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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 54,196 | $3.83M | 0.01% | +45,718+539.3% | Added |
| Amalgamated Bank | 58,648 | $4.14M | 0.03% | −1,714−2.8% | Reduced |
| USS Investment Management Ltd | 59,607 | $4.21M | 0.03% | +16,086+37.0% | Added |
| CI Private Wealth, LLC | 59,646 | $4.21M | 0.01% | −1,232−2.0% | Reduced |
| Viking Fund Management LLC | 60,000 | $4.24M | 0.69% | +16,000+36.4% | Added |
| First Citizens Bank & Trust Co | 60,697 | $4.29M | 0.09% | +883+1.5% | Added |
| Czech National Bank | 60,854 | $4.30M | 0.04% | +3,947+6.9% | Added |
| Forsta Ap-Fonden | 61,200 | $4.32M | 0.03% | +13,600+28.6% | Added |
| Benjamin Edwards Inc | 63,500 | $4.48M | 0.07% | +13,130+26.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 63,647 | $4.50M | 0.01% | −424−0.7% | Reduced |
| Retirement Systems of Alabama | 65,204 | $4.61M | 0.02% | −671−1.0% | Reduced |
| SilverOak Wealth Management LLC | 68,825 | $4.86M | 1.09% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 68,822 | $4.86M | 0.17% | −5,804−7.8% | Reduced |
| Hilltop Holdings Inc. | 68,920 | $4.87M | 0.32% | +68,920 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,560 | $5.05M | 0.02% | +1,852+2.7% | Added |
| DnB Asset Management AS | 71,710 | $5.06M | 0.02% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 72,960 | $5.15M | 0.17% | +72,960 | New |
| CIBC Private Wealth Group, LLC | 73,536 | $5.19M | 0.01% | −121,108−62.2% | Reduced |
| Logan Capital Management Inc | 73,651 | $5.20M | 0.21% | −5,190−6.6% | Reduced |
| Corebridge Financial, Inc. | 74,162 | $5.24M | 0.03% | −2,133−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 75,585 | $5.34M | 0.00% | +17,241+29.6% | Added |
| Commonwealth Equity Services, LLC | 76,168 | $5.38M | 0.01% | +2,663+3.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 76,420 | $5.39M | 0.10% | +32,200+72.8% | Added |
| Ausbil Investment Management Ltd | 76,500 | $5.40M | 1.87% | +11,063+16.9% | Added |
| MetLife Investment Management | 77,654 | $5.48M | 0.03% | −1,978−2.5% | Reduced |
| Credit Agricole S A | 77,824 | $5.50M | 0.03% | +6,312+8.8% | Added |
| Pacer Advisors, Inc. | 78,119 | $5.52M | 0.01% | +24,022+44.4% | Added |
| First American Bank | 78,178 | $5.52M | 0.40% | +7,635+10.8% | Added |
| Wealthfront Advisers LLC | 78,265 | $5.53M | 0.02% | +6,048+8.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 79,069 | $5.58M | 0.02% | +1,591+2.1% | Added |
| Assenagon Asset Management S.A. | 81,368 | $5.75M | 0.01% | −650,519−88.9% | Reduced |
| State of Michigan Retirement System | 81,399 | $5.75M | 0.03% | −400−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 81,934 | $5.79M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 82,051 | $5.80M | 0.06% | −17,301−17.4% | Reduced |
| Calamos Advisors LLC | 82,730 | $5.84M | 0.03% | +1,300+1.6% | Added |
| Assetmark, Inc | 83,176 | $5.87M | 0.02% | +4,562+5.8% | Added |
| Van Eck Associates Corp | 82,429 | $5.94M | 0.01% | +2,675+3.4% | Added |
| Qube Research & Technologies Ltd | 85,013 | $6.00M | 0.01% | −155,154−64.6% | Reduced |
| Arizona State Retirement System | 85,558 | $6.04M | 0.04% | +3,529+4.3% | Added |
| Wellington Management Group LLP | 86,631 | $6.12M | 0.00% | −8,768−9.2% | Reduced |
| Nomura Asset Management Co Ltd | 87,969 | $6.21M | 0.02% | +837+1.0% | Added |
| Stifel Financial Corp | 90,929 | $6.42M | 0.01% | −820−0.9% | Reduced |
| HighTower Advisors, LLC | 91,587 | $6.47M | 0.01% | −1,452−1.6% | Reduced |
| Kempen Capital Management N.V. | 92,569 | $6.54M | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 95,568 | $6.75M | 0.01% | −7,219−7.0% | Reduced |
| Man Group plc | 101,229 | $7.15M | 0.02% | +75,316+290.6% | Added |
| Verition Fund Management LLC | 103,335 | $7.30M | 0.05% | −48,489−31.9% | Reduced |
| SEI Investments Co | 105,438 | $7.45M | 0.01% | −181,085−63.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 106,753 | $7.54M | 0.52% | +25,496+31.4% | Added |
| Resona Asset Management Co.,Ltd. | 106,919 | $7.55M | 0.04% | −3,530−3.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 109,537 | $7.74M | 0.08% | +18,360+20.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 109,537 | $7.74M | 0.08% | +109,537 | New |
| Mn Services Vermogensbeheer B.V. | 111,869 | $7.90M | 0.06% | −2,800−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 113,836 | $8.04M | 0.02% | +90,575+389.4% | Added |
| NewSquare Capital LLC | 118,551 | $8.25M | 0.66% | −1,527−1.3% | Reduced |
| DRW Securities, LLC | 118,681 | $8.38M | 0.46% | +118,681 | New |
| Millennium Management LLC | 120,841 | $8.54M | 0.01% | −41,608−25.6% | Reduced |
| Bokf, NA | 120,829 | $8.60M | 0.15% | +120,807+549,122.7% | Added |
| Mattern Capital Management, LLC | 123,472 | $8.72M | 1.10% | +123+0.1% | Added |
| Eventide Asset Management, LLC | 124,697 | $8.81M | 0.15% | −336−0.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 125,667 | $8.88M | 0.40% | −55,886−30.8% | Reduced |
| New England Asset Management Inc | 126,180 | $8.91M | 1.39% | +545+0.4% | Added |
| Howe & Rusling Inc | 128,523 | $9.08M | 0.78% | +281+0.2% | Added |
| CIBC Asset Management Inc | 129,178 | $9.11M | 0.03% | +1,055+0.8% | Added |
| Treasurer of the State of North Carolina | 130,060 | $9.19M | 0.04% | +530+0.4% | Added |
| Comerica Bank | 131,126 | $9.26M | 0.04% | −3,610−2.7% | Reduced |
| Panagora Asset Management Inc | 131,752 | $9.31M | 0.04% | +74,745+131.1% | Added |
| Brasada Capital Management, LP | 135,085 | $9.62M | 1.68% | +3,782+2.9% | Added |
| Susquehanna International Group, LLP | 138,250 | $9.76M | 0.02% | +62,054+81.4% | Added |
| Greenland Capital Management LP | 142,490 | $10.1M | 1.82% | −109,130−43.4% | Reduced |
| State of Tennessee, Treasury Department | 143,314 | $10.1M | 0.04% | −30,267−17.4% | Reduced |
| New York State Common Retirement Fund | 150,209 | $10.6M | 0.01% | −30,134−16.7% | Reduced |
| Westwood Holdings Group Inc. | 152,600 | $10.8M | 0.05% | −47,494−23.7% | Reduced |
| SG Americas Securities, LLC | 153,165 | $10.8M | 0.04% | +53,907+54.3% | Added |
| Sterling Capital Management LLC | 154,605 | $10.9M | 0.14% | +154,605 | New |
| Waratah Capital Advisors Ltd. | 154,631 | $10.9M | 0.65% | +154,631 | New |
| Chevy Chase Trust Holdings, Inc. | 160,166 | $11.3M | 0.03% | −2,900−1.8% | Reduced |
| First American Trust, FSB | 160,856 | $11.4M | 1.13% | −20,936−11.5% | Reduced |
| Public Employees Retirement System of Ohio | 161,404 | $11.4M | 0.05% | −7,657−4.5% | Reduced |
| Omers Administration Corp | 162,620 | $11.5M | 0.11% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 164,322 | $11.6M | 0.07% | +1,205+0.7% | Added |
| Hennessy Advisors Inc | 166,198 | $11.7M | 0.38% | −6,500−3.8% | Reduced |
| Nicholas Company, Inc. | 167,675 | $11.8M | 0.19% | 00.0% | Unchanged |
| Crestline Management, LP | 169,961 | $12.0M | 0.68% | +28,224+19.9% | Added |
| Intech Investment Management LLC | 171,667 | $12.1M | 0.14% | −67,872−28.3% | Reduced |
| Illinois Municipal Retirement Fund | 174,253 | $12.3M | 0.18% | −40,461−18.8% | Reduced |
| Asset Management One Co.,Ltd. | 174,849 | $12.3M | 0.04% | +4,432+2.6% | Added |
| Toronto Dominion Bank | 179,223 | $12.7M | 0.02% | +27,562+18.2% | Added |
| Covea Finance | 184,300 | $13.0M | 0.57% | +54,400+41.9% | Added |
| Natixis Advisors, L.P. | 188,446 | $13.3M | 0.03% | +93,783+99.1% | Added |
| Manufacturers Life Insurance Company, The | 189,442 | $13.4M | 0.01% | +2,331+1.2% | Added |
| Gabelli Funds LLC | 191,317 | $13.5M | 0.10% | −1,000−0.5% | Reduced |
| Soroban Capital Partners LP | 192,695 | $13.6M | 0.19% | −1,250,508−86.6% | Reduced |
| Great West Life Assurance Co | 196,117 | $13.9M | 0.02% | +14,150+7.8% | Added |
| AE Wealth Management LLC | 202,843 | $14.3M | 0.13% | +750.0% | Added |
| Allianz Asset Management GmbH | 204,866 | $14.5M | 0.02% | +65,181+46.7% | Added |
| Hudson Bay Capital Management LP | 216,221 | $15.3M | 0.11% | +216,221 | New |
| Mitsubishi UFJ Trust & Banking Corp | 223,370 | $15.8M | 0.04% | −9,563−4.1% | Reduced |
| Beck Bode, LLC | 227,022 | $16.0M | 3.02% | +10,698+4.9% | Added |
| Keybank National Association | 237,261 | $16.8M | 0.06% | −7,828−3.2% | Reduced |