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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 37,277 | $2.29M | 0.03% | +31,239+517.4% | Added |
| Xponance, Inc. | 37,534 | $2.30M | 0.03% | +1,012+2.8% | Added |
| Gulf International Bank (UK) Ltd | 38,494 | $2.36M | 0.05% | −10,935−22.1% | Reduced |
| First Citizens Bank & Trust Co | 38,802 | $2.38M | 0.05% | +8,598+28.5% | Added |
| Intact Investment Management Inc. | 39,200 | $2.41M | 0.10% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 39,592 | $2.43M | 0.02% | −1,373−3.4% | Reduced |
| Fifth Third Bancorp | 40,338 | $2.48M | 0.01% | −23,893−37.2% | Reduced |
| Janney Montgomery Scott LLC | 40,343 | $2.48M | 0.01% | +4,983+14.1% | Added |
| New York Life Investment Management LLC | 41,295 | $2.53M | 0.03% | +240+0.6% | Added |
| Mutual of America Capital Management LLC | 41,675 | $2.56M | 0.03% | +215+0.5% | Added |
| The PNC Financial Services Group, Inc. | 42,233 | $2.59M | 0.00% | +2,416+6.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,989 | $2.64M | 0.01% | −13,737−24.2% | Reduced |
| ProShare Advisors LLC | 43,846 | $2.69M | 0.01% | +5,865+15.4% | Added |
| Hudson Bay Capital Management LP | 44,560 | $2.74M | 0.03% | +44,560 | New |
| CI Private Wealth, LLC | 46,107 | $2.83M | 0.01% | +18,761+68.6% | Added |
| Shell Asset Management Co | 47,372 | $2.91M | 0.12% | +2,037+4.5% | Added |
| Schonfeld Strategic Advisors LLC | 47,857 | $2.94M | 0.03% | −824,270−94.5% | Reduced |
| Janus Henderson Group PLC | 48,459 | $2.97M | 0.00% | −88,153−64.5% | Reduced |
| Cox Capital Mgt LLC | 48,510 | $2.98M | 2.15% | +16,125+49.8% | Added |
| La Banque Postale Asset Management SA | 48,540 | $2.98M | 0.08% | −2,153−4.2% | Reduced |
| First American Bank | 48,668 | $2.99M | 0.27% | +8,518+21.2% | Added |
| Two Sigma Investments, LP | 48,733 | $2.99M | 0.01% | +48,733 | New |
| Twinbeech Capital LP | 49,597 | $3.04M | 0.06% | +49,597 | New |
| Utah Retirement Systems | 51,508 | $3.16M | 0.05% | +200+0.4% | Added |
| Sigma Planning Corp | 51,602 | $3.17M | 0.11% | −439−0.8% | Reduced |
| Assetmark, Inc | 51,838 | $3.18M | 0.01% | +9,135+21.4% | Added |
| Aquila Investment Management LLC | 52,000 | $3.19M | 2.63% | +11,000+26.8% | Added |
| Mackenzie Financial Corp | 54,123 | $3.32M | 0.01% | +1,018+1.9% | Added |
| Wealthfront Advisers LLC | 54,603 | $3.35M | 0.02% | −8,765−13.8% | Reduced |
| Man Group plc | – | $3.36M | 0.01% | – | – |
| Allianz Asset Management GmbH | 54,789 | $3.36M | 0.01% | −204,934−78.9% | Reduced |
| Covea Finance | 55,500 | $3.41M | 0.19% | +11,800+27.0% | Added |
| Advisor Group Holdings, Inc. | 56,237 | $3.46M | 0.01% | −6,091−9.8% | Reduced |
| Yousif Capital Management, LLC | 57,723 | $3.54M | 0.05% | −3,489−5.7% | Reduced |
| DnB Asset Management AS | 59,390 | $3.65M | 0.02% | −49,114−45.3% | Reduced |
| Benjamin Edwards Inc | 59,714 | $3.67M | 0.89% | +1,797+3.1% | Added |
| Texas Permanent School Fund | 60,724 | $3.73M | 0.04% | +19,485+47.2% | Added |
| IFM Investors Pty Ltd | 63,788 | $3.92M | 0.06% | +2,078+3.4% | Added |
| Public Sector Pension Investment Board | 64,512 | $3.96M | 0.03% | +5,059+8.5% | Added |
| Trexquant Investment LP | 64,790 | $3.98M | 0.11% | +64,790 | New |
| Cipher Capital LP | 64,876 | $3.98M | 0.74% | −11,064−14.6% | Reduced |
| Forsta Ap-Fonden | 66,200 | $4.06M | 0.05% | −1,300−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 66,661 | $4.09M | 0.01% | −653,600−90.7% | Reduced |
| Commonwealth Equity Services, LLC | 67,066 | $4.12M | 0.01% | −11,670−14.8% | Reduced |
| DekaBank Deutsche Girozentrale | 68,133 | $4.15M | 0.01% | −712−1.0% | Reduced |
| Van Eck Associates Corp | 68,695 | $4.22M | 0.01% | −967−1.4% | Reduced |
| USS Investment Management Ltd | 69,658 | $4.27M | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 69,905 | $4.29M | 0.03% | +37,173+113.6% | Added |
| Panagora Asset Management Inc | 70,335 | $4.32M | 0.03% | −25,804−26.8% | Reduced |
| Opus Investment Management Inc | 71,800 | $4.41M | 1.59% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 72,325 | $4.44M | 0.50% | +14,620+25.3% | Added |
| HighTower Advisors, LLC | 72,642 | $4.45M | 0.01% | −1,156−1.6% | Reduced |
| Chartwell Investment Partners, LLC | 72,840 | $4.47M | 0.17% | −4,603−5.9% | Reduced |
| Nomura Asset Management Co Ltd | 75,100 | $4.61M | 0.02% | −46,013−38.0% | Reduced |
| MetLife Investment Management | 75,125 | $4.61M | 0.03% | −658−0.9% | Reduced |
| Amalgamated Bank | 75,998 | $4.67M | 0.04% | +1,259+1.7% | Added |
| Westpac Banking Corp | 77,018 | $4.73M | 0.06% | +4,108+5.6% | Added |
| State of Alaska, Department of Revenue | 77,272 | $4.74M | 0.06% | −612−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 77,867 | $4.78M | 0.44% | +77,867 | New |
| Captrust Financial Advisors | 77,998 | $4.79M | 0.02% | +4,325+5.9% | Added |
| American International Group, Inc. | 79,044 | $4.85M | 0.03% | +484+0.6% | Added |
| State of Michigan Retirement System | 79,999 | $4.91M | 0.03% | +1,100+1.4% | Added |
| Kempen Capital Management N.V. | 80,403 | $4.94M | 0.09% | 00.0% | Unchanged |
| Walleye Capital LLC | 80,409 | $4.94M | 0.10% | +80,409 | New |
| Capital Group Private Client Services, Inc. | 81,396 | $5.00M | 0.06% | +1,267+1.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 83,623 | $5.13M | 0.11% | +7,849+10.4% | Added |
| Arizona State Retirement System | 84,384 | $5.18M | 0.05% | +2,242+2.7% | Added |
| Retirement Systems of Alabama | 86,088 | $5.28M | 0.02% | −6,898−7.4% | Reduced |
| National Bank of Canada | 88,053 | $5.39M | 0.01% | +3,913+4.7% | Added |
| Korea Investment CORP | 90,573 | $5.56M | 0.02% | +1,918+2.2% | Added |
| ING Groep NV | 90,794 | $5.57M | 0.05% | +41,444+84.0% | Added |
| Logan Capital Management Inc | 94,666 | $5.81M | 0.28% | +20,013+26.8% | Added |
| Stifel Financial Corp | 95,257 | $5.85M | 0.01% | −9,322−8.9% | Reduced |
| Mattern Capital Management, LLC | 96,631 | $5.93M | 1.05% | +3,677+4.0% | Added |
| Holocene Advisors, LP | 99,460 | $6.10M | 0.03% | −16,761−14.4% | Reduced |
| NewSquare Capital LLC | 100,524 | $6.17M | 0.73% | +7,951+8.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 103,339 | $6.34M | 0.03% | +1,297+1.3% | Added |
| SEI Investments Co | 103,865 | $6.38M | 0.01% | +10,483+11.2% | Added |
| Jacobs Levy Equity Management, Inc | 104,031 | $6.39M | 0.04% | −4,907−4.5% | Reduced |
| Eventide Asset Management, LLC | 112,531 | $6.91M | 0.13% | −82,969−42.4% | Reduced |
| Natixis Advisors, L.P. | 112,600 | $6.91M | 0.02% | +12,321+12.3% | Added |
| Howe & Rusling Inc | 115,334 | $7.08M | 0.84% | +11,047+10.6% | Added |
| Nicholas Company, Inc. | 119,925 | $7.36M | 0.15% | +90+0.1% | Added |
| Guggenheim Capital LLC | 120,615 | $7.40M | 0.06% | −23,243−16.2% | Reduced |
| Treasurer of the State of North Carolina | 126,600 | $7.77M | 0.04% | +900+0.7% | Added |
| GQG Partners LLC | 126,625 | $7.77M | 0.02% | −93,206−42.4% | Reduced |
| Alerus Financial NA | 128,306 | $7.88M | 0.70% | +128,306 | New |
| Toronto Dominion Bank | 134,314 | $8.24M | 0.01% | −11,783−8.1% | Reduced |
| Andra AP-fonden | 136,700 | $8.39M | 0.22% | +5,100+3.9% | Added |
| CIBC Asset Management Inc | 139,263 | $8.55M | 0.03% | +328+0.2% | Added |
| Ensign Peak Advisors, Inc | 140,348 | $8.61M | 0.02% | −15,112−9.7% | Reduced |
| Lighthouse Investment Partners, LLC | 141,383 | $8.68M | 0.75% | +141,383 | New |
| Calamos Advisors LLC | 142,474 | $8.75M | 0.04% | −17,812−11.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 142,669 | $8.76M | 0.09% | +4,400+3.2% | Added |
| Industrial Alliance Investment Management Inc. | 147,305 | $9.04M | 0.25% | +147,305 | New |
| HITE Hedge Asset Management LLC | 149,255 | $9.16M | 0.69% | −252,423−62.8% | Reduced |
| D. E. Shaw & Co., Inc. | 149,285 | $9.16M | 0.01% | +114,561+329.9% | Added |
| State of New Jersey Common Pension Fund D | 153,176 | $9.40M | 0.03% | 00.0% | Unchanged |
| First American Trust, FSB | 157,548 | $9.67M | 1.43% | +8,157+5.5% | Added |
| LMR Partners LLP | 157,940 | $9.69M | 0.21% | −129,618−45.1% | Reduced |