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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 20,430 | $1.44M | 0.00% | −886−4.2% | Reduced |
| Advisors Asset Management, Inc. | 20,353 | $1.44M | 0.03% | −3,566−14.9% | Reduced |
| HB Wealth Management, LLC | 20,213 | $1.43M | 0.02% | +592+3.0% | Added |
| Opus Investment Management Inc | 20,000 | $1.41M | 0.99% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 19,936 | $1.41M | 0.06% | +5,937+42.4% | Added |
| Toroso Investments, LLC | 19,780 | $1.40M | 0.02% | +2,965+17.6% | Added |
| Advisor Group Holdings, Inc. | 19,724 | $1.39M | 0.00% | +2,017+11.4% | Added |
| Ontario Teachers Pension Plan Board | 19,442 | $1.37M | 0.01% | −8,581−30.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,406 | $1.37M | 0.12% | +4,235+27.9% | Added |
| Mizuho Securities USA LLC | 19,371 | $1.37M | 0.03% | −3,653−15.9% | Reduced |
| Capula Management Ltd | 19,069 | $1.35M | 0.02% | +19,069 | New |
| Hartford Investment Management Co | 19,031 | $1.34M | 0.04% | −224−1.2% | Reduced |
| Hilton Capital Management, LLC | 18,686 | $1.32M | 0.10% | −988−5.0% | Reduced |
| Virtu Financial LLC | 18,358 | $1.30M | 0.07% | +2,800+18.0% | Added |
| Metis Global Partners, LLC | 18,323 | $1.29M | 0.04% | +140+0.8% | Added |
| Profund Advisors LLC | 18,022 | $1.27M | 0.05% | +1,532+9.3% | Added |
| Ramirez Asset Management, Inc. | 17,818 | $1.26M | 0.24% | +1,296+7.8% | Added |
| Cim, LLC | 17,722 | $1.25M | 0.18% | +17,722 | New |
| Swiss Life Asset Management Ltd | 17,736 | $1.25M | 0.01% | +7,067+66.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17,081 | $1.21M | 0.33% | +1,727+11.2% | Added |
| Maryland State Retirement & Pension System | 17,001 | $1.20M | 0.03% | −5,204−23.4% | Reduced |
| Rakuten Investment Management, Inc. | 16,925 | $1.19M | 0.01% | +4,210+33.1% | Added |
| O'Shaughnessy Asset Management, LLC | 17,023 | $1.19M | 0.01% | +631+3.8% | Added |
| Louisiana State Employees Retirement System | 16,800 | $1.19M | 0.02% | −100−0.6% | Reduced |
| Neuberger Berman Group LLC | 16,723 | $1.18M | 0.00% | +69+0.4% | Added |
| Securian Asset Management, Inc | 16,500 | $1.17M | 0.03% | −605−3.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 16,421 | $1.16M | 0.95% | +16,421 | New |
| Nordea Investment Management AB | 16,168 | $1.14M | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 15,675 | $1.11M | 0.02% | +200+1.3% | Added |
| Ninepoint Partners LP | 15,422 | $1.09M | 0.14% | −2,083−11.9% | Reduced |
| Pettee Investors, Inc. | 15,368 | $1.09M | 0.53% | 00.0% | Unchanged |
| Shell Asset Management Co | 15,330 | $1.08M | 0.05% | +15,330 | New |
| Thrivent Financial for Lutherans | 15,104 | $1.07M | 0.00% | +2,503+19.9% | Added |
| Jump Financial, LLC | 15,095 | $1.07M | 0.02% | −90,728−85.7% | Reduced |
| New Mexico Educational Retirement Board | 14,610 | $1.03M | 0.03% | −100−0.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,471 | $1.02M | 0.05% | +1,532+11.8% | Added |
| Exchange Capital Management, Inc. | 14,457 | $1.02M | 0.16% | −2,235−13.4% | Reduced |
| Machina Capital S.A.S. | 14,359 | $1.01M | 0.40% | +14,359 | New |
| Altfest L J & Co Inc | 14,351 | $1.01M | 0.13% | +5,388+60.1% | Added |
| Fiduciary Trust Co | 14,169 | $1.00M | 0.01% | +4,016+39.6% | Added |
| Scientech Research LLC | 13,909 | $982.4K | 0.20% | +13,909 | New |
| Westpac Banking Corp | 13,813 | $975.6K | 0.07% | +13,813 | New |
| Veriti Management LLC | 13,779 | $973.2K | 0.05% | −2,150−13.5% | Reduced |
| BLB&B Advisors, LLC | 13,616 | $961.7K | 0.05% | −113−0.8% | Reduced |
| Mirador Capital Partners LP | 13,605 | $960.9K | 0.17% | +511+3.9% | Added |
| Capital International Inc | 13,389 | $945.7K | 0.01% | −290−2.1% | Reduced |
| Dark Forest Capital Management LP | 13,303 | $939.6K | 0.12% | +13,303 | New |
| Moody National Bank Trust Division | 13,225 | $934.1K | 0.10% | −2,038−13.4% | Reduced |
| Elevated Capital Advisors, LLC | 12,631 | $892.1K | 0.24% | −314−2.4% | Reduced |
| Hantz Financial Services, Inc. | 12,548 | $886.0K | 0.02% | +60.0% | Added |
| Kesler, Norman & Wride, LLC | 12,411 | $876.7K | 0.17% | −6,793−35.4% | Reduced |
| CWM, LLC | 12,407 | $876.0K | 0.00% | +2,959+31.3% | Added |
| Prospera Financial Services Inc | 12,330 | $870.8K | 0.02% | −1,843−13.0% | Reduced |
| NEOS Investment Management LLC | 12,313 | $869.7K | 0.03% | +2,436+24.7% | Added |
| Icon Advisers Inc | 12,200 | $861.7K | 0.18% | +1,800+17.3% | Added |
| Sherbrooke Park Advisers LLC | 12,095 | $854.3K | 0.20% | +12,095 | New |
| Exchange Traded Concepts, LLC | 12,056 | $851.5K | 0.02% | +1,159+10.6% | Added |
| QRG Capital Management, Inc. | 12,043 | $850.6K | 0.01% | +31+0.3% | Added |
| Meeder Advisory Services, Inc. | 11,925 | $842.2K | 0.05% | +1,147+10.6% | Added |
| Chesley Taft & Associates LLC | 11,906 | $840.9K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,688 | $825.5K | 0.00% | −168,409−93.5% | Reduced |
| Azimuth Capital Investment Management LLC | 11,652 | $823.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 11,650 | $822.8K | 0.01% | +280+2.5% | Added |
| Sumitomo Life Insurance Co | 11,489 | $811.5K | 0.02% | −118−1.0% | Reduced |
| Engineers Gate Manager LP | 11,476 | $810.5K | 0.02% | −83,891−88.0% | Reduced |
| Norinchukin Bank, The | 11,396 | $804.9K | 0.02% | +1,195+11.7% | Added |
| Greenleaf Trust | 11,394 | $804.8K | 0.01% | −698−5.8% | Reduced |
| Smartleaf Asset Management LLC | 11,260 | $793.1K | 0.10% | +833+8.0% | Added |
| Integrated Investment Consultants, LLC | 10,861 | $767.1K | 0.17% | 00.0% | Unchanged |
| Spirit of America Management Corp | 10,800 | $762.8K | 0.15% | +350+3.3% | Added |
| Lido Advisors, LLC | 10,734 | $758.2K | 0.01% | −145−1.3% | Reduced |
| GAMMA Investing LLC | 10,733 | $758.1K | 0.08% | +2,418+29.1% | Added |
| United Services Automobile Association | 10,726 | $757.6K | 0.02% | −1,704−13.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,011 | $731.5K | 0.01% | +2,913+26.2% | Added |
| Qtron Investments LLC | 10,320 | $728.9K | 0.10% | +3,937+61.7% | Added |
| Empirical Finance, LLC | 10,048 | $709.7K | 0.04% | +217+2.2% | Added |
| Atria Wealth Solutions, Inc. | 10,036 | $708.8K | 0.01% | +485+5.1% | Added |
| Sequoia Financial Advisors, LLC | 10,014 | $707.3K | 0.01% | +2,224+28.5% | Added |
| Investment Management Corp of Ontario | 9,992 | $705.7K | 0.02% | +3,200+47.1% | Added |
| Whittier Trust Co | 9,532 | $673.2K | 0.01% | +283+3.1% | Added |
| Tokio Marine Asset Management Co Ltd | 9,520 | $672.4K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,479 | $670.0K | 0.00% | −455−4.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,467 | $668.7K | 0.02% | −36−0.4% | Reduced |
| Bleakley Financial Group, LLC | 9,451 | $667.6K | 0.02% | −23−0.2% | Reduced |
| BKM Wealth Management, LLC | 9,423 | $665.5K | 0.27% | +115+1.2% | Added |
| Commerce Bank | 9,313 | $657.8K | 0.00% | −109−1.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,311 | $657.5K | 0.01% | +392+4.4% | Added |
| Foster & Motley Inc | 9,270 | $655.0K | 0.04% | −182−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 9,010 | $636.3K | 0.01% | +498+5.9% | Added |
| Vestcor Inc | 9,004 | $636.0K | 0.02% | −3,271−26.6% | Reduced |
| Amica Mutual Insurance Co | 9,002 | $636.0K | 0.06% | −1,315−12.7% | Reduced |
| Finer Wealth Management, Inc. | 9,000 | $635.7K | 0.39% | +9,000 | New |
| Plante Moran Financial Advisors, LLC | 8,880 | $627.2K | 0.05% | −31−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,845 | $624.7K | 0.04% | −787−8.2% | Reduced |
| Impact Partnership Wealth, LLC | 8,652 | $611.1K | 0.14% | +8,652 | New |
| RSM US Wealth Management LLC | 8,444 | $599.9K | 0.01% | +639+8.2% | Added |
| Bryn Mawr Trust Co | 8,346 | $589.5K | 0.01% | +8,346 | New |
| Natixis | 8,120 | $573.5K | 0.00% | +8,120 | New |
| Summit Financial, LLC | 8,106 | $572.5K | 0.02% | +30+0.4% | Added |
| Ieq Capital, LLC | 8,075 | $570.3K | 0.01% | −2,936−26.7% | Reduced |