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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 55,160 | $3.86M | 1.12% | −5,742−9.4% | Reduced |
| Logan Capital Management Inc | 54,913 | $3.84M | 0.19% | +864+1.6% | Added |
| Aviva PLC | 53,673 | $3.75M | 0.02% | −246,535−82.1% | Reduced |
| Bank of Nova Scotia | 53,366 | $3.73M | 0.01% | −15,997−23.1% | Reduced |
| Winton Group Ltd | 53,104 | $3.71M | 0.19% | +28,041+111.9% | Added |
| Seeyond | 52,390 | $3.66M | 0.36% | +5,658+12.1% | Added |
| Capital International Sarl | 51,612 | $3.61M | 0.18% | +818+1.6% | Added |
| Utah Retirement Systems | 51,508 | $3.60M | 0.05% | −900−1.7% | Reduced |
| Mackenzie Financial Corp | 49,297 | $3.45M | 0.00% | +1,865+3.9% | Added |
| Gulf International Bank (UK) Ltd | 49,269 | $3.44M | 0.05% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 49,154 | $3.44M | 0.40% | −2,587−5.0% | Reduced |
| Aquila Investment Management LLC | 48,000 | $3.36M | 1.90% | +10,000+26.3% | Added |
| Tobam | 47,069 | $3.29M | 0.17% | +46,094+4,727.6% | Added |
| ING Groep NV | 45,972 | $3.21M | 0.03% | +8,161+21.6% | Added |
| Private Advisor Group, LLC | 45,296 | $3.17M | 0.02% | +4,707+11.6% | Added |
| British Columbia Investment Management Corp | 44,724 | $3.13M | 0.02% | −6,059−11.9% | Reduced |
| Squarepoint Ops LLC | 44,078 | $3.08M | 0.02% | +26,622+152.5% | Added |
| Advisor Group Holdings, Inc. | 49,582 | $2.95M | 0.01% | +9,514+23.7% | Added |
| Mackay Shields LLC | 41,633 | $2.91M | 0.03% | −1,617−3.7% | Reduced |
| Nissay Asset Management Corp | 40,771 | $2.85M | 0.02% | +739+1.8% | Added |
| Public Sector Pension Investment Board | 40,516 | $2.83M | 0.02% | −7,820−16.2% | Reduced |
| Ontario Teachers Pension Plan Board | 39,349 | $2.75M | 0.03% | +39,349 | New |
| Mutual of America Capital Management LLC | 38,670 | $2.71M | 0.03% | +417+1.1% | Added |
| ExodusPoint Capital Management, LP | 38,497 | $2.69M | 0.04% | −281,487−88.0% | Reduced |
| Janney Montgomery Scott LLC | 38,168 | $2.67M | 0.01% | −4,990−11.6% | Reduced |
| Quantbot Technologies LP | 38,148 | $2.67M | 0.23% | +38,148 | New |
| Texas Permanent School Fund | 37,584 | $2.63M | 0.04% | −2,375−5.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 36,605 | $2.56M | 0.30% | +27,920+321.5% | Added |
| Public Employees Retirement Association of Colorado | 35,308 | $2.47M | 0.01% | −1,477−4.0% | Reduced |
| Bridgewater Associates, LP | 34,610 | $2.42M | 0.01% | +18,472+114.5% | Added |
| The PNC Financial Services Group, Inc. | 34,479 | $2.41M | 0.00% | +397+1.2% | Added |
| Exchange Capital Management, Inc. | 34,340 | $2.40M | 0.45% | −273−0.8% | Reduced |
| 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 |
| Cox Capital Mgt LLC | 31,897 | $2.23M | 1.40% | +23+0.1% | Added |
| WealthTrust Axiom LLC | 31,850 | $2.23M | 0.70% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 31,279 | $2.19M | 0.00% | +453+1.5% | Added |
| DuPont Capital Management Corp | 31,181 | $2.18M | 0.09% | +25,642+462.9% | Added |
| People's United Financial, Inc. | 30,884 | $2.16M | 0.06% | −2,615−7.8% | Reduced |
| Baird Financial Group, Inc. | 30,587 | $2.14M | 0.01% | −1,735−5.4% | Reduced |
| Waratah Capital Advisors Ltd. | 30,398 | $2.13M | 0.10% | +30,398 | New |
| GWM Advisors LLC | 30,079 | $2.10M | 0.04% | −810−2.6% | Reduced |
| Sciencast Management LP | 28,519 | $2.06M | 0.47% | +28,519 | New |
| First Manhattan Co | 28,449 | $1.99M | 0.01% | −133−0.5% | Reduced |
| Moody National Bank Trust Division | 28,360 | $1.98M | 0.06% | −3,479−10.9% | Reduced |
| Gamco Investors, Inc. Et Al | 28,200 | $1.97M | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 27,553 | $1.93M | 0.03% | +500+1.8% | Added |
| Hartford Investment Management Co | 27,357 | $1.91M | 0.05% | −1,964−6.7% | Reduced |
| Norinchukin Bank, The | 27,095 | $1.90M | 0.03% | +2,134+8.5% | Added |
| Bahl & Gaynor Inc | 27,054 | $1.89M | 0.01% | +4,164+18.2% | Added |
| Oxler Private Wealth LLC | 26,782 | $1.87M | 0.84% | −107−0.4% | Reduced |
| Securian Asset Management, Inc | 25,211 | $1.76M | 0.03% | −15,837−38.6% | Reduced |
| Virtus ETF Advisers LLC | 25,131 | $1.76M | 0.79% | −6,874−21.5% | Reduced |
| Dean Investment Associates, LLC | 25,052 | $1.75M | 0.31% | −440−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,784 | $1.73M | 0.00% | +5,937+31.5% | Added |
| Nordea Investment Management AB | 23,585 | $1.66M | 0.00% | −209−0.9% | Reduced |
| GQG Partners LLC | 23,706 | $1.66M | 0.00% | −28,719−54.8% | Reduced |
| Oregon Public Employees Retirement Fund | 23,368 | $1.63M | 0.02% | −100−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 23,100 | $1.62M | 0.01% | +2,700+13.2% | Added |
| Elo Mutual Pension Insurance Co | 22,784 | $1.59M | 0.05% | +802+3.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,409 | $1.57M | 0.03% | −33−0.1% | Reduced |
| BLB&B Advisors, LLC | 22,264 | $1.56M | 0.10% | −1,865−7.7% | Reduced |
| Teza Capital Management LLC | 22,185 | $1.55M | 0.58% | +15,138+214.8% | Added |
| Maryland State Retirement & Pension System | 21,844 | $1.53M | 0.04% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 21,575 | $1.51M | 0.02% | +21,575 | New |
| Stevens Capital Management LP | 20,896 | $1.46M | 0.32% | +16,131+338.5% | Added |
| Versor Investments LP | 20,576 | $1.44M | 0.05% | −3,924−16.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,519 | $1.44M | 0.01% | −893−4.2% | Reduced |
| KBC Group NV | 19,943 | $1.40M | 0.01% | +1,488+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,779 | $1.38M | 0.01% | +294+1.5% | Added |
| Louisiana State Employees Retirement System | 18,300 | $1.34M | 0.03% | +100+0.5% | Added |
| Xponance, Inc. | 18,783 | $1.31M | 0.02% | +454+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 18,717 | $1.31M | 0.02% | +558+3.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,701 | $1.31M | 0.07% | +1,825+10.8% | Added |
| Kentucky Retirement Systems | 18,469 | $1.29M | 0.05% | +1,205+7.0% | Added |
| Hantz Financial Services, Inc. | 18,404 | $1.29M | 0.04% | −845−4.4% | Reduced |
| Mercer Global Advisors Inc | 18,162 | $1.27M | 0.01% | +1,959+12.1% | Added |
| Neuberger Berman Group LLC | 17,963 | $1.26M | 0.00% | −1,757−8.9% | Reduced |
| Regentatlantic Capital LLC | 17,934 | $1.25M | 0.04% | −1,719−8.7% | Reduced |
| Daiwa Securities Group Inc. | 17,907 | $1.25M | 0.01% | +1,181+7.1% | Added |
| Metropolitan Life Insurance Co | 17,881 | $1.25M | 0.04% | −15,217−46.0% | Reduced |
| Chesley Taft & Associates LLC | 17,025 | $1.24M | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Corp | 17,620 | $1.23M | 0.01% | +7,293+70.6% | Added |
| Sumitomo Life Insurance Co | 17,224 | $1.21M | 0.03% | −632−3.5% | Reduced |
| FORA Capital, LLC | 17,113 | $1.20M | 0.22% | +12,614+280.4% | Added |
| Greenleaf Trust | 17,019 | $1.19M | 0.01% | +145+0.9% | Added |
| New Mexico Educational Retirement Board | 16,810 | $1.18M | 0.04% | −900−5.1% | Reduced |
| Brasada Capital Management, LP | 16,178 | $1.13M | 0.21% | +493+3.1% | Added |
| AXA S.A. | 16,100 | $1.13M | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 15,911 | $1.11M | 0.02% | +1,265+8.6% | Added |
| Kesler, Norman & Wride, LLC | 15,861 | $1.11M | 0.25% | +28+0.2% | Added |
| Pettee Investors, Inc. | 15,368 | $1.07M | 0.47% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,146 | $1.06M | 0.01% | +92+0.6% | Added |
| American National Insurance Co | 15,100 | $1.06M | 0.29% | −3,235−17.6% | Reduced |
| Engineers Gate Manager LP | 15,067 | $1.05M | 0.04% | +9,113+153.1% | Added |
| Brinker Capital Investments, LLC | 15,052 | $1.05M | 0.02% | +525+3.6% | Added |
| 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 |
| Pacer Advisors, Inc. | 14,909 | $1.04M | 0.01% | −3,791−20.3% | Reduced |
| Creative Planning | 14,660 | $1.02M | 0.00% | +210+1.5% | Added |