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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 31,850 | $2.23M | 0.70% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 31,897 | $2.23M | 1.40% | +23+0.1% | Added |
| Crossmark Global Holdings, Inc. | 32,915 | $2.30M | 0.05% | −170−0.5% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 32,915 | $2.30M | 0.25% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 34,340 | $2.40M | 0.45% | −273−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 34,479 | $2.41M | 0.00% | +397+1.2% | Added |
| Bridgewater Associates, LP | 34,610 | $2.42M | 0.01% | +18,472+114.5% | Added |
| Public Employees Retirement Association of Colorado | 35,308 | $2.47M | 0.01% | −1,477−4.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 36,605 | $2.56M | 0.30% | +27,920+321.5% | Added |
| Texas Permanent School Fund | 37,584 | $2.63M | 0.04% | −2,375−5.9% | Reduced |
| Quantbot Technologies LP | 38,148 | $2.67M | 0.23% | +38,148 | New |
| Janney Montgomery Scott LLC | 38,168 | $2.67M | 0.01% | −4,990−11.6% | Reduced |
| ExodusPoint Capital Management, LP | 38,497 | $2.69M | 0.04% | −281,487−88.0% | Reduced |
| Mutual of America Capital Management LLC | 38,670 | $2.71M | 0.03% | +417+1.1% | Added |
| Ontario Teachers Pension Plan Board | 39,349 | $2.75M | 0.03% | +39,349 | New |
| Public Sector Pension Investment Board | 40,516 | $2.83M | 0.02% | −7,820−16.2% | Reduced |
| Nissay Asset Management Corp | 40,771 | $2.85M | 0.02% | +739+1.8% | Added |
| Mackay Shields LLC | 41,633 | $2.91M | 0.03% | −1,617−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 49,582 | $2.95M | 0.01% | +9,514+23.7% | Added |
| Squarepoint Ops LLC | 44,078 | $3.08M | 0.02% | +26,622+152.5% | Added |
| British Columbia Investment Management Corp | 44,724 | $3.13M | 0.02% | −6,059−11.9% | Reduced |
| Private Advisor Group, LLC | 45,296 | $3.17M | 0.02% | +4,707+11.6% | Added |
| ING Groep NV | 45,972 | $3.21M | 0.03% | +8,161+21.6% | Added |
| Tobam | 47,069 | $3.29M | 0.17% | +46,094+4,727.6% | Added |
| Aquila Investment Management LLC | 48,000 | $3.36M | 1.90% | +10,000+26.3% | Added |
| Amica Mutual Insurance Co | 49,154 | $3.44M | 0.40% | −2,587−5.0% | Reduced |
| Gulf International Bank (UK) Ltd | 49,269 | $3.44M | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 49,297 | $3.45M | 0.00% | +1,865+3.9% | Added |
| Utah Retirement Systems | 51,508 | $3.60M | 0.05% | −900−1.7% | Reduced |
| Capital International Sarl | 51,612 | $3.61M | 0.18% | +818+1.6% | Added |
| Seeyond | 52,390 | $3.66M | 0.36% | +5,658+12.1% | Added |
| Winton Group Ltd | 53,104 | $3.71M | 0.19% | +28,041+111.9% | Added |
| Bank of Nova Scotia | 53,366 | $3.73M | 0.01% | −15,997−23.1% | Reduced |
| Aviva PLC | 53,673 | $3.75M | 0.02% | −246,535−82.1% | Reduced |
| Logan Capital Management Inc | 54,913 | $3.84M | 0.19% | +864+1.6% | Added |
| Benjamin Edwards Inc | 55,160 | $3.86M | 1.12% | −5,742−9.4% | Reduced |
| Sigma Planning Corp | 55,263 | $3.87M | 0.12% | −2,836−4.9% | Reduced |
| Van Eck Associates Corp | 55,815 | $3.90M | 0.01% | +4,111+8.0% | Added |
| Tower Research Capital LLC (TRC) | 55,838 | $3.90M | 0.04% | +22,172+65.9% | Added |
| CIBC World Markets Inc. | 55,962 | $3.91M | 0.01% | +55,962 | New |
| AMP Capital Investors Ltd | 56,309 | $3.93M | 0.17% | −4,825−7.9% | Reduced |
| DnB Asset Management AS | 57,070 | $3.99M | 0.02% | +6,444+12.7% | Added |
| Westpac Banking Corp | 57,570 | $4.03M | 0.05% | +36,978+179.6% | Added |
| Commonwealth Equity Services, LLC | 59,436 | $4.16M | 0.01% | +9,004+17.9% | Added |
| Alberta Investment Management Corp | 59,900 | $4.19M | 0.02% | +100+0.2% | Added |
| Yousif Capital Management, LLC | 61,073 | $4.27M | 0.05% | −1,380−2.2% | Reduced |
| Prudential PLC | 61,685 | $4.31M | 0.06% | +8,019+14.9% | Added |
| Teacher Retirement System of Texas | 62,284 | $4.36M | 0.02% | +4,916+8.6% | Added |
| AE Wealth Management LLC | 63,647 | $4.45M | 0.03% | +11,468+22.0% | Added |
| HighTower Advisors, LLC | 64,320 | $4.51M | 0.01% | +4,521+7.6% | Added |
| DekaBank Deutsche Girozentrale | 64,852 | $4.59M | 0.01% | +238+0.4% | Added |
| Captrust Financial Advisors | 71,897 | $5.03M | 0.03% | +25,428+54.7% | Added |
| NewSquare Capital LLC | 72,150 | $5.05M | 0.54% | +8,044+12.5% | Added |
| Berger Financial Group, Inc | 72,190 | $5.05M | 0.64% | +72,190 | New |
| Amalgamated Bank | 72,626 | $5.08M | 0.04% | −5,172−6.6% | Reduced |
| Amalgamated Financial Corp. | 72,626 | $5.08M | 0.04% | +72,626 | New |
| State of Michigan Retirement System | 73,099 | $5.11M | 0.03% | +114+0.2% | Added |
| American Century Companies Inc | 74,667 | $5.22M | 0.00% | −252,659−77.2% | Reduced |
| Shell Asset Management Co | 74,675 | $5.22M | 0.12% | +1,280+1.7% | Added |
| CIBC Private Wealth Group, LLC | 74,761 | $5.23M | 0.01% | −159,912−68.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 76,017 | $5.32M | 0.01% | +25,349+50.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 76,480 | $5.35M | 0.09% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 77,556 | $5.42M | 0.06% | +2,590+3.5% | Added |
| MetLife Investment Management | 78,825 | $5.51M | 0.04% | +14,821+23.2% | Added |
| Wealthfront Advisers LLC | 79,722 | $5.58M | 0.02% | +5,465+7.4% | Added |
| Janus Henderson Group PLC | 80,450 | $5.63M | 0.00% | +21,682+36.9% | Added |
| Arizona State Retirement System | 80,640 | $5.64M | 0.05% | +1,777+2.3% | Added |
| Fifth Third Bancorp | 81,448 | $5.70M | 0.02% | −5,586−6.4% | Reduced |
| Lazard Asset Management LLC | 82,239 | $5.75M | 0.01% | +69,089+525.4% | Added |
| State of Alaska, Department of Revenue | 82,599 | $5.78M | 0.06% | −4,455−5.1% | Reduced |
| Los Angeles Capital Management LLC | 83,154 | $5.82M | 0.02% | +83,154 | New |
| IFM Investors Pty Ltd | 83,993 | $5.87M | 0.09% | +46,637+124.8% | Added |
| Opus Investment Management Inc | 84,000 | $5.88M | 0.90% | 00.0% | Unchanged |
| USS Investment Management Ltd | 84,051 | $5.88M | 0.05% | +20,238+31.7% | Added |
| ProShare Advisors LLC | 84,192 | $5.89M | 0.01% | −581−0.7% | Reduced |
| LPL Financial LLC | 84,483 | $5.91M | 0.01% | +4,856+6.1% | Added |
| Forsta Ap-Fonden | 88,300 | $6.18M | 0.07% | +62,000+235.7% | Added |
| Nicholas Company, Inc. | 89,625 | $6.27M | 0.11% | −200−0.2% | Reduced |
| Mattern Capital Management, LLC | 90,193 | $6.31M | 1.13% | +2,238+2.5% | Added |
| Employees Retirement System of Texas | 90,286 | $6.32M | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 93,770 | $6.56M | 0.03% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 94,274 | $6.59M | 0.02% | +55,797+145.0% | Added |
| Retirement Systems of Alabama | 96,006 | $6.71M | 0.02% | +160.0% | Added |
| Natixis | 99,310 | $6.95M | 0.02% | +99,310 | New |
| Stifel Financial Corp | 100,944 | $7.06M | 0.01% | +5,188+5.4% | Added |
| Comerica Bank | 98,952 | $7.23M | 0.05% | −5,243−5.0% | Reduced |
| Qube Research & Technologies Ltd | 106,449 | $7.45M | 0.07% | +96,943+1,019.8% | Added |
| Susquehanna International Group, LLP | 109,306 | $7.64M | 0.01% | +42,341+63.2% | Added |
| Aigen Investment Management, LP | 109,567 | $7.66M | 1.32% | +61,318+127.1% | Added |
| American International Group, Inc. | 110,061 | $7.70M | 0.04% | −2,530−2.2% | Reduced |
| Treasurer of the State of North Carolina | 110,574 | $7.73M | 0.04% | +1,783+1.6% | Added |
| Howe & Rusling Inc | 111,930 | $7.83M | 0.90% | +13,011+13.2% | Added |
| Chartwell Investment Partners, LLC | 114,225 | $7.99M | 0.27% | −5,434−4.5% | Reduced |
| Schroder Investment Management Group | 117,600 | $8.23M | 0.01% | +12,402+11.8% | Added |
| Allianz Asset Management GmbH | 118,306 | $8.27M | 0.01% | +107,434+988.2% | Added |
| National Bank of Canada | 116,311 | $8.41M | 0.03% | +63,591+120.6% | Added |
| MUFG Americas Holdings Corp | 121,258 | $8.48M | 0.17% | +2,569+2.2% | Added |
| Cubist Systematic Strategies, LLC | 121,581 | $8.50M | 0.07% | −14,306−10.5% | Reduced |
| Holocene Advisors, LP | 122,025 | $8.53M | 0.05% | +7,487+6.5% | Added |
| Jane Street Group, LLC | 122,441 | $8.56M | 0.02% | +84,624+223.8% | Added |