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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 23,296 | $1.39M | 0.00% | +2,657+12.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,261 | $1.38M | 0.00% | +6,247+36.7% | Added |
| Mizuho Securities USA LLC | 23,024 | $1.37M | 0.03% | +23,024 | New |
| Squarepoint Ops LLC | 22,667 | $1.35M | 0.01% | −132,192−85.4% | Reduced |
| Kentucky Retirement Systems | 22,504 | $1.34M | 0.04% | +143+0.6% | Added |
| Glenmede Trust Co NA | 22,284 | $1.33M | 0.01% | +815+3.8% | Added |
| Atria Investments LLC | 22,247 | $1.32M | 0.02% | −3,614−14.0% | Reduced |
| Maryland State Retirement & Pension System | 22,205 | $1.32M | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.31M | 0.16% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,316 | $1.27M | 0.00% | +1,590+8.1% | Added |
| Wolverine Trading, LLC | 20,910 | $1.24M | 0.02% | +142+0.7% | Added |
| MBB Public Markets I LLC | 20,770 | $1.24M | 0.03% | +20,770 | New |
| KBC Group NV | 20,536 | $1.22M | 0.00% | 00.0% | Unchanged |
| Opus Investment Management Inc | 20,000 | $1.19M | 0.77% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 19,716 | $1.17M | 0.00% | +2,291+13.1% | Added |
| Hilton Capital Management, LLC | 19,674 | $1.17M | 0.10% | +572+3.0% | Added |
| HB Wealth Management, LLC | 19,621 | $1.17M | 0.01% | +477+2.5% | Added |
| Cerity Partners LLC | 19,607 | $1.17M | 0.00% | −1,957−9.1% | Reduced |
| Hartford Investment Management Co | 19,255 | $1.15M | 0.04% | +141+0.7% | Added |
| Kesler, Norman & Wride, LLC | 19,204 | $1.14M | 0.24% | −7,100−27.0% | Reduced |
| Prudential PLC | 18,758 | $1.12M | 0.01% | −626−3.2% | Reduced |
| Metis Global Partners, LLC | 18,183 | $1.08M | 0.04% | +1,815+11.1% | Added |
| Advisor Group Holdings, Inc. | 17,707 | $1.05M | 0.00% | −629−3.4% | Reduced |
| Ninepoint Partners LP | 17,505 | $1.04M | 0.11% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 17,105 | $1.02M | 0.03% | −210−1.2% | Reduced |
| Mirabella Financial Services LLP | 17,094 | $1.02M | 0.07% | +17,094 | New |
| Quantinno Capital Management LP | 16,965 | $1.01M | 0.02% | +3,058+22.0% | Added |
| Louisiana State Employees Retirement System | 16,900 | $1.01M | 0.02% | −200−1.2% | Reduced |
| Toroso Investments, LLC | 16,815 | $1.00M | 0.01% | +209+1.3% | Added |
| Exchange Capital Management, Inc. | 16,692 | $993.7K | 0.16% | −2,360−12.4% | Reduced |
| Neuberger Berman Group LLC | 16,654 | $991.4K | 0.00% | +366+2.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,639 | $991.0K | 0.02% | +2,748+19.8% | Added |
| Ramirez Asset Management, Inc. | 16,522 | $983.6K | 0.20% | +1,603+10.7% | Added |
| Profund Advisors LLC | 16,490 | $981.6K | 0.04% | +5,502+50.1% | Added |
| O'Shaughnessy Asset Management, LLC | 16,392 | $975.8K | 0.01% | +64+0.4% | Added |
| Nordea Investment Management AB | 16,168 | $958.8K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 15,929 | $948.3K | 0.06% | +4,715+42.0% | Added |
| Virtu Financial LLC | 15,558 | $926.0K | 0.06% | +15,558 | New |
| Horizon Kinetics Asset Management LLC | 15,475 | $921.2K | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 15,416 | $917.7K | 0.00% | +15,416 | New |
| Pettee Investors, Inc. | 15,368 | $914.9K | 0.44% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15,354 | $913.9K | 0.28% | +15,354 | New |
| Moody National Bank Trust Division | 15,263 | $908.6K | 0.07% | +376+2.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,171 | $903.1K | 0.09% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 15,053 | $896.1K | 0.02% | +7,199+91.7% | Added |
| New Mexico Educational Retirement Board | 14,710 | $876.0K | 0.03% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 14,354 | $854.5K | 0.01% | +14,354 | New |
| Prospera Financial Services Inc | 14,173 | $843.7K | 0.02% | +3,371+31.2% | Added |
| Banque Cantonale Vaudoise | 13,999 | $833.0K | 0.03% | +8,265+144.1% | Added |
| BLB&B Advisors, LLC | 13,729 | $817.3K | 0.04% | −50−0.4% | Reduced |
| Capital International Inc | 13,679 | $814.3K | 0.01% | −19,595−58.9% | Reduced |
| Two Sigma Securities, LLC | 13,273 | $790.1K | 0.04% | +13,273 | New |
| Mirador Capital Partners LP | 13,094 | $779.5K | 0.15% | +653+5.2% | Added |
| Elevated Capital Advisors, LLC | 12,945 | $770.6K | 0.22% | +12,945 | New |
| Hennion & Walsh Asset Management, Inc. | 12,939 | $770.3K | 0.04% | −662−4.9% | Reduced |
| Rakuten Investment Management, Inc. | 12,715 | $762.4K | 0.01% | +4,820+61.1% | Added |
| Everence Capital Management Inc | 12,530 | $759.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,664 | $753.8K | 0.00% | +149+1.2% | Added |
| Versor Investments LP | 12,659 | $753.6K | 0.14% | +12,659 | New |
| Thrivent Financial for Lutherans | 12,601 | $750.0K | 0.00% | +57+0.5% | Added |
| Hantz Financial Services, Inc. | 12,542 | $747.0K | 0.01% | +60.0% | Added |
| United Services Automobile Association | 12,430 | $740.0K | 0.02% | −931−7.0% | Reduced |
| Vestcor Inc | 12,275 | $731.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,174 | $724.7K | 0.06% | −6,157−33.6% | Reduced |
| Greenleaf Trust | 12,092 | $719.8K | 0.01% | +859+7.6% | Added |
| QRG Capital Management, Inc. | 12,012 | $715.1K | 0.01% | +1,880+18.6% | Added |
| Gotham Asset Management, LLC | 12,007 | $714.8K | 0.01% | +12,007 | New |
| Chesley Taft & Associates LLC | 11,906 | $708.8K | 0.04% | −530−4.3% | Reduced |
| Azimuth Capital Investment Management LLC | 11,652 | $693.6K | 0.03% | +8,030+221.7% | Added |
| Sumitomo Life Insurance Co | 11,607 | $691.0K | 0.02% | −1,442−11.1% | Reduced |
| Huntington National Bank | 11,370 | $676.9K | 0.01% | +59+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 11,098 | $660.7K | 0.01% | −1,675−13.1% | Reduced |
| Ieq Capital, LLC | 11,011 | $655.5K | 0.01% | +698+6.8% | Added |
| Integrated Investment Consultants, LLC | 10,861 | $655.4K | 0.18% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,897 | $648.7K | 0.02% | +522+5.0% | Added |
| Lido Advisors, LLC | 10,879 | $647.7K | 0.01% | −703−6.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,847 | $646.0K | 0.01% | +10,187+1,543.5% | Added |
| Meeder Advisory Services, Inc. | 10,778 | $641.6K | 0.05% | +1,937+21.9% | Added |
| Swiss Life Asset Management Ltd | 10,669 | $635.1K | 0.01% | +10,669 | New |
| Smartleaf Asset Management LLC | 10,427 | $625.2K | 0.10% | +1,657+18.9% | Added |
| Spirit of America Management Corp | 10,450 | $622.1K | 0.13% | +1,550+17.4% | Added |
| Amica Mutual Insurance Co | 10,317 | $614.0K | 0.06% | 00.0% | Unchanged |
| Icon Advisers Inc | 10,400 | $611.5K | 0.14% | +10,400 | New |
| Norinchukin Bank, The | 10,201 | $607.3K | 0.02% | −196−1.9% | Reduced |
| Fiduciary Trust Co | 10,153 | $604.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,934 | $591.0K | 0.00% | −227−2.2% | Reduced |
| NEOS Investment Management LLC | 9,877 | $588.0K | 0.02% | +2,988+43.4% | Added |
| Empirical Finance, LLC | 9,831 | $585.2K | 0.04% | −657−6.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,632 | $573.4K | 0.04% | −85−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 9,551 | $568.6K | 0.01% | +1,716+21.9% | Added |
| Tokio Marine Asset Management Co Ltd | 9,520 | $566.7K | 0.03% | +851+9.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,503 | $565.7K | 0.01% | +159+1.7% | Added |
| Bleakley Financial Group, LLC | 9,474 | $564.0K | 0.02% | −417−4.2% | Reduced |
| Simplicity Wealth,LLC | 9,471 | $563.8K | 0.01% | −367−3.7% | Reduced |
| Foster & Motley Inc | 9,452 | $563.0K | 0.04% | −128−1.3% | Reduced |
| CWM, LLC | 9,448 | $562.0K | 0.00% | −838−8.1% | Reduced |
| Commerce Bank | 9,422 | $560.9K | 0.00% | +199+2.2% | Added |
| BKM Wealth Management, LLC | 9,308 | $554.1K | 0.27% | −4,419−32.2% | Reduced |
| Whittier Trust Co | 9,249 | $550.5K | 0.01% | +1,715+22.8% | Added |
| Altfest L J & Co Inc | 8,963 | $534.0K | 0.07% | +8,963 | New |