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 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 212,969 | $14.2M | 0.01% | −2,106,339−90.8% | Reduced |
| AE Wealth Management LLC | 215,595 | $14.4M | 0.12% | +12,752+6.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 222,072 | $14.8M | 0.03% | −1,298−0.6% | Reduced |
| Hudson Bay Capital Management LP | 223,967 | $14.9M | 0.09% | +7,746+3.6% | Added |
| Artemis Investment Management LLP | 225,134 | $15.0M | 0.21% | −158,533−41.3% | Reduced |
| D. E. Shaw & Co., Inc. | 229,663 | $15.3M | 0.02% | −122,577−34.8% | Reduced |
| Summit Global Investments | 232,648 | $15.5M | 0.97% | +232,648 | New |
| US Bancorp | 233,228 | $15.5M | 0.02% | −5,262−2.2% | Reduced |
| Keybank National Association | 234,866 | $15.7M | 0.06% | −2,395−1.0% | Reduced |
| Epoch Investment Partners, Inc. | 245,934 | $16.4M | 0.08% | −4,218−1.7% | Reduced |
| Beck Bode, LLC | 248,803 | $16.6M | 3.03% | +21,781+9.6% | Added |
| New York State Teachers Retirement System | 252,541 | $16.8M | 0.04% | −14,485−5.4% | Reduced |
| LPL Financial LLC | 257,150 | $17.1M | 0.01% | −17,292−6.3% | Reduced |
| National Bank of Canada | 265,363 | $17.7M | 0.02% | −627,371−70.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 279,161 | $18.6M | 0.03% | +272,600+4,154.9% | Added |
| Bruce & Co., Inc. | 286,000 | $19.1M | 6.12% | −24,000−7.7% | Reduced |
| Avalon Trust Co | 289,540 | $19.3M | 1.37% | −410−0.1% | Reduced |
| State of Wisconsin Investment Board | 293,726 | $19.6M | 0.05% | −25,433−8.0% | Reduced |
| HITE Hedge Asset Management LLC | 297,186 | $19.8M | 1.45% | −58,380−16.4% | Reduced |
| Capital Group Private Client Services, Inc. | 306,982 | $20.5M | 0.19% | +903+0.3% | Added |
| State Board of Administration of Florida Retirement System | 309,568 | $20.6M | 0.04% | −24,058−7.2% | Reduced |
| AQR Capital Management LLC | 309,963 | $20.7M | 0.03% | +64,164+26.1% | Added |
| Allspring Global Investments Holdings, LLC | 312,656 | $20.8M | 0.03% | +61,542+24.5% | Added |
| Susquehanna Fundamental Investments, LLC | 315,593 | $21.0M | 0.35% | +315,593 | New |
| Rockefeller Capital Management L.P. | 320,617 | $21.4M | 0.06% | −245,408−43.4% | Reduced |
| Millennium Management LLC | 320,877 | $21.4M | 0.02% | +200,036+165.5% | Added |
| APG Asset Management N.V. | 342,776 | $22.1M | 0.06% | −246,889−41.9% | Reduced |
| Russell Investments Group, Ltd. | 337,192 | $22.5M | 0.03% | −44,607−11.7% | Reduced |
| Alliancebernstein L.P. | 341,982 | $22.8M | 0.01% | +1,408+0.4% | Added |
| Public Employees Retirement Association of Colorado | 345,637 | $23.0M | 0.09% | −2,784−0.8% | Reduced |
| Renaissance Technologies LLC | 347,600 | $23.2M | 0.03% | +299,000+615.2% | Added |
| California State Teachers Retirement System | 355,169 | $23.7M | 0.03% | −15,927−4.3% | Reduced |
| Schroder Investment Management Group | 355,781 | $23.7M | 0.02% | −120.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 359,738 | $24.0M | 0.31% | +29,808+9.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 360,865 | $24.1M | 0.05% | +360,865 | New |
| Raymond James Financial Inc | 367,299 | $24.5M | 0.01% | +367,299 | New |
| RWC Asset Management LLP | 373,757 | $24.9M | 1.25% | +15,484+4.3% | Added |
| National Pension Service | 390,766 | $26.0M | 0.02% | −46,409−10.6% | Reduced |
| Ensign Peak Advisors, Inc | 407,880 | $27.2M | 0.05% | −54,315−11.8% | Reduced |
| Principal Financial Group Inc | 410,908 | $27.4M | 0.01% | +2,577+0.6% | Added |
| M&T Bank Corp | 475,951 | $31.7M | 0.11% | −7,264−1.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 478,444 | $31.9M | 0.03% | +46,269+10.7% | Added |
| Victory Capital Management Inc | 524,997 | $35.0M | 0.03% | −37,228−6.6% | Reduced |
| 1832 Asset Management L.P. | 536,568 | $35.8M | 0.06% | −106,839−16.6% | Reduced |
| Janus Henderson Group PLC | 539,887 | $36.0M | 0.02% | +60,684+12.7% | Added |
| Canada Pension Plan Investment Board | 546,623 | $36.4M | 0.03% | −15,217−2.7% | Reduced |
| Miller Howard Investments Inc | 563,806 | $37.6M | 1.24% | −91,252−13.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 564,087 | $37.6M | 0.23% | −2,262−0.4% | Reduced |
| TD Asset Management Inc | 569,086 | $37.9M | 0.03% | −8,534−1.5% | Reduced |
| STRS Ohio | 574,849 | $38.3M | 0.15% | +14,950+2.7% | Added |
| Bahl & Gaynor Inc | 589,734 | $39.3M | 0.21% | +35,212+6.3% | Added |
| FMR LLC | 594,120 | $39.6M | 0.00% | +298,482+101.0% | Added |
| Citigroup Inc | 604,954 | $40.3M | 0.04% | −60,223−9.1% | Reduced |
| Bank of Montreal | 611,311 | $40.7M | 0.02% | −466,388−43.3% | Reduced |
| Energy Income Partners, LLC | 611,731 | $40.8M | 0.84% | −119,639−16.4% | Reduced |
| Aviva PLC | 623,267 | $41.5M | 0.11% | +6,816+1.1% | Added |
| BNP Paribas Arbitrage, SA | 630,996 | $42.1M | 0.03% | +80,051+14.5% | Added |
| Rhumbline Advisers | 634,195 | $42.3M | 0.04% | −9,710−1.5% | Reduced |
| HSBC Holdings PLC | 634,749 | $42.3M | 0.03% | −37,100−5.5% | Reduced |
| Partners Group Holding AG | 657,749 | $43.8M | 1.57% | −76,529−10.4% | Reduced |
| Capital International Investors | 697,348 | $46.5M | 0.01% | +2870.0% | Added |
| Assenagon Asset Management S.A. | 700,135 | $46.7M | 0.08% | +618,767+760.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 755,162 | $50.3M | 0.03% | +32,474+4.5% | Added |
| Railway Pension Investments Ltd | 790,900 | $52.7M | 0.70% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 802,890 | $53.5M | 0.38% | +7,544+0.9% | Added |
| Fisher Funds Management LTD | 811,746 | $53.9M | 1.30% | +811,746 | New |
| Swiss National Bank | 844,000 | $56.3M | 0.04% | −42,400−4.8% | Reduced |
| Barclays PLC | 846,296 | $56.4M | 0.03% | +237,409+39.0% | Added |
| Envestnet Asset Management Inc | 854,716 | $57.0M | 0.02% | +15,918+1.9% | Added |
| First Trust Advisors LP | 878,791 | $58.6M | 0.05% | −41,738−4.5% | Reduced |
| Royal Bank of Canada | 945,745 | $63.0M | 0.01% | +41,650+4.6% | Added |
| Standard Life Aberdeen plc | 980,651 | $65.1M | 0.12% | +12,550+1.3% | Added |
| Prudential Financial Inc | 1,115,524 | $74.3M | 0.10% | +753,182+207.9% | Added |
| Brookfield Asset Management Inc. | 1,126,816 | $75.1M | 0.45% | −72,995−6.1% | Reduced |
| UBS Group AG | 1,214,835 | $81.0M | 0.02% | +343,638+39.4% | Added |
| Reaves W H & Co Inc | 1,278,281 | $85.2M | 2.25% | −51,117−3.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $88.6M | 0.16% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 1,331,828 | $88.8M | 0.28% | −3,488−0.3% | Reduced |
| Zimmer Partners, LP | 1,337,928 | $89.2M | 1.55% | +1,337,928 | New |
| Dimensional Fund Advisors LP | 1,367,975 | $91.2M | 0.02% | +54,054+4.1% | Added |
| California Public Employees Retirement System | 1,374,324 | $91.6M | 0.06% | +24,399+1.8% | Added |
| Macquarie Group Ltd | 1,416,373 | $93.6M | 0.11% | +98,698+7.5% | Added |
| Magellan Asset Management Ltd | 1,412,524 | $94.1M | 1.03% | −92,482−6.1% | Reduced |
| Cbre Clarion Securities LLC | 1,414,311 | $94.3M | 1.67% | +211,167+17.6% | Added |
| Duff & Phelps Investment Management Co | 1,433,047 | $95.5M | 1.14% | −109,620−7.1% | Reduced |
| iA Global Asset Management Inc. | 1,598,991 | $106.6M | 1.87% | +46,259+3.0% | Added |
| Nuveen Asset Management, LLC | 1,608,392 | $107.2M | 0.03% | +34,896+2.2% | Added |
| Truist Financial Corp | 1,621,562 | $108.1M | 0.17% | +147,540+10.0% | Added |
| Franklin Resources Inc | 1,827,152 | $121.8M | 0.03% | −918,027−33.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,879,271 | $125.3M | 0.02% | +56,882+3.1% | Added |
| Jennison Associates LLC | 1,931,605 | $128.7M | 0.08% | −27,892−1.4% | Reduced |
| Perpetual Ltd | 2,074,117 | $138.2M | 1.62% | −223,820−9.7% | Reduced |
| Bank of New York Mellon Corp | 2,285,627 | $152.3M | 0.03% | −6,314−0.3% | Reduced |
| Pictet Asset Management Holding SA | 2,483,489 | $165.5M | 0.18% | −279,586−10.1% | Reduced |
| ExodusPoint Capital Management, LP | 2,556,267 | $170.4M | 1.77% | +343,677+15.5% | Added |
| Norges Bank | 2,577,617 | $171.8M | 0.02% | +434,349+20.3% | Added |
| UBS Asset Management Americas Inc | 2,624,075 | $174.9M | 0.04% | +468,233+21.7% | Added |
| Amundi | 2,814,258 | $186.6M | 0.06% | −1,667,076−37.2% | Reduced |
| FIL Ltd | 2,938,084 | $195.8M | 0.18% | −10,189−0.3% | Reduced |
| Northern Trust Corp | 2,986,489 | $199.0M | 0.03% | +311,489+11.6% | Added |