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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 49,600 | $2.88M | 0.03% | +9,300+23.1% | Added |
| Verition Fund Management LLC | 49,491 | $2.87M | 0.03% | −28,626−36.6% | Reduced |
| Brasada Capital Management, LP | 48,933 | $2.84M | 0.56% | +27,592+129.3% | Added |
| First Citizens Bank & Trust Co | 48,582 | $2.82M | 0.05% | −2,324−4.6% | Reduced |
| Chatham Capital Group, Inc. | 48,335 | $2.81M | 0.57% | +9,610+24.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 47,666 | $2.77M | 0.01% | −701−1.4% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 47,256 | $2.74M | 0.26% | +398+0.8% | Added |
| Sigma Planning Corp | 46,314 | $2.69M | 0.21% | −2,717−5.5% | Reduced |
| Degroof Petercam Asset Management | 46,283 | $2.69M | 0.04% | +46,283 | New |
| Tredje AP-fonden | 46,188 | $2.68M | 0.03% | −1,954−4.1% | Reduced |
| NBC Securities, Inc. | 44,245 | $2.57M | 0.26% | −818−1.8% | Reduced |
| Voloridge Investment Management, LLC | 42,498 | $2.47M | 0.01% | −191,874−81.9% | Reduced |
| Janus Henderson Group PLC | 41,808 | $2.43M | 0.00% | −232−0.6% | Reduced |
| Nissay Asset Management Corp | 41,589 | $2.42M | 0.02% | +1,208+3.0% | Added |
| Engineers Gate Manager LP | 41,380 | $2.40M | 0.07% | +31,753+329.8% | Added |
| New York Life Investment Management LLC | 41,357 | $2.40M | 0.02% | −309−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,912 | $2.38M | 0.03% | −642−1.5% | Reduced |
| Fifth Third Bancorp | 40,864 | $2.37M | 0.01% | −180−0.4% | Reduced |
| Point72 Hong Kong Ltd | 39,337 | $2.28M | 0.14% | +39,337 | New |
| ProShare Advisors LLC | 39,180 | $2.28M | 0.01% | −3,639−8.5% | Reduced |
| Mutual of America Capital Management LLC | 39,036 | $2.27M | 0.03% | −1,780−4.4% | Reduced |
| Xponance, Inc. | 37,704 | $2.19M | 0.03% | −1,593−4.1% | Reduced |
| CIBC World Markets Corp | 37,553 | $2.18M | 0.01% | +21,451+133.2% | Added |
| State of Alaska, Department of Revenue | 36,678 | $2.13M | 0.03% | −2,945−7.4% | Reduced |
| Westpac Banking Corp | 36,334 | $2.11M | 0.17% | −4,722−11.5% | Reduced |
| Cox Capital Mgt LLC | 35,708 | $2.07M | 1.35% | −16,662−31.8% | Reduced |
| Centiva Capital, LP | 35,585 | $2.07M | 0.13% | +22,854+179.5% | Added |
| Wealthfront Advisers LLC | 35,418 | $2.06M | 0.01% | +4,874+16.0% | Added |
| Janney Montgomery Scott LLC | 34,929 | $2.03M | 0.01% | −647−1.8% | Reduced |
| Public Sector Pension Investment Board | 34,267 | $1.99M | 0.02% | −33,796−49.7% | Reduced |
| Crossmark Global Holdings, Inc. | 34,199 | $1.99M | 0.04% | +5,645+19.8% | Added |
| British Columbia Investment Management Corp | 33,595 | $1.95M | 0.02% | +7,067+26.6% | Added |
| Citadel Advisors LLC | 33,141 | $1.92M | 0.00% | −2,171,556−98.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 32,758 | $1.90M | 0.01% | −6,426−16.4% | Reduced |
| Rafferty Asset Management, LLC | 32,550 | $1.89M | 0.01% | +2,813+9.5% | Added |
| Capital International Inc | 32,464 | $1.89M | 0.03% | +10,906+50.6% | Added |
| Public Employees Retirement Association of Colorado | 31,345 | $1.82M | 0.01% | −179−0.6% | Reduced |
| WealthTrust Axiom LLC | 31,100 | $1.81M | 0.60% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,932 | $1.73M | 0.02% | +1,839+6.5% | Added |
| Daiwa Securities Group Inc. | 29,819 | $1.73M | 0.01% | +5,740+23.8% | Added |
| Creative Planning | 29,679 | $1.72M | 0.00% | +1,646+5.9% | Added |
| BTG Pactual Global Asset Management Ltd | 29,662 | $1.72M | 1.03% | +29,662 | New |
| Ontario Teachers Pension Plan Board | 29,325 | $1.70M | 0.02% | +29,325 | New |
| Ferguson Wellman Capital Management, Inc | 29,028 | $1.69M | 0.04% | −406−1.4% | Reduced |
| Kesler, Norman & Wride, LLC | 28,729 | $1.67M | 0.38% | +402+1.4% | Added |
| First Manhattan Co | 28,449 | $1.65M | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 28,151 | $1.63M | 0.11% | −13,458−32.3% | Reduced |
| Occudo Quantitative Strategies LP | 28,080 | $1.63M | 0.22% | −15,822−36.0% | Reduced |
| Allianz Asset Management GmbH | 27,905 | $1.62M | 0.00% | −8,364−23.1% | Reduced |
| Mariner, LLC | 27,888 | $1.62M | 0.00% | +1,482+5.6% | Added |
| Gamco Investors, Inc. Et Al | 27,750 | $1.61M | 0.02% | −200−0.7% | Reduced |
| Baird Financial Group, Inc. | 27,616 | $1.60M | 0.00% | +1,420+5.4% | Added |
| SG Americas Securities, LLC | 27,588 | $1.60M | 0.02% | +10,163+58.3% | Added |
| Crestline Management, LP | 27,000 | $1.57M | 0.15% | +27,000 | New |
| T. Rowe Price Investment Management, Inc. | 26,562 | $1.54M | 0.00% | +16,821+172.7% | Added |
| Capital International Sarl | 26,223 | $1.52M | 0.06% | +26,223 | New |
| Atria Investments LLC | 25,840 | $1.50M | 0.02% | −12,093−31.9% | Reduced |
| Shell Asset Management Co | 25,783 | $1.50M | 0.07% | −14,903−36.6% | Reduced |
| Edgestream Partners, L.P. | 25,515 | $1.48M | 0.11% | −4,244−14.3% | Reduced |
| Elo Mutual Pension Insurance Co | 25,470 | $1.48M | 0.04% | +1,055+4.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 25,235 | $1.47M | 0.28% | −3,312−11.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,044 | $1.46M | 0.01% | −1,142−4.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,736 | $1.44M | 0.00% | −1,210−4.7% | Reduced |
| Gulf International Bank (UK) Ltd | 24,216 | $1.41M | 0.04% | −3,078−11.3% | Reduced |
| Pathstone Holdings, LLC | 24,158 | $1.40M | 0.01% | +24,158 | New |
| Mackenzie Financial Corp | 24,067 | $1.40M | 0.00% | −1,900−7.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,987 | $1.39M | 0.02% | +995+4.3% | Added |
| Gateway Investment Advisers LLC | 23,813 | $1.38M | 0.02% | +5,726+31.7% | Added |
| Advisors Asset Management, Inc. | 23,671 | $1.37M | 0.03% | +2,150+10.0% | Added |
| Kentucky Retirement Systems | 23,344 | $1.36M | 0.04% | +711+3.1% | Added |
| Oregon Public Employees Retirement Fund | 22,796 | $1.32M | 0.02% | +200+0.9% | Added |
| Atom Investors LP | 22,753 | $1.32M | 0.23% | +8,338+57.8% | Added |
| HRT Financial LP | 22,231 | $1.29M | 0.01% | +22,231 | New |
| Maryland State Retirement & Pension System | 22,205 | $1.29M | 0.03% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.28M | 0.18% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 21,952 | $1.27M | 0.23% | −722−3.2% | Reduced |
| ISAM Funds (UK) Ltd | 21,599 | $1.25M | 0.89% | +21,599 | New |
| 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 |
| Private Advisor Group, LLC | 21,042 | $1.22M | 0.01% | +3,558+20.4% | Added |
| JustInvest LLC | 20,640 | $1.20M | 0.03% | +2,852+16.0% | Added |
| Walleye Trading LLC | 20,638 | $1.20M | 0.02% | +20,638 | New |
| Swiss Life Asset Management Ltd | 20,123 | $1.17M | 0.01% | +8,825+78.1% | Added |
| Opus Investment Management Inc | 20,000 | $1.16M | 0.67% | 00.0% | Unchanged |
| Hartford Investment Management Co | 19,834 | $1.15M | 0.04% | −82−0.4% | Reduced |
| KBC Group NV | 19,352 | $1.12M | 0.00% | +2,167+12.6% | Added |
| Achmea Investment Management B.V. | 19,265 | $1.12M | 0.02% | −4,786−19.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,233 | $1.12M | 0.00% | −1,867−8.8% | Reduced |
| Mattern Wealth Management LLC | 18,997 | $1.10M | 0.28% | +454+2.4% | Added |
| Fox Run Management, L.L.C. | 18,740 | $1.09M | 0.28% | +7,147+61.6% | Added |
| HB Wealth Management, LLC | 18,616 | $1.08M | 0.02% | +1,263+7.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,416 | $1.07M | 0.00% | −252−1.3% | Reduced |
| Securian Asset Management, Inc | 18,404 | $1.07M | 0.03% | −2,443−11.7% | Reduced |
| Prudential PLC | 17,999 | $1.05M | 0.01% | −12,967−41.9% | Reduced |
| Louisiana State Employees Retirement System | 17,600 | $1.02M | 0.02% | −500−2.8% | Reduced |
| Mercer Global Advisors Inc | 17,606 | $1.02M | 0.00% | +915+5.5% | Added |
| Chesley Taft & Associates LLC | 17,486 | $1.02M | 0.06% | −250−1.4% | Reduced |
| Banque Cantonale Vaudoise | 17,054 | $990.0K | 0.04% | +9,306+120.1% | Added |
| Metis Global Partners, LLC | 17,031 | $989.0K | 0.04% | −507−2.9% | Reduced |
| Cresset Asset Management, LLC | 16,237 | $942.9K | 0.01% | +3,239+24.9% | Added |