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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 25,659 | $1.53M | 0.03% | +514+2.0% | Added |
| Sanctuary Advisors, LLC | 25,929 | $1.54M | 0.01% | +25,929 | New |
| Man Group plc | 25,913 | $1.54M | 0.00% | +25,913 | New |
| Axq Capital, LP | 26,140 | $1.56M | 0.36% | +26,140 | New |
| Gateway Investment Advisers LLC | 26,308 | $1.57M | 0.02% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 26,675 | $1.59M | 0.30% | +26,675 | New |
| Ferguson Wellman Capital Management, Inc | 26,748 | $1.59M | 0.03% | −1,736−6.1% | Reduced |
| JustInvest LLC | 26,943 | $1.60M | 0.03% | +2,001+8.0% | Added |
| Elo Mutual Pension Insurance Co | 27,040 | $1.61M | 0.04% | +492+1.9% | Added |
| IFP Advisors, Inc | 27,048 | $1.61M | 0.06% | −12,436−31.5% | Reduced |
| First Manhattan Co | 27,449 | $1.63M | 0.01% | +4,200+18.1% | Added |
| GWM Advisors LLC | 27,511 | $1.64M | 0.01% | −3,049−10.0% | Reduced |
| Gamco Investors, Inc. Et Al | 27,750 | $1.65M | 0.02% | +450+1.6% | Added |
| Cetera Investment Advisers | 27,850 | $1.66M | 0.00% | +1,631+6.2% | Added |
| Ontario Teachers Pension Plan Board | 28,023 | $1.67M | 0.02% | −9,185−24.7% | Reduced |
| Quest Partners LLC | 30,108 | $1.79M | 0.24% | +30,085+130,804.3% | Added |
| Acadian Asset Management LLC | 30,300 | $1.80M | 0.01% | +28,749+1,853.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 30,444 | $1.81M | 0.00% | +30,444 | New |
| WealthTrust Axiom LLC | 31,100 | $1.85M | 0.61% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 31,322 | $1.86M | 0.02% | +31,322 | New |
| Baird Financial Group, Inc. | 31,438 | $1.87M | 0.00% | +707+2.3% | Added |
| Rafferty Asset Management, LLC | 32,400 | $1.93M | 0.01% | −1,491−4.4% | Reduced |
| Centiva Capital, LP | 32,563 | $1.94M | 0.09% | +4,091+14.4% | Added |
| Crossmark Global Holdings, Inc. | 32,599 | $1.94M | 0.04% | −3,233−9.0% | Reduced |
| Creative Planning | 32,737 | $1.95M | 0.00% | −820−2.4% | Reduced |
| CWM Advisors, LLC | 32,909 | $1.96M | 0.23% | −5,478−14.3% | Reduced |
| Mariner, LLC | 33,257 | $1.98M | 0.00% | +4,243+14.6% | Added |
| Private Advisor Group, LLC | 33,510 | $1.99M | 0.01% | +5,500+19.6% | Added |
| Fifth Third Bancorp | 34,216 | $2.04M | 0.01% | −634−1.8% | Reduced |
| Cox Capital Mgt LLC | 36,009 | $2.14M | 1.30% | −1,862−4.9% | Reduced |
| Bayesian Capital Management, LP | 36,400 | $2.17M | 0.25% | +16,800+85.7% | Added |
| Wedge Capital Management L L P | 36,493 | $2.17M | 0.04% | −35,603−49.4% | Reduced |
| Capital International Sarl | 36,793 | $2.19M | 0.07% | −1,302−3.4% | Reduced |
| State of Alaska, Department of Revenue | 36,843 | $2.19M | 0.02% | +990+2.8% | Added |
| Bank of Nova Scotia | 36,856 | $2.19M | 0.00% | −94,630−72.0% | Reduced |
| Mutual of America Capital Management LLC | 37,659 | $2.24M | 0.02% | −945−2.4% | Reduced |
| Janney Montgomery Scott LLC | 37,687 | $2.24M | 0.01% | +2,361+6.7% | Added |
| Agf Management Ltd | 38,110 | $2.27M | 0.01% | +38,110 | New |
| CIBC World Markets Corp | 38,475 | $2.29M | 0.02% | +9,044+30.7% | Added |
| Nissay Asset Management Corp | 38,577 | $2.30M | 0.02% | +1,748+4.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 39,136 | $2.33M | 0.01% | +926+2.4% | Added |
| Janus Henderson Group PLC | 39,203 | $2.33M | 0.00% | −1,510−3.7% | Reduced |
| Sciencast Management LP | 39,200 | $2.33M | 0.81% | +39,200 | New |
| ING Groep NV | 40,185 | $2.39M | 0.01% | −706,095−94.6% | Reduced |
| Andra AP-fonden | 40,400 | $2.41M | 0.04% | +40,400 | New |
| Xponance, Inc. | 40,675 | $2.42M | 0.02% | +760+1.9% | Added |
| New York Life Investment Management LLC | 40,984 | $2.44M | 0.02% | +777+1.9% | Added |
| Sigma Planning Corp | 41,103 | $2.45M | 0.08% | −428−1.0% | Reduced |
| Captrust Financial Advisors | 42,515 | $2.53M | 0.01% | +364+0.9% | Added |
| ProShare Advisors LLC | 43,360 | $2.58M | 0.01% | +4,470+11.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,380 | $2.58M | 0.03% | −648−1.5% | Reduced |
| USS Investment Management Ltd | 43,521 | $2.59M | 0.02% | +4,758+12.3% | Added |
| Viking Fund Management LLC | 44,000 | $2.62M | 0.47% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 44,220 | $2.63M | 0.12% | +37,929+602.9% | Added |
| Magnetar Financial LLC | 44,333 | $2.64M | 0.06% | +44,333 | New |
| NBC Securities, Inc. | 45,199 | $2.69M | 0.24% | +1,807+4.2% | Added |
| Tredje AP-fonden | 45,471 | $2.71M | 0.03% | −717−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 45,268 | $2.71M | 0.01% | −29,451−39.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 45,647 | $2.72M | 0.07% | +6,215+15.8% | Added |
| Daiwa Securities Group Inc. | 46,616 | $2.77M | 0.01% | +1,603+3.6% | Added |
| Mesirow Institutional Investment Management, Inc. | 47,320 | $2.82M | 0.25% | +35+0.1% | Added |
| Forsta Ap-Fonden | 47,600 | $2.83M | 0.03% | −500−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 48,026 | $2.86M | 0.05% | +35,881+295.4% | Added |
| Utah Retirement Systems | 49,008 | $2.92M | 0.03% | −1,300−2.6% | Reduced |
| Benjamin Edwards Inc | 50,370 | $3.00M | 0.58% | −1,327−2.6% | Reduced |
| Public Sector Pension Investment Board | 50,685 | $3.02M | 0.02% | +17,642+53.4% | Added |
| Lazard Asset Management LLC | 50,893 | $3.03M | 0.00% | +174+0.3% | Added |
| Yousif Capital Management, LLC | 53,580 | $3.19M | 0.04% | +448+0.8% | Added |
| Aquatic Capital Management LLC | 53,600 | $3.19M | 0.12% | +6,200+13.1% | Added |
| Campbell & CO Investment Adviser LLC | 53,936 | $3.21M | 0.27% | +47,497+737.6% | Added |
| Pacer Advisors, Inc. | 54,097 | $3.22M | 0.01% | −9,000−14.3% | Reduced |
| Czech National Bank | 56,907 | $3.39M | 0.04% | +5,100+9.8% | Added |
| Panagora Asset Management Inc | 57,007 | $3.39M | 0.02% | −256,304−81.8% | Reduced |
| British Columbia Investment Management Corp | 57,181 | $3.40M | 0.02% | +22,347+64.2% | Added |
| The PNC Financial Services Group, Inc. | 58,344 | $3.47M | 0.00% | +1,697+3.0% | Added |
| Twinbeech Capital LP | 58,698 | $3.49M | 0.07% | +58,698 | New |
| First Citizens Bank & Trust Co | 59,814 | $3.56M | 0.07% | +1,892+3.3% | Added |
| Amalgamated Bank | 60,362 | $3.59M | 0.03% | +50.0% | Added |
| CI Private Wealth, LLC | 60,878 | $3.62M | 0.01% | +2,383+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,071 | $3.81M | 0.01% | −1,986−3.0% | Reduced |
| Two Sigma Investments, LP | 64,508 | $3.84M | 0.01% | +64,508 | New |
| Ausbil Investment Management Ltd | 65,437 | $3.90M | 1.80% | −2,288−3.4% | Reduced |
| Retirement Systems of Alabama | 65,875 | $3.92M | 0.02% | +888+1.4% | Added |
| SilverOak Wealth Management LLC | 68,825 | $4.10M | 0.98% | +12,735+22.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,708 | $4.15M | 0.01% | +9,756+16.3% | Added |
| First American Bank | 70,543 | $4.20M | 0.31% | −516−0.7% | Reduced |
| Credit Agricole S A | 71,512 | $4.26M | 0.03% | +52,929+284.8% | Added |
| DnB Asset Management AS | 71,710 | $4.27M | 0.02% | +7,199+11.2% | Added |
| Wealthfront Advisers LLC | 72,217 | $4.30M | 0.01% | +36,942+104.7% | Added |
| Commonwealth Equity Services, LLC | 73,505 | $4.38M | 0.01% | −290.0% | Reduced |
| Chartwell Investment Partners, LLC | 74,626 | $4.44M | 0.16% | −8,175−9.9% | Reduced |
| Susquehanna International Group, LLP | 76,196 | $4.54M | 0.01% | −15,423−16.8% | Reduced |
| Corebridge Financial, Inc. | 76,295 | $4.54M | 0.02% | +76,295 | New |
| Envestnet Portfolio Solutions, Inc. | 77,478 | $4.61M | 0.02% | +163+0.2% | Added |
| Assetmark, Inc | 78,614 | $4.68M | 0.01% | +8,651+12.4% | Added |
| Logan Capital Management Inc | 78,841 | $4.69M | 0.20% | −3,698−4.5% | Reduced |
| MetLife Investment Management | 79,632 | $4.74M | 0.03% | +10,763+15.6% | Added |
| Van Eck Associates Corp | 79,754 | $4.75M | 0.01% | +7,498+10.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 81,257 | $4.79M | 0.38% | +81,257 | New |
| Korea Investment CORP | 81,244 | $4.84M | 0.01% | −1,383−1.7% | Reduced |