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, Q2 2024
Institutional positions in CMS Energy Corp as of Jun 30, 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
- 686
- +26 vs. Q1 2024
- Shares held
- 278.1M
- −771.1K (−0.3%) vs. Q1 2024
- Total value
- $16.6B
- −$258.0M (−1.5%) vs. Q1 2024
- New holders
- 80
- 288 more added
- Sold out
- 54
- 195 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $20.6B |
| Q3 2025 | 776 | $22.6B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.7B |
| Q4 2024 | 716 | $19.0B |
| Q3 2024 | 710 | $22.0B |
| Q2 2024 | 686 | $18.1B |
| Q1 2024 | 664 | $19.1B |
| Q4 2023 | 633 | $17.9B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.4B |
| Q1 2023 | 631 | $16.8B |
| Q4 2022 | 636 | $17.3B |
| 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 | $16.0B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,801,982 | $2.25B | 0.04% | +996,173+2.7% | Added |
| BlackRock Inc. | 28,605,775 | $1.70B | 0.04% | +1,399,385+5.1% | Added |
| JPMorgan Chase & Co | 25,055,113 | $1.49B | 0.13% | +2,392,149+10.6% | Added |
| State Street Corp | 16,066,268 | $956.4M | 0.04% | −1,866,051−10.4% | Reduced |
| Geode Capital Management, LLC | 7,404,708 | $439.7M | 0.04% | +288,780+4.1% | Added |
| Massachusetts Financial Services Co | 6,891,027 | $410.2M | 0.13% | +3,473,977+101.7% | Added |
| Ameriprise Financial Inc | 6,699,255 | $401.3M | 0.11% | −86,455−1.3% | Reduced |
| Morgan Stanley | 6,601,731 | $393.0M | 0.03% | +117,842+1.8% | Added |
| Wells Fargo & Company | 6,187,922 | $368.4M | 0.10% | −146,639−2.3% | Reduced |
| Invesco Ltd. | 4,547,859 | $270.7M | 0.06% | −136,451−2.9% | Reduced |
| Amundi | 4,496,713 | $264.7M | 0.10% | +456,730+11.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,249,767 | $253.0M | 0.28% | +85,915+2.1% | Added |
| Goldman Sachs Group Inc | 3,973,658 | $236.6M | 0.05% | +282,719+7.7% | Added |
| Bank of New York Mellon Corp | 3,574,495 | $212.8M | 0.04% | −124,709−3.4% | Reduced |
| Deutsche Bank AG | 3,562,492 | $212.1M | 0.10% | +1,954,639+121.6% | Added |
| Legal & General Group Plc | 3,348,673 | $199.3M | 0.06% | −198,282−5.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,104,447 | $184.8M | 0.12% | +27,387+0.9% | Added |
| Pictet Asset Management Holding SA | 3,083,157 | $183.5M | 0.21% | −329,102−9.6% | Reduced |
| Price T Rowe Associates Inc | 3,031,357 | $180.5M | 0.02% | −588,618−16.3% | Reduced |
| FIL Ltd | 2,853,534 | $169.9M | 0.17% | −30,005−1.0% | Reduced |
| Northern Trust Corp | 2,853,513 | $169.9M | 0.03% | +70,624+2.5% | Added |
| Franklin Resources Inc | 2,835,238 | $168.8M | 0.05% | −86,445−3.0% | Reduced |
| Perpetual Ltd | 2,570,700 | $153.0M | 1.66% | −36,402−1.4% | Reduced |
| Bank of America Corp | 2,473,917 | $147.3M | 0.01% | +77,743+3.2% | Added |
| ExodusPoint Capital Management, LP | 2,158,968 | $128.5M | 1.41% | +285,309+15.2% | Added |
| Norges Bank | 2,154,486 | $128.3M | 0.02% | −58,249−2.6% | Reduced |
| UBS Asset Management Americas Inc | 2,137,439 | $127.2M | 0.04% | +746,145+53.6% | Added |
| Jennison Associates LLC | 2,050,982 | $122.1M | 0.08% | −26,873−1.3% | Reduced |
| Nuveen Asset Management, LLC | 1,846,539 | $113.9M | 0.03% | +182,180+10.9% | Added |
| Charles Schwab Investment Management Inc | 1,797,193 | $107.0M | 0.02% | +62,134+3.6% | Added |
| American Century Companies Inc | 1,622,082 | $96.6M | 0.06% | −371,598−18.6% | Reduced |
| Duff & Phelps Investment Management Co | 1,615,109 | $96.1M | 1.22% | −402,666−20.0% | Reduced |
| iA Global Asset Management Inc. | 1,555,898 | $92.6M | 1.77% | +791,664+103.6% | Added |
| Magellan Asset Management Ltd | 1,548,180 | $92.2M | 0.88% | −641,330−29.3% | Reduced |
| Soroban Capital Partners LP | 1,443,203 | $85.9M | 1.26% | +561,901+63.8% | Added |
| Macquarie Group Ltd | 1,439,732 | $85.7M | 0.10% | −63,640−4.2% | Reduced |
| Bank of Montreal | 1,377,752 | $82.7M | 0.02% | +375,072+37.4% | Added |
| California Public Employees Retirement System | 1,366,487 | $81.3M | 0.06% | −331,644−19.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,334,994 | $80.1M | 0.14% | +2,102+0.2% | Added |
| Reaves W H & Co Inc | 1,342,262 | $79.9M | 2.70% | −138,958−9.4% | Reduced |
| Lord, Abbett & Co. LLC | 1,332,690 | $79.3M | 0.26% | +218,701+19.6% | Added |
| Dimensional Fund Advisors LP | 1,281,504 | $76.3M | 0.02% | +233,633+22.3% | Added |
| Capital Research Global Investors | 1,226,454 | $73.0M | 0.02% | −1,521,285−55.4% | Reduced |
| Brookfield Asset Management Inc. | 1,192,669 | $71.0M | 0.45% | −14,028−1.2% | Reduced |
| Standard Life Aberdeen plc | 1,157,210 | $68.9M | 0.13% | +18,180+1.6% | Added |
| UBS Group AG | 1,040,315 | $61.9M | 0.02% | +5,726+0.6% | Added |
| HITE Hedge Asset Management LLC | 1,009,193 | $60.1M | 5.88% | −118,518−10.5% | Reduced |
| First Trust Advisors LP | 964,783 | $57.4M | 0.06% | −212,539−18.1% | Reduced |
| Prudential Financial Inc | 918,937 | $54.7M | 0.08% | −672,018−42.2% | Reduced |
| Envestnet Asset Management Inc | 884,878 | $52.7M | 0.02% | +109,424+14.1% | Added |
| Swiss National Bank | 884,100 | $52.6M | 0.04% | +10,300+1.2% | Added |
| APG Asset Management N.V. | 911,958 | $50.7M | 0.09% | −7,917−0.9% | Reduced |
| Royal Bank of Canada | 798,757 | $47.6M | 0.01% | +58,018+7.8% | Added |
| AMF Pensionsforsakring AB | 796,882 | $47.5M | 0.35% | +344,549+76.2% | Added |
| UniSuper Management Pty Ltd | 795,414 | $47.4M | 0.39% | −319,947−28.7% | Reduced |
| Railway Pension Investments Ltd | 790,900 | $47.1M | 0.56% | +790,900 | New |
| Energy Income Partners, LLC | 767,717 | $45.7M | 1.02% | −131,057−14.6% | Reduced |
| Renaissance Technologies LLC | 767,100 | $45.7M | 0.08% | +466,500+155.2% | Added |
| Truist Financial Corp | 735,233 | $43.8M | 0.07% | +169,160+29.9% | Added |
| Assenagon Asset Management S.A. | 731,887 | $43.6M | 0.11% | +325,101+79.9% | Added |
| Cbre Clarion Securities LLC | 730,879 | $43.5M | 0.80% | −9,801−1.3% | Reduced |
| HSBC Holdings PLC | 729,904 | $43.4M | 0.03% | −424,262−36.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 713,074 | $42.4M | 0.03% | −36,274−4.8% | Reduced |
| Partners Group Holding AG | 695,982 | $41.4M | 3.12% | +30,824+4.6% | Added |
| Capital International Investors | 695,907 | $41.4M | 0.01% | −5,500,300−88.8% | Reduced |
| 1832 Asset Management L.P. | 690,717 | $41.1M | 0.07% | −182,653−20.9% | Reduced |
| Barclays PLC | 680,880 | $40.5M | 0.02% | −132,512−16.3% | Reduced |
| Miller Howard Investments Inc | 653,543 | $38.9M | 1.29% | −6,488−1.0% | Reduced |
| Aviva PLC | 621,289 | $37.0M | 0.10% | +107,004+20.8% | Added |
| Ceredex Value Advisors LLC | 606,150 | $36.1M | 0.68% | −549,957−47.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 597,148 | $35.5M | 0.24% | +13,263+2.3% | Added |
| Victory Capital Management Inc | 594,728 | $35.4M | 0.04% | −47,806−7.4% | Reduced |
| Rhumbline Advisers | 589,212 | $35.1M | 0.03% | +8,521+1.5% | Added |
| TD Asset Management Inc | 584,087 | $34.8M | 0.03% | +2,679+0.5% | Added |
| BNP Paribas Arbitrage, SA | 561,313 | $33.4M | 0.04% | +307,136+120.8% | Added |
| STRS Ohio | 550,338 | $32.8M | 0.13% | −318,276−36.6% | Reduced |
| Canada Pension Plan Investment Board | 544,789 | $32.4M | 0.03% | −145,501−21.1% | Reduced |
| Citigroup Inc | 541,281 | $32.2M | 0.03% | +4,509+0.8% | Added |
| Bahl & Gaynor Inc | 503,231 | $30.0M | 0.17% | +41,822+9.1% | Added |
| M&T Bank Corp | 479,718 | $28.6M | 0.10% | +10,346+2.2% | Added |
| Citadel Advisors LLC | 463,786 | $27.6M | 0.03% | −314,996−40.4% | Reduced |
| Yaupon Capital Management LP | 458,513 | $27.3M | 2.44% | +148,400+47.9% | Added |
| Ensign Peak Advisors, Inc | 457,455 | $27.2M | 0.05% | +92,820+25.5% | Added |
| National Pension Service | 437,175 | $26.0M | 0.03% | +11,048+2.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 403,851 | $24.0M | 0.03% | +51,400+14.6% | Added |
| California State Teachers Retirement System | 394,251 | $23.5M | 0.03% | +2,329+0.6% | Added |
| Principal Financial Group Inc | 379,636 | $22.6M | 0.01% | −2,961−0.8% | Reduced |
| Russell Investments Group, Ltd. | 371,945 | $22.1M | 0.04% | +89,846+31.8% | Added |
| RWC Asset Management LLP | 361,613 | $21.5M | 1.52% | +883+0.2% | Added |
| D. E. Shaw & Co., Inc. | 360,748 | $21.5M | 0.03% | −678,566−65.3% | Reduced |
| Alliancebernstein L.P. | 352,069 | $21.0M | 0.01% | +9,182+2.7% | Added |
| State Board of Administration of Florida Retirement System | 333,626 | $19.9M | 0.04% | −28,537−7.9% | Reduced |
| Bruce & Co., Inc. | 320,000 | $19.0M | 6.27% | +4,000+1.3% | Added |
| Susquehanna Fundamental Investments, LLC | 313,493 | $18.7M | 0.43% | +19,349+6.6% | Added |
| Capital Group Private Client Services, Inc. | 311,287 | $18.5M | 0.19% | −12,202−3.8% | Reduced |
| Avalon Trust Co | 292,075 | $17.4M | 1.38% | +292,075 | New |
| FMR LLC | 291,541 | $17.4M | 0.00% | −196,693−40.3% | Reduced |
| SEI Investments Co | 286,523 | $17.1M | 0.02% | −3,946−1.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 286,461 | $17.1M | 0.03% | −2,300−0.8% | Reduced |
| Teacher Retirement System of Texas | 281,713 | $16.8M | 0.10% | +16,325+6.2% | Added |