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 |
|---|---|---|---|---|---|
| Man Group plc | – | $3.36M | 0.01% | – | – |
| Wealthfront Advisers LLC | 54,603 | $3.35M | 0.02% | −8,765−13.8% | Reduced |
| Mackenzie Financial Corp | 54,123 | $3.32M | 0.01% | +1,018+1.9% | Added |
| Aquila Investment Management LLC | 52,000 | $3.19M | 2.63% | +11,000+26.8% | Added |
| Assetmark, Inc | 51,838 | $3.18M | 0.01% | +9,135+21.4% | Added |
| Sigma Planning Corp | 51,602 | $3.17M | 0.11% | −439−0.8% | Reduced |
| Utah Retirement Systems | 51,508 | $3.16M | 0.05% | +200+0.4% | Added |
| Twinbeech Capital LP | 49,597 | $3.04M | 0.06% | +49,597 | New |
| Two Sigma Investments, LP | 48,733 | $2.99M | 0.01% | +48,733 | New |
| First American Bank | 48,668 | $2.99M | 0.27% | +8,518+21.2% | Added |
| La Banque Postale Asset Management SA | 48,540 | $2.98M | 0.08% | −2,153−4.2% | Reduced |
| Cox Capital Mgt LLC | 48,510 | $2.98M | 2.15% | +16,125+49.8% | Added |
| Janus Henderson Group PLC | 48,459 | $2.97M | 0.00% | −88,153−64.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 47,857 | $2.94M | 0.03% | −824,270−94.5% | Reduced |
| Shell Asset Management Co | 47,372 | $2.91M | 0.12% | +2,037+4.5% | Added |
| CI Private Wealth, LLC | 46,107 | $2.83M | 0.01% | +18,761+68.6% | Added |
| Hudson Bay Capital Management LP | 44,560 | $2.74M | 0.03% | +44,560 | New |
| ProShare Advisors LLC | 43,846 | $2.69M | 0.01% | +5,865+15.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,989 | $2.64M | 0.01% | −13,737−24.2% | Reduced |
| The PNC Financial Services Group, Inc. | 42,233 | $2.59M | 0.00% | +2,416+6.1% | Added |
| Mutual of America Capital Management LLC | 41,675 | $2.56M | 0.03% | +215+0.5% | Added |
| New York Life Investment Management LLC | 41,295 | $2.53M | 0.03% | +240+0.6% | Added |
| Janney Montgomery Scott LLC | 40,343 | $2.48M | 0.01% | +4,983+14.1% | Added |
| Fifth Third Bancorp | 40,338 | $2.48M | 0.01% | −23,893−37.2% | Reduced |
| Nissay Asset Management Corp | 39,592 | $2.43M | 0.02% | −1,373−3.4% | Reduced |
| Intact Investment Management Inc. | 39,200 | $2.41M | 0.10% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 38,802 | $2.38M | 0.05% | +8,598+28.5% | Added |
| Gulf International Bank (UK) Ltd | 38,494 | $2.36M | 0.05% | −10,935−22.1% | Reduced |
| Xponance, Inc. | 37,534 | $2.30M | 0.03% | +1,012+2.8% | Added |
| Swiss Life Asset Management Ltd | 37,277 | $2.29M | 0.03% | +31,239+517.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 37,106 | $2.28M | 0.01% | +4,161+12.6% | Added |
| Capital International Inc | 36,949 | $2.27M | 0.05% | −514−1.4% | Reduced |
| Virginia Retirement Systems Et Al | 36,441 | $2.24M | 0.02% | +36,441 | New |
| Element Capital Management LLC | 36,223 | $2.22M | 0.17% | +36,223 | New |
| Prudential PLC | 35,529 | $2.18M | 0.03% | −1,901−5.1% | Reduced |
| Atria Investments LLC | 35,359 | $2.17M | 0.04% | +458+1.3% | Added |
| Public Employees Retirement Association of Colorado | 35,308 | $2.17M | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 34,902 | $2.14M | 0.05% | +1,137+3.4% | Added |
| Summit Global Investments | 34,667 | $2.13M | 0.16% | −34,250−49.7% | Reduced |
| Marshall Wace, LLP | 34,400 | $2.11M | 0.01% | +34,400 | New |
| Czech National Bank | 34,313 | $2.11M | 0.05% | +321+0.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 33,245 | $2.04M | 0.48% | +8,278+33.2% | Added |
| Nomura Holdings Inc | 32,236 | $1.98M | 0.02% | +32,236 | New |
| Mesirow Institutional Investment Management, Inc. | 31,935 | $1.96M | 0.21% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 31,600 | $1.94M | 0.66% | −200−0.6% | Reduced |
| Baird Financial Group, Inc. | 31,248 | $1.92M | 0.00% | +1,241+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,842 | $1.89M | 0.00% | +300+1.0% | Added |
| Gamco Investors, Inc. Et Al | 30,600 | $1.88M | 0.02% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 29,699 | $1.82M | 0.05% | −574−1.9% | Reduced |
| Duality Advisers, LP | 29,498 | $1.81M | 0.20% | +4,153+16.4% | Added |
| Bank of Nova Scotia | 29,057 | $1.78M | 0.01% | −1,921−6.2% | Reduced |
| Kesler, Norman & Wride, LLC | 28,707 | $1.76M | 0.44% | +1,354+5.0% | Added |
| First Manhattan Co | 28,449 | $1.75M | 0.01% | −82−0.3% | Reduced |
| Occudo Quantitative Strategies LP | 27,898 | $1.71M | 0.16% | +27,898 | New |
| New England Asset Management Inc | 27,553 | $1.69M | 0.25% | 00.0% | Unchanged |
| Creative Planning | 27,356 | $1.68M | 0.00% | +4,201+18.1% | Added |
| Exchange Capital Management, Inc. | 27,219 | $1.67M | 0.34% | −1,525−5.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,149 | $1.67M | 0.03% | +462+1.7% | Added |
| Oxler Private Wealth LLC | 26,815 | $1.65M | 0.81% | +211+0.8% | Added |
| American Century Companies Inc | 27,511 | $1.64M | 0.00% | −1,243−4.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,467 | $1.63M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 25,952 | $1.59M | 0.00% | +16,419+172.2% | Added |
| GWM Advisors LLC | 25,826 | $1.59M | 0.02% | −15,572−37.6% | Reduced |
| British Columbia Investment Management Corp | 25,751 | $1.58M | 0.02% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 25,593 | $1.57M | 0.25% | −501−1.9% | Reduced |
| Engineers Gate Manager LP | 24,522 | $1.51M | 0.06% | +24,522 | New |
| Hartford Investment Management Co | 24,426 | $1.50M | 0.05% | +3,540+16.9% | Added |
| Mariner, LLC | 24,060 | $1.48M | 0.00% | +4,835+25.1% | Added |
| Securian Asset Management, Inc | 24,033 | $1.48M | 0.04% | +204+0.9% | Added |
| Brasada Capital Management, LP | 23,341 | $1.43M | 0.32% | −1,613−6.5% | Reduced |
| Zhang Financial LLC | 23,324 | $1.43M | 0.16% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 23,283 | $1.43M | 0.05% | +828+3.7% | Added |
| Kentucky Retirement Systems | 23,029 | $1.41M | 0.05% | +213+0.9% | Added |
| Maryland State Retirement & Pension System | 22,765 | $1.40M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 22,596 | $1.39M | 0.02% | +212+0.9% | Added |
| Daiwa Securities Group Inc. | 22,472 | $1.38M | 0.01% | +1,290+6.1% | Added |
| Mercer Global Advisors Inc | 22,247 | $1.37M | 0.01% | +3,394+18.0% | Added |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.35M | 0.21% | +22,000 | New |
| Pallas Capital Advisors LLC | 21,571 | $1.34M | 0.13% | +2,628+13.9% | Added |
| KBC Group NV | 21,671 | $1.33M | 0.01% | +1,259+6.2% | Added |
| Rafferty Asset Management, LLC | 21,392 | $1.31M | 0.01% | +2,451+12.9% | Added |
| Community Capital Management, Inc. | 21,100 | $1.30M | 1.70% | 00.0% | Unchanged |
| Point72 Middle East FZE | 20,596 | $1.26M | 0.07% | +20,596 | New |
| First Republic Investment Management, Inc. | 20,384 | $1.25M | 0.00% | +1,245+6.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,046 | $1.23M | 0.01% | +838+4.4% | Added |
| Norinchukin Bank, The | 19,503 | $1.20M | 0.02% | +609+3.2% | Added |
| Avantax Advisory Services, Inc. | 19,428 | $1.19M | 0.01% | +1,299+7.2% | Added |
| Steward Partners Investment Advisory, LLC | 19,369 | $1.19M | 0.02% | +331+1.7% | Added |
| Los Angeles Capital Management LLC | 19,320 | $1.19M | 0.01% | −185,121−90.5% | Reduced |
| Louisiana State Employees Retirement System | 18,900 | $1.16M | 0.03% | +100+0.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,795 | $1.15M | 0.00% | −2,106−10.1% | Reduced |
| Telemus Capital, LLC | 18,703 | $1.15M | 0.10% | −2,976−13.7% | Reduced |
| Integrated Investment Consultants, LLC | 18,687 | $1.15M | 0.36% | +18,687 | New |
| Chesley Taft & Associates LLC | 18,561 | $1.14M | 0.07% | +250+1.4% | Added |
| BLB&B Advisors, LLC | 18,545 | $1.14M | 0.08% | −1,589−7.9% | Reduced |
| HB Wealth Management, LLC | 18,441 | $1.13M | 0.02% | +2,240+13.8% | Added |
| Gateway Investment Advisers LLC | 18,423 | $1.13M | 0.01% | +18,423 | New |
| JustInvest LLC | 18,347 | $1.13M | 0.04% | +3,494+23.5% | Added |
| Neuberger Berman Group LLC | 18,047 | $1.11M | 0.00% | +2,504+16.1% | Added |
| Pacer Advisors, Inc. | 17,749 | $1.09M | 0.00% | −179,558−91.0% | Reduced |