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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 164,572 | $10.1M | 0.01% | −154−0.1% | Reduced |
| Great West Life Assurance Co | 168,913 | $10.4M | 0.03% | −26,348−13.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 169,259 | $10.4M | 0.04% | +2,231+1.3% | Added |
| Public Employees Retirement System of Ohio | 171,185 | $10.5M | 0.04% | +18,060+11.8% | Added |
| Illinois Municipal Retirement Fund | 179,113 | $11.0M | 0.23% | −46,229−20.5% | Reduced |
| Westwood Holdings Group Inc. | 179,140 | $11.0M | 0.10% | −2,129−1.2% | Reduced |
| Susquehanna International Group, LLP | 185,455 | $11.4M | 0.02% | +76,827+70.7% | Added |
| Asset Management One Co.,Ltd. | 185,752 | $11.4M | 0.05% | −20,880−10.1% | Reduced |
| Hennessy Advisors Inc | 188,198 | $11.6M | 0.85% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 188,374 | $11.6M | 0.02% | −269,900−58.9% | Reduced |
| State of Wisconsin Investment Board | 189,976 | $11.7M | 0.03% | −23,174−10.9% | Reduced |
| Voya Investment Management LLC | 192,655 | $11.8M | 0.01% | +3,635+1.9% | Added |
| Epoch Investment Partners, Inc. | 193,365 | $11.9M | 0.07% | −3,728−1.9% | Reduced |
| Gabelli Funds LLC | 195,125 | $12.0M | 0.09% | 00.0% | Unchanged |
| Schroder Investment Management Group | 197,006 | $12.1M | 0.02% | +72,904+58.7% | Added |
| AQR Capital Management LLC | 207,632 | $12.7M | 0.03% | +36,770+21.5% | Added |
| FMR LLC | 211,993 | $13.0M | 0.00% | +4,540+2.2% | Added |
| Decade Renewable Partners LP | 214,570 | $13.2M | 4.81% | +99,892+87.1% | Added |
| Squarepoint Ops LLC | 219,172 | $13.5M | 0.10% | −191,163−46.6% | Reduced |
| Nisa Investment Advisors, LLC | 228,233 | $14.0M | 0.11% | +14,703+6.9% | Added |
| Manufacturers Life Insurance Company, The | 230,419 | $14.1M | 0.01% | −5,044−2.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 237,450 | $14.6M | 0.03% | +18,389+8.4% | Added |
| BNP Paribas Arbitrage, SA | 245,428 | $15.1M | 0.03% | −4,785−1.9% | Reduced |
| Covalis Capital LLP | 265,753 | $16.3M | 4.62% | −196,261−42.5% | Reduced |
| Putnam Investments LLC | 267,717 | $16.4M | 0.03% | −77,246−22.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 270,832 | $16.6M | 0.04% | −9,589−3.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 273,434 | $16.8M | 0.39% | −55,523−16.9% | Reduced |
| UBS Group AG | 274,276 | $16.8M | 0.01% | −1,041,186−79.1% | Reduced |
| Prudential Financial Inc | 262,569 | $17.4M | 0.03% | +6,084+2.4% | Added |
| AE Wealth Management LLC | 283,373 | $17.4M | 0.11% | +88,095+45.1% | Added |
| Wedge Capital Management L L P | 283,779 | $17.4M | 0.29% | −12,313−4.2% | Reduced |
| US Bancorp | 294,999 | $18.1M | 0.03% | −1,699−0.6% | Reduced |
| New York State Common Retirement Fund | 309,268 | $19.0M | 0.03% | −12,500−3.9% | Reduced |
| Bahl & Gaynor Inc | 312,418 | $19.2M | 0.10% | +264,058+546.0% | Added |
| New York State Teachers Retirement System | 313,579 | $19.2M | 0.05% | −323−0.1% | Reduced |
| HSBC Holdings PLC | 314,460 | $19.3M | 0.02% | −254,636−44.7% | Reduced |
| Millennium Management LLC | 322,291 | $19.8M | 0.02% | −353,571−52.3% | Reduced |
| Keybank National Association | 327,066 | $20.1M | 0.10% | −29,133−8.2% | Reduced |
| CIBC Private Wealth Group, LLC | 329,743 | $20.2M | 0.06% | −4,977−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 333,771 | $20.5M | 0.03% | +699+0.2% | Added |
| Barclays PLC | 343,403 | $21.1M | 0.02% | −198,677−36.7% | Reduced |
| Martingale Asset Management L P | 345,341 | $21.2M | 0.41% | −97,654−22.0% | Reduced |
| Lord, Abbett & Co. LLC | 347,030 | $21.3M | 0.08% | −272,330−44.0% | Reduced |
| RWC Asset Management LLP | 355,738 | $21.8M | 0.67% | +29,873+9.2% | Added |
| Cubist Systematic Strategies, LLC | 359,955 | $22.1M | 0.21% | +356,549+10,468.3% | Added |
| Alliancebernstein L.P. | 361,758 | $22.2M | 0.01% | −67,333−15.7% | Reduced |
| State Board of Administration of Florida Retirement System | 362,163 | $22.2M | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 374,043 | $23.0M | 0.10% | −355,175−48.7% | Reduced |
| Intech Investment Management LLC | 376,138 | $23.1M | 0.19% | +16,525+4.6% | Added |
| Principal Financial Group Inc | 378,721 | $23.2M | 0.02% | +22,934+6.4% | Added |
| National Pension Service | 393,905 | $24.1M | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 398,203 | $24.4M | 0.01% | +19,320+5.1% | Added |
| Raymond James & Associates | 405,433 | $24.9M | 0.02% | −24,679−5.7% | Reduced |
| Verition Fund Management LLC | 416,082 | $25.5M | 0.41% | −98,999−19.2% | Reduced |
| Bruce & Co., Inc. | 416,755 | $25.6M | 6.97% | −1,745−0.4% | Reduced |
| State of Tennessee, Treasury Department | 418,676 | $25.7M | 0.11% | +35,598+9.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 424,460 | $26.1M | 0.69% | +136,207+47.3% | Added |
| Zimmer Partners, LP | 439,621 | $27.0M | 0.55% | −74,304−14.5% | Reduced |
| Assenagon Asset Management S.A. | 450,020 | $27.6M | 0.11% | +211,268+88.5% | Added |
| Point72 Asset Management, L.P. | 458,200 | $28.1M | 0.10% | −371,400−44.8% | Reduced |
| California State Teachers Retirement System | 458,644 | $28.2M | 0.04% | −5,029−1.1% | Reduced |
| M&T Bank Corp | 462,991 | $28.4M | 0.11% | +6,578+1.4% | Added |
| Empower Advisory Group, LLC | 472,868 | $28.9M | 0.13% | +472,868 | New |
| Russell Investments Group, Ltd. | 470,580 | $28.9M | 0.06% | −75,890−13.9% | Reduced |
| Cidel Asset Management Inc | 481,658 | $29.6M | 1.36% | +28,502+6.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 491,692 | $30.2M | 0.26% | −18,369−3.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 528,704 | $32.5M | 0.40% | +156,765+42.1% | Added |
| Truist Financial Corp | 530,970 | $32.6M | 0.06% | +26,638+5.3% | Added |
| Energy Income Partners, LLC | 537,243 | $33.0M | 0.73% | +12,675+2.4% | Added |
| Cohen & Steers, Inc. | 565,740 | $34.7M | 0.08% | 00.0% | Unchanged |
| Rhumbline Advisers | 645,896 | $39.6M | 0.05% | −5,789−0.9% | Reduced |
| Canada Pension Plan Investment Board | 656,120 | $40.3M | 0.06% | +289,553+79.0% | Added |
| Royal Bank of Canada | 700,866 | $43.0M | 0.01% | −49,258−6.6% | Reduced |
| Voloridge Investment Management, LLC | 722,673 | $44.4M | 0.22% | +98,114+15.7% | Added |
| Partners Group Holding AG | 757,317 | $46.5M | 3.75% | −109,335−12.6% | Reduced |
| TD Asset Management Inc | 800,232 | $49.1M | 0.06% | −43,345−5.1% | Reduced |
| Nuveen Asset Management, LLC | 802,096 | $49.2M | 0.02% | −130,599−14.0% | Reduced |
| Victory Capital Management Inc | 829,081 | $50.9M | 0.06% | +587,910+243.8% | Added |
| Credit Suisse AG | 833,300 | $51.1M | 0.05% | −3,885−0.5% | Reduced |
| APG Asset Management N.V. | 940,546 | $53.1M | 0.11% | −137,280−12.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 881,404 | $54.1M | 0.04% | +1,595+0.2% | Added |
| Amundi | 892,195 | $55.4M | 0.03% | −20,629−2.3% | Reduced |
| Miller Howard Investments Inc | 955,094 | $58.6M | 2.12% | +67,327+7.6% | Added |
| 1832 Asset Management L.P. | 966,358 | $59.3M | 0.12% | −23,585−2.4% | Reduced |
| Dimensional Fund Advisors LP | 1,014,591 | $62.3M | 0.02% | −7,008−0.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,025,144 | $62.9M | 0.11% | +304,572+42.3% | Added |
| Citadel Advisors LLC | 1,142,318 | $70.1M | 0.08% | +532,780+87.4% | Added |
| Deutsche Bank AG | 1,150,246 | $70.6M | 0.04% | −25,721−2.2% | Reduced |
| Swiss National Bank | 1,152,000 | $70.7M | 0.05% | −27,500−2.3% | Reduced |
| UBS Asset Management Americas Inc | 1,198,440 | $73.6M | 0.04% | +22,788+1.9% | Added |
| Cbre Clarion Securities LLC | 1,236,820 | $75.9M | 1.34% | +121,899+10.9% | Added |
| Macquarie Group Ltd | 1,234,254 | $75.9M | 0.09% | −506,077−29.1% | Reduced |
| Reaves W H & Co Inc | 1,340,675 | $82.3M | 2.96% | −33,809−2.5% | Reduced |
| First Trust Advisors LP | 1,420,348 | $87.2M | 0.10% | +15,779+1.1% | Added |
| Bank of Montreal | 1,467,755 | $90.5M | 0.06% | −283,199−16.2% | Reduced |
| Balyasny Asset Management LLC | 1,475,912 | $90.6M | 0.30% | +1,153,655+358.0% | Added |
| Charles Schwab Investment Management Inc | 1,602,654 | $98.4M | 0.03% | +18,470+1.2% | Added |
| California Public Employees Retirement System | 1,834,807 | $112.6M | 0.10% | −104,941−5.4% | Reduced |
| ExodusPoint Capital Management, LP | 1,834,996 | $112.6M | 1.29% | +170,877+10.3% | Added |
| Citigroup Inc | 2,023,171 | $124.2M | 0.17% | −547,173−21.3% | Reduced |