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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 17,781 | $944.4K | 0.00% | +1,211+7.3% | Added |
| Chesley Taft & Associates LLC | 17,736 | $942.0K | 0.06% | −925−5.0% | Reduced |
| Metis Global Partners, LLC | 17,538 | $931.4K | 0.05% | +2,690+18.1% | Added |
| Private Advisor Group, LLC | 17,484 | $928.6K | 0.01% | +1,018+6.2% | Added |
| SG Americas Securities, LLC | 17,425 | $925.0K | 0.01% | −141,916−89.1% | Reduced |
| Glenmede Trust Co NA | 17,411 | $924.7K | 0.01% | +4,794+38.0% | Added |
| HB Wealth Management, LLC | 17,353 | $921.6K | 0.01% | +433+2.6% | Added |
| KBC Group NV | 17,185 | $913.0K | 0.00% | −2,822−14.1% | Reduced |
| Telemus Capital, LLC | 17,013 | $903.6K | 0.08% | −1,666−8.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,908 | $898.0K | 0.09% | −22,707−57.3% | Reduced |
| MML Investors Services, LLC | 16,913 | $898.0K | 0.00% | −1,273−7.0% | Reduced |
| IFP Advisors, Inc | 16,845 | $894.6K | 0.04% | +11,038+190.1% | Added |
| Mercer Global Advisors Inc | 16,691 | $886.0K | 0.00% | −5,422−24.5% | Reduced |
| Prospera Financial Services Inc | 16,613 | $882.2K | 0.03% | +4,373+35.7% | Added |
| Pearl River Capital, LLC | 16,417 | $871.9K | 0.14% | +16,417 | New |
| First Republic Investment Management, Inc. | 16,334 | $867.5K | 0.00% | −1,415−8.0% | Reduced |
| Nordea Investment Management AB | 16,168 | $862.9K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 16,102 | $855.2K | 0.01% | −18,079−52.9% | Reduced |
| Los Angeles Capital Management LLC | 16,023 | $851.0K | 0.00% | −3,291−17.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,375 | $816.6K | 0.02% | +800+5.5% | Added |
| Pettee Investors, Inc. | 15,368 | $816.2K | 0.39% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 15,210 | $808.0K | 0.03% | +1,100+7.8% | Added |
| BLB&B Advisors, LLC | 14,997 | $796.5K | 0.06% | −2,417−13.9% | Reduced |
| Aquatic Capital Management LLC | 14,900 | $791.0K | 0.03% | −1,400−8.6% | Reduced |
| Atom Investors LP | 14,415 | $765.6K | 0.17% | +2,655+22.6% | Added |
| Toews Corp | 14,300 | $759.5K | 0.46% | +14,300 | New |
| Vestcor Inc | 14,120 | $750.0K | 0.03% | −1,496−9.6% | Reduced |
| Capstone Investment Advisors, LLC | 14,106 | $749.2K | 0.02% | +8,322+143.9% | Added |
| Sumitomo Life Insurance Co | 14,018 | $744.5K | 0.02% | −207−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 14,015 | $744.3K | 0.02% | +1,174+9.1% | Added |
| Kestra Advisory Services, LLC | 13,748 | $730.2K | 0.01% | +7,899+135.0% | Added |
| Pathstone Family Office, LLC | 13,706 | $728.0K | 0.01% | +7,958+138.4% | Added |
| Cornercap Investment Counsel Inc | 13,704 | $727.8K | 0.13% | +91+0.7% | Added |
| Hantz Financial Services, Inc. | 13,573 | $721.0K | 0.02% | +350+2.6% | Added |
| United Services Automobile Association | 13,361 | $709.6K | 0.02% | +13,361 | New |
| Cresset Asset Management, LLC | 12,998 | $702.0K | 0.00% | −1,489−10.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,009 | $690.9K | 0.00% | +614+5.0% | Added |
| Huntington National Bank | 12,956 | $688.1K | 0.01% | +1,313+11.3% | Added |
| Centiva Capital, LP | 12,731 | $676.1K | 0.03% | −2,525−16.6% | Reduced |
| Everence Capital Management Inc | 12,530 | $665.0K | 0.05% | 00.0% | Unchanged |
| Beck Bode, LLC | 12,381 | $657.6K | 0.17% | +12,381 | New |
| Eaton Financial Holdings Company, LLC | 12,381 | $657.6K | 0.18% | +12,381 | New |
| Profund Advisors LLC | 12,098 | $642.5K | 0.04% | −43−0.4% | Reduced |
| Metropolitan Life Insurance Co | 12,070 | $641.0K | 0.03% | −640−5.0% | Reduced |
| Norinchukin Bank, The | 11,802 | $626.8K | 0.01% | −16,552−58.4% | Reduced |
| CWM, LLC | 11,795 | $626.0K | 0.00% | +76+0.6% | Added |
| Fox Run Management, L.L.C. | 11,593 | $615.7K | 0.18% | +11,593 | New |
| Meiji Yasuda Asset Management Co Ltd. | 11,501 | $610.8K | 0.03% | +4,858+73.1% | Added |
| Swiss Life Asset Management Ltd | 11,298 | $599.9K | 0.01% | −31,538−73.6% | Reduced |
| Walleye Capital LLC | 10,981 | $583.2K | 0.01% | +10,981 | New |
| Rockefeller Capital Management L.P. | 10,960 | $582.1K | 0.00% | +5,458+99.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,931 | $580.5K | 0.04% | +500+4.8% | Added |
| Mirador Capital Partners LP | 10,877 | $577.7K | 0.13% | +679+6.7% | Added |
| Integrated Investment Consultants, LLC | 10,861 | $576.8K | 0.21% | −3,293−23.3% | Reduced |
| Bleakley Financial Group, LLC | 10,731 | $569.9K | 0.02% | −928−8.0% | Reduced |
| Sawtooth Solutions, LLC | 10,731 | $569.9K | 0.02% | −834−7.2% | Reduced |
| Twinbeech Capital LP | 10,608 | $563.4K | 0.01% | +10,608 | New |
| Exchange Traded Concepts, LLC | 10,379 | $551.2K | 0.02% | +449+4.5% | Added |
| Fiduciary Trust Co | 10,176 | $540.4K | 0.01% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 10,139 | $538.5K | 0.43% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,105 | $536.7K | 0.04% | −365−3.5% | Reduced |
| Acorn Wealth Advisors, LLC | 10,079 | $535.3K | 0.36% | +453+4.7% | Added |
| Empirical Finance, LLC | 10,057 | $534.1K | 0.04% | +973+10.7% | Added |
| Ieq Capital, LLC | 10,026 | $532.5K | 0.01% | −35−0.3% | Reduced |
| Commerce Bank | 9,917 | $526.7K | 0.00% | +91+0.9% | Added |
| Advisor Partners II, LLC | 9,869 | $524.1K | 0.02% | −1,136−10.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 9,741 | $518.0K | 0.00% | +9,741 | New |
| Zions Bancorporation, N.A. | 9,662 | $513.1K | 0.04% | +751+8.4% | Added |
| Engineers Gate Manager LP | 9,627 | $511.3K | 0.02% | −11,711−54.9% | Reduced |
| Foster & Motley Inc | 9,548 | $507.0K | 0.04% | −563−5.6% | Reduced |
| Quantinno Capital Management LP | 9,484 | $504.0K | 0.02% | −4,009−29.7% | Reduced |
| Meeder Advisory Services, Inc. | 9,419 | $500.2K | 0.06% | +3,604+62.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,208 | $489.0K | 0.01% | +8+0.1% | Added |
| Ramirez Asset Management, Inc. | 8,987 | $477.3K | 0.10% | +8,987 | New |
| Plante Moran Financial Advisors, LLC | 8,836 | $469.3K | 0.06% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 8,822 | $469.0K | 0.55% | 00.0% | Unchanged |
| Whittier Trust Co | 8,825 | $468.7K | 0.01% | +540+6.5% | Added |
| Cetera Advisor Networks LLC | 8,439 | $448.2K | 0.00% | +1,324+18.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,343 | $443.1K | 0.01% | +126+1.5% | Added |
| Stratos Wealth Advisors, LLC | 8,187 | $434.8K | 0.03% | +192+2.4% | Added |
| Spirit of America Management Corp | 8,100 | $430.2K | 0.10% | +3,300+68.8% | Added |
| Bessemer Group Inc | 8,059 | $427.0K | 0.00% | +158+2.0% | Added |
| Greenleaf Trust | 7,943 | $421.9K | 0.00% | −1,276−13.8% | Reduced |
| Banque Cantonale Vaudoise | 7,748 | $411.0K | 0.02% | −2,752−26.2% | Reduced |
| Summit Financial, LLC | 7,689 | $408.4K | 0.03% | +147+1.9% | Added |
| Raymond James Trust N.A. | 7,678 | $407.8K | 0.01% | −30.0% | Reduced |
| QRG Capital Management, Inc. | 7,502 | $398.4K | 0.01% | +7,502 | New |
| Tokio Marine Asset Management Co Ltd | 7,500 | $398.3K | 0.03% | +853+12.8% | Added |
| National Asset Management, Inc. | 7,465 | $396.5K | 0.01% | −8,463−53.1% | Reduced |
| Pallas Capital Advisors LLC | 7,302 | $395.0K | 0.02% | −32,738−81.8% | Reduced |
| Boit C F David | 7,800 | $394.4K | 0.27% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,393 | $392.6K | 0.01% | −175−2.3% | Reduced |
| Ostrum Asset Management | 7,242 | $384.6K | 0.04% | −9,814−57.5% | Reduced |
| Centennial Wealth Advisory LLC | 7,022 | $372.9K | 0.20% | +214+3.1% | Added |
| Blair William & Co | 6,907 | $366.8K | 0.00% | +546+8.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,811 | $361.7K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,775 | $359.8K | 0.25% | +6,775 | New |
| Veriti Management LLC | 6,507 | $345.6K | 0.04% | −4,580−41.3% | Reduced |
| Park Avenue Securities LLC | 6,467 | $343.0K | 0.01% | +6,467 | New |
| Ci Investments Inc. | 6,415 | $341.0K | 0.00% | +185+3.0% | Added |