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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 3,200,530 | $170.0M | 2.18% | +1,211,633+60.9% | Added |
| Legal & General Group Plc | 3,333,406 | $177.0M | 0.06% | −45,405−1.3% | Reduced |
| Franklin Resources Inc | 3,424,221 | $181.9M | 0.09% | −80,092−2.3% | Reduced |
| Bank of New York Mellon Corp | 4,518,210 | $240.0M | 0.05% | −88,916−1.9% | Reduced |
| Invesco Ltd. | 4,663,108 | $247.7M | 0.07% | +317,682+7.3% | Added |
| Pictet Asset Management Holding SA | 4,698,318 | $249.5M | 0.31% | +4,698,318 | New |
| Capital International Investors | 4,974,085 | $264.1M | 0.07% | −6,102,906−55.1% | Reduced |
| Price T Rowe Associates Inc | 5,349,480 | $284.1M | 0.04% | −1,226,433−18.7% | Reduced |
| Capital Research Global Investors | 5,527,573 | $293.6M | 0.08% | +969,177+21.3% | Added |
| Morgan Stanley | 5,592,469 | $297.0M | 0.03% | −74,640−1.3% | Reduced |
| Wells Fargo & Company | 6,288,663 | $334.0M | 0.10% | −38,832−0.6% | Reduced |
| Geode Capital Management, LLC | 6,638,007 | $351.8M | 0.04% | +124,882+1.9% | Added |
| Ameriprise Financial Inc | 6,872,670 | $364.2M | 0.12% | −214,109−3.0% | Reduced |
| State Street Corp | 16,594,188 | $881.3M | 0.05% | −989,322−5.6% | Reduced |
| JPMorgan Chase & Co | 21,112,670 | $1.12B | 0.13% | −80,531−0.4% | Reduced |
| BlackRock Inc. | 26,380,656 | $1.40B | 0.04% | −368,547−1.4% | Reduced |
| Vanguard Group Inc | 37,222,353 | $1.98B | 0.05% | −292,013−0.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −514,496−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −282,843−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −232,411−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −217,077−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −190,561−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −127,900−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −96,662−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −89,040−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −39,140−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −33,499−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −23,324−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −19,623−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −13,089−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −12,795−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −11,874−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,808−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −10,667−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −10,637−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −9,803−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,319−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −7,344−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,414−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,165−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,217−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −4,610−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −4,444−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −4,324−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −4,076−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,655−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,624−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −3,591−100.0% | Sold out |
| Strait & Sound Wealth Management LLC | 0 | $0 | 0.00% | −3,589−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −3,482−100.0% | Sold out |
| Full Sail Capital, LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Blue Chip Partners, Inc. | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Thomas White International Ltd | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |