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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 12,513 | $768.0K | 0.04% | +1,575+14.4% | Added |
| Everence Capital Management Inc | 12,530 | $769.0K | 0.06% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,547 | $770.0K | 0.05% | +2,408+23.7% | Added |
| Huntington National Bank | 12,563 | $771.1K | 0.01% | −1,489−10.6% | Reduced |
| Glenmede Trust Co NA | 12,617 | $774.4K | 0.00% | +3,373+36.5% | Added |
| Algert Global LLC | 12,795 | $785.4K | 0.04% | +12,795 | New |
| Vestmark Advisory Solutions, Inc. | 12,797 | $785.5K | 0.03% | +632+5.2% | Added |
| Metropolitan Life Insurance Co | 13,027 | $799.6K | 0.04% | −3,759−22.4% | Reduced |
| Hantz Financial Services, Inc. | 13,219 | $811.0K | 0.02% | +30.0% | Added |
| Profund Advisors LLC | 13,228 | $811.9K | 0.05% | −701−5.0% | Reduced |
| New Mexico Educational Retirement Board | 13,410 | $823.0K | 0.04% | −400−2.9% | Reduced |
| Cornercap Investment Counsel Inc | 13,542 | $831.2K | 0.15% | +650+5.0% | Added |
| Brinker Capital Investments, LLC | 13,862 | $850.9K | 0.01% | +425+3.2% | Added |
| Orion Portfolio Solutions, LLC | 13,862 | $850.9K | 0.01% | +10,627+328.5% | Added |
| Teza Capital Management LLC | 13,931 | $855.1K | 0.18% | −21,125−60.3% | Reduced |
| Fox Run Management, L.L.C. | 14,174 | $870.0K | 0.28% | +14,174 | New |
| Horizon Kinetics Asset Management LLC | 14,575 | $894.6K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 14,729 | $904.1K | 0.01% | −19,395−56.8% | Reduced |
| Pettee Investors, Inc. | 15,368 | $943.3K | 0.45% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 15,641 | $960.0K | 0.09% | +15,641 | New |
| Sumitomo Life Insurance Co | 15,672 | $962.0K | 0.08% | −160−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 16,160 | $992.0K | 0.03% | +2,666+19.8% | Added |
| Nordea Investment Management AB | 16,168 | $994.3K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 16,306 | $1.00M | 0.00% | +20.0% | Added |
| Inceptionr LLC | 16,331 | $1.00M | 0.32% | −4,773−22.6% | Reduced |
| Moody National Bank Trust Division | 16,631 | $1.02M | 0.09% | +191+1.2% | Added |
| Private Advisor Group, LLC | 16,666 | $1.02M | 0.01% | −4,575−21.5% | Reduced |
| Ostrum Asset Management | 17,005 | $1.04M | 0.09% | +17,005 | New |
| Richard Bernstein Advisors LLC | 17,016 | $1.04M | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 17,294 | $1.06M | 0.02% | +2,923+20.3% | Added |
| Pacer Advisors, Inc. | 17,749 | $1.09M | 0.00% | −179,558−91.0% | Reduced |
| Neuberger Berman Group LLC | 18,047 | $1.11M | 0.00% | +2,504+16.1% | Added |
| JustInvest LLC | 18,347 | $1.13M | 0.04% | +3,494+23.5% | Added |
| Gateway Investment Advisers LLC | 18,423 | $1.13M | 0.01% | +18,423 | New |
| HB Wealth Management, LLC | 18,441 | $1.13M | 0.02% | +2,240+13.8% | Added |
| BLB&B Advisors, LLC | 18,545 | $1.14M | 0.08% | −1,589−7.9% | Reduced |
| Chesley Taft & Associates LLC | 18,561 | $1.14M | 0.07% | +250+1.4% | Added |
| Integrated Investment Consultants, LLC | 18,687 | $1.15M | 0.36% | +18,687 | New |
| Telemus Capital, LLC | 18,703 | $1.15M | 0.10% | −2,976−13.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,795 | $1.15M | 0.00% | −2,106−10.1% | Reduced |
| Louisiana State Employees Retirement System | 18,900 | $1.16M | 0.03% | +100+0.5% | Added |
| Los Angeles Capital Management LLC | 19,320 | $1.19M | 0.01% | −185,121−90.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,369 | $1.19M | 0.02% | +331+1.7% | Added |
| Avantax Advisory Services, Inc. | 19,428 | $1.19M | 0.01% | +1,299+7.2% | Added |
| Norinchukin Bank, The | 19,503 | $1.20M | 0.02% | +609+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,046 | $1.23M | 0.01% | +838+4.4% | Added |
| First Republic Investment Management, Inc. | 20,384 | $1.25M | 0.00% | +1,245+6.5% | Added |
| Point72 Middle East FZE | 20,596 | $1.26M | 0.07% | +20,596 | New |
| Community Capital Management, Inc. | 21,100 | $1.30M | 1.70% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 21,392 | $1.31M | 0.01% | +2,451+12.9% | Added |
| KBC Group NV | 21,671 | $1.33M | 0.01% | +1,259+6.2% | Added |
| Pallas Capital Advisors LLC | 21,571 | $1.34M | 0.13% | +2,628+13.9% | Added |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.35M | 0.21% | +22,000 | New |
| Mercer Global Advisors Inc | 22,247 | $1.37M | 0.01% | +3,394+18.0% | Added |
| Daiwa Securities Group Inc. | 22,472 | $1.38M | 0.01% | +1,290+6.1% | Added |
| Oregon Public Employees Retirement Fund | 22,596 | $1.39M | 0.02% | +212+0.9% | Added |
| Maryland State Retirement & Pension System | 22,765 | $1.40M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 23,029 | $1.41M | 0.05% | +213+0.9% | Added |
| Elo Mutual Pension Insurance Co | 23,283 | $1.43M | 0.05% | +828+3.7% | Added |
| Zhang Financial LLC | 23,324 | $1.43M | 0.16% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 23,341 | $1.43M | 0.32% | −1,613−6.5% | Reduced |
| Securian Asset Management, Inc | 24,033 | $1.48M | 0.04% | +204+0.9% | Added |
| Mariner, LLC | 24,060 | $1.48M | 0.00% | +4,835+25.1% | Added |
| Hartford Investment Management Co | 24,426 | $1.50M | 0.05% | +3,540+16.9% | Added |
| Engineers Gate Manager LP | 24,522 | $1.51M | 0.06% | +24,522 | New |
| Dean Investment Associates, LLC | 25,593 | $1.57M | 0.25% | −501−1.9% | Reduced |
| British Columbia Investment Management Corp | 25,751 | $1.58M | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,826 | $1.59M | 0.02% | −15,572−37.6% | Reduced |
| Jane Street Group, LLC | 25,952 | $1.59M | 0.00% | +16,419+172.2% | Added |
| Teachers Retirement System of the State of Kentucky | 26,467 | $1.63M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 27,511 | $1.64M | 0.00% | −1,243−4.3% | Reduced |
| Oxler Private Wealth LLC | 26,815 | $1.65M | 0.81% | +211+0.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,149 | $1.67M | 0.03% | +462+1.7% | Added |
| Exchange Capital Management, Inc. | 27,219 | $1.67M | 0.34% | −1,525−5.3% | Reduced |
| Creative Planning | 27,356 | $1.68M | 0.00% | +4,201+18.1% | Added |
| New England Asset Management Inc | 27,553 | $1.69M | 0.25% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 27,898 | $1.71M | 0.16% | +27,898 | New |
| First Manhattan Co | 28,449 | $1.75M | 0.01% | −82−0.3% | Reduced |
| Kesler, Norman & Wride, LLC | 28,707 | $1.76M | 0.44% | +1,354+5.0% | Added |
| Bank of Nova Scotia | 29,057 | $1.78M | 0.01% | −1,921−6.2% | Reduced |
| Duality Advisers, LP | 29,498 | $1.81M | 0.20% | +4,153+16.4% | Added |
| Ferguson Wellman Capital Management, Inc | 29,699 | $1.82M | 0.05% | −574−1.9% | Reduced |
| Gamco Investors, Inc. Et Al | 30,600 | $1.88M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 30,842 | $1.89M | 0.00% | +300+1.0% | Added |
| Baird Financial Group, Inc. | 31,248 | $1.92M | 0.00% | +1,241+4.1% | Added |
| WealthTrust Axiom LLC | 31,600 | $1.94M | 0.66% | −200−0.6% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 31,935 | $1.96M | 0.21% | 00.0% | Unchanged |
| Nomura Holdings Inc | 32,236 | $1.98M | 0.02% | +32,236 | New |
| B.O.S.S. Retirement Advisors, LLC | 33,245 | $2.04M | 0.48% | +8,278+33.2% | Added |
| Czech National Bank | 34,313 | $2.11M | 0.05% | +321+0.9% | Added |
| Marshall Wace, LLP | 34,400 | $2.11M | 0.01% | +34,400 | New |
| Summit Global Investments | 34,667 | $2.13M | 0.16% | −34,250−49.7% | Reduced |
| Crossmark Global Holdings, Inc. | 34,902 | $2.14M | 0.05% | +1,137+3.4% | Added |
| Public Employees Retirement Association of Colorado | 35,308 | $2.17M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 35,359 | $2.17M | 0.04% | +458+1.3% | Added |
| Prudential PLC | 35,529 | $2.18M | 0.03% | −1,901−5.1% | Reduced |
| Element Capital Management LLC | 36,223 | $2.22M | 0.17% | +36,223 | New |
| Virginia Retirement Systems Et Al | 36,441 | $2.24M | 0.02% | +36,441 | New |
| Capital International Inc | 36,949 | $2.27M | 0.05% | −514−1.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 37,106 | $2.28M | 0.01% | +4,161+12.6% | Added |