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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 51,741 | $3.49M | 0.08% | −24,739−32.3% | Reduced |
| Utah Retirement Systems | 51,508 | $3.48M | 0.06% | 00.0% | Unchanged |
| Capital International Sarl | 51,172 | $3.45M | 0.28% | −440−0.9% | Reduced |
| Bridgewater Associates, LP | 50,832 | $3.43M | 0.01% | +16,222+46.9% | Added |
| Advisor Group Holdings, Inc. | 50,219 | $3.41M | 0.01% | +637+1.3% | Added |
| Mackenzie Financial Corp | 49,566 | $3.35M | 0.01% | +269+0.5% | Added |
| Tudor Investment Corp Et Al | 48,633 | $3.28M | 0.10% | −205,543−80.9% | Reduced |
| Gulf International Bank (UK) Ltd | 49,269 | $3.28M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 48,056 | $3.24M | 0.05% | +24,688+105.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 46,535 | $3.14M | 0.01% | +21,751+87.8% | Added |
| Aquila Investment Management LLC | 46,000 | $3.10M | 2.21% | −2,000−4.2% | Reduced |
| Jupiter Asset Management Ltd | 45,578 | $3.08M | 0.04% | +45,578 | New |
| Raymond James Financial Services Advisors, Inc. | 44,633 | $3.01M | 0.01% | +13,354+42.7% | Added |
| Prudential PLC | 43,540 | $2.94M | 0.05% | −18,145−29.4% | Reduced |
| Seeyond | 41,371 | $2.79M | 0.32% | −11,019−21.0% | Reduced |
| 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 |
| New York Life Investment Management LLC | 40,884 | $2.76M | 0.03% | +40,884 | New |
| Aviva PLC | 40,769 | $2.75M | 0.01% | −12,904−24.0% | Reduced |
| Bank of Nova Scotia | 40,726 | $2.75M | 0.01% | −12,640−23.7% | Reduced |
| Mutual of America Capital Management LLC | 39,557 | $2.67M | 0.03% | +887+2.3% | Added |
| Janus Henderson Group PLC | 39,460 | $2.66M | 0.00% | −40,990−51.0% | Reduced |
| D. E. Shaw & Co., Inc. | 38,998 | $2.63M | 0.00% | −182,757−82.4% | Reduced |
| Advisors Preferred, LLC | 38,936 | $2.63M | 0.68% | +38,936 | New |
| Texas Permanent School Fund | 38,321 | $2.59M | 0.04% | +737+2.0% | Added |
| Tobam | 37,055 | $2.50M | 0.16% | −10,014−21.3% | Reduced |
| Public Employees Retirement Association of Colorado | 35,308 | $2.38M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 34,854 | $2.35M | 0.05% | −20,984−37.6% | Reduced |
| The PNC Financial Services Group, Inc. | 34,452 | $2.32M | 0.00% | −27−0.1% | Reduced |
| Amica Mutual Insurance Co | 34,388 | $2.32M | 0.29% | −14,766−30.0% | Reduced |
| Janney Montgomery Scott LLC | 34,091 | $2.28M | 0.01% | −4,077−10.7% | Reduced |
| British Columbia Investment Management Corp | 33,497 | $2.26M | 0.02% | −11,227−25.1% | Reduced |
| Exchange Capital Management, Inc. | 33,420 | $2.26M | 0.49% | −920−2.7% | Reduced |
| Crossmark Global Holdings, Inc. | 32,395 | $2.19M | 0.06% | −520−1.6% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 32,175 | $2.17M | 0.28% | −740−2.2% | Reduced |
| Two Sigma Investments, LP | 31,956 | $2.16M | 0.01% | −191,079−85.7% | Reduced |
| WealthTrust Axiom LLC | 31,800 | $2.15M | 0.76% | −50−0.2% | Reduced |
| Cox Capital Mgt LLC | 31,338 | $2.12M | 1.44% | −559−1.8% | Reduced |
| Baird Financial Group, Inc. | 30,345 | $2.05M | 0.01% | −242−0.8% | Reduced |
| Private Advisor Group, LLC | 29,748 | $2.01M | 0.02% | −15,548−34.3% | Reduced |
| Atria Investments LLC | 29,226 | $1.97M | 0.04% | +14,255+95.2% | Added |
| New England Asset Management Inc | 28,926 | $1.95M | 0.03% | +1,373+5.0% | Added |
| Verition Fund Management LLC | 28,834 | $1.95M | 0.04% | +20,509+246.4% | Added |
| First Manhattan Co | 28,449 | $1.92M | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 28,200 | $1.90M | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 27,907 | $1.88M | 0.02% | −12,609−31.1% | Reduced |
| Hartford Investment Management Co | 27,877 | $1.88M | 0.06% | +520+1.9% | Added |
| Bahl & Gaynor Inc | 26,958 | $1.82M | 0.01% | −96−0.4% | Reduced |
| Oxler Private Wealth LLC | 26,952 | $1.82M | 0.88% | +170+0.6% | Added |
| Point72 Hong Kong Ltd | 26,630 | $1.80M | 0.12% | +18,329+220.8% | Added |
| Kempen Capital Management N.V. | 26,438 | $1.78M | 0.06% | +26,438 | New |
| Virtus ETF Advisers LLC | 26,236 | $1.77M | 0.66% | +1,105+4.4% | Added |
| First Citizens Bank & Trust Co | 25,926 | $1.75M | 0.06% | +25,926 | New |
| Xponance, Inc. | 25,387 | $1.71M | 0.03% | +6,604+35.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 25,075 | $1.69M | 0.01% | +1,975+8.5% | Added |
| Dean Investment Associates, LLC | 24,997 | $1.69M | 0.33% | −55−0.2% | Reduced |
| Securian Asset Management, Inc | 24,527 | $1.66M | 0.04% | −684−2.7% | Reduced |
| Blueshift Asset Management, LLC | 24,315 | $1.64M | 0.27% | +16,302+203.4% | Added |
| Steel Peak Wealth Management LLC | 23,719 | $1.60M | 0.12% | +23,719 | New |
| Elo Mutual Pension Insurance Co | 22,784 | $1.54M | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,513 | $1.52M | 0.04% | +104+0.5% | Added |
| Jacobs Levy Equity Management, Inc | 22,425 | $1.51M | 0.01% | +15,111+206.6% | Added |
| Zhang Financial LLC | 22,024 | $1.49M | 0.24% | +22,024 | New |
| Maryland State Retirement & Pension System | 21,844 | $1.47M | 0.05% | 00.0% | Unchanged |
| Telemus Capital, LLC | 21,619 | $1.46M | 0.14% | +21,619 | New |
| Kentucky Retirement Systems | 21,533 | $1.45M | 0.06% | +3,064+16.6% | Added |
| Norinchukin Bank, The | 20,967 | $1.42M | 0.03% | −6,128−22.6% | Reduced |
| BLB&B Advisors, LLC | 20,734 | $1.40M | 0.11% | −1,530−6.9% | Reduced |
| Banque Cantonale Vaudoise | 20,645 | $1.39M | 0.07% | +7,100+52.4% | Added |
| GWM Advisors LLC | 20,585 | $1.39M | 0.02% | −9,494−31.6% | Reduced |
| KBC Group NV | 20,412 | $1.38M | 0.01% | +469+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,403 | $1.38M | 0.01% | +624+3.2% | Added |
| Assetmark, Inc | 20,325 | $1.37M | 0.01% | +10,886+115.3% | Added |
| 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 |
| Squarepoint Ops LLC | 20,147 | $1.36M | 0.01% | −23,931−54.3% | Reduced |
| Mercer Global Advisors Inc | 19,630 | $1.32M | 0.01% | +1,468+8.1% | Added |
| CIBC World Markets Inc. | 18,845 | $1.27M | 0.01% | −37,117−66.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,517 | $1.25M | 0.02% | −200−1.1% | Reduced |
| Daiwa Securities Group Inc. | 18,419 | $1.24M | 0.01% | +512+2.9% | Added |
| Regentatlantic Capital LLC | 17,940 | $1.21M | 0.04% | +60.0% | Added |
| Creative Planning | 17,894 | $1.21M | 0.00% | +3,234+22.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,715 | $1.20M | 0.07% | −986−5.3% | Reduced |
| Louisiana State Employees Retirement System | 18,400 | $1.20M | 0.03% | +100+0.5% | Added |
| Sumitomo Life Insurance Co | 17,691 | $1.19M | 0.03% | +467+2.7% | Added |
| Brasada Capital Management, LP | 17,616 | $1.19M | 0.27% | +1,438+8.9% | Added |
| Toews Corp | 17,600 | $1.19M | 0.79% | +11,800+203.4% | Added |
| Metropolitan Life Insurance Co | 17,473 | $1.18M | 0.05% | −408−2.3% | Reduced |
| Chesley Taft & Associates LLC | 17,250 | $1.16M | 0.08% | +225+1.3% | Added |
| Greenleaf Trust | 16,726 | $1.13M | 0.02% | −293−1.7% | Reduced |
| Illinois Municipal Retirement Fund | 16,590 | $1.12M | 0.03% | +10,242+161.3% | Added |
| Avantax Advisory Services, Inc. | 16,567 | $1.12M | 0.02% | +1,421+9.4% | Added |
| Hantz Financial Services, Inc. | 16,518 | $1.11M | 0.04% | −1,886−10.2% | Reduced |
| AXA S.A. | 16,395 | $1.11M | 0.00% | +295+1.8% | Added |
| New Mexico Educational Retirement Board | 16,110 | $1.09M | 0.05% | −700−4.2% | Reduced |
| Moody National Bank Trust Division | 15,968 | $1.08M | 0.11% | −12,392−43.7% | Reduced |
| Kesler, Norman & Wride, LLC | 15,896 | $1.07M | 0.30% | +35+0.2% | Added |
| Engineers Gate Manager LP | 15,684 | $1.06M | 0.04% | +617+4.1% | Added |
| HB Wealth Management, LLC | 15,641 | $1.06M | 0.02% | −270−1.7% | Reduced |
| SEI Investments Co | 15,535 | $1.05M | 0.00% | +7,720+98.8% | Added |