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 |
|---|---|---|---|---|---|
| Norges Bank | 1,374,654 | $96.1M | 0.02% | +358,260+35.2% | Added |
| UBS Asset Management Americas Inc | 1,399,947 | $97.9M | 0.04% | +81,131+6.2% | Added |
| Morgan Stanley | 1,427,546 | $99.8M | 0.01% | −93,834−6.2% | Reduced |
| Bank of Montreal | 1,473,525 | $103.1M | 0.06% | −9,866−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,488,189 | $104.1M | 0.03% | +50,669+3.5% | Added |
| Echo Street Capital Management LLC | 1,516,839 | $106.1M | 0.76% | +1,508,166+17,389.2% | Added |
| Reaves W H & Co Inc | 1,647,934 | $115.3M | 3.67% | −91,395−5.3% | Reduced |
| Eaton Vance Management | 1,677,256 | $117.3M | 0.14% | −18,734−1.1% | Reduced |
| ClearBridge Investments Ltd | 1,713,994 | $119.9M | 3.74% | −46,357−2.6% | Reduced |
| Duff & Phelps Investment Management Co | 1,998,428 | $139.8M | 1.61% | −101,924−4.9% | Reduced |
| Bank of America Corp | 2,089,146 | $146.1M | 0.02% | −267,770−11.4% | Reduced |
| California Public Employees Retirement System | 2,195,495 | $153.6M | 0.12% | −4,990−0.2% | Reduced |
| Wells Fargo & Company | 2,237,993 | $156.5M | 0.04% | +28,734+1.3% | Added |
| Standard Life Aberdeen plc | 2,247,909 | $158.1M | 0.40% | −160,177−6.7% | Reduced |
| Jennison Associates LLC | 2,333,043 | $163.2M | 0.12% | +244,831+11.7% | Added |
| FIL Ltd | 2,413,094 | $168.8M | 0.17% | −23,535−1.0% | Reduced |
| Magellan Asset Management Ltd | 2,417,560 | $169.1M | 0.65% | +2,130,886+743.3% | Added |
| Massachusetts Financial Services Co | 2,638,474 | $184.5M | 0.05% | −120,750−4.4% | Reduced |
| Zimmer Partners, LP | 2,690,500 | $188.2M | 2.73% | −3,500−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,694,000 | $188.4M | 0.44% | +2,694,000 | New |
| Northern Trust Corp | 3,155,642 | $220.7M | 0.04% | +25,880+0.8% | Added |
| Legal & General Group Plc | 3,686,579 | $257.8M | 0.08% | −294,246−7.4% | Reduced |
| Goldman Sachs Group Inc | 4,105,181 | $287.1M | 0.07% | +296,933+7.8% | Added |
| Invesco Ltd. | 4,172,552 | $291.8M | 0.07% | +13,528+0.3% | Added |
| Ameriprise Financial Inc | 4,630,908 | $323.6M | 0.10% | +807,326+21.1% | Added |
| Franklin Resources Inc | 4,911,027 | $343.5M | 0.14% | −2,200,675−30.9% | Reduced |
| Pictet Asset Management SA | 4,921,482 | $344.2M | 0.39% | −241,315−4.7% | Reduced |
| Bank of New York Mellon Corp | 4,937,442 | $345.3M | 0.07% | −490,603−9.0% | Reduced |
| Geode Capital Management, LLC | 5,726,442 | $399.6M | 0.05% | +261,284+4.8% | Added |
| Capital Research Global Investors | 6,857,508 | $479.6M | 0.12% | −349,503−4.8% | Reduced |
| Capital International Investors | 10,315,445 | $721.5M | 0.16% | −1,202,925−10.4% | Reduced |
| JPMorgan Chase & Co | 16,190,977 | $1.13B | 0.15% | +214,355+1.3% | Added |
| State Street Corp | 16,331,901 | $1.14B | 0.06% | +1,613,255+11.0% | Added |
| Price T Rowe Associates Inc | 17,109,376 | $1.20B | 0.12% | −3,115,612−15.4% | Reduced |
| BlackRock Inc. | 25,008,504 | $1.75B | 0.05% | −1,283,302−4.9% | Reduced |
| Vanguard Group Inc | 35,952,157 | $2.51B | 0.06% | −6,0580.0% | Reduced |
| Pendal Group Limited | 0 | $0 | 0.00% | −521,001−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −460,700−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −308,661−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −109,638−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −67,785−100.0% | Sold out |
| Corbyn Investment Management Inc | 0 | $0 | 0.00% | −60,500−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −31,200−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −27,084−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −17,073−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,936−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −11,889−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,447−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −7,686−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −6,324−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,342−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −4,143−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −4,131−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −3,924−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,438−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −3,129−100.0% | Sold out |
| RGT Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |
| MD Financial Management Inc. | – | – | – | – | Not filed |
| Legg Mason Asset Management (Japan) Co., Ltd. | – | – | – | – | Not filed |
| Tdam USA Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |