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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 28,098 | $1.70M | 0.13% | −8,236−22.7% | Reduced |
| Centiva Capital, LP | 28,472 | $1.72M | 0.10% | −7,113−20.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 28,484 | $1.72M | 0.04% | −544−1.9% | Reduced |
| Mariner, LLC | 29,014 | $1.75M | 0.00% | +1,126+4.0% | Added |
| Entropy Technologies, LP | 29,054 | $1.75M | 0.19% | +15,806+119.3% | Added |
| CIBC World Markets Corp | 29,431 | $1.78M | 0.01% | −8,122−21.6% | Reduced |
| Quantbot Technologies LP | 29,752 | $1.80M | 0.10% | +18,267+159.1% | Added |
| Natixis | 29,925 | $1.81M | 0.01% | −504,635−94.4% | Reduced |
| Aquila Investment Management LLC | 30,000 | $1.81M | 1.54% | +20,000+200.0% | Added |
| GWM Advisors LLC | 30,560 | $1.84M | 0.02% | +628+2.1% | Added |
| Baird Financial Group, Inc. | 30,731 | $1.85M | 0.00% | +3,115+11.3% | Added |
| WealthTrust Axiom LLC | 31,100 | $1.88M | 0.60% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 31,361 | $1.89M | 0.05% | −10,019−24.2% | Reduced |
| Aigen Investment Management, LP | 31,372 | $1.89M | 0.41% | +31,372 | New |
| Public Sector Pension Investment Board | 33,043 | $1.99M | 0.01% | −1,224−3.6% | Reduced |
| Capital International Inc | 33,274 | $2.01M | 0.03% | +810+2.5% | Added |
| Creative Planning | 33,557 | $2.02M | 0.00% | +3,878+13.1% | Added |
| Rafferty Asset Management, LLC | 33,891 | $2.04M | 0.01% | +1,341+4.1% | Added |
| British Columbia Investment Management Corp | 34,834 | $2.10M | 0.01% | +1,239+3.7% | Added |
| Fifth Third Bancorp | 34,850 | $2.10M | 0.01% | −6,014−14.7% | Reduced |
| Wealthfront Advisers LLC | 35,275 | $2.13M | 0.01% | −143−0.4% | Reduced |
| Janney Montgomery Scott LLC | 35,326 | $2.13M | 0.01% | +397+1.1% | Added |
| State of Alaska, Department of Revenue | 35,853 | $2.16M | 0.02% | −825−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 35,832 | $2.16M | 0.04% | +1,633+4.8% | Added |
| Marshall Wace, LLP | 36,347 | $2.19M | 0.00% | +36,347 | New |
| Nissay Asset Management Corp | 36,829 | $2.22M | 0.02% | −4,760−11.4% | Reduced |
| Ontario Teachers Pension Plan Board | 37,208 | $2.25M | 0.02% | +7,883+26.9% | Added |
| Cox Capital Mgt LLC | 37,871 | $2.29M | 1.41% | +2,163+6.1% | Added |
| Capital International Sarl | 38,095 | $2.30M | 0.08% | +11,872+45.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 38,210 | $2.31M | 0.01% | +5,452+16.6% | Added |
| CWM Advisors, LLC | 38,387 | $2.32M | 0.24% | +38,387 | New |
| Mutual of America Capital Management LLC | 38,604 | $2.33M | 0.03% | −432−1.1% | Reduced |
| USS Investment Management Ltd | 38,763 | $2.34M | 0.02% | −29,871−43.5% | Reduced |
| ProShare Advisors LLC | 38,890 | $2.35M | 0.01% | −290−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,432 | $2.38M | 0.05% | −13,276−25.2% | Reduced |
| IFP Advisors, Inc | 39,484 | $2.38M | 0.10% | +24,519+163.8% | Added |
| Xponance, Inc. | 39,915 | $2.41M | 0.03% | +2,211+5.9% | Added |
| New York Life Investment Management LLC | 40,207 | $2.43M | 0.02% | −1,150−2.8% | Reduced |
| Janus Henderson Group PLC | 40,713 | $2.46M | 0.00% | −1,095−2.6% | Reduced |
| Jefferies Financial Group Inc. | 40,891 | $2.47M | 0.05% | −66,426−61.9% | Reduced |
| Sigma Planning Corp | 41,531 | $2.51M | 0.08% | −4,783−10.3% | Reduced |
| Captrust Financial Advisors | 42,151 | $2.54M | 0.01% | −31,344−42.6% | Reduced |
| NBC Securities, Inc. | 43,392 | $2.62M | 0.25% | −853−1.9% | Reduced |
| Jane Street Group, LLC | 43,915 | $2.65M | 0.00% | −103,855−70.3% | Reduced |
| Viking Fund Management LLC | 44,000 | $2.65M | 0.48% | +44,000 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,028 | $2.66M | 0.03% | +3,116+7.6% | Added |
| Daiwa Securities Group Inc. | 45,013 | $2.72M | 0.02% | +15,194+51.0% | Added |
| Tredje AP-fonden | 46,188 | $2.79M | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 46,931 | $2.83M | 0.03% | +46,931 | New |
| Mesirow Institutional Investment Management, Inc. | 47,285 | $2.85M | 0.25% | +29+0.1% | Added |
| Aquatic Capital Management LLC | 47,400 | $2.86M | 0.09% | +47,400 | New |
| Degroof Petercam Asset Management | 47,583 | $2.87M | 0.03% | +1,300+2.8% | Added |
| Forsta Ap-Fonden | 48,100 | $2.90M | 0.02% | −1,500−3.0% | Reduced |
| Utah Retirement Systems | 50,308 | $3.04M | 0.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 50,682 | $3.06M | 0.56% | +2,347+4.9% | Added |
| Lazard Asset Management LLC | 50,719 | $3.06M | 0.00% | +50,614+48,203.8% | Added |
| Benjamin Edwards Inc | 51,697 | $3.12M | 0.62% | −7,641−12.9% | Reduced |
| Verition Fund Management LLC | 51,774 | $3.12M | 0.03% | +2,283+4.6% | Added |
| Czech National Bank | 51,807 | $3.13M | 0.04% | +707+1.4% | Added |
| Yousif Capital Management, LLC | 53,132 | $3.21M | 0.04% | −1,739−3.2% | Reduced |
| SilverOak Wealth Management LLC | 56,090 | $3.38M | 0.84% | −12,735−18.5% | Reduced |
| The PNC Financial Services Group, Inc. | 56,647 | $3.42M | 0.00% | +6,671+13.3% | Added |
| First Citizens Bank & Trust Co | 57,922 | $3.50M | 0.07% | +9,340+19.2% | Added |
| CI Private Wealth, LLC | 58,495 | $3.53M | 0.01% | +5,110+9.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,952 | $3.62M | 0.01% | +581+1.0% | Added |
| Amalgamated Bank | 60,357 | $3.64M | 0.03% | −11,820−16.4% | Reduced |
| Texas Permanent School Fund | 60,851 | $3.67M | 0.03% | +624+1.0% | Added |
| Pacer Advisors, Inc. | 63,097 | $3.81M | 0.01% | −11,085−14.9% | Reduced |
| DnB Asset Management AS | 64,511 | $3.89M | 0.02% | +3,402+5.6% | Added |
| Retirement Systems of Alabama | 64,987 | $3.92M | 0.02% | +684+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 66,057 | $3.99M | 0.01% | +1,985+3.1% | Added |
| Ausbil Investment Management Ltd | 67,725 | $4.06M | 2.04% | +67,725 | New |
| MetLife Investment Management | 68,869 | $4.16M | 0.03% | −1,937−2.7% | Reduced |
| Assetmark, Inc | 69,963 | $4.22M | 0.01% | +3,055+4.6% | Added |
| First American Bank | 71,059 | $4.29M | 0.32% | +12,002+20.3% | Added |
| Guggenheim Capital LLC | 71,187 | $4.30M | 0.03% | +6,445+10.0% | Added |
| Wedge Capital Management L L P | 72,096 | $4.35M | 0.07% | −28,092−28.0% | Reduced |
| Van Eck Associates Corp | 72,256 | $4.36M | 0.01% | +2,290+3.3% | Added |
| Commonwealth Equity Services, LLC | 73,534 | $4.44M | 0.01% | +301+0.4% | Added |
| Intech Investment Management LLC | 74,273 | $4.48M | 0.06% | +63,281+575.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 74,719 | $4.51M | 0.01% | +27,053+56.8% | Added |
| American International Group, Inc. | 76,972 | $4.64M | 0.02% | +472+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 77,315 | $4.67M | 0.02% | +7,816+11.2% | Added |
| Rockefeller Capital Management L.P. | 77,448 | $4.67M | 0.01% | +77,448 | New |
| Arizona State Retirement System | 80,249 | $4.84M | 0.03% | +71+0.1% | Added |
| Calamos Advisors LLC | 80,629 | $4.87M | 0.02% | −140,062−63.5% | Reduced |
| State of Michigan Retirement System | 80,699 | $4.87M | 0.03% | +800+1.0% | Added |
| Nomura Asset Management Co Ltd | 81,647 | $4.93M | 0.02% | +4,250+5.5% | Added |
| Logan Capital Management Inc | 82,539 | $4.98M | 0.21% | +4,812+6.2% | Added |
| Korea Investment CORP | 82,627 | $4.99M | 0.01% | −10,101−10.9% | Reduced |
| Chartwell Investment Partners, LLC | 82,801 | $5.00M | 0.17% | −16,382−16.5% | Reduced |
| Point72 Hong Kong Ltd | 84,582 | $5.10M | 0.26% | +45,245+115.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 85,045 | $5.13M | 0.06% | +19,803+30.4% | Added |
| HighTower Advisors, LLC | 88,583 | $5.35M | 0.01% | +1,720+2.0% | Added |
| Stifel Financial Corp | 89,135 | $5.38M | 0.01% | −12,502−12.3% | Reduced |
| Susquehanna International Group, LLP | 91,619 | $5.53M | 0.01% | −23,391−20.3% | Reduced |
| Natixis Advisors, L.P. | 91,912 | $5.55M | 0.01% | +6,663+7.8% | Added |
| Kempen Capital Management N.V. | 92,569 | $5.59M | 0.07% | +10,107+12.3% | Added |
| Toronto Dominion Bank | 94,777 | $5.72M | 0.01% | −72,481−43.3% | Reduced |
| Wellington Management Group LLP | 97,328 | $5.87M | 0.00% | +26,448+37.3% | Added |