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 | $20.5B |
| 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, 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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 10,609 | $672.0K | 0.02% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 10,938 | $692.7K | 0.04% | −779−6.6% | Reduced |
| Foster & Motley Inc | 11,048 | $700.0K | 0.06% | −386−3.4% | Reduced |
| Prospera Financial Services Inc | 11,587 | $733.8K | 0.04% | +34+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 12,165 | $770.5K | 0.04% | +248+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 12,290 | $778.3K | 0.00% | +1,390+12.8% | Added |
| Toews Corp | 12,400 | $785.3K | 0.39% | −4,800−27.9% | Reduced |
| Thrivent Financial for Lutherans | 12,431 | $787.0K | 0.00% | +53+0.4% | Added |
| Mirabella Financial Services LLP | 12,444 | $788.1K | 0.07% | −8,578−40.8% | Reduced |
| Everence Capital Management Inc | 12,530 | $794.0K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,711 | $805.0K | 0.01% | +3,191+33.5% | Added |
| Cornercap Investment Counsel Inc | 12,892 | $816.5K | 0.14% | +699+5.7% | Added |
| Aurora Investment Counsel | 13,033 | $825.4K | 0.57% | −759−5.5% | Reduced |
| Hantz Financial Services, Inc. | 13,216 | $837.0K | 0.03% | −3,304−20.0% | Reduced |
| Brinker Capital Investments, LLC | 13,437 | $851.0K | 0.02% | −1,140−7.8% | Reduced |
| Tower Research Capital LLC (TRC) | 13,494 | $854.0K | 0.04% | −46,364−77.5% | Reduced |
| New Mexico Educational Retirement Board | 13,810 | $875.0K | 0.05% | −1,000−6.8% | Reduced |
| Profund Advisors LLC | 13,929 | $882.1K | 0.06% | −559−3.9% | Reduced |
| Huntington National Bank | 14,052 | $889.9K | 0.01% | −588−4.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,301 | $906.0K | 0.04% | +1,130+8.6% | Added |
| Advisors Asset Management, Inc. | 14,371 | $910.1K | 0.02% | +2,556+21.6% | Added |
| Horizon Kinetics Asset Management LLC | 14,575 | $923.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 14,853 | $940.6K | 0.04% | −770−4.9% | Reduced |
| Pettee Investors, Inc. | 15,368 | $973.0K | 0.48% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 15,543 | $984.4K | 0.00% | −127−0.8% | Reduced |
| Sumitomo Life Insurance Co | 15,832 | $1.00M | 0.07% | −612−3.7% | Reduced |
| Ossiam | 16,197 | $1.03M | 0.03% | −3,847−19.2% | Reduced |
| HB Wealth Management, LLC | 16,201 | $1.03M | 0.02% | +423+2.7% | Added |
| AXA S.A. | 16,304 | $1.03M | 0.00% | −14,223−46.6% | Reduced |
| Nordea Investment Management AB | 16,168 | $1.03M | 0.00% | +3,951+32.3% | Added |
| SG Americas Securities, LLC | 16,334 | $1.03M | 0.02% | −2,249−12.1% | Reduced |
| Moody National Bank Trust Division | 16,440 | $1.04M | 0.09% | +472+3.0% | Added |
| Metropolitan Life Insurance Co | 16,786 | $1.06M | 0.05% | −489−2.8% | Reduced |
| Richard Bernstein Advisors LLC | 17,016 | $1.08M | 0.02% | +17,016 | New |
| Greenleaf Trust | 17,722 | $1.12M | 0.01% | +970+5.8% | Added |
| GWM Advisors LLC | 41,398 | $1.13M | 0.03% | +21,296+105.9% | Added |
| Avantax Advisory Services, Inc. | 18,129 | $1.15M | 0.02% | −446−2.4% | Reduced |
| Chesley Taft & Associates LLC | 18,311 | $1.16M | 0.08% | +1,061+6.2% | Added |
| Pallas Capital Advisors LLC | 18,943 | $1.17M | 0.12% | +18,943 | New |
| Banque Pictet & Cie SA | 18,615 | $1.18M | 0.01% | +7,391+65.8% | Added |
| Louisiana State Employees Retirement System | 18,800 | $1.19M | 0.03% | +200+1.1% | Added |
| Mercer Global Advisors Inc | 18,853 | $1.19M | 0.01% | +1,722+10.1% | Added |
| Norinchukin Bank, The | 18,894 | $1.20M | 0.03% | −5,040−21.1% | Reduced |
| Rafferty Asset Management, LLC | 18,941 | $1.20M | 0.01% | +8,134+75.3% | Added |
| Steward Partners Investment Advisory, LLC | 19,038 | $1.21M | 0.02% | +119+0.6% | Added |
| First Republic Investment Management, Inc. | 19,139 | $1.21M | 0.00% | +615+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,208 | $1.22M | 0.01% | −844−4.2% | Reduced |
| Mariner, LLC | 19,225 | $1.22M | 0.00% | +1,202+6.7% | Added |
| BLB&B Advisors, LLC | 20,134 | $1.28M | 0.10% | −450−2.2% | Reduced |
| KBC Group NV | 20,412 | $1.29M | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 20,886 | $1.32M | 0.04% | −6,649−24.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,901 | $1.32M | 0.00% | +3,403+19.4% | Added |
| Community Capital Management, Inc. | 21,100 | $1.34M | 1.73% | +12,000+131.9% | Added |
| Inceptionr LLC | 21,104 | $1.34M | 0.70% | +21,104 | New |
| Daiwa Securities Group Inc. | 21,182 | $1.34M | 0.01% | +2,225+11.7% | Added |
| Seeyond | 21,327 | $1.35M | 0.13% | −24,058−53.0% | Reduced |
| Telemus Capital, LLC | 21,679 | $1.40M | 0.13% | +36+0.2% | Added |
| Oregon Public Employees Retirement Fund | 22,384 | $1.42M | 0.02% | −23,976−51.7% | Reduced |
| Elo Mutual Pension Insurance Co | 22,455 | $1.42M | 0.05% | +747+3.4% | Added |
| Winton Group Ltd | 22,713 | $1.44M | 0.09% | −29,902−56.8% | Reduced |
| Maryland State Retirement & Pension System | 22,765 | $1.44M | 0.04% | +921+4.2% | Added |
| Kentucky Retirement Systems | 22,816 | $1.45M | 0.06% | +100+0.4% | Added |
| Creative Planning | 23,155 | $1.47M | 0.00% | +5,062+28.0% | Added |
| Zhang Financial LLC | 23,324 | $1.48M | 0.19% | −53−0.2% | Reduced |
| Securian Asset Management, Inc | 23,829 | $1.51M | 0.04% | +266+1.1% | Added |
| Brasada Capital Management, LP | 24,954 | $1.58M | 0.37% | +4,572+22.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 24,967 | $1.58M | 0.40% | +24,967 | New |
| Duality Advisers, LP | 25,345 | $1.61M | 0.18% | +25,345 | New |
| British Columbia Investment Management Corp | 25,751 | $1.63M | 0.02% | −2,945−10.3% | Reduced |
| Dean Investment Associates, LLC | 26,094 | $1.65M | 0.28% | +1,556+6.3% | Added |
| Natixis | 26,258 | $1.66M | 0.01% | −29,849−53.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,467 | $1.68M | 0.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 26,604 | $1.68M | 0.91% | −522−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,687 | $1.69M | 0.03% | +3,862+16.9% | Added |
| Vident Investment Advisory, LLC | 26,923 | $1.71M | 0.06% | +7,433+38.1% | Added |
| Bellwether Advisors, LLC | 26,940 | $1.71M | 0.50% | +26,940 | New |
| CI Private Wealth, LLC | 27,346 | $1.73M | 0.01% | +27,346 | New |
| Kesler, Norman & Wride, LLC | 27,353 | $1.73M | 0.45% | +11,404+71.5% | Added |
| New England Asset Management Inc | 27,553 | $1.74M | 0.03% | −1,373−4.7% | Reduced |
| First Manhattan Co | 28,531 | $1.81M | 0.01% | +82+0.3% | Added |
| Exchange Capital Management, Inc. | 28,744 | $1.82M | 0.40% | −3,265−10.2% | Reduced |
| American Century Companies Inc | 28,754 | $1.82M | 0.00% | −113,943−79.8% | Reduced |
| Baird Financial Group, Inc. | 30,007 | $1.90M | 0.01% | −33−0.1% | Reduced |
| First Citizens Bank & Trust Co | 30,204 | $1.91M | 0.06% | +9,605+46.6% | Added |
| Ferguson Wellman Capital Management, Inc | 30,273 | $1.92M | 0.05% | +30,273 | New |
| Raymond James Financial Services Advisors, Inc. | 30,542 | $1.93M | 0.00% | −2,353−7.2% | Reduced |
| Gamco Investors, Inc. Et Al | 30,600 | $1.94M | 0.02% | +2,400+8.5% | Added |
| Bank of Nova Scotia | 30,978 | $1.96M | 0.01% | −6,106−16.5% | Reduced |
| WealthTrust Axiom LLC | 31,800 | $2.01M | 0.70% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 31,935 | $2.02M | 0.27% | +465+1.5% | Added |
| Cox Capital Mgt LLC | 32,385 | $2.05M | 1.33% | +1,119+3.6% | Added |
| Teacher Retirement System of Texas | 32,732 | $2.07M | 0.02% | −32,898−50.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 32,945 | $2.09M | 0.01% | +3,715+12.7% | Added |
| Crossmark Global Holdings, Inc. | 33,765 | $2.14M | 0.05% | −684−2.0% | Reduced |
| Czech National Bank | 33,992 | $2.15M | 0.06% | +267+0.8% | Added |
| CIBC World Markets Corp | 34,124 | $2.16M | 0.01% | +29,721+675.0% | Added |
| Edgestream Partners, L.P. | 34,429 | $2.18M | 0.25% | −52,099−60.2% | Reduced |
| D. E. Shaw & Co., Inc. | 34,724 | $2.20M | 0.00% | −117,912−77.3% | Reduced |
| Atria Investments LLC | 34,901 | $2.21M | 0.05% | +1,578+4.7% | Added |
| Teza Capital Management LLC | 35,056 | $2.22M | 0.42% | +211+0.6% | Added |