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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 297,094 | $17.3M | 0.04% | −4,109−1.4% | Reduced |
| Capital Group Private Client Services, Inc. | 287,642 | $16.7M | 0.17% | +251,102+687.2% | Added |
| Adage Capital Partners GP, L.L.C. | 283,361 | $16.5M | 0.03% | +283,361 | New |
| National Bank of Canada | 273,218 | $16.2M | 0.03% | −92,839−25.4% | Reduced |
| Eventide Asset Management, LLC | 279,080 | $16.2M | 0.26% | −52,278−15.8% | Reduced |
| Epoch Investment Partners, Inc. | 274,174 | $15.9M | 0.07% | −28,047−9.3% | Reduced |
| Keybank National Association | 269,832 | $15.7M | 0.07% | −19,473−6.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 266,318 | $15.5M | 0.04% | +6,355+2.4% | Added |
| Allspring Global Investments Holdings, LLC | 253,096 | $14.7M | 0.02% | −7,803−3.0% | Reduced |
| US Bancorp | 238,114 | $13.8M | 0.02% | −58,107−19.6% | Reduced |
| LPL Financial LLC | 227,806 | $13.2M | 0.01% | −4,665−2.0% | Reduced |
| AE Wealth Management LLC | 234,530 | $13.2M | 0.07% | −32,765−12.3% | Reduced |
| Greenland Capital Management LP | 221,763 | $12.9M | 1.98% | +136,383+159.7% | Added |
| Calamos Advisors LLC | 220,691 | $12.8M | 0.07% | +78,217+54.9% | Added |
| CIBC Private Wealth Group, LLC | 218,133 | $12.7M | 0.03% | −231,004−51.4% | Reduced |
| Prudential Financial Inc | 218,208 | $12.6M | 0.02% | −45,512−17.3% | Reduced |
| Schroder Investment Management Group | 208,044 | $12.1M | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 203,564 | $11.8M | 0.20% | +7,188+3.7% | Added |
| First Trust Advisors LP | 203,057 | $11.8M | 0.01% | −1,166,896−85.2% | Reduced |
| Gabelli Funds LLC | 194,417 | $11.3M | 0.09% | −756−0.4% | Reduced |
| New York State Common Retirement Fund | 191,368 | $11.1M | 0.02% | −27,019−12.4% | Reduced |
| Manufacturers Life Insurance Company, The | 189,487 | $11.0M | 0.01% | −67,081−26.1% | Reduced |
| State of Wisconsin Investment Board | 189,075 | $11.0M | 0.03% | +3,776+2.0% | Added |
| AMF Pensionsforsakring AB | 180,883 | $10.5M | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 181,102 | $10.5M | 0.05% | −675−0.4% | Reduced |
| Asset Management One Co.,Ltd. | 181,054 | $10.5M | 0.04% | −2,166−1.2% | Reduced |
| Hennessy Advisors Inc | 178,198 | $10.3M | 0.52% | −8,700−4.7% | Reduced |
| Renaissance Technologies LLC | 174,300 | $10.1M | 0.02% | +174,300 | New |
| Public Employees Retirement System of Ohio | 173,243 | $10.1M | 0.04% | +7,359+4.4% | Added |
| Westwood Holdings Group Inc. | 171,902 | $9.98M | 0.08% | −9,092−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 171,506 | $9.96M | 0.02% | +2,357+1.4% | Added |
| Toronto Dominion Bank | 167,258 | $9.71M | 0.01% | +25,561+18.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 167,066 | $9.70M | 0.65% | +2,933+1.8% | Added |
| Nisa Investment Advisors, LLC | 164,840 | $9.57M | 0.07% | −2,323−1.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 162,982 | $9.46M | 0.03% | −999−0.6% | Reduced |
| Great West Life Assurance Co | 163,243 | $9.43M | 0.02% | +2,496+1.6% | Added |
| Zimmer Partners, LP | 156,880 | $9.11M | 0.33% | −1,966,465−92.6% | Reduced |
| First American Trust, FSB | 153,152 | $8.89M | 1.10% | −2,350−1.5% | Reduced |
| Omers Administration Corp | 152,500 | $8.86M | 0.11% | +152,500 | New |
| Jane Street Group, LLC | 147,770 | $8.58M | 0.01% | +70,915+92.3% | Added |
| Covea Finance | 140,800 | $8.18M | 0.40% | +85,300+153.7% | Added |
| State of New Jersey Common Pension Fund D | 138,187 | $8.02M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 134,668 | $7.82M | 0.03% | −28,996−17.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 133,769 | $7.77M | 0.07% | −5,200−3.7% | Reduced |
| AQR Capital Management LLC | 131,465 | $7.61M | 0.01% | +48,554+58.6% | Added |
| CIBC Asset Management Inc | 129,891 | $7.54M | 0.03% | −4,766−3.5% | Reduced |
| Treasurer of the State of North Carolina | 129,050 | $7.49M | 0.04% | +1,260+1.0% | Added |
| Nicholas Company, Inc. | 127,390 | $7.40M | 0.13% | +7,985+6.7% | Added |
| New England Asset Management Inc | 121,650 | $7.06M | 1.14% | −11,300−8.5% | Reduced |
| Susquehanna International Group, LLP | 115,010 | $6.68M | 0.01% | −260,200−69.3% | Reduced |
| Voya Investment Management LLC | 113,828 | $6.61M | 0.01% | −4,316−3.7% | Reduced |
| Mattern Capital Management, LLC | 113,770 | $6.61M | 0.96% | +3,712+3.4% | Added |
| NewSquare Capital LLC | 115,007 | $6.58M | 0.63% | +2,326+2.1% | Added |
| Jefferies Financial Group Inc. | 107,317 | $6.23M | 0.10% | −6,015−5.3% | Reduced |
| Stifel Financial Corp | 101,637 | $5.90M | 0.01% | −1,935−1.9% | Reduced |
| Wedge Capital Management L L P | 100,188 | $5.82M | 0.10% | −743−0.7% | Reduced |
| Chartwell Investment Partners, LLC | 99,183 | $5.76M | 0.20% | −9,526−8.8% | Reduced |
| IFM Investors Pty Ltd | 97,475 | $5.66M | 0.07% | +269+0.3% | Added |
| Holocene Advisors, LP | 96,471 | $5.60M | 0.02% | −77,745−44.6% | Reduced |
| Korea Investment CORP | 92,728 | $5.38M | 0.01% | −24,482−20.9% | Reduced |
| Howe & Rusling Inc | 92,481 | $5.37M | 0.57% | −20,842−18.4% | Reduced |
| HighTower Advisors, LLC | 86,863 | $5.05M | 0.01% | +11,380+15.1% | Added |
| Natixis Advisors, L.P. | 85,249 | $4.95M | 0.01% | −31,876−27.2% | Reduced |
| Kempen Capital Management N.V. | 82,462 | $4.79M | 0.07% | 00.0% | Unchanged |
| Arizona State Retirement System | 80,178 | $4.66M | 0.04% | +608+0.8% | Added |
| State of Michigan Retirement System | 79,899 | $4.64M | 0.03% | −100−0.1% | Reduced |
| Panagora Asset Management Inc | 78,299 | $4.55M | 0.03% | +3,672+4.9% | Added |
| Logan Capital Management Inc | 77,727 | $4.51M | 0.21% | −9,357−10.7% | Reduced |
| Nomura Asset Management Co Ltd | 77,397 | $4.49M | 0.02% | +50.0% | Added |
| American International Group, Inc. | 76,500 | $4.44M | 0.02% | −686−0.9% | Reduced |
| Pacer Advisors, Inc. | 74,182 | $4.31M | 0.01% | +45,843+161.8% | Added |
| Captrust Financial Advisors | 73,495 | $4.27M | 0.01% | −2,983−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 73,233 | $4.25M | 0.01% | +4,173+6.0% | Added |
| D. E. Shaw & Co., Inc. | 72,774 | $4.23M | 0.01% | −40,144−35.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 72,199 | $4.19M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 72,177 | $4.19M | 0.03% | −2,456−3.3% | Reduced |
| Wellington Management Group LLP | 70,880 | $4.12M | 0.00% | +70,880 | New |
| MetLife Investment Management | 70,806 | $4.11M | 0.03% | −1,330−1.8% | Reduced |
| Van Eck Associates Corp | 69,966 | $4.06M | 0.01% | −3,622−4.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 69,499 | $4.04M | 0.02% | −9,751−12.3% | Reduced |
| SilverOak Wealth Management LLC | 68,825 | $4.00M | 1.08% | +68,825 | New |
| USS Investment Management Ltd | 68,634 | $3.99M | 0.04% | −11,400−14.2% | Reduced |
| Assetmark, Inc | 66,908 | $3.89M | 0.01% | +3,599+5.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 65,242 | $3.79M | 0.05% | +58,431+857.9% | Added |
| Guggenheim Capital LLC | 64,742 | $3.76M | 0.03% | +3,523+5.8% | Added |
| Retirement Systems of Alabama | 64,303 | $3.73M | 0.02% | −1,659−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 64,072 | $3.72M | 0.01% | +26,034+68.4% | Added |
| DnB Asset Management AS | 61,109 | $3.55M | 0.02% | +1,360+2.3% | Added |
| Texas Permanent School Fund | 60,227 | $3.50M | 0.03% | −38−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,371 | $3.45M | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 59,338 | $3.45M | 0.75% | −718−1.2% | Reduced |
| First American Bank | 59,057 | $3.43M | 0.29% | +5,050+9.4% | Added |
| Advisor Group Holdings, Inc. | 55,584 | $3.23M | 0.01% | −39,297−41.4% | Reduced |
| Yousif Capital Management, LLC | 54,871 | $3.19M | 0.04% | −2,508−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 53,717 | $3.12M | 0.04% | +39,702+283.3% | Added |
| CI Private Wealth, LLC | 53,385 | $3.10M | 0.01% | +4,595+9.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 52,708 | $3.06M | 0.06% | +4,885+10.2% | Added |
| Czech National Bank | 51,100 | $2.97M | 0.04% | +113+0.2% | Added |
| Utah Retirement Systems | 50,308 | $2.92M | 0.04% | +300+0.6% | Added |
| The PNC Financial Services Group, Inc. | 49,976 | $2.90M | 0.00% | +3,916+8.5% | Added |