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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 403,851 | $24.0M | 0.03% | +51,400+14.6% | Added |
| National Pension Service | 437,175 | $26.0M | 0.03% | +11,048+2.6% | Added |
| Ensign Peak Advisors, Inc | 457,455 | $27.2M | 0.05% | +92,820+25.5% | Added |
| Yaupon Capital Management LP | 458,513 | $27.3M | 2.44% | +148,400+47.9% | Added |
| Citadel Advisors LLC | 463,786 | $27.6M | 0.03% | −314,996−40.4% | Reduced |
| M&T Bank Corp | 479,718 | $28.6M | 0.10% | +10,346+2.2% | Added |
| Bahl & Gaynor Inc | 503,231 | $30.0M | 0.17% | +41,822+9.1% | Added |
| Citigroup Inc | 541,281 | $32.2M | 0.03% | +4,509+0.8% | Added |
| Canada Pension Plan Investment Board | 544,789 | $32.4M | 0.03% | −145,501−21.1% | Reduced |
| STRS Ohio | 550,338 | $32.8M | 0.13% | −318,276−36.6% | Reduced |
| BNP Paribas Arbitrage, SA | 561,313 | $33.4M | 0.04% | +307,136+120.8% | Added |
| TD Asset Management Inc | 584,087 | $34.8M | 0.03% | +2,679+0.5% | Added |
| Rhumbline Advisers | 589,212 | $35.1M | 0.03% | +8,521+1.5% | Added |
| Victory Capital Management Inc | 594,728 | $35.4M | 0.04% | −47,806−7.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 597,148 | $35.5M | 0.24% | +13,263+2.3% | Added |
| Ceredex Value Advisors LLC | 606,150 | $36.1M | 0.68% | −549,957−47.6% | Reduced |
| Aviva PLC | 621,289 | $37.0M | 0.10% | +107,004+20.8% | Added |
| Miller Howard Investments Inc | 653,543 | $38.9M | 1.29% | −6,488−1.0% | Reduced |
| Barclays PLC | 680,880 | $40.5M | 0.02% | −132,512−16.3% | Reduced |
| 1832 Asset Management L.P. | 690,717 | $41.1M | 0.07% | −182,653−20.9% | Reduced |
| Capital International Investors | 695,907 | $41.4M | 0.01% | −5,500,300−88.8% | Reduced |
| Partners Group Holding AG | 695,982 | $41.4M | 3.12% | +30,824+4.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 713,074 | $42.4M | 0.03% | −36,274−4.8% | Reduced |
| HSBC Holdings PLC | 729,904 | $43.4M | 0.03% | −424,262−36.8% | Reduced |
| Cbre Clarion Securities LLC | 730,879 | $43.5M | 0.80% | −9,801−1.3% | Reduced |
| Assenagon Asset Management S.A. | 731,887 | $43.6M | 0.11% | +325,101+79.9% | Added |
| Truist Financial Corp | 735,233 | $43.8M | 0.07% | +169,160+29.9% | Added |
| Renaissance Technologies LLC | 767,100 | $45.7M | 0.08% | +466,500+155.2% | Added |
| Energy Income Partners, LLC | 767,717 | $45.7M | 1.02% | −131,057−14.6% | Reduced |
| Railway Pension Investments Ltd | 790,900 | $47.1M | 0.56% | +790,900 | New |
| UniSuper Management Pty Ltd | 795,414 | $47.4M | 0.39% | −319,947−28.7% | Reduced |
| AMF Pensionsforsakring AB | 796,882 | $47.5M | 0.35% | +344,549+76.2% | Added |
| Royal Bank of Canada | 798,757 | $47.6M | 0.01% | +58,018+7.8% | Added |
| APG Asset Management N.V. | 911,958 | $50.7M | 0.09% | −7,917−0.9% | Reduced |
| Swiss National Bank | 884,100 | $52.6M | 0.04% | +10,300+1.2% | Added |
| Envestnet Asset Management Inc | 884,878 | $52.7M | 0.02% | +109,424+14.1% | Added |
| Prudential Financial Inc | 918,937 | $54.7M | 0.08% | −672,018−42.2% | Reduced |
| First Trust Advisors LP | 964,783 | $57.4M | 0.06% | −212,539−18.1% | Reduced |
| HITE Hedge Asset Management LLC | 1,009,193 | $60.1M | 5.88% | −118,518−10.5% | Reduced |
| UBS Group AG | 1,040,315 | $61.9M | 0.02% | +5,726+0.6% | Added |
| Standard Life Aberdeen plc | 1,157,210 | $68.9M | 0.13% | +18,180+1.6% | Added |
| Brookfield Asset Management Inc. | 1,192,669 | $71.0M | 0.45% | −14,028−1.2% | Reduced |
| Capital Research Global Investors | 1,226,454 | $73.0M | 0.02% | −1,521,285−55.4% | Reduced |
| Dimensional Fund Advisors LP | 1,281,504 | $76.3M | 0.02% | +233,633+22.3% | Added |
| Lord, Abbett & Co. LLC | 1,332,690 | $79.3M | 0.26% | +218,701+19.6% | Added |
| Reaves W H & Co Inc | 1,342,262 | $79.9M | 2.70% | −138,958−9.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,334,994 | $80.1M | 0.14% | +2,102+0.2% | Added |
| California Public Employees Retirement System | 1,366,487 | $81.3M | 0.06% | −331,644−19.5% | Reduced |
| Bank of Montreal | 1,377,752 | $82.7M | 0.04% | +375,072+37.4% | Added |
| Macquarie Group Ltd | 1,439,732 | $85.7M | 0.10% | −63,640−4.2% | Reduced |
| Soroban Capital Partners LP | 1,443,203 | $85.9M | 1.26% | +561,901+63.8% | Added |
| Magellan Asset Management Ltd | 1,548,180 | $92.2M | 0.88% | −641,330−29.3% | Reduced |
| iA Global Asset Management Inc. | 1,555,898 | $92.6M | 1.77% | +791,664+103.6% | Added |
| Duff & Phelps Investment Management Co | 1,615,109 | $96.1M | 1.22% | −402,666−20.0% | Reduced |
| American Century Companies Inc | 1,622,082 | $96.6M | 0.06% | −371,598−18.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,797,193 | $107.0M | 0.02% | +62,134+3.6% | Added |
| Nuveen Asset Management, LLC | 1,846,539 | $113.9M | 0.03% | +182,180+10.9% | Added |
| Jennison Associates LLC | 2,050,982 | $122.1M | 0.08% | −26,873−1.3% | Reduced |
| UBS Asset Management Americas Inc | 2,137,439 | $127.2M | 0.04% | +746,145+53.6% | Added |
| Norges Bank | 2,154,486 | $128.3M | 0.02% | −58,249−2.6% | Reduced |
| ExodusPoint Capital Management, LP | 2,158,968 | $128.5M | 1.41% | +285,309+15.2% | Added |
| Bank of America Corp | 2,473,917 | $147.3M | 0.01% | +77,743+3.2% | Added |
| Perpetual Ltd | 2,570,700 | $153.0M | 1.66% | −36,402−1.4% | Reduced |
| Franklin Resources Inc | 2,835,238 | $168.8M | 0.05% | −86,445−3.0% | Reduced |
| Northern Trust Corp | 2,853,513 | $169.9M | 0.03% | +70,624+2.5% | Added |
| FIL Ltd | 2,853,534 | $169.9M | 0.17% | −30,005−1.0% | Reduced |
| Price T Rowe Associates Inc | 3,031,357 | $180.5M | 0.02% | −588,618−16.3% | Reduced |
| Pictet Asset Management Holding SA | 3,083,157 | $183.5M | 0.21% | −329,102−9.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,104,447 | $184.8M | 0.12% | +27,387+0.9% | Added |
| Legal & General Group Plc | 3,348,673 | $199.3M | 0.06% | −198,282−5.6% | Reduced |
| Deutsche Bank AG | 3,562,492 | $212.1M | 0.10% | +1,954,639+121.6% | Added |
| Bank of New York Mellon Corp | 3,574,495 | $212.8M | 0.04% | −124,709−3.4% | Reduced |
| Goldman Sachs Group Inc | 3,973,658 | $236.6M | 0.05% | +282,719+7.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,249,767 | $253.0M | 0.28% | +85,915+2.1% | Added |
| Amundi | 4,496,713 | $264.7M | 0.10% | +456,730+11.3% | Added |
| Invesco Ltd. | 4,547,859 | $270.7M | 0.06% | −136,451−2.9% | Reduced |
| Wells Fargo & Company | 6,187,922 | $368.4M | 0.10% | −146,639−2.3% | Reduced |
| Morgan Stanley | 6,601,731 | $393.0M | 0.03% | +117,842+1.8% | Added |
| Ameriprise Financial Inc | 6,699,255 | $401.3M | 0.11% | −86,455−1.3% | Reduced |
| Massachusetts Financial Services Co | 6,891,027 | $410.2M | 0.13% | +3,473,977+101.7% | Added |
| Geode Capital Management, LLC | 7,404,708 | $439.7M | 0.04% | +288,780+4.1% | Added |
| State Street Corp | 16,066,268 | $956.4M | 0.04% | −1,866,051−10.4% | Reduced |
| JPMorgan Chase & Co | 25,055,113 | $1.49B | 0.13% | +2,392,149+10.6% | Added |
| BlackRock Inc. | 28,605,775 | $1.70B | 0.04% | +1,399,385+5.1% | Added |
| Vanguard Group Inc | 37,801,982 | $2.25B | 0.04% | +996,173+2.7% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −942,276−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −816,340−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −114,193−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −98,232−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −84,582−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −76,972−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −60,851−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −46,931−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −36,347−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −29,925−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −28,098−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −25,293−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −19,265−100.0% | Sold out |