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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 63,500 | $4.48M | 0.07% | +13,130+26.1% | Added |
| Forsta Ap-Fonden | 61,200 | $4.32M | 0.03% | +13,600+28.6% | Added |
| Czech National Bank | 60,854 | $4.30M | 0.04% | +3,947+6.9% | Added |
| First Citizens Bank & Trust Co | 60,697 | $4.29M | 0.09% | +883+1.5% | Added |
| Viking Fund Management LLC | 60,000 | $4.24M | 0.69% | +16,000+36.4% | Added |
| CI Private Wealth, LLC | 59,646 | $4.21M | 0.01% | −1,232−2.0% | Reduced |
| USS Investment Management Ltd | 59,607 | $4.21M | 0.03% | +16,086+37.0% | Added |
| Amalgamated Bank | 58,648 | $4.14M | 0.03% | −1,714−2.8% | Reduced |
| Bessemer Group Inc | 54,196 | $3.83M | 0.01% | +45,718+539.3% | Added |
| Yousif Capital Management, LLC | 53,026 | $3.75M | 0.04% | −554−1.0% | Reduced |
| Public Sector Pension Investment Board | 52,185 | $3.69M | 0.02% | +1,500+3.0% | Added |
| Bayesian Capital Management, LP | 51,700 | $3.65M | 0.43% | +15,300+42.0% | Added |
| International Assets Investment Management, LLC | 254,833 | $3.61M | 0.02% | +254,833 | New |
| Daiwa Securities Group Inc. | 50,887 | $3.59M | 0.02% | +4,271+9.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 53,752 | $3.57M | 0.02% | +8,484+18.7% | Added |
| British Columbia Investment Management Corp | 49,836 | $3.52M | 0.02% | −7,345−12.8% | Reduced |
| Glenmede Trust Co NA | 49,812 | $3.52M | 0.02% | +27,528+123.5% | Added |
| Lazard Asset Management LLC | 49,643 | $3.50M | 0.00% | −1,250−2.5% | Reduced |
| Utah Retirement Systems | 49,208 | $3.48M | 0.04% | +200+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,613 | $3.43M | 0.04% | +5,233+12.1% | Added |
| Renaissance Technologies LLC | 48,600 | $3.43M | 0.01% | −718,500−93.7% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 47,661 | $3.37M | 0.26% | +341+0.7% | Added |
| Graham Capital Management, L.P. | 47,080 | $3.33M | 0.11% | −173,949−78.7% | Reduced |
| Agf Management Ltd | 46,220 | $3.26M | 0.02% | +8,110+21.3% | Added |
| Tredje AP-fonden | 45,471 | $3.21M | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 44,947 | $3.17M | 0.27% | −252−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 44,662 | $3.15M | 0.03% | −99,555−69.0% | Reduced |
| Bank of Nova Scotia | 44,310 | $3.13M | 0.01% | +7,454+20.2% | Added |
| Guggenheim Capital LLC | 43,971 | $3.11M | 0.02% | −53,556−54.9% | Reduced |
| Entropy Technologies, LP | 43,453 | $3.07M | 0.32% | −124,405−74.1% | Reduced |
| Xponance, Inc. | 41,254 | $2.91M | 0.03% | +579+1.4% | Added |
| Captrust Financial Advisors | 40,925 | $2.89M | 0.01% | −1,590−3.7% | Reduced |
| CIBC World Markets Corp | 40,536 | $2.86M | 0.02% | +2,061+5.4% | Added |
| ING Groep NV | 39,952 | $2.82M | 0.02% | −233−0.6% | Reduced |
| New York Life Investment Management LLC | 39,695 | $2.80M | 0.03% | −1,289−3.1% | Reduced |
| ProShare Advisors LLC | 39,678 | $2.80M | 0.01% | −3,682−8.5% | Reduced |
| Nissay Asset Management Corp | 39,675 | $2.80M | 0.02% | +1,098+2.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 38,959 | $2.75M | 0.07% | −6,688−14.7% | Reduced |
| Private Advisor Group, LLC | 38,840 | $2.74M | 0.02% | +5,330+15.9% | Added |
| Jefferies Financial Group Inc. | 38,099 | $2.69M | 0.04% | +31,417+470.2% | Added |
| State of Alaska, Department of Revenue | 36,828 | $2.60M | 0.03% | −150.0% | Reduced |
| Mutual of America Capital Management LLC | 36,781 | $2.60M | 0.03% | −878−2.3% | Reduced |
| Janney Montgomery Scott LLC | 36,298 | $2.56M | 0.01% | −1,389−3.7% | Reduced |
| Cox Capital Mgt LLC | 35,582 | $2.51M | 1.50% | −427−1.2% | Reduced |
| Fifth Third Bancorp | 34,862 | $2.46M | 0.01% | +646+1.9% | Added |
| Rafferty Asset Management, LLC | 34,421 | $2.43M | 0.01% | +2,021+6.2% | Added |
| Sanctuary Advisors, LLC | 34,904 | $2.43M | 0.02% | +8,975+34.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 33,900 | $2.39M | 0.01% | −5,236−13.4% | Reduced |
| Mariner, LLC | 33,760 | $2.38M | 0.00% | +503+1.5% | Added |
| Sigma Planning Corp | 33,733 | $2.38M | 0.07% | −7,370−17.9% | Reduced |
| Creative Planning | 33,261 | $2.35M | 0.00% | +524+1.6% | Added |
| Cetera Investment Advisers | 31,551 | $2.23M | 0.00% | +3,701+13.3% | Added |
| JustInvest LLC | 31,235 | $2.21M | 0.04% | +4,292+15.9% | Added |
| Wedge Capital Management L L P | 30,560 | $2.16M | 0.04% | −5,933−16.3% | Reduced |
| CWM Advisors, LLC | 30,367 | $2.14M | 0.22% | −2,542−7.7% | Reduced |
| Worldquant Millennium Advisors LLC | 30,272 | $2.14M | 0.02% | −1,050−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 30,123 | $2.13M | 0.04% | −2,476−7.6% | Reduced |
| WealthTrust Axiom LLC | 30,100 | $2.13M | 0.63% | −1,000−3.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,820 | $2.11M | 0.00% | −624−2.0% | Reduced |
| Wolverine Trading, LLC | 29,842 | $2.10M | 0.05% | +8,932+42.7% | Added |
| Edgestream Partners, L.P. | 29,668 | $2.10M | 0.09% | −57,235−65.9% | Reduced |
| Capital International Sarl | 29,546 | $2.09M | 0.05% | −7,247−19.7% | Reduced |
| Baird Financial Group, Inc. | 28,501 | $2.01M | 0.00% | −2,937−9.3% | Reduced |
| Gamco Investors, Inc. Et Al | 27,550 | $1.95M | 0.02% | −200−0.7% | Reduced |
| 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 |
| Prudential PLC | 27,476 | $1.94M | 0.01% | +8,718+46.5% | Added |
| First Manhattan Co | 27,449 | $1.94M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 27,227 | $1.92M | 0.01% | −284−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,651 | $1.88M | 0.02% | +1,082+4.2% | Added |
| Cerity Partners LLC | 26,566 | $1.88M | 0.00% | +6,959+35.5% | Added |
| Elo Mutual Pension Insurance Co | 26,527 | $1.87M | 0.04% | −513−1.9% | Reduced |
| Avantax Advisory Services, Inc. | 26,294 | $1.86M | 0.01% | +882+3.5% | Added |
| Ferguson Wellman Capital Management, Inc | 26,168 | $1.85M | 0.04% | −580−2.2% | Reduced |
| Gateway Investment Advisers LLC | 26,130 | $1.85M | 0.02% | −178−0.7% | Reduced |
| Mackenzie Financial Corp | 26,063 | $1.84M | 0.00% | +673+2.7% | Added |
| Colony Group, LLC | 25,722 | $1.82M | 0.01% | +25,722 | New |
| Oregon Public Employees Retirement Fund | 25,669 | $1.81M | 0.03% | +100.0% | Added |
| Aster Capital Management (DIFC) Ltd | 25,396 | $1.79M | 0.39% | +25,396 | New |
| Achmea Investment Management B.V. | 24,820 | $1.75M | 0.03% | +24,820 | New |
| Pathstone Holdings, LLC | 24,510 | $1.73M | 0.01% | −65−0.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 24,399 | $1.72M | 0.35% | +883+3.8% | Added |
| Quantinno Capital Management LP | 23,466 | $1.66M | 0.02% | +6,501+38.3% | Added |
| Mercer Global Advisors Inc | 22,981 | $1.63M | 0.00% | −315−1.4% | Reduced |
| Gulf International Bank (UK) Ltd | 23,056 | $1.63M | 0.04% | −1,160−4.8% | Reduced |
| Gotham Asset Management, LLC | 22,891 | $1.62M | 0.02% | +10,884+90.6% | Added |
| Atria Investments LLC | 22,534 | $1.59M | 0.02% | +287+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,233 | $1.57M | 0.03% | +5,594+33.6% | Added |
| Teachers Retirement System of the State of Kentucky | 22,171 | $1.57M | 0.01% | −1,115−4.8% | Reduced |
| Axq Capital, LP | 22,107 | $1.56M | 0.47% | −4,033−15.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.55M | 0.18% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,599 | $1.53M | 0.00% | −3,004−12.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,189 | $1.50M | 0.00% | +8,525+67.3% | Added |
| Centiva Capital, LP | 20,978 | $1.48M | 0.07% | −11,585−35.6% | Reduced |
| Cresset Asset Management, LLC | 20,963 | $1.48M | 0.01% | +1,247+6.3% | Added |
| WBI Investments | 20,947 | $1.48M | 0.36% | +20,947 | New |
| Kentucky Retirement Systems | 20,811 | $1.47M | 0.04% | −1,693−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 20,732 | $1.46M | 0.04% | −27,294−56.8% | Reduced |
| Sciencast Management LP | 20,668 | $1.46M | 0.43% | −18,532−47.3% | Reduced |
| KBC Group NV | 20,536 | $1.45M | 0.00% | 00.0% | Unchanged |