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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 15,460 | $1.04M | 0.00% | +2,597+20.2% | Added |
| Pettee Investors, Inc. | 15,368 | $1.04M | 0.52% | 00.0% | Unchanged |
| Mariner, LLC | 15,317 | $1.03M | 0.00% | +344+2.3% | Added |
| Ergoteles LLC | 14,967 | $1.01M | 0.03% | +14,967 | New |
| Brinker Capital Investments, LLC | 14,778 | $998.0K | 0.02% | −274−1.8% | Reduced |
| JustInvest LLC | 14,646 | $989.0K | 0.05% | +4,303+41.6% | Added |
| Huntington National Bank | 14,640 | $988.0K | 0.01% | +1,417+10.7% | Added |
| Holocene Advisors, LP | 14,604 | $986.0K | 0.01% | −107,421−88.0% | Reduced |
| First Republic Investment Management, Inc. | 14,588 | $985.0K | 0.00% | +401+2.8% | Added |
| Horizon Kinetics Asset Management LLC | 14,575 | $984.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 14,097 | $952.0K | 0.06% | +610+4.5% | Added |
| Advisor Partners LLC | 14,049 | $948.0K | 0.07% | +1,456+11.6% | Added |
| Vident Investment Advisory, LLC | 13,918 | $938.0K | 0.03% | +2,282+19.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,811 | $932.0K | 0.05% | +1,830+15.3% | Added |
| Aurora Investment Counsel | 13,236 | $893.0K | 0.64% | +44+0.3% | Added |
| Neuberger Berman Group LLC | 12,787 | $863.0K | 0.00% | −5,176−28.8% | Reduced |
| 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 |
| Everence Capital Management Inc | 12,530 | $846.0K | 0.08% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 12,323 | $832.0K | 0.05% | +423+3.6% | Added |
| Thrivent Financial for Lutherans | 12,312 | $831.0K | 0.00% | +57+0.5% | Added |
| Nordea Investment Management AB | 12,217 | $818.0K | 0.00% | −11,368−48.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,595 | $783.0K | 0.02% | +69+0.6% | Added |
| Advisors Asset Management, Inc. | 11,504 | $777.0K | 0.01% | +11,504 | New |
| Cerity Partners LLC | 11,476 | $775.0K | 0.01% | +11,476 | New |
| Colony Group LLC | 11,468 | $774.0K | 0.01% | −208−1.8% | Reduced |
| Foster & Motley Inc | 11,459 | $773.0K | 0.07% | −120−1.0% | Reduced |
| Banque Pictet & Cie SA | 11,305 | $763.0K | 0.01% | −784−6.5% | Reduced |
| Capital International Inc | 11,071 | $747.0K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 10,609 | $716.0K | 0.02% | +10,609 | New |
| XTX Topco Ltd | 10,484 | $708.0K | 0.29% | +3,468+49.4% | Added |
| Northwestern Mutual Wealth Management Co | 10,275 | $693.0K | 0.00% | −626−5.7% | Reduced |
| Finer Wealth Management, Inc. | 10,139 | $684.0K | 0.62% | −2,731−21.2% | Reduced |
| Prospera Financial Services Inc | 9,947 | $671.0K | 0.03% | −1,254−11.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,912 | $669.0K | 0.06% | +1,359+15.9% | Added |
| Mirador Capital Partners LP | 9,848 | $665.0K | 0.16% | +934+10.5% | Added |
| SG Americas Securities, LLC | 9,850 | $665.0K | 0.01% | +3,513+55.4% | Added |
| Teza Capital Management LLC | 9,711 | $655.0K | 0.25% | −12,474−56.2% | Reduced |
| Fiduciary Trust Co | 9,654 | $652.0K | 0.01% | −7−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 9,311 | $628.0K | 0.02% | +212+2.3% | Added |
| Acorn Wealth Advisors, LLC | 9,214 | $622.0K | 0.49% | +352+4.0% | Added |
| Kestra Advisory Services, LLC | 9,135 | $617.0K | 0.01% | +2,980+48.4% | Added |
| Community Capital Management, Inc. | 9,100 | $615.0K | 0.75% | +4,100+82.0% | Added |
| Qtron Investments LLC | 9,071 | $612.0K | 0.13% | 00.0% | Unchanged |
| Commerce Bank | 9,006 | $608.0K | 0.00% | +2,875+46.9% | Added |
| Glenmede Trust Co NA | 8,970 | $605.0K | 0.00% | +162+1.8% | Added |
| Aigen Investment Management, LP | 8,849 | $597.0K | 0.10% | −100,718−91.9% | Reduced |
| Thomas White International Ltd | 8,803 | $594.0K | 0.12% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 8,721 | $589.0K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,710 | $588.0K | 0.00% | +465+5.6% | Added |
| Plante Moran Financial Advisors, LLC | 8,685 | $586.0K | 0.10% | −623−6.7% | Reduced |
| Veritable, L.P. | 8,655 | $584.0K | 0.01% | +101+1.2% | Added |
| Raymond James Trust N.A. | 8,405 | $567.0K | 0.02% | −262−3.0% | Reduced |
| Natixis Investment Managers International | 8,320 | $561.0K | 0.01% | +1,370+19.7% | Added |
| Bailard, Inc. | 8,301 | $560.0K | 0.02% | +111+1.4% | Added |
| Kinneret Advisory, LLC | 7,924 | $535.0K | 0.07% | +168+2.2% | Added |
| Bessemer Group Inc | 7,923 | $534.0K | 0.00% | −111−1.4% | Reduced |
| Whittier Trust Co | 7,698 | $519.0K | 0.01% | +317+4.3% | Added |
| Hudson Valley Investment Advisors Inc | 7,498 | $506.0K | 0.08% | +485+6.9% | Added |
| Conning Inc. | 7,160 | $483.0K | 0.01% | −526−6.8% | Reduced |
| Jane Street Group, LLC | 7,092 | $479.0K | 0.00% | −115,349−94.2% | Reduced |
| Sanford Advisory Services, LLC | 6,922 | $467.0K | 0.13% | +5+0.1% | Added |
| Bridgefront Capital, LLC | 6,860 | $463.0K | 0.51% | +6,860 | New |
| Two Sigma Securities, LLC | 6,778 | $458.0K | 0.08% | +6,778 | New |
| Blair William & Co | 6,768 | $457.0K | 0.00% | +207+3.2% | Added |
| Vestcor Inc | 6,744 | $455.0K | 0.02% | +2,161+47.2% | Added |
| PDS Planning, Inc | 6,592 | $445.0K | 0.08% | +132+2.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,401 | $432.0K | 0.01% | +33+0.5% | Added |
| Balentine LLC | 6,358 | $429.0K | 0.02% | +3,302+108.0% | Added |
| Kestra Private Wealth Services, LLC | 6,220 | $420.0K | 0.02% | +3,096+99.1% | Added |
| Wedbush Securities Inc | 6,161 | $416.0K | 0.02% | −16−0.3% | Reduced |
| Horizon Investments, LLC | 5,988 | $401.0K | 0.01% | −849−12.4% | Reduced |
| Swiss Life Asset Management Ltd | 5,876 | $396.6K | 0.01% | −15,699−72.8% | Reduced |
| Empirical Finance, LLC | 5,864 | $396.0K | 0.05% | +318+5.7% | Added |
| Contravisory Investment Management, Inc. | 5,792 | $391.0K | 0.13% | +5,792 | New |
| Prelude Capital Management, LLC | 5,751 | $388.0K | 0.02% | +5,751 | New |
| Pinnacle Wealth Management Group, Inc. | 5,545 | $374.0K | 0.31% | −898−13.9% | Reduced |
| Cetera Advisor Networks LLC | 5,530 | $373.0K | 0.00% | +1,351+32.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $372.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,387 | $364.0K | 0.01% | +565+11.7% | Added |
| IFP Advisors, Inc | 7,799 | $355.0K | 0.01% | −6,802−46.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,204 | $351.0K | 0.04% | +14+0.3% | Added |
| Segall Bryant & Hamill, LLC | 5,176 | $349.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,137 | $347.0K | 0.00% | −53−1.0% | Reduced |
| Centennial Wealth Advisory LLC | 5,148 | $347.0K | 0.19% | +5,148 | New |
| Krilogy Financial LLC | 5,113 | $345.0K | 0.04% | +83+1.7% | Added |
| Stephens Inc | 5,093 | $344.0K | 0.01% | −882−14.8% | Reduced |
| Pathstone Family Office, LLC | 5,055 | $341.0K | 0.01% | +5,055 | New |
| Equitable Trust Co | 5,000 | $338.0K | 0.03% | +5,000 | New |
| HighPoint Advisor Group LLC | 4,842 | $326.0K | 0.04% | +4,842 | New |
| Capital Investment Advisors, LLC | 4,789 | $323.0K | 0.01% | +8+0.2% | Added |
| Cypress Capital Management LLC | 4,760 | $321.0K | 0.05% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $321.0K | 0.04% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,692 | $316.0K | 0.05% | +67+1.4% | Added |
| West Family Investments, Inc. | 4,664 | $315.0K | 0.12% | −180−3.7% | Reduced |
| Pointe Capital Management LLC | 4,667 | $315.0K | 0.23% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,504 | $304.0K | 0.04% | −126−2.7% | Reduced |
| Pitcairn Co | 4,458 | $301.0K | 0.03% | +277+6.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,450 | $300.0K | 0.17% | +1,600+56.1% | Added |
| Dividend Assets Capital, LLC | 4,430 | $299.0K | 0.06% | −662−13.0% | Reduced |