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 | $20.5B |
| 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, 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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 10,153 | $604.4K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,201 | $607.3K | 0.02% | −196−1.9% | Reduced |
| Icon Advisers Inc | 10,400 | $611.5K | 0.14% | +10,400 | New |
| Amica Mutual Insurance Co | 10,317 | $614.0K | 0.06% | 00.0% | Unchanged |
| Spirit of America Management Corp | 10,450 | $622.1K | 0.13% | +1,550+17.4% | Added |
| Smartleaf Asset Management LLC | 10,427 | $625.2K | 0.10% | +1,657+18.9% | Added |
| Swiss Life Asset Management Ltd | 10,669 | $635.1K | 0.01% | +10,669 | New |
| Meeder Advisory Services, Inc. | 10,778 | $641.6K | 0.05% | +1,937+21.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,847 | $646.0K | 0.01% | +10,187+1,543.5% | Added |
| Lido Advisors, LLC | 10,879 | $647.7K | 0.01% | −703−6.1% | Reduced |
| Exchange Traded Concepts, LLC | 10,897 | $648.7K | 0.02% | +522+5.0% | Added |
| Integrated Investment Consultants, LLC | 10,861 | $655.4K | 0.18% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,011 | $655.5K | 0.01% | +698+6.8% | Added |
| Kovitz Investment Group Partners, LLC | 11,098 | $660.7K | 0.01% | −1,675−13.1% | Reduced |
| Huntington National Bank | 11,370 | $676.9K | 0.01% | +59+0.5% | Added |
| Sumitomo Life Insurance Co | 11,607 | $691.0K | 0.02% | −1,442−11.1% | Reduced |
| Azimuth Capital Investment Management LLC | 11,652 | $693.6K | 0.03% | +8,030+221.7% | Added |
| Chesley Taft & Associates LLC | 11,906 | $708.8K | 0.04% | −530−4.3% | Reduced |
| Gotham Asset Management, LLC | 12,007 | $714.8K | 0.01% | +12,007 | New |
| QRG Capital Management, Inc. | 12,012 | $715.1K | 0.01% | +1,880+18.6% | Added |
| Greenleaf Trust | 12,092 | $719.8K | 0.01% | +859+7.6% | Added |
| Prelude Capital Management, LLC | 12,174 | $724.7K | 0.06% | −6,157−33.6% | Reduced |
| Vestcor Inc | 12,275 | $731.0K | 0.02% | 00.0% | Unchanged |
| United Services Automobile Association | 12,430 | $740.0K | 0.02% | −931−7.0% | Reduced |
| Hantz Financial Services, Inc. | 12,542 | $747.0K | 0.01% | +60.0% | Added |
| Thrivent Financial for Lutherans | 12,601 | $750.0K | 0.00% | +57+0.5% | Added |
| Versor Investments LP | 12,659 | $753.6K | 0.14% | +12,659 | New |
| Northwestern Mutual Wealth Management Co | 12,664 | $753.8K | 0.00% | +149+1.2% | Added |
| Everence Capital Management Inc | 12,530 | $759.0K | 0.05% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 12,715 | $762.4K | 0.01% | +4,820+61.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,939 | $770.3K | 0.04% | −662−4.9% | Reduced |
| Elevated Capital Advisors, LLC | 12,945 | $770.6K | 0.22% | +12,945 | New |
| Mirador Capital Partners LP | 13,094 | $779.5K | 0.15% | +653+5.2% | Added |
| Two Sigma Securities, LLC | 13,273 | $790.1K | 0.04% | +13,273 | New |
| Capital International Inc | 13,679 | $814.3K | 0.01% | −19,595−58.9% | Reduced |
| BLB&B Advisors, LLC | 13,729 | $817.3K | 0.04% | −50−0.4% | Reduced |
| Banque Cantonale Vaudoise | 13,999 | $833.0K | 0.03% | +8,265+144.1% | Added |
| Prospera Financial Services Inc | 14,173 | $843.7K | 0.02% | +3,371+31.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 14,354 | $854.5K | 0.01% | +14,354 | New |
| New Mexico Educational Retirement Board | 14,710 | $876.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 15,053 | $896.1K | 0.02% | +7,199+91.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,171 | $903.1K | 0.09% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,263 | $908.6K | 0.07% | +376+2.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15,354 | $913.9K | 0.28% | +15,354 | New |
| Pettee Investors, Inc. | 15,368 | $914.9K | 0.44% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 15,416 | $917.7K | 0.00% | +15,416 | New |
| Horizon Kinetics Asset Management LLC | 15,475 | $921.2K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,558 | $926.0K | 0.06% | +15,558 | New |
| Veriti Management LLC | 15,929 | $948.3K | 0.06% | +4,715+42.0% | Added |
| Nordea Investment Management AB | 16,168 | $958.8K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 16,392 | $975.8K | 0.01% | +64+0.4% | Added |
| Profund Advisors LLC | 16,490 | $981.6K | 0.04% | +5,502+50.1% | Added |
| Ramirez Asset Management, Inc. | 16,522 | $983.6K | 0.20% | +1,603+10.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,639 | $991.0K | 0.02% | +2,748+19.8% | Added |
| Neuberger Berman Group LLC | 16,654 | $991.4K | 0.00% | +366+2.2% | Added |
| Exchange Capital Management, Inc. | 16,692 | $993.7K | 0.16% | −2,360−12.4% | Reduced |
| Toroso Investments, LLC | 16,815 | $1.00M | 0.01% | +209+1.3% | Added |
| Louisiana State Employees Retirement System | 16,900 | $1.01M | 0.02% | −200−1.2% | Reduced |
| Quantinno Capital Management LP | 16,965 | $1.01M | 0.02% | +3,058+22.0% | Added |
| Mirabella Financial Services LLP | 17,094 | $1.02M | 0.07% | +17,094 | New |
| Securian Asset Management, Inc | 17,105 | $1.02M | 0.03% | −210−1.2% | Reduced |
| Ninepoint Partners LP | 17,505 | $1.04M | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,707 | $1.05M | 0.00% | −629−3.4% | Reduced |
| Metis Global Partners, LLC | 18,183 | $1.08M | 0.04% | +1,815+11.1% | Added |
| Prudential PLC | 18,758 | $1.12M | 0.01% | −626−3.2% | Reduced |
| Kesler, Norman & Wride, LLC | 19,204 | $1.14M | 0.24% | −7,100−27.0% | Reduced |
| Hartford Investment Management Co | 19,255 | $1.15M | 0.04% | +141+0.7% | Added |
| Cerity Partners LLC | 19,607 | $1.17M | 0.00% | −1,957−9.1% | Reduced |
| HB Wealth Management, LLC | 19,621 | $1.17M | 0.01% | +477+2.5% | Added |
| Hilton Capital Management, LLC | 19,674 | $1.17M | 0.10% | +572+3.0% | Added |
| Cresset Asset Management, LLC | 19,716 | $1.17M | 0.00% | +2,291+13.1% | Added |
| Opus Investment Management Inc | 20,000 | $1.19M | 0.77% | 00.0% | Unchanged |
| KBC Group NV | 20,536 | $1.22M | 0.00% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 20,770 | $1.24M | 0.03% | +20,770 | New |
| Wolverine Trading, LLC | 20,910 | $1.24M | 0.02% | +142+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,316 | $1.27M | 0.00% | +1,590+8.1% | Added |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.31M | 0.16% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,205 | $1.32M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 22,247 | $1.32M | 0.02% | −3,614−14.0% | Reduced |
| Glenmede Trust Co NA | 22,284 | $1.33M | 0.01% | +815+3.8% | Added |
| Kentucky Retirement Systems | 22,504 | $1.34M | 0.04% | +143+0.6% | Added |
| Squarepoint Ops LLC | 22,667 | $1.35M | 0.01% | −132,192−85.4% | Reduced |
| Mizuho Securities USA LLC | 23,024 | $1.37M | 0.03% | +23,024 | New |
| Wealth Enhancement Advisory Services, LLC | 23,261 | $1.38M | 0.00% | +6,247+36.7% | Added |
| Mercer Global Advisors Inc | 23,296 | $1.39M | 0.00% | +2,657+12.9% | Added |
| Teachers Retirement System of the State of Kentucky | 23,286 | $1.39M | 0.01% | −678−2.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 23,516 | $1.40M | 0.36% | +890+3.9% | Added |
| Advisors Asset Management, Inc. | 23,919 | $1.42M | 0.03% | +345+1.5% | Added |
| Tudor Investment Corp Et Al | 24,039 | $1.43M | 0.02% | +24,039 | New |
| Brinker Capital Investments, LLC | 24,193 | $1.44M | 0.02% | +1,041+4.5% | Added |
| Orion Portfolio Solutions, LLC | 24,193 | $1.44M | 0.02% | +1,041+4.5% | Added |
| Gulf International Bank (UK) Ltd | 24,216 | $1.44M | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 24,397 | $1.45M | 0.02% | +134+0.6% | Added |
| Pathstone Holdings, LLC | 24,575 | $1.46M | 0.01% | +1,265+5.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,603 | $1.47M | 0.00% | +2,495+11.3% | Added |
| Quantbot Technologies LP | 24,966 | $1.49M | 0.07% | −4,786−16.1% | Reduced |
| Nebula Research & Development LLC | 25,232 | $1.50M | 0.24% | +25,232 | New |
| Mackenzie Financial Corp | 25,390 | $1.51M | 0.00% | +157+0.6% | Added |
| Avantax Advisory Services, Inc. | 25,412 | $1.51M | 0.01% | +9,849+63.3% | Added |
| Steward Partners Investment Advisory, LLC | 25,569 | $1.52M | 0.02% | +1,604+6.7% | Added |