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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 283,373 | $17.4M | 0.11% | +88,095+45.1% | Added |
| Prudential Financial Inc | 262,569 | $17.4M | 0.03% | +6,084+2.4% | Added |
| UBS Group AG | 274,276 | $16.8M | 0.01% | −1,041,186−79.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 273,434 | $16.8M | 0.39% | −55,523−16.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 270,832 | $16.6M | 0.04% | −9,589−3.4% | Reduced |
| Putnam Investments LLC | 267,717 | $16.4M | 0.03% | −77,246−22.4% | Reduced |
| Covalis Capital LLP | 265,753 | $16.3M | 4.62% | −196,261−42.5% | Reduced |
| BNP Paribas Arbitrage, SA | 245,428 | $15.1M | 0.03% | −4,785−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 237,450 | $14.6M | 0.03% | +18,389+8.4% | Added |
| Manufacturers Life Insurance Company, The | 230,419 | $14.1M | 0.01% | −5,044−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 228,233 | $14.0M | 0.11% | +14,703+6.9% | Added |
| Squarepoint Ops LLC | 219,172 | $13.5M | 0.10% | −191,163−46.6% | Reduced |
| Decade Renewable Partners LP | 214,570 | $13.2M | 4.81% | +99,892+87.1% | Added |
| FMR LLC | 211,993 | $13.0M | 0.00% | +4,540+2.2% | Added |
| AQR Capital Management LLC | 207,632 | $12.7M | 0.03% | +36,770+21.5% | Added |
| Schroder Investment Management Group | 197,006 | $12.1M | 0.02% | +72,904+58.7% | Added |
| Gabelli Funds LLC | 195,125 | $12.0M | 0.09% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 193,365 | $11.9M | 0.07% | −3,728−1.9% | Reduced |
| Voya Investment Management LLC | 192,655 | $11.8M | 0.01% | +3,635+1.9% | Added |
| State of Wisconsin Investment Board | 189,976 | $11.7M | 0.03% | −23,174−10.9% | Reduced |
| Renaissance Technologies LLC | 188,374 | $11.6M | 0.02% | −269,900−58.9% | Reduced |
| Hennessy Advisors Inc | 188,198 | $11.6M | 0.85% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 185,752 | $11.4M | 0.05% | −20,880−10.1% | Reduced |
| Susquehanna International Group, LLP | 185,455 | $11.4M | 0.02% | +76,827+70.7% | Added |
| Westwood Holdings Group Inc. | 179,140 | $11.0M | 0.10% | −2,129−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 179,113 | $11.0M | 0.23% | −46,229−20.5% | Reduced |
| Public Employees Retirement System of Ohio | 171,185 | $10.5M | 0.04% | +18,060+11.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 169,259 | $10.4M | 0.04% | +2,231+1.3% | Added |
| Great West Life Assurance Co | 168,913 | $10.4M | 0.03% | −26,348−13.5% | Reduced |
| LPL Financial LLC | 164,572 | $10.1M | 0.01% | −154−0.1% | Reduced |
| LMR Partners LLP | 157,940 | $9.69M | 0.21% | −129,618−45.1% | Reduced |
| First American Trust, FSB | 157,548 | $9.67M | 1.43% | +8,157+5.5% | Added |
| State of New Jersey Common Pension Fund D | 153,176 | $9.40M | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 149,285 | $9.16M | 0.01% | +114,561+329.9% | Added |
| HITE Hedge Asset Management LLC | 149,255 | $9.16M | 0.69% | −252,423−62.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 147,305 | $9.04M | 0.25% | +147,305 | New |
| Mn Services Vermogensbeheer B.V. | 142,669 | $8.76M | 0.09% | +4,400+3.2% | Added |
| Calamos Advisors LLC | 142,474 | $8.75M | 0.04% | −17,812−11.1% | Reduced |
| Lighthouse Investment Partners, LLC | 141,383 | $8.68M | 0.75% | +141,383 | New |
| Ensign Peak Advisors, Inc | 140,348 | $8.61M | 0.02% | −15,112−9.7% | Reduced |
| CIBC Asset Management Inc | 139,263 | $8.55M | 0.03% | +328+0.2% | Added |
| Andra AP-fonden | 136,700 | $8.39M | 0.22% | +5,100+3.9% | Added |
| Toronto Dominion Bank | 134,314 | $8.24M | 0.01% | −11,783−8.1% | Reduced |
| Alerus Financial NA | 128,306 | $7.88M | 0.70% | +128,306 | New |
| GQG Partners LLC | 126,625 | $7.77M | 0.02% | −93,206−42.4% | Reduced |
| Treasurer of the State of North Carolina | 126,600 | $7.77M | 0.04% | +900+0.7% | Added |
| Guggenheim Capital LLC | 120,615 | $7.40M | 0.06% | −23,243−16.2% | Reduced |
| Nicholas Company, Inc. | 119,925 | $7.36M | 0.15% | +90+0.1% | Added |
| Howe & Rusling Inc | 115,334 | $7.08M | 0.84% | +11,047+10.6% | Added |
| Natixis Advisors, L.P. | 112,600 | $6.91M | 0.02% | +12,321+12.3% | Added |
| Eventide Asset Management, LLC | 112,531 | $6.91M | 0.13% | −82,969−42.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 104,031 | $6.39M | 0.04% | −4,907−4.5% | Reduced |
| SEI Investments Co | 103,865 | $6.38M | 0.01% | +10,483+11.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 103,339 | $6.34M | 0.03% | +1,297+1.3% | Added |
| NewSquare Capital LLC | 100,524 | $6.17M | 0.73% | +7,951+8.6% | Added |
| Holocene Advisors, LP | 99,460 | $6.10M | 0.03% | −16,761−14.4% | Reduced |
| Mattern Capital Management, LLC | 96,631 | $5.93M | 1.05% | +3,677+4.0% | Added |
| Stifel Financial Corp | 95,257 | $5.85M | 0.01% | −9,322−8.9% | Reduced |
| Logan Capital Management Inc | 94,666 | $5.81M | 0.28% | +20,013+26.8% | Added |
| ING Groep NV | 90,794 | $5.57M | 0.05% | +41,444+84.0% | Added |
| Korea Investment CORP | 90,573 | $5.56M | 0.02% | +1,918+2.2% | Added |
| National Bank of Canada | 88,053 | $5.39M | 0.01% | +3,913+4.7% | Added |
| Retirement Systems of Alabama | 86,088 | $5.28M | 0.02% | −6,898−7.4% | Reduced |
| Arizona State Retirement System | 84,384 | $5.18M | 0.05% | +2,242+2.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 83,623 | $5.13M | 0.11% | +7,849+10.4% | Added |
| Capital Group Private Client Services, Inc. | 81,396 | $5.00M | 0.06% | +1,267+1.6% | Added |
| Walleye Capital LLC | 80,409 | $4.94M | 0.10% | +80,409 | New |
| Kempen Capital Management N.V. | 80,403 | $4.94M | 0.09% | 00.0% | Unchanged |
| State of Michigan Retirement System | 79,999 | $4.91M | 0.03% | +1,100+1.4% | Added |
| American International Group, Inc. | 79,044 | $4.85M | 0.03% | +484+0.6% | Added |
| Captrust Financial Advisors | 77,998 | $4.79M | 0.02% | +4,325+5.9% | Added |
| Dynamic Technology Lab Private Ltd | 77,867 | $4.78M | 0.44% | +77,867 | New |
| State of Alaska, Department of Revenue | 77,272 | $4.74M | 0.06% | −612−0.8% | Reduced |
| Westpac Banking Corp | 77,018 | $4.73M | 0.06% | +4,108+5.6% | Added |
| Amalgamated Bank | 75,998 | $4.67M | 0.04% | +1,259+1.7% | Added |
| MetLife Investment Management | 75,125 | $4.61M | 0.03% | −658−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 75,100 | $4.61M | 0.02% | −46,013−38.0% | Reduced |
| Chartwell Investment Partners, LLC | 72,840 | $4.47M | 0.17% | −4,603−5.9% | Reduced |
| HighTower Advisors, LLC | 72,642 | $4.45M | 0.01% | −1,156−1.6% | Reduced |
| Amica Mutual Insurance Co | 72,325 | $4.44M | 0.50% | +14,620+25.3% | Added |
| Opus Investment Management Inc | 71,800 | $4.41M | 1.59% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 70,335 | $4.32M | 0.03% | −25,804−26.8% | Reduced |
| Teacher Retirement System of Texas | 69,905 | $4.29M | 0.03% | +37,173+113.6% | Added |
| USS Investment Management Ltd | 69,658 | $4.27M | 0.06% | 00.0% | Unchanged |
| Van Eck Associates Corp | 68,695 | $4.22M | 0.01% | −967−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 68,133 | $4.15M | 0.01% | −712−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 67,066 | $4.12M | 0.01% | −11,670−14.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 66,661 | $4.09M | 0.01% | −653,600−90.7% | Reduced |
| Forsta Ap-Fonden | 66,200 | $4.06M | 0.05% | −1,300−1.9% | Reduced |
| Cipher Capital LP | 64,876 | $3.98M | 0.74% | −11,064−14.6% | Reduced |
| Trexquant Investment LP | 64,790 | $3.98M | 0.11% | +64,790 | New |
| Public Sector Pension Investment Board | 64,512 | $3.96M | 0.03% | +5,059+8.5% | Added |
| IFM Investors Pty Ltd | 63,788 | $3.92M | 0.06% | +2,078+3.4% | Added |
| Texas Permanent School Fund | 60,724 | $3.73M | 0.04% | +19,485+47.2% | Added |
| Benjamin Edwards Inc | 59,714 | $3.67M | 0.89% | +1,797+3.1% | Added |
| DnB Asset Management AS | 59,390 | $3.65M | 0.02% | −49,114−45.3% | Reduced |
| Yousif Capital Management, LLC | 57,723 | $3.54M | 0.05% | −3,489−5.7% | Reduced |
| Advisor Group Holdings, Inc. | 56,237 | $3.46M | 0.01% | −6,091−9.8% | Reduced |
| Covea Finance | 55,500 | $3.41M | 0.19% | +11,800+27.0% | Added |
| Allianz Asset Management GmbH | 54,789 | $3.36M | 0.01% | −204,934−78.9% | Reduced |