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 | $20.5B |
| 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, 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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 14,575 | $849.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 14,640 | $853.0K | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 14,810 | $863.0K | 0.05% | −1,300−8.1% | Reduced |
| Pettee Investors, Inc. | 15,368 | $895.0K | 0.48% | 00.0% | Unchanged |
| JustInvest LLC | 15,623 | $910.0K | 0.04% | +977+6.7% | Added |
| Neuberger Berman Group LLC | 15,670 | $915.0K | 0.00% | +2,883+22.5% | Added |
| HB Wealth Management, LLC | 15,778 | $919.0K | 0.02% | +137+0.9% | Added |
| Kesler, Norman & Wride, LLC | 15,949 | $929.0K | 0.26% | +53+0.3% | Added |
| Moody National Bank Trust Division | 15,968 | $930.0K | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 16,229 | $945.0K | 0.14% | +3,596+28.5% | Added |
| Sumitomo Life Insurance Co | 16,444 | $958.0K | 0.04% | −1,247−7.0% | Reduced |
| Hantz Financial Services, Inc. | 16,520 | $962.0K | 0.03% | +20.0% | Added |
| Quadrature Capital Ltd | 16,735 | $975.0K | 0.03% | +16,735 | New |
| Greenleaf Trust | 16,752 | $976.0K | 0.01% | +26+0.2% | Added |
| USA Financial Portformulas Corp | 16,939 | $987.0K | 1.56% | +16,909+56,363.3% | Added |
| Mercer Global Advisors Inc | 17,131 | $998.0K | 0.01% | −2,499−12.7% | Reduced |
| Toews Corp | 17,200 | $1.00M | 0.74% | −400−2.3% | Reduced |
| Chesley Taft & Associates LLC | 17,250 | $1.00M | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 17,275 | $1.01M | 0.05% | −198−1.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,498 | $1.02M | 0.00% | +4,866+38.5% | Added |
| Mariner, LLC | 18,023 | $1.05M | 0.00% | +2,706+17.7% | Added |
| Creative Planning | 18,093 | $1.05M | 0.00% | +199+1.1% | Added |
| Ergoteles LLC | 18,152 | $1.06M | 0.04% | +3,185+21.3% | Added |
| Vident Investment Advisory, LLC | 19,490 | $1.07M | 0.03% | +5,572+40.0% | Added |
| First Republic Investment Management, Inc. | 18,524 | $1.08M | 0.00% | +3,936+27.0% | Added |
| Avantax Advisory Services, Inc. | 18,575 | $1.08M | 0.02% | +2,008+12.1% | Added |
| SG Americas Securities, LLC | 18,583 | $1.08M | 0.02% | +8,733+88.7% | Added |
| Louisiana State Employees Retirement System | 18,600 | $1.08M | 0.03% | +200+1.1% | Added |
| Blueshift Asset Management, LLC | 18,804 | $1.09M | 0.23% | −5,511−22.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,919 | $1.10M | 0.02% | +402+2.2% | Added |
| Daiwa Securities Group Inc. | 18,957 | $1.10M | 0.01% | +538+2.9% | Added |
| Manatuck Hill Partners, LLC | 19,000 | $1.11M | 0.56% | +19,000 | New |
| Tobam | 19,207 | $1.12M | 0.08% | −17,848−48.2% | Reduced |
| Ossiam | 20,044 | $1.17M | 0.03% | −214−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,052 | $1.17M | 0.01% | −351−1.7% | Reduced |
| GWM Advisors LLC | 20,102 | $1.17M | 0.02% | −483−2.3% | Reduced |
| Brasada Capital Management, LP | 20,382 | $1.19M | 0.28% | +2,766+15.7% | Added |
| KBC Group NV | 20,412 | $1.19M | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 20,599 | $1.20M | 0.04% | −5,327−20.5% | Reduced |
| BLB&B Advisors, LLC | 20,584 | $1.20M | 0.10% | −150−0.7% | Reduced |
| Private Advisor Group, LLC | 21,343 | $1.24M | 0.01% | −8,405−28.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 22,502 | $1.24M | 0.02% | +22,502 | New |
| Mirabella Financial Services LLP | 21,022 | $1.25M | 0.13% | +21,022 | New |
| Telemus Capital, LLC | 21,643 | $1.26M | 0.13% | +24+0.1% | Added |
| Elo Mutual Pension Insurance Co | 21,708 | $1.26M | 0.05% | −1,076−4.7% | Reduced |
| Maryland State Retirement & Pension System | 21,844 | $1.27M | 0.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 22,716 | $1.32M | 0.06% | +1,183+5.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,825 | $1.33M | 0.03% | +312+1.4% | Added |
| Zhang Financial LLC | 23,377 | $1.36M | 0.21% | +1,353+6.1% | Added |
| Securian Asset Management, Inc | 23,563 | $1.37M | 0.04% | −964−3.9% | Reduced |
| Norinchukin Bank, The | 23,934 | $1.39M | 0.03% | +2,967+14.2% | Added |
| Campbell & CO Investment Adviser LLC | 24,308 | $1.42M | 0.32% | +24,308 | New |
| Steel Peak Wealth Management LLC | 24,440 | $1.42M | 0.11% | +721+3.0% | Added |
| Virtus ETF Advisers LLC | 24,445 | $1.42M | 0.57% | −1,791−6.8% | Reduced |
| Dean Investment Associates, LLC | 24,538 | $1.43M | 0.29% | −459−1.8% | Reduced |
| Amica Mutual Insurance Co | 24,686 | $1.44M | 0.20% | −9,702−28.2% | Reduced |
| Two Sigma Investments, LP | 24,828 | $1.45M | 0.01% | −7,128−22.3% | Reduced |
| Versor Investments LP | 25,737 | $1.50M | 0.09% | −46,330−64.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,467 | $1.54M | 0.02% | +26,467 | New |
| Bridgewater Associates, LP | 26,480 | $1.54M | 0.01% | −24,352−47.9% | Reduced |
| Oxler Private Wealth LLC | 27,126 | $1.58M | 0.89% | +174+0.6% | Added |
| Hartford Investment Management Co | 27,535 | $1.60M | 0.05% | −342−1.2% | Reduced |
| Gamco Investors, Inc. Et Al | 28,200 | $1.64M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 28,195 | $1.64M | 0.01% | +5,770+25.7% | Added |
| First Manhattan Co | 28,449 | $1.66M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 28,696 | $1.67M | 0.02% | −4,801−14.3% | Reduced |
| New England Asset Management Inc | 28,926 | $1.69M | 0.03% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 29,230 | $1.70M | 0.01% | +4,155+16.6% | Added |
| LMR Partners LLP | 29,714 | $1.73M | 0.04% | +29,714 | New |
| Baird Financial Group, Inc. | 30,040 | $1.75M | 0.01% | −305−1.0% | Reduced |
| Xponance, Inc. | 30,195 | $1.76M | 0.03% | +4,808+18.9% | Added |
| AXA S.A. | 30,527 | $1.78M | 0.01% | +14,132+86.2% | Added |
| Engineers Gate Manager LP | 31,105 | $1.81M | 0.11% | +15,421+98.3% | Added |
| Assetmark, Inc | 31,163 | $1.81M | 0.01% | +10,838+53.3% | Added |
| Cox Capital Mgt LLC | 31,266 | $1.82M | 1.32% | −72−0.2% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 31,470 | $1.83M | 0.27% | +31,470 | New |
| WealthTrust Axiom LLC | 31,800 | $1.85M | 0.71% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 32,009 | $1.86M | 0.43% | −1,411−4.2% | Reduced |
| HRT Financial LP | 32,895 | $1.92M | 0.02% | +32,895 | New |
| Raymond James Financial Services Advisors, Inc. | 32,895 | $1.92M | 0.00% | −11,738−26.3% | Reduced |
| Atria Investments LLC | 33,323 | $1.94M | 0.04% | +4,097+14.0% | Added |
| Tudor Investment Corp Et Al | 33,593 | $1.96M | 0.05% | −15,040−30.9% | Reduced |
| Czech National Bank | 33,725 | $1.96M | 0.06% | +33,725 | New |
| Janney Montgomery Scott LLC | 33,956 | $1.98M | 0.01% | −135−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 34,449 | $2.01M | 0.06% | +2,054+6.3% | Added |
| Teza Capital Management LLC | 34,845 | $2.03M | 0.42% | +25,134+258.8% | Added |
| Public Employees Retirement Association of Colorado | 35,308 | $2.06M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 36,959 | $2.15M | 0.00% | +2,507+7.3% | Added |
| Bank of Nova Scotia | 37,084 | $2.15M | 0.01% | −3,642−8.9% | Reduced |
| Covea Finance | 37,500 | $2.18M | 0.11% | +37,500 | New |
| CIBC World Markets Inc. | 38,112 | $2.22M | 0.01% | +19,267+102.2% | Added |
| Janus Henderson Group PLC | 39,586 | $2.31M | 0.00% | +126+0.3% | Added |
| Mutual of America Capital Management LLC | 40,176 | $2.34M | 0.03% | +619+1.6% | Added |
| New York Life Investment Management LLC | 41,004 | $2.39M | 0.03% | +120+0.3% | Added |
| Texas Permanent School Fund | 41,061 | $2.39M | 0.04% | +2,740+7.2% | Added |
| Point72 Asset Management, L.P. | 41,600 | $2.42M | 0.01% | +41,600 | New |
| Nissay Asset Management Corp | 42,140 | $2.45M | 0.03% | +1,063+2.6% | Added |
| Wexford Capital LP | 42,301 | $2.46M | 0.78% | +42,301 | New |
| Jane Street Group, LLC | 42,398 | $2.47M | 0.00% | +35,306+497.8% | Added |
| Prudential PLC | 44,681 | $2.60M | 0.04% | +1,141+2.6% | Added |