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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 167,258 | $9.71M | 0.01% | +25,561+18.0% | Added |
| Ensign Peak Advisors, Inc | 171,506 | $9.96M | 0.02% | +2,357+1.4% | Added |
| Westwood Holdings Group Inc. | 171,902 | $9.98M | 0.08% | −9,092−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 173,243 | $10.1M | 0.04% | +7,359+4.4% | Added |
| Renaissance Technologies LLC | 174,300 | $10.1M | 0.02% | +174,300 | New |
| Hennessy Advisors Inc | 178,198 | $10.3M | 0.52% | −8,700−4.7% | Reduced |
| Asset Management One Co.,Ltd. | 181,054 | $10.5M | 0.04% | −2,166−1.2% | Reduced |
| Comerica Bank | 181,102 | $10.5M | 0.05% | −675−0.4% | Reduced |
| AMF Pensionsforsakring AB | 180,883 | $10.5M | 0.09% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 189,075 | $11.0M | 0.03% | +3,776+2.0% | Added |
| Manufacturers Life Insurance Company, The | 189,487 | $11.0M | 0.01% | −67,081−26.1% | Reduced |
| New York State Common Retirement Fund | 191,368 | $11.1M | 0.02% | −27,019−12.4% | Reduced |
| Gabelli Funds LLC | 194,417 | $11.3M | 0.09% | −756−0.4% | Reduced |
| First Trust Advisors LP | 203,057 | $11.8M | 0.01% | −1,166,896−85.2% | Reduced |
| Illinois Municipal Retirement Fund | 203,564 | $11.8M | 0.20% | +7,188+3.7% | Added |
| Schroder Investment Management Group | 208,044 | $12.1M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 218,208 | $12.6M | 0.02% | −45,512−17.3% | Reduced |
| CIBC Private Wealth Group, LLC | 218,133 | $12.7M | 0.03% | −231,004−51.4% | Reduced |
| Calamos Advisors LLC | 220,691 | $12.8M | 0.07% | +78,217+54.9% | Added |
| Greenland Capital Management LP | 221,763 | $12.9M | 1.98% | +136,383+159.7% | Added |
| AE Wealth Management LLC | 234,530 | $13.2M | 0.07% | −32,765−12.3% | Reduced |
| LPL Financial LLC | 227,806 | $13.2M | 0.01% | −4,665−2.0% | Reduced |
| US Bancorp | 238,114 | $13.8M | 0.02% | −58,107−19.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 253,096 | $14.7M | 0.02% | −7,803−3.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 266,318 | $15.5M | 0.04% | +6,355+2.4% | Added |
| Keybank National Association | 269,832 | $15.7M | 0.07% | −19,473−6.7% | Reduced |
| Epoch Investment Partners, Inc. | 274,174 | $15.9M | 0.07% | −28,047−9.3% | Reduced |
| Eventide Asset Management, LLC | 279,080 | $16.2M | 0.26% | −52,278−15.8% | Reduced |
| National Bank of Canada | 273,218 | $16.2M | 0.03% | −92,839−25.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 283,361 | $16.5M | 0.03% | +283,361 | New |
| Capital Group Private Client Services, Inc. | 287,642 | $16.7M | 0.17% | +251,102+687.2% | Added |
| New York State Teachers Retirement System | 297,094 | $17.3M | 0.04% | −4,109−1.4% | Reduced |
| SEI Investments Co | 299,108 | $17.4M | 0.03% | +56,322+23.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 302,821 | $18.0M | 0.03% | +30,125+11.0% | Added |
| Bruce & Co., Inc. | 316,000 | $18.4M | 6.40% | −40,000−11.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 316,594 | $18.4M | 0.15% | +316,594 | New |
| Bahl & Gaynor Inc | 323,153 | $18.8M | 0.11% | −19,735−5.8% | Reduced |
| State Board of Administration of Florida Retirement System | 333,726 | $19.4M | 0.04% | −5,924−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 335,551 | $19.5M | 0.04% | +229,335+215.9% | Added |
| Lord, Abbett & Co. LLC | 346,800 | $20.1M | 0.07% | −340−0.1% | Reduced |
| Russell Investments Group, Ltd. | 357,536 | $20.8M | 0.04% | +48,265+15.6% | Added |
| Alliancebernstein L.P. | 361,225 | $21.0M | 0.01% | +9,881+2.8% | Added |
| Empower Advisory Group, LLC | 364,643 | $21.2M | 0.08% | −75,554−17.2% | Reduced |
| Yaupon Capital Management LP | 369,166 | $21.4M | 2.32% | +93,002+33.7% | Added |
| Principal Financial Group Inc | 372,364 | $21.6M | 0.01% | +2,549+0.7% | Added |
| Raymond James & Associates | 382,559 | $22.2M | 0.02% | −34,552−8.3% | Reduced |
| RWC Asset Management LLP | 384,078 | $22.3M | 1.35% | −22,775−5.6% | Reduced |
| LMR Partners LLP | 385,903 | $22.4M | 0.56% | +114,001+41.9% | Added |
| California State Teachers Retirement System | 407,608 | $23.7M | 0.03% | −13,099−3.1% | Reduced |
| National Pension Service | 420,134 | $24.4M | 0.03% | 00.0% | Unchanged |
| Soroban Capital Partners LP | 427,802 | $24.8M | 0.31% | +427,802 | New |
| M&T Bank Corp | 442,186 | $25.7M | 0.09% | −19,733−4.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 463,854 | $26.9M | 0.57% | +13,163+2.9% | Added |
| Aviva PLC | 477,706 | $27.7M | 0.10% | +41,594+9.5% | Added |
| ING Groep NV | 486,326 | $28.2M | 0.23% | +486,326 | New |
| Victory Capital Management Inc | 499,985 | $29.0M | 0.03% | +2,578+0.5% | Added |
| Squarepoint Ops LLC | 507,439 | $29.5M | 0.12% | +436,432+614.6% | Added |
| Assenagon Asset Management S.A. | 517,106 | $30.0M | 0.09% | +422,290+445.4% | Added |
| Envestnet Asset Management Inc | 526,965 | $30.6M | 0.01% | −183,364−25.8% | Reduced |
| Natixis | 534,560 | $31.0M | 0.24% | +386,393+260.8% | Added |
| Truist Financial Corp | 546,868 | $31.8M | 0.05% | −23,020−4.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 547,063 | $31.8M | 0.23% | +8,767+1.6% | Added |
| Miller Howard Investments Inc | 550,866 | $32.0M | 1.11% | −334,239−37.8% | Reduced |
| Rhumbline Advisers | 598,689 | $34.8M | 0.04% | −54,739−8.4% | Reduced |
| TD Asset Management Inc | 618,386 | $35.9M | 0.04% | −19,787−3.1% | Reduced |
| Bank of Nova Scotia | 632,356 | $36.7M | 0.07% | +598,416+1,763.2% | Added |
| Partners Group Holding AG | 694,082 | $40.3M | 3.43% | −23,689−3.3% | Reduced |
| Citigroup Inc | 697,364 | $40.5M | 0.05% | +275,309+65.2% | Added |
| Royal Bank of Canada | 748,353 | $43.5M | 0.01% | +69,413+10.2% | Added |
| STRS Ohio | 763,302 | $44.3M | 0.18% | −100,508−11.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 763,548 | $44.3M | 0.03% | −1,956−0.3% | Reduced |
| iA Global Asset Management Inc. | 770,689 | $44.8M | 1.03% | +189,874+32.7% | Added |
| HITE Hedge Asset Management LLC | 776,932 | $45.1M | 4.74% | +559,908+258.0% | Added |
| Point72 Asset Management, L.P. | 787,278 | $45.7M | 0.14% | +785,598+46,761.8% | Added |
| Deutsche Bank AG | 800,885 | $46.5M | 0.02% | −44,191−5.2% | Reduced |
| APG Asset Management N.V. | 909,504 | $47.8M | 0.09% | +70,619+8.4% | Added |
| Energy Income Partners, LLC | 829,895 | $48.2M | 1.04% | −57,283−6.5% | Reduced |
| Canada Pension Plan Investment Board | 832,337 | $48.3M | 0.06% | +275,617+49.5% | Added |
| Barclays PLC | 866,735 | $50.3M | 0.03% | +237,071+37.7% | Added |
| DekaBank Deutsche Girozentrale | 911,833 | $52.6M | 0.11% | +850,731+1,392.3% | Added |
| Swiss National Bank | 912,200 | $53.0M | 0.04% | −25,900−2.8% | Reduced |
| UniSuper Management Pty Ltd | 963,175 | $55.9M | 0.62% | +121,746+14.5% | Added |
| FMR LLC | 974,006 | $56.6M | 0.00% | +118,596+13.9% | Added |
| Credit Suisse AG | 1,001,215 | $58.1M | 0.06% | +81,458+8.9% | Added |
| Cbre Clarion Securities LLC | 1,010,892 | $58.7M | 1.07% | −70,237−6.5% | Reduced |
| Cohen & Steers, Inc. | 1,033,080 | $60.0M | 0.12% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,038,851 | $60.3M | 0.02% | +18,636+1.8% | Added |
| HSBC Holdings PLC | 1,071,473 | $62.1M | 0.06% | +611,282+132.8% | Added |
| UBS Group AG | 1,077,075 | $62.5M | 0.03% | +562,600+109.4% | Added |
| Standard Life Aberdeen plc | 1,108,011 | $64.3M | 0.14% | −2,036,269−64.8% | Reduced |
| Ceredex Value Advisors LLC | 1,229,931 | $71.4M | 1.24% | −617,177−33.4% | Reduced |
| Brookfield Asset Management Inc. | 1,340,058 | $77.8M | 0.44% | +119,022+9.7% | Added |
| Millennium Management LLC | 1,418,125 | $82.4M | 0.08% | +160,043+12.7% | Added |
| Bank of Montreal | 1,445,112 | $84.0M | 0.05% | +54,612+3.9% | Added |
| UBS Asset Management Americas Inc | 1,458,736 | $84.7M | 0.03% | −65,637−4.3% | Reduced |
| Macquarie Group Ltd | 1,472,373 | $85.5M | 0.10% | +28,554+2.0% | Added |
| 1832 Asset Management L.P. | 1,506,680 | $87.5M | 0.17% | +225,872+17.6% | Added |
| Charles Schwab Investment Management Inc | 1,680,374 | $97.6M | 0.02% | +40,302+2.5% | Added |
| Reaves W H & Co Inc | 1,797,831 | $104.4M | 3.79% | −8,354−0.5% | Reduced |
| California Public Employees Retirement System | 1,813,036 | $105.3M | 0.08% | −20,767−1.1% | Reduced |