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 |
|---|---|---|---|---|---|
| Aquila Investment Management LLC | 45,000 | $2.62M | 1.96% | −1,000−2.2% | Reduced |
| Seeyond | 45,385 | $2.64M | 0.32% | +4,014+9.7% | Added |
| ING Groep NV | 45,483 | $2.65M | 0.04% | −9,113−16.7% | Reduced |
| Capital International Inc | 46,134 | $2.69M | 0.06% | +35,063+316.7% | Added |
| Oregon Public Employees Retirement Fund | 46,360 | $2.70M | 0.04% | −1,696−3.5% | Reduced |
| Capital International Sarl | 46,680 | $2.72M | 0.22% | −4,492−8.8% | Reduced |
| Aquatic Capital Management LLC | 47,200 | $2.75M | 0.27% | +44,900+1,952.2% | Added |
| UBS Group AG | 47,925 | $2.79M | 0.00% | −51,709−51.9% | Reduced |
| Kempen Capital Management N.V. | 48,171 | $2.81M | 0.11% | +21,733+82.2% | Added |
| Gulf International Bank (UK) Ltd | 49,269 | $2.87M | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 49,297 | $2.87M | 0.01% | +49,297 | New |
| Mackenzie Financial Corp | 50,327 | $2.93M | 0.01% | +761+1.5% | Added |
| Sigma Planning Corp | 50,967 | $2.97M | 0.11% | −4,624−8.3% | Reduced |
| Bahl & Gaynor Inc | 51,003 | $2.97M | 0.02% | +24,045+89.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 51,226 | $2.98M | 0.01% | +4,691+10.1% | Added |
| Utah Retirement Systems | 51,608 | $3.01M | 0.05% | +100+0.2% | Added |
| Public Sector Pension Investment Board | 51,797 | $3.02M | 0.03% | +23,890+85.6% | Added |
| Winton Group Ltd | 52,615 | $3.06M | 0.20% | −19,232−26.8% | Reduced |
| Shell Asset Management Co | 54,155 | $3.15M | 0.12% | −10,757−16.6% | Reduced |
| GQG Partners LLC | 55,141 | $3.21M | 0.01% | −35,623−39.2% | Reduced |
| Logan Capital Management Inc | 55,163 | $3.21M | 0.19% | −363−0.7% | Reduced |
| Natixis | 56,107 | $3.27M | 0.02% | +3,689+7.0% | Added |
| Advisor Group Holdings, Inc. | 56,677 | $3.30M | 0.01% | +6,458+12.9% | Added |
| Benjamin Edwards Inc | 56,749 | $3.31M | 0.99% | +1,062+1.9% | Added |
| USS Investment Management Ltd | 58,258 | $3.39M | 0.05% | −21,432−26.9% | Reduced |
| Van Eck Associates Corp | 58,786 | $3.42M | 0.01% | +3,401+6.1% | Added |
| Quantbot Technologies LP | 58,874 | $3.43M | 0.26% | +58,874 | New |
| Yousif Capital Management, LLC | 59,086 | $3.44M | 0.05% | −323−0.5% | Reduced |
| ProShare Advisors LLC | 59,635 | $3.47M | 0.01% | −5,299−8.2% | Reduced |
| Tower Research Capital LLC (TRC) | 59,858 | $3.49M | 0.06% | +25,004+71.7% | Added |
| Alberta Investment Management Corp | 60,240 | $3.51M | 0.03% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 60,977 | $3.55M | 0.05% | +15,399+33.8% | Added |
| Teacher Retirement System of Texas | 65,630 | $3.82M | 0.03% | −3,072−4.5% | Reduced |
| Wealthfront Advisers LLC | 66,876 | $3.90M | 0.02% | −6,944−9.4% | Reduced |
| HighTower Advisors, LLC | 67,359 | $3.92M | 0.01% | +2,794+4.3% | Added |
| DekaBank Deutsche Girozentrale | 66,575 | $3.94M | 0.01% | +3,457+5.5% | Added |
| Robeco Institutional Asset Management B.V. | 67,973 | $3.96M | 0.01% | −15,295−18.4% | Reduced |
| Summit Global Investments | 69,497 | $4.05M | 0.37% | +244+0.4% | Added |
| Point72 Hong Kong Ltd | 69,738 | $4.06M | 0.24% | +43,108+161.9% | Added |
| Westpac Banking Corp | 71,089 | $4.14M | 0.06% | −1,425−2.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 71,174 | $4.14M | 0.10% | +19,433+37.6% | Added |
| Captrust Financial Advisors | 72,904 | $4.25M | 0.02% | +274+0.4% | Added |
| Berger Financial Group, Inc | 74,018 | $4.31M | 0.63% | +1,620+2.2% | Added |
| Commonwealth Equity Services, LLC | 75,881 | $4.42M | 0.01% | +13,729+22.1% | Added |
| Amalgamated Bank | 76,815 | $4.47M | 0.04% | −7,078−8.4% | Reduced |
| MetLife Investment Management | 77,010 | $4.49M | 0.04% | −1,131−1.4% | Reduced |
| Capital Group Private Client Services, Inc. | 78,185 | $4.55M | 0.06% | +540+0.7% | Added |
| Fifth Third Bancorp | 78,424 | $4.57M | 0.02% | −2,169−2.7% | Reduced |
| State of Michigan Retirement System | 78,499 | $4.57M | 0.03% | +100+0.1% | Added |
| Arizona State Retirement System | 79,660 | $4.64M | 0.05% | −1,210−1.5% | Reduced |
| State of Alaska, Department of Revenue | 79,774 | $4.64M | 0.06% | −6,960−8.0% | Reduced |
| Opus Investment Management Inc | 80,000 | $4.66M | 1.09% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 81,885 | $4.77M | 0.09% | +2,076+2.6% | Added |
| NewSquare Capital LLC | 85,898 | $5.00M | 0.63% | +6,305+7.9% | Added |
| Edgestream Partners, L.P. | 86,528 | $5.04M | 0.39% | +86,528 | New |
| Mattern Capital Management, LLC | 87,564 | $5.10M | 1.06% | −296−0.3% | Reduced |
| Nicholas Company, Inc. | 89,685 | $5.22M | 0.12% | +300.0% | Added |
| Comerica Bank | 100,203 | $5.47M | 0.05% | +1,975+2.0% | Added |
| Retirement Systems of Alabama | 96,387 | $5.61M | 0.03% | +206+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 101,634 | $5.92M | 0.04% | +6,891+7.3% | Added |
| Stifel Financial Corp | 102,983 | $6.00M | 0.01% | −588−0.6% | Reduced |
| American International Group, Inc. | 106,043 | $6.18M | 0.04% | −1,826−1.7% | Reduced |
| Voya Investment Management LLC | 106,123 | $6.18M | 0.01% | −1,169−1.1% | Reduced |
| Susquehanna International Group, LLP | 106,198 | $6.18M | 0.01% | +65,122+158.5% | Added |
| National Bank of Canada | 104,221 | $6.20M | 0.04% | −3,659−3.4% | Reduced |
| Chartwell Investment Partners, LLC | 107,117 | $6.24M | 0.26% | −1,705−1.6% | Reduced |
| LPL Financial LLC | 107,481 | $6.26M | 0.01% | +8,025+8.1% | Added |
| DnB Asset Management AS | 107,645 | $6.27M | 0.05% | +48,489+82.0% | Added |
| Korea Investment CORP | 109,099 | $6.35M | 0.02% | −35,761−24.7% | Reduced |
| Howe & Rusling Inc | 115,656 | $6.74M | 0.89% | +604+0.5% | Added |
| Holocene Advisors, LP | 119,097 | $6.94M | 0.04% | +104,493+715.5% | Added |
| Schroder Investment Management Group | 119,826 | $6.98M | 0.01% | −5,937−4.7% | Reduced |
| Treasurer of the State of North Carolina | 124,100 | $7.23M | 0.05% | +1,600+1.3% | Added |
| Natixis Advisors, L.P. | 124,527 | $7.25M | 0.03% | −2,426−1.9% | Reduced |
| Toronto Dominion Bank | 125,313 | $7.30M | 0.01% | −14,650−10.5% | Reduced |
| Panagora Asset Management Inc | 126,228 | $7.35M | 0.05% | −9,975−7.3% | Reduced |
| SEI Investments Co | 126,716 | $7.38M | 0.02% | +111,181+715.7% | Added |
| MUFG Americas Holdings Corp | 129,350 | $7.53M | 0.19% | +8,414+7.0% | Added |
| Illinois Municipal Retirement Fund | 133,387 | $7.77M | 0.19% | +116,797+704.0% | Added |
| Twinbeech Capital LP | 137,477 | $8.01M | 0.21% | +137,477 | New |
| AE Wealth Management LLC | 141,981 | $8.27M | 0.07% | +44,908+46.3% | Added |
| American Century Companies Inc | 142,697 | $8.31M | 0.01% | −12,147−7.8% | Reduced |
| Lazard Asset Management LLC | 143,712 | $8.37M | 0.01% | +10,999+8.3% | Added |
| First American Trust, FSB | 145,719 | $8.49M | 1.43% | +3,010+2.1% | Added |
| Andra AP-fonden | 145,900 | $8.50M | 0.28% | −29,800−17.0% | Reduced |
| Public Employees Retirement System of Ohio | 150,073 | $8.74M | 0.04% | +778+0.5% | Added |
| D. E. Shaw & Co., Inc. | 152,636 | $8.89M | 0.02% | +113,638+291.4% | Added |
| State of New Jersey Common Pension Fund D | 153,176 | $8.92M | 0.04% | +2,887+1.9% | Added |
| Canada Pension Plan Investment Board | 156,398 | $9.11M | 0.02% | −3,900−2.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 158,369 | $9.22M | 0.10% | −11,500−6.8% | Reduced |
| Guggenheim Capital LLC | 159,826 | $9.31M | 0.09% | +29,321+22.5% | Added |
| CIBC Asset Management Inc | 160,435 | $9.34M | 0.04% | +4,417+2.8% | Added |
| T. Rowe Price Investment Management, Inc. | 163,461 | $9.52M | 0.01% | +163,461 | New |
| Westwood Holdings Group Inc. | 166,843 | $9.72M | 0.11% | +1,407+0.9% | Added |
| Railway Pension Investments Ltd | 173,400 | $10.1M | 0.11% | +5,600+3.3% | Added |
| US Bancorp | 173,989 | $10.1M | 0.02% | −2,416−1.4% | Reduced |
| Great West Life Assurance Co | 175,871 | $10.2M | 0.03% | +566+0.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 177,199 | $10.3M | 0.04% | +1,989+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 180,418 | $10.5M | 0.03% | +14,838+9.0% | Added |
| State of Wisconsin Investment Board | 181,924 | $10.6M | 0.03% | −37,559−17.1% | Reduced |