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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: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 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$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
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$15.9B

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
Pendal Group Limited288,285$19.5M0.19%+288,285New
Eventide Asset Management, LLC286,800$19.4M0.41%+286,800New
BNP Paribas Arbitrage, SA260,349$17.6M0.04%+3,155+1.2%Added
Ensign Peak Advisors, Inc260,330$17.6M0.04%−136,881−34.5%Reduced
Prudential Financial Inc253,031$16.9M0.03%−1,126−0.4%Reduced
Abeille Asset Management SA242,064$16.3M0.58%−6,029−2.4%Reduced
Nisa Investment Advisors, LLC224,080$15.1M0.13%+2,660+1.2%Added
State of Wisconsin Investment Board219,483$14.8M0.04%−53,489−19.6%Reduced
RWC Asset Management LLP218,458$14.7M0.46%+12,624+6.1%Added
Los Angeles Capital Management LLC216,152$14.6M0.07%+132,998+159.9%Added
Forsta Ap-Fonden210,100$14.2M0.18%+121,800+137.9%Added
Intech Investment Management LLC207,872$14.0M0.08%+207,872New
Hennessy Advisors Inc205,398$13.9M0.83%+12,000+6.2%Added
Schonfeld Strategic Advisors LLC205,318$13.9M0.15%+11,018+5.7%Added
Adams Diversified Equity Fund, Inc.203,300$13.7M0.65%+203,300New
Nomura Asset Management Co Ltd203,204$13.7M0.09%−4,450−2.1%Reduced
Gabelli Funds LLC197,225$13.3M0.10%−3,200−1.6%Reduced
Epoch Investment Partners, Inc.190,044$12.8M0.08%+567+0.3%Added
Calamos Advisors LLC188,625$12.7M0.06%+5,080+2.8%Added
Asset Management One Co.,Ltd.182,970$12.3M0.06%−98,770−35.1%Reduced
US Bancorp176,405$11.9M0.02%−4,760−2.6%Reduced
Andra AP-fonden175,700$11.9M0.34%+175,700New
Great West Life Assurance Co175,305$11.8M0.03%−7,266−4.0%Reduced
Chevy Chase Trust Holdings, Inc.175,210$11.8M0.05%+999+0.6%Added
Mn Services Vermogensbeheer B.V.169,869$11.5M0.11%−39,700−18.9%Reduced
Railway Pension Investments Ltd167,800$11.3M0.11%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.165,580$11.2M0.05%+10,850+7.0%Added
Westwood Holdings Group Inc.165,436$11.2M0.12%−14,355−8.0%Reduced
Qube Research & Technologies Ltd163,047$11.0M0.08%+56,598+53.2%Added
Premier Fund Managers Ltd164,300$10.9M0.49%+164,300New
Canada Pension Plan Investment Board160,298$10.8M0.02%−3,800−2.3%Reduced
STRS Ohio158,243$10.7M0.05%−356,421−69.3%Reduced
CIBC Asset Management Inc156,018$10.5M0.04%−9,472−5.7%Reduced
American Century Companies Inc154,844$10.5M0.01%+80,177+107.4%Added
State of New Jersey Common Pension Fund D150,289$10.1M0.04%00.0%Unchanged
Public Employees Retirement System of Ohio149,295$10.1M0.04%−5,339−3.5%Reduced
Korea Investment CORP144,860$9.78M0.03%−90,540−38.5%Reduced
First American Trust, FSB142,709$9.63M1.52%+142,709New
Toronto Dominion Bank139,963$9.45M0.02%−22,056−13.6%Reduced
Panagora Asset Management Inc136,203$9.19M0.06%−5,402−3.8%Reduced
Lazard Asset Management LLC132,713$8.96M0.01%+50,474+61.4%Added
Citadel Advisors LLC132,125$8.92M0.01%−183,984−58.2%Reduced
Pacer Advisors, Inc.131,607$8.88M0.07%+116,698+782.7%Added
Guggenheim Capital LLC130,505$8.81M0.07%−68,342−34.4%Reduced
Natixis Advisors, L.P.126,953$8.57M0.04%+2,971+2.4%Added
Cubist Systematic Strategies, LLC126,466$8.54M0.06%+4,885+4.0%Added
Schroder Investment Management Group125,763$8.36M0.01%+8,163+6.9%Added
Treasurer of the State of North Carolina122,500$8.27M0.05%+11,926+10.8%Added
MUFG Americas Holdings Corp120,936$8.16M0.19%−322−0.3%Reduced
Howe & Rusling Inc115,052$7.77M0.98%+3,122+2.8%Added
National Bank of Canada107,880$7.41M0.04%−8,431−7.2%Reduced
Chartwell Investment Partners, LLC108,822$7.34M0.29%−5,403−4.7%Reduced
American International Group, Inc.107,869$7.28M0.05%−2,192−2.0%Reduced
Voya Investment Management LLC107,292$7.24M0.02%−209,893−66.2%Reduced
Employees Retirement System of Texas105,286$7.11M0.10%+15,000+16.6%Added
Stifel Financial Corp103,571$6.99M0.01%+2,627+2.6%Added
UBS Group AG99,634$6.73M0.00%−66,100−39.9%Reduced
LPL Financial LLC99,456$6.71M0.01%+14,973+17.7%Added
AE Wealth Management LLC97,073$6.55M0.05%+33,426+52.5%Added
Retirement Systems of Alabama96,181$6.49M0.03%+175+0.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)94,743$6.39M0.04%+973+1.0%Added
Comerica Bank98,228$6.38M0.05%−724−0.7%Reduced
GQG Partners LLC90,764$6.13M0.02%+67,058+282.9%Added
Nicholas Company, Inc.89,655$6.05M0.13%+300.0%Added
Mattern Capital Management, LLC87,860$5.93M1.17%−2,333−2.6%Reduced
State of Alaska, Department of Revenue86,734$5.85M0.07%+4,135+5.0%Added
Amalgamated Bank83,893$5.66M0.05%+11,267+15.5%Added
Robeco Institutional Asset Management B.V.83,268$5.62M0.02%+7,251+9.5%Added
Arizona State Retirement System80,870$5.46M0.05%+230+0.3%Added
Fifth Third Bancorp80,593$5.44M0.03%−855−1.0%Reduced
Opus Investment Management Inc80,000$5.40M1.17%−4,000−4.8%Reduced
IFM Investors Pty Ltd79,809$5.39M0.09%−4,184−5.0%Reduced
USS Investment Management Ltd79,690$5.38M0.06%−4,361−5.2%Reduced
NewSquare Capital LLC79,593$5.37M0.69%+7,443+10.3%Added
State of Michigan Retirement System78,399$5.29M0.04%+5,300+7.3%Added
MetLife Investment Management78,141$5.27M0.04%−684−0.9%Reduced
Capital Group Private Client Services, Inc.77,645$5.24M0.07%+89+0.1%Added
Wealthfront Advisers LLC73,820$4.98M0.03%−5,902−7.4%Reduced
Captrust Financial Advisors72,630$4.90M0.03%+733+1.0%Added
Westpac Banking Corp72,514$4.89M0.06%+14,944+26.0%Added
Berger Financial Group, Inc72,398$4.89M0.71%+208+0.3%Added
Versor Investments LP72,067$4.87M0.19%+51,491+250.2%Added
Winton Group Ltd71,847$4.85M0.26%+18,743+35.3%Added
Summit Global Investments69,253$4.67M0.41%+69,253New
Teacher Retirement System of Texas68,702$4.64M0.03%+6,418+10.3%Added
Cipher Capital LP65,196$4.40M0.99%+65,196New
ProShare Advisors LLC64,934$4.38M0.01%−19,258−22.9%Reduced
Shell Asset Management Co64,912$4.38M0.13%−9,763−13.1%Reduced
HighTower Advisors, LLC64,565$4.36M0.01%+245+0.4%Added
Commonwealth Equity Services, LLC62,152$4.20M0.01%+2,716+4.6%Added
DekaBank Deutsche Girozentrale63,118$4.16M0.01%−1,734−2.7%Reduced
Alberta Investment Management Corp60,240$4.07M0.03%+340+0.6%Added
Yousif Capital Management, LLC59,409$4.01M0.05%−1,664−2.7%Reduced
DnB Asset Management AS59,156$3.99M0.03%+2,086+3.7%Added
Benjamin Edwards Inc55,687$3.76M1.10%+527+1.0%Added
Sigma Planning Corp55,591$3.75M0.14%+328+0.6%Added
Logan Capital Management Inc55,526$3.75M0.22%+613+1.1%Added
Van Eck Associates Corp55,385$3.74M0.01%−430−0.8%Reduced
ING Groep NV54,596$3.69M0.04%+8,624+18.8%Added
Natixis52,418$3.54M0.01%−46,892−47.2%Reduced