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 |
|---|---|---|---|---|---|
| Wakefield Asset Management LLLP | 43,418 | $2.31M | 1.04% | −4,729−9.8% | Reduced |
| Occudo Quantitative Strategies LP | 43,902 | $2.33M | 0.30% | +43,902 | New |
| NBC Securities, Inc. | 45,063 | $2.39M | 0.26% | +45,063 | New |
| The PNC Financial Services Group, Inc. | 46,060 | $2.45M | 0.00% | +1,971+4.5% | Added |
| Mesirow Institutional Investment Management, Inc. | 46,858 | $2.49M | 0.25% | −3,832−7.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 47,823 | $2.54M | 0.06% | −35,800−42.8% | Reduced |
| Tredje AP-fonden | 48,142 | $2.56M | 0.04% | −4,499−8.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 48,367 | $2.57M | 0.01% | −11,829−19.7% | Reduced |
| CI Private Wealth, LLC | 48,790 | $2.59M | 0.01% | −2,813−5.5% | Reduced |
| Sigma Planning Corp | 49,031 | $2.60M | 0.10% | −837−1.7% | Reduced |
| Intech Investment Management LLC | 49,534 | $2.63M | 0.04% | −31,809−39.1% | Reduced |
| Utah Retirement Systems | 50,008 | $2.66M | 0.04% | +100+0.2% | Added |
| First Citizens Bank & Trust Co | 50,906 | $2.70M | 0.05% | −320−0.6% | Reduced |
| Czech National Bank | 50,987 | $2.71M | 0.04% | +16,461+47.7% | Added |
| Cox Capital Mgt LLC | 52,370 | $2.78M | 1.96% | +3,951+8.2% | Added |
| First American Bank | 54,007 | $2.87M | 0.26% | −844−1.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 55,000 | $2.92M | 0.06% | +55,000 | New |
| Bayesian Capital Management, LP | 55,123 | $2.93M | 0.33% | +11,670+26.9% | Added |
| Covea Finance | 55,500 | $2.95M | 0.17% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 57,379 | $3.05M | 0.04% | −669−1.2% | Reduced |
| Intact Investment Management Inc. | 58,700 | $3.12M | 0.13% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,371 | $3.15M | 0.01% | +5,063+9.3% | Added |
| DnB Asset Management AS | 59,749 | $3.17M | 0.02% | +767+1.3% | Added |
| Benjamin Edwards Inc | 60,056 | $3.19M | 0.76% | −1,269−2.1% | Reduced |
| Texas Permanent School Fund | 60,265 | $3.20M | 0.03% | −880−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 61,102 | $3.21M | 0.01% | +470+0.8% | Added |
| Guggenheim Capital LLC | 61,219 | $3.25M | 0.03% | −49,612−44.8% | Reduced |
| Assetmark, Inc | 63,309 | $3.36M | 0.01% | +4,405+7.5% | Added |
| Retirement Systems of Alabama | 65,962 | $3.50M | 0.02% | −325−0.5% | Reduced |
| Public Sector Pension Investment Board | 68,063 | $3.61M | 0.03% | +4,005+6.3% | Added |
| Commonwealth Equity Services, LLC | 69,060 | $3.67M | 0.01% | +1,998+3.0% | Added |
| Squarepoint Ops LLC | 71,007 | $3.77M | 0.02% | −153,728−68.4% | Reduced |
| MetLife Investment Management | 72,136 | $3.83M | 0.03% | −1,871−2.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 72,199 | $3.83M | 0.02% | −32,201−30.8% | Reduced |
| Amica Mutual Insurance Co | 72,325 | $3.84M | 0.45% | 00.0% | Unchanged |
| Van Eck Associates Corp | 73,588 | $3.91M | 0.01% | +2,707+3.8% | Added |
| Panagora Asset Management Inc | 74,627 | $3.96M | 0.02% | +2,784+3.9% | Added |
| Amalgamated Bank | 74,633 | $3.96M | 0.03% | +1,628+2.2% | Added |
| HighTower Advisors, LLC | 75,483 | $4.02M | 0.01% | −684−0.9% | Reduced |
| Captrust Financial Advisors | 76,478 | $4.06M | 0.02% | +1,926+2.6% | Added |
| Qsemble Capital Management, LP | 76,800 | $4.08M | 0.76% | +76,800 | New |
| Jane Street Group, LLC | 76,855 | $4.08M | 0.01% | −188,811−71.1% | Reduced |
| American International Group, Inc. | 77,186 | $4.10M | 0.03% | −1,784−2.3% | Reduced |
| Nomura Asset Management Co Ltd | 77,392 | $4.11M | 0.02% | +3,002+4.0% | Added |
| Verition Fund Management LLC | 78,117 | $4.15M | 0.06% | −179,284−69.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 79,250 | $4.21M | 0.02% | +79,250 | New |
| Arizona State Retirement System | 79,570 | $4.23M | 0.04% | −240.0% | Reduced |
| State of Michigan Retirement System | 79,999 | $4.25M | 0.03% | −200−0.2% | Reduced |
| USS Investment Management Ltd | 80,034 | $4.25M | 0.05% | +10,376+14.9% | Added |
| Kempen Capital Management N.V. | 82,462 | $4.38M | 0.08% | 00.0% | Unchanged |
| AQR Capital Management LLC | 82,911 | $4.40M | 0.01% | −99,493−54.5% | Reduced |
| Greenland Capital Management LP | 85,380 | $4.53M | 0.54% | −185,094−68.4% | Reduced |
| Logan Capital Management Inc | 87,084 | $4.63M | 0.23% | −6,376−6.8% | Reduced |
| Two Sigma Investments, LP | 89,930 | $4.78M | 0.01% | +70,065+352.7% | Added |
| Assenagon Asset Management S.A. | 94,816 | $5.04M | 0.02% | −12,282−11.5% | Reduced |
| Advisor Group Holdings, Inc. | 94,881 | $5.04M | 0.01% | −2,307−2.4% | Reduced |
| IFM Investors Pty Ltd | 97,206 | $5.16M | 0.07% | +2,453+2.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 100,000 | $5.31M | 0.02% | +100,000 | New |
| Wedge Capital Management L L P | 100,931 | $5.36M | 0.11% | −85,336−45.8% | Reduced |
| Stifel Financial Corp | 103,572 | $5.50M | 0.01% | +9,966+10.6% | Added |
| BNP Paribas Arbitrage, SA | 106,216 | $5.64M | 0.01% | −109,041−50.7% | Reduced |
| Chartwell Investment Partners, LLC | 108,709 | $5.77M | 0.22% | +10,723+10.9% | Added |
| Mattern Capital Management, LLC | 110,058 | $5.85M | 0.95% | +9,696+9.7% | Added |
| NewSquare Capital LLC | 112,681 | $5.89M | 0.62% | +5,507+5.1% | Added |
| D. E. Shaw & Co., Inc. | 112,918 | $6.00M | 0.01% | +20,891+22.7% | Added |
| Howe & Rusling Inc | 113,323 | $6.02M | 0.71% | −2,242−1.9% | Reduced |
| Jefferies Financial Group Inc. | 113,332 | $6.02M | 0.15% | +96,423+570.2% | Added |
| Natixis Advisors, L.P. | 117,125 | $6.22M | 0.02% | −4,456−3.7% | Reduced |
| Korea Investment CORP | 117,210 | $6.23M | 0.02% | +32,899+39.0% | Added |
| Voya Investment Management LLC | 118,144 | $6.27M | 0.01% | −73,759−38.4% | Reduced |
| Nicholas Company, Inc. | 119,405 | $6.34M | 0.13% | −520−0.4% | Reduced |
| Treasurer of the State of North Carolina | 127,790 | $6.79M | 0.04% | +650+0.5% | Added |
| New England Asset Management Inc | 132,950 | $7.06M | 1.16% | +37,147+38.8% | Added |
| CIBC Asset Management Inc | 134,657 | $7.15M | 0.03% | −2,212−1.6% | Reduced |
| State of New Jersey Common Pension Fund D | 138,187 | $7.34M | 0.03% | −14,989−9.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 138,969 | $7.38M | 0.07% | 00.0% | Unchanged |
| Toronto Dominion Bank | 141,697 | $7.53M | 0.01% | −5,488−3.7% | Reduced |
| Calamos Advisors LLC | 142,474 | $7.57M | 0.04% | 00.0% | Unchanged |
| Natixis | 148,167 | $7.87M | 0.06% | +148,167 | New |
| First American Trust, FSB | 155,502 | $8.26M | 1.17% | −5,015−3.1% | Reduced |
| Great West Life Assurance Co | 160,747 | $8.54M | 0.02% | −1,854−1.1% | Reduced |
| State of Tennessee, Treasury Department | 163,664 | $8.69M | 0.04% | −275,612−62.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 163,981 | $8.71M | 0.03% | −3,802−2.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 164,133 | $8.72M | 0.46% | +164,133 | New |
| Public Employees Retirement System of Ohio | 165,884 | $8.81M | 0.04% | −8,991−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 167,163 | $8.88M | 0.07% | −52,496−23.9% | Reduced |
| Ensign Peak Advisors, Inc | 169,149 | $8.98M | 0.02% | −65,989−28.1% | Reduced |
| Holocene Advisors, LP | 174,216 | $9.25M | 0.04% | +28,181+19.3% | Added |
| Westwood Holdings Group Inc. | 180,994 | $9.61M | 0.09% | −2,008−1.1% | Reduced |
| AMF Pensionsforsakring AB | 180,883 | $9.62M | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 181,777 | $9.65M | 0.05% | +177,429+4,080.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 181,909 | $9.66M | 1.05% | +181,909 | New |
| Asset Management One Co.,Ltd. | 183,220 | $9.73M | 0.04% | −2,855−1.5% | Reduced |
| State of Wisconsin Investment Board | 185,299 | $9.84M | 0.03% | +4,907+2.7% | Added |
| Hennessy Advisors Inc | 186,898 | $9.93M | 0.70% | +2,300+1.2% | Added |
| Lighthouse Investment Partners, LLC | 188,834 | $10.0M | 0.60% | −56,921−23.2% | Reduced |
| Gabelli Funds LLC | 195,173 | $10.4M | 0.08% | +480.0% | Added |
| Illinois Municipal Retirement Fund | 196,376 | $10.4M | 0.19% | −4,707−2.3% | Reduced |
| Schroder Investment Management Group | 208,044 | $11.0M | 0.02% | +9,820+5.0% | Added |
| HITE Hedge Asset Management LLC | 217,024 | $11.5M | 1.24% | +89,240+69.8% | Added |