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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 52,009 | $3.47M | 0.02% | +21,737+71.8% | Added |
| WBI Investments | 53,719 | $3.58M | 0.89% | +32,772+156.5% | Added |
| Yousif Capital Management, LLC | 53,774 | $3.58M | 0.04% | +748+1.4% | Added |
| Bessemer Group Inc | 54,273 | $3.62M | 0.01% | +77+0.1% | Added |
| Pacer Advisors, Inc. | 57,148 | $3.81M | 0.01% | −20,971−26.8% | Reduced |
| British Columbia Investment Management Corp | 57,210 | $3.81M | 0.02% | +7,374+14.8% | Added |
| Amalgamated Bank | 57,431 | $3.83M | 0.03% | −1,217−2.1% | Reduced |
| Panagora Asset Management Inc | 58,163 | $3.88M | 0.02% | −73,589−55.9% | Reduced |
| First Citizens Bank & Trust Co | 58,936 | $3.93M | 0.07% | −1,761−2.9% | Reduced |
| Edgestream Partners, L.P. | 60,335 | $4.02M | 0.17% | +30,667+103.4% | Added |
| CI Private Wealth, LLC | 61,097 | $4.07M | 0.01% | +1,451+2.4% | Added |
| Canada Post Corp Registered Pension Plan | 61,250 | $4.08M | 0.24% | +61,250 | New |
| Wealth Enhancement Advisory Services, LLC | 61,467 | $4.10M | 0.01% | −52,369−46.0% | Reduced |
| Forsta Ap-Fonden | 61,600 | $4.11M | 0.03% | +400+0.7% | Added |
| Benjamin Edwards Inc | 62,953 | $4.20M | 0.06% | −547−0.9% | Reduced |
| Retirement Systems of Alabama | 64,691 | $4.31M | 0.02% | −513−0.8% | Reduced |
| Czech National Bank | 64,783 | $4.32M | 0.04% | +3,929+6.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 67,165 | $4.48M | 0.12% | +28,206+72.4% | Added |
| BTG Pactual Asset Management US LLC | 67,374 | $4.49M | 0.58% | +67,374 | New |
| SilverOak Wealth Management LLC | 68,838 | $4.59M | 0.99% | +130.0% | Added |
| Hilltop Holdings Inc. | 69,277 | $4.62M | 0.29% | +357+0.5% | Added |
| Stifel Financial Corp | 70,483 | $4.70M | 0.00% | −20,446−22.5% | Reduced |
| Corebridge Financial, Inc. | 70,739 | $4.71M | 0.03% | −3,423−4.6% | Reduced |
| Logan Capital Management Inc | 71,182 | $4.74M | 0.20% | −2,469−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 73,518 | $4.90M | 0.00% | −2,067−2.7% | Reduced |
| SG Americas Securities, LLC | 76,346 | $5.09M | 0.02% | −76,819−50.2% | Reduced |
| Bokf, NA | 78,376 | $5.10M | 0.09% | −42,453−35.1% | Reduced |
| Commonwealth Equity Services, LLC | 76,560 | $5.10M | 0.01% | +392+0.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 76,783 | $5.12M | 0.02% | −2,286−2.9% | Reduced |
| Public Sector Pension Investment Board | 77,575 | $5.17M | 0.02% | +25,390+48.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,132 | $5.21M | 0.01% | +6,572+9.2% | Added |
| MetLife Investment Management | 79,057 | $5.27M | 0.03% | +1,403+1.8% | Added |
| American Century Companies Inc | 79,439 | $5.29M | 0.00% | −201,172−71.7% | Reduced |
| Graham Capital Management, L.P. | 79,691 | $5.31M | 0.16% | +32,611+69.3% | Added |
| First American Bank | 79,851 | $5.32M | 0.37% | +1,673+2.1% | Added |
| Swiss Life Asset Management Ltd | 80,371 | $5.35M | 0.04% | +62,635+353.2% | Added |
| Nomura Holdings Inc | 80,864 | $5.39M | 0.03% | +80,864 | New |
| State of Michigan Retirement System | 81,099 | $5.41M | 0.03% | −300−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 81,934 | $5.46M | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 82,015 | $5.47M | 0.93% | −44,165−35.0% | Reduced |
| IFM Investors Pty Ltd | 82,459 | $5.50M | 0.06% | +408+0.5% | Added |
| Wellington Management Group LLP | 85,481 | $5.70M | 0.00% | −1,150−1.3% | Reduced |
| Arizona State Retirement System | 86,766 | $5.78M | 0.04% | +1,208+1.4% | Added |
| Assetmark, Inc | 88,891 | $5.92M | 0.02% | +5,715+6.9% | Added |
| Voya Investment Management LLC | 90,316 | $6.02M | 0.01% | −5,252−5.5% | Reduced |
| Van Eck Associates Corp | 92,899 | $6.19M | 0.01% | +10,470+12.7% | Added |
| GQG Partners LLC | 94,026 | $6.27M | 0.01% | −3,309,728−97.2% | Reduced |
| HighTower Advisors, LLC | 94,032 | $6.27M | 0.01% | +2,445+2.7% | Added |
| Intact Investment Management Inc. | 95,700 | $6.38M | 0.22% | +22,740+31.2% | Added |
| Qube Research & Technologies Ltd | 96,208 | $6.41M | 0.01% | +11,195+13.2% | Added |
| SEI Investments Co | 96,715 | $6.45M | 0.01% | −8,723−8.3% | Reduced |
| Nomura Asset Management Co Ltd | 96,803 | $6.45M | 0.02% | +8,834+10.0% | Added |
| Sterling Capital Management LLC | 101,823 | $6.79M | 0.09% | −52,782−34.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 103,493 | $6.90M | 0.04% | −3,426−3.2% | Reduced |
| Wexford Capital LP | 108,143 | $7.21M | 1.84% | +108,143 | New |
| Credit Agricole S A | 110,552 | $7.37M | 0.02% | +32,728+42.1% | Added |
| Mn Services Vermogensbeheer B.V. | 113,769 | $7.58M | 0.05% | +1,900+1.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 115,341 | $7.69M | 0.02% | +93,742+434.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 116,370 | $7.72M | 0.09% | +39,950+52.3% | Added |
| NewSquare Capital LLC | 118,266 | $7.76M | 0.62% | −285−0.2% | Reduced |
| Toroso Investments, LLC | 116,953 | $7.79M | 0.06% | +97,173+491.3% | Added |
| Andra AP-fonden | 119,400 | $7.96M | 0.13% | +119,400 | New |
| Mattern Capital Management, LLC | 120,921 | $8.06M | 1.05% | −2,551−2.1% | Reduced |
| AMF Pensionsforsakring AB | 121,251 | $8.09M | 0.06% | −675,631−84.8% | Reduced |
| Contravisory Investment Management, Inc. | 122,258 | $8.15M | 1.74% | +122,258 | New |
| Howe & Rusling Inc | 126,028 | $8.40M | 0.72% | −2,495−1.9% | Reduced |
| Crestline Management, LP | 128,797 | $8.58M | 0.30% | −41,164−24.2% | Reduced |
| Comerica Bank | 129,095 | $8.60M | 0.03% | −2,031−1.5% | Reduced |
| CIBC Asset Management Inc | 130,647 | $8.69M | 0.03% | +1,469+1.1% | Added |
| Treasurer of the State of North Carolina | 130,880 | $8.72M | 0.03% | +820+0.6% | Added |
| Illinois Municipal Retirement Fund | 131,614 | $8.77M | 0.12% | −42,639−24.5% | Reduced |
| Brasada Capital Management, LP | 135,830 | $8.83M | 1.57% | +745+0.6% | Added |
| KLP Kapitalforvaltning AS | 132,600 | $8.84M | 0.04% | +132,600 | New |
| State of Tennessee, Treasury Department | 137,514 | $9.17M | 0.03% | −5,800−4.0% | Reduced |
| New York State Common Retirement Fund | 140,209 | $9.34M | 0.01% | −10,000−6.7% | Reduced |
| Engineers Gate Manager LP | 146,348 | $9.75M | 0.17% | +134,872+1,175.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 147,960 | $9.86M | 0.69% | +41,207+38.6% | Added |
| Wealthfront Advisers LLC | 151,019 | $10.1M | 0.03% | +72,754+93.0% | Added |
| Westwood Holdings Group Inc. | 155,241 | $10.3M | 0.08% | +2,641+1.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 156,788 | $10.4M | 0.03% | −3,378−2.1% | Reduced |
| DnB Asset Management AS | 157,466 | $10.5M | 0.05% | +85,756+119.6% | Added |
| First American Trust, FSB | 159,595 | $10.6M | 1.06% | −1,261−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 160,367 | $10.7M | 0.04% | −1,037−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 163,974 | $10.9M | 0.04% | −348−0.2% | Reduced |
| Verition Fund Management LLC | 164,577 | $11.0M | 0.06% | +61,242+59.3% | Added |
| Omers Administration Corp | 164,728 | $11.0M | 0.10% | +2,108+1.3% | Added |
| Toronto Dominion Bank | 165,847 | $11.1M | 0.02% | −13,376−7.5% | Reduced |
| Nicholas Company, Inc. | 167,590 | $11.2M | 0.18% | −85−0.1% | Reduced |
| Hennessy Advisors Inc | 170,698 | $11.4M | 0.34% | +4,500+2.7% | Added |
| Susquehanna International Group, LLP | 172,364 | $11.5M | 0.02% | +34,114+24.7% | Added |
| Covea Finance | 177,300 | $11.8M | 0.53% | −7,000−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 185,894 | $12.4M | 0.01% | −3,548−1.9% | Reduced |
| Great West Life Assurance Co | 186,441 | $12.4M | 0.02% | −9,676−4.9% | Reduced |
| Korea Investment CORP | 186,976 | $12.5M | 0.03% | −80,700−30.1% | Reduced |
| Asset Management One Co.,Ltd. | 185,949 | $12.5M | 0.04% | +11,100+6.3% | Added |
| Cidel Asset Management Inc | 190,789 | $12.7M | 0.86% | −50,262−20.9% | Reduced |
| Gabelli Funds LLC | 191,317 | $12.8M | 0.10% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 201,019 | $13.4M | 0.05% | −63,522−24.0% | Reduced |
| Allianz Asset Management GmbH | 204,922 | $13.7M | 0.02% | +560.0% | Added |
| Natixis Advisors, L.P. | 209,961 | $14.0M | 0.03% | +21,515+11.4% | Added |