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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 322,257 | $20.4M | 0.07% | +322,257 | New |
| New York State Common Retirement Fund | 321,768 | $20.4M | 0.03% | +1,390+0.4% | Added |
| New York State Teachers Retirement System | 313,902 | $19.9M | 0.05% | +840.0% | Added |
| US Bancorp | 296,698 | $18.8M | 0.03% | +122,709+70.5% | Added |
| Wedge Capital Management L L P | 296,092 | $18.8M | 0.30% | +296,092 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 288,253 | $18.3M | 0.49% | +27,838+10.7% | Added |
| LMR Partners LLP | 287,558 | $18.2M | 0.42% | +257,844+867.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 280,421 | $17.8M | 0.05% | −13,254−4.5% | Reduced |
| Scout Investments, Inc. | 279,990 | $17.7M | 0.36% | −739,724−72.5% | Reduced |
| Allianz Asset Management GmbH | 259,723 | $16.4M | 0.04% | −144,880−35.8% | Reduced |
| Prudential Financial Inc | 256,485 | $16.2M | 0.03% | +5,826+2.3% | Added |
| BNP Paribas Arbitrage, SA | 250,213 | $15.8M | 0.04% | +67,577+37.0% | Added |
| Adams Diversified Equity Fund, Inc. | 242,800 | $15.4M | 0.74% | 00.0% | Unchanged |
| Victory Capital Management Inc | 241,171 | $15.3M | 0.02% | +43,199+21.8% | Added |
| Assenagon Asset Management S.A. | 238,752 | $15.1M | 0.06% | −598,934−71.5% | Reduced |
| Manufacturers Life Insurance Company, The | 235,463 | $14.9M | 0.01% | −94,355−28.6% | Reduced |
| Illinois Municipal Retirement Fund | 225,342 | $14.3M | 0.32% | +91,955+68.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219,061 | $14.0M | 0.04% | +38,643+21.4% | Added |
| GQG Partners LLC | 219,831 | $13.9M | 0.04% | +164,690+298.7% | Added |
| Nisa Investment Advisors, LLC | 213,530 | $13.5M | 0.11% | −21,413−9.1% | Reduced |
| State of Wisconsin Investment Board | 213,150 | $13.5M | 0.04% | +31,226+17.2% | Added |
| Asset Management One Co.,Ltd. | 206,632 | $13.3M | 0.06% | +13,010+6.7% | Added |
| FMR LLC | 207,453 | $13.1M | 0.00% | −13,654−6.2% | Reduced |
| Los Angeles Capital Management LLC | 204,441 | $12.9M | 0.06% | +14,202+7.5% | Added |
| Coann Capital LLC | 199,865 | $12.7M | 6.03% | −217,629−52.1% | Reduced |
| Pacer Advisors, Inc. | 197,307 | $12.5M | 0.06% | +194,590+7,161.9% | Added |
| Epoch Investment Partners, Inc. | 197,093 | $12.5M | 0.07% | +7,364+3.9% | Added |
| Great West Life Assurance Co | 195,261 | $12.4M | 0.03% | +19,390+11.0% | Added |
| Eventide Asset Management, LLC | 195,500 | $12.4M | 0.24% | −46,658−19.3% | Reduced |
| AE Wealth Management LLC | 195,278 | $12.4M | 0.09% | +53,297+37.5% | Added |
| Gabelli Funds LLC | 195,125 | $12.4M | 0.10% | −2,100−1.1% | Reduced |
| Ci Investments Inc. | 194,827 | $12.3M | 0.06% | −420,076−68.3% | Reduced |
| Voya Investment Management LLC | 189,020 | $12.0M | 0.01% | +82,897+78.1% | Added |
| Hennessy Advisors Inc | 188,198 | $11.9M | 0.78% | −11,700−5.9% | Reduced |
| Man Group plc | 181,751 | $11.5M | 0.04% | −96,918−34.8% | Reduced |
| Westwood Holdings Group Inc. | 181,269 | $11.5M | 0.10% | +14,426+8.6% | Added |
| Railway Pension Investments Ltd | 173,400 | $11.0M | 0.11% | 00.0% | Unchanged |
| AQR Capital Management LLC | 170,862 | $10.8M | 0.02% | −151,062−46.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 167,028 | $10.6M | 0.04% | −10,171−5.7% | Reduced |
| LPL Financial LLC | 164,726 | $10.4M | 0.01% | +57,245+53.3% | Added |
| T. Rowe Price Investment Management, Inc. | 164,540 | $10.4M | 0.01% | +1,079+0.7% | Added |
| Calamos Advisors LLC | 160,286 | $10.2M | 0.05% | −28,339−15.0% | Reduced |
| Ensign Peak Advisors, Inc | 155,460 | $9.85M | 0.02% | −27,860−15.2% | Reduced |
| State of New Jersey Common Pension Fund D | 153,176 | $9.70M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 153,125 | $9.70M | 0.04% | +3,052+2.0% | Added |
| Comerica Bank | 151,561 | $9.62M | 0.07% | +51,358+51.3% | Added |
| First American Trust, FSB | 149,391 | $9.46M | 1.47% | +3,672+2.5% | Added |
| Toronto Dominion Bank | 146,097 | $9.25M | 0.01% | +20,784+16.6% | Added |
| Guggenheim Capital LLC | 143,858 | $9.11M | 0.08% | −15,968−10.0% | Reduced |
| CIBC Asset Management Inc | 138,935 | $8.80M | 0.04% | −21,500−13.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 138,269 | $8.76M | 0.10% | −20,100−12.7% | Reduced |
| Janus Henderson Group PLC | 136,612 | $8.65M | 0.01% | +97,026+245.1% | Added |
| Andra AP-fonden | 131,600 | $8.33M | 0.25% | −14,300−9.8% | Reduced |
| Treasurer of the State of North Carolina | 125,700 | $7.96M | 0.05% | +1,600+1.3% | Added |
| Schroder Investment Management Group | 124,102 | $7.86M | 0.01% | +4,276+3.6% | Added |
| Lazard Asset Management LLC | 123,288 | $7.81M | 0.01% | −20,424−14.2% | Reduced |
| Nomura Asset Management Co Ltd | 121,113 | $7.67M | 0.04% | −72,357−37.4% | Reduced |
| Nicholas Company, Inc. | 119,835 | $7.59M | 0.16% | +30,150+33.6% | Added |
| Holocene Advisors, LP | 116,221 | $7.36M | 0.05% | −2,876−2.4% | Reduced |
| Decade Renewable Partners LP | 114,678 | $7.26M | 2.71% | +114,678 | New |
| Jacobs Levy Equity Management, Inc | 108,938 | $6.90M | 0.05% | +80,743+286.4% | Added |
| Susquehanna International Group, LLP | 108,628 | $6.88M | 0.01% | +2,430+2.3% | Added |
| DnB Asset Management AS | 108,504 | $6.87M | 0.05% | +859+0.8% | Added |
| Stifel Financial Corp | 104,579 | $6.62M | 0.01% | +1,596+1.5% | Added |
| Howe & Rusling Inc | 104,287 | $6.60M | 0.83% | −11,369−9.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 102,042 | $6.46M | 0.03% | +408+0.4% | Added |
| Natixis Advisors, L.P. | 100,279 | $6.35M | 0.02% | −24,248−19.5% | Reduced |
| Panagora Asset Management Inc | 96,139 | $6.09M | 0.04% | −30,089−23.8% | Reduced |
| SEI Investments Co | 93,382 | $5.91M | 0.01% | −33,334−26.3% | Reduced |
| Retirement Systems of Alabama | 92,986 | $5.89M | 0.03% | −3,401−3.5% | Reduced |
| Mattern Capital Management, LLC | 92,954 | $5.89M | 1.09% | +5,390+6.2% | Added |
| NewSquare Capital LLC | 92,573 | $5.86M | 0.73% | +6,675+7.8% | Added |
| Korea Investment CORP | 88,655 | $5.61M | 0.02% | −20,444−18.7% | Reduced |
| National Bank of Canada | 84,140 | $5.33M | 0.01% | −20,081−19.3% | Reduced |
| Arizona State Retirement System | 82,142 | $5.20M | 0.05% | +2,482+3.1% | Added |
| Kempen Capital Management N.V. | 80,403 | $5.09M | 0.15% | +32,232+66.9% | Added |
| Capital Group Private Client Services, Inc. | 80,129 | $5.07M | 0.06% | +1,944+2.5% | Added |
| State of Michigan Retirement System | 78,899 | $5.00M | 0.03% | +400+0.5% | Added |
| Commonwealth Equity Services, LLC | 78,736 | $4.99M | 0.01% | +2,855+3.8% | Added |
| American International Group, Inc. | 78,560 | $4.98M | 0.03% | −27,483−25.9% | Reduced |
| State of Alaska, Department of Revenue | 77,884 | $4.93M | 0.06% | −1,890−2.4% | Reduced |
| Chartwell Investment Partners, LLC | 77,443 | $4.90M | 0.19% | −29,674−27.7% | Reduced |
| Cipher Capital LP | 75,940 | $4.81M | 0.91% | +75,940 | New |
| MetLife Investment Management | 75,783 | $4.80M | 0.04% | −1,227−1.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 75,774 | $4.80M | 0.11% | +4,600+6.5% | Added |
| Berger Financial Group, Inc | 75,325 | $4.77M | 0.63% | +1,307+1.8% | Added |
| Amalgamated Bank | 74,739 | $4.73M | 0.04% | −2,076−2.7% | Reduced |
| Logan Capital Management Inc | 74,653 | $4.73M | 0.24% | +19,490+35.3% | Added |
| HighTower Advisors, LLC | 73,798 | $4.68M | 0.01% | +6,439+9.6% | Added |
| Captrust Financial Advisors | 73,673 | $4.67M | 0.02% | +769+1.1% | Added |
| Westpac Banking Corp | 72,910 | $4.62M | 0.07% | +1,821+2.6% | Added |
| Opus Investment Management Inc | 71,800 | $4.55M | 1.62% | −8,200−10.3% | Reduced |
| Van Eck Associates Corp | 69,662 | $4.41M | 0.01% | +10,876+18.5% | Added |
| USS Investment Management Ltd | 69,658 | $4.41M | 0.06% | +11,400+19.6% | Added |
| DekaBank Deutsche Girozentrale | 68,845 | $4.37M | 0.01% | +2,270+3.4% | Added |
| Summit Global Investments | 68,917 | $4.37M | 0.37% | −580−0.8% | Reduced |
| Forsta Ap-Fonden | 67,500 | $4.27M | 0.05% | −187,200−73.5% | Reduced |
| Fifth Third Bancorp | 64,231 | $4.07M | 0.02% | −14,193−18.1% | Reduced |
| Wealthfront Advisers LLC | 63,368 | $4.01M | 0.02% | −3,508−5.2% | Reduced |
| Advisor Group Holdings, Inc. | 62,328 | $3.95M | 0.01% | +5,651+10.0% | Added |