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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 39,485 | $2.32M | 0.01% | −15,118−27.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 39,615 | $2.33M | 0.29% | −38,252−49.1% | Reduced |
| Pallas Capital Advisors LLC | 40,040 | $2.40M | 0.11% | +18,469+85.6% | Added |
| State of Alaska, Department of Revenue | 41,098 | $2.41M | 0.03% | −36,174−46.8% | Reduced |
| Shell Asset Management Co | 41,245 | $2.42M | 0.10% | −6,127−12.9% | Reduced |
| New York Life Investment Management LLC | 41,355 | $2.43M | 0.03% | +60+0.1% | Added |
| Fifth Third Bancorp | 41,453 | $2.44M | 0.01% | +1,115+2.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,475 | $2.44M | 0.04% | +14,326+52.8% | Added |
| Mutual of America Capital Management LLC | 41,947 | $2.46M | 0.03% | +272+0.7% | Added |
| Swiss Life Asset Management Ltd | 42,836 | $2.52M | 0.04% | +5,559+14.9% | Added |
| Bayesian Capital Management, LP | 43,453 | $2.55M | 0.27% | +43,453 | New |
| The PNC Financial Services Group, Inc. | 44,089 | $2.59M | 0.00% | +1,856+4.4% | Added |
| Janus Henderson Group PLC | 44,726 | $2.63M | 0.00% | −3,733−7.7% | Reduced |
| ProShare Advisors LLC | 44,799 | $2.63M | 0.01% | +953+2.2% | Added |
| Westpac Banking Corp | 45,255 | $2.66M | 0.19% | −31,763−41.2% | Reduced |
| Wakefield Asset Management LLLP | 48,147 | $2.83M | 1.13% | +48,147 | New |
| Cox Capital Mgt LLC | 48,419 | $2.84M | 2.10% | −91−0.2% | Reduced |
| Sigma Planning Corp | 49,868 | $2.93M | 0.11% | −1,734−3.4% | Reduced |
| Utah Retirement Systems | 49,908 | $2.93M | 0.04% | −1,600−3.1% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 50,690 | $2.98M | 0.31% | +18,755+58.7% | Added |
| First Citizens Bank & Trust Co | 51,226 | $3.01M | 0.06% | +12,424+32.0% | Added |
| CI Private Wealth, LLC | 51,603 | $3.02M | 0.01% | +5,496+11.9% | Added |
| Tredje AP-fonden | 52,641 | $3.09M | 0.04% | +52,641 | New |
| Capital International Inc | 53,438 | $3.14M | 0.06% | +16,489+44.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,308 | $3.19M | 0.01% | −49,031−47.4% | Reduced |
| First American Bank | 54,851 | $3.22M | 0.28% | +6,183+12.7% | Added |
| Covea Finance | 55,500 | $3.26M | 0.18% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 58,048 | $3.41M | 0.04% | +325+0.6% | Added |
| Intact Investment Management Inc. | 58,700 | $3.45M | 0.14% | +19,500+49.7% | Added |
| Assetmark, Inc | 58,904 | $3.46M | 0.01% | +7,066+13.6% | Added |
| DnB Asset Management AS | 58,982 | $3.47M | 0.02% | −408−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 60,196 | $3.54M | 0.01% | +17,207+40.0% | Added |
| DekaBank Deutsche Girozentrale | 60,632 | $3.54M | 0.01% | −7,501−11.0% | Reduced |
| Tudor Investment Corp Et Al | 60,783 | $3.57M | 0.06% | +60,783 | New |
| Texas Permanent School Fund | 61,145 | $3.59M | 0.03% | +421+0.7% | Added |
| Benjamin Edwards Inc | 61,325 | $3.60M | 0.84% | +1,611+2.7% | Added |
| Public Sector Pension Investment Board | 64,058 | $3.76M | 0.03% | −454−0.7% | Reduced |
| Forsta Ap-Fonden | 65,300 | $3.84M | 0.04% | −900−1.4% | Reduced |
| Retirement Systems of Alabama | 66,287 | $3.89M | 0.02% | −19,801−23.0% | Reduced |
| Commonwealth Equity Services, LLC | 67,062 | $3.94M | 0.01% | −40.0% | Reduced |
| USS Investment Management Ltd | 69,658 | $4.09M | 0.05% | 00.0% | Unchanged |
| Zimmer Partners, LP | 70,750 | $4.16M | 0.10% | −368,871−83.9% | Reduced |
| Van Eck Associates Corp | 70,881 | $4.16M | 0.01% | +2,186+3.2% | Added |
| Opus Investment Management Inc | 71,800 | $4.22M | 1.52% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 71,843 | $4.22M | 0.02% | +1,508+2.1% | Added |
| Amica Mutual Insurance Co | 72,325 | $4.25M | 0.48% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 72,651 | $4.27M | 0.02% | +68,874+1,823.5% | Added |
| Amalgamated Bank | 73,005 | $4.29M | 0.03% | −2,993−3.9% | Reduced |
| MetLife Investment Management | 74,007 | $4.35M | 0.03% | −1,118−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 74,390 | $4.37M | 0.02% | −710−0.9% | Reduced |
| Captrust Financial Advisors | 74,552 | $4.38M | 0.02% | −3,446−4.4% | Reduced |
| HighTower Advisors, LLC | 76,167 | $4.47M | 0.01% | +3,525+4.9% | Added |
| American International Group, Inc. | 78,970 | $4.64M | 0.03% | −74−0.1% | Reduced |
| Arizona State Retirement System | 79,594 | $4.68M | 0.04% | −4,790−5.7% | Reduced |
| Capital Group Private Client Services, Inc. | 79,668 | $4.68M | 0.06% | −1,728−2.1% | Reduced |
| State of Michigan Retirement System | 80,199 | $4.71M | 0.03% | +200+0.3% | Added |
| Intech Investment Management LLC | 81,343 | $4.78M | 0.05% | −294,795−78.4% | Reduced |
| Kempen Capital Management N.V. | 82,462 | $4.84M | 0.09% | +2,059+2.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 83,623 | $4.91M | 0.10% | 00.0% | Unchanged |
| Korea Investment CORP | 84,311 | $4.95M | 0.01% | −6,262−6.9% | Reduced |
| Decade Renewable Partners LP | 89,040 | $5.23M | 2.42% | −125,530−58.5% | Reduced |
| D. E. Shaw & Co., Inc. | 92,027 | $5.41M | 0.01% | −57,258−38.4% | Reduced |
| Logan Capital Management Inc | 93,460 | $5.49M | 0.26% | −1,206−1.3% | Reduced |
| Stifel Financial Corp | 93,606 | $5.50M | 0.01% | −1,651−1.7% | Reduced |
| IFM Investors Pty Ltd | 94,753 | $5.57M | 0.07% | +30,965+48.5% | Added |
| New England Asset Management Inc | 95,803 | $5.63M | 0.82% | +68,250+247.7% | Added |
| ING Groep NV | 96,662 | $5.68M | 0.04% | +5,868+6.5% | Added |
| Advisor Group Holdings, Inc. | 97,188 | $5.71M | 0.01% | +40,951+72.8% | Added |
| Chartwell Investment Partners, LLC | 97,986 | $5.76M | 0.21% | +25,146+34.5% | Added |
| Mattern Capital Management, LLC | 100,362 | $5.90M | 0.96% | +3,731+3.9% | Added |
| Cubist Systematic Strategies, LLC | 100,395 | $5.90M | 0.07% | −259,560−72.1% | Reduced |
| SEI Investments Co | 101,653 | $5.97M | 0.01% | −2,212−2.1% | Reduced |
| GQG Partners LLC | 102,093 | $6.00M | 0.01% | −24,532−19.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 104,400 | $6.13M | 0.04% | +369+0.4% | Added |
| Assenagon Asset Management S.A. | 107,098 | $6.29M | 0.02% | −342,922−76.2% | Reduced |
| NewSquare Capital LLC | 107,174 | $6.30M | 0.65% | +6,650+6.6% | Added |
| Guggenheim Capital LLC | 110,831 | $6.51M | 0.05% | −9,784−8.1% | Reduced |
| Howe & Rusling Inc | 115,565 | $6.79M | 0.76% | +231+0.2% | Added |
| Nicholas Company, Inc. | 119,925 | $7.05M | 0.13% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 121,581 | $7.14M | 0.02% | +8,981+8.0% | Added |
| Treasurer of the State of North Carolina | 127,140 | $7.47M | 0.04% | +540+0.4% | Added |
| HITE Hedge Asset Management LLC | 127,784 | $7.51M | 0.87% | −21,471−14.4% | Reduced |
| Andra AP-fonden | 127,900 | $7.51M | 0.19% | −8,800−6.4% | Reduced |
| Susquehanna International Group, LLP | 133,052 | $7.82M | 0.01% | −52,403−28.3% | Reduced |
| CIBC Asset Management Inc | 136,869 | $8.04M | 0.03% | −2,394−1.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 138,969 | $8.16M | 0.08% | −3,700−2.6% | Reduced |
| Calamos Advisors LLC | 142,474 | $8.37M | 0.04% | 00.0% | Unchanged |
| Holocene Advisors, LP | 146,035 | $8.58M | 0.04% | +46,575+46.8% | Added |
| Toronto Dominion Bank | 147,185 | $8.64M | 0.01% | +12,871+9.6% | Added |
| iA Global Asset Management Inc. | 149,631 | $8.79M | 0.23% | +149,631 | New |
| State of New Jersey Common Pension Fund D | 153,176 | $9.00M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 159,341 | $9.36M | 0.08% | +156,058+4,753.5% | Added |
| First American Trust, FSB | 160,517 | $9.43M | 1.30% | +2,969+1.9% | Added |
| Great West Life Assurance Co | 162,601 | $9.60M | 0.02% | −6,312−3.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 167,783 | $9.86M | 0.04% | −1,476−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 174,875 | $10.3M | 0.04% | +3,690+2.2% | Added |
| State of Wisconsin Investment Board | 180,392 | $10.6M | 0.03% | −9,584−5.0% | Reduced |
| AMF Pensionsforsakring AB | 180,883 | $10.6M | 0.10% | +180,883 | New |
| LPL Financial LLC | 181,999 | $10.7M | 0.01% | +17,427+10.6% | Added |
| AQR Capital Management LLC | 182,404 | $10.7M | 0.02% | −25,228−12.2% | Reduced |