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, Q3 2022
Institutional positions in CMS Energy Corp as of Sep 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. Q2 2022
- Shares held
- 268.9M
- +629.8K (+0.2%) vs. Q2 2022
- Total value
- $15.7B
- −$2.43B (−13.4%) vs. Q2 2022
- New holders
- 63
- 246 more added
- Sold out
- 57
- 202 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $20.6B |
| Q3 2025 | 776 | $22.6B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.7B |
| Q4 2024 | 716 | $19.0B |
| Q3 2024 | 710 | $22.0B |
| Q2 2024 | 686 | $18.1B |
| Q1 2024 | 664 | $19.1B |
| Q4 2023 | 633 | $17.9B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.4B |
| Q1 2023 | 631 | $16.8B |
| Q4 2022 | 636 | $17.3B |
| 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 | $16.0B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,060,269 | $2.16B | 0.06% | +412,183+1.1% | Added |
| BlackRock Inc. | 27,198,488 | $1.58B | 0.05% | +524,947+2.0% | Added |
| JPMorgan Chase & Co | 17,963,031 | $1.05B | 0.16% | +1,710,259+10.5% | Added |
| State Street Corp | 16,855,679 | $981.7M | 0.06% | +82,250+0.5% | Added |
| Capital International Investors | 9,584,093 | $558.5M | 0.16% | −268,154−2.7% | Reduced |
| Ameriprise Financial Inc | 6,262,464 | $363.7M | 0.13% | +1,616,651+34.8% | Added |
| Geode Capital Management, LLC | 6,059,794 | $352.5M | 0.05% | +122,578+2.1% | Added |
| Wells Fargo & Company | 5,991,119 | $348.9M | 0.12% | +233,435+4.1% | Added |
| Caisse de Depot Et Placement du Quebec | 4,863,552 | $283.3M | 0.84% | +543,752+12.6% | Added |
| Pictet Asset Management SA | 4,723,950 | $275.1M | 0.41% | −14,296−0.3% | Reduced |
| Bank of New York Mellon Corp | 4,679,408 | $272.5M | 0.07% | −229,633−4.7% | Reduced |
| Price T Rowe Associates Inc | 4,573,050 | $266.3M | 0.04% | −7,545,981−62.3% | Reduced |
| Franklin Resources Inc | 4,408,560 | $256.8M | 0.14% | −509,200−10.4% | Reduced |
| Invesco Ltd. | 4,334,803 | $252.5M | 0.08% | +100,002+2.4% | Added |
| Capital Research Global Investors | 4,174,581 | $243.1M | 0.08% | −2,003,752−32.4% | Reduced |
| Zimmer Partners, LP | 3,992,894 | $232.5M | 5.16% | +2,325,684+139.5% | Added |
| Goldman Sachs Group Inc | 3,664,548 | $213.4M | 0.06% | +213,990+6.2% | Added |
| Legal & General Group Plc | 3,450,494 | $201.0M | 0.08% | −175,849−4.8% | Reduced |
| Magellan Asset Management Ltd | 3,207,373 | $186.8M | 1.31% | −136,845−4.1% | Reduced |
| Northern Trust Corp | 3,172,010 | $184.7M | 0.04% | −13,697−0.4% | Reduced |
| Morgan Stanley | 2,547,123 | $148.3M | 0.02% | −416,691−14.1% | Reduced |
| Standard Life Aberdeen plc | 2,507,238 | $146.0M | 0.43% | −87,959−3.4% | Reduced |
| Massachusetts Financial Services Co | 2,492,807 | $145.2M | 0.05% | +18,206+0.7% | Added |
| Jennison Associates LLC | 2,477,123 | $144.3M | 0.14% | −119,207−4.6% | Reduced |
| Echo Street Capital Management LLC | 2,355,020 | $137.2M | 1.31% | +416,810+21.5% | Added |
| Eaton Vance Management | 2,182,618 | $127.1M | 0.19% | −112,895−4.9% | Reduced |
| Bank of America Corp | 2,069,426 | $120.5M | 0.02% | −86,451−4.0% | Reduced |
| California Public Employees Retirement System | 2,054,601 | $119.7M | 0.11% | −95,951−4.5% | Reduced |
| FIL Ltd | 1,845,364 | $107.5M | 0.14% | −301,765−14.1% | Reduced |
| Duff & Phelps Investment Management Co | 1,678,039 | $97.7M | 1.23% | −34,878−2.0% | Reduced |
| Reaves W H & Co Inc | 1,561,001 | $90.9M | 3.42% | +37,771+2.5% | Added |
| Ceredex Value Advisors LLC | 1,555,699 | $90.6M | 1.48% | +1,555,699 | New |
| Charles Schwab Investment Management Inc | 1,541,232 | $89.8M | 0.03% | +45,584+3.0% | Added |
| Amundi | 1,527,756 | $89.4M | 0.05% | +458,119+42.8% | Added |
| Bank of Montreal | 1,415,824 | $85.8M | 0.07% | +6,037+0.4% | Added |
| ExodusPoint Capital Management, LP | 1,465,990 | $85.4M | 1.19% | +772,009+111.2% | Added |
| Norges Bank | 1,381,271 | $80.4M | 0.02% | +34,558+2.6% | Added |
| Swiss National Bank | 1,257,717 | $73.2M | 0.05% | +1,100+0.1% | Added |
| Renaissance Technologies LLC | 1,254,649 | $73.1M | 0.10% | +270,700+27.5% | Added |
| UBS Asset Management Americas Inc | 1,253,529 | $73.0M | 0.04% | −43,382−3.3% | Reduced |
| Macquarie Group Ltd | 1,228,504 | $72.0M | 0.09% | −231,390−15.8% | Reduced |
| First Trust Advisors LP | 1,212,958 | $70.6M | 0.09% | −55,477−4.4% | Reduced |
| Nuveen Asset Management, LLC | 1,163,992 | $67.8M | 0.03% | +403,342+53.0% | Added |
| Cbre Clarion Securities LLC | 1,072,711 | $62.5M | 1.14% | −225,037−17.3% | Reduced |
| Citadel Advisors LLC | 1,039,253 | $60.5M | 0.08% | +907,128+686.6% | Added |
| Dimensional Fund Advisors LP | 1,019,919 | $59.4M | 0.02% | −3,094−0.3% | Reduced |
| Scout Investments, Inc. | 1,019,714 | $59.4M | 1.23% | −153,097−13.1% | Reduced |
| 1832 Asset Management L.P. | 990,334 | $57.7M | 0.12% | +155,654+18.6% | Added |
| Royal Bank of Canada | 974,920 | $56.8M | 0.02% | −38,947−3.8% | Reduced |
| APG Asset Management N.V. | 951,166 | $56.5M | 0.15% | −226,231−19.2% | Reduced |
| Miller Howard Investments Inc | 928,506 | $54.1M | 2.22% | −10,174−1.1% | Reduced |
| TD Asset Management Inc | 885,422 | $52.9M | 0.07% | −26,695−2.9% | Reduced |
| Millennium Management LLC | 899,691 | $52.4M | 0.06% | +899,691 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 889,634 | $51.8M | 0.04% | −9,324−1.0% | Reduced |
| Lord, Abbett & Co. LLC | 852,890 | $49.7M | 0.18% | +7,390+0.9% | Added |
| Capital World Investors | 843,230 | $49.1M | 0.01% | +738+0.1% | Added |
| Assenagon Asset Management S.A. | 837,686 | $48.8M | 0.21% | −279,077−25.0% | Reduced |
| Voloridge Investment Management, LLC | 792,420 | $46.2M | 0.25% | +35,956+4.8% | Added |
| Partners Group Holding AG | 783,221 | $45.6M | 3.22% | −7,876−1.0% | Reduced |
| Credit Suisse AG | 734,739 | $42.8M | 0.05% | −2,335−0.3% | Reduced |
| Russell Investments Group, Ltd. | 660,389 | $38.5M | 0.08% | +234,857+55.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 659,257 | $38.4M | 0.56% | −156,957−19.2% | Reduced |
| Deutsche Bank AG | 658,352 | $38.3M | 0.02% | −171,429−20.7% | Reduced |
| Ci Investments Inc. | 614,903 | $35.8M | 0.19% | −1,202−0.2% | Reduced |
| Energy Income Partners, LLC | 608,336 | $35.4M | 0.83% | +12,458+2.1% | Added |
| Pendal Group Limited | 604,639 | $35.2M | 0.34% | +316,354+109.7% | Added |
| Rhumbline Advisers | 597,367 | $34.8M | 0.05% | +30,138+5.3% | Added |
| Cohen & Steers, Inc. | 565,740 | $32.9M | 0.07% | −152,774−21.3% | Reduced |
| Martingale Asset Management L P | 535,000 | $31.2M | 0.62% | −5,180−1.0% | Reduced |
| Citigroup Inc | 526,855 | $30.7M | 0.04% | −16,852−3.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 508,092 | $29.6M | 0.06% | −174,000−25.5% | Reduced |
| Truist Financial Corp | 496,189 | $28.9M | 0.06% | −88,045−15.1% | Reduced |
| Barclays PLC | 461,110 | $26.9M | 0.03% | +95,734+26.2% | Added |
| California State Teachers Retirement System | 458,595 | $26.7M | 0.05% | −6,254−1.3% | Reduced |
| M&T Bank Corp | 452,689 | $26.4M | 0.12% | −18,047−3.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 445,926 | $26.0M | 0.26% | +81,304+22.3% | Added |
| Personal Capital Advisors Corp | 442,504 | $25.8M | 0.14% | +9,782+2.3% | Added |
| Cidel Asset Management Inc | 435,396 | $25.4M | 1.21% | +3,934+0.9% | Added |
| Raymond James & Associates | 426,292 | $24.8M | 0.03% | +9,648+2.3% | Added |
| Bruce & Co., Inc. | 418,500 | $24.4M | 6.70% | −30,000−6.7% | Reduced |
| Coann Capital LLC | 417,494 | $24.3M | 14.93% | +417,494 | New |
| Allianz Asset Management GmbH | 404,603 | $23.6M | 0.05% | +38,941+10.6% | Added |
| Alliancebernstein L.P. | 400,293 | $23.3M | 0.01% | +36,898+10.2% | Added |
| National Pension Service | 388,451 | $23.2M | 0.05% | −1,188−0.3% | Reduced |
| HSBC Holdings PLC | 385,180 | $22.7M | 0.04% | +19,359+5.3% | Added |
| Schonfeld Strategic Advisors LLC | 379,964 | $22.1M | 0.19% | +174,646+85.1% | Added |
| Keybank National Association | 379,713 | $22.1M | 0.12% | −4,789−1.2% | Reduced |
| Covalis Capital LLP | 375,630 | $21.9M | 5.04% | +375,630 | New |
| State Board of Administration of Florida Retirement System | 368,663 | $21.5M | 0.06% | −303−0.1% | Reduced |
| Principal Financial Group Inc | 368,450 | $21.5M | 0.02% | +3,014+0.8% | Added |
| Intech Investment Management LLC | 366,393 | $21.3M | 0.16% | +158,521+76.3% | Added |
| Envestnet Asset Management Inc | 366,292 | $21.3M | 0.01% | −45,683−11.1% | Reduced |
| Qube Research & Technologies Ltd | 356,707 | $20.8M | 0.13% | +193,660+118.8% | Added |
| Manufacturers Life Insurance Company, The | 329,818 | $19.2M | 0.01% | −421,531−56.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 322,275 | $18.8M | 0.03% | +14,071+4.6% | Added |
| AQR Capital Management LLC | 321,924 | $18.7M | 0.05% | −47,213−12.8% | Reduced |
| New York State Common Retirement Fund | 320,378 | $18.7M | 0.03% | +2,950+0.9% | Added |
| State of Tennessee, Treasury Department | 314,585 | $18.3M | 0.09% | −23,309−6.9% | Reduced |
| New York State Teachers Retirement System | 313,818 | $18.3M | 0.05% | +40.0% | Added |
| HITE Hedge Asset Management LLC | 305,000 | $17.8M | 1.50% | +305,000 | New |