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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 816,340 | $49.3M | 0.12% | −1,962,616−70.6% | Reduced |
| APG Asset Management N.V. | 919,875 | $51.4M | 0.09% | +10,371+1.1% | Added |
| Zimmer Partners, LP | 860,524 | $51.9M | 1.13% | +703,644+448.5% | Added |
| STRS Ohio | 868,614 | $52.4M | 0.21% | +105,312+13.8% | Added |
| 1832 Asset Management L.P. | 873,370 | $52.7M | 0.10% | −633,310−42.0% | Reduced |
| Swiss National Bank | 873,800 | $52.7M | 0.04% | −38,400−4.2% | Reduced |
| Soroban Capital Partners LP | 881,302 | $53.2M | 0.80% | +453,500+106.0% | Added |
| Energy Income Partners, LLC | 898,774 | $54.2M | 1.11% | +68,879+8.3% | Added |
| Cohen & Steers, Inc. | 942,276 | $56.9M | 0.12% | −90,804−8.8% | Reduced |
| Credit Suisse AG | 974,544 | $58.8M | 0.06% | −26,671−2.7% | Reduced |
| Millennium Management LLC | 988,533 | $59.6M | 0.05% | −429,592−30.3% | Reduced |
| Bank of Montreal | 1,002,680 | $60.1M | 0.03% | −442,432−30.6% | Reduced |
| UBS Group AG | 1,034,589 | $62.4M | 0.02% | −42,486−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,039,314 | $62.7M | 0.08% | +966,540+1,328.1% | Added |
| Dimensional Fund Advisors LP | 1,047,871 | $63.2M | 0.02% | +9,020+0.9% | Added |
| Lord, Abbett & Co. LLC | 1,113,989 | $67.2M | 0.22% | +767,189+221.2% | Added |
| UniSuper Management Pty Ltd | 1,115,361 | $67.3M | 0.64% | +152,186+15.8% | Added |
| HITE Hedge Asset Management LLC | 1,127,711 | $68.0M | 6.82% | +350,779+45.1% | Added |
| Standard Life Aberdeen plc | 1,139,030 | $68.7M | 0.13% | +31,019+2.8% | Added |
| HSBC Holdings PLC | 1,154,166 | $69.6M | 0.05% | +82,693+7.7% | Added |
| Ceredex Value Advisors LLC | 1,156,107 | $69.8M | 1.22% | −73,824−6.0% | Reduced |
| First Trust Advisors LP | 1,177,322 | $71.0M | 0.07% | +974,265+479.8% | Added |
| Brookfield Asset Management Inc. | 1,206,697 | $72.8M | 0.43% | −133,361−10.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,332,892 | $79.3M | 0.15% | +421,059+46.2% | Added |
| UBS Asset Management Americas Inc | 1,391,294 | $84.0M | 0.03% | −67,442−4.6% | Reduced |
| Reaves W H & Co Inc | 1,481,220 | $89.4M | 3.17% | −316,611−17.6% | Reduced |
| Macquarie Group Ltd | 1,503,372 | $90.7M | 0.10% | +30,999+2.1% | Added |
| Prudential Financial Inc | 1,590,955 | $96.0M | 0.14% | +1,372,747+629.1% | Added |
| Deutsche Bank AG | 1,607,853 | $97.0M | 0.05% | +806,968+100.8% | Added |
| California Public Employees Retirement System | 1,698,131 | $102.5M | 0.07% | −114,905−6.3% | Reduced |
| Nuveen Asset Management, LLC | 1,664,359 | $102.9M | 0.03% | −381,815−18.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,735,059 | $104.7M | 0.02% | +54,685+3.3% | Added |
| ExodusPoint Capital Management, LP | 1,873,659 | $113.1M | 1.40% | −2,057,668−52.3% | Reduced |
| American Century Companies Inc | 1,993,680 | $120.3M | 0.08% | +8,866+0.4% | Added |
| Duff & Phelps Investment Management Co | 2,017,775 | $121.8M | 1.46% | −158,055−7.3% | Reduced |
| Jennison Associates LLC | 2,077,855 | $125.4M | 0.08% | +2,675+0.1% | Added |
| Magellan Asset Management Ltd | 2,189,510 | $132.1M | 1.26% | −595,772−21.4% | Reduced |
| Norges Bank | 2,212,735 | $133.5M | 0.02% | +301,179+15.8% | Added |
| Bank of America Corp | 2,396,174 | $144.6M | 0.01% | +110,015+4.8% | Added |
| Perpetual Ltd | 2,607,102 | $157.3M | 1.54% | +134,035+5.4% | Added |
| Capital Research Global Investors | 2,747,739 | $165.8M | 0.04% | −2,845,800−50.9% | Reduced |
| Northern Trust Corp | 2,782,889 | $167.9M | 0.03% | −129,662−4.5% | Reduced |
| FIL Ltd | 2,883,539 | $174.0M | 0.17% | +3700.0% | Added |
| Franklin Resources Inc | 2,921,683 | $176.3M | 0.06% | −199,666−6.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,077,060 | $185.7M | 0.11% | +3,050,498+11,484.4% | Added |
| Pictet Asset Management Holding SA | 3,412,259 | $205.9M | 0.22% | −1,081,662−24.1% | Reduced |
| Massachusetts Financial Services Co | 3,417,050 | $206.2M | 0.06% | −39,663−1.1% | Reduced |
| Legal & General Group Plc | 3,546,955 | $214.0M | 0.06% | +53,326+1.5% | Added |
| Price T Rowe Associates Inc | 3,619,975 | $218.4M | 0.03% | −1,634,885−31.1% | Reduced |
| Goldman Sachs Group Inc | 3,690,939 | $222.7M | 0.05% | +541,641+17.2% | Added |
| Bank of New York Mellon Corp | 3,699,204 | $223.2M | 0.04% | −331,125−8.2% | Reduced |
| Amundi | 4,039,983 | $236.3M | 0.10% | −56,625−1.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,163,852 | $251.2M | 0.29% | −141,750−3.3% | Reduced |
| Invesco Ltd. | 4,684,310 | $282.7M | 0.06% | −33,814−0.7% | Reduced |
| Capital International Investors | 6,196,207 | $373.9M | 0.08% | −12,669−0.2% | Reduced |
| Wells Fargo & Company | 6,334,561 | $382.2M | 0.10% | +434,699+7.4% | Added |
| Morgan Stanley | 6,483,889 | $391.2M | 0.03% | −195,056−2.9% | Reduced |
| Ameriprise Financial Inc | 6,785,710 | $409.4M | 0.11% | +124,946+1.9% | Added |
| Geode Capital Management, LLC | 7,115,928 | $428.3M | 0.04% | +337,103+5.0% | Added |
| State Street Corp | 17,932,319 | $1.08B | 0.05% | +741,393+4.3% | Added |
| JPMorgan Chase & Co | 22,662,964 | $1.37B | 0.12% | +2,786,071+14.0% | Added |
| BlackRock Inc. | 27,206,390 | $1.64B | 0.04% | −2,094,475−7.1% | Reduced |
| Vanguard Group Inc | 36,805,809 | $2.22B | 0.04% | −231,202−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −787,278−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −385,903−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −96,471−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −72,199−100.0% | Sold out |
| BTG Pactual Global Asset Management Ltd | 0 | $0 | 0.00% | −29,662−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −28,151−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −25,515−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,231−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −21,599−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −20,638−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −20,123−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −13,297−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −12,201−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −8,701−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −6,930−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,966−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,882−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,202−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −4,333−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,281−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −4,156−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,861−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Beacon Bridge Wealth Partners, LLC | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −3,633−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −177−100.0% | Sold out |