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, Q2 2023
Institutional positions in CMS Energy Corp as of Jun 30, 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
- 629
- 0 vs. Q1 2023
- Shares held
- 277.5M
- +5.49M (+2.0%) vs. Q1 2023
- Total value
- $16.3B
- −$388.3M (−2.3%) vs. Q1 2023
- New holders
- 56
- 246 more added
- Sold out
- 56
- 203 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $20.6B |
| Q3 2025 | 776 | $22.6B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.7B |
| Q4 2024 | 716 | $19.0B |
| Q3 2024 | 710 | $22.0B |
| Q2 2024 | 686 | $18.1B |
| Q1 2024 | 664 | $19.1B |
| Q4 2023 | 633 | $17.9B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.4B |
| Q1 2023 | 631 | $16.8B |
| Q4 2022 | 636 | $17.3B |
| 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 | $16.0B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,514,366 | $2.20B | 0.05% | −86,529−0.2% | Reduced |
| BlackRock Inc. | 26,749,203 | $1.57B | 0.04% | +21,863+0.1% | Added |
| JPMorgan Chase & Co | 21,193,201 | $1.25B | 0.14% | +1,532,826+7.8% | Added |
| State Street Corp | 17,583,510 | $1.03B | 0.05% | +259,974+1.5% | Added |
| Capital International Investors | 11,076,991 | $650.7M | 0.16% | +1,1830.0% | Added |
| Ameriprise Financial Inc | 7,086,779 | $416.5M | 0.13% | +232,677+3.4% | Added |
| Price T Rowe Associates Inc | 6,575,913 | $386.3M | 0.05% | +583,797+9.7% | Added |
| Geode Capital Management, LLC | 6,513,125 | $381.7M | 0.04% | +227,199+3.6% | Added |
| Wells Fargo & Company | 6,327,495 | $371.7M | 0.11% | +82,454+1.3% | Added |
| Morgan Stanley | 5,667,109 | $332.9M | 0.03% | +1,034,257+22.3% | Added |
| Pictet Asset Management SA | 4,776,761 | $280.6M | 0.33% | −113,047−2.3% | Reduced |
| Bank of New York Mellon Corp | 4,607,126 | $270.7M | 0.06% | −164,230−3.4% | Reduced |
| Capital Research Global Investors | 4,558,396 | $267.8M | 0.07% | −97,152−2.1% | Reduced |
| Invesco Ltd. | 4,345,426 | $255.3M | 0.07% | +26,454+0.6% | Added |
| Franklin Resources Inc | 3,504,313 | $205.9M | 0.10% | −399,314−10.2% | Reduced |
| Legal & General Group Plc | 3,378,811 | $198.5M | 0.06% | +35,749+1.1% | Added |
| Magellan Asset Management Ltd | 3,243,967 | $190.6M | 1.70% | −182,748−5.3% | Reduced |
| Standard Life Aberdeen plc | 3,085,875 | $181.3M | 0.42% | −82,183−2.6% | Reduced |
| Northern Trust Corp | 2,994,900 | $176.0M | 0.03% | −146,154−4.7% | Reduced |
| FIL Ltd | 2,887,141 | $169.6M | 0.19% | +38,348+1.3% | Added |
| Massachusetts Financial Services Co | 2,570,234 | $151.0M | 0.05% | +41,440+1.6% | Added |
| Goldman Sachs Group Inc | 2,501,400 | $147.0M | 0.04% | −133,656−5.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,483,337 | $145.9M | 0.39% | −353,552−12.5% | Reduced |
| Perpetual Ltd | 2,362,982 | $138.8M | 1.19% | +167,691+7.6% | Added |
| Duff & Phelps Investment Management Co | 2,227,191 | $130.8M | 1.59% | +86,868+4.1% | Added |
| Jennison Associates LLC | 2,155,348 | $126.6M | 0.10% | −207,381−8.8% | Reduced |
| Bank of America Corp | 2,142,073 | $125.8M | 0.01% | −146,321−6.4% | Reduced |
| ExodusPoint Capital Management, LP | 1,988,897 | $116.8M | 1.37% | +153,901+8.4% | Added |
| Norges Bank | 1,903,180 | $111.8M | 0.02% | −420,796−18.1% | Reduced |
| Reaves W H & Co Inc | 1,892,230 | $111.2M | 4.10% | +551,555+41.1% | Added |
| California Public Employees Retirement System | 1,806,159 | $106.1M | 0.09% | −28,648−1.6% | Reduced |
| Ceredex Value Advisors LLC | 1,740,936 | $102.3M | 1.65% | −327,728−15.8% | Reduced |
| Bank of Montreal | 1,621,005 | $99.3M | 0.04% | +153,250+10.4% | Added |
| Macquarie Group Ltd | 1,651,017 | $97.0M | 0.11% | +416,763+33.8% | Added |
| Amundi | 1,590,062 | $95.1M | 0.05% | +697,867+78.2% | Added |
| Charles Schwab Investment Management Inc | 1,613,512 | $94.8M | 0.03% | +10,858+0.7% | Added |
| Citadel Advisors LLC | 1,433,895 | $84.2M | 0.09% | +291,577+25.5% | Added |
| First Trust Advisors LP | 1,386,962 | $81.5M | 0.09% | −33,386−2.4% | Reduced |
| Balyasny Asset Management LLC | 1,262,823 | $74.2M | 0.21% | −213,089−14.4% | Reduced |
| UBS Asset Management Americas Inc | 1,198,440 | $73.6M | 0.04% | 00.0% | Unchanged |
| Cbre Clarion Securities LLC | 1,190,165 | $69.9M | 1.25% | −46,655−3.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,186,851 | $69.7M | 0.11% | +161,707+15.8% | Added |
| UniSuper Management Pty Ltd | 1,184,345 | $69.6M | 0.79% | +1,184,345 | New |
| Brookfield Asset Management Inc. | 1,172,726 | $68.9M | 0.27% | +1,167,948+24,444.3% | Added |
| Deutsche Bank AG | 1,094,262 | $64.3M | 0.03% | −55,984−4.9% | Reduced |
| 1832 Asset Management L.P. | 1,086,024 | $63.8M | 0.12% | +119,666+12.4% | Added |
| Dimensional Fund Advisors LP | 1,054,993 | $62.0M | 0.02% | +40,402+4.0% | Added |
| Swiss National Bank | 1,053,200 | $61.9M | 0.04% | −98,800−8.6% | Reduced |
| Cohen & Steers, Inc. | 1,033,080 | $60.7M | 0.13% | +467,340+82.6% | Added |
| Echo Street Capital Management LLC | 989,399 | $58.1M | 0.50% | −1,645,945−62.5% | Reduced |
| Nuveen Asset Management, LLC | 985,155 | $57.9M | 0.02% | +183,059+22.8% | Added |
| Credit Suisse AG | 973,355 | $57.2M | 0.06% | +140,055+16.8% | Added |
| Millennium Management LLC | 916,458 | $53.8M | 0.06% | +594,167+184.4% | Added |
| Miller Howard Investments Inc | 915,934 | $53.8M | 1.92% | −39,160−4.1% | Reduced |
| Barclays PLC | 850,148 | $49.9M | 0.03% | +506,745+147.6% | Added |
| Energy Income Partners, LLC | 850,037 | $49.9M | 1.06% | +312,794+58.2% | Added |
| STRS Ohio | 819,460 | $48.1M | 0.20% | +445,417+119.1% | Added |
| APG Asset Management N.V. | 859,282 | $46.3M | 0.09% | −81,264−8.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 773,741 | $45.5M | 0.04% | −107,663−12.2% | Reduced |
| TD Asset Management Inc | 759,573 | $44.6M | 0.05% | −40,659−5.1% | Reduced |
| Partners Group Holding AG | 748,844 | $44.0M | 3.65% | −8,473−1.1% | Reduced |
| Canada Pension Plan Investment Board | 737,120 | $43.3M | 0.07% | +81,000+12.3% | Added |
| Royal Bank of Canada | 725,026 | $42.6M | 0.01% | +24,160+3.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 672,415 | $39.5M | 0.44% | +143,711+27.2% | Added |
| Rhumbline Advisers | 667,653 | $39.2M | 0.04% | +21,757+3.4% | Added |
| Voloridge Investment Management, LLC | 660,494 | $38.8M | 0.18% | −62,179−8.6% | Reduced |
| UBS Group AG | 558,214 | $32.8M | 0.01% | +283,938+103.5% | Added |
| Truist Financial Corp | 555,297 | $32.6M | 0.05% | +24,327+4.6% | Added |
| Envestnet Asset Management Inc | 550,430 | $32.3M | 0.01% | +152,227+38.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 538,072 | $31.6M | 0.25% | +46,380+9.4% | Added |
| Citigroup Inc | 516,337 | $30.3M | 0.04% | −1,506,834−74.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 514,496 | $30.2M | 0.26% | +466,639+975.1% | Added |
| Empower Advisory Group, LLC | 481,219 | $28.3M | 0.12% | +8,351+1.8% | Added |
| Cidel Asset Management Inc | 479,843 | $28.2M | 1.28% | −1,815−0.4% | Reduced |
| Victory Capital Management Inc | 471,684 | $27.7M | 0.03% | −357,397−43.1% | Reduced |
| M&T Bank Corp | 461,585 | $27.1M | 0.10% | −1,406−0.3% | Reduced |
| California State Teachers Retirement System | 450,774 | $26.5M | 0.04% | −7,870−1.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 442,796 | $26.0M | 0.62% | +18,336+4.3% | Added |
| State of Tennessee, Treasury Department | 439,276 | $25.8M | 0.11% | +20,600+4.9% | Added |
| Bruce & Co., Inc. | 416,755 | $24.5M | 6.87% | 00.0% | Unchanged |
| National Bank of Canada | 407,525 | $24.3M | 0.05% | +319,472+362.8% | Added |
| CIBC Private Wealth Group, LLC | 405,130 | $23.8M | 0.05% | +75,387+22.9% | Added |
| RWC Asset Management LLP | 401,673 | $23.6M | 1.14% | +45,935+12.9% | Added |
| National Pension Service | 401,129 | $23.4M | 0.04% | +7,224+1.8% | Added |
| Raymond James & Associates | 392,584 | $23.1M | 0.02% | −12,849−3.2% | Reduced |
| Alliancebernstein L.P. | 372,010 | $21.9M | 0.01% | +10,252+2.8% | Added |
| Russell Investments Group, Ltd. | 371,227 | $21.8M | 0.04% | −99,353−21.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 368,119 | $21.6M | 0.03% | +34,348+10.3% | Added |
| Principal Financial Group Inc | 360,322 | $21.2M | 0.01% | −18,399−4.9% | Reduced |
| Lord, Abbett & Co. LLC | 347,140 | $20.4M | 0.07% | +1100.0% | Added |
| State Board of Administration of Florida Retirement System | 343,410 | $20.2M | 0.04% | −18,753−5.2% | Reduced |
| Bahl & Gaynor Inc | 343,401 | $20.2M | 0.12% | +30,983+9.9% | Added |
| Eventide Asset Management, LLC | 321,314 | $18.9M | 0.32% | +208,783+185.5% | Added |
| FMR LLC | 314,545 | $18.5M | 0.00% | +102,552+48.4% | Added |
| Keybank National Association | 303,796 | $17.8M | 0.08% | −23,270−7.1% | Reduced |
| New York State Teachers Retirement System | 303,576 | $17.8M | 0.04% | −10,003−3.2% | Reduced |
| HSBC Holdings PLC | 296,686 | $17.4M | 0.02% | −17,774−5.7% | Reduced |
| AE Wealth Management LLC | 282,888 | $16.6M | 0.10% | −485−0.2% | Reduced |
| Martingale Asset Management L P | 282,843 | $16.6M | 0.32% | −62,498−18.1% | Reduced |
| US Bancorp | 280,054 | $16.5M | 0.03% | −14,945−5.1% | Reduced |