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, Q4 2023
Institutional positions in CMS Energy Corp as of Dec 31, 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
- 633
- +24 vs. Q3 2023
- Shares held
- 280.6M
- +4.55M (+1.6%) vs. Q3 2023
- Total value
- $16.3B
- +$1.65B (+11.3%) vs. Q3 2023
- New holders
- 100
- 202 more added
- Sold out
- 76
- 237 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,037,011 | $2.15B | 0.05% | −185,342−0.5% | Reduced |
| BlackRock Inc. | 29,300,865 | $1.70B | 0.04% | +2,920,209+11.1% | Added |
| JPMorgan Chase & Co | 19,876,893 | $1.15B | 0.12% | −1,235,777−5.9% | Reduced |
| State Street Corp | 17,190,926 | $998.3M | 0.05% | +596,738+3.6% | Added |
| Geode Capital Management, LLC | 6,778,825 | $392.7M | 0.04% | +140,818+2.1% | Added |
| Morgan Stanley | 6,678,945 | $387.8M | 0.03% | +1,086,476+19.4% | Added |
| Ameriprise Financial Inc | 6,660,764 | $386.8M | 0.12% | −211,906−3.1% | Reduced |
| Capital International Investors | 6,208,876 | $360.5M | 0.08% | +1,234,791+24.8% | Added |
| Wells Fargo & Company | 5,899,862 | $342.6M | 0.10% | −388,801−6.2% | Reduced |
| Capital Research Global Investors | 5,593,539 | $324.8M | 0.08% | +65,966+1.2% | Added |
| Price T Rowe Associates Inc | 5,254,860 | $305.2M | 0.04% | −94,620−1.8% | Reduced |
| Invesco Ltd. | 4,718,124 | $274.0M | 0.07% | +55,016+1.2% | Added |
| Pictet Asset Management Holding SA | 4,493,921 | $261.0M | 0.29% | −204,397−4.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,305,602 | $250.0M | 0.33% | +3,282,697+320.9% | Added |
| Amundi | 4,096,608 | $243.2M | 0.11% | +976,268+31.3% | Added |
| Bank of New York Mellon Corp | 4,030,329 | $234.0M | 0.05% | −487,881−10.8% | Reduced |
| ExodusPoint Capital Management, LP | 3,931,327 | $228.3M | 2.84% | +730,797+22.8% | Added |
| Legal & General Group Plc | 3,493,629 | $202.9M | 0.06% | +160,223+4.8% | Added |
| Massachusetts Financial Services Co | 3,456,713 | $200.7M | 0.06% | +883,180+34.3% | Added |
| Goldman Sachs Group Inc | 3,149,298 | $182.9M | 0.04% | +742,390+30.8% | Added |
| Franklin Resources Inc | 3,121,349 | $181.3M | 0.08% | −302,872−8.8% | Reduced |
| Northern Trust Corp | 2,912,551 | $169.1M | 0.03% | −88,006−2.9% | Reduced |
| FIL Ltd | 2,883,169 | $167.4M | 0.18% | −3,972−0.1% | Reduced |
| Magellan Asset Management Ltd | 2,785,282 | $161.7M | 1.61% | −378,407−12.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,778,956 | $161.4M | 0.41% | −275,181−9.0% | Reduced |
| Perpetual Ltd | 2,473,067 | $143.6M | 1.48% | +7,846+0.3% | Added |
| Bank of America Corp | 2,286,159 | $132.8M | 0.02% | +221,408+10.7% | Added |
| Duff & Phelps Investment Management Co | 2,175,830 | $126.4M | 1.52% | −35,438−1.6% | Reduced |
| Nuveen Asset Management, LLC | 2,046,174 | $122.0M | 0.04% | +875,725+74.8% | Added |
| Jennison Associates LLC | 2,075,180 | $120.5M | 0.09% | −37,711−1.8% | Reduced |
| American Century Companies Inc | 1,984,814 | $115.3M | 0.08% | +244,038+14.0% | Added |
| Norges Bank | 1,911,556 | $111.0M | 0.02% | +40,306+2.2% | Added |
| California Public Employees Retirement System | 1,813,036 | $105.3M | 0.08% | −20,767−1.1% | Reduced |
| Reaves W H & Co Inc | 1,797,831 | $104.4M | 3.79% | −8,354−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,680,374 | $97.6M | 0.02% | +40,302+2.5% | Added |
| 1832 Asset Management L.P. | 1,506,680 | $87.5M | 0.17% | +225,872+17.6% | Added |
| Macquarie Group Ltd | 1,472,373 | $85.5M | 0.10% | +28,554+2.0% | Added |
| UBS Asset Management Americas Inc | 1,458,736 | $84.7M | 0.03% | −65,637−4.3% | Reduced |
| Bank of Montreal | 1,445,112 | $84.0M | 0.05% | +54,612+3.9% | Added |
| Millennium Management LLC | 1,418,125 | $82.4M | 0.08% | +160,043+12.7% | Added |
| Brookfield Asset Management Inc. | 1,340,058 | $77.8M | 0.44% | +119,022+9.7% | Added |
| Ceredex Value Advisors LLC | 1,229,931 | $71.4M | 1.24% | −617,177−33.4% | Reduced |
| Standard Life Aberdeen plc | 1,108,011 | $64.3M | 0.14% | −2,036,269−64.8% | Reduced |
| UBS Group AG | 1,077,075 | $62.5M | 0.03% | +562,600+109.4% | Added |
| HSBC Holdings PLC | 1,071,473 | $62.1M | 0.06% | +611,282+132.8% | Added |
| Dimensional Fund Advisors LP | 1,038,851 | $60.3M | 0.02% | +18,636+1.8% | Added |
| Cohen & Steers, Inc. | 1,033,080 | $60.0M | 0.12% | 00.0% | Unchanged |
| Cbre Clarion Securities LLC | 1,010,892 | $58.7M | 1.07% | −70,237−6.5% | Reduced |
| Credit Suisse AG | 1,001,215 | $58.1M | 0.06% | +81,458+8.9% | Added |
| FMR LLC | 974,006 | $56.6M | 0.00% | +118,596+13.9% | Added |
| UniSuper Management Pty Ltd | 963,175 | $55.9M | 0.62% | +121,746+14.5% | Added |
| Swiss National Bank | 912,200 | $53.0M | 0.04% | −25,900−2.8% | Reduced |
| DekaBank Deutsche Girozentrale | 911,833 | $52.6M | 0.11% | +850,731+1,392.3% | Added |
| Barclays PLC | 866,735 | $50.3M | 0.03% | +237,071+37.7% | Added |
| Canada Pension Plan Investment Board | 832,337 | $48.3M | 0.06% | +275,617+49.5% | Added |
| Energy Income Partners, LLC | 829,895 | $48.2M | 1.04% | −57,283−6.5% | Reduced |
| APG Asset Management N.V. | 909,504 | $47.8M | 0.09% | +70,619+8.4% | Added |
| Deutsche Bank AG | 800,885 | $46.5M | 0.02% | −44,191−5.2% | Reduced |
| Point72 Asset Management, L.P. | 787,278 | $45.7M | 0.14% | +785,598+46,761.8% | Added |
| HITE Hedge Asset Management LLC | 776,932 | $45.1M | 4.74% | +559,908+258.0% | Added |
| iA Global Asset Management Inc. | 770,689 | $44.8M | 1.03% | +189,874+32.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 763,548 | $44.3M | 0.03% | −1,956−0.3% | Reduced |
| STRS Ohio | 763,302 | $44.3M | 0.18% | −100,508−11.6% | Reduced |
| Royal Bank of Canada | 748,353 | $43.5M | 0.01% | +69,413+10.2% | Added |
| Citigroup Inc | 697,364 | $40.5M | 0.05% | +275,309+65.2% | Added |
| Partners Group Holding AG | 694,082 | $40.3M | 3.43% | −23,689−3.3% | Reduced |
| Bank of Nova Scotia | 632,356 | $36.7M | 0.07% | +598,416+1,763.2% | Added |
| TD Asset Management Inc | 618,386 | $35.9M | 0.04% | −19,787−3.1% | Reduced |
| Rhumbline Advisers | 598,689 | $34.8M | 0.04% | −54,739−8.4% | Reduced |
| Miller Howard Investments Inc | 550,866 | $32.0M | 1.11% | −334,239−37.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 547,063 | $31.8M | 0.23% | +8,767+1.6% | Added |
| Truist Financial Corp | 546,868 | $31.8M | 0.05% | −23,020−4.0% | Reduced |
| Natixis | 534,560 | $31.0M | 0.24% | +386,393+260.8% | Added |
| Envestnet Asset Management Inc | 526,965 | $30.6M | 0.01% | −183,364−25.8% | Reduced |
| Assenagon Asset Management S.A. | 517,106 | $30.0M | 0.09% | +422,290+445.4% | Added |
| Squarepoint Ops LLC | 507,439 | $29.5M | 0.12% | +436,432+614.6% | Added |
| Victory Capital Management Inc | 499,985 | $29.0M | 0.03% | +2,578+0.5% | Added |
| ING Groep NV | 486,326 | $28.2M | 0.23% | +486,326 | New |
| Aviva PLC | 477,706 | $27.7M | 0.10% | +41,594+9.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 463,854 | $26.9M | 0.57% | +13,163+2.9% | Added |
| M&T Bank Corp | 442,186 | $25.7M | 0.09% | −19,733−4.3% | Reduced |
| Soroban Capital Partners LP | 427,802 | $24.8M | 0.31% | +427,802 | New |
| National Pension Service | 420,134 | $24.4M | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 407,608 | $23.7M | 0.03% | −13,099−3.1% | Reduced |
| LMR Partners LLP | 385,903 | $22.4M | 0.56% | +114,001+41.9% | Added |
| RWC Asset Management LLP | 384,078 | $22.3M | 1.35% | −22,775−5.6% | Reduced |
| Raymond James & Associates | 382,559 | $22.2M | 0.02% | −34,552−8.3% | Reduced |
| Principal Financial Group Inc | 372,364 | $21.6M | 0.01% | +2,549+0.7% | Added |
| Yaupon Capital Management LP | 369,166 | $21.4M | 2.32% | +93,002+33.7% | Added |
| Empower Advisory Group, LLC | 364,643 | $21.2M | 0.08% | −75,554−17.2% | Reduced |
| Alliancebernstein L.P. | 361,225 | $21.0M | 0.01% | +9,881+2.8% | Added |
| Russell Investments Group, Ltd. | 357,536 | $20.8M | 0.04% | +48,265+15.6% | Added |
| Lord, Abbett & Co. LLC | 346,800 | $20.1M | 0.07% | −340−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 335,551 | $19.5M | 0.04% | +229,335+215.9% | Added |
| State Board of Administration of Florida Retirement System | 333,726 | $19.4M | 0.04% | −5,924−1.7% | Reduced |
| Bahl & Gaynor Inc | 323,153 | $18.8M | 0.11% | −19,735−5.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 316,594 | $18.4M | 0.15% | +316,594 | New |
| Bruce & Co., Inc. | 316,000 | $18.4M | 6.40% | −40,000−11.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 302,821 | $18.0M | 0.03% | +30,125+11.0% | Added |
| SEI Investments Co | 299,108 | $17.4M | 0.03% | +56,322+23.2% | Added |