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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 279,435 | $16.6M | 0.04% | +17,208+6.6% | Added |
| Public Employees Retirement Association of Colorado | 278,321 | $16.6M | 0.07% | 00.0% | Unchanged |
| Raymond James & Associates | 274,495 | $16.3M | 0.01% | +8,741+3.3% | Added |
| New York State Teachers Retirement System | 269,758 | $16.1M | 0.03% | −11,668−4.1% | Reduced |
| Epoch Investment Partners, Inc. | 261,180 | $15.5M | 0.07% | −7,094−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 259,050 | $15.4M | 0.03% | +6,521+2.6% | Added |
| Greenland Capital Management LP | 251,620 | $15.0M | 3.20% | +38,327+18.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 250,513 | $14.9M | 0.20% | 00.0% | Unchanged |
| LPL Financial LLC | 247,333 | $14.7M | 0.01% | +16,713+7.2% | Added |
| Keybank National Association | 245,089 | $14.6M | 0.06% | −10,679−4.2% | Reduced |
| Cidel Asset Management Inc | 240,342 | $14.3M | 1.11% | +235,359+4,723.2% | Added |
| Qube Research & Technologies Ltd | 240,167 | $14.3M | 0.03% | +234,575+4,194.8% | Added |
| Intech Investment Management LLC | 239,539 | $14.3M | 0.18% | +165,266+222.5% | Added |
| US Bancorp | 236,637 | $14.1M | 0.02% | −5,728−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 232,933 | $13.9M | 0.03% | −19,598−7.8% | Reduced |
| Graham Capital Management, L.P. | 221,029 | $13.2M | 0.45% | +221,029 | New |
| Schroder Investment Management Group | 220,685 | $13.1M | 0.01% | +12,085+5.8% | Added |
| Beck Bode, LLC | 216,324 | $12.9M | 2.59% | +196,501+991.3% | Added |
| Illinois Municipal Retirement Fund | 214,714 | $12.8M | 0.19% | +38,806+22.1% | Added |
| Zimmer Partners, LP | 210,904 | $12.6M | 0.24% | −649,620−75.5% | Reduced |
| Decade Renewable Partners LP | 207,400 | $12.3M | 6.02% | +207,400 | New |
| AE Wealth Management LLC | 202,768 | $12.1M | 0.12% | +9,562+4.9% | Added |
| Westwood Holdings Group Inc. | 200,094 | $11.9M | 0.06% | −2,225−1.1% | Reduced |
| Gabelli Funds LLC | 192,317 | $11.4M | 0.09% | −500−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 194,644 | $11.4M | 0.02% | +50,681+35.2% | Added |
| Manufacturers Life Insurance Company, The | 187,111 | $11.1M | 0.01% | +26,379+16.4% | Added |
| Kettle Hill Capital Management, LLC | 185,979 | $11.1M | 2.79% | +49,765+36.5% | Added |
| Great West Life Assurance Co | 181,967 | $10.8M | 0.02% | +20,589+12.8% | Added |
| First American Trust, FSB | 181,792 | $10.8M | 1.08% | +10,386+6.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 181,553 | $10.8M | 0.53% | +20,493+12.7% | Added |
| New York State Common Retirement Fund | 180,343 | $10.7M | 0.01% | +6,021+3.5% | Added |
| Jane Street Group, LLC | 180,097 | $10.7M | 0.01% | +136,182+310.1% | Added |
| National Bank of Canada | 176,843 | $10.4M | 0.02% | −83,425−32.1% | Reduced |
| State of Tennessee, Treasury Department | 173,581 | $10.3M | 0.04% | +7,368+4.4% | Added |
| Hennessy Advisors Inc | 172,698 | $10.3M | 0.39% | +800+0.5% | Added |
| Asset Management One Co.,Ltd. | 170,417 | $10.1M | 0.04% | −4,814−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 169,061 | $10.1M | 0.04% | −2,317−1.4% | Reduced |
| Entropy Technologies, LP | 167,858 | $9.99M | 1.08% | +138,804+477.7% | Added |
| Nicholas Company, Inc. | 167,675 | $9.98M | 0.17% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 163,117 | $9.71M | 0.06% | −1,624−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 163,066 | $9.71M | 0.03% | −640.0% | Reduced |
| Omers Administration Corp | 162,620 | $9.68M | 0.09% | +10,120+6.6% | Added |
| Millennium Management LLC | 162,449 | $9.67M | 0.01% | −826,084−83.6% | Reduced |
| AQR Capital Management LLC | 154,755 | $9.20M | 0.01% | +27,525+21.6% | Added |
| Voloridge Investment Management, LLC | 152,799 | $9.10M | 0.03% | +12,684+9.1% | Added |
| Verition Fund Management LLC | 151,824 | $9.04M | 0.07% | +100,050+193.2% | Added |
| Toronto Dominion Bank | 151,661 | $9.03M | 0.01% | +56,884+60.0% | Added |
| Schonfeld Strategic Advisors LLC | 144,217 | $8.59M | 0.07% | −528,386−78.6% | Reduced |
| Crestline Management, LP | 141,737 | $8.44M | 0.66% | +17,484+14.1% | Added |
| Trexquant Investment LP | 141,605 | $8.43M | 0.13% | −3,805−2.6% | Reduced |
| Allianz Asset Management GmbH | 139,685 | $8.32M | 0.01% | +113,047+424.4% | Added |
| Comerica Bank | 134,736 | $8.02M | 0.03% | −36,064−21.1% | Reduced |
| Brasada Capital Management, LP | 131,303 | $7.96M | 1.41% | +1,703+1.3% | Added |
| Covea Finance | 129,900 | $7.73M | 0.35% | −10,900−7.7% | Reduced |
| Treasurer of the State of North Carolina | 129,530 | $7.71M | 0.03% | −410−0.3% | Reduced |
| Howe & Rusling Inc | 128,242 | $7.63M | 0.70% | −400−0.3% | Reduced |
| CIBC Asset Management Inc | 128,123 | $7.63M | 0.03% | −2,494−1.9% | Reduced |
| New England Asset Management Inc | 125,635 | $7.48M | 1.24% | −2,145−1.7% | Reduced |
| Eventide Asset Management, LLC | 125,033 | $7.44M | 0.13% | −43,635−25.9% | Reduced |
| Mattern Capital Management, LLC | 123,349 | $7.34M | 1.01% | −117−0.1% | Reduced |
| NewSquare Capital LLC | 120,078 | $7.04M | 0.61% | +3,801+3.3% | Added |
| Nekton Capital Ltd. | 114,682 | $6.83M | 3.10% | −40,156−25.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 114,669 | $6.83M | 0.05% | −3,300−2.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 110,449 | $6.58M | 0.04% | −3,336−2.9% | Reduced |
| Teza Capital Management LLC | 109,808 | $6.54M | 0.80% | +97,888+821.2% | Added |
| Jump Financial, LLC | 105,823 | $6.30M | 0.13% | +105,823 | New |
| Voya Investment Management LLC | 102,787 | $6.12M | 0.01% | −8,103−7.3% | Reduced |
| IFM Investors Pty Ltd | 99,352 | $5.91M | 0.06% | +454+0.5% | Added |
| SG Americas Securities, LLC | 99,258 | $5.91M | 0.04% | +92,808+1,438.9% | Added |
| Guggenheim Capital LLC | 97,527 | $5.81M | 0.04% | +26,340+37.0% | Added |
| Wellington Management Group LLP | 95,399 | $5.68M | 0.00% | −1,929−2.0% | Reduced |
| Engineers Gate Manager LP | 95,367 | $5.68M | 0.13% | +64,006+204.1% | Added |
| Natixis Advisors, L.P. | 94,663 | $5.63M | 0.01% | +2,751+3.0% | Added |
| HighTower Advisors, LLC | 93,039 | $5.54M | 0.01% | +4,456+5.0% | Added |
| Kempen Capital Management N.V. | 92,569 | $5.51M | 0.06% | 00.0% | Unchanged |
| GQG Partners LLC | 92,536 | $5.51M | 0.01% | +92,536 | New |
| Stifel Financial Corp | 91,749 | $5.46M | 0.01% | +2,614+2.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,177 | $5.43M | 0.06% | +6,132+7.2% | Added |
| Nomura Asset Management Co Ltd | 87,132 | $5.19M | 0.02% | +5,485+6.7% | Added |
| Edgestream Partners, L.P. | 86,903 | $5.17M | 0.25% | +86,903 | New |
| Rockefeller Capital Management L.P. | 86,689 | $5.16M | 0.01% | +9,241+11.9% | Added |
| Arizona State Retirement System | 82,029 | $4.88M | 0.03% | +1,780+2.2% | Added |
| State of New Jersey Common Pension Fund D | 81,934 | $4.88M | 0.02% | −51,960−38.8% | Reduced |
| State of Michigan Retirement System | 81,799 | $4.87M | 0.03% | +1,100+1.4% | Added |
| Calamos Advisors LLC | 81,430 | $4.85M | 0.02% | +801+1.0% | Added |
| Korea Investment CORP | 81,244 | $4.84M | 0.01% | −1,383−1.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 81,257 | $4.79M | 0.38% | +81,257 | New |
| Van Eck Associates Corp | 79,754 | $4.75M | 0.01% | +7,498+10.4% | Added |
| MetLife Investment Management | 79,632 | $4.74M | 0.03% | +10,763+15.6% | Added |
| Logan Capital Management Inc | 78,841 | $4.69M | 0.20% | −3,698−4.5% | Reduced |
| Assetmark, Inc | 78,614 | $4.68M | 0.01% | +8,651+12.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 77,478 | $4.61M | 0.02% | +163+0.2% | Added |
| Corebridge Financial, Inc. | 76,295 | $4.54M | 0.02% | +76,295 | New |
| Susquehanna International Group, LLP | 76,196 | $4.54M | 0.01% | −15,423−16.8% | Reduced |
| Chartwell Investment Partners, LLC | 74,626 | $4.44M | 0.16% | −8,175−9.9% | Reduced |
| Commonwealth Equity Services, LLC | 73,505 | $4.38M | 0.01% | −290.0% | Reduced |
| Wealthfront Advisers LLC | 72,217 | $4.30M | 0.01% | +36,942+104.7% | Added |
| DnB Asset Management AS | 71,710 | $4.27M | 0.02% | +7,199+11.2% | Added |
| Credit Agricole S A | 71,512 | $4.26M | 0.03% | +52,929+284.8% | Added |
| First American Bank | 70,543 | $4.20M | 0.31% | −516−0.7% | Reduced |