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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 14,575 | $1.02M | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 14,263 | $998.0K | 0.01% | +8,315+139.8% | Added |
| First Republic Investment Management, Inc. | 14,187 | $992.0K | 0.00% | +385+2.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,938 | $975.0K | 0.00% | −1,132−7.5% | Reduced |
| Banque Cantonale Vaudoise | 13,545 | $947.0K | 0.04% | −39,995−74.7% | Reduced |
| Profund Advisors LLC | 13,487 | $943.0K | 0.04% | +1,017+8.2% | Added |
| Huntington National Bank | 13,223 | $925.0K | 0.01% | +896+7.3% | Added |
| Aurora Investment Counsel | 13,192 | $923.0K | 0.59% | +243+1.9% | Added |
| American National Registered Investment Advisor, Inc. | 13,060 | $913.0K | 0.33% | −244−1.8% | Reduced |
| Finer Wealth Management, Inc. | 12,870 | $900.0K | 0.73% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 12,863 | $899.0K | 0.00% | +5,915+85.1% | Added |
| Advisor Partners LLC | 12,593 | $881.0K | 0.06% | −203−1.6% | Reduced |
| 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 |
| Everence Capital Management Inc | 12,530 | $876.0K | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,255 | $857.0K | 0.00% | −86−0.7% | Reduced |
| Banque Pictet & Cie SA | 12,089 | $846.0K | 0.01% | +4,774+65.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,981 | $838.0K | 0.05% | −370−3.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,900 | $832.0K | 0.05% | +11,900 | New |
| Colony Group LLC | 11,676 | $817.0K | 0.01% | +99+0.9% | Added |
| Vident Investment Advisory, LLC | 11,636 | $814.0K | 0.02% | +1,281+12.4% | Added |
| Foster & Motley Inc | 11,579 | $810.0K | 0.06% | −140−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,526 | $806.0K | 0.02% | −1,508−11.6% | Reduced |
| Prospera Financial Services Inc | 11,201 | $783.0K | 0.03% | +2,218+24.7% | Added |
| Capital International Inc | 11,071 | $774.0K | 0.01% | −12,372−52.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,901 | $762.0K | 0.00% | +608+5.9% | Added |
| Apollon Wealth Management, LLC | 10,816 | $757.0K | 0.05% | +361+3.5% | Added |
| JustInvest LLC | 10,343 | $723.0K | 0.03% | +1,789+20.9% | Added |
| Veriti Management LLC | 10,176 | $712.0K | 0.09% | +10,176 | New |
| Graham Capital Management, L.P. | 10,154 | $710.0K | 0.03% | +10,154 | New |
| Gsa Capital Partners LLP | 10,050 | $703.0K | 0.09% | +10,050 | New |
| Jackson Creek Investment Advisors LLC | 9,796 | $685.0K | 0.25% | +9,796 | New |
| Fiduciary Trust Co | 9,661 | $676.0K | 0.01% | +40.0% | Added |
| IFP Advisors, Inc | 14,601 | $663.0K | 0.01% | +7,953+119.6% | Added |
| Assetmark, Inc | 9,439 | $660.0K | 0.00% | +6,498+220.9% | Added |
| Plante Moran Financial Advisors, LLC | 9,308 | $651.0K | 0.12% | −129−1.4% | Reduced |
| Exchange Traded Concepts, LLC | 9,099 | $636.0K | 0.01% | +9,099 | New |
| Qtron Investments LLC | 9,071 | $634.0K | 0.14% | +9,071 | New |
| Mirador Capital Partners LP | 8,914 | $623.0K | 0.13% | +2,313+35.0% | Added |
| Acorn Wealth Advisors, LLC | 8,862 | $620.0K | 0.43% | +58+0.7% | Added |
| Thomas White International Ltd | 8,803 | $616.0K | 0.10% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,808 | $615.0K | 0.00% | −7,718−46.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 8,721 | $610.0K | 0.06% | −14,761−62.9% | Reduced |
| Raymond James Trust N.A. | 8,667 | $607.0K | 0.02% | −1,043−10.7% | Reduced |
| Veritable, L.P. | 8,554 | $598.0K | 0.01% | −79−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,553 | $598.0K | 0.05% | +993+13.1% | Added |
| Verition Fund Management LLC | 8,325 | $582.0K | 0.01% | +8,325 | New |
| Point72 Hong Kong Ltd | 8,301 | $581.0K | 0.05% | +901+12.2% | Added |
| NFJ Investment Group, LLC | 8,268 | $578.0K | 0.01% | −2,125−20.4% | Reduced |
| MML Investors Services, LLC | 8,245 | $577.0K | 0.00% | +501+6.5% | Added |
| Bailard, Inc. | 8,190 | $573.0K | 0.02% | +2,730+50.0% | Added |
| Oak Thistle LLC | 8,179 | $572.0K | 0.30% | +4,204+105.8% | Added |
| Bessemer Group Inc | 8,034 | $561.0K | 0.00% | +297+3.8% | Added |
| Blueshift Asset Management, LLC | 8,013 | $560.0K | 0.05% | −146,394−94.8% | Reduced |
| SEI Investments Co | 7,815 | $548.0K | 0.00% | −93,414−92.3% | Reduced |
| Boit C F David | 7,800 | $546.0K | 0.36% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 7,756 | $542.0K | 0.06% | +174+2.3% | Added |
| Conning Inc. | 7,686 | $538.0K | 0.01% | +838+12.2% | Added |
| San Luis Wealth Advisors LLC | 8,007 | $521.0K | 0.25% | +8,007 | New |
| Whittier Trust Co | 7,381 | $517.0K | 0.01% | +90+1.2% | Added |
| Jacobs Levy Equity Management, Inc | 7,314 | $512.0K | 0.00% | +7,314 | New |
| Aaron Wealth Advisors | 34,410 | $492.0K | 0.01% | +34,410 | New |
| XTX Topco Ltd | 7,016 | $491.0K | 0.22% | +7,016 | New |
| Hudson Valley Investment Advisors Inc | 7,013 | $490.0K | 0.07% | −1,913−21.4% | Reduced |
| Natixis Investment Managers International | 6,950 | $486.0K | 0.01% | +6,950 | New |
| Sanford Advisory Services, LLC | 6,917 | $484.0K | 0.13% | +6+0.1% | Added |
| Horizon Investments, LLC | 6,837 | $475.0K | 0.01% | +1,041+18.0% | Added |
| Blair William & Co | 6,561 | $459.0K | 0.00% | +168+2.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,368 | $453.0K | 0.01% | −884−12.2% | Reduced |
| PDS Planning, Inc | 6,460 | $452.0K | 0.08% | +6,460 | New |
| Pinnacle Wealth Management Group, Inc. | 6,443 | $451.0K | 0.34% | −400−5.8% | Reduced |
| Illinois Municipal Retirement Fund | 6,348 | $444.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,337 | $443.0K | 0.00% | −24,643−79.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,279 | $439.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,247 | $437.0K | 0.03% | +6,247 | New |
| Arden Trust Co | 6,230 | $436.0K | 0.09% | +6,230 | New |
| Duality Advisers, LP | 6,213 | $435.0K | 0.05% | −26,137−80.8% | Reduced |
| Wedbush Securities Inc | 6,177 | $432.0K | 0.02% | +6,177 | New |
| Kestra Advisory Services, LLC | 6,155 | $430.0K | 0.00% | −3,431−35.8% | Reduced |
| Commerce Bank | 6,131 | $429.0K | 0.00% | −1,178−16.1% | Reduced |
| Amica Retiree Medical Trust | 6,082 | $425.0K | 0.40% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,000 | $420.0K | 0.23% | +1,671+38.6% | Added |
| Astrantus Ltd | 6,000 | $420.0K | 0.71% | +6,000 | New |
| Stephens Inc | 5,975 | $418.0K | 0.01% | +2,666+80.6% | Added |
| Krane Funds Advisors LLC | 5,927 | $415.0K | 0.02% | +5,927 | New |
| Toews Corp | 5,800 | $406.0K | 0.07% | +5,800 | New |
| Laurion Capital Management LP | 5,800 | $406.0K | 0.01% | +5,800 | New |
| Edgestream Partners, L.P. | 5,718 | $400.0K | 0.03% | +5,718 | New |
| Empirical Finance, LLC | 5,546 | $388.0K | 0.04% | +622+12.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $385.0K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,322 | $372.0K | 0.01% | +5,322 | New |
| Wolverine Trading, LLC | 5,269 | $369.0K | 0.01% | +1,008+23.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,279 | $369.0K | 0.08% | +5,279 | New |
| Transcend Wealth Collective, LLC | 5,190 | $363.0K | 0.03% | +119+2.3% | Added |
| Alps Advisors Inc | 5,190 | $363.0K | 0.00% | +5,190 | New |
| Segall Bryant & Hamill, LLC | 5,176 | $362.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,085 | $356.0K | 0.00% | −839−14.2% | Reduced |
| Dividend Assets Capital, LLC | 5,092 | $356.0K | 0.07% | +275+5.7% | Added |
| Krilogy Financial LLC | 5,030 | $352.0K | 0.04% | +30+0.6% | Added |
| Cigna Investments Inc | 5,001 | $351.0K | 0.04% | −1,503−23.1% | Reduced |