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, 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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Foster & Motley Inc | 11,459 | $773.0K | 0.07% | −120−1.0% | Reduced |
| Colony Group LLC | 11,468 | $774.0K | 0.01% | −208−1.8% | Reduced |
| Cerity Partners LLC | 11,476 | $775.0K | 0.01% | +11,476 | New |
| Advisors Asset Management, Inc. | 11,504 | $777.0K | 0.01% | +11,504 | New |
| Northwestern Mutual Investment Management Company, LLC | 11,595 | $783.0K | 0.02% | +69+0.6% | Added |
| Nordea Investment Management AB | 12,217 | $818.0K | 0.00% | −11,368−48.2% | Reduced |
| Thrivent Financial for Lutherans | 12,312 | $831.0K | 0.00% | +57+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 12,323 | $832.0K | 0.05% | +423+3.6% | Added |
| Everence Capital Management Inc | 12,530 | $846.0K | 0.08% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,632 | $853.0K | 0.00% | −1,306−9.4% | Reduced |
| Veriti Management LLC | 12,633 | $853.0K | 0.12% | +2,457+24.1% | Added |
| Neuberger Berman Group LLC | 12,787 | $863.0K | 0.00% | −5,176−28.8% | Reduced |
| Aurora Investment Counsel | 13,236 | $893.0K | 0.64% | +44+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,811 | $932.0K | 0.05% | +1,830+15.3% | Added |
| Vident Investment Advisory, LLC | 13,918 | $938.0K | 0.03% | +2,282+19.6% | Added |
| Advisor Partners LLC | 14,049 | $948.0K | 0.07% | +1,456+11.6% | Added |
| Profund Advisors LLC | 14,097 | $952.0K | 0.06% | +610+4.5% | Added |
| Horizon Kinetics Asset Management LLC | 14,575 | $984.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 14,588 | $985.0K | 0.00% | +401+2.8% | Added |
| Holocene Advisors, LP | 14,604 | $986.0K | 0.01% | −107,421−88.0% | Reduced |
| Huntington National Bank | 14,640 | $988.0K | 0.01% | +1,417+10.7% | Added |
| JustInvest LLC | 14,646 | $989.0K | 0.05% | +4,303+41.6% | Added |
| Brinker Capital Investments, LLC | 14,778 | $998.0K | 0.02% | −274−1.8% | Reduced |
| Ergoteles LLC | 14,967 | $1.01M | 0.03% | +14,967 | New |
| Mariner, LLC | 15,317 | $1.03M | 0.00% | +344+2.3% | Added |
| Pettee Investors, Inc. | 15,368 | $1.04M | 0.52% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 15,460 | $1.04M | 0.00% | +2,597+20.2% | Added |
| SEI Investments Co | 15,535 | $1.05M | 0.00% | +7,720+98.8% | Added |
| HB Wealth Management, LLC | 15,641 | $1.06M | 0.02% | −270−1.7% | Reduced |
| Engineers Gate Manager LP | 15,684 | $1.06M | 0.04% | +617+4.1% | Added |
| Kesler, Norman & Wride, LLC | 15,896 | $1.07M | 0.30% | +35+0.2% | Added |
| Moody National Bank Trust Division | 15,968 | $1.08M | 0.11% | −12,392−43.7% | Reduced |
| New Mexico Educational Retirement Board | 16,110 | $1.09M | 0.05% | −700−4.2% | Reduced |
| AXA S.A. | 16,395 | $1.11M | 0.00% | +295+1.8% | Added |
| Hantz Financial Services, Inc. | 16,518 | $1.11M | 0.04% | −1,886−10.2% | Reduced |
| Avantax Advisory Services, Inc. | 16,567 | $1.12M | 0.02% | +1,421+9.4% | Added |
| Illinois Municipal Retirement Fund | 16,590 | $1.12M | 0.03% | +10,242+161.3% | Added |
| Greenleaf Trust | 16,726 | $1.13M | 0.02% | −293−1.7% | Reduced |
| Chesley Taft & Associates LLC | 17,250 | $1.16M | 0.08% | +225+1.3% | Added |
| Metropolitan Life Insurance Co | 17,473 | $1.18M | 0.05% | −408−2.3% | Reduced |
| Toews Corp | 17,600 | $1.19M | 0.79% | +11,800+203.4% | Added |
| Brasada Capital Management, LP | 17,616 | $1.19M | 0.27% | +1,438+8.9% | Added |
| Sumitomo Life Insurance Co | 17,691 | $1.19M | 0.03% | +467+2.7% | Added |
| Louisiana State Employees Retirement System | 18,400 | $1.20M | 0.03% | +100+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,715 | $1.20M | 0.07% | −986−5.3% | Reduced |
| Creative Planning | 17,894 | $1.21M | 0.00% | +3,234+22.1% | Added |
| Regentatlantic Capital LLC | 17,940 | $1.21M | 0.04% | +60.0% | Added |
| Daiwa Securities Group Inc. | 18,419 | $1.24M | 0.01% | +512+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 18,517 | $1.25M | 0.02% | −200−1.1% | Reduced |
| CIBC World Markets Inc. | 18,845 | $1.27M | 0.01% | −37,117−66.3% | Reduced |
| Mercer Global Advisors Inc | 19,630 | $1.32M | 0.01% | +1,468+8.1% | Added |
| Squarepoint Ops LLC | 20,147 | $1.36M | 0.01% | −23,931−54.3% | Reduced |
| CIBC World Markets Corp | 20,254 | $1.37M | 0.01% | +2,634+14.9% | Added |
| Ossiam | 20,258 | $1.37M | 0.04% | +20,258 | New |
| Assetmark, Inc | 20,325 | $1.37M | 0.01% | +10,886+115.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,403 | $1.38M | 0.01% | +624+3.2% | Added |
| KBC Group NV | 20,412 | $1.38M | 0.01% | +469+2.4% | Added |
| GWM Advisors LLC | 20,585 | $1.39M | 0.02% | −9,494−31.6% | Reduced |
| Banque Cantonale Vaudoise | 20,645 | $1.39M | 0.07% | +7,100+52.4% | Added |
| BLB&B Advisors, LLC | 20,734 | $1.40M | 0.11% | −1,530−6.9% | Reduced |
| Norinchukin Bank, The | 20,967 | $1.42M | 0.03% | −6,128−22.6% | Reduced |
| Kentucky Retirement Systems | 21,533 | $1.45M | 0.06% | +3,064+16.6% | Added |
| Telemus Capital, LLC | 21,619 | $1.46M | 0.14% | +21,619 | New |
| Maryland State Retirement & Pension System | 21,844 | $1.47M | 0.05% | 00.0% | Unchanged |
| Zhang Financial LLC | 22,024 | $1.49M | 0.24% | +22,024 | New |
| Jacobs Levy Equity Management, Inc | 22,425 | $1.51M | 0.01% | +15,111+206.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,513 | $1.52M | 0.04% | +104+0.5% | Added |
| Elo Mutual Pension Insurance Co | 22,784 | $1.54M | 0.05% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 23,719 | $1.60M | 0.12% | +23,719 | New |
| Blueshift Asset Management, LLC | 24,315 | $1.64M | 0.27% | +16,302+203.4% | Added |
| Securian Asset Management, Inc | 24,527 | $1.66M | 0.04% | −684−2.7% | Reduced |
| Dean Investment Associates, LLC | 24,997 | $1.69M | 0.33% | −55−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 25,075 | $1.69M | 0.01% | +1,975+8.5% | Added |
| Xponance, Inc. | 25,387 | $1.71M | 0.03% | +6,604+35.2% | Added |
| First Citizens Bank & Trust Co | 25,926 | $1.75M | 0.06% | +25,926 | New |
| Virtus ETF Advisers LLC | 26,236 | $1.77M | 0.66% | +1,105+4.4% | Added |
| Kempen Capital Management N.V. | 26,438 | $1.78M | 0.06% | +26,438 | New |
| Point72 Hong Kong Ltd | 26,630 | $1.80M | 0.12% | +18,329+220.8% | Added |
| Oxler Private Wealth LLC | 26,952 | $1.82M | 0.88% | +170+0.6% | Added |
| Bahl & Gaynor Inc | 26,958 | $1.82M | 0.01% | −96−0.4% | Reduced |
| Hartford Investment Management Co | 27,877 | $1.88M | 0.06% | +520+1.9% | Added |
| Public Sector Pension Investment Board | 27,907 | $1.88M | 0.02% | −12,609−31.1% | Reduced |
| Gamco Investors, Inc. Et Al | 28,200 | $1.90M | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 28,449 | $1.92M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 28,834 | $1.95M | 0.04% | +20,509+246.4% | Added |
| New England Asset Management Inc | 28,926 | $1.95M | 0.03% | +1,373+5.0% | Added |
| Atria Investments LLC | 29,226 | $1.97M | 0.04% | +14,255+95.2% | Added |
| Private Advisor Group, LLC | 29,748 | $2.01M | 0.02% | −15,548−34.3% | Reduced |
| Baird Financial Group, Inc. | 30,345 | $2.05M | 0.01% | −242−0.8% | Reduced |
| Cox Capital Mgt LLC | 31,338 | $2.12M | 1.44% | −559−1.8% | Reduced |
| WealthTrust Axiom LLC | 31,800 | $2.15M | 0.76% | −50−0.2% | Reduced |
| Two Sigma Investments, LP | 31,956 | $2.16M | 0.01% | −191,079−85.7% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 32,175 | $2.17M | 0.28% | −740−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 32,395 | $2.19M | 0.06% | −520−1.6% | Reduced |
| Exchange Capital Management, Inc. | 33,420 | $2.26M | 0.49% | −920−2.7% | Reduced |
| British Columbia Investment Management Corp | 33,497 | $2.26M | 0.02% | −11,227−25.1% | Reduced |
| Janney Montgomery Scott LLC | 34,091 | $2.28M | 0.01% | −4,077−10.7% | Reduced |
| Amica Mutual Insurance Co | 34,388 | $2.32M | 0.29% | −14,766−30.0% | Reduced |
| The PNC Financial Services Group, Inc. | 34,452 | $2.32M | 0.00% | −27−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 34,854 | $2.35M | 0.05% | −20,984−37.6% | Reduced |