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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 11,473 | $666.3K | 0.14% | +596+5.5% | Added |
| Quantbot Technologies LP | 11,485 | $666.9K | 0.04% | −24,061−67.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,581 | $672.5K | 0.03% | +80+0.7% | Added |
| Profund Advisors LLC | 11,792 | $684.8K | 0.03% | −306−2.5% | Reduced |
| Metropolitan Life Insurance Co | 11,875 | $689.6K | 0.03% | −195−1.6% | Reduced |
| CWM, LLC | 11,914 | $692.0K | 0.00% | +119+1.0% | Added |
| Wexford Capital LP | 12,201 | $708.5K | 0.15% | +12,201 | New |
| Northwestern Mutual Wealth Management Co | 12,466 | $723.9K | 0.00% | −543−4.2% | Reduced |
| Huntington National Bank | 12,519 | $727.0K | 0.01% | −437−3.4% | Reduced |
| Everence Capital Management Inc | 12,530 | $728.0K | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,669 | $736.0K | 0.00% | −7,246−36.4% | Reduced |
| Glenmede Trust Co NA | 13,128 | $762.3K | 0.00% | −4,283−24.6% | Reduced |
| Entropy Technologies, LP | 13,248 | $769.3K | 0.14% | +13,248 | New |
| Eaton Financial Holdings Company, LLC | 13,297 | $772.2K | 0.19% | +916+7.4% | Added |
| United Services Automobile Association | 13,361 | $775.9K | 0.02% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 13,376 | $776.7K | 0.02% | −642−4.6% | Reduced |
| Teacher Retirement System of Texas | 13,404 | $778.0K | 0.01% | −9,190−40.7% | Reduced |
| Hantz Financial Services, Inc. | 13,530 | $786.0K | 0.02% | −43−0.3% | Reduced |
| Vestcor Inc | 14,040 | $815.0K | 0.03% | −80−0.6% | Reduced |
| BLB&B Advisors, LLC | 14,372 | $834.6K | 0.05% | −625−4.2% | Reduced |
| Beck Bode, LLC | 14,412 | $836.9K | 0.19% | +2,031+16.4% | Added |
| Prospera Financial Services Inc | 14,489 | $841.4K | 0.03% | −2,124−12.8% | Reduced |
| Moody National Bank Trust Division | 14,803 | $859.6K | 0.07% | −4,631−23.8% | Reduced |
| IFP Advisors, Inc | 14,965 | $869.0K | 0.04% | −1,880−11.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,171 | $881.0K | 0.12% | +15,171 | New |
| New Mexico Educational Retirement Board | 15,210 | $883.0K | 0.03% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 15,368 | $892.4K | 0.39% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 15,379 | $893.1K | 0.00% | −2,402−13.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,475 | $898.6K | 0.02% | +100+0.7% | Added |
| Avantax Advisory Services, Inc. | 15,902 | $923.4K | 0.01% | −4,433−21.8% | Reduced |
| Telemus Capital, LLC | 16,013 | $929.9K | 0.08% | −1,000−5.9% | Reduced |
| Nordea Investment Management AB | 16,168 | $940.7K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,237 | $942.9K | 0.01% | +3,239+24.9% | Added |
| Metis Global Partners, LLC | 17,031 | $989.0K | 0.04% | −507−2.9% | Reduced |
| Banque Cantonale Vaudoise | 17,054 | $990.0K | 0.04% | +9,306+120.1% | Added |
| Chesley Taft & Associates LLC | 17,486 | $1.02M | 0.06% | −250−1.4% | Reduced |
| Mercer Global Advisors Inc | 17,606 | $1.02M | 0.00% | +915+5.5% | Added |
| Louisiana State Employees Retirement System | 17,600 | $1.02M | 0.02% | −500−2.8% | Reduced |
| Prudential PLC | 17,999 | $1.05M | 0.01% | −12,967−41.9% | Reduced |
| Securian Asset Management, Inc | 18,404 | $1.07M | 0.03% | −2,443−11.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,416 | $1.07M | 0.00% | −252−1.3% | Reduced |
| HB Wealth Management, LLC | 18,616 | $1.08M | 0.02% | +1,263+7.3% | Added |
| Fox Run Management, L.L.C. | 18,740 | $1.09M | 0.28% | +7,147+61.6% | Added |
| Mattern Wealth Management LLC | 18,997 | $1.10M | 0.28% | +454+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,233 | $1.12M | 0.00% | −1,867−8.8% | Reduced |
| Achmea Investment Management B.V. | 19,265 | $1.12M | 0.02% | −4,786−19.9% | Reduced |
| KBC Group NV | 19,352 | $1.12M | 0.00% | +2,167+12.6% | Added |
| Hartford Investment Management Co | 19,834 | $1.15M | 0.04% | −82−0.4% | Reduced |
| Opus Investment Management Inc | 20,000 | $1.16M | 0.67% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 20,123 | $1.17M | 0.01% | +8,825+78.1% | Added |
| Walleye Trading LLC | 20,638 | $1.20M | 0.02% | +20,638 | New |
| JustInvest LLC | 20,640 | $1.20M | 0.03% | +2,852+16.0% | Added |
| Private Advisor Group, LLC | 21,042 | $1.22M | 0.01% | +3,558+20.4% | Added |
| Brinker Capital Investments, LLC | 20,607 | $1.23M | 0.01% | +192+0.9% | Added |
| Orion Portfolio Solutions, LLC | 20,607 | $1.23M | 0.01% | +192+0.9% | Added |
| ISAM Funds (UK) Ltd | 21,599 | $1.25M | 0.89% | +21,599 | New |
| Exchange Capital Management, Inc. | 21,952 | $1.27M | 0.23% | −722−3.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.28M | 0.18% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,205 | $1.29M | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 22,231 | $1.29M | 0.01% | +22,231 | New |
| Atom Investors LP | 22,753 | $1.32M | 0.23% | +8,338+57.8% | Added |
| Oregon Public Employees Retirement Fund | 22,796 | $1.32M | 0.02% | +200+0.9% | Added |
| Kentucky Retirement Systems | 23,344 | $1.36M | 0.04% | +711+3.1% | Added |
| Advisors Asset Management, Inc. | 23,671 | $1.37M | 0.03% | +2,150+10.0% | Added |
| Gateway Investment Advisers LLC | 23,813 | $1.38M | 0.02% | +5,726+31.7% | Added |
| Steward Partners Investment Advisory, LLC | 23,987 | $1.39M | 0.02% | +995+4.3% | Added |
| Mackenzie Financial Corp | 24,067 | $1.40M | 0.00% | −1,900−7.3% | Reduced |
| Pathstone Holdings, LLC | 24,158 | $1.40M | 0.01% | +24,158 | New |
| Gulf International Bank (UK) Ltd | 24,216 | $1.41M | 0.04% | −3,078−11.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,736 | $1.44M | 0.00% | −1,210−4.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,044 | $1.46M | 0.01% | −1,142−4.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 25,235 | $1.47M | 0.28% | −3,312−11.6% | Reduced |
| Elo Mutual Pension Insurance Co | 25,470 | $1.48M | 0.04% | +1,055+4.3% | Added |
| Edgestream Partners, L.P. | 25,515 | $1.48M | 0.11% | −4,244−14.3% | Reduced |
| Shell Asset Management Co | 25,783 | $1.50M | 0.07% | −14,903−36.6% | Reduced |
| Atria Investments LLC | 25,840 | $1.50M | 0.02% | −12,093−31.9% | Reduced |
| Capital International Sarl | 26,223 | $1.52M | 0.06% | +26,223 | New |
| T. Rowe Price Investment Management, Inc. | 26,562 | $1.54M | 0.00% | +16,821+172.7% | Added |
| Crestline Management, LP | 27,000 | $1.57M | 0.15% | +27,000 | New |
| SG Americas Securities, LLC | 27,588 | $1.60M | 0.02% | +10,163+58.3% | Added |
| Baird Financial Group, Inc. | 27,616 | $1.60M | 0.00% | +1,420+5.4% | Added |
| Gamco Investors, Inc. Et Al | 27,750 | $1.61M | 0.02% | −200−0.7% | Reduced |
| Mariner, LLC | 27,888 | $1.62M | 0.00% | +1,482+5.6% | Added |
| Allianz Asset Management GmbH | 27,905 | $1.62M | 0.00% | −8,364−23.1% | Reduced |
| Occudo Quantitative Strategies LP | 28,080 | $1.63M | 0.22% | −15,822−36.0% | Reduced |
| Point72 Middle East FZE | 28,151 | $1.63M | 0.11% | −13,458−32.3% | Reduced |
| First Manhattan Co | 28,449 | $1.65M | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 28,729 | $1.67M | 0.38% | +402+1.4% | Added |
| Ferguson Wellman Capital Management, Inc | 29,028 | $1.69M | 0.04% | −406−1.4% | Reduced |
| Ontario Teachers Pension Plan Board | 29,325 | $1.70M | 0.02% | +29,325 | New |
| BTG Pactual Global Asset Management Ltd | 29,662 | $1.72M | 1.03% | +29,662 | New |
| Creative Planning | 29,679 | $1.72M | 0.00% | +1,646+5.9% | Added |
| Daiwa Securities Group Inc. | 29,819 | $1.73M | 0.01% | +5,740+23.8% | Added |
| GWM Advisors LLC | 29,932 | $1.73M | 0.02% | +1,839+6.5% | Added |
| WealthTrust Axiom LLC | 31,100 | $1.81M | 0.60% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 31,345 | $1.82M | 0.01% | −179−0.6% | Reduced |
| Capital International Inc | 32,464 | $1.89M | 0.03% | +10,906+50.6% | Added |
| Rafferty Asset Management, LLC | 32,550 | $1.89M | 0.01% | +2,813+9.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 32,758 | $1.90M | 0.01% | −6,426−16.4% | Reduced |
| Citadel Advisors LLC | 33,141 | $1.92M | 0.00% | −2,171,556−98.5% | Reduced |