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 |
|---|---|---|---|---|---|
| Point72 (DIFC) Ltd | 98,232 | $5.93M | 0.46% | +98,232 | New |
| IFM Investors Pty Ltd | 98,898 | $5.97M | 0.07% | +1,423+1.5% | Added |
| Voya Investment Management LLC | 110,890 | $6.69M | 0.01% | −2,938−2.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 113,785 | $6.87M | 0.04% | +113,785 | New |
| Duality Advisers, LP | 114,193 | $6.89M | 0.68% | +108,350+1,854.4% | Added |
| NewSquare Capital LLC | 116,277 | $6.91M | 0.61% | +1,270+1.1% | Added |
| Mn Services Vermogensbeheer B.V. | 117,969 | $7.12M | 0.05% | −15,800−11.8% | Reduced |
| Mattern Capital Management, LLC | 123,466 | $7.45M | 1.01% | +9,696+8.5% | Added |
| Crestline Management, LP | 124,253 | $7.50M | 0.71% | +97,253+360.2% | Added |
| AQR Capital Management LLC | 127,230 | $7.64M | 0.01% | −4,235−3.2% | Reduced |
| New England Asset Management Inc | 127,780 | $7.71M | 1.19% | +6,130+5.0% | Added |
| Howe & Rusling Inc | 128,642 | $7.76M | 0.74% | +36,161+39.1% | Added |
| Brasada Capital Management, LP | 129,600 | $7.82M | 1.41% | +80,667+164.9% | Added |
| Treasurer of the State of North Carolina | 129,940 | $7.84M | 0.03% | +890+0.7% | Added |
| CIBC Asset Management Inc | 130,617 | $7.88M | 0.03% | +726+0.6% | Added |
| Bank of Nova Scotia | 131,486 | $7.93M | 0.02% | −500,870−79.2% | Reduced |
| State of New Jersey Common Pension Fund D | 133,894 | $8.08M | 0.02% | −4,293−3.1% | Reduced |
| Kettle Hill Capital Management, LLC | 136,214 | $8.22M | 2.00% | +136,214 | New |
| Voloridge Investment Management, LLC | 140,115 | $8.45M | 0.03% | +97,617+229.7% | Added |
| Covea Finance | 140,800 | $8.50M | 0.40% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 143,963 | $8.63M | 0.02% | −74,170−34.0% | Reduced |
| Trexquant Investment LP | 145,410 | $8.77M | 0.17% | +145,410 | New |
| Omers Administration Corp | 152,500 | $9.20M | 0.11% | 00.0% | Unchanged |
| Nekton Capital Ltd. | 154,838 | $9.34M | 2.18% | +154,838 | New |
| Squarepoint Ops LLC | 154,859 | $9.34M | 0.04% | −352,580−69.5% | Reduced |
| Manufacturers Life Insurance Company, The | 160,732 | $9.70M | 0.01% | −28,755−15.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 161,060 | $9.72M | 0.62% | −6,006−3.6% | Reduced |
| Great West Life Assurance Co | 161,378 | $9.74M | 0.02% | −1,865−1.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 163,130 | $9.84M | 0.03% | +148+0.1% | Added |
| Nisa Investment Advisors, LLC | 164,741 | $9.94M | 0.06% | −99−0.1% | Reduced |
| State of Tennessee, Treasury Department | 166,213 | $10.0M | 0.04% | +31,545+23.4% | Added |
| Nicholas Company, Inc. | 167,675 | $10.1M | 0.17% | +40,285+31.6% | Added |
| Eventide Asset Management, LLC | 168,668 | $10.2M | 0.16% | −110,412−39.6% | Reduced |
| Comerica Bank | 170,800 | $10.3M | 0.04% | −10,302−5.7% | Reduced |
| Public Employees Retirement System of Ohio | 171,378 | $10.3M | 0.04% | −1,865−1.1% | Reduced |
| First American Trust, FSB | 171,406 | $10.3M | 1.08% | +18,254+11.9% | Added |
| Hennessy Advisors Inc | 171,898 | $10.4M | 0.44% | −6,300−3.5% | Reduced |
| New York State Common Retirement Fund | 174,322 | $10.5M | 0.01% | −17,046−8.9% | Reduced |
| Asset Management One Co.,Ltd. | 175,231 | $10.6M | 0.04% | −5,823−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 175,908 | $10.6M | 0.16% | −27,656−13.6% | Reduced |
| Gabelli Funds LLC | 192,817 | $11.6M | 0.09% | −1,600−0.8% | Reduced |
| AE Wealth Management LLC | 193,206 | $11.7M | 0.13% | −41,324−17.6% | Reduced |
| Westwood Holdings Group Inc. | 202,319 | $12.2M | 0.10% | +30,417+17.7% | Added |
| Schroder Investment Management Group | 208,600 | $12.6M | 0.01% | +556+0.3% | Added |
| Greenland Capital Management LP | 213,293 | $12.9M | 2.13% | −8,470−3.8% | Reduced |
| LPL Financial LLC | 230,620 | $13.9M | 0.01% | +2,814+1.2% | Added |
| US Bancorp | 242,365 | $14.6M | 0.02% | +4,251+1.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 250,513 | $15.1M | 0.21% | +250,513 | New |
| Mitsubishi UFJ Trust & Banking Corp | 252,531 | $15.2M | 0.03% | −13,787−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 252,529 | $15.2M | 0.02% | −567−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 254,177 | $15.3M | 0.02% | −81,374−24.3% | Reduced |
| Keybank National Association | 255,768 | $15.4M | 0.06% | −14,064−5.2% | Reduced |
| State of Wisconsin Investment Board | 262,227 | $15.8M | 0.04% | +73,152+38.7% | Added |
| Teacher Retirement System of Texas | 265,388 | $16.0M | 0.10% | +251,984+1,879.9% | Added |
| Raymond James & Associates | 265,754 | $16.0M | 0.01% | −116,805−30.5% | Reduced |
| Epoch Investment Partners, Inc. | 268,274 | $16.2M | 0.07% | −5,900−2.2% | Reduced |
| National Bank of Canada | 260,268 | $16.4M | 0.03% | −12,950−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 278,321 | $16.8M | 0.07% | +246,976+787.9% | Added |
| New York State Teachers Retirement System | 281,426 | $17.0M | 0.04% | −15,668−5.3% | Reduced |
| Russell Investments Group, Ltd. | 282,099 | $17.0M | 0.03% | −75,437−21.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 288,761 | $17.4M | 0.03% | +5,400+1.9% | Added |
| SEI Investments Co | 290,469 | $17.5M | 0.03% | −8,639−2.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 294,144 | $17.7M | 0.83% | +294,144 | New |
| Renaissance Technologies LLC | 300,600 | $18.1M | 0.03% | +126,300+72.5% | Added |
| Yaupon Capital Management LP | 310,113 | $18.7M | 1.62% | −59,053−16.0% | Reduced |
| Panagora Asset Management Inc | 313,311 | $18.9M | 0.10% | +235,012+300.1% | Added |
| Bruce & Co., Inc. | 316,000 | $19.1M | 6.32% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 323,489 | $19.5M | 0.20% | +35,847+12.5% | Added |
| Alliancebernstein L.P. | 342,887 | $20.7M | 0.01% | −18,338−5.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 352,451 | $21.3M | 0.03% | +49,630+16.4% | Added |
| RWC Asset Management LLP | 360,730 | $21.8M | 1.36% | −23,348−6.1% | Reduced |
| Ensign Peak Advisors, Inc | 364,635 | $22.0M | 0.04% | +193,129+112.6% | Added |
| State Board of Administration of Florida Retirement System | 362,163 | $22.2M | 0.05% | +28,437+8.5% | Added |
| Principal Financial Group Inc | 382,597 | $23.1M | 0.01% | +10,233+2.7% | Added |
| California State Teachers Retirement System | 391,922 | $23.6M | 0.03% | −15,686−3.8% | Reduced |
| Assenagon Asset Management S.A. | 406,786 | $24.5M | 0.07% | −110,320−21.3% | Reduced |
| National Pension Service | 426,127 | $25.7M | 0.03% | +5,993+1.4% | Added |
| AMF Pensionsforsakring AB | 452,333 | $27.3M | 0.21% | +271,450+150.1% | Added |
| Bahl & Gaynor Inc | 461,409 | $27.8M | 0.16% | +138,256+42.8% | Added |
| M&T Bank Corp | 469,372 | $28.3M | 0.10% | +27,186+6.1% | Added |
| FMR LLC | 488,234 | $29.5M | 0.00% | −485,772−49.9% | Reduced |
| Aviva PLC | 514,285 | $31.0M | 0.10% | +36,579+7.7% | Added |
| Citigroup Inc | 536,772 | $32.4M | 0.04% | −160,592−23.0% | Reduced |
| Truist Financial Corp | 566,073 | $34.2M | 0.05% | +19,205+3.5% | Added |
| Rhumbline Advisers | 580,691 | $35.0M | 0.03% | −17,998−3.0% | Reduced |
| TD Asset Management Inc | 581,408 | $35.1M | 0.03% | −36,978−6.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 583,885 | $35.2M | 0.24% | +36,822+6.7% | Added |
| Victory Capital Management Inc | 642,534 | $38.8M | 0.04% | +142,549+28.5% | Added |
| Miller Howard Investments Inc | 660,031 | $39.8M | 1.31% | +109,165+19.8% | Added |
| Partners Group Holding AG | 665,158 | $40.1M | 3.64% | −28,924−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 672,603 | $40.6M | 0.32% | +356,009+112.4% | Added |
| Canada Pension Plan Investment Board | 690,290 | $41.7M | 0.04% | −142,047−17.1% | Reduced |
| Cbre Clarion Securities LLC | 740,680 | $44.7M | 0.83% | −270,212−26.7% | Reduced |
| Royal Bank of Canada | 740,739 | $44.7M | 0.01% | −7,614−1.0% | Reduced |
| ING Groep NV | 746,280 | $45.0M | 0.31% | +259,954+53.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 749,348 | $45.2M | 0.03% | −14,200−1.9% | Reduced |
| iA Global Asset Management Inc. | 764,234 | $46.1M | 0.94% | −6,455−0.8% | Reduced |
| Envestnet Asset Management Inc | 775,454 | $46.8M | 0.02% | +248,489+47.2% | Added |
| Citadel Advisors LLC | 778,782 | $47.0M | 0.05% | +745,641+2,249.9% | Added |
| Barclays PLC | 813,392 | $49.1M | 0.02% | −53,343−6.2% | Reduced |