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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 35,308 | $2.24M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 35,360 | $2.24M | 0.01% | +1,404+4.1% | Added |
| Xponance, Inc. | 36,522 | $2.31M | 0.04% | +6,327+21.0% | Added |
| Prudential PLC | 37,430 | $2.37M | 0.03% | −7,251−16.2% | Reduced |
| Capital International Inc | 37,463 | $2.37M | 0.05% | −8,671−18.8% | Reduced |
| ProShare Advisors LLC | 37,981 | $2.41M | 0.01% | −21,654−36.3% | Reduced |
| Intact Investment Management Inc. | 39,200 | $2.48M | 0.11% | +39,200 | New |
| Greenland Capital Management LP | 39,429 | $2.50M | 0.46% | +39,429 | New |
| The PNC Financial Services Group, Inc. | 39,817 | $2.52M | 0.00% | +2,858+7.7% | Added |
| First American Bank | 40,150 | $2.54M | 0.24% | +40,150 | New |
| Nissay Asset Management Corp | 40,965 | $2.59M | 0.02% | −1,175−2.8% | Reduced |
| Aquila Investment Management LLC | 41,000 | $2.60M | 2.01% | −4,000−8.9% | Reduced |
| New York Life Investment Management LLC | 41,055 | $2.60M | 0.03% | +51+0.1% | Added |
| Texas Permanent School Fund | 41,239 | $2.61M | 0.04% | +178+0.4% | Added |
| Mutual of America Capital Management LLC | 41,460 | $2.63M | 0.03% | +1,284+3.2% | Added |
| Assetmark, Inc | 42,703 | $2.70M | 0.01% | +11,540+37.0% | Added |
| Covea Finance | 43,700 | $2.77M | 0.14% | +6,200+16.5% | Added |
| Bridgewater Associates, LP | 44,669 | $2.83M | 0.02% | +18,189+68.7% | Added |
| Shell Asset Management Co | 45,335 | $2.87M | 0.13% | −8,820−16.3% | Reduced |
| Capital International Sarl | 47,669 | $3.02M | 0.21% | +989+2.1% | Added |
| Bahl & Gaynor Inc | 48,360 | $3.06M | 0.02% | −2,643−5.2% | Reduced |
| ING Groep NV | 49,350 | $3.13M | 0.03% | +3,867+8.5% | Added |
| Gulf International Bank (UK) Ltd | 49,429 | $3.13M | 0.06% | +160+0.3% | Added |
| La Banque Postale Asset Management SA | 50,693 | $3.21M | 0.09% | +50,693 | New |
| Utah Retirement Systems | 51,308 | $3.25M | 0.05% | −300−0.6% | Reduced |
| Sigma Planning Corp | 52,041 | $3.30M | 0.12% | +1,074+2.1% | Added |
| Mackenzie Financial Corp | 53,105 | $3.36M | 0.01% | +2,778+5.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 56,726 | $3.59M | 0.01% | +5,500+10.7% | Added |
| Penserra Capital Management LLC | 56,847 | $3.60M | 0.08% | +56,847 | New |
| Alberta Investment Management Corp | 57,540 | $3.64M | 0.03% | −2,700−4.5% | Reduced |
| Amica Mutual Insurance Co | 57,705 | $3.65M | 0.46% | +33,019+133.8% | Added |
| Benjamin Edwards Inc | 57,917 | $3.67M | 0.96% | +1,168+2.1% | Added |
| Public Sector Pension Investment Board | 59,453 | $3.77M | 0.03% | +7,656+14.8% | Added |
| Yousif Capital Management, LLC | 61,212 | $3.88M | 0.05% | +2,126+3.6% | Added |
| IFM Investors Pty Ltd | 61,710 | $3.91M | 0.07% | −20,175−24.6% | Reduced |
| Advisor Group Holdings, Inc. | 62,328 | $3.95M | 0.01% | +5,651+10.0% | Added |
| Wealthfront Advisers LLC | 63,368 | $4.01M | 0.02% | −3,508−5.2% | Reduced |
| Fifth Third Bancorp | 64,231 | $4.07M | 0.02% | −14,193−18.1% | Reduced |
| Forsta Ap-Fonden | 67,500 | $4.27M | 0.05% | −187,200−73.5% | Reduced |
| Summit Global Investments | 68,917 | $4.37M | 0.37% | −580−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 68,845 | $4.37M | 0.01% | +2,270+3.4% | Added |
| USS Investment Management Ltd | 69,658 | $4.41M | 0.06% | +11,400+19.6% | Added |
| Van Eck Associates Corp | 69,662 | $4.41M | 0.01% | +10,876+18.5% | Added |
| Opus Investment Management Inc | 71,800 | $4.55M | 1.62% | −8,200−10.3% | Reduced |
| Westpac Banking Corp | 72,910 | $4.62M | 0.07% | +1,821+2.6% | Added |
| Captrust Financial Advisors | 73,673 | $4.67M | 0.02% | +769+1.1% | Added |
| HighTower Advisors, LLC | 73,798 | $4.68M | 0.01% | +6,439+9.6% | Added |
| Logan Capital Management Inc | 74,653 | $4.73M | 0.24% | +19,490+35.3% | Added |
| Amalgamated Bank | 74,739 | $4.73M | 0.04% | −2,076−2.7% | Reduced |
| Berger Financial Group, Inc | 75,325 | $4.77M | 0.63% | +1,307+1.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 75,774 | $4.80M | 0.11% | +4,600+6.5% | Added |
| MetLife Investment Management | 75,783 | $4.80M | 0.04% | −1,227−1.6% | Reduced |
| Cipher Capital LP | 75,940 | $4.81M | 0.91% | +75,940 | New |
| Chartwell Investment Partners, LLC | 77,443 | $4.90M | 0.19% | −29,674−27.7% | Reduced |
| State of Alaska, Department of Revenue | 77,884 | $4.93M | 0.06% | −1,890−2.4% | Reduced |
| American International Group, Inc. | 78,560 | $4.98M | 0.03% | −27,483−25.9% | Reduced |
| Commonwealth Equity Services, LLC | 78,736 | $4.99M | 0.01% | +2,855+3.8% | Added |
| State of Michigan Retirement System | 78,899 | $5.00M | 0.03% | +400+0.5% | Added |
| Capital Group Private Client Services, Inc. | 80,129 | $5.07M | 0.06% | +1,944+2.5% | Added |
| Kempen Capital Management N.V. | 80,403 | $5.09M | 0.15% | +32,232+66.9% | Added |
| Arizona State Retirement System | 82,142 | $5.20M | 0.05% | +2,482+3.1% | Added |
| National Bank of Canada | 84,140 | $5.33M | 0.01% | −20,081−19.3% | Reduced |
| Korea Investment CORP | 88,655 | $5.61M | 0.02% | −20,444−18.7% | Reduced |
| NewSquare Capital LLC | 92,573 | $5.86M | 0.73% | +6,675+7.8% | Added |
| Mattern Capital Management, LLC | 92,954 | $5.89M | 1.09% | +5,390+6.2% | Added |
| Retirement Systems of Alabama | 92,986 | $5.89M | 0.03% | −3,401−3.5% | Reduced |
| SEI Investments Co | 93,382 | $5.91M | 0.01% | −33,334−26.3% | Reduced |
| Panagora Asset Management Inc | 96,139 | $6.09M | 0.04% | −30,089−23.8% | Reduced |
| Natixis Advisors, L.P. | 100,279 | $6.35M | 0.02% | −24,248−19.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 102,042 | $6.46M | 0.03% | +408+0.4% | Added |
| Howe & Rusling Inc | 104,287 | $6.60M | 0.83% | −11,369−9.8% | Reduced |
| Stifel Financial Corp | 104,579 | $6.62M | 0.01% | +1,596+1.5% | Added |
| DnB Asset Management AS | 108,504 | $6.87M | 0.05% | +859+0.8% | Added |
| Susquehanna International Group, LLP | 108,628 | $6.88M | 0.01% | +2,430+2.3% | Added |
| Jacobs Levy Equity Management, Inc | 108,938 | $6.90M | 0.05% | +80,743+286.4% | Added |
| Decade Renewable Partners LP | 114,678 | $7.26M | 2.71% | +114,678 | New |
| Holocene Advisors, LP | 116,221 | $7.36M | 0.05% | −2,876−2.4% | Reduced |
| Nicholas Company, Inc. | 119,835 | $7.59M | 0.16% | +30,150+33.6% | Added |
| Nomura Asset Management Co Ltd | 121,113 | $7.67M | 0.04% | −72,357−37.4% | Reduced |
| Lazard Asset Management LLC | 123,288 | $7.81M | 0.01% | −20,424−14.2% | Reduced |
| Schroder Investment Management Group | 124,102 | $7.86M | 0.01% | +4,276+3.6% | Added |
| Treasurer of the State of North Carolina | 125,700 | $7.96M | 0.05% | +1,600+1.3% | Added |
| Andra AP-fonden | 131,600 | $8.33M | 0.25% | −14,300−9.8% | Reduced |
| Janus Henderson Group PLC | 136,612 | $8.65M | 0.01% | +97,026+245.1% | Added |
| Mn Services Vermogensbeheer B.V. | 138,269 | $8.76M | 0.10% | −20,100−12.7% | Reduced |
| CIBC Asset Management Inc | 138,935 | $8.80M | 0.04% | −21,500−13.4% | Reduced |
| Guggenheim Capital LLC | 143,858 | $9.11M | 0.08% | −15,968−10.0% | Reduced |
| Toronto Dominion Bank | 146,097 | $9.25M | 0.01% | +20,784+16.6% | Added |
| First American Trust, FSB | 149,391 | $9.46M | 1.47% | +3,672+2.5% | Added |
| Comerica Bank | 151,561 | $9.62M | 0.07% | +51,358+51.3% | Added |
| Public Employees Retirement System of Ohio | 153,125 | $9.70M | 0.04% | +3,052+2.0% | Added |
| State of New Jersey Common Pension Fund D | 153,176 | $9.70M | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 155,460 | $9.85M | 0.02% | −27,860−15.2% | Reduced |
| Calamos Advisors LLC | 160,286 | $10.2M | 0.05% | −28,339−15.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 164,540 | $10.4M | 0.01% | +1,079+0.7% | Added |
| LPL Financial LLC | 164,726 | $10.4M | 0.01% | +57,245+53.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 167,028 | $10.6M | 0.04% | −10,171−5.7% | Reduced |
| AQR Capital Management LLC | 170,862 | $10.8M | 0.02% | −151,062−46.9% | Reduced |
| Railway Pension Investments Ltd | 173,400 | $11.0M | 0.11% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 181,269 | $11.5M | 0.10% | +14,426+8.6% | Added |