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, Q3 2023
Institutional positions in CMS Energy Corp as of Sep 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
- 618
- −4 vs. Q2 2023
- Shares held
- 276.1M
- +3.38M (+1.2%) vs. Q2 2023
- Total value
- $14.7B
- −$1.38B (−8.6%) vs. Q2 2023
- New holders
- 65
- 208 more added
- Sold out
- 69
- 241 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,222,353 | $1.98B | 0.05% | −292,013−0.8% | Reduced |
| BlackRock Inc. | 26,380,656 | $1.40B | 0.04% | −368,547−1.4% | Reduced |
| JPMorgan Chase & Co | 21,112,670 | $1.12B | 0.13% | −80,531−0.4% | Reduced |
| State Street Corp | 16,594,188 | $881.3M | 0.05% | −989,322−5.6% | Reduced |
| Ameriprise Financial Inc | 6,872,670 | $364.2M | 0.12% | −214,109−3.0% | Reduced |
| Geode Capital Management, LLC | 6,638,007 | $351.8M | 0.04% | +124,882+1.9% | Added |
| Wells Fargo & Company | 6,288,663 | $334.0M | 0.10% | −38,832−0.6% | Reduced |
| Morgan Stanley | 5,592,469 | $297.0M | 0.03% | −74,640−1.3% | Reduced |
| Capital Research Global Investors | 5,527,573 | $293.6M | 0.08% | +969,177+21.3% | Added |
| Price T Rowe Associates Inc | 5,349,480 | $284.1M | 0.04% | −1,226,433−18.7% | Reduced |
| Capital International Investors | 4,974,085 | $264.1M | 0.07% | −6,102,906−55.1% | Reduced |
| Pictet Asset Management Holding SA | 4,698,318 | $249.5M | 0.31% | +4,698,318 | New |
| Invesco Ltd. | 4,663,108 | $247.7M | 0.07% | +317,682+7.3% | Added |
| Bank of New York Mellon Corp | 4,518,210 | $240.0M | 0.05% | −88,916−1.9% | Reduced |
| Franklin Resources Inc | 3,424,221 | $181.9M | 0.09% | −80,092−2.3% | Reduced |
| Legal & General Group Plc | 3,333,406 | $177.0M | 0.06% | −45,405−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 3,200,530 | $170.0M | 2.18% | +1,211,633+60.9% | Added |
| Amundi | 3,120,340 | $168.6M | 0.08% | +1,530,278+96.2% | Added |
| Magellan Asset Management Ltd | 3,163,689 | $168.0M | 1.79% | −80,278−2.5% | Reduced |
| Standard Life Aberdeen plc | 3,144,280 | $167.0M | 0.43% | +58,405+1.9% | Added |
| Caisse de Depot Et Placement du Quebec | 3,054,137 | $162.2M | 0.47% | +570,800+23.0% | Added |
| Northern Trust Corp | 3,000,557 | $159.4M | 0.03% | +5,657+0.2% | Added |
| FIL Ltd | 2,887,141 | $153.3M | 0.18% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 2,573,533 | $136.7M | 0.05% | +3,299+0.1% | Added |
| Perpetual Ltd | 2,465,221 | $130.9M | 1.35% | +102,239+4.3% | Added |
| Goldman Sachs Group Inc | 2,406,908 | $127.8M | 0.03% | −94,492−3.8% | Reduced |
| Duff & Phelps Investment Management Co | 2,211,268 | $117.4M | 1.55% | −15,923−0.7% | Reduced |
| Citadel Advisors LLC | 2,204,697 | $117.1M | 0.13% | +770,802+53.8% | Added |
| Zimmer Partners, LP | 2,123,345 | $112.8M | 2.98% | +2,052,595+2,901.2% | Added |
| Jennison Associates LLC | 2,112,891 | $112.2M | 0.10% | −42,457−2.0% | Reduced |
| Bank of America Corp | 2,064,751 | $109.7M | 0.01% | −77,322−3.6% | Reduced |
| Norges Bank | 1,871,250 | $99.4M | 0.02% | −31,930−1.7% | Reduced |
| Ceredex Value Advisors LLC | 1,847,108 | $98.1M | 1.73% | +106,172+6.1% | Added |
| California Public Employees Retirement System | 1,833,803 | $97.4M | 0.08% | +27,644+1.5% | Added |
| Reaves W H & Co Inc | 1,806,185 | $95.9M | 3.80% | −86,045−4.5% | Reduced |
| American Century Companies Inc | 1,740,776 | $92.5M | 0.07% | +1,712,368+6,027.8% | Added |
| Balyasny Asset Management LLC | 1,719,841 | $91.3M | 0.26% | +457,018+36.2% | Added |
| Charles Schwab Investment Management Inc | 1,640,072 | $87.1M | 0.02% | +26,560+1.6% | Added |
| UBS Asset Management Americas Inc | 1,524,373 | $81.0M | 0.04% | +325,933+27.2% | Added |
| Bank of Montreal | 1,390,500 | $79.7M | 0.05% | −230,505−14.2% | Reduced |
| First Trust Advisors LP | 1,369,953 | $72.8M | 0.09% | −17,009−1.2% | Reduced |
| 1832 Asset Management L.P. | 1,280,808 | $68.0M | 0.14% | +194,784+17.9% | Added |
| Millennium Management LLC | 1,258,082 | $66.8M | 0.07% | +341,624+37.3% | Added |
| Brookfield Asset Management Inc. | 1,221,036 | $64.8M | 0.41% | +48,310+4.1% | Added |
| Nuveen Asset Management, LLC | 1,170,449 | $62.2M | 0.02% | +185,294+18.8% | Added |
| Cbre Clarion Securities LLC | 1,081,129 | $57.4M | 1.15% | −109,036−9.2% | Reduced |
| Macquarie Group Ltd | 1,443,819 | $56.4M | 0.07% | −207,198−12.5% | Reduced |
| Cohen & Steers, Inc. | 1,033,080 | $54.9M | 0.13% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,022,905 | $54.3M | 0.08% | −163,946−13.8% | Reduced |
| Dimensional Fund Advisors LP | 1,020,215 | $54.2M | 0.02% | −34,778−3.3% | Reduced |
| Echo Street Capital Management LLC | 996,192 | $52.9M | 0.49% | +6,793+0.7% | Added |
| Swiss National Bank | 938,100 | $49.8M | 0.04% | −115,100−10.9% | Reduced |
| Credit Suisse AG | 919,757 | $48.8M | 0.05% | −53,598−5.5% | Reduced |
| Energy Income Partners, LLC | 887,178 | $47.1M | 1.07% | +37,141+4.4% | Added |
| Miller Howard Investments Inc | 885,105 | $47.0M | 1.72% | −30,829−3.4% | Reduced |
| STRS Ohio | 863,810 | $45.9M | 0.20% | +44,350+5.4% | Added |
| FMR LLC | 855,410 | $45.4M | 0.00% | +540,865+172.0% | Added |
| Deutsche Bank AG | 845,076 | $44.9M | 0.03% | −249,186−22.8% | Reduced |
| UniSuper Management Pty Ltd | 841,429 | $44.7M | 0.55% | −342,916−29.0% | Reduced |
| APG Asset Management N.V. | 838,885 | $44.6M | 0.09% | −20,397−2.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 765,504 | $40.7M | 0.03% | −8,237−1.1% | Reduced |
| Partners Group Holding AG | 717,771 | $38.1M | 3.57% | −31,073−4.1% | Reduced |
| Envestnet Asset Management Inc | 710,329 | $37.7M | 0.02% | +159,899+29.0% | Added |
| Royal Bank of Canada | 678,940 | $36.1M | 0.01% | −46,086−6.4% | Reduced |
| Rhumbline Advisers | 653,428 | $34.7M | 0.04% | −14,225−2.1% | Reduced |
| TD Asset Management Inc | 638,173 | $33.9M | 0.04% | −121,400−16.0% | Reduced |
| Barclays PLC | 629,664 | $33.4M | 0.02% | −220,484−25.9% | Reduced |
| iA Global Asset Management Inc. | 580,815 | $30.8M | 0.81% | +431,184+288.2% | Added |
| Truist Financial Corp | 569,888 | $30.3M | 0.05% | +14,591+2.6% | Added |
| Canada Pension Plan Investment Board | 556,720 | $29.6M | 0.04% | −180,400−24.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 538,296 | $28.6M | 0.24% | +2240.0% | Added |
| UBS Group AG | 514,475 | $27.3M | 0.01% | −43,739−7.8% | Reduced |
| Cidel Asset Management Inc | 502,277 | $26.7M | 1.33% | +22,434+4.7% | Added |
| Victory Capital Management Inc | 497,407 | $26.4M | 0.03% | +25,723+5.5% | Added |
| M&T Bank Corp | 461,919 | $24.5M | 0.10% | +334+0.1% | Added |
| HSBC Holdings PLC | 460,191 | $24.4M | 0.03% | +163,505+55.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 450,691 | $23.9M | 0.56% | +7,895+1.8% | Added |
| CIBC Private Wealth Group, LLC | 449,137 | $23.9M | 0.06% | +44,007+10.9% | Added |
| Empower Advisory Group, LLC | 440,197 | $23.4M | 0.10% | −41,022−8.5% | Reduced |
| Aviva PLC | 436,112 | $23.2M | 0.10% | +431,830+10,084.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 433,070 | $23.0M | 0.26% | −239,345−35.6% | Reduced |
| National Pension Service | 420,134 | $22.7M | 0.04% | +19,005+4.7% | Added |
| Citigroup Inc | 422,055 | $22.4M | 0.03% | −94,282−18.3% | Reduced |
| California State Teachers Retirement System | 420,707 | $22.3M | 0.03% | −30,067−6.7% | Reduced |
| Raymond James & Associates | 417,111 | $22.2M | 0.02% | +24,527+6.2% | Added |
| RWC Asset Management LLP | 406,853 | $21.6M | 1.41% | +5,180+1.3% | Added |
| Susquehanna International Group, LLP | 375,210 | $19.9M | 0.03% | +242,158+182.0% | Added |
| Principal Financial Group Inc | 369,815 | $19.6M | 0.01% | +9,493+2.6% | Added |
| Bruce & Co., Inc. | 356,000 | $18.9M | 6.44% | −60,755−14.6% | Reduced |
| National Bank of Canada | 366,057 | $18.8M | 0.03% | −41,468−10.2% | Reduced |
| Alliancebernstein L.P. | 351,344 | $18.7M | 0.01% | −20,666−5.6% | Reduced |
| Lord, Abbett & Co. LLC | 347,140 | $18.4M | 0.07% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 342,888 | $18.2M | 0.12% | −513−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 339,658 | $18.0M | 0.22% | +239,263+238.3% | Added |
| State Board of Administration of Florida Retirement System | 339,650 | $18.0M | 0.04% | −3,760−1.1% | Reduced |
| Eventide Asset Management, LLC | 331,358 | $17.6M | 0.32% | +10,044+3.1% | Added |
| Russell Investments Group, Ltd. | 309,271 | $16.4M | 0.03% | −61,956−16.7% | Reduced |
| Epoch Investment Partners, Inc. | 302,221 | $16.1M | 0.10% | +100,618+49.9% | Added |
| New York State Teachers Retirement System | 301,203 | $16.0M | 0.04% | −2,373−0.8% | Reduced |
| US Bancorp | 296,221 | $15.9M | 0.03% | +16,167+5.8% | Added |