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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 19,406 | $1.37M | 0.12% | +4,235+27.9% | Added |
| Ontario Teachers Pension Plan Board | 19,442 | $1.37M | 0.01% | −8,581−30.6% | Reduced |
| Advisor Group Holdings, Inc. | 19,724 | $1.39M | 0.00% | +2,017+11.4% | Added |
| Toroso Investments, LLC | 19,780 | $1.40M | 0.02% | +2,965+17.6% | Added |
| Banque Cantonale Vaudoise | 19,936 | $1.41M | 0.06% | +5,937+42.4% | Added |
| Opus Investment Management Inc | 20,000 | $1.41M | 0.99% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 20,213 | $1.43M | 0.02% | +592+3.0% | Added |
| Advisors Asset Management, Inc. | 20,353 | $1.44M | 0.03% | −3,566−14.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,430 | $1.44M | 0.00% | −886−4.2% | Reduced |
| KBC Group NV | 20,536 | $1.45M | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 20,668 | $1.46M | 0.43% | −18,532−47.3% | Reduced |
| Tower Research Capital LLC (TRC) | 20,732 | $1.46M | 0.04% | −27,294−56.8% | Reduced |
| Kentucky Retirement Systems | 20,811 | $1.47M | 0.04% | −1,693−7.5% | Reduced |
| WBI Investments | 20,947 | $1.48M | 0.36% | +20,947 | New |
| Cresset Asset Management, LLC | 20,963 | $1.48M | 0.01% | +1,247+6.3% | Added |
| Centiva Capital, LP | 20,978 | $1.48M | 0.07% | −11,585−35.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,189 | $1.50M | 0.00% | +8,525+67.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,599 | $1.53M | 0.00% | −3,004−12.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.55M | 0.18% | 00.0% | Unchanged |
| Axq Capital, LP | 22,107 | $1.56M | 0.47% | −4,033−15.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,171 | $1.57M | 0.01% | −1,115−4.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,233 | $1.57M | 0.03% | +5,594+33.6% | Added |
| Atria Investments LLC | 22,534 | $1.59M | 0.02% | +287+1.3% | Added |
| Gotham Asset Management, LLC | 22,891 | $1.62M | 0.02% | +10,884+90.6% | Added |
| Gulf International Bank (UK) Ltd | 23,056 | $1.63M | 0.04% | −1,160−4.8% | Reduced |
| Mercer Global Advisors Inc | 22,981 | $1.63M | 0.00% | −315−1.4% | Reduced |
| Quantinno Capital Management LP | 23,466 | $1.66M | 0.02% | +6,501+38.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 24,399 | $1.72M | 0.35% | +883+3.8% | Added |
| Pathstone Holdings, LLC | 24,510 | $1.73M | 0.01% | −65−0.3% | Reduced |
| Achmea Investment Management B.V. | 24,820 | $1.75M | 0.03% | +24,820 | New |
| Aster Capital Management (DIFC) Ltd | 25,396 | $1.79M | 0.39% | +25,396 | New |
| Oregon Public Employees Retirement Fund | 25,669 | $1.81M | 0.03% | +100.0% | Added |
| Colony Group, LLC | 25,722 | $1.82M | 0.01% | +25,722 | New |
| Mackenzie Financial Corp | 26,063 | $1.84M | 0.00% | +673+2.7% | Added |
| Gateway Investment Advisers LLC | 26,130 | $1.85M | 0.02% | −178−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,168 | $1.85M | 0.04% | −580−2.2% | Reduced |
| Avantax Advisory Services, Inc. | 26,294 | $1.86M | 0.01% | +882+3.5% | Added |
| Elo Mutual Pension Insurance Co | 26,527 | $1.87M | 0.04% | −513−1.9% | Reduced |
| Cerity Partners LLC | 26,566 | $1.88M | 0.00% | +6,959+35.5% | Added |
| Steward Partners Investment Advisory, LLC | 26,651 | $1.88M | 0.02% | +1,082+4.2% | Added |
| GWM Advisors LLC | 27,227 | $1.92M | 0.01% | −284−1.0% | Reduced |
| First Manhattan Co | 27,449 | $1.94M | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 27,476 | $1.94M | 0.01% | +8,718+46.5% | Added |
| Brinker Capital Investments, LLC | 27,540 | $1.95M | 0.02% | +3,347+13.8% | Added |
| Orion Portfolio Solutions, LLC | 27,540 | $1.95M | 0.02% | +3,347+13.8% | Added |
| Gamco Investors, Inc. Et Al | 27,550 | $1.95M | 0.02% | −200−0.7% | Reduced |
| Baird Financial Group, Inc. | 28,501 | $2.01M | 0.00% | −2,937−9.3% | Reduced |
| Capital International Sarl | 29,546 | $2.09M | 0.05% | −7,247−19.7% | Reduced |
| Edgestream Partners, L.P. | 29,668 | $2.10M | 0.09% | −57,235−65.9% | Reduced |
| Wolverine Trading, LLC | 29,842 | $2.10M | 0.05% | +8,932+42.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,820 | $2.11M | 0.00% | −624−2.0% | Reduced |
| WealthTrust Axiom LLC | 30,100 | $2.13M | 0.63% | −1,000−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 30,123 | $2.13M | 0.04% | −2,476−7.6% | Reduced |
| Worldquant Millennium Advisors LLC | 30,272 | $2.14M | 0.02% | −1,050−3.4% | Reduced |
| CWM Advisors, LLC | 30,367 | $2.14M | 0.22% | −2,542−7.7% | Reduced |
| Wedge Capital Management L L P | 30,560 | $2.16M | 0.04% | −5,933−16.3% | Reduced |
| JustInvest LLC | 31,235 | $2.21M | 0.04% | +4,292+15.9% | Added |
| Cetera Investment Advisers | 31,551 | $2.23M | 0.00% | +3,701+13.3% | Added |
| Creative Planning | 33,261 | $2.35M | 0.00% | +524+1.6% | Added |
| Sigma Planning Corp | 33,733 | $2.38M | 0.07% | −7,370−17.9% | Reduced |
| Mariner, LLC | 33,760 | $2.38M | 0.00% | +503+1.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 33,900 | $2.39M | 0.01% | −5,236−13.4% | Reduced |
| Sanctuary Advisors, LLC | 34,904 | $2.43M | 0.02% | +8,975+34.6% | Added |
| Rafferty Asset Management, LLC | 34,421 | $2.43M | 0.01% | +2,021+6.2% | Added |
| Fifth Third Bancorp | 34,862 | $2.46M | 0.01% | +646+1.9% | Added |
| Cox Capital Mgt LLC | 35,582 | $2.51M | 1.50% | −427−1.2% | Reduced |
| Janney Montgomery Scott LLC | 36,298 | $2.56M | 0.01% | −1,389−3.7% | Reduced |
| Mutual of America Capital Management LLC | 36,781 | $2.60M | 0.03% | −878−2.3% | Reduced |
| State of Alaska, Department of Revenue | 36,828 | $2.60M | 0.03% | −150.0% | Reduced |
| Jefferies Financial Group Inc. | 38,099 | $2.69M | 0.04% | +31,417+470.2% | Added |
| Private Advisor Group, LLC | 38,840 | $2.74M | 0.02% | +5,330+15.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 38,959 | $2.75M | 0.07% | −6,688−14.7% | Reduced |
| Nissay Asset Management Corp | 39,675 | $2.80M | 0.02% | +1,098+2.8% | Added |
| ProShare Advisors LLC | 39,678 | $2.80M | 0.01% | −3,682−8.5% | Reduced |
| New York Life Investment Management LLC | 39,695 | $2.80M | 0.03% | −1,289−3.1% | Reduced |
| ING Groep NV | 39,952 | $2.82M | 0.02% | −233−0.6% | Reduced |
| CIBC World Markets Corp | 40,536 | $2.86M | 0.02% | +2,061+5.4% | Added |
| Captrust Financial Advisors | 40,925 | $2.89M | 0.01% | −1,590−3.7% | Reduced |
| Xponance, Inc. | 41,254 | $2.91M | 0.03% | +579+1.4% | Added |
| Entropy Technologies, LP | 43,453 | $3.07M | 0.32% | −124,405−74.1% | Reduced |
| Guggenheim Capital LLC | 43,971 | $3.11M | 0.02% | −53,556−54.9% | Reduced |
| Bank of Nova Scotia | 44,310 | $3.13M | 0.01% | +7,454+20.2% | Added |
| Schonfeld Strategic Advisors LLC | 44,662 | $3.15M | 0.03% | −99,555−69.0% | Reduced |
| NBC Securities, Inc. | 44,947 | $3.17M | 0.27% | −252−0.6% | Reduced |
| Tredje AP-fonden | 45,471 | $3.21M | 0.03% | 00.0% | Unchanged |
| Agf Management Ltd | 46,220 | $3.26M | 0.02% | +8,110+21.3% | Added |
| Graham Capital Management, L.P. | 47,080 | $3.33M | 0.11% | −173,949−78.7% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 47,661 | $3.37M | 0.26% | +341+0.7% | Added |
| Renaissance Technologies LLC | 48,600 | $3.43M | 0.01% | −718,500−93.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,613 | $3.43M | 0.04% | +5,233+12.1% | Added |
| Utah Retirement Systems | 49,208 | $3.48M | 0.04% | +200+0.4% | Added |
| Lazard Asset Management LLC | 49,643 | $3.50M | 0.00% | −1,250−2.5% | Reduced |
| Glenmede Trust Co NA | 49,812 | $3.52M | 0.02% | +27,528+123.5% | Added |
| British Columbia Investment Management Corp | 49,836 | $3.52M | 0.02% | −7,345−12.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,752 | $3.57M | 0.02% | +8,484+18.7% | Added |
| Daiwa Securities Group Inc. | 50,887 | $3.59M | 0.02% | +4,271+9.2% | Added |
| International Assets Investment Management, LLC | 254,833 | $3.61M | 0.02% | +254,833 | New |
| Bayesian Capital Management, LP | 51,700 | $3.65M | 0.43% | +15,300+42.0% | Added |
| Public Sector Pension Investment Board | 52,185 | $3.69M | 0.02% | +1,500+3.0% | Added |
| Yousif Capital Management, LLC | 53,026 | $3.75M | 0.04% | −554−1.0% | Reduced |