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, Q1 2024
Institutional positions in CMS Energy Corp as of Mar 31, 2024. 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
- 664
- +35 vs. Q4 2023
- Shares held
- 279.9M
- −679.8K (−0.2%) vs. Q4 2023
- Total value
- $16.9B
- +$579.7M (+3.6%) vs. Q4 2023
- New holders
- 77
- 232 more added
- Sold out
- 42
- 232 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 36,805,809 | $2.22B | 0.04% | −231,202−0.6% | Reduced |
| BlackRock Inc. | 27,206,390 | $1.64B | 0.04% | −2,094,475−7.1% | Reduced |
| JPMorgan Chase & Co | 22,662,964 | $1.37B | 0.12% | +2,786,071+14.0% | Added |
| State Street Corp | 17,932,319 | $1.08B | 0.05% | +741,393+4.3% | Added |
| Geode Capital Management, LLC | 7,115,928 | $428.3M | 0.04% | +337,103+5.0% | Added |
| Ameriprise Financial Inc | 6,785,710 | $409.4M | 0.11% | +124,946+1.9% | Added |
| Morgan Stanley | 6,483,889 | $391.2M | 0.03% | −195,056−2.9% | Reduced |
| Wells Fargo & Company | 6,334,561 | $382.2M | 0.10% | +434,699+7.4% | Added |
| Capital International Investors | 6,196,207 | $373.9M | 0.08% | −12,669−0.2% | Reduced |
| Invesco Ltd. | 4,684,310 | $282.7M | 0.06% | −33,814−0.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,163,852 | $251.2M | 0.29% | −141,750−3.3% | Reduced |
| Amundi | 4,039,983 | $236.3M | 0.10% | −56,625−1.4% | Reduced |
| Bank of New York Mellon Corp | 3,699,204 | $223.2M | 0.04% | −331,125−8.2% | Reduced |
| Goldman Sachs Group Inc | 3,690,939 | $222.7M | 0.05% | +541,641+17.2% | Added |
| Price T Rowe Associates Inc | 3,619,975 | $218.4M | 0.03% | −1,634,885−31.1% | Reduced |
| Legal & General Group Plc | 3,546,955 | $214.0M | 0.06% | +53,326+1.5% | Added |
| Massachusetts Financial Services Co | 3,417,050 | $206.2M | 0.06% | −39,663−1.1% | Reduced |
| Pictet Asset Management Holding SA | 3,412,259 | $205.9M | 0.22% | −1,081,662−24.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,077,060 | $185.7M | 0.11% | +3,050,498+11,484.4% | Added |
| Franklin Resources Inc | 2,921,683 | $176.3M | 0.06% | −199,666−6.4% | Reduced |
| FIL Ltd | 2,883,539 | $174.0M | 0.17% | +3700.0% | Added |
| Northern Trust Corp | 2,782,889 | $167.9M | 0.03% | −129,662−4.5% | Reduced |
| Capital Research Global Investors | 2,747,739 | $165.8M | 0.04% | −2,845,800−50.9% | Reduced |
| Perpetual Ltd | 2,607,102 | $157.3M | 1.54% | +134,035+5.4% | Added |
| Bank of America Corp | 2,396,174 | $144.6M | 0.01% | +110,015+4.8% | Added |
| Norges Bank | 2,212,735 | $133.5M | 0.02% | +301,179+15.8% | Added |
| Magellan Asset Management Ltd | 2,189,510 | $132.1M | 1.26% | −595,772−21.4% | Reduced |
| Jennison Associates LLC | 2,077,855 | $125.4M | 0.08% | +2,675+0.1% | Added |
| Duff & Phelps Investment Management Co | 2,017,775 | $121.8M | 1.46% | −158,055−7.3% | Reduced |
| American Century Companies Inc | 1,993,680 | $120.3M | 0.08% | +8,866+0.4% | Added |
| ExodusPoint Capital Management, LP | 1,873,659 | $113.1M | 1.40% | −2,057,668−52.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,735,059 | $104.7M | 0.02% | +54,685+3.3% | Added |
| Nuveen Asset Management, LLC | 1,664,359 | $102.9M | 0.03% | −381,815−18.7% | Reduced |
| California Public Employees Retirement System | 1,698,131 | $102.5M | 0.07% | −114,905−6.3% | Reduced |
| Deutsche Bank AG | 1,607,853 | $97.0M | 0.05% | +806,968+100.8% | Added |
| Prudential Financial Inc | 1,590,955 | $96.0M | 0.14% | +1,372,747+629.1% | Added |
| Macquarie Group Ltd | 1,503,372 | $90.7M | 0.10% | +30,999+2.1% | Added |
| Reaves W H & Co Inc | 1,481,220 | $89.4M | 3.17% | −316,611−17.6% | Reduced |
| UBS Asset Management Americas Inc | 1,391,294 | $84.0M | 0.03% | −67,442−4.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,332,892 | $79.3M | 0.15% | +421,059+46.2% | Added |
| Brookfield Asset Management Inc. | 1,206,697 | $72.8M | 0.43% | −133,361−10.0% | Reduced |
| First Trust Advisors LP | 1,177,322 | $71.0M | 0.07% | +974,265+479.8% | Added |
| Ceredex Value Advisors LLC | 1,156,107 | $69.8M | 1.22% | −73,824−6.0% | Reduced |
| HSBC Holdings PLC | 1,154,166 | $69.6M | 0.05% | +82,693+7.7% | Added |
| Standard Life Aberdeen plc | 1,139,030 | $68.7M | 0.13% | +31,019+2.8% | Added |
| HITE Hedge Asset Management LLC | 1,127,711 | $68.0M | 6.82% | +350,779+45.1% | Added |
| UniSuper Management Pty Ltd | 1,115,361 | $67.3M | 0.64% | +152,186+15.8% | Added |
| Lord, Abbett & Co. LLC | 1,113,989 | $67.2M | 0.22% | +767,189+221.2% | Added |
| Dimensional Fund Advisors LP | 1,047,871 | $63.2M | 0.02% | +9,020+0.9% | Added |
| D. E. Shaw & Co., Inc. | 1,039,314 | $62.7M | 0.08% | +966,540+1,328.1% | Added |
| UBS Group AG | 1,034,589 | $62.4M | 0.02% | −42,486−3.9% | Reduced |
| Bank of Montreal | 1,002,680 | $60.1M | 0.03% | −442,432−30.6% | Reduced |
| Millennium Management LLC | 988,533 | $59.6M | 0.05% | −429,592−30.3% | Reduced |
| Credit Suisse AG | 974,544 | $58.8M | 0.06% | −26,671−2.7% | Reduced |
| Cohen & Steers, Inc. | 942,276 | $56.9M | 0.12% | −90,804−8.8% | Reduced |
| Energy Income Partners, LLC | 898,774 | $54.2M | 1.11% | +68,879+8.3% | Added |
| Soroban Capital Partners LP | 881,302 | $53.2M | 0.80% | +453,500+106.0% | Added |
| Swiss National Bank | 873,800 | $52.7M | 0.04% | −38,400−4.2% | Reduced |
| 1832 Asset Management L.P. | 873,370 | $52.7M | 0.10% | −633,310−42.0% | Reduced |
| STRS Ohio | 868,614 | $52.4M | 0.21% | +105,312+13.8% | Added |
| Zimmer Partners, LP | 860,524 | $51.9M | 1.13% | +703,644+448.5% | Added |
| APG Asset Management N.V. | 919,875 | $51.4M | 0.09% | +10,371+1.1% | Added |
| Caisse de Depot Et Placement du Quebec | 816,340 | $49.3M | 0.12% | −1,962,616−70.6% | Reduced |
| Barclays PLC | 813,392 | $49.1M | 0.02% | −53,343−6.2% | Reduced |
| Citadel Advisors LLC | 778,782 | $47.0M | 0.05% | +745,641+2,249.9% | Added |
| Envestnet Asset Management Inc | 775,454 | $46.8M | 0.02% | +248,489+47.2% | Added |
| iA Global Asset Management Inc. | 764,234 | $46.1M | 0.94% | −6,455−0.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 749,348 | $45.2M | 0.03% | −14,200−1.9% | Reduced |
| ING Groep NV | 746,280 | $45.0M | 0.31% | +259,954+53.5% | Added |
| Royal Bank of Canada | 740,739 | $44.7M | 0.01% | −7,614−1.0% | Reduced |
| Cbre Clarion Securities LLC | 740,680 | $44.7M | 0.83% | −270,212−26.7% | Reduced |
| Canada Pension Plan Investment Board | 690,290 | $41.7M | 0.04% | −142,047−17.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 672,603 | $40.6M | 0.32% | +356,009+112.4% | Added |
| Partners Group Holding AG | 665,158 | $40.1M | 3.64% | −28,924−4.2% | Reduced |
| Miller Howard Investments Inc | 660,031 | $39.8M | 1.31% | +109,165+19.8% | Added |
| Victory Capital Management Inc | 642,534 | $38.8M | 0.04% | +142,549+28.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 583,885 | $35.2M | 0.24% | +36,822+6.7% | Added |
| TD Asset Management Inc | 581,408 | $35.1M | 0.03% | −36,978−6.0% | Reduced |
| Rhumbline Advisers | 580,691 | $35.0M | 0.03% | −17,998−3.0% | Reduced |
| Truist Financial Corp | 566,073 | $34.2M | 0.05% | +19,205+3.5% | Added |
| Citigroup Inc | 536,772 | $32.4M | 0.04% | −160,592−23.0% | Reduced |
| Aviva PLC | 514,285 | $31.0M | 0.10% | +36,579+7.7% | Added |
| FMR LLC | 488,234 | $29.5M | 0.00% | −485,772−49.9% | Reduced |
| M&T Bank Corp | 469,372 | $28.3M | 0.10% | +27,186+6.1% | Added |
| Bahl & Gaynor Inc | 461,409 | $27.8M | 0.16% | +138,256+42.8% | Added |
| AMF Pensionsforsakring AB | 452,333 | $27.3M | 0.21% | +271,450+150.1% | Added |
| National Pension Service | 426,127 | $25.7M | 0.03% | +5,993+1.4% | Added |
| Assenagon Asset Management S.A. | 406,786 | $24.5M | 0.07% | −110,320−21.3% | Reduced |
| California State Teachers Retirement System | 391,922 | $23.6M | 0.03% | −15,686−3.8% | Reduced |
| Principal Financial Group Inc | 382,597 | $23.1M | 0.01% | +10,233+2.7% | Added |
| State Board of Administration of Florida Retirement System | 362,163 | $22.2M | 0.05% | +28,437+8.5% | Added |
| Ensign Peak Advisors, Inc | 364,635 | $22.0M | 0.04% | +193,129+112.6% | Added |
| RWC Asset Management LLP | 360,730 | $21.8M | 1.36% | −23,348−6.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352,451 | $21.3M | 0.03% | +49,630+16.4% | Added |
| Alliancebernstein L.P. | 342,887 | $20.7M | 0.01% | −18,338−5.1% | Reduced |
| Capital Group Private Client Services, Inc. | 323,489 | $19.5M | 0.20% | +35,847+12.5% | Added |
| Bruce & Co., Inc. | 316,000 | $19.1M | 6.32% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 313,311 | $18.9M | 0.10% | +235,012+300.1% | Added |
| Yaupon Capital Management LP | 310,113 | $18.7M | 1.62% | −59,053−16.0% | Reduced |
| Renaissance Technologies LLC | 300,600 | $18.1M | 0.03% | +126,300+72.5% | Added |