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, Q3 2024
Institutional positions in CMS Energy Corp as of Sep 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
- 710
- +31 vs. Q2 2024
- Shares held
- 284.9M
- +35.8M (+14.4%) vs. Q2 2024
- Total value
- $20.1B
- +$5.27B (+35.5%) vs. Q2 2024
- New holders
- 91
- 272 more added
- Sold out
- 60
- 231 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,859,077 | $2.67B | 0.05% | +57,095+0.2% | Added |
| BlackRock, Inc. | 30,659,297 | $2.17B | 0.05% | +30,659,297 | New |
| JPMorgan Chase & Co | 27,014,164 | $1.91B | 0.15% | +1,959,051+7.8% | Added |
| State Street Corp | 16,317,762 | $1.15B | 0.05% | +251,494+1.6% | Added |
| Price T Rowe Associates Inc | 10,770,875 | $760.7M | 0.09% | +7,739,518+255.3% | Added |
| Massachusetts Financial Services Co | 7,610,120 | $537.5M | 0.16% | +719,093+10.4% | Added |
| Geode Capital Management, LLC | 7,509,770 | $528.7M | 0.04% | +105,062+1.4% | Added |
| Wells Fargo & Company | 6,162,430 | $435.3M | 0.11% | −25,492−0.4% | Reduced |
| Morgan Stanley | 5,981,739 | $422.5M | 0.03% | −619,992−9.4% | Reduced |
| Ameriprise Financial Inc | 5,036,073 | $356.5M | 0.09% | −1,663,182−24.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,733,320 | $334.3M | 0.35% | +483,553+11.4% | Added |
| Invesco Ltd. | 4,547,433 | $321.2M | 0.06% | −4260.0% | Reduced |
| Deutsche Bank AG | 4,495,391 | $317.5M | 0.13% | +932,899+26.2% | Added |
| Amundi | 4,481,334 | $313.6M | 0.12% | −15,379−0.3% | Reduced |
| Goldman Sachs Group Inc | 3,697,251 | $261.1M | 0.05% | −276,407−7.0% | Reduced |
| GQG Partners LLC | 3,403,754 | $240.4M | 0.38% | +3,311,218+3,578.3% | Added |
| Bank of America Corp | 3,327,793 | $235.0M | 0.02% | +853,876+34.5% | Added |
| Legal & General Group Plc | 3,159,467 | $223.2M | 0.06% | −189,206−5.7% | Reduced |
| FIL Ltd | 2,948,273 | $208.2M | 0.19% | +94,739+3.3% | Added |
| Pictet Asset Management Holding SA | 2,763,075 | $195.2M | 0.21% | −320,082−10.4% | Reduced |
| Franklin Resources Inc | 2,745,179 | $191.8M | 0.05% | −90,059−3.2% | Reduced |
| Northern Trust Corp | 2,675,000 | $188.9M | 0.03% | −178,513−6.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,319,308 | $163.8M | 0.10% | −785,139−25.3% | Reduced |
| Perpetual Ltd | 2,297,937 | $162.3M | 1.76% | −272,763−10.6% | Reduced |
| Bank of New York Mellon Corp | 2,291,941 | $161.9M | 0.03% | −1,282,554−35.9% | Reduced |
| ExodusPoint Capital Management, LP | 2,212,590 | $156.3M | 1.61% | +53,622+2.5% | Added |
| UBS Asset Management Americas Inc | 2,155,842 | $152.3M | 0.04% | +18,403+0.9% | Added |
| Norges Bank | 2,143,268 | $151.4M | 0.02% | −11,218−0.5% | Reduced |
| Jennison Associates LLC | 1,959,497 | $138.4M | 0.09% | −91,485−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,822,389 | $128.7M | 0.02% | +25,196+1.4% | Added |
| Nuveen Asset Management, LLC | 1,573,496 | $113.6M | 0.03% | −273,043−14.8% | Reduced |
| iA Global Asset Management Inc. | 1,552,732 | $109.7M | 1.93% | −3,166−0.2% | Reduced |
| Duff & Phelps Investment Management Co | 1,542,667 | $109.0M | 1.25% | −72,442−4.5% | Reduced |
| Magellan Asset Management Ltd | 1,505,006 | $106.3M | 1.06% | −43,174−2.8% | Reduced |
| Truist Financial Corp | 1,474,022 | $104.1M | 0.16% | +738,789+100.5% | Added |
| California Public Employees Retirement System | 1,349,925 | $95.3M | 0.07% | −16,562−1.2% | Reduced |
| Lord, Abbett & Co. LLC | 1,335,316 | $94.3M | 0.30% | +2,626+0.2% | Added |
| Reaves W H & Co Inc | 1,329,398 | $93.9M | 2.57% | −12,864−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $93.8M | 0.17% | −1,039−0.1% | Reduced |
| Macquarie Group Ltd | 1,317,675 | $93.1M | 0.10% | −122,057−8.5% | Reduced |
| Dimensional Fund Advisors LP | 1,313,921 | $92.8M | 0.02% | +32,417+2.5% | Added |
| Cbre Clarion Securities LLC | 1,203,144 | $85.0M | 1.35% | +472,265+64.6% | Added |
| Brookfield Asset Management Inc. | 1,199,811 | $84.7M | 0.48% | +7,142+0.6% | Added |
| Raymond James & Associates | 1,125,859 | $79.5M | 0.05% | +851,364+310.2% | Added |
| Bank of Montreal | 1,077,699 | $75.9M | 0.04% | −300,053−21.8% | Reduced |
| Standard Life Aberdeen plc | 968,101 | $68.3M | 0.13% | −189,109−16.3% | Reduced |
| First Trust Advisors LP | 920,529 | $65.0M | 0.06% | −44,254−4.6% | Reduced |
| Royal Bank of Canada | 904,095 | $63.9M | 0.01% | +105,338+13.2% | Added |
| National Bank of Canada | 892,734 | $63.1M | 0.09% | +715,891+404.8% | Added |
| Swiss National Bank | 886,400 | $62.6M | 0.04% | +2,300+0.3% | Added |
| UBS Group AG | 871,197 | $61.5M | 0.02% | −169,118−16.3% | Reduced |
| Envestnet Asset Management Inc | 838,798 | $59.2M | 0.02% | −46,080−5.2% | Reduced |
| AMF Pensionsforsakring AB | 796,882 | $56.3M | 0.40% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 795,346 | $56.2M | 0.42% | −680.0% | Reduced |
| Railway Pension Investments Ltd | 790,900 | $55.9M | 0.67% | 00.0% | Unchanged |
| Partners Group Holding AG | 734,278 | $51.9M | 3.34% | +38,296+5.5% | Added |
| Energy Income Partners, LLC | 731,370 | $51.7M | 1.11% | −36,347−4.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 722,688 | $51.0M | 0.04% | +9,614+1.3% | Added |
| Capital International Investors | 697,061 | $49.2M | 0.01% | +1,154+0.2% | Added |
| HSBC Holdings PLC | 671,849 | $47.4M | 0.03% | −58,055−8.0% | Reduced |
| Citigroup Inc | 665,177 | $47.0M | 0.04% | +123,896+22.9% | Added |
| Miller Howard Investments Inc | 655,058 | $46.3M | 1.43% | +1,515+0.2% | Added |
| Rhumbline Advisers | 643,905 | $45.5M | 0.04% | +54,693+9.3% | Added |
| 1832 Asset Management L.P. | 643,407 | $45.4M | 0.08% | −47,310−6.8% | Reduced |
| Aviva PLC | 616,451 | $43.5M | 0.11% | −4,838−0.8% | Reduced |
| Barclays PLC | 608,887 | $43.0M | 0.02% | −71,993−10.6% | Reduced |
| TD Asset Management Inc | 577,620 | $40.7M | 0.04% | −6,467−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 566,349 | $40.0M | 0.25% | −30,799−5.2% | Reduced |
| Rockefeller Capital Management L.P. | 566,025 | $40.0M | 0.11% | +479,336+552.9% | Added |
| Victory Capital Management Inc | 562,225 | $39.7M | 0.04% | −32,503−5.5% | Reduced |
| Canada Pension Plan Investment Board | 561,840 | $39.7M | 0.04% | +17,051+3.1% | Added |
| STRS Ohio | 559,899 | $39.5M | 0.15% | +9,561+1.7% | Added |
| Bahl & Gaynor Inc | 554,522 | $39.2M | 0.20% | +51,291+10.2% | Added |
| BNP Paribas Arbitrage, SA | 550,945 | $38.9M | 0.04% | −10,368−1.8% | Reduced |
| APG Asset Management N.V. | 589,665 | $37.3M | 0.25% | −322,293−35.3% | Reduced |
| M&T Bank Corp | 483,215 | $34.1M | 0.11% | +3,497+0.7% | Added |
| Janus Henderson Group PLC | 479,203 | $33.8M | 0.02% | +440,000+1,122.4% | Added |
| Ensign Peak Advisors, Inc | 462,195 | $32.6M | 0.06% | +4,740+1.0% | Added |
| National Pension Service | 437,175 | $30.9M | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 432,175 | $30.5M | 0.03% | +28,324+7.0% | Added |
| Principal Financial Group Inc | 408,331 | $28.8M | 0.02% | +28,695+7.6% | Added |
| Artemis Investment Management LLP | 383,667 | $27.1M | 0.41% | +383,667 | New |
| Russell Investments Group, Ltd. | 381,799 | $27.0M | 0.04% | +9,854+2.6% | Added |
| California State Teachers Retirement System | 371,096 | $26.2M | 0.03% | −23,155−5.9% | Reduced |
| Prudential Financial Inc | 362,342 | $25.6M | 0.04% | −556,595−60.6% | Reduced |
| RWC Asset Management LLP | 358,273 | $25.3M | 1.47% | −3,340−0.9% | Reduced |
| HITE Hedge Asset Management LLC | 355,566 | $25.1M | 2.89% | −653,627−64.8% | Reduced |
| Schroder Investment Management Group | 355,793 | $25.1M | 0.03% | +135,108+61.2% | Added |
| D. E. Shaw & Co., Inc. | 352,240 | $24.9M | 0.03% | −8,508−2.4% | Reduced |
| Public Employees Retirement Association of Colorado | 348,421 | $24.6M | 0.10% | +70,100+25.2% | Added |
| Alliancebernstein L.P. | 340,574 | $24.1M | 0.01% | −11,495−3.3% | Reduced |
| Yaupon Capital Management LP | 334,807 | $23.6M | 1.59% | −123,706−27.0% | Reduced |
| State Board of Administration of Florida Retirement System | 333,626 | $23.6M | 0.04% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 329,930 | $23.3M | 0.30% | +79,417+31.7% | Added |
| State of Wisconsin Investment Board | 319,159 | $22.5M | 0.06% | +39,724+14.2% | Added |
| Bruce & Co., Inc. | 310,000 | $21.9M | 6.37% | −10,000−3.1% | Reduced |
| Capital Group Private Client Services, Inc. | 306,079 | $21.6M | 0.21% | −5,208−1.7% | Reduced |
| FMR LLC | 295,638 | $20.9M | 0.00% | +4,097+1.4% | Added |
| Avalon Trust Co | 289,950 | $20.5M | 1.51% | −2,125−0.7% | Reduced |
| American Century Companies Inc | 280,611 | $19.8M | 0.01% | −1,341,471−82.7% | Reduced |