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 |
|---|---|---|---|---|---|
| US Bancorp | 238,490 | $16.8M | 0.02% | +1,853+0.8% | Added |
| Cidel Asset Management Inc | 241,051 | $17.0M | 1.20% | +709+0.3% | Added |
| AQR Capital Management LLC | 245,799 | $17.3M | 0.02% | +91,044+58.8% | Added |
| Epoch Investment Partners, Inc. | 250,152 | $17.7M | 0.08% | −11,028−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 251,114 | $17.7M | 0.03% | −7,936−3.1% | Reduced |
| Teacher Retirement System of Texas | 264,541 | $18.7M | 0.09% | −17,172−6.1% | Reduced |
| New York State Teachers Retirement System | 267,026 | $18.9M | 0.04% | −2,732−1.0% | Reduced |
| Korea Investment CORP | 267,676 | $18.9M | 0.04% | +186,432+229.5% | Added |
| LPL Financial LLC | 274,442 | $19.4M | 0.01% | +27,109+11.0% | Added |
| American Century Companies Inc | 280,611 | $19.8M | 0.01% | −1,341,471−82.7% | Reduced |
| Avalon Trust Co | 289,950 | $20.5M | 1.51% | −2,125−0.7% | Reduced |
| FMR LLC | 295,638 | $20.9M | 0.00% | +4,097+1.4% | Added |
| Capital Group Private Client Services, Inc. | 306,079 | $21.6M | 0.21% | −5,208−1.7% | Reduced |
| Bruce & Co., Inc. | 310,000 | $21.9M | 6.37% | −10,000−3.1% | Reduced |
| State of Wisconsin Investment Board | 319,159 | $22.5M | 0.06% | +39,724+14.2% | Added |
| Tortoise Capital Advisors, L.L.C. | 329,930 | $23.3M | 0.30% | +79,417+31.7% | Added |
| State Board of Administration of Florida Retirement System | 333,626 | $23.6M | 0.04% | 00.0% | Unchanged |
| Yaupon Capital Management LP | 334,807 | $23.6M | 1.59% | −123,706−27.0% | Reduced |
| Alliancebernstein L.P. | 340,574 | $24.1M | 0.01% | −11,495−3.3% | Reduced |
| Public Employees Retirement Association of Colorado | 348,421 | $24.6M | 0.10% | +70,100+25.2% | Added |
| D. E. Shaw & Co., Inc. | 352,240 | $24.9M | 0.03% | −8,508−2.4% | Reduced |
| Schroder Investment Management Group | 355,793 | $25.1M | 0.03% | +135,108+61.2% | Added |
| HITE Hedge Asset Management LLC | 355,566 | $25.1M | 2.89% | −653,627−64.8% | Reduced |
| RWC Asset Management LLP | 358,273 | $25.3M | 1.47% | −3,340−0.9% | Reduced |
| Prudential Financial Inc | 362,342 | $25.6M | 0.04% | −556,595−60.6% | Reduced |
| California State Teachers Retirement System | 371,096 | $26.2M | 0.03% | −23,155−5.9% | Reduced |
| Russell Investments Group, Ltd. | 381,799 | $27.0M | 0.04% | +9,854+2.6% | Added |
| Artemis Investment Management LLP | 383,667 | $27.1M | 0.41% | +383,667 | New |
| Principal Financial Group Inc | 408,331 | $28.8M | 0.02% | +28,695+7.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 432,175 | $30.5M | 0.03% | +28,324+7.0% | Added |
| National Pension Service | 437,175 | $30.9M | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 462,195 | $32.6M | 0.06% | +4,740+1.0% | Added |
| Janus Henderson Group PLC | 479,203 | $33.8M | 0.02% | +440,000+1,122.4% | Added |
| M&T Bank Corp | 483,215 | $34.1M | 0.11% | +3,497+0.7% | Added |
| APG Asset Management N.V. | 589,665 | $37.3M | 0.25% | −322,293−35.3% | Reduced |
| BNP Paribas Arbitrage, SA | 550,945 | $38.9M | 0.04% | −10,368−1.8% | Reduced |
| Bahl & Gaynor Inc | 554,522 | $39.2M | 0.20% | +51,291+10.2% | Added |
| STRS Ohio | 559,899 | $39.5M | 0.15% | +9,561+1.7% | Added |
| Canada Pension Plan Investment Board | 561,840 | $39.7M | 0.04% | +17,051+3.1% | Added |
| Victory Capital Management Inc | 562,225 | $39.7M | 0.04% | −32,503−5.5% | Reduced |
| Rockefeller Capital Management L.P. | 566,025 | $40.0M | 0.11% | +479,336+552.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 566,349 | $40.0M | 0.25% | −30,799−5.2% | Reduced |
| TD Asset Management Inc | 577,620 | $40.7M | 0.04% | −6,467−1.1% | Reduced |
| Barclays PLC | 608,887 | $43.0M | 0.02% | −71,993−10.6% | Reduced |
| Aviva PLC | 616,451 | $43.5M | 0.11% | −4,838−0.8% | Reduced |
| 1832 Asset Management L.P. | 643,407 | $45.4M | 0.08% | −47,310−6.8% | Reduced |
| Rhumbline Advisers | 643,905 | $45.5M | 0.04% | +54,693+9.3% | Added |
| Miller Howard Investments Inc | 655,058 | $46.3M | 1.43% | +1,515+0.2% | Added |
| Citigroup Inc | 665,177 | $47.0M | 0.04% | +123,896+22.9% | Added |
| HSBC Holdings PLC | 671,849 | $47.4M | 0.03% | −58,055−8.0% | Reduced |
| Capital International Investors | 697,061 | $49.2M | 0.01% | +1,154+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 722,688 | $51.0M | 0.04% | +9,614+1.3% | Added |
| Energy Income Partners, LLC | 731,370 | $51.7M | 1.11% | −36,347−4.7% | Reduced |
| Partners Group Holding AG | 734,278 | $51.9M | 3.34% | +38,296+5.5% | Added |
| Railway Pension Investments Ltd | 790,900 | $55.9M | 0.67% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 795,346 | $56.2M | 0.42% | −680.0% | Reduced |
| AMF Pensionsforsakring AB | 796,882 | $56.3M | 0.40% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 838,798 | $59.2M | 0.02% | −46,080−5.2% | Reduced |
| UBS Group AG | 871,197 | $61.5M | 0.02% | −169,118−16.3% | Reduced |
| Swiss National Bank | 886,400 | $62.6M | 0.04% | +2,300+0.3% | Added |
| National Bank of Canada | 892,734 | $63.1M | 0.09% | +715,891+404.8% | Added |
| Royal Bank of Canada | 904,095 | $63.9M | 0.01% | +105,338+13.2% | Added |
| First Trust Advisors LP | 920,529 | $65.0M | 0.06% | −44,254−4.6% | Reduced |
| Standard Life Aberdeen plc | 968,101 | $68.3M | 0.13% | −189,109−16.3% | Reduced |
| Bank of Montreal | 1,077,699 | $75.9M | 0.04% | −300,053−21.8% | Reduced |
| Raymond James & Associates | 1,125,859 | $79.5M | 0.05% | +851,364+310.2% | Added |
| Brookfield Asset Management Inc. | 1,199,811 | $84.7M | 0.48% | +7,142+0.6% | Added |
| Cbre Clarion Securities LLC | 1,203,144 | $85.0M | 1.35% | +472,265+64.6% | Added |
| Dimensional Fund Advisors LP | 1,313,921 | $92.8M | 0.02% | +32,417+2.5% | Added |
| Macquarie Group Ltd | 1,317,675 | $93.1M | 0.10% | −122,057−8.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $93.8M | 0.17% | −1,039−0.1% | Reduced |
| Reaves W H & Co Inc | 1,329,398 | $93.9M | 2.57% | −12,864−1.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,335,316 | $94.3M | 0.30% | +2,626+0.2% | Added |
| California Public Employees Retirement System | 1,349,925 | $95.3M | 0.07% | −16,562−1.2% | Reduced |
| Truist Financial Corp | 1,474,022 | $104.1M | 0.16% | +738,789+100.5% | Added |
| Magellan Asset Management Ltd | 1,505,006 | $106.3M | 1.06% | −43,174−2.8% | Reduced |
| Duff & Phelps Investment Management Co | 1,542,667 | $109.0M | 1.25% | −72,442−4.5% | Reduced |
| iA Global Asset Management Inc. | 1,552,732 | $109.7M | 1.93% | −3,166−0.2% | Reduced |
| Nuveen Asset Management, LLC | 1,573,496 | $113.6M | 0.03% | −273,043−14.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,822,389 | $128.7M | 0.02% | +25,196+1.4% | Added |
| Jennison Associates LLC | 1,959,497 | $138.4M | 0.09% | −91,485−4.5% | Reduced |
| Norges Bank | 2,143,268 | $151.4M | 0.02% | −11,218−0.5% | Reduced |
| UBS Asset Management Americas Inc | 2,155,842 | $152.3M | 0.04% | +18,403+0.9% | Added |
| ExodusPoint Capital Management, LP | 2,212,590 | $156.3M | 1.61% | +53,622+2.5% | Added |
| Bank of New York Mellon Corp | 2,291,941 | $161.9M | 0.03% | −1,282,554−35.9% | Reduced |
| Perpetual Ltd | 2,297,937 | $162.3M | 1.76% | −272,763−10.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,319,308 | $163.8M | 0.10% | −785,139−25.3% | Reduced |
| Northern Trust Corp | 2,675,000 | $188.9M | 0.03% | −178,513−6.3% | Reduced |
| Franklin Resources Inc | 2,745,179 | $191.8M | 0.05% | −90,059−3.2% | Reduced |
| Pictet Asset Management Holding SA | 2,763,075 | $195.2M | 0.21% | −320,082−10.4% | Reduced |
| FIL Ltd | 2,948,273 | $208.2M | 0.19% | +94,739+3.3% | Added |
| Legal & General Group Plc | 3,159,467 | $223.2M | 0.06% | −189,206−5.7% | Reduced |
| Bank of America Corp | 3,327,793 | $235.0M | 0.02% | +853,876+34.5% | Added |
| GQG Partners LLC | 3,403,754 | $240.4M | 0.38% | +3,311,218+3,578.3% | Added |
| Goldman Sachs Group Inc | 3,697,251 | $261.1M | 0.05% | −276,407−7.0% | Reduced |
| Amundi | 4,481,334 | $313.6M | 0.12% | −15,379−0.3% | Reduced |
| Deutsche Bank AG | 4,495,391 | $317.5M | 0.13% | +932,899+26.2% | Added |
| Invesco Ltd. | 4,547,433 | $321.2M | 0.06% | −4260.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,733,320 | $334.3M | 0.35% | +483,553+11.4% | Added |
| Ameriprise Financial Inc | 5,036,073 | $356.5M | 0.09% | −1,663,182−24.8% | Reduced |