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 |
|---|---|---|---|---|---|
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 55,000 | $2.92M | 0.06% | +55,000 | New |
| First American Bank | 54,007 | $2.87M | 0.26% | −844−1.5% | Reduced |
| Cox Capital Mgt LLC | 52,370 | $2.78M | 1.96% | +3,951+8.2% | Added |
| Czech National Bank | 50,987 | $2.71M | 0.04% | +16,461+47.7% | Added |
| First Citizens Bank & Trust Co | 50,906 | $2.70M | 0.05% | −320−0.6% | Reduced |
| Utah Retirement Systems | 50,008 | $2.66M | 0.04% | +100+0.2% | Added |
| Intech Investment Management LLC | 49,534 | $2.63M | 0.04% | −31,809−39.1% | Reduced |
| Sigma Planning Corp | 49,031 | $2.60M | 0.10% | −837−1.7% | Reduced |
| CI Private Wealth, LLC | 48,790 | $2.59M | 0.01% | −2,813−5.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 48,367 | $2.57M | 0.01% | −11,829−19.7% | Reduced |
| Tredje AP-fonden | 48,142 | $2.56M | 0.04% | −4,499−8.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 47,823 | $2.54M | 0.06% | −35,800−42.8% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 46,858 | $2.49M | 0.25% | −3,832−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 46,060 | $2.45M | 0.00% | +1,971+4.5% | Added |
| NBC Securities, Inc. | 45,063 | $2.39M | 0.26% | +45,063 | New |
| Occudo Quantitative Strategies LP | 43,902 | $2.33M | 0.30% | +43,902 | New |
| Wakefield Asset Management LLLP | 43,418 | $2.31M | 1.04% | −4,729−9.8% | Reduced |
| ProShare Advisors LLC | 42,819 | $2.27M | 0.01% | −1,980−4.4% | Reduced |
| Janus Henderson Group PLC | 42,040 | $2.23M | 0.00% | −2,686−6.0% | Reduced |
| New York Life Investment Management LLC | 41,666 | $2.21M | 0.02% | +311+0.8% | Added |
| Point72 Middle East FZE | 41,609 | $2.21M | 0.13% | +17,430+72.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,554 | $2.21M | 0.03% | +79+0.2% | Added |
| Westpac Banking Corp | 41,056 | $2.18M | 0.16% | −4,199−9.3% | Reduced |
| Fifth Third Bancorp | 41,044 | $2.18M | 0.01% | −409−1.0% | Reduced |
| Mutual of America Capital Management LLC | 40,816 | $2.17M | 0.03% | −1,131−2.7% | Reduced |
| Shell Asset Management Co | 40,686 | $2.16M | 0.09% | −559−1.4% | Reduced |
| Nissay Asset Management Corp | 40,381 | $2.14M | 0.02% | +1,074+2.7% | Added |
| Forsta Ap-Fonden | 40,300 | $2.14M | 0.02% | −25,000−38.3% | Reduced |
| GQG Partners LLC | 40,042 | $2.13M | 0.00% | −62,051−60.8% | Reduced |
| State of Alaska, Department of Revenue | 39,623 | $2.10M | 0.03% | −1,475−3.6% | Reduced |
| Xponance, Inc. | 39,297 | $2.09M | 0.03% | +1,917+5.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 39,184 | $2.08M | 0.01% | +1,887+5.1% | Added |
| Chatham Capital Group, Inc. | 38,725 | $2.06M | 0.46% | −380−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 38,038 | $2.02M | 0.00% | +1,028+2.8% | Added |
| Atria Investments LLC | 37,933 | $2.01M | 0.04% | +227+0.6% | Added |
| Tudor Investment Corp Et Al | 36,982 | $1.96M | 0.03% | −23,801−39.2% | Reduced |
| Capital Group Private Client Services, Inc. | 36,540 | $1.94M | 0.02% | −43,128−54.1% | Reduced |
| Allianz Asset Management GmbH | 36,269 | $1.93M | 0.00% | −2,519−6.5% | Reduced |
| Janney Montgomery Scott LLC | 35,576 | $1.89M | 0.01% | −2,529−6.6% | Reduced |
| Quantbot Technologies LP | 35,546 | $1.89M | 0.13% | +19,174+117.1% | Added |
| Dean Investment Associates, LLC | 35,020 | $1.86M | 0.31% | +7,953+29.4% | Added |
| Bank of Nova Scotia | 33,940 | $1.80M | 0.00% | +2,512+8.0% | Added |
| Axq Capital, LP | 33,000 | $1.75M | 0.62% | +33,000 | New |
| Element Capital Management LLC | 31,967 | $1.70M | 0.15% | −6,287−16.4% | Reduced |
| Public Employees Retirement Association of Colorado | 31,524 | $1.67M | 0.01% | −3,167−9.1% | Reduced |
| WealthTrust Axiom LLC | 31,100 | $1.65M | 0.59% | −500−1.6% | Reduced |
| Prudential PLC | 30,966 | $1.64M | 0.02% | −1,610−4.9% | Reduced |
| Wealthfront Advisers LLC | 30,544 | $1.62M | 0.01% | −8,941−22.6% | Reduced |
| Edgestream Partners, L.P. | 29,759 | $1.58M | 0.13% | +29,759 | New |
| Rafferty Asset Management, LLC | 29,737 | $1.58M | 0.01% | +3,078+11.5% | Added |
| Ferguson Wellman Capital Management, Inc | 29,434 | $1.56M | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 28,554 | $1.53M | 0.03% | −5,795−16.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 28,547 | $1.52M | 0.33% | −2,180−7.1% | Reduced |
| Trexquant Investment LP | 28,495 | $1.51M | 0.04% | +13,950+95.9% | Added |
| First Manhattan Co | 28,449 | $1.51M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 28,339 | $1.51M | 0.01% | +10,460+58.5% | Added |
| Kesler, Norman & Wride, LLC | 28,327 | $1.50M | 0.38% | −851−2.9% | Reduced |
| GWM Advisors LLC | 28,093 | $1.49M | 0.02% | +5,212+22.8% | Added |
| Creative Planning | 28,033 | $1.49M | 0.00% | −3,992−12.5% | Reduced |
| Gamco Investors, Inc. Et Al | 27,950 | $1.48M | 0.02% | −150−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 27,294 | $1.45M | 0.04% | −2,428−8.2% | Reduced |
| Waratah Capital Advisors Ltd. | 27,043 | $1.44M | 0.07% | −1,760−6.1% | Reduced |
| British Columbia Investment Management Corp | 26,528 | $1.41M | 0.01% | +239+0.9% | Added |
| Mariner, LLC | 26,406 | $1.40M | 0.00% | +1,265+5.0% | Added |
| Baird Financial Group, Inc. | 26,196 | $1.39M | 0.00% | +935+3.7% | Added |
| Teachers Retirement System of the State of Kentucky | 26,186 | $1.39M | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 25,988 | $1.38M | 0.69% | −1,052−3.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,946 | $1.38M | 0.00% | +709+2.8% | Added |
| Mackenzie Financial Corp | 25,967 | $1.35M | 0.00% | +548+2.2% | Added |
| Elo Mutual Pension Insurance Co | 24,415 | $1.30M | 0.04% | +355+1.5% | Added |
| Daiwa Securities Group Inc. | 24,079 | $1.28M | 0.01% | −12,064−33.4% | Reduced |
| Achmea Investment Management B.V. | 24,051 | $1.28M | 0.03% | +23,633+5,653.8% | Added |
| Community Capital Management, Inc. | 24,000 | $1.27M | 2.03% | +6,000+33.3% | Added |
| Steward Partners Investment Advisory, LLC | 22,992 | $1.22M | 0.02% | +680+3.0% | Added |
| Exchange Capital Management, Inc. | 22,674 | $1.20M | 0.23% | −2,170−8.7% | Reduced |
| Kentucky Retirement Systems | 22,633 | $1.20M | 0.04% | −817−3.5% | Reduced |
| Oregon Public Employees Retirement Fund | 22,596 | $1.20M | 0.02% | −100−0.4% | Reduced |
| Teacher Retirement System of Texas | 22,594 | $1.20M | 0.01% | +545+2.5% | Added |
| Maryland State Retirement & Pension System | 22,205 | $1.18M | 0.03% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.17M | 0.18% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 21,594 | $1.15M | 0.37% | +10,699+98.2% | Added |
| Capital International Inc | 21,558 | $1.14M | 0.02% | −31,880−59.7% | Reduced |
| Advisors Asset Management, Inc. | 21,521 | $1.14M | 0.02% | +957+4.7% | Added |
| Brasada Capital Management, LP | 21,341 | $1.14M | 0.27% | −2,109−9.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,100 | $1.12M | 0.01% | +991+4.9% | Added |
| Securian Asset Management, Inc | 20,847 | $1.11M | 0.03% | −2,826−11.9% | Reduced |
| Dean Capital Management | 20,779 | $1.10M | 0.83% | +20,779 | New |
| Duality Advisers, LP | 20,457 | $1.09M | 0.13% | +20,457 | New |
| 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 |
| Avantax Advisory Services, Inc. | 20,335 | $1.08M | 0.01% | +1,175+6.1% | Added |
| Opus Investment Management Inc | 20,000 | $1.06M | 0.65% | −51,800−72.1% | Reduced |
| Hartford Investment Management Co | 19,916 | $1.06M | 0.04% | −565−2.8% | Reduced |
| Thrivent Financial for Lutherans | 19,915 | $1.05M | 0.00% | +50.0% | Added |
| Moody National Bank Trust Division | 19,434 | $1.03M | 0.07% | +2,815+16.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,668 | $991.5K | 0.00% | +18,668 | New |
| Mattern Wealth Management LLC | 18,543 | $984.8K | 0.29% | +3,988+27.4% | Added |
| Louisiana State Employees Retirement System | 18,100 | $961.3K | 0.02% | +100+0.6% | Added |
| Gateway Investment Advisers LLC | 18,087 | $960.6K | 0.01% | +20.0% | Added |
| JustInvest LLC | 17,788 | $944.7K | 0.03% | −4,867−21.5% | Reduced |