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 |
|---|---|---|---|---|---|
| First Citizens Bank & Trust Co | 57,922 | $3.50M | 0.07% | +9,340+19.2% | Added |
| The PNC Financial Services Group, Inc. | 56,647 | $3.42M | 0.00% | +6,671+13.3% | Added |
| SilverOak Wealth Management LLC | 56,090 | $3.38M | 0.84% | −12,735−18.5% | Reduced |
| Yousif Capital Management, LLC | 53,132 | $3.21M | 0.04% | −1,739−3.2% | Reduced |
| Czech National Bank | 51,807 | $3.13M | 0.04% | +707+1.4% | Added |
| Verition Fund Management LLC | 51,774 | $3.12M | 0.03% | +2,283+4.6% | Added |
| Benjamin Edwards Inc | 51,697 | $3.12M | 0.62% | −7,641−12.9% | Reduced |
| Lazard Asset Management LLC | 50,719 | $3.06M | 0.00% | +50,614+48,203.8% | Added |
| Chatham Capital Group, Inc. | 50,682 | $3.06M | 0.56% | +2,347+4.9% | Added |
| Utah Retirement Systems | 50,308 | $3.04M | 0.04% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 48,100 | $2.90M | 0.02% | −1,500−3.0% | Reduced |
| Degroof Petercam Asset Management | 47,583 | $2.87M | 0.03% | +1,300+2.8% | Added |
| Aquatic Capital Management LLC | 47,400 | $2.86M | 0.09% | +47,400 | New |
| Mesirow Institutional Investment Management, Inc. | 47,285 | $2.85M | 0.25% | +29+0.1% | Added |
| Cubist Systematic Strategies, LLC | 46,931 | $2.83M | 0.03% | +46,931 | New |
| Tredje AP-fonden | 46,188 | $2.79M | 0.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 45,013 | $2.72M | 0.02% | +15,194+51.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,028 | $2.66M | 0.03% | +3,116+7.6% | Added |
| Viking Fund Management LLC | 44,000 | $2.65M | 0.48% | +44,000 | New |
| Jane Street Group, LLC | 43,915 | $2.65M | 0.00% | −103,855−70.3% | Reduced |
| NBC Securities, Inc. | 43,392 | $2.62M | 0.25% | −853−1.9% | Reduced |
| Captrust Financial Advisors | 42,151 | $2.54M | 0.01% | −31,344−42.6% | Reduced |
| Sigma Planning Corp | 41,531 | $2.51M | 0.08% | −4,783−10.3% | Reduced |
| Jefferies Financial Group Inc. | 40,891 | $2.47M | 0.05% | −66,426−61.9% | Reduced |
| Janus Henderson Group PLC | 40,713 | $2.46M | 0.00% | −1,095−2.6% | Reduced |
| New York Life Investment Management LLC | 40,207 | $2.43M | 0.02% | −1,150−2.8% | Reduced |
| Xponance, Inc. | 39,915 | $2.41M | 0.03% | +2,211+5.9% | Added |
| IFP Advisors, Inc | 39,484 | $2.38M | 0.10% | +24,519+163.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 39,432 | $2.38M | 0.05% | −13,276−25.2% | Reduced |
| ProShare Advisors LLC | 38,890 | $2.35M | 0.01% | −290−0.7% | Reduced |
| USS Investment Management Ltd | 38,763 | $2.34M | 0.02% | −29,871−43.5% | Reduced |
| Mutual of America Capital Management LLC | 38,604 | $2.33M | 0.03% | −432−1.1% | Reduced |
| CWM Advisors, LLC | 38,387 | $2.32M | 0.24% | +38,387 | New |
| Fuller & Thaler Asset Management, Inc. | 38,210 | $2.31M | 0.01% | +5,452+16.6% | Added |
| Capital International Sarl | 38,095 | $2.30M | 0.08% | +11,872+45.3% | Added |
| Cox Capital Mgt LLC | 37,871 | $2.29M | 1.41% | +2,163+6.1% | Added |
| Ontario Teachers Pension Plan Board | 37,208 | $2.25M | 0.02% | +7,883+26.9% | Added |
| Nissay Asset Management Corp | 36,829 | $2.22M | 0.02% | −4,760−11.4% | Reduced |
| Marshall Wace, LLP | 36,347 | $2.19M | 0.00% | +36,347 | New |
| 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 |
| Janney Montgomery Scott LLC | 35,326 | $2.13M | 0.01% | +397+1.1% | Added |
| Wealthfront Advisers LLC | 35,275 | $2.13M | 0.01% | −143−0.4% | Reduced |
| Fifth Third Bancorp | 34,850 | $2.10M | 0.01% | −6,014−14.7% | Reduced |
| British Columbia Investment Management Corp | 34,834 | $2.10M | 0.01% | +1,239+3.7% | Added |
| Rafferty Asset Management, LLC | 33,891 | $2.04M | 0.01% | +1,341+4.1% | Added |
| Creative Planning | 33,557 | $2.02M | 0.00% | +3,878+13.1% | Added |
| Capital International Inc | 33,274 | $2.01M | 0.03% | +810+2.5% | Added |
| Public Sector Pension Investment Board | 33,043 | $1.99M | 0.01% | −1,224−3.6% | Reduced |
| Aigen Investment Management, LP | 31,372 | $1.89M | 0.41% | +31,372 | New |
| Engineers Gate Manager LP | 31,361 | $1.89M | 0.05% | −10,019−24.2% | Reduced |
| WealthTrust Axiom LLC | 31,100 | $1.88M | 0.60% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 30,731 | $1.85M | 0.00% | +3,115+11.3% | Added |
| GWM Advisors LLC | 30,560 | $1.84M | 0.02% | +628+2.1% | Added |
| Aquila Investment Management LLC | 30,000 | $1.81M | 1.54% | +20,000+200.0% | Added |
| Natixis | 29,925 | $1.81M | 0.01% | −504,635−94.4% | Reduced |
| Quantbot Technologies LP | 29,752 | $1.80M | 0.10% | +18,267+159.1% | Added |
| CIBC World Markets Corp | 29,431 | $1.78M | 0.01% | −8,122−21.6% | Reduced |
| Entropy Technologies, LP | 29,054 | $1.75M | 0.19% | +15,806+119.3% | Added |
| Mariner, LLC | 29,014 | $1.75M | 0.00% | +1,126+4.0% | Added |
| Ferguson Wellman Capital Management, Inc | 28,484 | $1.72M | 0.04% | −544−1.9% | Reduced |
| Centiva Capital, LP | 28,472 | $1.72M | 0.10% | −7,113−20.0% | Reduced |
| Westpac Banking Corp | 28,098 | $1.70M | 0.13% | −8,236−22.7% | Reduced |
| Private Advisor Group, LLC | 28,010 | $1.69M | 0.01% | +6,968+33.1% | Added |
| Gamco Investors, Inc. Et Al | 27,300 | $1.65M | 0.02% | −450−1.6% | Reduced |
| Allianz Asset Management GmbH | 26,638 | $1.61M | 0.00% | −1,267−4.5% | Reduced |
| Elo Mutual Pension Insurance Co | 26,548 | $1.60M | 0.04% | +1,078+4.2% | Added |
| Gateway Investment Advisers LLC | 26,308 | $1.59M | 0.02% | +2,495+10.5% | Added |
| Kesler, Norman & Wride, LLC | 26,304 | $1.59M | 0.34% | −2,425−8.4% | Reduced |
| Cetera Investment Advisers | 26,219 | $1.58M | 0.00% | +20,056+325.4% | Added |
| Atria Investments LLC | 25,861 | $1.56M | 0.02% | +21+0.1% | Added |
| Fox Run Management, L.L.C. | 25,293 | $1.53M | 0.33% | +6,553+35.0% | Added |
| Mackenzie Financial Corp | 25,233 | $1.52M | 0.00% | +1,166+4.8% | Added |
| Oregon Public Employees Retirement Fund | 25,145 | $1.52M | 0.03% | +2,349+10.3% | Added |
| JustInvest LLC | 24,942 | $1.50M | 0.03% | +4,302+20.8% | Added |
| Buckingham Strategic Wealth, LLC | 24,263 | $1.46M | 0.02% | +24,263 | New |
| Gulf International Bank (UK) Ltd | 24,216 | $1.46M | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,965 | $1.45M | 0.02% | −22−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,964 | $1.45M | 0.01% | −1,080−4.3% | Reduced |
| Advisors Asset Management, Inc. | 23,574 | $1.42M | 0.03% | −97−0.4% | Reduced |
| Pathstone Holdings, LLC | 23,310 | $1.41M | 0.01% | −848−3.5% | Reduced |
| First Manhattan Co | 23,249 | $1.40M | 0.00% | −5,200−18.3% | 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 |
| Kentucky Retirement Systems | 22,361 | $1.35M | 0.04% | −983−4.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22,108 | $1.33M | 0.00% | −2,628−10.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.33M | 0.17% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 22,626 | $1.31M | 0.50% | −2,609−10.3% | Reduced |
| Cerity Partners LLC | 21,564 | $1.30M | 0.00% | +13,438+165.4% | Added |
| Glenmede Trust Co NA | 21,469 | $1.30M | 0.01% | +8,341+63.5% | Added |
| Maryland State Retirement & Pension System | 22,205 | $1.28M | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 20,768 | $1.25M | 0.01% | +10,749+107.3% | Added |
| Mercer Global Advisors Inc | 20,639 | $1.25M | 0.00% | +3,033+17.2% | Added |
| KBC Group NV | 20,536 | $1.24M | 0.00% | +1,184+6.1% | Added |
| Opus Investment Management Inc | 20,000 | $1.21M | 0.79% | 00.0% | Unchanged |
| Beck Bode, LLC | 19,823 | $1.20M | 0.24% | +5,411+37.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,726 | $1.19M | 0.00% | +493+2.6% | Added |
| Bayesian Capital Management, LP | 19,600 | $1.18M | 0.11% | +15,700+402.6% | Added |
| Prudential PLC | 19,384 | $1.17M | 0.01% | +1,385+7.7% | Added |
| Achmea Investment Management B.V. | 19,265 | $1.16M | 0.02% | 00.0% | Unchanged |