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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 33,595 | $1.95M | 0.02% | +7,067+26.6% | Added |
| Crossmark Global Holdings, Inc. | 34,199 | $1.99M | 0.04% | +5,645+19.8% | Added |
| Public Sector Pension Investment Board | 34,267 | $1.99M | 0.02% | −33,796−49.7% | Reduced |
| Janney Montgomery Scott LLC | 34,929 | $2.03M | 0.01% | −647−1.8% | Reduced |
| Wealthfront Advisers LLC | 35,418 | $2.06M | 0.01% | +4,874+16.0% | Added |
| Centiva Capital, LP | 35,585 | $2.07M | 0.13% | +22,854+179.5% | Added |
| Cox Capital Mgt LLC | 35,708 | $2.07M | 1.35% | −16,662−31.8% | Reduced |
| Westpac Banking Corp | 36,334 | $2.11M | 0.17% | −4,722−11.5% | Reduced |
| State of Alaska, Department of Revenue | 36,678 | $2.13M | 0.03% | −2,945−7.4% | Reduced |
| CIBC World Markets Corp | 37,553 | $2.18M | 0.01% | +21,451+133.2% | Added |
| Xponance, Inc. | 37,704 | $2.19M | 0.03% | −1,593−4.1% | Reduced |
| Mutual of America Capital Management LLC | 39,036 | $2.27M | 0.03% | −1,780−4.4% | Reduced |
| ProShare Advisors LLC | 39,180 | $2.28M | 0.01% | −3,639−8.5% | Reduced |
| Point72 Hong Kong Ltd | 39,337 | $2.28M | 0.14% | +39,337 | New |
| Fifth Third Bancorp | 40,864 | $2.37M | 0.01% | −180−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,912 | $2.38M | 0.03% | −642−1.5% | Reduced |
| New York Life Investment Management LLC | 41,357 | $2.40M | 0.02% | −309−0.7% | Reduced |
| Engineers Gate Manager LP | 41,380 | $2.40M | 0.07% | +31,753+329.8% | Added |
| Nissay Asset Management Corp | 41,589 | $2.42M | 0.02% | +1,208+3.0% | Added |
| Janus Henderson Group PLC | 41,808 | $2.43M | 0.00% | −232−0.6% | Reduced |
| Voloridge Investment Management, LLC | 42,498 | $2.47M | 0.01% | −191,874−81.9% | Reduced |
| NBC Securities, Inc. | 44,245 | $2.57M | 0.26% | −818−1.8% | Reduced |
| Tredje AP-fonden | 46,188 | $2.68M | 0.03% | −1,954−4.1% | Reduced |
| Degroof Petercam Asset Management | 46,283 | $2.69M | 0.04% | +46,283 | New |
| Sigma Planning Corp | 46,314 | $2.69M | 0.21% | −2,717−5.5% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 47,256 | $2.74M | 0.26% | +398+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 47,666 | $2.77M | 0.01% | −701−1.4% | Reduced |
| Chatham Capital Group, Inc. | 48,335 | $2.81M | 0.57% | +9,610+24.8% | Added |
| First Citizens Bank & Trust Co | 48,582 | $2.82M | 0.05% | −2,324−4.6% | Reduced |
| Brasada Capital Management, LP | 48,933 | $2.84M | 0.56% | +27,592+129.3% | Added |
| Verition Fund Management LLC | 49,491 | $2.87M | 0.03% | −28,626−36.6% | Reduced |
| Forsta Ap-Fonden | 49,600 | $2.88M | 0.03% | +9,300+23.1% | Added |
| The PNC Financial Services Group, Inc. | 49,976 | $2.90M | 0.00% | +3,916+8.5% | Added |
| Utah Retirement Systems | 50,308 | $2.92M | 0.04% | +300+0.6% | Added |
| Czech National Bank | 51,100 | $2.97M | 0.04% | +113+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 52,708 | $3.06M | 0.06% | +4,885+10.2% | Added |
| CI Private Wealth, LLC | 53,385 | $3.10M | 0.01% | +4,595+9.4% | Added |
| Tower Research Capital LLC (TRC) | 53,717 | $3.12M | 0.04% | +39,702+283.3% | Added |
| Yousif Capital Management, LLC | 54,871 | $3.19M | 0.04% | −2,508−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 55,584 | $3.23M | 0.01% | −39,297−41.4% | Reduced |
| First American Bank | 59,057 | $3.43M | 0.29% | +5,050+9.4% | Added |
| Benjamin Edwards Inc | 59,338 | $3.45M | 0.75% | −718−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,371 | $3.45M | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 60,227 | $3.50M | 0.03% | −38−0.1% | Reduced |
| DnB Asset Management AS | 61,109 | $3.55M | 0.02% | +1,360+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,072 | $3.72M | 0.01% | +26,034+68.4% | Added |
| Retirement Systems of Alabama | 64,303 | $3.73M | 0.02% | −1,659−2.5% | Reduced |
| Guggenheim Capital LLC | 64,742 | $3.76M | 0.03% | +3,523+5.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 65,242 | $3.79M | 0.05% | +58,431+857.9% | Added |
| Assetmark, Inc | 66,908 | $3.89M | 0.01% | +3,599+5.7% | Added |
| USS Investment Management Ltd | 68,634 | $3.99M | 0.04% | −11,400−14.2% | Reduced |
| SilverOak Wealth Management LLC | 68,825 | $4.00M | 1.08% | +68,825 | New |
| Envestnet Portfolio Solutions, Inc. | 69,499 | $4.04M | 0.02% | −9,751−12.3% | Reduced |
| Van Eck Associates Corp | 69,966 | $4.06M | 0.01% | −3,622−4.9% | Reduced |
| MetLife Investment Management | 70,806 | $4.11M | 0.03% | −1,330−1.8% | Reduced |
| Wellington Management Group LLP | 70,880 | $4.12M | 0.00% | +70,880 | New |
| Amalgamated Bank | 72,177 | $4.19M | 0.03% | −2,456−3.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 72,199 | $4.19M | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 72,774 | $4.23M | 0.01% | −40,144−35.6% | Reduced |
| Commonwealth Equity Services, LLC | 73,233 | $4.25M | 0.01% | +4,173+6.0% | Added |
| Captrust Financial Advisors | 73,495 | $4.27M | 0.01% | −2,983−3.9% | Reduced |
| Pacer Advisors, Inc. | 74,182 | $4.31M | 0.01% | +45,843+161.8% | Added |
| American International Group, Inc. | 76,500 | $4.44M | 0.02% | −686−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 77,397 | $4.49M | 0.02% | +50.0% | Added |
| Logan Capital Management Inc | 77,727 | $4.51M | 0.21% | −9,357−10.7% | Reduced |
| Panagora Asset Management Inc | 78,299 | $4.55M | 0.03% | +3,672+4.9% | Added |
| State of Michigan Retirement System | 79,899 | $4.64M | 0.03% | −100−0.1% | Reduced |
| Arizona State Retirement System | 80,178 | $4.66M | 0.04% | +608+0.8% | Added |
| Kempen Capital Management N.V. | 82,462 | $4.79M | 0.07% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 85,249 | $4.95M | 0.01% | −31,876−27.2% | Reduced |
| HighTower Advisors, LLC | 86,863 | $5.05M | 0.01% | +11,380+15.1% | Added |
| Howe & Rusling Inc | 92,481 | $5.37M | 0.57% | −20,842−18.4% | Reduced |
| Korea Investment CORP | 92,728 | $5.38M | 0.01% | −24,482−20.9% | Reduced |
| Holocene Advisors, LP | 96,471 | $5.60M | 0.02% | −77,745−44.6% | Reduced |
| IFM Investors Pty Ltd | 97,475 | $5.66M | 0.07% | +269+0.3% | Added |
| Chartwell Investment Partners, LLC | 99,183 | $5.76M | 0.20% | −9,526−8.8% | Reduced |
| Wedge Capital Management L L P | 100,188 | $5.82M | 0.10% | −743−0.7% | Reduced |
| Stifel Financial Corp | 101,637 | $5.90M | 0.01% | −1,935−1.9% | Reduced |
| Jefferies Financial Group Inc. | 107,317 | $6.23M | 0.10% | −6,015−5.3% | Reduced |
| NewSquare Capital LLC | 115,007 | $6.58M | 0.63% | +2,326+2.1% | Added |
| Mattern Capital Management, LLC | 113,770 | $6.61M | 0.96% | +3,712+3.4% | Added |
| Voya Investment Management LLC | 113,828 | $6.61M | 0.01% | −4,316−3.7% | Reduced |
| Susquehanna International Group, LLP | 115,010 | $6.68M | 0.01% | −260,200−69.3% | Reduced |
| New England Asset Management Inc | 121,650 | $7.06M | 1.14% | −11,300−8.5% | Reduced |
| Nicholas Company, Inc. | 127,390 | $7.40M | 0.13% | +7,985+6.7% | Added |
| Treasurer of the State of North Carolina | 129,050 | $7.49M | 0.04% | +1,260+1.0% | Added |
| CIBC Asset Management Inc | 129,891 | $7.54M | 0.03% | −4,766−3.5% | Reduced |
| AQR Capital Management LLC | 131,465 | $7.61M | 0.01% | +48,554+58.6% | Added |
| Mn Services Vermogensbeheer B.V. | 133,769 | $7.77M | 0.07% | −5,200−3.7% | Reduced |
| State of Tennessee, Treasury Department | 134,668 | $7.82M | 0.03% | −28,996−17.7% | Reduced |
| State of New Jersey Common Pension Fund D | 138,187 | $8.02M | 0.03% | 00.0% | Unchanged |
| Covea Finance | 140,800 | $8.18M | 0.40% | +85,300+153.7% | Added |
| Jane Street Group, LLC | 147,770 | $8.58M | 0.01% | +70,915+92.3% | Added |
| Omers Administration Corp | 152,500 | $8.86M | 0.11% | +152,500 | New |
| First American Trust, FSB | 153,152 | $8.89M | 1.10% | −2,350−1.5% | Reduced |
| Zimmer Partners, LP | 156,880 | $9.11M | 0.33% | −1,966,465−92.6% | Reduced |
| Great West Life Assurance Co | 163,243 | $9.43M | 0.02% | +2,496+1.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 162,982 | $9.46M | 0.03% | −999−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 164,840 | $9.57M | 0.07% | −2,323−1.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 167,066 | $9.70M | 0.65% | +2,933+1.8% | Added |