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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 182,636 | $10.6M | 0.03% | −77,713−29.8% | Reduced |
| Ensign Peak Advisors, Inc | 183,320 | $10.7M | 0.03% | −77,010−29.6% | Reduced |
| Calamos Advisors LLC | 188,625 | $11.0M | 0.05% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 189,729 | $11.1M | 0.07% | −315−0.2% | Reduced |
| Los Angeles Capital Management LLC | 190,239 | $11.1M | 0.06% | −25,913−12.0% | Reduced |
| Nomura Asset Management Co Ltd | 193,470 | $11.3M | 0.07% | −9,734−4.8% | Reduced |
| Asset Management One Co.,Ltd. | 193,622 | $11.3M | 0.06% | +10,652+5.8% | Added |
| Gabelli Funds LLC | 197,225 | $11.5M | 0.09% | 00.0% | Unchanged |
| Victory Capital Management Inc | 197,972 | $11.5M | 0.01% | −754,835−79.2% | Reduced |
| Hennessy Advisors Inc | 199,898 | $11.6M | 0.80% | −5,500−2.7% | Reduced |
| Verition Fund Management LLC | 213,001 | $12.4M | 0.17% | +184,167+638.7% | Added |
| FMR LLC | 221,107 | $12.9M | 0.00% | −199,185−47.4% | Reduced |
| STRS Ohio | 226,711 | $13.2M | 0.06% | +68,468+43.3% | Added |
| RWC Asset Management LLP | 231,697 | $13.5M | 0.45% | +13,239+6.1% | Added |
| Nisa Investment Advisors, LLC | 234,943 | $13.7M | 0.12% | +10,863+4.8% | Added |
| Abeille Asset Management SA | 234,968 | $13.7M | 0.53% | −7,096−2.9% | Reduced |
| Eventide Asset Management, LLC | 242,158 | $14.1M | 0.28% | −44,642−15.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 242,800 | $14.1M | 0.71% | +39,500+19.4% | Added |
| Prudential Financial Inc | 250,659 | $14.8M | 0.03% | −2,372−0.9% | Reduced |
| Forsta Ap-Fonden | 254,700 | $14.8M | 0.18% | +44,600+21.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 260,415 | $15.2M | 0.77% | −47,074−15.3% | Reduced |
| Man Group plc | 278,669 | $16.2M | 0.08% | – | – |
| Squarepoint Ops LLC | 287,270 | $16.7M | 0.15% | +267,123+1,325.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 293,675 | $17.1M | 0.05% | −27,546−8.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 295,661 | $17.2M | 0.04% | −6,500−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 296,730 | $17.3M | 0.13% | +170,264+134.6% | Added |
| Putnam Investments LLC | 300,223 | $17.5M | 0.03% | −185−0.1% | Reduced |
| HITE Hedge Asset Management LLC | 305,000 | $17.8M | 1.50% | +305,000 | New |
| New York State Teachers Retirement System | 313,818 | $18.3M | 0.05% | +40.0% | Added |
| State of Tennessee, Treasury Department | 314,585 | $18.3M | 0.09% | −23,309−6.9% | Reduced |
| New York State Common Retirement Fund | 320,378 | $18.7M | 0.03% | +2,950+0.9% | Added |
| AQR Capital Management LLC | 321,924 | $18.7M | 0.05% | −47,213−12.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 322,275 | $18.8M | 0.03% | +14,071+4.6% | Added |
| Manufacturers Life Insurance Company, The | 329,818 | $19.2M | 0.01% | −421,531−56.1% | Reduced |
| Qube Research & Technologies Ltd | 356,707 | $20.8M | 0.13% | +193,660+118.8% | Added |
| Envestnet Asset Management Inc | 366,292 | $21.3M | 0.01% | −45,683−11.1% | Reduced |
| Intech Investment Management LLC | 366,393 | $21.3M | 0.16% | +158,521+76.3% | Added |
| Principal Financial Group Inc | 368,450 | $21.5M | 0.02% | +3,014+0.8% | Added |
| State Board of Administration of Florida Retirement System | 368,663 | $21.5M | 0.06% | −303−0.1% | Reduced |
| Covalis Capital LLP | 375,630 | $21.9M | 5.04% | +375,630 | New |
| Keybank National Association | 379,713 | $22.1M | 0.12% | −4,789−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 379,964 | $22.1M | 0.19% | +174,646+85.1% | Added |
| HSBC Holdings PLC | 385,180 | $22.7M | 0.04% | +19,359+5.3% | Added |
| National Pension Service | 388,451 | $23.2M | 0.05% | −1,188−0.3% | Reduced |
| Alliancebernstein L.P. | 400,293 | $23.3M | 0.01% | +36,898+10.2% | Added |
| Allianz Asset Management GmbH | 404,603 | $23.6M | 0.05% | +38,941+10.6% | Added |
| Coann Capital LLC | 417,494 | $24.3M | 14.93% | +417,494 | New |
| Bruce & Co., Inc. | 418,500 | $24.4M | 6.70% | −30,000−6.7% | Reduced |
| Raymond James & Associates | 426,292 | $24.8M | 0.03% | +9,648+2.3% | Added |
| Cidel Asset Management Inc | 435,396 | $25.4M | 1.21% | +3,934+0.9% | Added |
| Personal Capital Advisors Corp | 442,504 | $25.8M | 0.14% | +9,782+2.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 445,926 | $26.0M | 0.26% | +81,304+22.3% | Added |
| M&T Bank Corp | 452,689 | $26.4M | 0.12% | −18,047−3.8% | Reduced |
| California State Teachers Retirement System | 458,595 | $26.7M | 0.05% | −6,254−1.3% | Reduced |
| Barclays PLC | 461,110 | $26.9M | 0.03% | +95,734+26.2% | Added |
| Truist Financial Corp | 496,189 | $28.9M | 0.06% | −88,045−15.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 508,092 | $29.6M | 0.06% | −174,000−25.5% | Reduced |
| Citigroup Inc | 526,855 | $30.7M | 0.04% | −16,852−3.1% | Reduced |
| Martingale Asset Management L P | 535,000 | $31.2M | 0.62% | −5,180−1.0% | Reduced |
| Cohen & Steers, Inc. | 565,740 | $32.9M | 0.07% | −152,774−21.3% | Reduced |
| Rhumbline Advisers | 597,367 | $34.8M | 0.05% | +30,138+5.3% | Added |
| Pendal Group Limited | 604,639 | $35.2M | 0.34% | +316,354+109.7% | Added |
| Energy Income Partners, LLC | 608,336 | $35.4M | 0.83% | +12,458+2.1% | Added |
| Ci Investments Inc. | 614,903 | $35.8M | 0.19% | −1,202−0.2% | Reduced |
| Deutsche Bank AG | 658,352 | $38.3M | 0.02% | −171,429−20.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 659,257 | $38.4M | 0.56% | −156,957−19.2% | Reduced |
| Russell Investments Group, Ltd. | 660,389 | $38.5M | 0.08% | +234,857+55.2% | Added |
| Credit Suisse AG | 734,739 | $42.8M | 0.05% | −2,335−0.3% | Reduced |
| Partners Group Holding AG | 783,221 | $45.6M | 3.22% | −7,876−1.0% | Reduced |
| Voloridge Investment Management, LLC | 792,420 | $46.2M | 0.25% | +35,956+4.8% | Added |
| Assenagon Asset Management S.A. | 837,686 | $48.8M | 0.21% | −279,077−25.0% | Reduced |
| Capital World Investors | 843,230 | $49.1M | 0.01% | +738+0.1% | Added |
| Lord, Abbett & Co. LLC | 852,890 | $49.7M | 0.18% | +7,390+0.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 889,634 | $51.8M | 0.04% | −9,324−1.0% | Reduced |
| Millennium Management LLC | 899,691 | $52.4M | 0.06% | +899,691 | New |
| TD Asset Management Inc | 885,422 | $52.9M | 0.07% | −26,695−2.9% | Reduced |
| Miller Howard Investments Inc | 928,506 | $54.1M | 2.22% | −10,174−1.1% | Reduced |
| APG Asset Management N.V. | 951,166 | $56.5M | 0.15% | −226,231−19.2% | Reduced |
| Royal Bank of Canada | 974,920 | $56.8M | 0.02% | −38,947−3.8% | Reduced |
| 1832 Asset Management L.P. | 990,334 | $57.7M | 0.12% | +155,654+18.6% | Added |
| Scout Investments, Inc. | 1,019,714 | $59.4M | 1.23% | −153,097−13.1% | Reduced |
| Dimensional Fund Advisors LP | 1,019,919 | $59.4M | 0.02% | −3,094−0.3% | Reduced |
| Citadel Advisors LLC | 1,039,253 | $60.5M | 0.08% | +907,128+686.6% | Added |
| Cbre Clarion Securities LLC | 1,072,711 | $62.5M | 1.14% | −225,037−17.3% | Reduced |
| Nuveen Asset Management, LLC | 1,163,992 | $67.8M | 0.03% | +403,342+53.0% | Added |
| First Trust Advisors LP | 1,212,958 | $70.6M | 0.09% | −55,477−4.4% | Reduced |
| Macquarie Group Ltd | 1,228,504 | $72.0M | 0.09% | −231,390−15.8% | Reduced |
| UBS Asset Management Americas Inc | 1,253,529 | $73.0M | 0.04% | −43,382−3.3% | Reduced |
| Renaissance Technologies LLC | 1,254,649 | $73.1M | 0.10% | +270,700+27.5% | Added |
| Swiss National Bank | 1,257,717 | $73.2M | 0.05% | +1,100+0.1% | Added |
| Norges Bank | 1,381,271 | $80.4M | 0.02% | +34,558+2.6% | Added |
| ExodusPoint Capital Management, LP | 1,465,990 | $85.4M | 1.19% | +772,009+111.2% | Added |
| Bank of Montreal | 1,415,824 | $85.8M | 0.07% | +6,037+0.4% | Added |
| Amundi | 1,527,756 | $89.4M | 0.05% | +458,119+42.8% | Added |
| Charles Schwab Investment Management Inc | 1,541,232 | $89.8M | 0.03% | +45,584+3.0% | Added |
| Ceredex Value Advisors LLC | 1,555,699 | $90.6M | 1.48% | +1,555,699 | New |
| Reaves W H & Co Inc | 1,561,001 | $90.9M | 3.42% | +37,771+2.5% | Added |
| Duff & Phelps Investment Management Co | 1,678,039 | $97.7M | 1.23% | −34,878−2.0% | Reduced |
| FIL Ltd | 1,845,364 | $107.5M | 0.14% | −301,765−14.1% | Reduced |
| California Public Employees Retirement System | 2,054,601 | $119.7M | 0.11% | −95,951−4.5% | Reduced |