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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 61,710 | $3.91M | 0.07% | −20,175−24.6% | Reduced |
| Yousif Capital Management, LLC | 61,212 | $3.88M | 0.05% | +2,126+3.6% | Added |
| Public Sector Pension Investment Board | 59,453 | $3.77M | 0.03% | +7,656+14.8% | Added |
| Benjamin Edwards Inc | 57,917 | $3.67M | 0.96% | +1,168+2.1% | Added |
| Amica Mutual Insurance Co | 57,705 | $3.65M | 0.46% | +33,019+133.8% | Added |
| Alberta Investment Management Corp | 57,540 | $3.64M | 0.03% | −2,700−4.5% | Reduced |
| Penserra Capital Management LLC | 56,847 | $3.60M | 0.08% | +56,847 | New |
| Mirae Asset Global Investments Co., Ltd. | 56,726 | $3.59M | 0.01% | +5,500+10.7% | Added |
| Mackenzie Financial Corp | 53,105 | $3.36M | 0.01% | +2,778+5.5% | Added |
| Sigma Planning Corp | 52,041 | $3.30M | 0.12% | +1,074+2.1% | Added |
| Utah Retirement Systems | 51,308 | $3.25M | 0.05% | −300−0.6% | Reduced |
| La Banque Postale Asset Management SA | 50,693 | $3.21M | 0.09% | +50,693 | New |
| Gulf International Bank (UK) Ltd | 49,429 | $3.13M | 0.06% | +160+0.3% | Added |
| ING Groep NV | 49,350 | $3.13M | 0.03% | +3,867+8.5% | Added |
| Bahl & Gaynor Inc | 48,360 | $3.06M | 0.02% | −2,643−5.2% | Reduced |
| Capital International Sarl | 47,669 | $3.02M | 0.21% | +989+2.1% | Added |
| Shell Asset Management Co | 45,335 | $2.87M | 0.13% | −8,820−16.3% | Reduced |
| Bridgewater Associates, LP | 44,669 | $2.83M | 0.02% | +18,189+68.7% | Added |
| Covea Finance | 43,700 | $2.77M | 0.14% | +6,200+16.5% | Added |
| Assetmark, Inc | 42,703 | $2.70M | 0.01% | +11,540+37.0% | Added |
| Mutual of America Capital Management LLC | 41,460 | $2.63M | 0.03% | +1,284+3.2% | Added |
| Texas Permanent School Fund | 41,239 | $2.61M | 0.04% | +178+0.4% | Added |
| New York Life Investment Management LLC | 41,055 | $2.60M | 0.03% | +51+0.1% | Added |
| Aquila Investment Management LLC | 41,000 | $2.60M | 2.01% | −4,000−8.9% | Reduced |
| Nissay Asset Management Corp | 40,965 | $2.59M | 0.02% | −1,175−2.8% | Reduced |
| First American Bank | 40,150 | $2.54M | 0.24% | +40,150 | New |
| The PNC Financial Services Group, Inc. | 39,817 | $2.52M | 0.00% | +2,858+7.7% | Added |
| Greenland Capital Management LP | 39,429 | $2.50M | 0.46% | +39,429 | New |
| Intact Investment Management Inc. | 39,200 | $2.48M | 0.11% | +39,200 | New |
| ProShare Advisors LLC | 37,981 | $2.41M | 0.01% | −21,654−36.3% | Reduced |
| Capital International Inc | 37,463 | $2.37M | 0.05% | −8,671−18.8% | Reduced |
| Prudential PLC | 37,430 | $2.37M | 0.03% | −7,251−16.2% | Reduced |
| Xponance, Inc. | 36,522 | $2.31M | 0.04% | +6,327+21.0% | Added |
| Janney Montgomery Scott LLC | 35,360 | $2.24M | 0.01% | +1,404+4.1% | Added |
| Public Employees Retirement Association of Colorado | 35,308 | $2.24M | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 35,056 | $2.22M | 0.42% | +211+0.6% | Added |
| Atria Investments LLC | 34,901 | $2.21M | 0.05% | +1,578+4.7% | Added |
| D. E. Shaw & Co., Inc. | 34,724 | $2.20M | 0.00% | −117,912−77.3% | Reduced |
| Edgestream Partners, L.P. | 34,429 | $2.18M | 0.25% | −52,099−60.2% | Reduced |
| CIBC World Markets Corp | 34,124 | $2.16M | 0.01% | +29,721+675.0% | Added |
| Czech National Bank | 33,992 | $2.15M | 0.06% | +267+0.8% | Added |
| Crossmark Global Holdings, Inc. | 33,765 | $2.14M | 0.05% | −684−2.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 32,945 | $2.09M | 0.01% | +3,715+12.7% | Added |
| Teacher Retirement System of Texas | 32,732 | $2.07M | 0.02% | −32,898−50.1% | Reduced |
| Cox Capital Mgt LLC | 32,385 | $2.05M | 1.33% | +1,119+3.6% | Added |
| Mesirow Institutional Investment Management, Inc. | 31,935 | $2.02M | 0.27% | +465+1.5% | Added |
| WealthTrust Axiom LLC | 31,800 | $2.01M | 0.70% | 00.0% | Unchanged |
| Bank of Nova Scotia | 30,978 | $1.96M | 0.01% | −6,106−16.5% | Reduced |
| Gamco Investors, Inc. Et Al | 30,600 | $1.94M | 0.02% | +2,400+8.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,542 | $1.93M | 0.00% | −2,353−7.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 30,273 | $1.92M | 0.05% | +30,273 | New |
| First Citizens Bank & Trust Co | 30,204 | $1.91M | 0.06% | +9,605+46.6% | Added |
| Baird Financial Group, Inc. | 30,007 | $1.90M | 0.01% | −33−0.1% | Reduced |
| American Century Companies Inc | 28,754 | $1.82M | 0.00% | −113,943−79.8% | Reduced |
| Exchange Capital Management, Inc. | 28,744 | $1.82M | 0.40% | −3,265−10.2% | Reduced |
| First Manhattan Co | 28,531 | $1.81M | 0.01% | +82+0.3% | Added |
| New England Asset Management Inc | 27,553 | $1.74M | 0.03% | −1,373−4.7% | Reduced |
| Kesler, Norman & Wride, LLC | 27,353 | $1.73M | 0.45% | +11,404+71.5% | Added |
| CI Private Wealth, LLC | 27,346 | $1.73M | 0.01% | +27,346 | New |
| Bellwether Advisors, LLC | 26,940 | $1.71M | 0.50% | +26,940 | New |
| Vident Investment Advisory, LLC | 26,923 | $1.71M | 0.06% | +7,433+38.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,687 | $1.69M | 0.03% | +3,862+16.9% | Added |
| Oxler Private Wealth LLC | 26,604 | $1.68M | 0.91% | −522−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,467 | $1.68M | 0.02% | 00.0% | Unchanged |
| Natixis | 26,258 | $1.66M | 0.01% | −29,849−53.2% | Reduced |
| Dean Investment Associates, LLC | 26,094 | $1.65M | 0.28% | +1,556+6.3% | Added |
| British Columbia Investment Management Corp | 25,751 | $1.63M | 0.02% | −2,945−10.3% | Reduced |
| Duality Advisers, LP | 25,345 | $1.61M | 0.18% | +25,345 | New |
| B.O.S.S. Retirement Advisors, LLC | 24,967 | $1.58M | 0.40% | +24,967 | New |
| Brasada Capital Management, LP | 24,954 | $1.58M | 0.37% | +4,572+22.4% | Added |
| Securian Asset Management, Inc | 23,829 | $1.51M | 0.04% | +266+1.1% | Added |
| Zhang Financial LLC | 23,324 | $1.48M | 0.19% | −53−0.2% | Reduced |
| Creative Planning | 23,155 | $1.47M | 0.00% | +5,062+28.0% | Added |
| Kentucky Retirement Systems | 22,816 | $1.45M | 0.06% | +100+0.4% | Added |
| Maryland State Retirement & Pension System | 22,765 | $1.44M | 0.04% | +921+4.2% | Added |
| Winton Group Ltd | 22,713 | $1.44M | 0.09% | −29,902−56.8% | Reduced |
| Elo Mutual Pension Insurance Co | 22,455 | $1.42M | 0.05% | +747+3.4% | Added |
| Oregon Public Employees Retirement Fund | 22,384 | $1.42M | 0.02% | −23,976−51.7% | Reduced |
| Telemus Capital, LLC | 21,679 | $1.40M | 0.13% | +36+0.2% | Added |
| Seeyond | 21,327 | $1.35M | 0.13% | −24,058−53.0% | Reduced |
| Daiwa Securities Group Inc. | 21,182 | $1.34M | 0.01% | +2,225+11.7% | Added |
| Inceptionr LLC | 21,104 | $1.34M | 0.70% | +21,104 | New |
| Community Capital Management, Inc. | 21,100 | $1.34M | 1.73% | +12,000+131.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,901 | $1.32M | 0.00% | +3,403+19.4% | Added |
| Hartford Investment Management Co | 20,886 | $1.32M | 0.04% | −6,649−24.1% | Reduced |
| KBC Group NV | 20,412 | $1.29M | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 20,134 | $1.28M | 0.10% | −450−2.2% | Reduced |
| Mariner, LLC | 19,225 | $1.22M | 0.00% | +1,202+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,208 | $1.22M | 0.01% | −844−4.2% | Reduced |
| First Republic Investment Management, Inc. | 19,139 | $1.21M | 0.00% | +615+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 19,038 | $1.21M | 0.02% | +119+0.6% | Added |
| Rafferty Asset Management, LLC | 18,941 | $1.20M | 0.01% | +8,134+75.3% | Added |
| Norinchukin Bank, The | 18,894 | $1.20M | 0.03% | −5,040−21.1% | Reduced |
| Mercer Global Advisors Inc | 18,853 | $1.19M | 0.01% | +1,722+10.1% | Added |
| Louisiana State Employees Retirement System | 18,800 | $1.19M | 0.03% | +200+1.1% | Added |
| Banque Pictet & Cie SA | 18,615 | $1.18M | 0.01% | +7,391+65.8% | Added |
| Pallas Capital Advisors LLC | 18,943 | $1.17M | 0.12% | +18,943 | New |
| Chesley Taft & Associates LLC | 18,311 | $1.16M | 0.08% | +1,061+6.2% | Added |
| Avantax Advisory Services, Inc. | 18,129 | $1.15M | 0.02% | −446−2.4% | Reduced |
| GWM Advisors LLC | 41,398 | $1.13M | 0.03% | +21,296+105.9% | Added |