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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 10,161 | $613.0K | 0.00% | +1,094+12.1% | Added |
| CWM, LLC | 10,286 | $621.0K | 0.00% | −1,628−13.7% | Reduced |
| Ieq Capital, LLC | 10,313 | $622.3K | 0.01% | +492+5.0% | Added |
| Amica Mutual Insurance Co | 10,317 | $623.0K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,375 | $626.0K | 0.02% | −40.0% | Reduced |
| Norinchukin Bank, The | 10,397 | $627.4K | 0.02% | −58−0.6% | Reduced |
| Empirical Finance, LLC | 10,488 | $632.8K | 0.04% | +354+3.5% | Added |
| Prospera Financial Services Inc | 10,802 | $651.8K | 0.02% | −3,687−25.4% | Reduced |
| Integrated Investment Consultants, LLC | 10,861 | $655.4K | 0.18% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,988 | $663.0K | 0.03% | −804−6.8% | Reduced |
| Veriti Management LLC | 11,214 | $676.7K | 0.05% | +2,872+34.4% | Added |
| Greenleaf Trust | 11,233 | $677.8K | 0.01% | +787+7.5% | Added |
| Huntington National Bank | 11,311 | $682.5K | 0.01% | −1,208−9.6% | Reduced |
| Lido Advisors, LLC | 11,582 | $698.8K | 0.01% | +137+1.2% | Added |
| Metropolitan Life Insurance Co | 11,875 | $716.5K | 0.03% | 00.0% | Unchanged |
| Teza Capital Management LLC | 11,920 | $719.3K | 0.10% | +11,920 | New |
| Tower Research Capital LLC (TRC) | 12,145 | $732.8K | 0.02% | −41,572−77.4% | Reduced |
| Vestcor Inc | 12,275 | $741.0K | 0.03% | −1,765−12.6% | Reduced |
| Chesley Taft & Associates LLC | 12,436 | $750.4K | 0.04% | −5,050−28.9% | Reduced |
| Mirador Capital Partners LP | 12,441 | $750.7K | 0.14% | +968+8.4% | Added |
| Northwestern Mutual Wealth Management Co | 12,515 | $755.2K | 0.00% | +49+0.4% | Added |
| Hantz Financial Services, Inc. | 12,536 | $756.0K | 0.01% | −994−7.3% | Reduced |
| Everence Capital Management Inc | 12,530 | $756.0K | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,544 | $757.0K | 0.00% | −125−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,773 | $770.7K | 0.01% | +12,773 | New |
| Sumitomo Life Insurance Co | 13,049 | $787.4K | 0.02% | −327−2.4% | Reduced |
| United Services Automobile Association | 13,361 | $806.2K | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 13,597 | $820.4K | 0.09% | +13,597 | New |
| Hennion & Walsh Asset Management, Inc. | 13,601 | $820.7K | 0.04% | +2,779+25.7% | Added |
| Occudo Quantitative Strategies LP | 13,609 | $821.2K | 0.14% | −14,471−51.5% | Reduced |
| BKM Wealth Management, LLC | 13,727 | $828.3K | 0.36% | +2,537+22.7% | Added |
| BLB&B Advisors, LLC | 13,779 | $831.4K | 0.05% | −593−4.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,891 | $838.0K | 0.02% | −449,963−97.0% | Reduced |
| Quantinno Capital Management LP | 13,907 | $839.0K | 0.02% | +3,977+40.1% | Added |
| New Mexico Educational Retirement Board | 14,710 | $888.0K | 0.03% | −500−3.3% | Reduced |
| Moody National Bank Trust Division | 14,887 | $898.3K | 0.07% | +84+0.6% | Added |
| Ramirez Asset Management, Inc. | 14,919 | $900.2K | 0.18% | +5,932+66.0% | Added |
| Lloyd Advisory Services, LLC. | 14,995 | $904.7K | 0.19% | +14,995 | New |
| Atom Investors LP | 15,086 | $910.3K | 0.11% | −7,667−33.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,171 | $915.4K | 0.06% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 15,368 | $927.3K | 0.39% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 15,475 | $933.8K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,563 | $939.1K | 0.01% | −339−2.1% | Reduced |
| Shell Asset Management Co | 15,919 | $948.0K | 0.04% | −9,864−38.3% | Reduced |
| Nordea Investment Management AB | 16,168 | $969.9K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 16,288 | $982.8K | 0.00% | +909+5.9% | Added |
| O'Shaughnessy Asset Management, LLC | 16,328 | $985.2K | 0.01% | +7,256+80.0% | Added |
| Metis Global Partners, LLC | 16,368 | $987.6K | 0.04% | −663−3.9% | Reduced |
| Toroso Investments, LLC | 16,606 | $1.00M | 0.02% | +7,696+86.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,689 | $1.01M | 0.08% | +16,689 | New |
| Wealth Enhancement Advisory Services, LLC | 17,014 | $1.03M | 0.00% | −1,402−7.6% | Reduced |
| Louisiana State Employees Retirement System | 17,100 | $1.03M | 0.02% | −500−2.8% | Reduced |
| Securian Asset Management, Inc | 17,315 | $1.04M | 0.03% | −1,089−5.9% | Reduced |
| Cresset Asset Management, LLC | 17,425 | $1.05M | 0.01% | +1,188+7.3% | Added |
| Ninepoint Partners LP | 17,505 | $1.06M | 0.13% | +17,505 | New |
| Credit Agricole S A | 18,583 | $1.09M | 0.02% | +8,704+88.1% | Added |
| Mattern Wealth Management LLC | 18,037 | $1.09M | 0.26% | −960−5.1% | Reduced |
| Prelude Capital Management, LLC | 18,331 | $1.11M | 0.08% | +8,123+79.6% | Added |
| Advisor Group Holdings, Inc. | 18,336 | $1.11M | 0.00% | −37,248−67.0% | Reduced |
| Exchange Capital Management, Inc. | 19,052 | $1.15M | 0.19% | −2,900−13.2% | Reduced |
| Hilton Capital Management, LLC | 19,102 | $1.15M | 0.10% | +10,754+128.8% | Added |
| Hartford Investment Management Co | 19,114 | $1.15M | 0.04% | −720−3.6% | Reduced |
| HB Wealth Management, LLC | 19,144 | $1.16M | 0.01% | +528+2.8% | Added |
| Achmea Investment Management B.V. | 19,265 | $1.16M | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 19,384 | $1.17M | 0.01% | +1,385+7.7% | Added |
| Bayesian Capital Management, LP | 19,600 | $1.18M | 0.11% | +15,700+402.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,726 | $1.19M | 0.00% | +493+2.6% | Added |
| Beck Bode, LLC | 19,823 | $1.20M | 0.24% | +5,411+37.5% | Added |
| Opus Investment Management Inc | 20,000 | $1.21M | 0.79% | 00.0% | Unchanged |
| KBC Group NV | 20,536 | $1.24M | 0.00% | +1,184+6.1% | Added |
| Mercer Global Advisors Inc | 20,639 | $1.25M | 0.00% | +3,033+17.2% | Added |
| Wolverine Trading, LLC | 20,768 | $1.25M | 0.01% | +10,749+107.3% | Added |
| Maryland State Retirement & Pension System | 22,205 | $1.28M | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 21,469 | $1.30M | 0.01% | +8,341+63.5% | Added |
| Cerity Partners LLC | 21,564 | $1.30M | 0.00% | +13,438+165.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 22,626 | $1.31M | 0.50% | −2,609−10.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.33M | 0.17% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22,108 | $1.33M | 0.00% | −2,628−10.6% | Reduced |
| Kentucky Retirement Systems | 22,361 | $1.35M | 0.04% | −983−4.2% | Reduced |
| Brinker Capital Investments, LLC | 23,152 | $1.40M | 0.01% | +2,545+12.4% | Added |
| Orion Portfolio Solutions, LLC | 23,152 | $1.40M | 0.01% | +2,545+12.4% | Added |
| First Manhattan Co | 23,249 | $1.40M | 0.00% | −5,200−18.3% | Reduced |
| Pathstone Holdings, LLC | 23,310 | $1.41M | 0.01% | −848−3.5% | Reduced |
| Advisors Asset Management, Inc. | 23,574 | $1.42M | 0.03% | −97−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,964 | $1.45M | 0.01% | −1,080−4.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,965 | $1.45M | 0.02% | −22−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 24,216 | $1.46M | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 24,263 | $1.46M | 0.02% | +24,263 | New |
| JustInvest LLC | 24,942 | $1.50M | 0.03% | +4,302+20.8% | Added |
| Oregon Public Employees Retirement Fund | 25,145 | $1.52M | 0.03% | +2,349+10.3% | Added |
| Mackenzie Financial Corp | 25,233 | $1.52M | 0.00% | +1,166+4.8% | Added |
| Fox Run Management, L.L.C. | 25,293 | $1.53M | 0.33% | +6,553+35.0% | Added |
| Atria Investments LLC | 25,861 | $1.56M | 0.02% | +21+0.1% | Added |
| Cetera Investment Advisers | 26,219 | $1.58M | 0.00% | +20,056+325.4% | Added |
| Kesler, Norman & Wride, LLC | 26,304 | $1.59M | 0.34% | −2,425−8.4% | Reduced |
| Gateway Investment Advisers LLC | 26,308 | $1.59M | 0.02% | +2,495+10.5% | Added |
| Elo Mutual Pension Insurance Co | 26,548 | $1.60M | 0.04% | +1,078+4.2% | Added |
| Allianz Asset Management GmbH | 26,638 | $1.61M | 0.00% | −1,267−4.5% | Reduced |
| Gamco Investors, Inc. Et Al | 27,300 | $1.65M | 0.02% | −450−1.6% | Reduced |
| Private Advisor Group, LLC | 28,010 | $1.69M | 0.01% | +6,968+33.1% | Added |