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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.

Other share classesCMSACMSCCMSDCMS.PC

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.

Institutional holdersQ1 2022: 636 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ1 2022: $18.6B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2021.

Institutions holding CMS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Natixis Advisors, L.P.123,982$8.67M0.03%+26,150+26.7%Added
Panagora Asset Management Inc141,605$9.90M0.05%+22,988+19.4%Added
State of New Jersey Common Pension Fund D150,289$10.5M0.03%+4,836+3.3%Added
Public Employees Retirement System of Ohio154,634$10.8M0.04%−2,244−1.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.154,730$10.8M0.04%+2,593+1.7%Added
Toronto Dominion Bank162,019$11.3M0.02%−62,774−27.9%Reduced
Canada Pension Plan Investment Board164,098$11.5M0.02%+5,721+3.6%Added
CIBC Asset Management Inc165,490$11.6M0.04%+13,010+8.5%Added
UBS Group AG165,734$11.6M0.00%−45,669−21.6%Reduced
Railway Pension Investments Ltd167,800$11.7M0.09%+167,800New
Chevy Chase Trust Holdings, Inc.174,211$12.2M0.04%−1,827−1.0%Reduced
Westwood Holdings Group Inc.179,791$12.6M0.12%−11,536−6.0%Reduced
US Bancorp181,165$12.7M0.02%−2,206−1.2%Reduced
Susquehanna Fundamental Investments, LLC182,709$12.8M0.25%+4,400+2.5%Added
Calamos Advisors LLC183,545$12.8M0.05%+24,467+15.4%Added
Beck Bode, LLC183,978$12.9M2.90%+183,978New
Epoch Investment Partners, Inc.189,477$13.3M0.06%+2,244+1.2%Added
Man Group plc191,184$13.4M0.05%+121,168+173.1%Added
Great West Life Assurance Co182,571$13.4M0.03%+241+0.1%Added
Hennessy Advisors Inc193,398$13.5M0.71%−1,700−0.9%Reduced
Schonfeld Strategic Advisors LLC194,300$13.6M0.15%+194,300New
Guggenheim Capital LLC198,847$13.9M0.08%+20,210+11.3%Added
Gabelli Funds LLC200,425$14.0M0.09%−900−0.4%Reduced
Russell Investments Group, Ltd.202,564$14.2M0.02%+56,307+38.5%Added
RWC Asset Management LLP205,834$14.4M0.40%+38,676+23.1%Added
Nomura Asset Management Co Ltd207,654$14.5M0.08%+130,275+168.4%Added
Mn Services Vermogensbeheer B.V.209,569$14.7M0.10%−4,400−2.1%Reduced
Nisa Investment Advisors, LLC221,420$15.5M0.11%+500+0.2%Added
D. E. Shaw & Co., Inc.221,755$15.5M0.02%−215,005−49.2%Reduced
Two Sigma Investments, LP223,035$15.6M0.05%+223,035New
Korea Investment CORP235,400$16.5M0.04%+177,700+308.0%Added
Abeille Asset Management SA248,093$17.4M0.50%+248,093New
Millennium Management LLC252,246$17.6M0.02%+70,602+38.9%Added
Mitsubishi UFJ Trust & Banking Corp253,654$17.7M0.04%−7,556−2.9%Reduced
Prudential Financial Inc254,157$17.8M0.02%−4,507−1.7%Reduced
Tudor Investment Corp Et Al254,176$17.8M0.46%+254,176New
BNP Paribas Arbitrage, SA257,194$18.0M0.04%−42,532−14.2%Reduced
State of Wisconsin Investment Board272,972$19.1M0.04%+60.0%Added
Asset Management One Co.,Ltd.281,740$19.7M0.08%−9,207−3.2%Reduced
Allspring Global Investments Holdings, LLC291,336$20.4M0.03%−450−0.2%Reduced
Citadel Advisors LLC316,109$22.1M0.03%+316,109New
Voya Investment Management LLC317,185$22.2M0.05%+65,280+25.9%Added
New York State Common Retirement Fund337,278$23.6M0.03%+60,902+22.0%Added
New York State Teachers Retirement System339,893$23.8M0.05%+34,760+11.4%Added
BI Asset Management Fondsmaeglerselskab A/S348,980$24.4M0.93%+5,616+1.6%Added
Alliancebernstein L.P.356,599$24.9M0.01%−8,761−2.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys361,934$25.3M0.25%+93,272+34.7%Added
State Board of Administration of Florida Retirement System362,326$25.3M0.05%−17,676−4.7%Reduced
Envestnet Asset Management Inc366,526$25.6M0.01%+22,170+6.4%Added
AQR Capital Management LLC371,244$26.0M0.05%+116,705+45.8%Added
Keybank National Association388,015$27.1M0.11%−23,696−5.8%Reduced
National Pension Service389,639$27.3M0.05%−52,960−12.0%Reduced
Cidel Asset Management Inc391,895$27.4M1.00%+30,666+8.5%Added
Ensign Peak Advisors, Inc397,211$27.8M0.06%+138,876+53.8%Added
FMR LLC398,362$27.9M0.00%+89,450+29.0%Added
HSBC Holdings PLC402,087$28.2M0.04%+142,121+54.7%Added
Personal Capital Advisors Corp424,102$29.7M0.14%+25,045+6.3%Added
Raymond James & Associates425,339$29.7M0.03%+18,699+4.6%Added
M&T Bank Corp437,084$30.6M0.14%+42,862+10.9%Added
Principal Financial Group Inc460,142$32.2M0.02%−6,056−1.3%Reduced
California State Teachers Retirement System464,306$32.5M0.04%−31,666−6.4%Reduced
Bruce & Co., Inc.468,500$32.8M6.70%00.0%Unchanged
State of Tennessee, Treasury Department503,379$35.2M0.14%+1,908+0.4%Added
Rhumbline Advisers513,646$35.9M0.05%+20,518+4.2%Added
STRS Ohio514,664$36.0M0.13%−129,546−20.1%Reduced
Citigroup Inc514,788$36.0M0.04%−27,992−5.2%Reduced
Truist Financial Corp554,207$38.8M0.06%+36,204+7.0%Added
Martingale Asset Management L P580,140$40.6M0.61%+15,490+2.7%Added
Energy Income Partners, LLC582,836$40.8M0.88%−494,188−45.9%Reduced
Voloridge Investment Management, LLC606,458$42.4M0.24%+191,741+46.2%Added
Ci Investments Inc.614,555$43.0M0.16%−6,860−1.1%Reduced
Barclays PLC616,193$43.1M0.03%−16,222−2.6%Reduced
Macquarie Group Ltd1,119,316$49.4M0.04%+127,692+12.9%Added
Cohen & Steers, Inc.718,514$50.3M0.08%−799,398−52.7%Reduced
Brookfield Asset Management Inc.730,907$51.1M0.19%−1,309,200−64.2%Reduced
Victory Capital Management Inc804,203$55.2M0.06%+259,642+47.7%Added
Credit Suisse AG798,630$55.9M0.05%−73,614−8.4%Reduced
Deutsche Bank AG816,857$57.1M0.03%+176,045+27.5%Added
Old Republic International Corporation825,000$57.7M1.17%00.0%Unchanged
Renaissance Technologies LLC831,549$58.2M0.07%+336,500+68.0%Added
Manufacturers Life Insurance Company, The834,009$58.3M0.04%+582,697+231.9%Added
Lord, Abbett & Co. LLC837,180$58.6M0.16%−5,590−0.7%Reduced
Vaughan Nelson Investment Management, L.P.844,864$59.1M0.67%+259,950+44.4%Added
Partners Group Holding AG845,425$59.1M3.09%−76,042−8.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.853,772$59.7M0.04%−9,019−1.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main863,144$60.4M0.09%+173,341+25.1%Added
Miller Howard Investments Inc915,652$64.0M2.25%+848,773+1,269.1%Added
Capital World Investors924,933$64.7M0.01%−10,369−1.1%Reduced
Scout Investments, Inc.938,138$65.6M1.05%−186,172−16.6%Reduced
TD Asset Management Inc940,632$65.8M0.06%−47,196−4.8%Reduced
Amundi913,220$66.1M0.04%+50,422+5.8%Added
Nuveen Asset Management, LLC1,006,682$67.4M0.02%−187,315−15.7%Reduced
Dimensional Fund Advisors LP982,606$68.7M0.02%+56,659+6.1%Added
Royal Bank of Canada1,050,614$73.5M0.02%+17,653+1.7%Added
1832 Asset Management L.P.1,087,094$75.0M0.12%+321,630+42.0%Added
Cbre Clarion Securities LLC1,112,191$77.8M1.08%+217,463+24.3%Added
First Trust Advisors LP1,153,098$80.6M0.08%−42,063−3.5%Reduced
APG Asset Management N.V.1,332,043$83.7M0.16%−101,237−7.1%Reduced
Swiss National Bank1,254,717$87.8M0.05%+153,800+14.0%Added
Parametric Portfolio Associates LLC1,350,384$94.4M0.05%−63,387−4.5%Reduced