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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, Q2 2022

Institutional positions in CMS Energy Corp as of Jun 30, 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
628
+6 vs. Q1 2022
Shares held
268.3M
+3.83M (+1.4%) vs. Q1 2022
Total value
$18.1B
−$352.9M (−1.9%) vs. Q1 2022
New holders
71
240 more added
Sold out
65
199 more reduced

14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 628 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 heldQ2 2022: $18.1B
Q1 2021: $16.0BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.3BQ1 2023: $16.8BQ2 2023: $16.4BQ3 2023: $14.7BQ4 2023: $17.9BQ1 2024: $19.1BQ2 2024: $18.1BQ3 2024: $22.0BQ4 2024: $19.0BQ1 2025: $21.7BQ2 2025: $20.5BQ3 2025: $22.6BQ4 2025: $20.6BQ1 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$20.6B
Q3 2025776$22.6B
Q2 2025745$20.5B
Q1 2025734$21.7B
Q4 2024716$19.0B
Q3 2024710$22.0B
Q2 2024686$18.1B
Q1 2024664$19.1B
Q4 2023633$17.9B
Q3 2023618$14.7B
Q2 2023629$16.4B
Q1 2023631$16.8B
Q4 2022636$17.3B
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$16.0B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2022.

Institutions holding CMS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc36,648,086$2.47B0.07%+695,929+1.9%Added
BlackRock Inc.26,673,541$1.80B0.06%+1,665,037+6.7%Added
State Street Corp16,773,429$1.13B0.07%+441,528+2.7%Added
JPMorgan Chase & Co16,252,772$1.10B0.16%+61,795+0.4%Added
Price T Rowe Associates Inc12,119,031$818.0M0.10%−4,990,345−29.2%Reduced
Capital International Investors9,852,247$664.8M0.18%−463,198−4.5%Reduced
Capital Research Global Investors6,178,333$417.0M0.13%−679,175−9.9%Reduced
Geode Capital Management, LLC5,937,216$400.1M0.06%+210,774+3.7%Added
Wells Fargo & Company5,757,684$388.6M0.12%+3,519,691+157.3%Added
Franklin Resources Inc4,917,760$331.9M0.16%+6,733+0.1%Added
Bank of New York Mellon Corp4,909,041$331.4M0.08%−28,401−0.6%Reduced
Pictet Asset Management SA4,738,246$319.8M0.45%−183,236−3.7%Reduced
Ameriprise Financial Inc4,645,813$313.8M0.11%+14,905+0.3%Added
Caisse de Depot Et Placement du Quebec4,319,800$291.6M0.80%+1,625,800+60.3%Added
Invesco Ltd.4,234,801$285.9M0.09%+62,249+1.5%Added
Legal & General Group Plc3,626,343$244.8M0.09%−60,236−1.6%Reduced
Goldman Sachs Group Inc3,450,558$232.9M0.07%−654,623−15.9%Reduced
Magellan Asset Management Ltd3,344,218$225.7M1.23%+926,658+38.3%Added
Northern Trust Corp3,185,707$215.0M0.05%+30,065+1.0%Added
Morgan Stanley2,963,814$200.1M0.03%+1,536,268+107.6%Added
Jennison Associates LLC2,596,330$175.3M0.17%+263,287+11.3%Added
Standard Life Aberdeen plc2,595,197$174.6M0.55%+347,288+15.4%Added
Massachusetts Financial Services Co2,474,601$167.0M0.06%−163,873−6.2%Reduced
Eaton Vance Management2,295,513$154.9M0.22%+618,257+36.9%Added
Bank of America Corp2,155,877$145.5M0.02%+66,731+3.2%Added
California Public Employees Retirement System2,150,552$145.2M0.14%−44,943−2.0%Reduced
FIL Ltd2,147,129$144.9M0.17%−265,965−11.0%Reduced
Echo Street Capital Management LLC1,938,210$130.8M1.19%+421,371+27.8%Added
Duff & Phelps Investment Management Co1,712,917$115.6M1.43%−285,511−14.3%Reduced
Zimmer Partners, LP1,667,210$112.5M2.41%−1,023,290−38.0%Reduced
Reaves W H & Co Inc1,523,230$102.8M3.53%−124,704−7.6%Reduced
Charles Schwab Investment Management Inc1,495,648$101.0M0.04%+7,459+0.5%Added
Bank of Montreal1,409,787$97.6M0.05%−63,738−4.3%Reduced
Norges Bank1,346,713$90.9M0.02%−27,941−2.0%Reduced
Cbre Clarion Securities LLC1,297,748$87.6M1.37%+185,557+16.7%Added
UBS Asset Management Americas Inc1,296,911$87.5M0.05%−103,036−7.4%Reduced
First Trust Advisors LP1,268,435$85.6M0.11%+115,337+10.0%Added
Swiss National Bank1,256,617$84.8M0.06%+1,900+0.2%Added
Scout Investments, Inc.1,172,811$79.2M1.57%+234,673+25.0%Added
Macquarie Group Ltd1,459,894$76.4M0.09%+340,578+30.4%Added
APG Asset Management N.V.1,177,397$76.0M0.18%−154,646−11.6%Reduced
Assenagon Asset Management S.A.1,116,763$75.4M0.32%+1,022,489+1,084.6%Added
Amundi1,069,637$70.4M0.06%+156,417+17.1%Added
ClearBridge Investments Ltd1,035,079$69.9M2.06%−678,915−39.6%Reduced
Dimensional Fund Advisors LP1,023,013$69.0M0.02%+40,407+4.1%Added
Royal Bank of Canada1,013,867$68.4M0.02%−36,747−3.5%Reduced
Renaissance Technologies LLC983,949$66.4M0.08%+152,400+18.3%Added
Victory Capital Management Inc952,807$64.3M0.07%+148,604+18.5%Added
Miller Howard Investments Inc938,680$63.4M2.45%+23,028+2.5%Added
TD Asset Management Inc912,117$61.6M0.07%−28,515−3.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.898,958$60.7M0.05%+45,186+5.3%Added
Lord, Abbett & Co. LLC845,500$57.1M0.20%+8,320+1.0%Added
Capital World Investors842,492$56.9M0.01%−82,441−8.9%Reduced
1832 Asset Management L.P.834,680$56.3M0.11%−252,414−23.2%Reduced
Deutsche Bank AG829,781$56.0M0.03%+12,924+1.6%Added
Vaughan Nelson Investment Management, L.P.816,214$55.1M0.74%−28,650−3.4%Reduced
Partners Group Holding AG791,097$53.4M3.14%−54,328−6.4%Reduced
Nuveen Asset Management, LLC760,650$51.3M0.02%−246,032−24.4%Reduced
Voloridge Investment Management, LLC756,464$51.1M0.26%+150,006+24.7%Added
Manufacturers Life Insurance Company, The751,349$50.7M0.04%−82,660−9.9%Reduced
Credit Suisse AG737,074$49.8M0.05%−61,556−7.7%Reduced
Cohen & Steers, Inc.718,514$48.5M0.10%00.0%Unchanged
ExodusPoint Capital Management, LP693,981$46.8M0.66%+655,484+1,702.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main682,092$46.0M0.08%−181,052−21.0%Reduced
Ci Investments Inc.616,105$41.6M0.19%+1,550+0.3%Added
Energy Income Partners, LLC595,878$40.2M0.93%+13,042+2.2%Added
Truist Financial Corp584,234$39.4M0.07%+30,027+5.4%Added
Rhumbline Advisers567,229$38.3M0.06%+53,583+10.4%Added
Citigroup Inc543,707$36.7M0.05%+28,919+5.6%Added
Martingale Asset Management L P540,180$36.5M0.66%−39,960−6.9%Reduced
California State Teachers Retirement System464,849$31.4M0.05%+543+0.1%Added
Bruce & Co., Inc.448,500$30.3M7.12%−20,000−4.3%Reduced
M&T Bank Corp470,736$29.8M0.14%+33,652+7.7%Added
Personal Capital Advisors Corp432,722$29.2M0.15%+8,620+2.0%Added
Cidel Asset Management Inc431,462$29.1M1.24%+39,567+10.1%Added
Russell Investments Group, Ltd.425,532$28.7M0.06%+222,968+110.1%Added
FMR LLC420,292$28.4M0.00%+21,930+5.5%Added
Raymond James & Associates416,644$28.1M0.03%−8,695−2.0%Reduced
Envestnet Asset Management Inc411,975$27.8M0.02%+45,449+12.4%Added
National Pension Service389,639$26.3M0.05%00.0%Unchanged
Balyasny Asset Management LLC387,589$26.2M0.11%+375,005+2,980.0%Added
Keybank National Association384,502$26.0M0.13%−3,513−0.9%Reduced
Old Republic International Corporation375,000$25.3M0.61%−450,000−54.5%Reduced
State Board of Administration of Florida Retirement System368,966$24.9M0.06%+6,640+1.8%Added
AQR Capital Management LLC369,137$24.7M0.06%−2,107−0.6%Reduced
Allianz Asset Management GmbH365,662$24.7M0.02%+247,356+209.1%Added
Principal Financial Group Inc365,436$24.7M0.02%−94,706−20.6%Reduced
Barclays PLC365,376$24.7M0.03%−250,817−40.7%Reduced
HSBC Holdings PLC365,821$24.6M0.04%−36,266−9.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys364,622$24.6M0.26%+2,688+0.7%Added
Alliancebernstein L.P.363,395$24.5M0.01%+6,796+1.9%Added
State of Tennessee, Treasury Department337,894$22.8M0.11%−165,485−32.9%Reduced
Mitsubishi UFJ Trust & Banking Corp321,221$21.7M0.06%+67,567+26.6%Added
New York State Common Retirement Fund317,428$21.4M0.03%−19,850−5.9%Reduced
Man Group plc–$21.3M0.09%––
New York State Teachers Retirement System313,814$21.2M0.05%−26,079−7.7%Reduced
Allspring Global Investments Holdings, LLC308,204$20.8M0.03%+16,868+5.8%Added
BI Asset Management Fondsmaeglerselskab A/S307,489$20.8M0.88%−41,491−11.9%Reduced
Adage Capital Partners GP, L.L.C.302,161$20.4M0.05%+302,161New
Putnam Investments LLC300,408$20.3M0.04%+300,408New