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 |
|---|---|---|---|---|---|
| Keybank National Association | 289,305 | $15.4M | 0.07% | −14,491−4.8% | Reduced |
| Putnam Investments LLC | 288,141 | $15.3M | 0.02% | +8,821+3.2% | Added |
| Yaupon Capital Management LP | 276,164 | $14.7M | 1.66% | +276,164 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 272,696 | $14.5M | 0.03% | +9,544+3.6% | Added |
| LMR Partners LLP | 271,902 | $14.4M | 0.32% | +2,266+0.8% | Added |
| AE Wealth Management LLC | 267,295 | $14.2M | 0.08% | −15,593−5.5% | Reduced |
| Prudential Financial Inc | 263,720 | $14.0M | 0.02% | −1,537−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 260,899 | $13.9M | 0.02% | −107,220−29.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 259,963 | $13.8M | 0.03% | −1,081−0.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 258,291 | $13.7M | 0.89% | −15,143−5.5% | Reduced |
| Manufacturers Life Insurance Company, The | 256,568 | $13.6M | 0.01% | +29,994+13.2% | Added |
| Qube Research & Technologies Ltd | 250,818 | $13.3M | 0.04% | +250,818 | New |
| SEI Investments Co | 242,786 | $12.9M | 0.02% | +141,133+138.8% | Added |
| Hudson Bay Capital Management LP | 242,264 | $12.9M | 0.12% | +217,704+886.4% | Added |
| Voloridge Investment Management, LLC | 234,372 | $12.4M | 0.06% | −426,122−64.5% | Reduced |
| LPL Financial LLC | 232,471 | $12.3M | 0.01% | +50,472+27.7% | Added |
| New York State Common Retirement Fund | 218,387 | $11.6M | 0.02% | −48,242−18.1% | Reduced |
| HITE Hedge Asset Management LLC | 217,024 | $11.5M | 1.24% | +89,240+69.8% | Added |
| Schroder Investment Management Group | 208,044 | $11.0M | 0.02% | +9,820+5.0% | Added |
| Illinois Municipal Retirement Fund | 196,376 | $10.4M | 0.19% | −4,707−2.3% | Reduced |
| Gabelli Funds LLC | 195,173 | $10.4M | 0.08% | +480.0% | Added |
| Lighthouse Investment Partners, LLC | 188,834 | $10.0M | 0.60% | −56,921−23.2% | Reduced |
| Hennessy Advisors Inc | 186,898 | $9.93M | 0.70% | +2,300+1.2% | Added |
| State of Wisconsin Investment Board | 185,299 | $9.84M | 0.03% | +4,907+2.7% | Added |
| Asset Management One Co.,Ltd. | 183,220 | $9.73M | 0.04% | −2,855−1.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 181,909 | $9.66M | 1.05% | +181,909 | New |
| Comerica Bank | 181,777 | $9.65M | 0.05% | +177,429+4,080.7% | Added |
| AMF Pensionsforsakring AB | 180,883 | $9.62M | 0.09% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 180,994 | $9.61M | 0.09% | −2,008−1.1% | Reduced |
| Holocene Advisors, LP | 174,216 | $9.25M | 0.04% | +28,181+19.3% | Added |
| Ensign Peak Advisors, Inc | 169,149 | $8.98M | 0.02% | −65,989−28.1% | Reduced |
| Nisa Investment Advisors, LLC | 167,163 | $8.88M | 0.07% | −52,496−23.9% | Reduced |
| Public Employees Retirement System of Ohio | 165,884 | $8.81M | 0.04% | −8,991−5.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 164,133 | $8.72M | 0.46% | +164,133 | New |
| Chevy Chase Trust Holdings, Inc. | 163,981 | $8.71M | 0.03% | −3,802−2.3% | Reduced |
| State of Tennessee, Treasury Department | 163,664 | $8.69M | 0.04% | −275,612−62.7% | Reduced |
| Great West Life Assurance Co | 160,747 | $8.54M | 0.02% | −1,854−1.1% | Reduced |
| First American Trust, FSB | 155,502 | $8.26M | 1.17% | −5,015−3.1% | Reduced |
| Natixis | 148,167 | $7.87M | 0.06% | +148,167 | New |
| Calamos Advisors LLC | 142,474 | $7.57M | 0.04% | 00.0% | Unchanged |
| Toronto Dominion Bank | 141,697 | $7.53M | 0.01% | −5,488−3.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 138,969 | $7.38M | 0.07% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 138,187 | $7.34M | 0.03% | −14,989−9.8% | Reduced |
| CIBC Asset Management Inc | 134,657 | $7.15M | 0.03% | −2,212−1.6% | Reduced |
| New England Asset Management Inc | 132,950 | $7.06M | 1.16% | +37,147+38.8% | Added |
| Treasurer of the State of North Carolina | 127,790 | $6.79M | 0.04% | +650+0.5% | Added |
| Nicholas Company, Inc. | 119,405 | $6.34M | 0.13% | −520−0.4% | Reduced |
| Voya Investment Management LLC | 118,144 | $6.27M | 0.01% | −73,759−38.4% | Reduced |
| Korea Investment CORP | 117,210 | $6.23M | 0.02% | +32,899+39.0% | Added |
| Natixis Advisors, L.P. | 117,125 | $6.22M | 0.02% | −4,456−3.7% | Reduced |
| Jefferies Financial Group Inc. | 113,332 | $6.02M | 0.15% | +96,423+570.2% | Added |
| Howe & Rusling Inc | 113,323 | $6.02M | 0.71% | −2,242−1.9% | Reduced |
| D. E. Shaw & Co., Inc. | 112,918 | $6.00M | 0.01% | +20,891+22.7% | Added |
| NewSquare Capital LLC | 112,681 | $5.89M | 0.62% | +5,507+5.1% | Added |
| Mattern Capital Management, LLC | 110,058 | $5.85M | 0.95% | +9,696+9.7% | Added |
| Chartwell Investment Partners, LLC | 108,709 | $5.77M | 0.22% | +10,723+10.9% | Added |
| BNP Paribas Arbitrage, SA | 106,216 | $5.64M | 0.01% | −109,041−50.7% | Reduced |
| Stifel Financial Corp | 103,572 | $5.50M | 0.01% | +9,966+10.6% | Added |
| Wedge Capital Management L L P | 100,931 | $5.36M | 0.11% | −85,336−45.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 100,000 | $5.31M | 0.02% | +100,000 | New |
| IFM Investors Pty Ltd | 97,206 | $5.16M | 0.07% | +2,453+2.6% | Added |
| Advisor Group Holdings, Inc. | 94,881 | $5.04M | 0.01% | −2,307−2.4% | Reduced |
| Assenagon Asset Management S.A. | 94,816 | $5.04M | 0.02% | −12,282−11.5% | Reduced |
| Two Sigma Investments, LP | 89,930 | $4.78M | 0.01% | +70,065+352.7% | Added |
| Logan Capital Management Inc | 87,084 | $4.63M | 0.23% | −6,376−6.8% | Reduced |
| Greenland Capital Management LP | 85,380 | $4.53M | 0.54% | −185,094−68.4% | Reduced |
| AQR Capital Management LLC | 82,911 | $4.40M | 0.01% | −99,493−54.5% | Reduced |
| Kempen Capital Management N.V. | 82,462 | $4.38M | 0.08% | 00.0% | Unchanged |
| USS Investment Management Ltd | 80,034 | $4.25M | 0.05% | +10,376+14.9% | Added |
| State of Michigan Retirement System | 79,999 | $4.25M | 0.03% | −200−0.2% | Reduced |
| Arizona State Retirement System | 79,570 | $4.23M | 0.04% | −240.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 79,250 | $4.21M | 0.02% | +79,250 | New |
| Verition Fund Management LLC | 78,117 | $4.15M | 0.06% | −179,284−69.7% | Reduced |
| Nomura Asset Management Co Ltd | 77,392 | $4.11M | 0.02% | +3,002+4.0% | Added |
| American International Group, Inc. | 77,186 | $4.10M | 0.03% | −1,784−2.3% | Reduced |
| Jane Street Group, LLC | 76,855 | $4.08M | 0.01% | −188,811−71.1% | Reduced |
| Qsemble Capital Management, LP | 76,800 | $4.08M | 0.76% | +76,800 | New |
| Captrust Financial Advisors | 76,478 | $4.06M | 0.02% | +1,926+2.6% | Added |
| HighTower Advisors, LLC | 75,483 | $4.02M | 0.01% | −684−0.9% | Reduced |
| Amalgamated Bank | 74,633 | $3.96M | 0.03% | +1,628+2.2% | Added |
| Panagora Asset Management Inc | 74,627 | $3.96M | 0.02% | +2,784+3.9% | Added |
| Van Eck Associates Corp | 73,588 | $3.91M | 0.01% | +2,707+3.8% | Added |
| Amica Mutual Insurance Co | 72,325 | $3.84M | 0.45% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 72,199 | $3.83M | 0.02% | −32,201−30.8% | Reduced |
| MetLife Investment Management | 72,136 | $3.83M | 0.03% | −1,871−2.5% | Reduced |
| Squarepoint Ops LLC | 71,007 | $3.77M | 0.02% | −153,728−68.4% | Reduced |
| Commonwealth Equity Services, LLC | 69,060 | $3.67M | 0.01% | +1,998+3.0% | Added |
| Public Sector Pension Investment Board | 68,063 | $3.61M | 0.03% | +4,005+6.3% | Added |
| Retirement Systems of Alabama | 65,962 | $3.50M | 0.02% | −325−0.5% | Reduced |
| Assetmark, Inc | 63,309 | $3.36M | 0.01% | +4,405+7.5% | Added |
| Guggenheim Capital LLC | 61,219 | $3.25M | 0.03% | −49,612−44.8% | Reduced |
| DekaBank Deutsche Girozentrale | 61,102 | $3.21M | 0.01% | +470+0.8% | Added |
| Texas Permanent School Fund | 60,265 | $3.20M | 0.03% | −880−1.4% | Reduced |
| Benjamin Edwards Inc | 60,056 | $3.19M | 0.76% | −1,269−2.1% | Reduced |
| DnB Asset Management AS | 59,749 | $3.17M | 0.02% | +767+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,371 | $3.15M | 0.01% | +5,063+9.3% | Added |
| Intact Investment Management Inc. | 58,700 | $3.12M | 0.13% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 57,379 | $3.05M | 0.04% | −669−1.2% | Reduced |
| Covea Finance | 55,500 | $2.95M | 0.17% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 55,123 | $2.93M | 0.33% | +11,670+26.9% | Added |