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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 274,442 | $19.4M | 0.01% | +27,109+11.0% | Added |
| Korea Investment CORP | 267,676 | $18.9M | 0.04% | +186,432+229.5% | Added |
| New York State Teachers Retirement System | 267,026 | $18.9M | 0.04% | −2,732−1.0% | Reduced |
| Teacher Retirement System of Texas | 264,541 | $18.7M | 0.09% | −17,172−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 251,114 | $17.7M | 0.03% | −7,936−3.1% | Reduced |
| Epoch Investment Partners, Inc. | 250,152 | $17.7M | 0.08% | −11,028−4.2% | Reduced |
| AQR Capital Management LLC | 245,799 | $17.3M | 0.02% | +91,044+58.8% | Added |
| Cidel Asset Management Inc | 241,051 | $17.0M | 1.20% | +709+0.3% | Added |
| US Bancorp | 238,490 | $16.8M | 0.02% | +1,853+0.8% | Added |
| Keybank National Association | 237,261 | $16.8M | 0.06% | −7,828−3.2% | Reduced |
| Beck Bode, LLC | 227,022 | $16.0M | 3.02% | +10,698+4.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 223,370 | $15.8M | 0.04% | −9,563−4.1% | Reduced |
| Hudson Bay Capital Management LP | 216,221 | $15.3M | 0.11% | +216,221 | New |
| Allianz Asset Management GmbH | 204,866 | $14.5M | 0.02% | +65,181+46.7% | Added |
| AE Wealth Management LLC | 202,843 | $14.3M | 0.13% | +750.0% | Added |
| Great West Life Assurance Co | 196,117 | $13.9M | 0.02% | +14,150+7.8% | Added |
| Soroban Capital Partners LP | 192,695 | $13.6M | 0.19% | −1,250,508−86.6% | Reduced |
| Gabelli Funds LLC | 191,317 | $13.5M | 0.10% | −1,000−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 189,442 | $13.4M | 0.01% | +2,331+1.2% | Added |
| Natixis Advisors, L.P. | 188,446 | $13.3M | 0.03% | +93,783+99.1% | Added |
| Covea Finance | 184,300 | $13.0M | 0.57% | +54,400+41.9% | Added |
| Toronto Dominion Bank | 179,223 | $12.7M | 0.02% | +27,562+18.2% | Added |
| Asset Management One Co.,Ltd. | 174,849 | $12.3M | 0.04% | +4,432+2.6% | Added |
| Illinois Municipal Retirement Fund | 174,253 | $12.3M | 0.18% | −40,461−18.8% | Reduced |
| Intech Investment Management LLC | 171,667 | $12.1M | 0.14% | −67,872−28.3% | Reduced |
| Crestline Management, LP | 169,961 | $12.0M | 0.68% | +28,224+19.9% | Added |
| Nicholas Company, Inc. | 167,675 | $11.8M | 0.19% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 166,198 | $11.7M | 0.38% | −6,500−3.8% | Reduced |
| Nisa Investment Advisors, LLC | 164,322 | $11.6M | 0.07% | +1,205+0.7% | Added |
| Omers Administration Corp | 162,620 | $11.5M | 0.11% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 161,404 | $11.4M | 0.05% | −7,657−4.5% | Reduced |
| First American Trust, FSB | 160,856 | $11.4M | 1.13% | −20,936−11.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 160,166 | $11.3M | 0.03% | −2,900−1.8% | Reduced |
| Waratah Capital Advisors Ltd. | 154,631 | $10.9M | 0.65% | +154,631 | New |
| Sterling Capital Management LLC | 154,605 | $10.9M | 0.14% | +154,605 | New |
| SG Americas Securities, LLC | 153,165 | $10.8M | 0.04% | +53,907+54.3% | Added |
| Westwood Holdings Group Inc. | 152,600 | $10.8M | 0.05% | −47,494−23.7% | Reduced |
| New York State Common Retirement Fund | 150,209 | $10.6M | 0.01% | −30,134−16.7% | Reduced |
| State of Tennessee, Treasury Department | 143,314 | $10.1M | 0.04% | −30,267−17.4% | Reduced |
| Greenland Capital Management LP | 142,490 | $10.1M | 1.82% | −109,130−43.4% | Reduced |
| Susquehanna International Group, LLP | 138,250 | $9.76M | 0.02% | +62,054+81.4% | Added |
| Brasada Capital Management, LP | 135,085 | $9.62M | 1.68% | +3,782+2.9% | Added |
| Panagora Asset Management Inc | 131,752 | $9.31M | 0.04% | +74,745+131.1% | Added |
| Comerica Bank | 131,126 | $9.26M | 0.04% | −3,610−2.7% | Reduced |
| Treasurer of the State of North Carolina | 130,060 | $9.19M | 0.04% | +530+0.4% | Added |
| CIBC Asset Management Inc | 129,178 | $9.11M | 0.03% | +1,055+0.8% | Added |
| Howe & Rusling Inc | 128,523 | $9.08M | 0.78% | +281+0.2% | Added |
| New England Asset Management Inc | 126,180 | $8.91M | 1.39% | +545+0.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 125,667 | $8.88M | 0.40% | −55,886−30.8% | Reduced |
| Eventide Asset Management, LLC | 124,697 | $8.81M | 0.15% | −336−0.3% | Reduced |
| Mattern Capital Management, LLC | 123,472 | $8.72M | 1.10% | +123+0.1% | Added |
| Bokf, NA | 120,829 | $8.60M | 0.15% | +120,807+549,122.7% | Added |
| Millennium Management LLC | 120,841 | $8.54M | 0.01% | −41,608−25.6% | Reduced |
| DRW Securities, LLC | 118,681 | $8.38M | 0.46% | +118,681 | New |
| NewSquare Capital LLC | 118,551 | $8.25M | 0.66% | −1,527−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 113,836 | $8.04M | 0.02% | +90,575+389.4% | Added |
| Mn Services Vermogensbeheer B.V. | 111,869 | $7.90M | 0.06% | −2,800−2.4% | 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 |
| Resona Asset Management Co.,Ltd. | 106,919 | $7.55M | 0.04% | −3,530−3.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 106,753 | $7.54M | 0.52% | +25,496+31.4% | Added |
| SEI Investments Co | 105,438 | $7.45M | 0.01% | −181,085−63.2% | Reduced |
| Verition Fund Management LLC | 103,335 | $7.30M | 0.05% | −48,489−31.9% | Reduced |
| Man Group plc | 101,229 | $7.15M | 0.02% | +75,316+290.6% | Added |
| Voya Investment Management LLC | 95,568 | $6.75M | 0.01% | −7,219−7.0% | Reduced |
| Kempen Capital Management N.V. | 92,569 | $6.54M | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 91,587 | $6.47M | 0.01% | −1,452−1.6% | Reduced |
| Stifel Financial Corp | 90,929 | $6.42M | 0.01% | −820−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 87,969 | $6.21M | 0.02% | +837+1.0% | Added |
| Wellington Management Group LLP | 86,631 | $6.12M | 0.00% | −8,768−9.2% | Reduced |
| Arizona State Retirement System | 85,558 | $6.04M | 0.04% | +3,529+4.3% | Added |
| Qube Research & Technologies Ltd | 85,013 | $6.00M | 0.01% | −155,154−64.6% | Reduced |
| Van Eck Associates Corp | 82,429 | $5.94M | 0.01% | +2,675+3.4% | Added |
| Assetmark, Inc | 83,176 | $5.87M | 0.02% | +4,562+5.8% | Added |
| Calamos Advisors LLC | 82,730 | $5.84M | 0.03% | +1,300+1.6% | Added |
| IFM Investors Pty Ltd | 82,051 | $5.80M | 0.06% | −17,301−17.4% | Reduced |
| State of New Jersey Common Pension Fund D | 81,934 | $5.79M | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 81,399 | $5.75M | 0.03% | −400−0.5% | Reduced |
| Assenagon Asset Management S.A. | 81,368 | $5.75M | 0.01% | −650,519−88.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 79,069 | $5.58M | 0.02% | +1,591+2.1% | Added |
| Wealthfront Advisers LLC | 78,265 | $5.53M | 0.02% | +6,048+8.4% | Added |
| First American Bank | 78,178 | $5.52M | 0.40% | +7,635+10.8% | Added |
| Pacer Advisors, Inc. | 78,119 | $5.52M | 0.01% | +24,022+44.4% | Added |
| Credit Agricole S A | 77,824 | $5.50M | 0.03% | +6,312+8.8% | Added |
| MetLife Investment Management | 77,654 | $5.48M | 0.03% | −1,978−2.5% | Reduced |
| Ausbil Investment Management Ltd | 76,500 | $5.40M | 1.87% | +11,063+16.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 76,420 | $5.39M | 0.10% | +32,200+72.8% | Added |
| Commonwealth Equity Services, LLC | 76,168 | $5.38M | 0.01% | +2,663+3.6% | Added |
| The PNC Financial Services Group, Inc. | 75,585 | $5.34M | 0.00% | +17,241+29.6% | Added |
| Corebridge Financial, Inc. | 74,162 | $5.24M | 0.03% | −2,133−2.8% | Reduced |
| Logan Capital Management Inc | 73,651 | $5.20M | 0.21% | −5,190−6.6% | Reduced |
| CIBC Private Wealth Group, LLC | 73,536 | $5.19M | 0.01% | −121,108−62.2% | Reduced |
| Intact Investment Management Inc. | 72,960 | $5.15M | 0.17% | +72,960 | New |
| DnB Asset Management AS | 71,710 | $5.06M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,560 | $5.05M | 0.02% | +1,852+2.7% | Added |
| Hilltop Holdings Inc. | 68,920 | $4.87M | 0.32% | +68,920 | New |
| Chartwell Investment Partners, LLC | 68,822 | $4.86M | 0.17% | −5,804−7.8% | Reduced |
| SilverOak Wealth Management LLC | 68,825 | $4.86M | 1.09% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 65,204 | $4.61M | 0.02% | −671−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,647 | $4.50M | 0.01% | −424−0.7% | Reduced |