Skip to main content

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.

Other share classesCMSACMSCCMSDCMS.PC

Q2 2023 vs. Q1 2023

How the institutions holding CMS Energy Corp changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of CMS: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders63126290
Shares272.0M4.08K277.5M+5.49M (+2.0%)
Value$16.7B$250.6K$16.3B−$388.3M (−2.3%)

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (56)

Institutions that held CMS Energy Corp at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to CMS in Q2 2023
InstitutionSharesValue% of portfolio
UniSuper Management Pty Ltd1,184,345$69.6M0.79%
Greenland Capital Management LP270,474$15.9M2.28%
AMF Pensionsforsakring AB180,883$10.6M0.10%
iA Global Asset Management Inc.149,631$8.79M0.23%
Tudor Investment Corp Et Al60,783$3.57M0.06%
Tredje AP-fonden52,641$3.09M0.04%
Wakefield Asset Management LLLP48,147$2.83M1.13%
Bayesian Capital Management, LP43,453$2.55M0.27%
Chatham Capital Group, Inc.39,105$2.30M0.48%
Waratah Capital Advisors Ltd.28,803$1.69M0.09%
Jefferies Financial Group Inc.16,909$993.4K0.02%
Aquatic Capital Management LLC16,300$958.0K0.05%
Cresset Asset Management, LLC14,487$851.1K0.01%
Sherbrooke Park Advisers LLC10,895$640.1K0.34%
Two Sigma Securities, LLC10,808$635.0K0.05%
Stevens Capital Management LP10,667$627.0K0.13%
Chiron Investment Management, LLC10,637$624.9K0.18%
Summit Financial, LLC7,542$443.1K0.03%
Virtu Financial LLC7,048$414.0K0.03%
Samalin Investment Counsel, LLC6,461$379.6K0.21%
Atria Wealth Solutions, Inc.6,241$366.7K0.01%
Personal Cfo Solutions, LLC5,717$335.9K0.07%
Nebula Research & Development LLC5,217$306.5K0.23%
Portman Square Capital LLP5,044$296.3K0.05%
Integrated Wealth Concepts LLC4,940$290.2K0.00%
Headlands Technologies LLC4,691$275.6K0.09%
Mather Group, LLC.4,610$270.8K0.00%
Landscape Capital Management, L.L.C.3,975$233.5K0.03%
Lido Advisors, LLC3,875$227.7K0.00%
Trust Investment Advisors3,761$221.0K0.18%
Morningstar Investment Management LLC3,591$211.0K0.03%
Alaska Permanent Fund Corp2,505$147.2K0.00%
V-Square Quantitative Management LLC2,325$136.6K0.10%
Arlington Partners LLC1,206$70.9K0.01%
Fiduciary Alliance LLC1,195$70.2K0.02%
Centerpoint Advisors, LLC800$47.0K0.02%
St Germain D J Co Inc303$17.8K0.00%
Safeguard Financial, LLC230$13.0K0.01%
Nemes Rush Group LLC216$12.7K0.00%
Global Wealth Management Investment Advisory, Inc.177$10.4K0.00%
West Tower Group, LLC111$6.52K0.00%
GW&K Investment Management, LLC102$6.00K0.00%
Cherry Tree Wealth Management, LLC97$5.70K0.00%
Independence Bank of Kentucky79$4.64K0.00%
Elequin Capital LP72$4.23K0.00%
Cornerstone Planning Group LLC40$2.35K0.00%
Group One Trading, L.P.33$1.94K0.00%
Sandy Spring Bank18$1.06K0.00%
SkyView Investment Advisors, LLC10$1.00K0.00%
VitalStone Financial, LLC23$1.00K0.00%
Abound Wealth Management7$4150.00%
TFC Financial Management7$4120.00%
Kayne Anderson Rudnick Investment Management LLC7$4110.00%
Sofos Investments, Inc.59$3760.00%
Comerica Bank4,348$00.00%
Avion Wealth8$00.00%

Sold out (56)

Institutions that held CMS Energy Corp at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of CMS in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Point72 Asset Management, L.P.458,200$28.1M
Renaissance Technologies LLC188,374$11.6M
Industrial Alliance Investment Management Inc.147,305$9.04M
Walleye Capital LLC80,409$4.94M
Man Group plc–$3.36M
Twinbeech Capital LP49,597$3.04M
La Banque Postale Asset Management SA48,540$2.98M
Virginia Retirement Systems Et Al36,441$2.24M
Marshall Wace, LLP34,400$2.11M
Duality Advisers, LP29,498$1.81M
Occudo Quantitative Strategies LP27,898$1.71M
Inceptionr LLC16,331$1.00M
AXA S.A.16,306$1.00M
Gsa Capital Partners LLP15,641$960.0K
Fox Run Management, L.L.C.14,174$870.0K
Aigen Investment Management, LP12,413$761.9K
Banque Pictet & Cie SA11,080$680.1K
Winton Group Ltd9,459$580.6K
Y-Intercept (Hong Kong) Ltd9,114$559.4K
Qsemble Capital Management, LP8,800$540.1K
Lazard Asset Management LLC7,902$484.0K
Jump Financial, LLC6,396$392.6K
Acrisure Capital Management, LLC6,310$387.3K
Quadrature Capital Ltd6,243$383.1K
Bridgefront Capital, LLC6,172$378.8K
Daymark Wealth Partners, LLC6,113$375.2K
MQS Management LLC5,862$359.8K
AIA Group Ltd5,522$338.9K
Transcend Wealth Collective, LLC5,146$315.9K
Sciencast Management LP5,100$314.1K
Krilogy Financial LLC5,113$313.8K
OneAscent Financial Services LLC5,031$309.0K
Vident Investment Advisory, LLC4,831$296.5K
Blueshift Asset Management, LLC4,682$287.4K
OneAscent Wealth Management LLC4,538$279.0K
Financial Counselors Inc4,083$251.0K
XTX Topco Ltd3,714$228.0K
Csenge Advisory Group3,478$213.5K
Beacon Pointe Advisors, LLC3,473$213.2K
Hilton Capital Management, LLC3,311$209.7K
VeraBank, N.A.3,400$208.7K
KCM Investment Advisors LLC3,334$204.6K
AM Squared Ltd3,200$196.4K
US Asset Management LLC2,681$165.0K
Alan B. Lancz & Associates, Inc.2,336$143.4K
Virtus Investment Advisers, Inc.1,768$108.5K
PEAK6 Investments LLC1,526$93.7K
Milestone Investment Advisors LLC1,278$78.4K
Focused Wealth Management, Inc863$53.0K
Advisory Services Network, LLC317$19.5K
TCI Wealth Advisors, Inc.243$14.9K
Washington Trust Advisors, Inc.111$6.81K
Capital Advisors, Ltd. LLC96$6.00K
Schubert & Co32$1.97K
Grey Fox Wealth Advisors, LLC13$798
WestEnd Advisors, LLC–$430

Not filed for Q2 2023 yet (2)

Institutions that held CMS Energy Corp at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Cerro Pacific Wealth Advisors LLC3,479$213.6K
Householder Group Estate & Retirement Specialist, LLC600$37.0K