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 |
|---|---|---|---|---|---|
| Ceredex Value Advisors LLC | 2,068,664 | $127.0M | 1.98% | −79,636−3.7% | Reduced |
| Duff & Phelps Investment Management Co | 2,140,323 | $131.4M | 1.59% | +70,729+3.4% | Added |
| Perpetual Ltd | 2,195,291 | $134.7M | 1.17% | +2,195,291 | New |
| Bank of America Corp | 2,288,394 | $140.5M | 0.02% | +122,976+5.7% | Added |
| Norges Bank | 2,323,976 | $142.6M | 0.03% | +505,982+27.8% | Added |
| Jennison Associates LLC | 2,362,729 | $145.0M | 0.13% | −112,805−4.6% | Reduced |
| Massachusetts Financial Services Co | 2,528,794 | $155.2M | 0.05% | +21,844+0.9% | Added |
| Goldman Sachs Group Inc | 2,635,056 | $161.7M | 0.04% | +180,722+7.4% | Added |
| Echo Street Capital Management LLC | 2,635,344 | $161.8M | 1.46% | +285,420+12.1% | Added |
| Caisse de Depot Et Placement du Quebec | 2,836,889 | $174.1M | 0.50% | −224,800−7.3% | Reduced |
| FIL Ltd | 2,848,793 | $174.9M | 0.20% | −45,032−1.6% | Reduced |
| Northern Trust Corp | 3,141,054 | $192.8M | 0.04% | −84,743−2.6% | Reduced |
| Standard Life Aberdeen plc | 3,168,058 | $194.5M | 0.49% | +367,237+13.1% | Added |
| Legal & General Group Plc | 3,343,062 | $205.2M | 0.07% | −24,715−0.7% | Reduced |
| Magellan Asset Management Ltd | 3,426,715 | $210.3M | 1.80% | −132,259−3.7% | Reduced |
| Franklin Resources Inc | 3,903,627 | $239.6M | 0.12% | +2,283+0.1% | Added |
| Invesco Ltd. | 4,318,972 | $265.1M | 0.07% | −232,512−5.1% | Reduced |
| Morgan Stanley | 4,632,852 | $284.4M | 0.03% | +175,210+3.9% | Added |
| Capital Research Global Investors | 4,655,548 | $285.8M | 0.08% | +659,378+16.5% | Added |
| Bank of New York Mellon Corp | 4,771,356 | $292.9M | 0.06% | +7,819+0.2% | Added |
| Pictet Asset Management SA | 4,889,808 | $300.1M | 0.38% | −128,823−2.6% | Reduced |
| Price T Rowe Associates Inc | 5,992,116 | $367.8M | 0.06% | +1,095,342+22.4% | Added |
| Wells Fargo & Company | 6,245,041 | $383.3M | 0.12% | +303,131+5.1% | Added |
| Geode Capital Management, LLC | 6,285,926 | $385.0M | 0.05% | +124,854+2.0% | Added |
| Ameriprise Financial Inc | 6,854,102 | $420.0M | 0.14% | +257,872+3.9% | Added |
| Capital International Investors | 11,075,808 | $679.8M | 0.17% | −14,406−0.1% | Reduced |
| State Street Corp | 17,323,536 | $1.06B | 0.06% | +844,330+5.1% | Added |
| JPMorgan Chase & Co | 19,660,375 | $1.21B | 0.16% | +774,927+4.1% | Added |
| BlackRock Inc. | 26,727,340 | $1.64B | 0.05% | −846,754−3.1% | Reduced |
| Vanguard Group Inc | 37,600,895 | $2.31B | 0.06% | +202,839+0.5% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −843,726−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −279,990−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −242,800−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −173,400−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −164,540−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −75,325−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −47,669−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −44,669−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −39,429−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −34,429−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −26,940−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −26,258−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −13,033−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,609−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −7,766−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −7,184−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −6,921−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −6,440−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,376−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −5,797−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −5,314−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −4,637−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −4,303−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −4,223−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pendal Group Limited | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Coann Capital LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Sanford Advisory Services, LLC | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Financial Advisors Network, Inc. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |