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, Q4 2022
Institutional positions in CMS Energy Corp as of Dec 31, 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
- 636
- +19 vs. Q3 2022
- Shares held
- 272.7M
- +6.09M (+2.3%) vs. Q3 2022
- Total value
- $17.2B
- +$1.71B (+11.0%) vs. Q3 2022
- New holders
- 86
- 257 more added
- Sold out
- 67
- 197 more reduced
11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $20.6B |
| Q3 2025 | 776 | $22.6B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.7B |
| Q4 2024 | 716 | $19.0B |
| Q3 2024 | 710 | $22.0B |
| Q2 2024 | 686 | $18.1B |
| Q1 2024 | 664 | $19.1B |
| Q4 2023 | 633 | $17.9B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.4B |
| Q1 2023 | 631 | $16.8B |
| Q4 2022 | 636 | $17.3B |
| 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 | $16.0B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,398,056 | $2.37B | 0.06% | +337,787+0.9% | Added |
| BlackRock Inc. | 27,574,094 | $1.75B | 0.05% | +375,606+1.4% | Added |
| JPMorgan Chase & Co | 18,885,448 | $1.20B | 0.17% | +922,417+5.1% | Added |
| State Street Corp | 16,479,206 | $1.04B | 0.06% | −376,473−2.2% | Reduced |
| Capital International Investors | 11,090,214 | $702.6M | 0.19% | +1,506,121+15.7% | Added |
| Ameriprise Financial Inc | 6,596,230 | $417.8M | 0.14% | +333,766+5.3% | Added |
| Geode Capital Management, LLC | 6,161,072 | $389.5M | 0.05% | +101,278+1.7% | Added |
| Wells Fargo & Company | 5,941,910 | $376.3M | 0.12% | −49,209−0.8% | Reduced |
| Pictet Asset Management SA | 5,018,631 | $317.8M | 0.46% | +294,681+6.2% | Added |
| Price T Rowe Associates Inc | 4,896,774 | $310.1M | 0.05% | +323,724+7.1% | Added |
| Bank of New York Mellon Corp | 4,763,537 | $301.7M | 0.07% | +84,129+1.8% | Added |
| Invesco Ltd. | 4,551,484 | $288.2M | 0.08% | +216,681+5.0% | Added |
| Morgan Stanley | 4,457,642 | $282.3M | 0.03% | +1,910,519+75.0% | Added |
| Capital Research Global Investors | 3,996,170 | $253.1M | 0.08% | −178,411−4.3% | Reduced |
| Franklin Resources Inc | 3,901,344 | $247.1M | 0.13% | −507,216−11.5% | Reduced |
| Magellan Asset Management Ltd | 3,558,974 | $225.4M | 1.93% | +351,601+11.0% | Added |
| Legal & General Group Plc | 3,367,777 | $213.3M | 0.08% | −82,717−2.4% | Reduced |
| Northern Trust Corp | 3,225,797 | $204.3M | 0.04% | +53,787+1.7% | Added |
| Caisse de Depot Et Placement du Quebec | 3,061,689 | $193.9M | 0.60% | −1,801,863−37.0% | Reduced |
| FIL Ltd | 2,893,825 | $183.3M | 0.22% | +1,048,461+56.8% | Added |
| Standard Life Aberdeen plc | 2,800,821 | $177.4M | 0.48% | +293,583+11.7% | Added |
| Citigroup Inc | 2,570,344 | $162.8M | 0.23% | +2,043,489+387.9% | Added |
| Massachusetts Financial Services Co | 2,506,950 | $158.8M | 0.06% | +14,143+0.6% | Added |
| Jennison Associates LLC | 2,475,534 | $156.8M | 0.16% | −1,589−0.1% | Reduced |
| Goldman Sachs Group Inc | 2,454,334 | $155.4M | 0.04% | −1,210,214−33.0% | Reduced |
| Echo Street Capital Management LLC | 2,349,924 | $148.8M | 1.44% | −5,096−0.2% | Reduced |
| Bank of America Corp | 2,165,418 | $137.1M | 0.02% | +95,992+4.6% | Added |
| Ceredex Value Advisors LLC | 2,148,300 | $136.1M | 2.10% | +592,601+38.1% | Added |
| Duff & Phelps Investment Management Co | 2,069,594 | $131.1M | 1.59% | +391,555+23.3% | Added |
| California Public Employees Retirement System | 1,939,748 | $122.8M | 0.10% | −114,853−5.6% | Reduced |
| Norges Bank | 1,817,994 | $115.1M | 0.03% | +436,723+31.6% | Added |
| Bank of Montreal | 1,750,954 | $112.5M | 0.09% | +335,130+23.7% | Added |
| ExodusPoint Capital Management, LP | 1,664,119 | $105.4M | 1.63% | +198,129+13.5% | Added |
| Charles Schwab Investment Management Inc | 1,584,184 | $100.3M | 0.03% | +42,952+2.8% | Added |
| First Trust Advisors LP | 1,404,569 | $89.0M | 0.11% | +191,611+15.8% | Added |
| Macquarie Group Ltd | 1,740,331 | $87.3M | 0.10% | +511,827+41.7% | Added |
| Reaves W H & Co Inc | 1,374,484 | $87.0M | 3.11% | −186,517−11.9% | Reduced |
| UBS Group AG | 1,315,462 | $83.3M | 0.04% | +1,267,537+2,644.8% | Added |
| Pendal Group Limited | 1,301,398 | $82.4M | 0.71% | +696,759+115.2% | Added |
| Swiss National Bank | 1,179,500 | $74.7M | 0.05% | −78,217−6.2% | Reduced |
| Deutsche Bank AG | 1,175,967 | $74.5M | 0.04% | +517,615+78.6% | Added |
| UBS Asset Management Americas Inc | 1,175,652 | $74.5M | 0.04% | −77,877−6.2% | Reduced |
| Cbre Clarion Securities LLC | 1,114,921 | $70.6M | 1.23% | +42,210+3.9% | Added |
| APG Asset Management N.V. | 1,077,826 | $68.3M | 0.13% | +126,660+13.3% | Added |
| Dimensional Fund Advisors LP | 1,021,599 | $64.7M | 0.02% | +1,680+0.2% | Added |
| 1832 Asset Management L.P. | 989,943 | $62.7M | 0.13% | −3910.0% | Reduced |
| Amundi | 912,824 | $59.7M | 0.03% | −614,932−40.3% | Reduced |
| Nuveen Asset Management, LLC | 932,695 | $59.1M | 0.02% | −231,297−19.9% | Reduced |
| Miller Howard Investments Inc | 887,767 | $56.2M | 2.04% | −40,739−4.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 879,809 | $55.7M | 0.04% | −9,825−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 872,127 | $55.2M | 0.46% | +492,163+129.5% | Added |
| Partners Group Holding AG | 866,652 | $54.9M | 4.20% | +83,431+10.7% | Added |
| Capital World Investors | 843,726 | $53.4M | 0.01% | +496+0.1% | Added |
| TD Asset Management Inc | 843,577 | $53.4M | 0.07% | −41,845−4.7% | Reduced |
| Credit Suisse AG | 837,185 | $53.0M | 0.06% | +102,446+13.9% | Added |
| Point72 Asset Management, L.P. | 829,600 | $52.5M | 0.20% | +788,000+1,894.2% | Added |
| Royal Bank of Canada | 750,124 | $47.5M | 0.01% | −224,796−23.1% | Reduced |
| STRS Ohio | 729,218 | $46.2M | 0.21% | +502,507+221.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 720,572 | $45.6M | 0.08% | +212,480+41.8% | Added |
| Adage Capital Partners GP, L.L.C. | 720,261 | $45.6M | 0.11% | +424,600+143.6% | Added |
| Millennium Management LLC | 675,862 | $42.8M | 0.05% | −223,829−24.9% | Reduced |
| Rhumbline Advisers | 651,685 | $41.3M | 0.06% | +54,318+9.1% | Added |
| Voloridge Investment Management, LLC | 624,559 | $39.6M | 0.22% | −167,861−21.2% | Reduced |
| Lord, Abbett & Co. LLC | 619,360 | $39.2M | 0.14% | −233,530−27.4% | Reduced |
| Citadel Advisors LLC | 609,538 | $38.6M | 0.04% | −429,715−41.3% | Reduced |
| HSBC Holdings PLC | 569,096 | $36.0M | 0.04% | +183,916+47.7% | Added |
| Cohen & Steers, Inc. | 565,740 | $35.8M | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 546,470 | $34.6M | 0.07% | −113,919−17.3% | Reduced |
| Barclays PLC | 542,080 | $34.3M | 0.03% | +80,970+17.6% | Added |
| Energy Income Partners, LLC | 524,568 | $33.2M | 0.75% | −83,768−13.8% | Reduced |
| Verition Fund Management LLC | 515,081 | $32.6M | 0.63% | +302,080+141.8% | Added |
| Zimmer Partners, LP | 513,925 | $32.5M | 0.65% | −3,478,969−87.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 510,061 | $32.3M | 0.27% | +64,135+14.4% | Added |
| Truist Financial Corp | 504,332 | $31.9M | 0.06% | +8,143+1.6% | Added |
| California State Teachers Retirement System | 463,673 | $29.4M | 0.05% | +5,078+1.1% | Added |
| Covalis Capital LLP | 462,014 | $29.3M | 6.92% | +86,384+23.0% | Added |
| Renaissance Technologies LLC | 458,274 | $29.0M | 0.04% | −796,375−63.5% | Reduced |
| Personal Capital Advisors Corp | 456,424 | $28.9M | 0.14% | +13,920+3.1% | Added |
| M&T Bank Corp | 456,413 | $28.9M | 0.12% | +3,724+0.8% | Added |
| Cidel Asset Management Inc | 453,156 | $28.7M | 1.34% | +17,760+4.1% | Added |
| Martingale Asset Management L P | 442,995 | $28.1M | 0.55% | −92,005−17.2% | Reduced |
| Raymond James & Associates | 430,112 | $27.2M | 0.03% | +3,820+0.9% | Added |
| Alliancebernstein L.P. | 429,091 | $27.2M | 0.01% | +28,798+7.2% | Added |
| Bruce & Co., Inc. | 418,500 | $26.5M | 6.83% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 410,335 | $26.0M | 0.19% | +123,065+42.8% | Added |
| HITE Hedge Asset Management LLC | 401,678 | $25.4M | 2.10% | +96,678+31.7% | Added |
| National Pension Service | 393,905 | $24.9M | 0.05% | +5,454+1.4% | Added |
| State of Tennessee, Treasury Department | 383,078 | $24.3M | 0.11% | +68,493+21.8% | Added |
| Envestnet Asset Management Inc | 378,883 | $24.0M | 0.01% | +12,591+3.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 371,939 | $23.6M | 0.31% | −287,318−43.6% | Reduced |
| Canada Pension Plan Investment Board | 366,567 | $23.2M | 0.04% | +210,169+134.4% | Added |
| State Board of Administration of Florida Retirement System | 362,163 | $22.9M | 0.06% | −6,500−1.8% | Reduced |
| Intech Investment Management LLC | 359,613 | $22.8M | 0.17% | −6,780−1.9% | Reduced |
| Keybank National Association | 356,199 | $22.6M | 0.11% | −23,514−6.2% | Reduced |
| Principal Financial Group Inc | 355,787 | $22.5M | 0.02% | −12,663−3.4% | Reduced |
| Putnam Investments LLC | 344,963 | $21.8M | 0.04% | +44,740+14.9% | Added |
| Allspring Global Investments Holdings, LLC | 333,072 | $21.1M | 0.04% | +10,797+3.4% | Added |
| CIBC Private Wealth Group, LLC | 334,720 | $21.0M | 0.07% | +331,068+9,065.4% | Added |
| Susquehanna Fundamental Investments, LLC | 328,957 | $20.8M | 0.36% | +323,469+5,894.1% | Added |
| RWC Asset Management LLP | 325,865 | $20.6M | 0.65% | +94,168+40.6% | Added |