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 |
|---|---|---|---|---|---|
| FIL Ltd | 2,147,129 | $144.9M | 0.17% | −265,965−11.0% | Reduced |
| California Public Employees Retirement System | 2,150,552 | $145.2M | 0.14% | −44,943−2.0% | Reduced |
| Bank of America Corp | 2,155,877 | $145.5M | 0.02% | +66,731+3.2% | Added |
| Eaton Vance Management | 2,295,513 | $154.9M | 0.22% | +618,257+36.9% | Added |
| Massachusetts Financial Services Co | 2,474,601 | $167.0M | 0.06% | −163,873−6.2% | Reduced |
| Standard Life Aberdeen plc | 2,595,197 | $174.6M | 0.55% | +347,288+15.4% | Added |
| Jennison Associates LLC | 2,596,330 | $175.3M | 0.17% | +263,287+11.3% | Added |
| Morgan Stanley | 2,963,814 | $200.1M | 0.03% | +1,536,268+107.6% | Added |
| Northern Trust Corp | 3,185,707 | $215.0M | 0.05% | +30,065+1.0% | Added |
| Magellan Asset Management Ltd | 3,344,218 | $225.7M | 1.23% | +926,658+38.3% | Added |
| Goldman Sachs Group Inc | 3,450,558 | $232.9M | 0.07% | −654,623−15.9% | Reduced |
| Legal & General Group Plc | 3,626,343 | $244.8M | 0.09% | −60,236−1.6% | Reduced |
| Invesco Ltd. | 4,234,801 | $285.9M | 0.09% | +62,249+1.5% | Added |
| Caisse de Depot Et Placement du Quebec | 4,319,800 | $291.6M | 0.80% | +1,625,800+60.3% | Added |
| Ameriprise Financial Inc | 4,645,813 | $313.8M | 0.11% | +14,905+0.3% | Added |
| Pictet Asset Management SA | 4,738,246 | $319.8M | 0.45% | −183,236−3.7% | Reduced |
| Bank of New York Mellon Corp | 4,909,041 | $331.4M | 0.08% | −28,401−0.6% | Reduced |
| Franklin Resources Inc | 4,917,760 | $331.9M | 0.16% | +6,733+0.1% | Added |
| Wells Fargo & Company | 5,757,684 | $388.6M | 0.12% | +3,519,691+157.3% | Added |
| Geode Capital Management, LLC | 5,937,216 | $400.1M | 0.06% | +210,774+3.7% | Added |
| Capital Research Global Investors | 6,178,333 | $417.0M | 0.13% | −679,175−9.9% | Reduced |
| Capital International Investors | 9,852,247 | $664.8M | 0.18% | −463,198−4.5% | Reduced |
| Price T Rowe Associates Inc | 12,119,031 | $818.0M | 0.10% | −4,990,345−29.2% | Reduced |
| JPMorgan Chase & Co | 16,252,772 | $1.10B | 0.16% | +61,795+0.4% | Added |
| State Street Corp | 16,773,429 | $1.13B | 0.07% | +441,528+2.7% | Added |
| BlackRock Inc. | 26,673,541 | $1.80B | 0.06% | +1,665,037+6.7% | Added |
| Vanguard Group Inc | 36,648,086 | $2.47B | 0.07% | +695,929+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −730,907−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −252,246−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −183,978−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −56,309−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −41,633−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −38,148−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −36,605−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −30,398−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −28,519−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −20,896−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,113−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −14,263−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,154−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,050−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −9,796−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −8,268−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,179−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −8,007−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −34,410−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,247−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −6,230−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,213−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,718−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,269−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −5,085−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −4,624−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,519−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −4,424−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −4,112−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −4,087−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Spartan Planning & Wealth Management | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −2,959−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Successful Portfolios LLC | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Ami Investment Management Inc | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| American National Insurance Co | – | – | – | – | Not filed |
| American National Registered Investment Advisor, Inc. | – | – | – | – | Not filed |