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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,708 | $4.15M | 0.01% | +9,756+16.3% | Added |
| SilverOak Wealth Management LLC | 68,825 | $4.10M | 0.98% | +12,735+22.7% | Added |
| Retirement Systems of Alabama | 65,875 | $3.92M | 0.02% | +888+1.4% | Added |
| Ausbil Investment Management Ltd | 65,437 | $3.90M | 1.80% | −2,288−3.4% | Reduced |
| Two Sigma Investments, LP | 64,508 | $3.84M | 0.01% | +64,508 | New |
| Raymond James Financial Services Advisors, Inc. | 64,071 | $3.81M | 0.01% | −1,986−3.0% | Reduced |
| CI Private Wealth, LLC | 60,878 | $3.62M | 0.01% | +2,383+4.1% | Added |
| Amalgamated Bank | 60,362 | $3.59M | 0.03% | +50.0% | Added |
| First Citizens Bank & Trust Co | 59,814 | $3.56M | 0.07% | +1,892+3.3% | Added |
| Twinbeech Capital LP | 58,698 | $3.49M | 0.07% | +58,698 | New |
| The PNC Financial Services Group, Inc. | 58,344 | $3.47M | 0.00% | +1,697+3.0% | Added |
| British Columbia Investment Management Corp | 57,181 | $3.40M | 0.02% | +22,347+64.2% | Added |
| Panagora Asset Management Inc | 57,007 | $3.39M | 0.02% | −256,304−81.8% | Reduced |
| Czech National Bank | 56,907 | $3.39M | 0.04% | +5,100+9.8% | Added |
| Pacer Advisors, Inc. | 54,097 | $3.22M | 0.01% | −9,000−14.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 53,936 | $3.21M | 0.27% | +47,497+737.6% | Added |
| Aquatic Capital Management LLC | 53,600 | $3.19M | 0.12% | +6,200+13.1% | Added |
| Yousif Capital Management, LLC | 53,580 | $3.19M | 0.04% | +448+0.8% | Added |
| Lazard Asset Management LLC | 50,893 | $3.03M | 0.00% | +174+0.3% | Added |
| Public Sector Pension Investment Board | 50,685 | $3.02M | 0.02% | +17,642+53.4% | Added |
| Benjamin Edwards Inc | 50,370 | $3.00M | 0.58% | −1,327−2.6% | Reduced |
| Utah Retirement Systems | 49,008 | $2.92M | 0.03% | −1,300−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 48,026 | $2.86M | 0.05% | +35,881+295.4% | Added |
| Forsta Ap-Fonden | 47,600 | $2.83M | 0.03% | −500−1.0% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 47,320 | $2.82M | 0.25% | +35+0.1% | Added |
| Daiwa Securities Group Inc. | 46,616 | $2.77M | 0.01% | +1,603+3.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 45,647 | $2.72M | 0.07% | +6,215+15.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 45,268 | $2.71M | 0.01% | −29,451−39.4% | Reduced |
| Tredje AP-fonden | 45,471 | $2.71M | 0.03% | −717−1.6% | Reduced |
| NBC Securities, Inc. | 45,199 | $2.69M | 0.24% | +1,807+4.2% | Added |
| Magnetar Financial LLC | 44,333 | $2.64M | 0.06% | +44,333 | New |
| Wiley Bros.-Aintree Capital, LLC | 44,220 | $2.63M | 0.12% | +37,929+602.9% | Added |
| Viking Fund Management LLC | 44,000 | $2.62M | 0.47% | 00.0% | Unchanged |
| USS Investment Management Ltd | 43,521 | $2.59M | 0.02% | +4,758+12.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,380 | $2.58M | 0.03% | −648−1.5% | Reduced |
| ProShare Advisors LLC | 43,360 | $2.58M | 0.01% | +4,470+11.5% | Added |
| Captrust Financial Advisors | 42,515 | $2.53M | 0.01% | +364+0.9% | Added |
| Sigma Planning Corp | 41,103 | $2.45M | 0.08% | −428−1.0% | Reduced |
| New York Life Investment Management LLC | 40,984 | $2.44M | 0.02% | +777+1.9% | Added |
| Xponance, Inc. | 40,675 | $2.42M | 0.02% | +760+1.9% | Added |
| Andra AP-fonden | 40,400 | $2.41M | 0.04% | +40,400 | New |
| ING Groep NV | 40,185 | $2.39M | 0.01% | −706,095−94.6% | Reduced |
| Sciencast Management LP | 39,200 | $2.33M | 0.81% | +39,200 | New |
| Janus Henderson Group PLC | 39,203 | $2.33M | 0.00% | −1,510−3.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 39,136 | $2.33M | 0.01% | +926+2.4% | Added |
| Nissay Asset Management Corp | 38,577 | $2.30M | 0.02% | +1,748+4.7% | Added |
| CIBC World Markets Corp | 38,475 | $2.29M | 0.02% | +9,044+30.7% | Added |
| Agf Management Ltd | 38,110 | $2.27M | 0.01% | +38,110 | New |
| Janney Montgomery Scott LLC | 37,687 | $2.24M | 0.01% | +2,361+6.7% | Added |
| Mutual of America Capital Management LLC | 37,659 | $2.24M | 0.02% | −945−2.4% | Reduced |
| Bank of Nova Scotia | 36,856 | $2.19M | 0.00% | −94,630−72.0% | Reduced |
| State of Alaska, Department of Revenue | 36,843 | $2.19M | 0.02% | +990+2.8% | Added |
| Capital International Sarl | 36,793 | $2.19M | 0.07% | −1,302−3.4% | Reduced |
| Wedge Capital Management L L P | 36,493 | $2.17M | 0.04% | −35,603−49.4% | Reduced |
| Bayesian Capital Management, LP | 36,400 | $2.17M | 0.25% | +16,800+85.7% | Added |
| Cox Capital Mgt LLC | 36,009 | $2.14M | 1.30% | −1,862−4.9% | Reduced |
| Fifth Third Bancorp | 34,216 | $2.04M | 0.01% | −634−1.8% | Reduced |
| Private Advisor Group, LLC | 33,510 | $1.99M | 0.01% | +5,500+19.6% | Added |
| Mariner, LLC | 33,257 | $1.98M | 0.00% | +4,243+14.6% | Added |
| CWM Advisors, LLC | 32,909 | $1.96M | 0.23% | −5,478−14.3% | Reduced |
| Creative Planning | 32,737 | $1.95M | 0.00% | −820−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 32,599 | $1.94M | 0.04% | −3,233−9.0% | Reduced |
| Centiva Capital, LP | 32,563 | $1.94M | 0.09% | +4,091+14.4% | Added |
| Rafferty Asset Management, LLC | 32,400 | $1.93M | 0.01% | −1,491−4.4% | Reduced |
| Baird Financial Group, Inc. | 31,438 | $1.87M | 0.00% | +707+2.3% | Added |
| Worldquant Millennium Advisors LLC | 31,322 | $1.86M | 0.02% | +31,322 | New |
| WealthTrust Axiom LLC | 31,100 | $1.85M | 0.61% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 30,444 | $1.81M | 0.00% | +30,444 | New |
| Acadian Asset Management LLC | 30,300 | $1.80M | 0.01% | +28,749+1,853.6% | Added |
| Quest Partners LLC | 30,108 | $1.79M | 0.24% | +30,085+130,804.3% | Added |
| Ontario Teachers Pension Plan Board | 28,023 | $1.67M | 0.02% | −9,185−24.7% | Reduced |
| Cetera Investment Advisers | 27,850 | $1.66M | 0.00% | +1,631+6.2% | Added |
| Gamco Investors, Inc. Et Al | 27,750 | $1.65M | 0.02% | +450+1.6% | Added |
| GWM Advisors LLC | 27,511 | $1.64M | 0.01% | −3,049−10.0% | Reduced |
| First Manhattan Co | 27,449 | $1.63M | 0.01% | +4,200+18.1% | Added |
| IFP Advisors, Inc | 27,048 | $1.61M | 0.06% | −12,436−31.5% | Reduced |
| Elo Mutual Pension Insurance Co | 27,040 | $1.61M | 0.04% | +492+1.9% | Added |
| JustInvest LLC | 26,943 | $1.60M | 0.03% | +2,001+8.0% | Added |
| Ferguson Wellman Capital Management, Inc | 26,748 | $1.59M | 0.03% | −1,736−6.1% | Reduced |
| Qsemble Capital Management, LP | 26,675 | $1.59M | 0.30% | +26,675 | New |
| Gateway Investment Advisers LLC | 26,308 | $1.57M | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 26,140 | $1.56M | 0.36% | +26,140 | New |
| Man Group plc | 25,913 | $1.54M | 0.00% | +25,913 | New |
| Sanctuary Advisors, LLC | 25,929 | $1.54M | 0.01% | +25,929 | New |
| Oregon Public Employees Retirement Fund | 25,659 | $1.53M | 0.03% | +514+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 25,569 | $1.52M | 0.02% | +1,604+6.7% | Added |
| Avantax Advisory Services, Inc. | 25,412 | $1.51M | 0.01% | +9,849+63.3% | Added |
| Mackenzie Financial Corp | 25,390 | $1.51M | 0.00% | +157+0.6% | Added |
| Nebula Research & Development LLC | 25,232 | $1.50M | 0.24% | +25,232 | New |
| Quantbot Technologies LP | 24,966 | $1.49M | 0.07% | −4,786−16.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,603 | $1.47M | 0.00% | +2,495+11.3% | Added |
| Pathstone Holdings, LLC | 24,575 | $1.46M | 0.01% | +1,265+5.4% | Added |
| Buckingham Strategic Wealth, LLC | 24,397 | $1.45M | 0.02% | +134+0.6% | Added |
| Gulf International Bank (UK) Ltd | 24,216 | $1.44M | 0.04% | 00.0% | Unchanged |
| 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 |
| Tudor Investment Corp Et Al | 24,039 | $1.43M | 0.02% | +24,039 | New |
| Advisors Asset Management, Inc. | 23,919 | $1.42M | 0.03% | +345+1.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 23,516 | $1.40M | 0.36% | +890+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 23,286 | $1.39M | 0.01% | −678−2.8% | Reduced |