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 |
|---|---|---|---|---|---|
| Man Group plc | 181,751 | $11.5M | 0.04% | −96,918−34.8% | Reduced |
| Hennessy Advisors Inc | 188,198 | $11.9M | 0.78% | −11,700−5.9% | Reduced |
| Voya Investment Management LLC | 189,020 | $12.0M | 0.01% | +82,897+78.1% | Added |
| Ci Investments Inc. | 194,827 | $12.3M | 0.06% | −420,076−68.3% | Reduced |
| Gabelli Funds LLC | 195,125 | $12.4M | 0.10% | −2,100−1.1% | Reduced |
| AE Wealth Management LLC | 195,278 | $12.4M | 0.09% | +53,297+37.5% | Added |
| Eventide Asset Management, LLC | 195,500 | $12.4M | 0.24% | −46,658−19.3% | Reduced |
| Great West Life Assurance Co | 195,261 | $12.4M | 0.03% | +19,390+11.0% | Added |
| Epoch Investment Partners, Inc. | 197,093 | $12.5M | 0.07% | +7,364+3.9% | Added |
| Pacer Advisors, Inc. | 197,307 | $12.5M | 0.06% | +194,590+7,161.9% | Added |
| Coann Capital LLC | 199,865 | $12.7M | 6.03% | −217,629−52.1% | Reduced |
| Los Angeles Capital Management LLC | 204,441 | $12.9M | 0.06% | +14,202+7.5% | Added |
| FMR LLC | 207,453 | $13.1M | 0.00% | −13,654−6.2% | Reduced |
| Asset Management One Co.,Ltd. | 206,632 | $13.3M | 0.06% | +13,010+6.7% | Added |
| State of Wisconsin Investment Board | 213,150 | $13.5M | 0.04% | +31,226+17.2% | Added |
| Nisa Investment Advisors, LLC | 213,530 | $13.5M | 0.11% | −21,413−9.1% | Reduced |
| GQG Partners LLC | 219,831 | $13.9M | 0.04% | +164,690+298.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219,061 | $14.0M | 0.04% | +38,643+21.4% | Added |
| Illinois Municipal Retirement Fund | 225,342 | $14.3M | 0.32% | +91,955+68.9% | Added |
| Manufacturers Life Insurance Company, The | 235,463 | $14.9M | 0.01% | −94,355−28.6% | Reduced |
| Assenagon Asset Management S.A. | 238,752 | $15.1M | 0.06% | −598,934−71.5% | Reduced |
| Victory Capital Management Inc | 241,171 | $15.3M | 0.02% | +43,199+21.8% | Added |
| Adams Diversified Equity Fund, Inc. | 242,800 | $15.4M | 0.74% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 250,213 | $15.8M | 0.04% | +67,577+37.0% | Added |
| Prudential Financial Inc | 256,485 | $16.2M | 0.03% | +5,826+2.3% | Added |
| Allianz Asset Management GmbH | 259,723 | $16.4M | 0.04% | −144,880−35.8% | Reduced |
| Scout Investments, Inc. | 279,990 | $17.7M | 0.36% | −739,724−72.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 280,421 | $17.8M | 0.05% | −13,254−4.5% | Reduced |
| LMR Partners LLP | 287,558 | $18.2M | 0.42% | +257,844+867.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 288,253 | $18.3M | 0.49% | +27,838+10.7% | Added |
| Wedge Capital Management L L P | 296,092 | $18.8M | 0.30% | +296,092 | New |
| US Bancorp | 296,698 | $18.8M | 0.03% | +122,709+70.5% | Added |
| New York State Teachers Retirement System | 313,902 | $19.9M | 0.05% | +840.0% | Added |
| New York State Common Retirement Fund | 321,768 | $20.4M | 0.03% | +1,390+0.4% | Added |
| Balyasny Asset Management LLC | 322,257 | $20.4M | 0.07% | +322,257 | New |
| RWC Asset Management LLP | 325,865 | $20.6M | 0.65% | +94,168+40.6% | Added |
| Susquehanna Fundamental Investments, LLC | 328,957 | $20.8M | 0.36% | +323,469+5,894.1% | Added |
| CIBC Private Wealth Group, LLC | 334,720 | $21.0M | 0.07% | +331,068+9,065.4% | Added |
| Allspring Global Investments Holdings, LLC | 333,072 | $21.1M | 0.04% | +10,797+3.4% | Added |
| Putnam Investments LLC | 344,963 | $21.8M | 0.04% | +44,740+14.9% | Added |
| Principal Financial Group Inc | 355,787 | $22.5M | 0.02% | −12,663−3.4% | Reduced |
| Keybank National Association | 356,199 | $22.6M | 0.11% | −23,514−6.2% | Reduced |
| Intech Investment Management LLC | 359,613 | $22.8M | 0.17% | −6,780−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 362,163 | $22.9M | 0.06% | −6,500−1.8% | Reduced |
| Canada Pension Plan Investment Board | 366,567 | $23.2M | 0.04% | +210,169+134.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 371,939 | $23.6M | 0.31% | −287,318−43.6% | Reduced |
| Envestnet Asset Management Inc | 378,883 | $24.0M | 0.01% | +12,591+3.4% | Added |
| State of Tennessee, Treasury Department | 383,078 | $24.3M | 0.11% | +68,493+21.8% | Added |
| National Pension Service | 393,905 | $24.9M | 0.05% | +5,454+1.4% | Added |
| HITE Hedge Asset Management LLC | 401,678 | $25.4M | 2.10% | +96,678+31.7% | Added |
| Squarepoint Ops LLC | 410,335 | $26.0M | 0.19% | +123,065+42.8% | Added |
| Bruce & Co., Inc. | 418,500 | $26.5M | 6.83% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 429,091 | $27.2M | 0.01% | +28,798+7.2% | Added |
| Raymond James & Associates | 430,112 | $27.2M | 0.03% | +3,820+0.9% | Added |
| Martingale Asset Management L P | 442,995 | $28.1M | 0.55% | −92,005−17.2% | Reduced |
| Cidel Asset Management Inc | 453,156 | $28.7M | 1.34% | +17,760+4.1% | Added |
| M&T Bank Corp | 456,413 | $28.9M | 0.12% | +3,724+0.8% | Added |
| Personal Capital Advisors Corp | 456,424 | $28.9M | 0.14% | +13,920+3.1% | Added |
| Renaissance Technologies LLC | 458,274 | $29.0M | 0.04% | −796,375−63.5% | Reduced |
| Covalis Capital LLP | 462,014 | $29.3M | 6.92% | +86,384+23.0% | Added |
| California State Teachers Retirement System | 463,673 | $29.4M | 0.05% | +5,078+1.1% | Added |
| Truist Financial Corp | 504,332 | $31.9M | 0.06% | +8,143+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 510,061 | $32.3M | 0.27% | +64,135+14.4% | Added |
| Zimmer Partners, LP | 513,925 | $32.5M | 0.65% | −3,478,969−87.1% | Reduced |
| Verition Fund Management LLC | 515,081 | $32.6M | 0.63% | +302,080+141.8% | Added |
| Energy Income Partners, LLC | 524,568 | $33.2M | 0.75% | −83,768−13.8% | Reduced |
| Barclays PLC | 542,080 | $34.3M | 0.03% | +80,970+17.6% | Added |
| Russell Investments Group, Ltd. | 546,470 | $34.6M | 0.07% | −113,919−17.3% | Reduced |
| Cohen & Steers, Inc. | 565,740 | $35.8M | 0.08% | 00.0% | Unchanged |
| HSBC Holdings PLC | 569,096 | $36.0M | 0.04% | +183,916+47.7% | Added |
| Citadel Advisors LLC | 609,538 | $38.6M | 0.04% | −429,715−41.3% | Reduced |
| Lord, Abbett & Co. LLC | 619,360 | $39.2M | 0.14% | −233,530−27.4% | Reduced |
| Voloridge Investment Management, LLC | 624,559 | $39.6M | 0.22% | −167,861−21.2% | Reduced |
| Rhumbline Advisers | 651,685 | $41.3M | 0.06% | +54,318+9.1% | Added |
| Millennium Management LLC | 675,862 | $42.8M | 0.05% | −223,829−24.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 720,261 | $45.6M | 0.11% | +424,600+143.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 720,572 | $45.6M | 0.08% | +212,480+41.8% | Added |
| STRS Ohio | 729,218 | $46.2M | 0.21% | +502,507+221.7% | Added |
| Royal Bank of Canada | 750,124 | $47.5M | 0.01% | −224,796−23.1% | Reduced |
| Point72 Asset Management, L.P. | 829,600 | $52.5M | 0.20% | +788,000+1,894.2% | Added |
| Credit Suisse AG | 837,185 | $53.0M | 0.06% | +102,446+13.9% | Added |
| TD Asset Management Inc | 843,577 | $53.4M | 0.07% | −41,845−4.7% | Reduced |
| Capital World Investors | 843,726 | $53.4M | 0.01% | +496+0.1% | Added |
| Partners Group Holding AG | 866,652 | $54.9M | 4.20% | +83,431+10.7% | Added |
| Schonfeld Strategic Advisors LLC | 872,127 | $55.2M | 0.46% | +492,163+129.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 879,809 | $55.7M | 0.04% | −9,825−1.1% | Reduced |
| Miller Howard Investments Inc | 887,767 | $56.2M | 2.04% | −40,739−4.4% | Reduced |
| Nuveen Asset Management, LLC | 932,695 | $59.1M | 0.02% | −231,297−19.9% | Reduced |
| Amundi | 912,824 | $59.7M | 0.03% | −614,932−40.3% | Reduced |
| 1832 Asset Management L.P. | 989,943 | $62.7M | 0.13% | −3910.0% | Reduced |
| Dimensional Fund Advisors LP | 1,021,599 | $64.7M | 0.02% | +1,680+0.2% | Added |
| APG Asset Management N.V. | 1,077,826 | $68.3M | 0.13% | +126,660+13.3% | Added |
| Cbre Clarion Securities LLC | 1,114,921 | $70.6M | 1.23% | +42,210+3.9% | Added |
| UBS Asset Management Americas Inc | 1,175,652 | $74.5M | 0.04% | −77,877−6.2% | Reduced |
| Deutsche Bank AG | 1,175,967 | $74.5M | 0.04% | +517,615+78.6% | Added |
| Swiss National Bank | 1,179,500 | $74.7M | 0.05% | −78,217−6.2% | Reduced |
| Pendal Group Limited | 1,301,398 | $82.4M | 0.71% | +696,759+115.2% | Added |
| UBS Group AG | 1,315,462 | $83.3M | 0.04% | +1,267,537+2,644.8% | Added |
| Reaves W H & Co Inc | 1,374,484 | $87.0M | 3.11% | −186,517−11.9% | Reduced |
| Macquarie Group Ltd | 1,740,331 | $87.3M | 0.10% | +511,827+41.7% | Added |