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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 58,048 | $3.41M | 0.04% | +325+0.6% | Added |
| Covea Finance | 55,500 | $3.26M | 0.18% | 00.0% | Unchanged |
| First American Bank | 54,851 | $3.22M | 0.28% | +6,183+12.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,308 | $3.19M | 0.01% | −49,031−47.4% | Reduced |
| Capital International Inc | 53,438 | $3.14M | 0.06% | +16,489+44.6% | Added |
| Tredje AP-fonden | 52,641 | $3.09M | 0.04% | +52,641 | New |
| CI Private Wealth, LLC | 51,603 | $3.02M | 0.01% | +5,496+11.9% | Added |
| First Citizens Bank & Trust Co | 51,226 | $3.01M | 0.06% | +12,424+32.0% | Added |
| Mesirow Institutional Investment Management, Inc. | 50,690 | $2.98M | 0.31% | +18,755+58.7% | Added |
| Utah Retirement Systems | 49,908 | $2.93M | 0.04% | −1,600−3.1% | Reduced |
| Sigma Planning Corp | 49,868 | $2.93M | 0.11% | −1,734−3.4% | Reduced |
| Cox Capital Mgt LLC | 48,419 | $2.84M | 2.10% | −91−0.2% | Reduced |
| Wakefield Asset Management LLLP | 48,147 | $2.83M | 1.13% | +48,147 | New |
| Westpac Banking Corp | 45,255 | $2.66M | 0.19% | −31,763−41.2% | Reduced |
| ProShare Advisors LLC | 44,799 | $2.63M | 0.01% | +953+2.2% | Added |
| Janus Henderson Group PLC | 44,726 | $2.63M | 0.00% | −3,733−7.7% | Reduced |
| The PNC Financial Services Group, Inc. | 44,089 | $2.59M | 0.00% | +1,856+4.4% | Added |
| Bayesian Capital Management, LP | 43,453 | $2.55M | 0.27% | +43,453 | New |
| Swiss Life Asset Management Ltd | 42,836 | $2.52M | 0.04% | +5,559+14.9% | Added |
| Mutual of America Capital Management LLC | 41,947 | $2.46M | 0.03% | +272+0.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,475 | $2.44M | 0.04% | +14,326+52.8% | Added |
| Fifth Third Bancorp | 41,453 | $2.44M | 0.01% | +1,115+2.8% | Added |
| New York Life Investment Management LLC | 41,355 | $2.43M | 0.03% | +60+0.1% | Added |
| Shell Asset Management Co | 41,245 | $2.42M | 0.10% | −6,127−12.9% | Reduced |
| State of Alaska, Department of Revenue | 41,098 | $2.41M | 0.03% | −36,174−46.8% | Reduced |
| Pallas Capital Advisors LLC | 40,040 | $2.40M | 0.11% | +18,469+85.6% | Added |
| Dynamic Technology Lab Private Ltd | 39,615 | $2.33M | 0.29% | −38,252−49.1% | Reduced |
| Wealthfront Advisers LLC | 39,485 | $2.32M | 0.01% | −15,118−27.7% | Reduced |
| Nissay Asset Management Corp | 39,307 | $2.31M | 0.02% | −285−0.7% | Reduced |
| Richard Bernstein Advisors LLC | 39,140 | $2.30M | 0.05% | +22,124+130.0% | Added |
| Chatham Capital Group, Inc. | 39,105 | $2.30M | 0.48% | +39,105 | New |
| Allianz Asset Management GmbH | 38,788 | $2.28M | 0.00% | −16,001−29.2% | Reduced |
| Element Capital Management LLC | 38,254 | $2.25M | 0.15% | +2,031+5.6% | Added |
| Janney Montgomery Scott LLC | 38,105 | $2.24M | 0.01% | −2,238−5.5% | Reduced |
| Atria Investments LLC | 37,706 | $2.22M | 0.04% | +2,347+6.6% | Added |
| Xponance, Inc. | 37,380 | $2.20M | 0.03% | −154−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 37,297 | $2.19M | 0.01% | +191+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 37,010 | $2.17M | 0.00% | +6,168+20.0% | Added |
| Daiwa Securities Group Inc. | 36,143 | $2.12M | 0.01% | +13,671+60.8% | Added |
| Crossmark Global Holdings, Inc. | 34,349 | $2.10M | 0.05% | −553−1.6% | Reduced |
| Aquila Investment Management LLC | 35,000 | $2.06M | 1.68% | −17,000−32.7% | Reduced |
| Public Employees Retirement Association of Colorado | 34,691 | $2.04M | 0.01% | −617−1.7% | Reduced |
| Czech National Bank | 34,526 | $2.03M | 0.05% | +213+0.6% | Added |
| CIBC World Markets Corp | 34,181 | $2.01M | 0.02% | +19,452+132.1% | Added |
| Summit Global Investments | 33,499 | $1.97M | 0.13% | −1,168−3.4% | Reduced |
| Prudential PLC | 32,576 | $1.91M | 0.02% | −2,953−8.3% | Reduced |
| Teza Capital Management LLC | 32,493 | $1.91M | 0.31% | +18,562+133.2% | Added |
| Creative Planning | 32,025 | $1.88M | 0.00% | +4,669+17.1% | Added |
| WealthTrust Axiom LLC | 31,600 | $1.86M | 0.62% | 00.0% | Unchanged |
| Bank of Nova Scotia | 31,428 | $1.85M | 0.00% | +2,371+8.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 30,727 | $1.81M | 0.38% | −2,518−7.6% | Reduced |
| Gulf International Bank (UK) Ltd | 29,722 | $1.75M | 0.04% | −8,772−22.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 29,434 | $1.73M | 0.04% | −265−0.9% | Reduced |
| Kesler, Norman & Wride, LLC | 29,178 | $1.71M | 0.42% | +471+1.6% | Added |
| Waratah Capital Advisors Ltd. | 28,803 | $1.69M | 0.09% | +28,803 | New |
| First Manhattan Co | 28,449 | $1.67M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 28,408 | $1.67M | 0.00% | +897+3.3% | Added |
| Norinchukin Bank, The | 28,354 | $1.67M | 0.03% | +8,851+45.4% | Added |
| Gamco Investors, Inc. Et Al | 28,100 | $1.65M | 0.02% | −2,500−8.2% | Reduced |
| Dean Investment Associates, LLC | 27,067 | $1.59M | 0.26% | +1,474+5.8% | Added |
| Oxler Private Wealth LLC | 27,040 | $1.59M | 0.76% | +225+0.8% | Added |
| Rafferty Asset Management, LLC | 26,659 | $1.57M | 0.01% | +5,267+24.6% | Added |
| British Columbia Investment Management Corp | 26,289 | $1.54M | 0.01% | +538+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 26,186 | $1.54M | 0.01% | −281−1.1% | Reduced |
| Mackenzie Financial Corp | 25,419 | $1.52M | 0.00% | −28,704−53.0% | Reduced |
| Baird Financial Group, Inc. | 25,261 | $1.48M | 0.00% | −5,987−19.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,237 | $1.48M | 0.00% | +6,442+34.3% | Added |
| Mariner, LLC | 25,141 | $1.48M | 0.00% | +1,081+4.5% | Added |
| Exchange Capital Management, Inc. | 24,844 | $1.46M | 0.27% | −2,375−8.7% | Reduced |
| Hudson Bay Capital Management LP | 24,560 | $1.44M | 0.01% | −20,000−44.9% | Reduced |
| Point72 Middle East FZE | 24,179 | $1.42M | 0.08% | +3,583+17.4% | Added |
| Elo Mutual Pension Insurance Co | 24,060 | $1.41M | 0.04% | +777+3.3% | Added |
| Securian Asset Management, Inc | 23,673 | $1.39M | 0.04% | −360−1.5% | Reduced |
| Kentucky Retirement Systems | 23,450 | $1.38M | 0.05% | +421+1.8% | Added |
| Brasada Capital Management, LP | 23,450 | $1.38M | 0.30% | +109+0.5% | Added |
| Zhang Financial LLC | 23,324 | $1.37M | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,881 | $1.34M | 0.02% | −2,945−11.4% | Reduced |
| Oregon Public Employees Retirement Fund | 22,696 | $1.33M | 0.02% | +100+0.4% | Added |
| JustInvest LLC | 22,655 | $1.33M | 0.04% | +4,308+23.5% | Added |
| Steward Partners Investment Advisory, LLC | 22,312 | $1.31M | 0.02% | +2,943+15.2% | Added |
| Maryland State Retirement & Pension System | 22,205 | $1.30M | 0.03% | −560−2.5% | Reduced |
| Mercer Global Advisors Inc | 22,113 | $1.30M | 0.01% | −134−0.6% | Reduced |
| Teacher Retirement System of Texas | 22,049 | $1.29M | 0.01% | −47,856−68.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.29M | 0.19% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 21,338 | $1.25M | 0.05% | −3,184−13.0% | Reduced |
| Advisors Asset Management, Inc. | 20,564 | $1.21M | 0.02% | +3,270+18.9% | Added |
| Hartford Investment Management Co | 20,481 | $1.20M | 0.05% | −3,945−16.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,109 | $1.18M | 0.01% | +63+0.3% | Added |
| KBC Group NV | 20,007 | $1.18M | 0.00% | −1,664−7.7% | Reduced |
| Two Sigma Investments, LP | 19,865 | $1.17M | 0.00% | −28,868−59.2% | Reduced |
| Thrivent Financial for Lutherans | 19,910 | $1.17M | 0.00% | +7,407+59.2% | Added |
| Cipher Capital LP | 19,623 | $1.15M | 0.20% | −45,253−69.8% | Reduced |
| Los Angeles Capital Management LLC | 19,314 | $1.13M | 0.00% | −60.0% | Reduced |
| Avantax Advisory Services, Inc. | 19,160 | $1.13M | 0.01% | −268−1.4% | Reduced |
| Telemus Capital, LLC | 18,679 | $1.10M | 0.09% | −24−0.1% | Reduced |
| Chesley Taft & Associates LLC | 18,661 | $1.10M | 0.07% | +100+0.5% | Added |
| MML Investors Services, LLC | 18,186 | $1.07M | 0.01% | +10,642+141.1% | Added |
| Gateway Investment Advisers LLC | 18,085 | $1.06M | 0.01% | −338−1.8% | Reduced |
| 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 |