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 |
|---|---|---|---|---|---|
| Prudential PLC | 17,101 | $1.14M | 0.01% | −10,375−37.8% | Reduced |
| Neuberger Berman Group LLC | 17,177 | $1.14M | 0.00% | +454+2.7% | Added |
| USS Investment Management Ltd | 17,559 | $1.17M | 0.01% | −42,048−70.5% | Reduced |
| Metis Global Partners, LLC | 17,782 | $1.19M | 0.04% | −541−3.0% | Reduced |
| Ramirez Asset Management, Inc. | 17,818 | $1.19M | 0.24% | 00.0% | Unchanged |
| Inceptionr LLC | 17,876 | $1.19M | 0.27% | +17,876 | New |
| Woodline Partners LP | 17,943 | $1.20M | 0.01% | +17,943 | New |
| Atria Investments LLC | 18,008 | $1.20M | 0.01% | −4,526−20.1% | Reduced |
| Cim, LLC | 18,068 | $1.20M | 0.17% | +346+2.0% | Added |
| Hartford Investment Management Co | 18,401 | $1.23M | 0.04% | −630−3.3% | Reduced |
| Ninepoint Partners LP | 18,535 | $1.24M | 0.20% | +3,113+20.2% | Added |
| Avantax Advisory Services, Inc. | 18,994 | $1.27M | 0.01% | −7,300−27.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,250 | $1.28M | 0.01% | −25,412−56.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,406 | $1.29M | 0.10% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 19,538 | $1.30M | 0.11% | +852+4.6% | Added |
| Advisors Asset Management, Inc. | 19,718 | $1.31M | 0.02% | −635−3.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 19,880 | $1.33M | 0.01% | +2,857+16.8% | Added |
| Opus Investment Management Inc | 20,000 | $1.33M | 0.98% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 20,133 | $1.34M | 0.06% | +5,662+39.1% | Added |
| Kentucky Retirement Systems | 20,528 | $1.37M | 0.04% | −283−1.4% | Reduced |
| Mercer Global Advisors Inc | 20,544 | $1.37M | 0.00% | −2,437−10.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,196 | $1.41M | 0.00% | +70.0% | Added |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.47M | 0.18% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 22,171 | $1.48M | 0.01% | 00.0% | Unchanged |
| Tredje AP-fonden | 22,736 | $1.52M | 0.01% | −22,735−50.0% | Reduced |
| Gulf International Bank (UK) Ltd | 22,836 | $1.52M | 0.04% | −220−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 23,054 | $1.54M | 0.00% | +23,054 | New |
| Nicholson Wealth Management Group, LLC | 23,163 | $1.54M | 1.03% | +6,742+41.1% | Added |
| HB Wealth Management, LLC | 23,254 | $1.55M | 0.02% | +3,041+15.0% | Added |
| Tower Research Capital LLC (TRC) | 23,485 | $1.57M | 0.03% | +2,753+13.3% | Added |
| Crossmark Global Holdings, Inc. | 23,520 | $1.57M | 0.03% | −6,603−21.9% | Reduced |
| Sciencast Management LP | 24,229 | $1.61M | 0.44% | +3,561+17.2% | Added |
| Ontario Teachers Pension Plan Board | 25,277 | $1.68M | 0.02% | +5,835+30.0% | Added |
| KBC Group NV | 25,342 | $1.69M | 0.00% | +4,806+23.4% | Added |
| Oregon Public Employees Retirement Fund | 25,624 | $1.71M | 0.03% | −45−0.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 25,948 | $1.73M | 0.03% | −220−0.8% | Reduced |
| Mackenzie Financial Corp | 25,977 | $1.73M | 0.00% | −86−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 27,833 | $1.74M | 0.00% | +8,109+41.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,059 | $1.74M | 0.01% | +5,629+27.6% | Added |
| Gateway Investment Advisers LLC | 26,125 | $1.74M | 0.02% | −50.0% | Reduced |
| Pathstone Holdings, LLC | 26,271 | $1.75M | 0.01% | +1,761+7.2% | Added |
| Wedge Capital Management L L P | 26,340 | $1.76M | 0.03% | −4,220−13.8% | Reduced |
| First Manhattan Co | 26,399 | $1.76M | 0.01% | −1,050−3.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26,808 | $1.79M | 0.36% | +9,727+56.9% | Added |
| Cerity Partners LLC | 26,145 | $1.80M | 0.00% | −421−1.6% | Reduced |
| GWM Advisors LLC | 27,216 | $1.81M | 0.01% | −110.0% | Reduced |
| Gamco Investors, Inc. Et Al | 27,450 | $1.83M | 0.02% | −100−0.4% | Reduced |
| Achmea Investment Management B.V. | 27,702 | $1.85M | 0.03% | +2,882+11.6% | Added |
| Mizuho Securities USA LLC | 28,318 | $1.89M | 0.03% | +8,947+46.2% | Added |
| Capital International Sarl | 28,413 | $1.89M | 0.04% | −1,133−3.8% | Reduced |
| Baird Financial Group, Inc. | 28,625 | $1.91M | 0.00% | +124+0.4% | Added |
| Tudor Investment Corp Et Al | 28,870 | $1.92M | 0.02% | +28,870 | New |
| Wolverine Trading, LLC | 29,076 | $1.94M | 0.04% | −766−2.6% | Reduced |
| WealthTrust Axiom LLC | 30,100 | $2.01M | 0.60% | 00.0% | Unchanged |
| CWM Advisors, LLC | 30,155 | $2.01M | 0.22% | −212−0.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 30,268 | $2.02M | 0.29% | +30,268 | New |
| Steward Partners Investment Advisory, LLC | 30,374 | $2.02M | 0.02% | +3,723+14.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,271 | $2.08M | 0.00% | +1,451+4.9% | Added |
| Colony Group, LLC | 31,738 | $2.12M | 0.01% | +6,016+23.4% | Added |
| Elo Mutual Pension Insurance Co | 31,793 | $2.12M | 0.05% | +5,266+19.9% | Added |
| Sigma Planning Corp | 31,903 | $2.13M | 0.07% | −1,830−5.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 36,379 | $2.23M | 0.01% | −17,373−32.3% | Reduced |
| Rafferty Asset Management, LLC | 33,537 | $2.24M | 0.01% | −884−2.6% | Reduced |
| Fifth Third Bancorp | 33,585 | $2.24M | 0.01% | −1,277−3.7% | Reduced |
| Cetera Investment Advisers | 33,991 | $2.27M | 0.00% | +2,440+7.7% | Added |
| Brinker Capital Investments, LLC | 33,991 | $2.27M | 0.02% | +6,451+23.4% | Added |
| Orion Portfolio Solutions, LLC | 33,991 | $2.27M | 0.02% | +6,451+23.4% | Added |
| State of Alaska, Department of Revenue | 34,065 | $2.27M | 0.03% | −2,763−7.5% | Reduced |
| Janney Montgomery Scott LLC | 35,766 | $2.38M | 0.01% | −532−1.5% | Reduced |
| Mutual of America Capital Management LLC | 35,788 | $2.39M | 0.03% | −993−2.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 36,496 | $2.43M | 0.01% | +2,596+7.7% | Added |
| Sanctuary Advisors, LLC | 36,845 | $2.44M | 0.02% | +1,941+5.6% | Added |
| JustInvest LLC | 36,669 | $2.44M | 0.04% | +5,434+17.4% | Added |
| J. Safra Sarasin Holding AG | 37,511 | $2.50M | 0.04% | +37,511 | New |
| ING Groep NV | 38,161 | $2.54M | 0.02% | −1,791−4.5% | Reduced |
| Nissay Asset Management Corp | 38,266 | $2.57M | 0.02% | −1,409−3.6% | Reduced |
| Mariner, LLC | 38,738 | $2.58M | 0.00% | +4,978+14.7% | Added |
| Private Advisor Group, LLC | 38,811 | $2.59M | 0.01% | −29−0.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 39,643 | $2.64M | 0.17% | −86,024−68.5% | Reduced |
| Intech Investment Management LLC | 39,964 | $2.66M | 0.03% | −131,703−76.7% | Reduced |
| New York Life Investment Management LLC | 39,997 | $2.67M | 0.03% | +302+0.8% | Added |
| Polymer Capital Management (US) LLC | 40,000 | $2.67M | 0.85% | +40,000 | New |
| Creative Planning | 40,843 | $2.72M | 0.00% | +7,582+22.8% | Added |
| Xponance, Inc. | 41,357 | $2.76M | 0.03% | +103+0.2% | Added |
| Captrust Financial Advisors | 41,395 | $2.76M | 0.01% | +470+1.1% | Added |
| Atom Investors LP | 41,902 | $2.79M | 0.35% | +38,214+1,036.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 42,944 | $2.86M | 0.03% | +42,944 | New |
| ProShare Advisors LLC | 45,292 | $3.02M | 0.01% | +5,614+14.1% | Added |
| Bank of Nova Scotia | 45,898 | $3.06M | 0.01% | +1,588+3.6% | Added |
| CIBC World Markets Corp | 47,160 | $3.14M | 0.02% | +6,624+16.3% | Added |
| Agf Management Ltd | 47,402 | $3.16M | 0.02% | +1,182+2.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,211 | $3.21M | 0.03% | −402−0.8% | Reduced |
| Guggenheim Capital LLC | 48,264 | $3.22M | 0.03% | +4,293+9.8% | Added |
| Mesirow Institutional Investment Management, Inc. | 48,796 | $3.25M | 0.25% | +1,135+2.4% | Added |
| Lazard Asset Management LLC | 48,965 | $3.26M | 0.00% | −678−1.4% | Reduced |
| Utah Retirement Systems | 49,208 | $3.28M | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 49,598 | $3.31M | 0.03% | +26,132+111.4% | Added |
| Daiwa Securities Group Inc. | 51,000 | $3.40M | 0.02% | +113+0.2% | Added |
| Two Sigma Investments, LP | 51,075 | $3.40M | 0.01% | +51,075 | New |
| B. Metzler seel. Sohn & Co. AG | 51,106 | $3.41M | 0.04% | −58,431−53.3% | Reduced |