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 | $20.5B |
| 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, 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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 14,110 | $829.0K | 0.04% | +700+5.2% | Added |
| Integrated Investment Consultants, LLC | 14,154 | $831.5K | 0.26% | −4,533−24.3% | Reduced |
| Sumitomo Life Insurance Co | 14,225 | $835.7K | 0.04% | −1,447−9.2% | Reduced |
| Cresset Asset Management, LLC | 14,487 | $851.1K | 0.01% | +14,487 | New |
| Trexquant Investment LP | 14,545 | $854.5K | 0.02% | −50,245−77.6% | Reduced |
| Mattern Wealth Management LLC | 14,555 | $855.1K | 0.25% | +3,240+28.6% | Added |
| Horizon Kinetics Asset Management LLC | 14,575 | $856.3K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 14,638 | $860.0K | 0.49% | +11,839+423.0% | Added |
| Metis Global Partners, LLC | 14,848 | $872.3K | 0.05% | +5,710+62.5% | Added |
| Centiva Capital, LP | 15,256 | $896.3K | 0.05% | +7,453+95.5% | Added |
| Pettee Investors, Inc. | 15,368 | $902.9K | 0.41% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 15,556 | $913.9K | 0.01% | +1,694+12.2% | Added |
| Orion Portfolio Solutions, LLC | 15,556 | $913.9K | 0.01% | +1,694+12.2% | Added |
| Vestcor Inc | 15,616 | $917.0K | 0.03% | +8,780+128.4% | Added |
| National Asset Management, Inc. | 15,928 | $935.8K | 0.02% | +9,106+133.5% | Added |
| Nordea Investment Management AB | 16,168 | $949.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 16,300 | $958.0K | 0.05% | +16,300 | New |
| Quantbot Technologies LP | 16,372 | $961.9K | 0.06% | +14,102+621.2% | Added |
| Private Advisor Group, LLC | 16,466 | $967.4K | 0.01% | −200−1.2% | Reduced |
| Neuberger Berman Group LLC | 16,570 | $973.5K | 0.00% | −1,477−8.2% | Reduced |
| Moody National Bank Trust Division | 16,619 | $976.4K | 0.07% | −12−0.1% | Reduced |
| Mirabella Financial Services LLP | 16,799 | $986.9K | 0.11% | +9,111+118.5% | Added |
| Jefferies Financial Group Inc. | 16,909 | $993.4K | 0.02% | +16,909 | New |
| HB Wealth Management, LLC | 16,920 | $994.0K | 0.02% | −1,521−8.2% | Reduced |
| Ostrum Asset Management | 17,056 | $1.00M | 0.08% | +51+0.3% | Added |
| BLB&B Advisors, LLC | 17,414 | $1.02M | 0.07% | −1,131−6.1% | Reduced |
| First Republic Investment Management, Inc. | 17,749 | $1.04M | 0.01% | −2,635−12.9% | Reduced |
| Pacer Advisors, Inc. | 17,879 | $1.05M | 0.00% | +130+0.7% | Added |
| Community Capital Management, Inc. | 18,000 | $1.06M | 1.47% | −3,100−14.7% | Reduced |
| Louisiana State Employees Retirement System | 18,000 | $1.06M | 0.02% | −900−4.8% | Reduced |
| Gateway Investment Advisers LLC | 18,085 | $1.06M | 0.01% | −338−1.8% | Reduced |
| MML Investors Services, LLC | 18,186 | $1.07M | 0.01% | +10,642+141.1% | Added |
| Chesley Taft & Associates LLC | 18,661 | $1.10M | 0.07% | +100+0.5% | Added |
| Telemus Capital, LLC | 18,679 | $1.10M | 0.09% | −24−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 19,160 | $1.13M | 0.01% | −268−1.4% | Reduced |
| Los Angeles Capital Management LLC | 19,314 | $1.13M | 0.00% | −60.0% | Reduced |
| Cipher Capital LP | 19,623 | $1.15M | 0.20% | −45,253−69.8% | Reduced |
| Thrivent Financial for Lutherans | 19,910 | $1.17M | 0.00% | +7,407+59.2% | Added |
| Two Sigma Investments, LP | 19,865 | $1.17M | 0.00% | −28,868−59.2% | Reduced |
| KBC Group NV | 20,007 | $1.18M | 0.00% | −1,664−7.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,109 | $1.18M | 0.01% | +63+0.3% | Added |
| Hartford Investment Management Co | 20,481 | $1.20M | 0.05% | −3,945−16.2% | Reduced |
| Advisors Asset Management, Inc. | 20,564 | $1.21M | 0.02% | +3,270+18.9% | Added |
| Engineers Gate Manager LP | 21,338 | $1.25M | 0.05% | −3,184−13.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.29M | 0.19% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 22,049 | $1.29M | 0.01% | −47,856−68.5% | Reduced |
| Mercer Global Advisors Inc | 22,113 | $1.30M | 0.01% | −134−0.6% | Reduced |
| Maryland State Retirement & Pension System | 22,205 | $1.30M | 0.03% | −560−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,312 | $1.31M | 0.02% | +2,943+15.2% | Added |
| JustInvest LLC | 22,655 | $1.33M | 0.04% | +4,308+23.5% | Added |
| Oregon Public Employees Retirement Fund | 22,696 | $1.33M | 0.02% | +100+0.4% | Added |
| GWM Advisors LLC | 22,881 | $1.34M | 0.02% | −2,945−11.4% | Reduced |
| Zhang Financial LLC | 23,324 | $1.37M | 0.14% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 23,450 | $1.38M | 0.30% | +109+0.5% | Added |
| Kentucky Retirement Systems | 23,450 | $1.38M | 0.05% | +421+1.8% | Added |
| Securian Asset Management, Inc | 23,673 | $1.39M | 0.04% | −360−1.5% | Reduced |
| Elo Mutual Pension Insurance Co | 24,060 | $1.41M | 0.04% | +777+3.3% | Added |
| Point72 Middle East FZE | 24,179 | $1.42M | 0.08% | +3,583+17.4% | Added |
| Hudson Bay Capital Management LP | 24,560 | $1.44M | 0.01% | −20,000−44.9% | Reduced |
| Exchange Capital Management, Inc. | 24,844 | $1.46M | 0.27% | −2,375−8.7% | Reduced |
| Mariner, LLC | 25,141 | $1.48M | 0.00% | +1,081+4.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,237 | $1.48M | 0.00% | +6,442+34.3% | Added |
| Baird Financial Group, Inc. | 25,261 | $1.48M | 0.00% | −5,987−19.2% | Reduced |
| Mackenzie Financial Corp | 25,419 | $1.52M | 0.00% | −28,704−53.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,186 | $1.54M | 0.01% | −281−1.1% | Reduced |
| British Columbia Investment Management Corp | 26,289 | $1.54M | 0.01% | +538+2.1% | Added |
| Rafferty Asset Management, LLC | 26,659 | $1.57M | 0.01% | +5,267+24.6% | Added |
| Oxler Private Wealth LLC | 27,040 | $1.59M | 0.76% | +225+0.8% | Added |
| Dean Investment Associates, LLC | 27,067 | $1.59M | 0.26% | +1,474+5.8% | Added |
| Gamco Investors, Inc. Et Al | 28,100 | $1.65M | 0.02% | −2,500−8.2% | Reduced |
| Norinchukin Bank, The | 28,354 | $1.67M | 0.03% | +8,851+45.4% | Added |
| American Century Companies Inc | 28,408 | $1.67M | 0.00% | +897+3.3% | Added |
| First Manhattan Co | 28,449 | $1.67M | 0.01% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 28,803 | $1.69M | 0.09% | +28,803 | New |
| Kesler, Norman & Wride, LLC | 29,178 | $1.71M | 0.42% | +471+1.6% | Added |
| Ferguson Wellman Capital Management, Inc | 29,434 | $1.73M | 0.04% | −265−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 29,722 | $1.75M | 0.04% | −8,772−22.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 30,727 | $1.81M | 0.38% | −2,518−7.6% | Reduced |
| Bank of Nova Scotia | 31,428 | $1.85M | 0.00% | +2,371+8.2% | Added |
| WealthTrust Axiom LLC | 31,600 | $1.86M | 0.62% | 00.0% | Unchanged |
| Creative Planning | 32,025 | $1.88M | 0.00% | +4,669+17.1% | Added |
| Teza Capital Management LLC | 32,493 | $1.91M | 0.31% | +18,562+133.2% | Added |
| Prudential PLC | 32,576 | $1.91M | 0.02% | −2,953−8.3% | Reduced |
| Summit Global Investments | 33,499 | $1.97M | 0.13% | −1,168−3.4% | Reduced |
| CIBC World Markets Corp | 34,181 | $2.01M | 0.02% | +19,452+132.1% | Added |
| Czech National Bank | 34,526 | $2.03M | 0.05% | +213+0.6% | Added |
| Public Employees Retirement Association of Colorado | 34,691 | $2.04M | 0.01% | −617−1.7% | Reduced |
| Aquila Investment Management LLC | 35,000 | $2.06M | 1.68% | −17,000−32.7% | Reduced |
| Crossmark Global Holdings, Inc. | 34,349 | $2.10M | 0.05% | −553−1.6% | Reduced |
| Daiwa Securities Group Inc. | 36,143 | $2.12M | 0.01% | +13,671+60.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 37,010 | $2.17M | 0.00% | +6,168+20.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 37,297 | $2.19M | 0.01% | +191+0.5% | Added |
| Xponance, Inc. | 37,380 | $2.20M | 0.03% | −154−0.4% | Reduced |
| Atria Investments LLC | 37,706 | $2.22M | 0.04% | +2,347+6.6% | Added |
| Janney Montgomery Scott LLC | 38,105 | $2.24M | 0.01% | −2,238−5.5% | Reduced |
| Element Capital Management LLC | 38,254 | $2.25M | 0.15% | +2,031+5.6% | Added |
| Allianz Asset Management GmbH | 38,788 | $2.28M | 0.00% | −16,001−29.2% | Reduced |
| Chatham Capital Group, Inc. | 39,105 | $2.30M | 0.48% | +39,105 | New |
| Richard Bernstein Advisors LLC | 39,140 | $2.30M | 0.05% | +22,124+130.0% | Added |
| Nissay Asset Management Corp | 39,307 | $2.31M | 0.02% | −285−0.7% | Reduced |