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, Q1 2023
Institutional positions in CMS Energy Corp as of Mar 31, 2023. 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
- 631
- +9 vs. Q4 2022
- Shares held
- 272.0M
- +1.47M (+0.5%) vs. Q4 2022
- Total value
- $16.7B
- −$415.1M (−2.4%) vs. Q4 2022
- New holders
- 65
- 251 more added
- Sold out
- 56
- 196 more reduced
14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,600,895 | $2.31B | 0.06% | +202,839+0.5% | Added |
| BlackRock Inc. | 26,727,340 | $1.64B | 0.05% | −846,754−3.1% | Reduced |
| JPMorgan Chase & Co | 19,660,375 | $1.21B | 0.16% | +774,927+4.1% | Added |
| State Street Corp | 17,323,536 | $1.06B | 0.06% | +844,330+5.1% | Added |
| Capital International Investors | 11,075,808 | $679.8M | 0.17% | −14,406−0.1% | Reduced |
| Ameriprise Financial Inc | 6,854,102 | $420.0M | 0.14% | +257,872+3.9% | Added |
| Geode Capital Management, LLC | 6,285,926 | $385.0M | 0.05% | +124,854+2.0% | Added |
| Wells Fargo & Company | 6,245,041 | $383.3M | 0.12% | +303,131+5.1% | Added |
| Price T Rowe Associates Inc | 5,992,116 | $367.8M | 0.06% | +1,095,342+22.4% | Added |
| Pictet Asset Management SA | 4,889,808 | $300.1M | 0.38% | −128,823−2.6% | Reduced |
| Bank of New York Mellon Corp | 4,771,356 | $292.9M | 0.06% | +7,819+0.2% | Added |
| Capital Research Global Investors | 4,655,548 | $285.8M | 0.08% | +659,378+16.5% | Added |
| Morgan Stanley | 4,632,852 | $284.4M | 0.03% | +175,210+3.9% | Added |
| Invesco Ltd. | 4,318,972 | $265.1M | 0.07% | −232,512−5.1% | Reduced |
| Franklin Resources Inc | 3,903,627 | $239.6M | 0.12% | +2,283+0.1% | Added |
| Magellan Asset Management Ltd | 3,426,715 | $210.3M | 1.80% | −132,259−3.7% | Reduced |
| Legal & General Group Plc | 3,343,062 | $205.2M | 0.07% | −24,715−0.7% | Reduced |
| Standard Life Aberdeen plc | 3,168,058 | $194.5M | 0.49% | +367,237+13.1% | Added |
| Northern Trust Corp | 3,141,054 | $192.8M | 0.04% | −84,743−2.6% | Reduced |
| FIL Ltd | 2,848,793 | $174.9M | 0.20% | −45,032−1.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,836,889 | $174.1M | 0.50% | −224,800−7.3% | Reduced |
| Echo Street Capital Management LLC | 2,635,344 | $161.8M | 1.46% | +285,420+12.1% | Added |
| Goldman Sachs Group Inc | 2,635,056 | $161.7M | 0.04% | +180,722+7.4% | Added |
| Massachusetts Financial Services Co | 2,528,794 | $155.2M | 0.05% | +21,844+0.9% | Added |
| Jennison Associates LLC | 2,362,729 | $145.0M | 0.13% | −112,805−4.6% | Reduced |
| Norges Bank | 2,323,976 | $142.6M | 0.03% | +505,982+27.8% | Added |
| Bank of America Corp | 2,288,394 | $140.5M | 0.02% | +122,976+5.7% | Added |
| Perpetual Ltd | 2,195,291 | $134.7M | 1.17% | +2,195,291 | New |
| Duff & Phelps Investment Management Co | 2,140,323 | $131.4M | 1.59% | +70,729+3.4% | Added |
| Ceredex Value Advisors LLC | 2,068,664 | $127.0M | 1.98% | −79,636−3.7% | Reduced |
| Citigroup Inc | 2,023,171 | $124.2M | 0.17% | −547,173−21.3% | Reduced |
| ExodusPoint Capital Management, LP | 1,834,996 | $112.6M | 1.29% | +170,877+10.3% | Added |
| California Public Employees Retirement System | 1,834,807 | $112.6M | 0.10% | −104,941−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,602,654 | $98.4M | 0.03% | +18,470+1.2% | Added |
| Balyasny Asset Management LLC | 1,475,912 | $90.6M | 0.30% | +1,153,655+358.0% | Added |
| Bank of Montreal | 1,467,755 | $90.5M | 0.06% | −283,199−16.2% | Reduced |
| First Trust Advisors LP | 1,420,348 | $87.2M | 0.10% | +15,779+1.1% | Added |
| Reaves W H & Co Inc | 1,340,675 | $82.3M | 2.96% | −33,809−2.5% | Reduced |
| Macquarie Group Ltd | 1,234,254 | $75.9M | 0.09% | −506,077−29.1% | Reduced |
| Cbre Clarion Securities LLC | 1,236,820 | $75.9M | 1.34% | +121,899+10.9% | Added |
| UBS Asset Management Americas Inc | 1,198,440 | $73.6M | 0.04% | +22,788+1.9% | Added |
| Swiss National Bank | 1,152,000 | $70.7M | 0.05% | −27,500−2.3% | Reduced |
| Deutsche Bank AG | 1,150,246 | $70.6M | 0.04% | −25,721−2.2% | Reduced |
| Citadel Advisors LLC | 1,142,318 | $70.1M | 0.08% | +532,780+87.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,025,144 | $62.9M | 0.11% | +304,572+42.3% | Added |
| Dimensional Fund Advisors LP | 1,014,591 | $62.3M | 0.02% | −7,008−0.7% | Reduced |
| 1832 Asset Management L.P. | 966,358 | $59.3M | 0.12% | −23,585−2.4% | Reduced |
| Miller Howard Investments Inc | 955,094 | $58.6M | 2.12% | +67,327+7.6% | Added |
| Amundi | 892,195 | $55.4M | 0.03% | −20,629−2.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 881,404 | $54.1M | 0.04% | +1,595+0.2% | Added |
| APG Asset Management N.V. | 940,546 | $53.1M | 0.11% | −137,280−12.7% | Reduced |
| Credit Suisse AG | 833,300 | $51.1M | 0.05% | −3,885−0.5% | Reduced |
| Victory Capital Management Inc | 829,081 | $50.9M | 0.06% | +587,910+243.8% | Added |
| Nuveen Asset Management, LLC | 802,096 | $49.2M | 0.02% | −130,599−14.0% | Reduced |
| TD Asset Management Inc | 800,232 | $49.1M | 0.06% | −43,345−5.1% | Reduced |
| Partners Group Holding AG | 757,317 | $46.5M | 3.75% | −109,335−12.6% | Reduced |
| Voloridge Investment Management, LLC | 722,673 | $44.4M | 0.22% | +98,114+15.7% | Added |
| Royal Bank of Canada | 700,866 | $43.0M | 0.01% | −49,258−6.6% | Reduced |
| Canada Pension Plan Investment Board | 656,120 | $40.3M | 0.06% | +289,553+79.0% | Added |
| Rhumbline Advisers | 645,896 | $39.6M | 0.05% | −5,789−0.9% | Reduced |
| Cohen & Steers, Inc. | 565,740 | $34.7M | 0.08% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 537,243 | $33.0M | 0.73% | +12,675+2.4% | Added |
| Truist Financial Corp | 530,970 | $32.6M | 0.06% | +26,638+5.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 528,704 | $32.5M | 0.40% | +156,765+42.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 491,692 | $30.2M | 0.26% | −18,369−3.6% | Reduced |
| Cidel Asset Management Inc | 481,658 | $29.6M | 1.36% | +28,502+6.3% | Added |
| Russell Investments Group, Ltd. | 470,580 | $28.9M | 0.06% | −75,890−13.9% | Reduced |
| Empower Advisory Group, LLC | 472,868 | $28.9M | 0.13% | +472,868 | New |
| M&T Bank Corp | 462,991 | $28.4M | 0.11% | +6,578+1.4% | Added |
| California State Teachers Retirement System | 458,644 | $28.2M | 0.04% | −5,029−1.1% | Reduced |
| Point72 Asset Management, L.P. | 458,200 | $28.1M | 0.10% | −371,400−44.8% | Reduced |
| Assenagon Asset Management S.A. | 450,020 | $27.6M | 0.11% | +211,268+88.5% | Added |
| Zimmer Partners, LP | 439,621 | $27.0M | 0.55% | −74,304−14.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 424,460 | $26.1M | 0.69% | +136,207+47.3% | Added |
| State of Tennessee, Treasury Department | 418,676 | $25.7M | 0.11% | +35,598+9.3% | Added |
| Bruce & Co., Inc. | 416,755 | $25.6M | 6.97% | −1,745−0.4% | Reduced |
| Verition Fund Management LLC | 416,082 | $25.5M | 0.41% | −98,999−19.2% | Reduced |
| Raymond James & Associates | 405,433 | $24.9M | 0.02% | −24,679−5.7% | Reduced |
| Envestnet Asset Management Inc | 398,203 | $24.4M | 0.01% | +19,320+5.1% | Added |
| National Pension Service | 393,905 | $24.1M | 0.04% | 00.0% | Unchanged |
| Principal Financial Group Inc | 378,721 | $23.2M | 0.02% | +22,934+6.4% | Added |
| Intech Investment Management LLC | 376,138 | $23.1M | 0.19% | +16,525+4.6% | Added |
| STRS Ohio | 374,043 | $23.0M | 0.10% | −355,175−48.7% | Reduced |
| State Board of Administration of Florida Retirement System | 362,163 | $22.2M | 0.05% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 361,758 | $22.2M | 0.01% | −67,333−15.7% | Reduced |
| Cubist Systematic Strategies, LLC | 359,955 | $22.1M | 0.21% | +356,549+10,468.3% | Added |
| RWC Asset Management LLP | 355,738 | $21.8M | 0.67% | +29,873+9.2% | Added |
| Lord, Abbett & Co. LLC | 347,030 | $21.3M | 0.08% | −272,330−44.0% | Reduced |
| Martingale Asset Management L P | 345,341 | $21.2M | 0.41% | −97,654−22.0% | Reduced |
| Barclays PLC | 343,403 | $21.1M | 0.02% | −198,677−36.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 333,771 | $20.5M | 0.03% | +699+0.2% | Added |
| CIBC Private Wealth Group, LLC | 329,743 | $20.2M | 0.06% | −4,977−1.5% | Reduced |
| Keybank National Association | 327,066 | $20.1M | 0.10% | −29,133−8.2% | Reduced |
| Millennium Management LLC | 322,291 | $19.8M | 0.02% | −353,571−52.3% | Reduced |
| HSBC Holdings PLC | 314,460 | $19.3M | 0.02% | −254,636−44.7% | Reduced |
| New York State Teachers Retirement System | 313,579 | $19.2M | 0.05% | −323−0.1% | Reduced |
| Bahl & Gaynor Inc | 312,418 | $19.2M | 0.10% | +264,058+546.0% | Added |
| New York State Common Retirement Fund | 309,268 | $19.0M | 0.03% | −12,500−3.9% | Reduced |
| US Bancorp | 294,999 | $18.1M | 0.03% | −1,699−0.6% | Reduced |
| Wedge Capital Management L L P | 283,779 | $17.4M | 0.29% | −12,313−4.2% | Reduced |