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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 183,002 | $10.8M | 0.10% | +3,862+2.2% | Added |
| Hennessy Advisors Inc | 184,598 | $10.8M | 0.78% | −3,600−1.9% | Reduced |
| Asset Management One Co.,Ltd. | 186,075 | $10.9M | 0.05% | +323+0.2% | Added |
| Wedge Capital Management L L P | 186,267 | $10.9M | 0.17% | −97,512−34.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 190,561 | $11.2M | 0.02% | +123,900+185.9% | Added |
| Voya Investment Management LLC | 191,903 | $11.3M | 0.01% | −752−0.4% | Reduced |
| Gabelli Funds LLC | 195,125 | $11.5M | 0.09% | 00.0% | Unchanged |
| Schroder Investment Management Group | 198,224 | $11.6M | 0.02% | +1,218+0.6% | Added |
| Illinois Municipal Retirement Fund | 201,083 | $11.8M | 0.24% | +21,970+12.3% | Added |
| Epoch Investment Partners, Inc. | 201,603 | $11.8M | 0.07% | +8,238+4.3% | Added |
| BNP Paribas Arbitrage, SA | 215,257 | $12.6M | 0.02% | −30,171−12.3% | Reduced |
| Covalis Capital LLP | 217,077 | $12.8M | 2.76% | −48,676−18.3% | Reduced |
| Nisa Investment Advisors, LLC | 219,659 | $12.9M | 0.09% | −8,574−3.8% | Reduced |
| Squarepoint Ops LLC | 224,735 | $13.2M | 0.07% | +5,563+2.5% | Added |
| Manufacturers Life Insurance Company, The | 226,574 | $13.3M | 0.01% | −3,845−1.7% | Reduced |
| Alerus Financial NA | 232,411 | $13.7M | 1.16% | +104,105+81.1% | Added |
| Ensign Peak Advisors, Inc | 235,138 | $13.8M | 0.03% | +94,790+67.5% | Added |
| Lighthouse Investment Partners, LLC | 245,755 | $14.4M | 1.10% | +104,372+73.8% | Added |
| Verition Fund Management LLC | 257,401 | $15.1M | 0.24% | −158,681−38.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 261,044 | $15.3M | 0.04% | −9,788−3.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 263,152 | $15.5M | 0.03% | +25,702+10.8% | Added |
| Prudential Financial Inc | 265,257 | $15.6M | 0.02% | +2,688+1.0% | Added |
| Jane Street Group, LLC | 265,666 | $15.6M | 0.02% | +239,714+923.7% | Added |
| New York State Common Retirement Fund | 266,629 | $15.7M | 0.02% | −42,639−13.8% | Reduced |
| LMR Partners LLP | 269,636 | $15.8M | 0.36% | +111,696+70.7% | Added |
| Greenland Capital Management LP | 270,474 | $15.9M | 2.28% | +270,474 | New |
| Susquehanna Fundamental Investments, LLC | 273,434 | $16.1M | 0.59% | 00.0% | Unchanged |
| Putnam Investments LLC | 279,320 | $16.4M | 0.02% | +11,603+4.3% | Added |
| US Bancorp | 280,054 | $16.5M | 0.03% | −14,945−5.1% | Reduced |
| Martingale Asset Management L P | 282,843 | $16.6M | 0.32% | −62,498−18.1% | Reduced |
| AE Wealth Management LLC | 282,888 | $16.6M | 0.10% | −485−0.2% | Reduced |
| HSBC Holdings PLC | 296,686 | $17.4M | 0.02% | −17,774−5.7% | Reduced |
| New York State Teachers Retirement System | 303,576 | $17.8M | 0.04% | −10,003−3.2% | Reduced |
| Keybank National Association | 303,796 | $17.8M | 0.08% | −23,270−7.1% | Reduced |
| FMR LLC | 314,545 | $18.5M | 0.00% | +102,552+48.4% | Added |
| Eventide Asset Management, LLC | 321,314 | $18.9M | 0.32% | +208,783+185.5% | Added |
| Bahl & Gaynor Inc | 343,401 | $20.2M | 0.12% | +30,983+9.9% | Added |
| State Board of Administration of Florida Retirement System | 343,410 | $20.2M | 0.04% | −18,753−5.2% | Reduced |
| Lord, Abbett & Co. LLC | 347,140 | $20.4M | 0.07% | +1100.0% | Added |
| Principal Financial Group Inc | 360,322 | $21.2M | 0.01% | −18,399−4.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 368,119 | $21.6M | 0.03% | +34,348+10.3% | Added |
| Russell Investments Group, Ltd. | 371,227 | $21.8M | 0.04% | −99,353−21.1% | Reduced |
| Alliancebernstein L.P. | 372,010 | $21.9M | 0.01% | +10,252+2.8% | Added |
| Raymond James & Associates | 392,584 | $23.1M | 0.02% | −12,849−3.2% | Reduced |
| National Pension Service | 401,129 | $23.4M | 0.04% | +7,224+1.8% | Added |
| RWC Asset Management LLP | 401,673 | $23.6M | 1.14% | +45,935+12.9% | Added |
| CIBC Private Wealth Group, LLC | 405,130 | $23.8M | 0.05% | +75,387+22.9% | Added |
| National Bank of Canada | 407,525 | $24.3M | 0.05% | +319,472+362.8% | Added |
| Bruce & Co., Inc. | 416,755 | $24.5M | 6.87% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 439,276 | $25.8M | 0.11% | +20,600+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 442,796 | $26.0M | 0.62% | +18,336+4.3% | Added |
| California State Teachers Retirement System | 450,774 | $26.5M | 0.04% | −7,870−1.7% | Reduced |
| M&T Bank Corp | 461,585 | $27.1M | 0.10% | −1,406−0.3% | Reduced |
| Victory Capital Management Inc | 471,684 | $27.7M | 0.03% | −357,397−43.1% | Reduced |
| Cidel Asset Management Inc | 479,843 | $28.2M | 1.28% | −1,815−0.4% | Reduced |
| Empower Advisory Group, LLC | 481,219 | $28.3M | 0.12% | +8,351+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 514,496 | $30.2M | 0.26% | +466,639+975.1% | Added |
| Citigroup Inc | 516,337 | $30.3M | 0.04% | −1,506,834−74.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 538,072 | $31.6M | 0.25% | +46,380+9.4% | Added |
| Envestnet Asset Management Inc | 550,430 | $32.3M | 0.01% | +152,227+38.2% | Added |
| Truist Financial Corp | 555,297 | $32.6M | 0.05% | +24,327+4.6% | Added |
| UBS Group AG | 558,214 | $32.8M | 0.01% | +283,938+103.5% | Added |
| Voloridge Investment Management, LLC | 660,494 | $38.8M | 0.18% | −62,179−8.6% | Reduced |
| Rhumbline Advisers | 667,653 | $39.2M | 0.04% | +21,757+3.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 672,415 | $39.5M | 0.44% | +143,711+27.2% | Added |
| Royal Bank of Canada | 725,026 | $42.6M | 0.01% | +24,160+3.4% | Added |
| Canada Pension Plan Investment Board | 737,120 | $43.3M | 0.07% | +81,000+12.3% | Added |
| Partners Group Holding AG | 748,844 | $44.0M | 3.65% | −8,473−1.1% | Reduced |
| TD Asset Management Inc | 759,573 | $44.6M | 0.05% | −40,659−5.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 773,741 | $45.5M | 0.04% | −107,663−12.2% | Reduced |
| APG Asset Management N.V. | 859,282 | $46.3M | 0.09% | −81,264−8.6% | Reduced |
| STRS Ohio | 819,460 | $48.1M | 0.20% | +445,417+119.1% | Added |
| Energy Income Partners, LLC | 850,037 | $49.9M | 1.06% | +312,794+58.2% | Added |
| Barclays PLC | 850,148 | $49.9M | 0.03% | +506,745+147.6% | Added |
| Miller Howard Investments Inc | 915,934 | $53.8M | 1.92% | −39,160−4.1% | Reduced |
| Millennium Management LLC | 916,458 | $53.8M | 0.06% | +594,167+184.4% | Added |
| Credit Suisse AG | 973,355 | $57.2M | 0.06% | +140,055+16.8% | Added |
| Nuveen Asset Management, LLC | 985,155 | $57.9M | 0.02% | +183,059+22.8% | Added |
| Echo Street Capital Management LLC | 989,399 | $58.1M | 0.50% | −1,645,945−62.5% | Reduced |
| Cohen & Steers, Inc. | 1,033,080 | $60.7M | 0.13% | +467,340+82.6% | Added |
| Swiss National Bank | 1,053,200 | $61.9M | 0.04% | −98,800−8.6% | Reduced |
| Dimensional Fund Advisors LP | 1,054,993 | $62.0M | 0.02% | +40,402+4.0% | Added |
| 1832 Asset Management L.P. | 1,086,024 | $63.8M | 0.12% | +119,666+12.4% | Added |
| Deutsche Bank AG | 1,094,262 | $64.3M | 0.03% | −55,984−4.9% | Reduced |
| Brookfield Asset Management Inc. | 1,172,726 | $68.9M | 0.27% | +1,167,948+24,444.3% | Added |
| UniSuper Management Pty Ltd | 1,184,345 | $69.6M | 0.79% | +1,184,345 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,186,851 | $69.7M | 0.11% | +161,707+15.8% | Added |
| Cbre Clarion Securities LLC | 1,190,165 | $69.9M | 1.25% | −46,655−3.8% | Reduced |
| UBS Asset Management Americas Inc | 1,198,440 | $73.6M | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,262,823 | $74.2M | 0.21% | −213,089−14.4% | Reduced |
| First Trust Advisors LP | 1,386,962 | $81.5M | 0.09% | −33,386−2.4% | Reduced |
| Citadel Advisors LLC | 1,433,895 | $84.2M | 0.09% | +291,577+25.5% | Added |
| Charles Schwab Investment Management Inc | 1,613,512 | $94.8M | 0.03% | +10,858+0.7% | Added |
| Amundi | 1,590,062 | $95.1M | 0.05% | +697,867+78.2% | Added |
| Macquarie Group Ltd | 1,651,017 | $97.0M | 0.11% | +416,763+33.8% | Added |
| Bank of Montreal | 1,621,005 | $99.3M | 0.06% | +153,250+10.4% | Added |
| Ceredex Value Advisors LLC | 1,740,936 | $102.3M | 1.65% | −327,728−15.8% | Reduced |
| California Public Employees Retirement System | 1,806,159 | $106.1M | 0.09% | −28,648−1.6% | Reduced |
| Reaves W H & Co Inc | 1,892,230 | $111.2M | 4.10% | +551,555+41.1% | Added |
| Norges Bank | 1,903,180 | $111.8M | 0.02% | −420,796−18.1% | Reduced |