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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 16,168 | $862.9K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 16,334 | $867.5K | 0.00% | −1,415−8.0% | Reduced |
| Pearl River Capital, LLC | 16,417 | $871.9K | 0.14% | +16,417 | New |
| Prospera Financial Services Inc | 16,613 | $882.2K | 0.03% | +4,373+35.7% | Added |
| Mercer Global Advisors Inc | 16,691 | $886.0K | 0.00% | −5,422−24.5% | Reduced |
| IFP Advisors, Inc | 16,845 | $894.6K | 0.04% | +11,038+190.1% | Added |
| Dynamic Technology Lab Private Ltd | 16,908 | $898.0K | 0.09% | −22,707−57.3% | Reduced |
| MML Investors Services, LLC | 16,913 | $898.0K | 0.00% | −1,273−7.0% | Reduced |
| Telemus Capital, LLC | 17,013 | $903.6K | 0.08% | −1,666−8.9% | Reduced |
| KBC Group NV | 17,185 | $913.0K | 0.00% | −2,822−14.1% | Reduced |
| HB Wealth Management, LLC | 17,353 | $921.6K | 0.01% | +433+2.6% | Added |
| Glenmede Trust Co NA | 17,411 | $924.7K | 0.01% | +4,794+38.0% | Added |
| SG Americas Securities, LLC | 17,425 | $925.0K | 0.01% | −141,916−89.1% | Reduced |
| Private Advisor Group, LLC | 17,484 | $928.6K | 0.01% | +1,018+6.2% | Added |
| Metis Global Partners, LLC | 17,538 | $931.4K | 0.05% | +2,690+18.1% | Added |
| Chesley Taft & Associates LLC | 17,736 | $942.0K | 0.06% | −925−5.0% | Reduced |
| Neuberger Berman Group LLC | 17,781 | $944.4K | 0.00% | +1,211+7.3% | Added |
| JustInvest LLC | 17,788 | $944.7K | 0.03% | −4,867−21.5% | Reduced |
| Gateway Investment Advisers LLC | 18,087 | $960.6K | 0.01% | +20.0% | Added |
| Louisiana State Employees Retirement System | 18,100 | $961.3K | 0.02% | +100+0.6% | Added |
| Mattern Wealth Management LLC | 18,543 | $984.8K | 0.29% | +3,988+27.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,668 | $991.5K | 0.00% | +18,668 | New |
| Moody National Bank Trust Division | 19,434 | $1.03M | 0.07% | +2,815+16.9% | Added |
| Thrivent Financial for Lutherans | 19,915 | $1.05M | 0.00% | +50.0% | Added |
| Hartford Investment Management Co | 19,916 | $1.06M | 0.04% | −565−2.8% | Reduced |
| Opus Investment Management Inc | 20,000 | $1.06M | 0.65% | −51,800−72.1% | Reduced |
| Avantax Advisory Services, Inc. | 20,335 | $1.08M | 0.01% | +1,175+6.1% | Added |
| Brinker Capital Investments, LLC | 20,415 | $1.08M | 0.01% | +4,859+31.2% | Added |
| Orion Portfolio Solutions, LLC | 20,415 | $1.08M | 0.01% | +4,859+31.2% | Added |
| Duality Advisers, LP | 20,457 | $1.09M | 0.13% | +20,457 | New |
| Dean Capital Management | 20,779 | $1.10M | 0.83% | +20,779 | New |
| Securian Asset Management, Inc | 20,847 | $1.11M | 0.03% | −2,826−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,100 | $1.12M | 0.01% | +991+4.9% | Added |
| Brasada Capital Management, LP | 21,341 | $1.14M | 0.27% | −2,109−9.0% | Reduced |
| Advisors Asset Management, Inc. | 21,521 | $1.14M | 0.02% | +957+4.7% | Added |
| Capital International Inc | 21,558 | $1.14M | 0.02% | −31,880−59.7% | Reduced |
| Sherbrooke Park Advisers LLC | 21,594 | $1.15M | 0.37% | +10,699+98.2% | Added |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.17M | 0.18% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,205 | $1.18M | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 22,594 | $1.20M | 0.01% | +545+2.5% | Added |
| Oregon Public Employees Retirement Fund | 22,596 | $1.20M | 0.02% | −100−0.4% | Reduced |
| Kentucky Retirement Systems | 22,633 | $1.20M | 0.04% | −817−3.5% | Reduced |
| Exchange Capital Management, Inc. | 22,674 | $1.20M | 0.23% | −2,170−8.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,992 | $1.22M | 0.02% | +680+3.0% | Added |
| Community Capital Management, Inc. | 24,000 | $1.27M | 2.03% | +6,000+33.3% | Added |
| Achmea Investment Management B.V. | 24,051 | $1.28M | 0.03% | +23,633+5,653.8% | Added |
| Daiwa Securities Group Inc. | 24,079 | $1.28M | 0.01% | −12,064−33.4% | Reduced |
| Elo Mutual Pension Insurance Co | 24,415 | $1.30M | 0.04% | +355+1.5% | Added |
| Mackenzie Financial Corp | 25,967 | $1.35M | 0.00% | +548+2.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,946 | $1.38M | 0.00% | +709+2.8% | Added |
| Oxler Private Wealth LLC | 25,988 | $1.38M | 0.69% | −1,052−3.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,186 | $1.39M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 26,196 | $1.39M | 0.00% | +935+3.7% | Added |
| Mariner, LLC | 26,406 | $1.40M | 0.00% | +1,265+5.0% | Added |
| British Columbia Investment Management Corp | 26,528 | $1.41M | 0.01% | +239+0.9% | Added |
| Waratah Capital Advisors Ltd. | 27,043 | $1.44M | 0.07% | −1,760−6.1% | Reduced |
| Gulf International Bank (UK) Ltd | 27,294 | $1.45M | 0.04% | −2,428−8.2% | Reduced |
| Gamco Investors, Inc. Et Al | 27,950 | $1.48M | 0.02% | −150−0.5% | Reduced |
| Creative Planning | 28,033 | $1.49M | 0.00% | −3,992−12.5% | Reduced |
| GWM Advisors LLC | 28,093 | $1.49M | 0.02% | +5,212+22.8% | Added |
| Kesler, Norman & Wride, LLC | 28,327 | $1.50M | 0.38% | −851−2.9% | Reduced |
| Pacer Advisors, Inc. | 28,339 | $1.51M | 0.01% | +10,460+58.5% | Added |
| First Manhattan Co | 28,449 | $1.51M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 28,495 | $1.51M | 0.04% | +13,950+95.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 28,547 | $1.52M | 0.33% | −2,180−7.1% | Reduced |
| Crossmark Global Holdings, Inc. | 28,554 | $1.53M | 0.03% | −5,795−16.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 29,434 | $1.56M | 0.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 29,737 | $1.58M | 0.01% | +3,078+11.5% | Added |
| Edgestream Partners, L.P. | 29,759 | $1.58M | 0.13% | +29,759 | New |
| Wealthfront Advisers LLC | 30,544 | $1.62M | 0.01% | −8,941−22.6% | Reduced |
| Prudential PLC | 30,966 | $1.64M | 0.02% | −1,610−4.9% | Reduced |
| WealthTrust Axiom LLC | 31,100 | $1.65M | 0.59% | −500−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 31,524 | $1.67M | 0.01% | −3,167−9.1% | Reduced |
| Element Capital Management LLC | 31,967 | $1.70M | 0.15% | −6,287−16.4% | Reduced |
| Axq Capital, LP | 33,000 | $1.75M | 0.62% | +33,000 | New |
| Bank of Nova Scotia | 33,940 | $1.80M | 0.00% | +2,512+8.0% | Added |
| Dean Investment Associates, LLC | 35,020 | $1.86M | 0.31% | +7,953+29.4% | Added |
| Quantbot Technologies LP | 35,546 | $1.89M | 0.13% | +19,174+117.1% | Added |
| Janney Montgomery Scott LLC | 35,576 | $1.89M | 0.01% | −2,529−6.6% | Reduced |
| Allianz Asset Management GmbH | 36,269 | $1.93M | 0.00% | −2,519−6.5% | Reduced |
| Capital Group Private Client Services, Inc. | 36,540 | $1.94M | 0.02% | −43,128−54.1% | Reduced |
| Tudor Investment Corp Et Al | 36,982 | $1.96M | 0.03% | −23,801−39.2% | Reduced |
| Atria Investments LLC | 37,933 | $2.01M | 0.04% | +227+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 38,038 | $2.02M | 0.00% | +1,028+2.8% | Added |
| Chatham Capital Group, Inc. | 38,725 | $2.06M | 0.46% | −380−1.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 39,184 | $2.08M | 0.01% | +1,887+5.1% | Added |
| Xponance, Inc. | 39,297 | $2.09M | 0.03% | +1,917+5.1% | Added |
| State of Alaska, Department of Revenue | 39,623 | $2.10M | 0.03% | −1,475−3.6% | Reduced |
| GQG Partners LLC | 40,042 | $2.13M | 0.00% | −62,051−60.8% | Reduced |
| Forsta Ap-Fonden | 40,300 | $2.14M | 0.02% | −25,000−38.3% | Reduced |
| Nissay Asset Management Corp | 40,381 | $2.14M | 0.02% | +1,074+2.7% | Added |
| Shell Asset Management Co | 40,686 | $2.16M | 0.09% | −559−1.4% | Reduced |
| Mutual of America Capital Management LLC | 40,816 | $2.17M | 0.03% | −1,131−2.7% | Reduced |
| Fifth Third Bancorp | 41,044 | $2.18M | 0.01% | −409−1.0% | Reduced |
| Westpac Banking Corp | 41,056 | $2.18M | 0.16% | −4,199−9.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,554 | $2.21M | 0.03% | +79+0.2% | Added |
| Point72 Middle East FZE | 41,609 | $2.21M | 0.13% | +17,430+72.1% | Added |
| New York Life Investment Management LLC | 41,666 | $2.21M | 0.02% | +311+0.8% | Added |
| Janus Henderson Group PLC | 42,040 | $2.23M | 0.00% | −2,686−6.0% | Reduced |
| ProShare Advisors LLC | 42,819 | $2.27M | 0.01% | −1,980−4.4% | Reduced |