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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 35,308 | $2.38M | 0.01% | 00.0% | Unchanged |
| Tobam | 37,055 | $2.50M | 0.16% | −10,014−21.3% | Reduced |
| Texas Permanent School Fund | 38,321 | $2.59M | 0.04% | +737+2.0% | Added |
| Advisors Preferred, LLC | 38,936 | $2.63M | 0.68% | +38,936 | New |
| D. E. Shaw & Co., Inc. | 38,998 | $2.63M | 0.00% | −182,757−82.4% | Reduced |
| Janus Henderson Group PLC | 39,460 | $2.66M | 0.00% | −40,990−51.0% | Reduced |
| Mutual of America Capital Management LLC | 39,557 | $2.67M | 0.03% | +887+2.3% | Added |
| Bank of Nova Scotia | 40,726 | $2.75M | 0.01% | −12,640−23.7% | Reduced |
| Aviva PLC | 40,769 | $2.75M | 0.01% | −12,904−24.0% | Reduced |
| New York Life Investment Management LLC | 40,884 | $2.76M | 0.03% | +40,884 | New |
| Susquehanna International Group, LLP | 41,076 | $2.77M | 0.01% | −68,230−62.4% | Reduced |
| Nissay Asset Management Corp | 41,077 | $2.77M | 0.03% | +306+0.8% | Added |
| Seeyond | 41,371 | $2.79M | 0.32% | −11,019−21.0% | Reduced |
| Prudential PLC | 43,540 | $2.94M | 0.05% | −18,145−29.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 44,633 | $3.01M | 0.01% | +13,354+42.7% | Added |
| Jupiter Asset Management Ltd | 45,578 | $3.08M | 0.04% | +45,578 | New |
| Aquila Investment Management LLC | 46,000 | $3.10M | 2.21% | −2,000−4.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 46,535 | $3.14M | 0.01% | +21,751+87.8% | Added |
| Oregon Public Employees Retirement Fund | 48,056 | $3.24M | 0.05% | +24,688+105.6% | Added |
| Gulf International Bank (UK) Ltd | 49,269 | $3.28M | 0.06% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 48,633 | $3.28M | 0.10% | −205,543−80.9% | Reduced |
| Mackenzie Financial Corp | 49,566 | $3.35M | 0.01% | +269+0.5% | Added |
| Advisor Group Holdings, Inc. | 50,219 | $3.41M | 0.01% | +637+1.3% | Added |
| Bridgewater Associates, LP | 50,832 | $3.43M | 0.01% | +16,222+46.9% | Added |
| Capital International Sarl | 51,172 | $3.45M | 0.28% | −440−0.9% | Reduced |
| Utah Retirement Systems | 51,508 | $3.48M | 0.06% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 51,741 | $3.49M | 0.08% | −24,739−32.3% | Reduced |
| Natixis | 52,418 | $3.54M | 0.01% | −46,892−47.2% | Reduced |
| ING Groep NV | 54,596 | $3.69M | 0.04% | +8,624+18.8% | Added |
| Van Eck Associates Corp | 55,385 | $3.74M | 0.01% | −430−0.8% | Reduced |
| Logan Capital Management Inc | 55,526 | $3.75M | 0.22% | +613+1.1% | Added |
| Sigma Planning Corp | 55,591 | $3.75M | 0.14% | +328+0.6% | Added |
| Benjamin Edwards Inc | 55,687 | $3.76M | 1.10% | +527+1.0% | Added |
| DnB Asset Management AS | 59,156 | $3.99M | 0.03% | +2,086+3.7% | Added |
| Yousif Capital Management, LLC | 59,409 | $4.01M | 0.05% | −1,664−2.7% | Reduced |
| Alberta Investment Management Corp | 60,240 | $4.07M | 0.03% | +340+0.6% | Added |
| DekaBank Deutsche Girozentrale | 63,118 | $4.16M | 0.01% | −1,734−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 62,152 | $4.20M | 0.01% | +2,716+4.6% | Added |
| HighTower Advisors, LLC | 64,565 | $4.36M | 0.01% | +245+0.4% | Added |
| Shell Asset Management Co | 64,912 | $4.38M | 0.13% | −9,763−13.1% | Reduced |
| ProShare Advisors LLC | 64,934 | $4.38M | 0.01% | −19,258−22.9% | Reduced |
| Cipher Capital LP | 65,196 | $4.40M | 0.99% | +65,196 | New |
| Teacher Retirement System of Texas | 68,702 | $4.64M | 0.03% | +6,418+10.3% | Added |
| Summit Global Investments | 69,253 | $4.67M | 0.41% | +69,253 | New |
| Winton Group Ltd | 71,847 | $4.85M | 0.26% | +18,743+35.3% | Added |
| Versor Investments LP | 72,067 | $4.87M | 0.19% | +51,491+250.2% | Added |
| Berger Financial Group, Inc | 72,398 | $4.89M | 0.71% | +208+0.3% | Added |
| Westpac Banking Corp | 72,514 | $4.89M | 0.06% | +14,944+26.0% | Added |
| Captrust Financial Advisors | 72,630 | $4.90M | 0.03% | +733+1.0% | Added |
| Wealthfront Advisers LLC | 73,820 | $4.98M | 0.03% | −5,902−7.4% | Reduced |
| Capital Group Private Client Services, Inc. | 77,645 | $5.24M | 0.07% | +89+0.1% | Added |
| MetLife Investment Management | 78,141 | $5.27M | 0.04% | −684−0.9% | Reduced |
| State of Michigan Retirement System | 78,399 | $5.29M | 0.04% | +5,300+7.3% | Added |
| NewSquare Capital LLC | 79,593 | $5.37M | 0.69% | +7,443+10.3% | Added |
| USS Investment Management Ltd | 79,690 | $5.38M | 0.06% | −4,361−5.2% | Reduced |
| IFM Investors Pty Ltd | 79,809 | $5.39M | 0.09% | −4,184−5.0% | Reduced |
| Opus Investment Management Inc | 80,000 | $5.40M | 1.17% | −4,000−4.8% | Reduced |
| Fifth Third Bancorp | 80,593 | $5.44M | 0.03% | −855−1.0% | Reduced |
| Arizona State Retirement System | 80,870 | $5.46M | 0.05% | +230+0.3% | Added |
| Robeco Institutional Asset Management B.V. | 83,268 | $5.62M | 0.02% | +7,251+9.5% | Added |
| Amalgamated Bank | 83,893 | $5.66M | 0.05% | +11,267+15.5% | Added |
| State of Alaska, Department of Revenue | 86,734 | $5.85M | 0.07% | +4,135+5.0% | Added |
| Mattern Capital Management, LLC | 87,860 | $5.93M | 1.17% | −2,333−2.6% | Reduced |
| Nicholas Company, Inc. | 89,655 | $6.05M | 0.13% | +300.0% | Added |
| GQG Partners LLC | 90,764 | $6.13M | 0.02% | +67,058+282.9% | Added |
| Comerica Bank | 98,228 | $6.38M | 0.05% | −724−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 94,743 | $6.39M | 0.04% | +973+1.0% | Added |
| Retirement Systems of Alabama | 96,181 | $6.49M | 0.03% | +175+0.2% | Added |
| AE Wealth Management LLC | 97,073 | $6.55M | 0.05% | +33,426+52.5% | Added |
| LPL Financial LLC | 99,456 | $6.71M | 0.01% | +14,973+17.7% | Added |
| UBS Group AG | 99,634 | $6.73M | 0.00% | −66,100−39.9% | Reduced |
| Stifel Financial Corp | 103,571 | $6.99M | 0.01% | +2,627+2.6% | Added |
| Employees Retirement System of Texas | 105,286 | $7.11M | 0.10% | +15,000+16.6% | Added |
| Voya Investment Management LLC | 107,292 | $7.24M | 0.02% | −209,893−66.2% | Reduced |
| American International Group, Inc. | 107,869 | $7.28M | 0.05% | −2,192−2.0% | Reduced |
| Chartwell Investment Partners, LLC | 108,822 | $7.34M | 0.29% | −5,403−4.7% | Reduced |
| National Bank of Canada | 107,880 | $7.41M | 0.04% | −8,431−7.2% | Reduced |
| Howe & Rusling Inc | 115,052 | $7.77M | 0.98% | +3,122+2.8% | Added |
| MUFG Americas Holdings Corp | 120,936 | $8.16M | 0.19% | −322−0.3% | Reduced |
| Treasurer of the State of North Carolina | 122,500 | $8.27M | 0.05% | +11,926+10.8% | Added |
| Schroder Investment Management Group | 125,763 | $8.36M | 0.01% | +8,163+6.9% | Added |
| Cubist Systematic Strategies, LLC | 126,466 | $8.54M | 0.06% | +4,885+4.0% | Added |
| Natixis Advisors, L.P. | 126,953 | $8.57M | 0.04% | +2,971+2.4% | Added |
| Guggenheim Capital LLC | 130,505 | $8.81M | 0.07% | −68,342−34.4% | Reduced |
| Pacer Advisors, Inc. | 131,607 | $8.88M | 0.07% | +116,698+782.7% | Added |
| Citadel Advisors LLC | 132,125 | $8.92M | 0.01% | −183,984−58.2% | Reduced |
| Lazard Asset Management LLC | 132,713 | $8.96M | 0.01% | +50,474+61.4% | Added |
| Panagora Asset Management Inc | 136,203 | $9.19M | 0.06% | −5,402−3.8% | Reduced |
| Toronto Dominion Bank | 139,963 | $9.45M | 0.02% | −22,056−13.6% | Reduced |
| First American Trust, FSB | 142,709 | $9.63M | 1.52% | +142,709 | New |
| Korea Investment CORP | 144,860 | $9.78M | 0.03% | −90,540−38.5% | Reduced |
| Public Employees Retirement System of Ohio | 149,295 | $10.1M | 0.04% | −5,339−3.5% | Reduced |
| State of New Jersey Common Pension Fund D | 150,289 | $10.1M | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 154,844 | $10.5M | 0.01% | +80,177+107.4% | Added |
| CIBC Asset Management Inc | 156,018 | $10.5M | 0.04% | −9,472−5.7% | Reduced |
| STRS Ohio | 158,243 | $10.7M | 0.05% | −356,421−69.3% | Reduced |
| Canada Pension Plan Investment Board | 160,298 | $10.8M | 0.02% | −3,800−2.3% | Reduced |
| Premier Fund Managers Ltd | 164,300 | $10.9M | 0.49% | +164,300 | New |
| Qube Research & Technologies Ltd | 163,047 | $11.0M | 0.08% | +56,598+53.2% | Added |
| Westwood Holdings Group Inc. | 165,436 | $11.2M | 0.12% | −14,355−8.0% | Reduced |