Skip to main content

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.

Other share classesCMSACMSCCMSDCMS.PC

Q2 2024 vs. Q1 2024

How the institutions holding CMS Energy Corp changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of CMS: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders6644686+26
Shares279.9M1.04M278.1M−771.1K (−0.3%)
Value$16.9B$62.9M$16.6B−$258.0M (−1.5%)

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held CMS Energy Corp at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to CMS in Q2 2024
InstitutionSharesValue% of portfolio
Railway Pension Investments Ltd790,900$47.1M0.56%
Avalon Trust Co292,075$17.4M1.38%
Graham Capital Management, L.P.221,029$13.2M0.45%
Decade Renewable Partners LP207,400$12.3M6.02%
Jump Financial, LLC105,823$6.30M0.13%
GQG Partners LLC92,536$5.51M0.01%
Edgestream Partners, L.P.86,903$5.17M0.25%
Financiere des Professionnels - Fonds d,investissement inc.81,257$4.79M0.38%
Corebridge Financial, Inc.76,295$4.54M0.02%
Two Sigma Investments, LP64,508$3.84M0.01%
Twinbeech Capital LP58,698$3.49M0.07%
Magnetar Financial LLC44,333$2.64M0.06%
Andra AP-fonden40,400$2.41M0.04%
Sciencast Management LP39,200$2.33M0.81%
Agf Management Ltd38,110$2.27M0.01%
Worldquant Millennium Advisors LLC31,322$1.86M0.02%
Mirae Asset Global ETFs Holdings Ltd.30,444$1.81M0.00%
Qsemble Capital Management, LP26,675$1.59M0.30%
Axq Capital, LP26,140$1.56M0.36%
Man Group plc25,913$1.54M0.00%
Sanctuary Advisors, LLC25,929$1.54M0.01%
Nebula Research & Development LLC25,232$1.50M0.24%
Tudor Investment Corp Et Al24,039$1.43M0.02%
Mizuho Securities USA LLC23,024$1.37M0.03%
MBB Public Markets I LLC20,770$1.24M0.03%
Mirabella Financial Services LLP17,094$1.02M0.07%
Virtu Financial LLC15,558$926.0K0.06%
Balyasny Asset Management LLC15,416$917.7K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.15,354$913.9K0.28%
Deerfield Management Company, L.P. (Series C)14,354$854.5K0.01%
Two Sigma Securities, LLC13,273$790.1K0.04%
Elevated Capital Advisors, LLC12,945$770.6K0.22%
Versor Investments LP12,659$753.6K0.14%
Gotham Asset Management, LLC12,007$714.8K0.01%
Swiss Life Asset Management Ltd10,669$635.1K0.01%
Icon Advisers Inc10,400$611.5K0.14%
Altfest L J & Co Inc8,963$534.0K0.07%
RSM US Wealth Management LLC7,805$459.6K0.01%
Walleye Trading LLC7,551$449.5K0.01%
Nomura Holdings Inc6,338$377.3K0.00%
MQS Management LLC5,962$354.9K0.21%
Dynamic Technology Lab Private Ltd5,684$338.0K0.04%
Vinva Investment Management Ltd4,933$295.8K0.02%
Pearl River Capital, LLC4,709$280.3K0.04%
Cerro Pacific Wealth Advisors LLC4,377$260.6K0.10%
Venture Visionary Partners LLC3,890$231.6K0.01%
Diametric Capital, LP3,686$219.4K0.12%
CAPROCK Group, Inc.3,669$218.4K0.01%
Summit Trail Advisors, LLC3,575$212.8K0.01%
Morningstar Investment Services LLC3,522$211.0K0.00%
Henrickson Nauta Wealth Advisors, Inc.3,467$206.4K0.09%
Advisor OS, LLC3,460$206.0K0.02%
Resources Investment Advisors, LLC.3,438$204.7K0.00%
TFB Advisors LLC3,390$201.8K0.07%
SRS Capital Advisors, Inc.2,390$142.3K0.01%
Ossiam1,759$104.7K0.00%
Ashton Thomas Private Wealth, LLC1,539$91.6K0.01%
Cromwell Holdings LLC884$52.6K0.03%
Innealta Capital, LLC726$43.2K0.01%
Leonteq Securities AG650$38.7K0.01%
Jones Financial Companies LLLP355$21.1K0.00%
Ransom Advisory, Ltd274$16.3K0.01%
Laffer Tengler Investments250$14.9K0.00%
Mattson Financial Services, LLC179$10.7K0.00%
Family Firm, Inc.168$10.0K0.00%
Camelot Portfolios, LLC100$5.95K0.00%
Redwood Wealth Management Group, LLC91$5.42K0.00%
Creekmur Asset Management LLC65$3.87K0.00%
Glen Eagle Advisors, LLC61$3.63K0.00%
Richardson Capital Management LLC25$1.49K0.00%
Unique Wealth Strategies, LLC23$1.39K0.00%
Bokf, NA22$1.31K0.00%
ESL Trust Services, LLC22$1.31K0.00%
Strengthening Families & Communities, LLC9$1.00K0.00%
Fairway Wealth LLC16$9520.00%
Opal Wealth Advisors, LLC13$7740.00%
Financial Network Wealth Advisors LLC12$7140.00%
Wolff Wiese Magana LLC10$5960.00%
Harbor Investment Advisory, LLC4$2380.00%
SIMA Wealth Partners, LLC2$1410.00%

Sold out (54)

Institutions that held CMS Energy Corp at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of CMS in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Cohen & Steers, Inc.942,276$56.9M
Caisse de Depot Et Placement du Quebec816,340$49.3M
Duality Advisers, LP114,193$6.89M
Point72 (DIFC) Ltd98,232$5.93M
Point72 Hong Kong Ltd84,582$5.10M
American International Group, Inc.76,972$4.64M
Texas Permanent School Fund60,851$3.67M
Cubist Systematic Strategies, LLC46,931$2.83M
Marshall Wace, LLP36,347$2.19M
Aquila Investment Management LLC30,000$1.81M
Natixis29,925$1.81M
Westpac Banking Corp28,098$1.70M
Fox Run Management, L.L.C.25,293$1.53M
Achmea Investment Management B.V.19,265$1.16M
Mattern Wealth Management LLC18,037$1.09M
Atom Investors LP15,086$910.3K
Lloyd Advisory Services, LLC.14,995$904.7K
Occudo Quantitative Strategies LP13,609$821.2K
Seven Eight Capital, LP13,597$820.4K
Metropolitan Life Insurance Co11,875$716.5K
Finer Wealth Management, Inc.10,139$611.8K
Empower Advisory Group, LLC7,735$466.7K
Capula Management Ltd6,868$414.4K
Walleye Capital LLC6,533$394.2K
Stratos Wealth Advisors, LLC5,959$359.6K
LVW Advisors, LLC5,180$312.6K
Alberta Investment Management Corp4,900$295.7K
Susquehanna Portfolio Strategies, LLC4,800$289.6K
Executive Wealth Management, LLC4,466$267.9K
Connor, Clark & Lunn Investment Management Ltd.4,407$265.9K
Old Mission Capital LLC4,149$250.3K
XTX Topco Ltd4,021$242.6K
Healthcare of Ontario Pension Plan Trust Fund3,985$240.5K
nVerses Capital, LLC3,800$229.3K
Stratos Wealth Partners, LTD.3,599$217.2K
Prosperity Financial Group, Inc.3,519$212.4K
NewEdge Wealth, LLC3,342$204.8K
OneAscent Financial Services LLC3,349$202.0K
Siemens Fonds Invest GmbH3,323$200.5K
CoreCap Advisors, LLC2,816$169.9K
Elequin Capital LP181$10.9K
Arrow Financial Corp121$7.30K
Tfo-TDC, LLC79$4.77K
Webster Bank, N. A.78$4.71K
LifeSteps Financial, Inc.31$1.87K
Park Place Capital Corp25$1.51K
Sofos Investments, Inc.24$1.45K
RFP Financial Group LLC20$1.21K
Arlington Trust Co LLC20$1.21K
Cherry Tree Wealth Management, LLC19$1.15K
Tucker Asset Management LLC17$1.03K
Global Assets Advisory, LLC43,845$731
Kayne Anderson Rudnick Investment Management LLC7$422
Colonial Trust Advisors6$362

Not filed for Q2 2024 yet (4)

Institutions that held CMS Energy Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG974,544$58.8M
Degroof Petercam Asset Management47,583$2.87M
Shell Asset Management Co15,919$948.0K
Benedetti & Gucer, Inc.4,198$253.0K