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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 300,223 | $17.5M | 0.03% | −185−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 296,730 | $17.3M | 0.13% | +170,264+134.6% | Added |
| Adage Capital Partners GP, L.L.C. | 295,661 | $17.2M | 0.04% | −6,500−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 293,675 | $17.1M | 0.05% | −27,546−8.6% | Reduced |
| Squarepoint Ops LLC | 287,270 | $16.7M | 0.15% | +267,123+1,325.9% | Added |
| Man Group plc | 278,669 | $16.2M | 0.08% | – | – |
| BI Asset Management Fondsmaeglerselskab A/S | 260,415 | $15.2M | 0.77% | −47,074−15.3% | Reduced |
| Forsta Ap-Fonden | 254,700 | $14.8M | 0.18% | +44,600+21.2% | Added |
| Prudential Financial Inc | 250,659 | $14.8M | 0.03% | −2,372−0.9% | Reduced |
| Adams Diversified Equity Fund, Inc. | 242,800 | $14.1M | 0.71% | +39,500+19.4% | Added |
| Eventide Asset Management, LLC | 242,158 | $14.1M | 0.28% | −44,642−15.6% | Reduced |
| Abeille Asset Management SA | 234,968 | $13.7M | 0.53% | −7,096−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 234,943 | $13.7M | 0.12% | +10,863+4.8% | Added |
| RWC Asset Management LLP | 231,697 | $13.5M | 0.45% | +13,239+6.1% | Added |
| STRS Ohio | 226,711 | $13.2M | 0.06% | +68,468+43.3% | Added |
| FMR LLC | 221,107 | $12.9M | 0.00% | −199,185−47.4% | Reduced |
| Verition Fund Management LLC | 213,001 | $12.4M | 0.17% | +184,167+638.7% | Added |
| Hennessy Advisors Inc | 199,898 | $11.6M | 0.80% | −5,500−2.7% | Reduced |
| Victory Capital Management Inc | 197,972 | $11.5M | 0.01% | −754,835−79.2% | Reduced |
| Gabelli Funds LLC | 197,225 | $11.5M | 0.09% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 193,622 | $11.3M | 0.06% | +10,652+5.8% | Added |
| Nomura Asset Management Co Ltd | 193,470 | $11.3M | 0.07% | −9,734−4.8% | Reduced |
| Los Angeles Capital Management LLC | 190,239 | $11.1M | 0.06% | −25,913−12.0% | Reduced |
| Epoch Investment Partners, Inc. | 189,729 | $11.1M | 0.07% | −315−0.2% | Reduced |
| Calamos Advisors LLC | 188,625 | $11.0M | 0.05% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 183,320 | $10.7M | 0.03% | −77,010−29.6% | Reduced |
| BNP Paribas Arbitrage, SA | 182,636 | $10.6M | 0.03% | −77,713−29.8% | Reduced |
| State of Wisconsin Investment Board | 181,924 | $10.6M | 0.03% | −37,559−17.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 180,418 | $10.5M | 0.03% | +14,838+9.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 177,199 | $10.3M | 0.04% | +1,989+1.1% | Added |
| Great West Life Assurance Co | 175,871 | $10.2M | 0.03% | +566+0.3% | Added |
| US Bancorp | 173,989 | $10.1M | 0.02% | −2,416−1.4% | Reduced |
| Railway Pension Investments Ltd | 173,400 | $10.1M | 0.11% | +5,600+3.3% | Added |
| Westwood Holdings Group Inc. | 166,843 | $9.72M | 0.11% | +1,407+0.9% | Added |
| T. Rowe Price Investment Management, Inc. | 163,461 | $9.52M | 0.01% | +163,461 | New |
| CIBC Asset Management Inc | 160,435 | $9.34M | 0.04% | +4,417+2.8% | Added |
| Guggenheim Capital LLC | 159,826 | $9.31M | 0.09% | +29,321+22.5% | Added |
| Mn Services Vermogensbeheer B.V. | 158,369 | $9.22M | 0.10% | −11,500−6.8% | Reduced |
| Canada Pension Plan Investment Board | 156,398 | $9.11M | 0.02% | −3,900−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 153,176 | $8.92M | 0.04% | +2,887+1.9% | Added |
| D. E. Shaw & Co., Inc. | 152,636 | $8.89M | 0.02% | +113,638+291.4% | Added |
| Public Employees Retirement System of Ohio | 150,073 | $8.74M | 0.04% | +778+0.5% | Added |
| Andra AP-fonden | 145,900 | $8.50M | 0.28% | −29,800−17.0% | Reduced |
| First American Trust, FSB | 145,719 | $8.49M | 1.43% | +3,010+2.1% | Added |
| Lazard Asset Management LLC | 143,712 | $8.37M | 0.01% | +10,999+8.3% | Added |
| American Century Companies Inc | 142,697 | $8.31M | 0.01% | −12,147−7.8% | Reduced |
| AE Wealth Management LLC | 141,981 | $8.27M | 0.07% | +44,908+46.3% | Added |
| Twinbeech Capital LP | 137,477 | $8.01M | 0.21% | +137,477 | New |
| Illinois Municipal Retirement Fund | 133,387 | $7.77M | 0.19% | +116,797+704.0% | Added |
| MUFG Americas Holdings Corp | 129,350 | $7.53M | 0.19% | +8,414+7.0% | Added |
| SEI Investments Co | 126,716 | $7.38M | 0.02% | +111,181+715.7% | Added |
| Panagora Asset Management Inc | 126,228 | $7.35M | 0.05% | −9,975−7.3% | Reduced |
| Toronto Dominion Bank | 125,313 | $7.30M | 0.01% | −14,650−10.5% | Reduced |
| Natixis Advisors, L.P. | 124,527 | $7.25M | 0.03% | −2,426−1.9% | Reduced |
| Treasurer of the State of North Carolina | 124,100 | $7.23M | 0.05% | +1,600+1.3% | Added |
| Schroder Investment Management Group | 119,826 | $6.98M | 0.01% | −5,937−4.7% | Reduced |
| Holocene Advisors, LP | 119,097 | $6.94M | 0.04% | +104,493+715.5% | Added |
| Howe & Rusling Inc | 115,656 | $6.74M | 0.89% | +604+0.5% | Added |
| Korea Investment CORP | 109,099 | $6.35M | 0.02% | −35,761−24.7% | Reduced |
| DnB Asset Management AS | 107,645 | $6.27M | 0.05% | +48,489+82.0% | Added |
| LPL Financial LLC | 107,481 | $6.26M | 0.01% | +8,025+8.1% | Added |
| Chartwell Investment Partners, LLC | 107,117 | $6.24M | 0.26% | −1,705−1.6% | Reduced |
| National Bank of Canada | 104,221 | $6.20M | 0.04% | −3,659−3.4% | Reduced |
| Susquehanna International Group, LLP | 106,198 | $6.18M | 0.01% | +65,122+158.5% | Added |
| Voya Investment Management LLC | 106,123 | $6.18M | 0.01% | −1,169−1.1% | Reduced |
| American International Group, Inc. | 106,043 | $6.18M | 0.04% | −1,826−1.7% | Reduced |
| Stifel Financial Corp | 102,983 | $6.00M | 0.01% | −588−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 101,634 | $5.92M | 0.04% | +6,891+7.3% | Added |
| Retirement Systems of Alabama | 96,387 | $5.61M | 0.03% | +206+0.2% | Added |
| Comerica Bank | 100,203 | $5.47M | 0.05% | +1,975+2.0% | Added |
| Nicholas Company, Inc. | 89,685 | $5.22M | 0.12% | +300.0% | Added |
| Mattern Capital Management, LLC | 87,564 | $5.10M | 1.06% | −296−0.3% | Reduced |
| Edgestream Partners, L.P. | 86,528 | $5.04M | 0.39% | +86,528 | New |
| NewSquare Capital LLC | 85,898 | $5.00M | 0.63% | +6,305+7.9% | Added |
| IFM Investors Pty Ltd | 81,885 | $4.77M | 0.09% | +2,076+2.6% | Added |
| Opus Investment Management Inc | 80,000 | $4.66M | 1.09% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 79,774 | $4.64M | 0.06% | −6,960−8.0% | Reduced |
| Arizona State Retirement System | 79,660 | $4.64M | 0.05% | −1,210−1.5% | Reduced |
| State of Michigan Retirement System | 78,499 | $4.57M | 0.03% | +100+0.1% | Added |
| Fifth Third Bancorp | 78,424 | $4.57M | 0.02% | −2,169−2.7% | Reduced |
| Capital Group Private Client Services, Inc. | 78,185 | $4.55M | 0.06% | +540+0.7% | Added |
| MetLife Investment Management | 77,010 | $4.49M | 0.04% | −1,131−1.4% | Reduced |
| Amalgamated Bank | 76,815 | $4.47M | 0.04% | −7,078−8.4% | Reduced |
| Commonwealth Equity Services, LLC | 75,881 | $4.42M | 0.01% | +13,729+22.1% | Added |
| Berger Financial Group, Inc | 74,018 | $4.31M | 0.63% | +1,620+2.2% | Added |
| Captrust Financial Advisors | 72,904 | $4.25M | 0.02% | +274+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 71,174 | $4.14M | 0.10% | +19,433+37.6% | Added |
| Westpac Banking Corp | 71,089 | $4.14M | 0.06% | −1,425−2.0% | Reduced |
| Point72 Hong Kong Ltd | 69,738 | $4.06M | 0.24% | +43,108+161.9% | Added |
| Summit Global Investments | 69,497 | $4.05M | 0.37% | +244+0.4% | Added |
| Robeco Institutional Asset Management B.V. | 67,973 | $3.96M | 0.01% | −15,295−18.4% | Reduced |
| DekaBank Deutsche Girozentrale | 66,575 | $3.94M | 0.01% | +3,457+5.5% | Added |
| HighTower Advisors, LLC | 67,359 | $3.92M | 0.01% | +2,794+4.3% | Added |
| Wealthfront Advisers LLC | 66,876 | $3.90M | 0.02% | −6,944−9.4% | Reduced |
| Teacher Retirement System of Texas | 65,630 | $3.82M | 0.03% | −3,072−4.5% | Reduced |
| Jupiter Asset Management Ltd | 60,977 | $3.55M | 0.05% | +15,399+33.8% | Added |
| Alberta Investment Management Corp | 60,240 | $3.51M | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 59,858 | $3.49M | 0.06% | +25,004+71.7% | Added |
| ProShare Advisors LLC | 59,635 | $3.47M | 0.01% | −5,299−8.2% | Reduced |
| Yousif Capital Management, LLC | 59,086 | $3.44M | 0.05% | −323−0.5% | Reduced |