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, Q4 2024
Institutional positions in CMS Energy Corp as of Dec 31, 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
- 716
- +19 vs. Q3 2024
- Shares held
- 284.3M
- +819.3K (+0.3%) vs. Q3 2024
- Total value
- $18.9B
- −$1.06B (−5.3%) vs. Q3 2024
- New holders
- 105
- 271 more added
- Sold out
- 86
- 231 more reduced
13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 38,175,088 | $2.54B | 0.04% | +316,011+0.8% | Added |
| BlackRock, Inc. | 31,327,816 | $2.09B | 0.04% | +668,519+2.2% | Added |
| JPMorgan Chase & Co | 25,589,387 | $1.71B | 0.13% | −1,424,777−5.3% | Reduced |
| State Street Corp | 16,177,164 | $1.08B | 0.04% | −140,598−0.9% | Reduced |
| Price T Rowe Associates Inc | 14,256,949 | $950.2M | 0.11% | +3,486,074+32.4% | Added |
| Massachusetts Financial Services Co | 9,741,389 | $649.3M | 0.21% | +2,131,269+28.0% | Added |
| Geode Capital Management, LLC | 7,608,680 | $505.9M | 0.04% | +98,910+1.3% | Added |
| Wells Fargo & Company | 5,918,398 | $394.5M | 0.09% | −244,032−4.0% | Reduced |
| Morgan Stanley | 5,785,932 | $385.6M | 0.03% | −195,807−3.3% | Reduced |
| Invesco Ltd. | 5,058,389 | $337.1M | 0.06% | +510,956+11.2% | Added |
| Ameriprise Financial Inc | 4,931,669 | $328.6M | 0.08% | −104,404−2.1% | Reduced |
| Deutsche Bank AG | 4,886,658 | $325.7M | 0.13% | +391,267+8.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,865,162 | $324.3M | 0.35% | +131,842+2.8% | Added |
| Goldman Sachs Group Inc | 3,730,412 | $248.6M | 0.05% | +33,161+0.9% | Added |
| Legal & General Group Plc | 3,087,226 | $205.8M | 0.05% | −72,241−2.3% | Reduced |
| Bank of America Corp | 3,032,673 | $202.1M | 0.02% | −295,120−8.9% | Reduced |
| Northern Trust Corp | 2,986,489 | $199.0M | 0.03% | +311,489+11.6% | Added |
| FIL Ltd | 2,938,084 | $195.8M | 0.18% | −10,189−0.3% | Reduced |
| Amundi | 2,814,258 | $186.6M | 0.06% | −1,667,076−37.2% | Reduced |
| UBS Asset Management Americas Inc | 2,624,075 | $174.9M | 0.04% | +468,233+21.7% | Added |
| Norges Bank | 2,577,617 | $171.8M | 0.02% | +434,349+20.3% | Added |
| ExodusPoint Capital Management, LP | 2,556,267 | $170.4M | 1.77% | +343,677+15.5% | Added |
| Pictet Asset Management Holding SA | 2,483,489 | $165.5M | 0.18% | −279,586−10.1% | Reduced |
| Bank of New York Mellon Corp | 2,285,627 | $152.3M | 0.03% | −6,314−0.3% | Reduced |
| Perpetual Ltd | 2,074,117 | $138.2M | 1.62% | −223,820−9.7% | Reduced |
| Jennison Associates LLC | 1,931,605 | $128.7M | 0.08% | −27,892−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,879,271 | $125.3M | 0.02% | +56,882+3.1% | Added |
| Franklin Resources Inc | 1,827,152 | $121.8M | 0.03% | −918,027−33.4% | Reduced |
| Truist Financial Corp | 1,621,562 | $108.1M | 0.17% | +147,540+10.0% | Added |
| Nuveen Asset Management, LLC | 1,608,392 | $107.2M | 0.03% | +34,896+2.2% | Added |
| iA Global Asset Management Inc. | 1,598,991 | $106.6M | 1.87% | +46,259+3.0% | Added |
| Duff & Phelps Investment Management Co | 1,433,047 | $95.5M | 1.14% | −109,620−7.1% | Reduced |
| Cbre Clarion Securities LLC | 1,414,311 | $94.3M | 1.67% | +211,167+17.6% | Added |
| Magellan Asset Management Ltd | 1,412,524 | $94.1M | 1.03% | −92,482−6.1% | Reduced |
| Macquarie Group Ltd | 1,416,373 | $93.6M | 0.11% | +98,698+7.5% | Added |
| California Public Employees Retirement System | 1,374,324 | $91.6M | 0.06% | +24,399+1.8% | Added |
| Dimensional Fund Advisors LP | 1,367,975 | $91.2M | 0.02% | +54,054+4.1% | Added |
| Zimmer Partners, LP | 1,337,928 | $89.2M | 1.55% | +1,337,928 | New |
| Lord, Abbett & Co. LLC | 1,331,828 | $88.8M | 0.28% | −3,488−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $88.6M | 0.16% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 1,278,281 | $85.2M | 2.25% | −51,117−3.8% | Reduced |
| UBS Group AG | 1,214,835 | $81.0M | 0.02% | +343,638+39.4% | Added |
| Brookfield Asset Management Inc. | 1,126,816 | $75.1M | 0.45% | −72,995−6.1% | Reduced |
| Prudential Financial Inc | 1,115,524 | $74.3M | 0.10% | +753,182+207.9% | Added |
| Standard Life Aberdeen plc | 980,651 | $65.1M | 0.12% | +12,550+1.3% | Added |
| Royal Bank of Canada | 945,745 | $63.0M | 0.01% | +41,650+4.6% | Added |
| First Trust Advisors LP | 878,791 | $58.6M | 0.05% | −41,738−4.5% | Reduced |
| Envestnet Asset Management Inc | 854,716 | $57.0M | 0.02% | +15,918+1.9% | Added |
| Barclays PLC | 846,296 | $56.4M | 0.03% | +237,409+39.0% | Added |
| Swiss National Bank | 844,000 | $56.3M | 0.04% | −42,400−4.8% | Reduced |
| Fisher Funds Management LTD | 811,746 | $53.9M | 1.30% | +811,746 | New |
| UniSuper Management Pty Ltd | 802,890 | $53.5M | 0.38% | +7,544+0.9% | Added |
| Railway Pension Investments Ltd | 790,900 | $52.7M | 0.70% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 755,162 | $50.3M | 0.03% | +32,474+4.5% | Added |
| Assenagon Asset Management S.A. | 700,135 | $46.7M | 0.08% | +618,767+760.5% | Added |
| Capital International Investors | 697,348 | $46.5M | 0.01% | +2870.0% | Added |
| Partners Group Holding AG | 657,749 | $43.8M | 1.57% | −76,529−10.4% | Reduced |
| HSBC Holdings PLC | 634,749 | $42.3M | 0.03% | −37,100−5.5% | Reduced |
| Rhumbline Advisers | 634,195 | $42.3M | 0.04% | −9,710−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 630,996 | $42.1M | 0.03% | +80,051+14.5% | Added |
| Aviva PLC | 623,267 | $41.5M | 0.11% | +6,816+1.1% | Added |
| Energy Income Partners, LLC | 611,731 | $40.8M | 0.84% | −119,639−16.4% | Reduced |
| Bank of Montreal | 611,311 | $40.7M | 0.02% | −466,388−43.3% | Reduced |
| Citigroup Inc | 604,954 | $40.3M | 0.04% | −60,223−9.1% | Reduced |
| FMR LLC | 594,120 | $39.6M | 0.00% | +298,482+101.0% | Added |
| Bahl & Gaynor Inc | 589,734 | $39.3M | 0.21% | +35,212+6.3% | Added |
| STRS Ohio | 574,849 | $38.3M | 0.15% | +14,950+2.7% | Added |
| TD Asset Management Inc | 569,086 | $37.9M | 0.03% | −8,534−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 564,087 | $37.6M | 0.23% | −2,262−0.4% | Reduced |
| Miller Howard Investments Inc | 563,806 | $37.6M | 1.24% | −91,252−13.9% | Reduced |
| Canada Pension Plan Investment Board | 546,623 | $36.4M | 0.03% | −15,217−2.7% | Reduced |
| Janus Henderson Group PLC | 539,887 | $36.0M | 0.02% | +60,684+12.7% | Added |
| 1832 Asset Management L.P. | 536,568 | $35.8M | 0.06% | −106,839−16.6% | Reduced |
| Victory Capital Management Inc | 524,997 | $35.0M | 0.03% | −37,228−6.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 478,444 | $31.9M | 0.03% | +46,269+10.7% | Added |
| M&T Bank Corp | 475,951 | $31.7M | 0.11% | −7,264−1.5% | Reduced |
| Principal Financial Group Inc | 410,908 | $27.4M | 0.01% | +2,577+0.6% | Added |
| Ensign Peak Advisors, Inc | 407,880 | $27.2M | 0.05% | −54,315−11.8% | Reduced |
| National Pension Service | 390,766 | $26.0M | 0.02% | −46,409−10.6% | Reduced |
| RWC Asset Management LLP | 373,757 | $24.9M | 1.25% | +15,484+4.3% | Added |
| Raymond James Financial Inc | 367,299 | $24.5M | 0.01% | +367,299 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 360,865 | $24.1M | 0.05% | +360,865 | New |
| Tortoise Capital Advisors, L.L.C. | 359,738 | $24.0M | 0.31% | +29,808+9.0% | Added |
| Schroder Investment Management Group | 355,781 | $23.7M | 0.02% | −120.0% | Reduced |
| California State Teachers Retirement System | 355,169 | $23.7M | 0.03% | −15,927−4.3% | Reduced |
| Renaissance Technologies LLC | 347,600 | $23.2M | 0.03% | +299,000+615.2% | Added |
| Public Employees Retirement Association of Colorado | 345,637 | $23.0M | 0.09% | −2,784−0.8% | Reduced |
| Alliancebernstein L.P. | 341,982 | $22.8M | 0.01% | +1,408+0.4% | Added |
| Russell Investments Group, Ltd. | 337,192 | $22.5M | 0.03% | −44,607−11.7% | Reduced |
| APG Asset Management N.V. | 342,776 | $22.1M | 0.06% | −246,889−41.9% | Reduced |
| Millennium Management LLC | 320,877 | $21.4M | 0.02% | +200,036+165.5% | Added |
| Rockefeller Capital Management L.P. | 320,617 | $21.4M | 0.06% | −245,408−43.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 315,593 | $21.0M | 0.35% | +315,593 | New |
| Allspring Global Investments Holdings, LLC | 312,656 | $20.8M | 0.03% | +61,542+24.5% | Added |
| AQR Capital Management LLC | 309,963 | $20.7M | 0.03% | +64,164+26.1% | Added |
| State Board of Administration of Florida Retirement System | 309,568 | $20.6M | 0.04% | −24,058−7.2% | Reduced |
| Capital Group Private Client Services, Inc. | 306,982 | $20.5M | 0.19% | +903+0.3% | Added |
| HITE Hedge Asset Management LLC | 297,186 | $19.8M | 1.45% | −58,380−16.4% | Reduced |
| State of Wisconsin Investment Board | 293,726 | $19.6M | 0.05% | −25,433−8.0% | Reduced |
| Avalon Trust Co | 289,540 | $19.3M | 1.37% | −410−0.1% | Reduced |