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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 218,387 | $11.6M | 0.02% | −48,242−18.1% | Reduced |
| LPL Financial LLC | 232,471 | $12.3M | 0.01% | +50,472+27.7% | Added |
| Voloridge Investment Management, LLC | 234,372 | $12.4M | 0.06% | −426,122−64.5% | Reduced |
| Hudson Bay Capital Management LP | 242,264 | $12.9M | 0.12% | +217,704+886.4% | Added |
| SEI Investments Co | 242,786 | $12.9M | 0.02% | +141,133+138.8% | Added |
| Qube Research & Technologies Ltd | 250,818 | $13.3M | 0.04% | +250,818 | New |
| Manufacturers Life Insurance Company, The | 256,568 | $13.6M | 0.01% | +29,994+13.2% | Added |
| Susquehanna Fundamental Investments, LLC | 258,291 | $13.7M | 0.89% | −15,143−5.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 259,963 | $13.8M | 0.03% | −1,081−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 260,899 | $13.9M | 0.02% | −107,220−29.1% | Reduced |
| Prudential Financial Inc | 263,720 | $14.0M | 0.02% | −1,537−0.6% | Reduced |
| AE Wealth Management LLC | 267,295 | $14.2M | 0.08% | −15,593−5.5% | Reduced |
| LMR Partners LLP | 271,902 | $14.4M | 0.32% | +2,266+0.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 272,696 | $14.5M | 0.03% | +9,544+3.6% | Added |
| Yaupon Capital Management LP | 276,164 | $14.7M | 1.66% | +276,164 | New |
| Putnam Investments LLC | 288,141 | $15.3M | 0.02% | +8,821+3.2% | Added |
| Keybank National Association | 289,305 | $15.4M | 0.07% | −14,491−4.8% | Reduced |
| US Bancorp | 296,221 | $15.9M | 0.03% | +16,167+5.8% | Added |
| New York State Teachers Retirement System | 301,203 | $16.0M | 0.04% | −2,373−0.8% | Reduced |
| Epoch Investment Partners, Inc. | 302,221 | $16.1M | 0.10% | +100,618+49.9% | Added |
| Russell Investments Group, Ltd. | 309,271 | $16.4M | 0.03% | −61,956−16.7% | Reduced |
| Eventide Asset Management, LLC | 331,358 | $17.6M | 0.32% | +10,044+3.1% | Added |
| State Board of Administration of Florida Retirement System | 339,650 | $18.0M | 0.04% | −3,760−1.1% | Reduced |
| Cubist Systematic Strategies, LLC | 339,658 | $18.0M | 0.22% | +239,263+238.3% | Added |
| Bahl & Gaynor Inc | 342,888 | $18.2M | 0.12% | −513−0.1% | Reduced |
| Lord, Abbett & Co. LLC | 347,140 | $18.4M | 0.07% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 351,344 | $18.7M | 0.01% | −20,666−5.6% | Reduced |
| National Bank of Canada | 366,057 | $18.8M | 0.03% | −41,468−10.2% | Reduced |
| Bruce & Co., Inc. | 356,000 | $18.9M | 6.44% | −60,755−14.6% | Reduced |
| Principal Financial Group Inc | 369,815 | $19.6M | 0.01% | +9,493+2.6% | Added |
| Susquehanna International Group, LLP | 375,210 | $19.9M | 0.03% | +242,158+182.0% | Added |
| RWC Asset Management LLP | 406,853 | $21.6M | 1.41% | +5,180+1.3% | Added |
| Raymond James & Associates | 417,111 | $22.2M | 0.02% | +24,527+6.2% | Added |
| California State Teachers Retirement System | 420,707 | $22.3M | 0.03% | −30,067−6.7% | Reduced |
| Citigroup Inc | 422,055 | $22.4M | 0.03% | −94,282−18.3% | Reduced |
| National Pension Service | 420,134 | $22.7M | 0.04% | +19,005+4.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 433,070 | $23.0M | 0.26% | −239,345−35.6% | Reduced |
| Aviva PLC | 436,112 | $23.2M | 0.10% | +431,830+10,084.8% | Added |
| Empower Advisory Group, LLC | 440,197 | $23.4M | 0.10% | −41,022−8.5% | Reduced |
| CIBC Private Wealth Group, LLC | 449,137 | $23.9M | 0.06% | +44,007+10.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 450,691 | $23.9M | 0.56% | +7,895+1.8% | Added |
| HSBC Holdings PLC | 460,191 | $24.4M | 0.03% | +163,505+55.1% | Added |
| M&T Bank Corp | 461,919 | $24.5M | 0.10% | +334+0.1% | Added |
| Victory Capital Management Inc | 497,407 | $26.4M | 0.03% | +25,723+5.5% | Added |
| Cidel Asset Management Inc | 502,277 | $26.7M | 1.33% | +22,434+4.7% | Added |
| UBS Group AG | 514,475 | $27.3M | 0.01% | −43,739−7.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 538,296 | $28.6M | 0.24% | +2240.0% | Added |
| Canada Pension Plan Investment Board | 556,720 | $29.6M | 0.04% | −180,400−24.5% | Reduced |
| Truist Financial Corp | 569,888 | $30.3M | 0.05% | +14,591+2.6% | Added |
| iA Global Asset Management Inc. | 580,815 | $30.8M | 0.81% | +431,184+288.2% | Added |
| Barclays PLC | 629,664 | $33.4M | 0.02% | −220,484−25.9% | Reduced |
| TD Asset Management Inc | 638,173 | $33.9M | 0.04% | −121,400−16.0% | Reduced |
| Rhumbline Advisers | 653,428 | $34.7M | 0.04% | −14,225−2.1% | Reduced |
| Royal Bank of Canada | 678,940 | $36.1M | 0.01% | −46,086−6.4% | Reduced |
| Envestnet Asset Management Inc | 710,329 | $37.7M | 0.02% | +159,899+29.0% | Added |
| Partners Group Holding AG | 717,771 | $38.1M | 3.57% | −31,073−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 765,504 | $40.7M | 0.03% | −8,237−1.1% | Reduced |
| APG Asset Management N.V. | 838,885 | $44.6M | 0.09% | −20,397−2.4% | Reduced |
| UniSuper Management Pty Ltd | 841,429 | $44.7M | 0.55% | −342,916−29.0% | Reduced |
| Deutsche Bank AG | 845,076 | $44.9M | 0.03% | −249,186−22.8% | Reduced |
| FMR LLC | 855,410 | $45.4M | 0.00% | +540,865+172.0% | Added |
| STRS Ohio | 863,810 | $45.9M | 0.20% | +44,350+5.4% | Added |
| Miller Howard Investments Inc | 885,105 | $47.0M | 1.72% | −30,829−3.4% | Reduced |
| Energy Income Partners, LLC | 887,178 | $47.1M | 1.07% | +37,141+4.4% | Added |
| Credit Suisse AG | 919,757 | $48.8M | 0.05% | −53,598−5.5% | Reduced |
| Swiss National Bank | 938,100 | $49.8M | 0.04% | −115,100−10.9% | Reduced |
| Echo Street Capital Management LLC | 996,192 | $52.9M | 0.49% | +6,793+0.7% | Added |
| Dimensional Fund Advisors LP | 1,020,215 | $54.2M | 0.02% | −34,778−3.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,022,905 | $54.3M | 0.08% | −163,946−13.8% | Reduced |
| Cohen & Steers, Inc. | 1,033,080 | $54.9M | 0.13% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,443,819 | $56.4M | 0.07% | −207,198−12.5% | Reduced |
| Cbre Clarion Securities LLC | 1,081,129 | $57.4M | 1.15% | −109,036−9.2% | Reduced |
| Nuveen Asset Management, LLC | 1,170,449 | $62.2M | 0.02% | +185,294+18.8% | Added |
| Brookfield Asset Management Inc. | 1,221,036 | $64.8M | 0.41% | +48,310+4.1% | Added |
| Millennium Management LLC | 1,258,082 | $66.8M | 0.07% | +341,624+37.3% | Added |
| 1832 Asset Management L.P. | 1,280,808 | $68.0M | 0.14% | +194,784+17.9% | Added |
| First Trust Advisors LP | 1,369,953 | $72.8M | 0.09% | −17,009−1.2% | Reduced |
| Bank of Montreal | 1,390,500 | $79.7M | 0.05% | −230,505−14.2% | Reduced |
| UBS Asset Management Americas Inc | 1,524,373 | $81.0M | 0.04% | +325,933+27.2% | Added |
| Charles Schwab Investment Management Inc | 1,640,072 | $87.1M | 0.02% | +26,560+1.6% | Added |
| Balyasny Asset Management LLC | 1,719,841 | $91.3M | 0.26% | +457,018+36.2% | Added |
| American Century Companies Inc | 1,740,776 | $92.5M | 0.07% | +1,712,368+6,027.8% | Added |
| Reaves W H & Co Inc | 1,806,185 | $95.9M | 3.80% | −86,045−4.5% | Reduced |
| California Public Employees Retirement System | 1,833,803 | $97.4M | 0.08% | +27,644+1.5% | Added |
| Ceredex Value Advisors LLC | 1,847,108 | $98.1M | 1.73% | +106,172+6.1% | Added |
| Norges Bank | 1,871,250 | $99.4M | 0.02% | −31,930−1.7% | Reduced |
| Bank of America Corp | 2,064,751 | $109.7M | 0.01% | −77,322−3.6% | Reduced |
| Jennison Associates LLC | 2,112,891 | $112.2M | 0.10% | −42,457−2.0% | Reduced |
| Zimmer Partners, LP | 2,123,345 | $112.8M | 2.98% | +2,052,595+2,901.2% | Added |
| Citadel Advisors LLC | 2,204,697 | $117.1M | 0.13% | +770,802+53.8% | Added |
| Duff & Phelps Investment Management Co | 2,211,268 | $117.4M | 1.55% | −15,923−0.7% | Reduced |
| Goldman Sachs Group Inc | 2,406,908 | $127.8M | 0.03% | −94,492−3.8% | Reduced |
| Perpetual Ltd | 2,465,221 | $130.9M | 1.35% | +102,239+4.3% | Added |
| Massachusetts Financial Services Co | 2,573,533 | $136.7M | 0.05% | +3,299+0.1% | Added |
| FIL Ltd | 2,887,141 | $153.3M | 0.18% | 00.0% | Unchanged |
| Northern Trust Corp | 3,000,557 | $159.4M | 0.03% | +5,657+0.2% | Added |
| Caisse de Depot Et Placement du Quebec | 3,054,137 | $162.2M | 0.47% | +570,800+23.0% | Added |
| Standard Life Aberdeen plc | 3,144,280 | $167.0M | 0.43% | +58,405+1.9% | Added |
| Magellan Asset Management Ltd | 3,163,689 | $168.0M | 1.79% | −80,278−2.5% | Reduced |
| Amundi | 3,120,340 | $168.6M | 0.08% | +1,530,278+96.2% | Added |