent Financial for Lutherans | 12,255 | $857.0K | 0.00% | −86−0.7% | Reduced |
| Everence Capital Management Inc | 12,530 | $876.0K | 0.07% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 5,000 | $880.0K | 1.04% | −12,500−71.4% | Reduced |
| Balyasny Asset Management LLC | 12,584 | $880.0K | 0.00% | +12,584 | New |
| Advisor Partners LLC | 12,593 | $881.0K | 0.06% | −203−1.6% | Reduced |
| Federated Hermes, Inc. | 12,863 | $899.0K | 0.00% | +5,915+85.1% | Added |
| Finer Wealth Management, Inc. | 12,870 | $900.0K | 0.73% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 13,060 | $913.0K | 0.33% | −244−1.8% | Reduced |
| Aurora Investment Counsel | 13,192 | $923.0K | 0.59% | +243+1.9% | Added |
| Huntington National Bank | 13,223 | $925.0K | 0.01% | +896+7.3% | Added |
| Profund Advisors LLC | 13,487 | $943.0K | 0.04% | +1,017+8.2% | Added |
| Banque Cantonale Vaudoise | 13,545 | $947.0K | 0.04% | −39,995−74.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,938 | $975.0K | 0.00% | −1,132−7.5% | Reduced |
| First Republic Investment Management, Inc. | 14,187 | $992.0K | 0.00% | +385+2.8% | Added |
| Banco Santander, S.A. | 14,263 | $998.0K | 0.01% | +8,315+139.8% | Added |
| Horizon Kinetics Asset Management LLC | 14,575 | $1.02M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 14,660 | $1.02M | 0.00% | +210+1.5% | Added |
| Pacer Advisors, Inc. | 14,909 | $1.04M | 0.01% | −3,791−20.3% | Reduced |
| Atria Investments LLC | 14,971 | $1.05M | 0.02% | −2,074−12.2% | Reduced |
| Mariner, LLC | 14,973 | $1.05M | 0.00% | +14,973 | New |
| Brinker Capital Investments, LLC | 15,052 | $1.05M | 0.02% | +525+3.6% | Added |
| Engineers Gate Manager LP | 15,067 | $1.05M | 0.04% | +9,113+153.1% | Added |
| American National Insurance Co | 15,100 | $1.06M | 0.29% | −3,235−17.6% | Reduced |
| Avantax Advisory Services, Inc. | 15,146 | $1.06M | 0.01% | +92+0.6% | Added |
| Pettee Investors, Inc. | 15,368 | $1.07M | 0.47% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 15,861 | $1.11M | 0.25% | +28+0.2% | Added |
| HB Wealth Management, LLC | 15,911 | $1.11M | 0.02% | +1,265+8.6% | Added |
| AXA S.A. | 16,100 | $1.13M | 0.00% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 16,178 | $1.13M | 0.21% | +493+3.1% | Added |
| New Mexico Educational Retirement Board | 16,810 | $1.18M | 0.04% | −900−5.1% | Reduced |
| Greenleaf Trust | 17,019 | $1.19M | 0.01% | +145+0.9% | Added |
| FORA Capital, LLC | 17,113 | $1.20M | 0.22% | +12,614+280.4% | Added |
| Sumitomo Life Insurance Co | 17,224 | $1.21M | 0.03% | −632−3.5% | Reduced |
| CIBC World Markets Corp | 17,620 | $1.23M | 0.01% | +7,293+70.6% | Added |
| Chesley Taft & Associates LLC | 17,025 | $1.24M | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 17,881 | $1.25M | 0.04% | −15,217−46.0% | Reduced |
| Daiwa Securities Group Inc. | 17,907 | $1.25M | 0.01% | +1,181+7.1% | Added |
| Regentatlantic Capital LLC | 17,934 | $1.25M | 0.04% | −1,719−8.7% | Reduced |
| Neuberger Berman Group LLC | 17,963 | $1.26M | 0.00% | −1,757−8.9% | Reduced |
| Mercer Global Advisors Inc | 18,162 | $1.27M | 0.01% | +1,959+12.1% | Added |
| Hantz Financial Services, Inc. | 18,404 | $1.29M | 0.04% | −845−4.4% | Reduced |
| Kentucky Retirement Systems | 18,469 | $1.29M | 0.05% | +1,205+7.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,701 | $1.31M | 0.07% | +1,825+10.8% | Added |
| Steward Partners Investment Advisory, LLC | 18,717 | $1.31M | 0.02% | +558+3.1% | Added |
| Xponance, Inc. | 18,783 | $1.31M | 0.02% | +454+2.5% | Added |
| Louisiana State Employees Retirement System | 18,300 | $1.34M | 0.03% | +100+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,779 | $1.38M | 0.01% | +294+1.5% | Added |
| KBC Group NV | 19,943 | $1.40M | 0.01% | +1,488+8.1% | Added |
| Teachers Retirement System of the State of Kentucky | 20,519 | $1.44M | 0.01% | −893−4.2% | Reduced |
| Versor Investments LP | 20,576 | $1.44M | 0.05% | −3,924−16.0% | Reduced |
| Stevens Capital Management LP | 20,896 | $1.46M | 0.32% | +16,131+338.5% | Added |
| Swiss Life Asset Management Ltd | 21,575 | $1.51M | 0.02% | +21,575 | New |
| Maryland State Retirement & Pension System | 21,844 | $1.53M | 0.04% | 00.0% | Unchanged |
| Teza Capital Management LLC | 22,185 | $1.55M | 0.58% | +15,138+214.8% | Added |
| BLB&B Advisors, LLC | 22,264 | $1.56M | 0.10% | −1,865−7.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,409 | $1.57M | 0.03% | −33−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 22,784 | $1.59M | 0.05% | +802+3.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 23,100 | $1.62M | 0.01% | +2,700+13.2% | Added |
| Oregon Public Employees Retirement Fund | 23,368 | $1.63M | 0.02% | −100−0.4% | Reduced |
| GQG Partners LLC | 23,706 | $1.66M | 0.00% | −28,719−54.8% | Reduced |
| Nordea Investment Management AB | 23,585 | $1.66M | 0.00% | −209−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,784 | $1.73M | 0.00% | +5,937+31.5% | Added |
| Dean Investment Associates, LLC | 25,052 | $1.75M | 0.31% | −440−1.7% | Reduced |
| Virtus ETF Advisers LLC | 25,131 | $1.76M | 0.79% | −6,874−21.5% | Reduced |
| Securian Asset Management, Inc | 25,211 | $1.76M | 0.03% | −15,837−38.6% | Reduced |
| Oxler Private Wealth LLC | 26,782 | $1.87M | 0.84% | −107−0.4% | Reduced |
| Bahl & Gaynor Inc | 27,054 | $1.89M | 0.01% | +4,164+18.2% | Added |
| Norinchukin Bank, The | 27,095 | $1.90M | 0.03% | +2,134+8.5% | Added |
| Hartford Investment Management Co | 27,357 | $1.91M | 0.05% | −1,964−6.7% | Reduced |
| New England Asset Management Inc | 27,553 | $1.93M | 0.03% | +500+1.8% | Added |
| Gamco Investors, Inc. Et Al | 28,200 | $1.97M | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 28,360 | $1.98M | 0.06% | −3,479−10.9% | Reduced |
| First Manhattan Co | 28,449 | $1.99M | 0.01% | −133−0.5% | Reduced |
| Sciencast Management LP | 28,519 | $2.06M | 0.47% | +28,519 | New |
| GWM Advisors LLC | 30,079 | $2.10M | 0.04% | −810−2.6% | Reduced |
| Waratah Capital Advisors Ltd. | 30,398 | $2.13M | 0.10% | +30,398 | New |
| Baird Financial Group, Inc. | 30,587 | $2.14M | 0.01% | −1,735−5.4% | Reduced |
| People's United Financial, Inc. | 30,884 | $2.16M | 0.06% | −2,615−7.8% | Reduced |
| DuPont Capital Management Corp | 31,181 | $2.18M | 0.09% | +25,642+462.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 31,279 | $2.19M | 0.00% | +453+1.5% | Added |