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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 58,874 | $3.43M | 0.26% | +58,874 | New |
| Van Eck Associates Corp | 58,786 | $3.42M | 0.01% | +3,401+6.1% | Added |
| USS Investment Management Ltd | 58,258 | $3.39M | 0.05% | −21,432−26.9% | Reduced |
| Benjamin Edwards Inc | 56,749 | $3.31M | 0.99% | +1,062+1.9% | Added |
| Advisor Group Holdings, Inc. | 56,677 | $3.30M | 0.01% | +6,458+12.9% | Added |
| Natixis | 56,107 | $3.27M | 0.02% | +3,689+7.0% | Added |
| Logan Capital Management Inc | 55,163 | $3.21M | 0.19% | −363−0.7% | Reduced |
| GQG Partners LLC | 55,141 | $3.21M | 0.01% | −35,623−39.2% | Reduced |
| Shell Asset Management Co | 54,155 | $3.15M | 0.12% | −10,757−16.6% | Reduced |
| Winton Group Ltd | 52,615 | $3.06M | 0.20% | −19,232−26.8% | Reduced |
| Public Sector Pension Investment Board | 51,797 | $3.02M | 0.03% | +23,890+85.6% | Added |
| Utah Retirement Systems | 51,608 | $3.01M | 0.05% | +100+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 51,226 | $2.98M | 0.01% | +4,691+10.1% | Added |
| Bahl & Gaynor Inc | 51,003 | $2.97M | 0.02% | +24,045+89.2% | Added |
| Sigma Planning Corp | 50,967 | $2.97M | 0.11% | −4,624−8.3% | Reduced |
| Mackenzie Financial Corp | 50,327 | $2.93M | 0.01% | +761+1.5% | Added |
| Marshall Wace, LLP | 49,297 | $2.87M | 0.01% | +49,297 | New |
| Gulf International Bank (UK) Ltd | 49,269 | $2.87M | 0.05% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 48,171 | $2.81M | 0.11% | +21,733+82.2% | Added |
| UBS Group AG | 47,925 | $2.79M | 0.00% | −51,709−51.9% | Reduced |
| Aquatic Capital Management LLC | 47,200 | $2.75M | 0.27% | +44,900+1,952.2% | Added |
| Capital International Sarl | 46,680 | $2.72M | 0.22% | −4,492−8.8% | Reduced |
| Oregon Public Employees Retirement Fund | 46,360 | $2.70M | 0.04% | −1,696−3.5% | Reduced |
| Capital International Inc | 46,134 | $2.69M | 0.06% | +35,063+316.7% | Added |
| ING Groep NV | 45,483 | $2.65M | 0.04% | −9,113−16.7% | Reduced |
| Seeyond | 45,385 | $2.64M | 0.32% | +4,014+9.7% | Added |
| Aquila Investment Management LLC | 45,000 | $2.62M | 1.96% | −1,000−2.2% | Reduced |
| Prudential PLC | 44,681 | $2.60M | 0.04% | +1,141+2.6% | Added |
| Jane Street Group, LLC | 42,398 | $2.47M | 0.00% | +35,306+497.8% | Added |
| Wexford Capital LP | 42,301 | $2.46M | 0.78% | +42,301 | New |
| Nissay Asset Management Corp | 42,140 | $2.45M | 0.03% | +1,063+2.6% | Added |
| Point72 Asset Management, L.P. | 41,600 | $2.42M | 0.01% | +41,600 | New |
| Texas Permanent School Fund | 41,061 | $2.39M | 0.04% | +2,740+7.2% | Added |
| New York Life Investment Management LLC | 41,004 | $2.39M | 0.03% | +120+0.3% | Added |
| Mutual of America Capital Management LLC | 40,176 | $2.34M | 0.03% | +619+1.6% | Added |
| Janus Henderson Group PLC | 39,586 | $2.31M | 0.00% | +126+0.3% | Added |
| CIBC World Markets Inc. | 38,112 | $2.22M | 0.01% | +19,267+102.2% | Added |
| Covea Finance | 37,500 | $2.18M | 0.11% | +37,500 | New |
| Bank of Nova Scotia | 37,084 | $2.15M | 0.01% | −3,642−8.9% | Reduced |
| The PNC Financial Services Group, Inc. | 36,959 | $2.15M | 0.00% | +2,507+7.3% | Added |
| Public Employees Retirement Association of Colorado | 35,308 | $2.06M | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 34,845 | $2.03M | 0.42% | +25,134+258.8% | Added |
| Crossmark Global Holdings, Inc. | 34,449 | $2.01M | 0.06% | +2,054+6.3% | Added |
| Janney Montgomery Scott LLC | 33,956 | $1.98M | 0.01% | −135−0.4% | Reduced |
| Czech National Bank | 33,725 | $1.96M | 0.06% | +33,725 | New |
| Tudor Investment Corp Et Al | 33,593 | $1.96M | 0.05% | −15,040−30.9% | Reduced |
| Atria Investments LLC | 33,323 | $1.94M | 0.04% | +4,097+14.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 32,895 | $1.92M | 0.00% | −11,738−26.3% | Reduced |
| HRT Financial LP | 32,895 | $1.92M | 0.02% | +32,895 | New |
| Exchange Capital Management, Inc. | 32,009 | $1.86M | 0.43% | −1,411−4.2% | Reduced |
| WealthTrust Axiom LLC | 31,800 | $1.85M | 0.71% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 31,470 | $1.83M | 0.27% | +31,470 | New |
| Cox Capital Mgt LLC | 31,266 | $1.82M | 1.32% | −72−0.2% | Reduced |
| Assetmark, Inc | 31,163 | $1.81M | 0.01% | +10,838+53.3% | Added |
| Engineers Gate Manager LP | 31,105 | $1.81M | 0.11% | +15,421+98.3% | Added |
| AXA S.A. | 30,527 | $1.78M | 0.01% | +14,132+86.2% | Added |
| Xponance, Inc. | 30,195 | $1.76M | 0.03% | +4,808+18.9% | Added |
| Baird Financial Group, Inc. | 30,040 | $1.75M | 0.01% | −305−1.0% | Reduced |
| LMR Partners LLP | 29,714 | $1.73M | 0.04% | +29,714 | New |
| Fuller & Thaler Asset Management, Inc. | 29,230 | $1.70M | 0.01% | +4,155+16.6% | Added |
| New England Asset Management Inc | 28,926 | $1.69M | 0.03% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 28,696 | $1.67M | 0.02% | −4,801−14.3% | Reduced |
| First Manhattan Co | 28,449 | $1.66M | 0.01% | 00.0% | Unchanged |
| 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 |
| Hartford Investment Management Co | 27,535 | $1.60M | 0.05% | −342−1.2% | Reduced |
| Oxler Private Wealth LLC | 27,126 | $1.58M | 0.89% | +174+0.6% | Added |
| Bridgewater Associates, LP | 26,480 | $1.54M | 0.01% | −24,352−47.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,467 | $1.54M | 0.02% | +26,467 | New |
| Versor Investments LP | 25,737 | $1.50M | 0.09% | −46,330−64.3% | Reduced |
| Two Sigma Investments, LP | 24,828 | $1.45M | 0.01% | −7,128−22.3% | Reduced |
| Amica Mutual Insurance Co | 24,686 | $1.44M | 0.20% | −9,702−28.2% | Reduced |
| Dean Investment Associates, LLC | 24,538 | $1.43M | 0.29% | −459−1.8% | Reduced |
| Virtus ETF Advisers LLC | 24,445 | $1.42M | 0.57% | −1,791−6.8% | Reduced |
| Steel Peak Wealth Management LLC | 24,440 | $1.42M | 0.11% | +721+3.0% | Added |
| Campbell & CO Investment Adviser LLC | 24,308 | $1.42M | 0.32% | +24,308 | New |
| Norinchukin Bank, The | 23,934 | $1.39M | 0.03% | +2,967+14.2% | Added |
| Securian Asset Management, Inc | 23,563 | $1.37M | 0.04% | −964−3.9% | Reduced |
| Zhang Financial LLC | 23,377 | $1.36M | 0.21% | +1,353+6.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,825 | $1.33M | 0.03% | +312+1.4% | Added |
| Kentucky Retirement Systems | 22,716 | $1.32M | 0.06% | +1,183+5.5% | Added |
| Maryland State Retirement & Pension System | 21,844 | $1.27M | 0.11% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 21,708 | $1.26M | 0.05% | −1,076−4.7% | Reduced |
| Telemus Capital, LLC | 21,643 | $1.26M | 0.13% | +24+0.1% | Added |
| Mirabella Financial Services LLP | 21,022 | $1.25M | 0.13% | +21,022 | New |
| Wealth Enhancement Advisory Services, LLC | 22,502 | $1.24M | 0.02% | +22,502 | New |
| Private Advisor Group, LLC | 21,343 | $1.24M | 0.01% | −8,405−28.3% | Reduced |
| 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 |
| KBC Group NV | 20,412 | $1.19M | 0.01% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 20,382 | $1.19M | 0.28% | +2,766+15.7% | Added |
| GWM Advisors LLC | 20,102 | $1.17M | 0.02% | −483−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,052 | $1.17M | 0.01% | −351−1.7% | Reduced |
| Ossiam | 20,044 | $1.17M | 0.03% | −214−1.1% | Reduced |
| Tobam | 19,207 | $1.12M | 0.08% | −17,848−48.2% | Reduced |
| Manatuck Hill Partners, LLC | 19,000 | $1.11M | 0.56% | +19,000 | New |
| Daiwa Securities Group Inc. | 18,957 | $1.10M | 0.01% | +538+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 18,919 | $1.10M | 0.02% | +402+2.2% | Added |
| Blueshift Asset Management, LLC | 18,804 | $1.09M | 0.23% | −5,511−22.7% | Reduced |
| Louisiana State Employees Retirement System | 18,600 | $1.08M | 0.03% | +200+1.1% | Added |