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 |
|---|---|---|---|---|---|
| Bruce & Co., Inc. | 286,000 | $19.1M | 6.12% | −24,000−7.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 279,161 | $18.6M | 0.03% | +272,600+4,154.9% | Added |
| National Bank of Canada | 265,363 | $17.7M | 0.02% | −627,371−70.3% | Reduced |
| LPL Financial LLC | 257,150 | $17.1M | 0.01% | −17,292−6.3% | Reduced |
| New York State Teachers Retirement System | 252,541 | $16.8M | 0.04% | −14,485−5.4% | Reduced |
| Beck Bode, LLC | 248,803 | $16.6M | 3.03% | +21,781+9.6% | Added |
| Epoch Investment Partners, Inc. | 245,934 | $16.4M | 0.08% | −4,218−1.7% | Reduced |
| Keybank National Association | 234,866 | $15.7M | 0.06% | −2,395−1.0% | Reduced |
| US Bancorp | 233,228 | $15.5M | 0.02% | −5,262−2.2% | Reduced |
| Summit Global Investments | 232,648 | $15.5M | 0.97% | +232,648 | New |
| D. E. Shaw & Co., Inc. | 229,663 | $15.3M | 0.02% | −122,577−34.8% | Reduced |
| Artemis Investment Management LLP | 225,134 | $15.0M | 0.21% | −158,533−41.3% | Reduced |
| Hudson Bay Capital Management LP | 223,967 | $14.9M | 0.09% | +7,746+3.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 222,072 | $14.8M | 0.03% | −1,298−0.6% | Reduced |
| AE Wealth Management LLC | 215,595 | $14.4M | 0.12% | +12,752+6.3% | Added |
| T. Rowe Price Investment Management, Inc. | 212,969 | $14.2M | 0.01% | −2,106,339−90.8% | Reduced |
| Natixis Advisors, L.P. | 209,961 | $14.0M | 0.03% | +21,515+11.4% | Added |
| Allianz Asset Management GmbH | 204,922 | $13.7M | 0.02% | +560.0% | Added |
| Teacher Retirement System of Texas | 201,019 | $13.4M | 0.05% | −63,522−24.0% | Reduced |
| Gabelli Funds LLC | 191,317 | $12.8M | 0.10% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 190,789 | $12.7M | 0.86% | −50,262−20.9% | Reduced |
| Asset Management One Co.,Ltd. | 185,949 | $12.5M | 0.04% | +11,100+6.3% | Added |
| Korea Investment CORP | 186,976 | $12.5M | 0.03% | −80,700−30.1% | Reduced |
| Great West Life Assurance Co | 186,441 | $12.4M | 0.02% | −9,676−4.9% | Reduced |
| Manufacturers Life Insurance Company, The | 185,894 | $12.4M | 0.01% | −3,548−1.9% | Reduced |
| Covea Finance | 177,300 | $11.8M | 0.53% | −7,000−3.8% | Reduced |
| Susquehanna International Group, LLP | 172,364 | $11.5M | 0.02% | +34,114+24.7% | Added |
| Hennessy Advisors Inc | 170,698 | $11.4M | 0.34% | +4,500+2.7% | Added |
| Nicholas Company, Inc. | 167,590 | $11.2M | 0.18% | −85−0.1% | Reduced |
| Toronto Dominion Bank | 165,847 | $11.1M | 0.02% | −13,376−7.5% | Reduced |
| Omers Administration Corp | 164,728 | $11.0M | 0.10% | +2,108+1.3% | Added |
| Verition Fund Management LLC | 164,577 | $11.0M | 0.06% | +61,242+59.3% | Added |
| Nisa Investment Advisors, LLC | 163,974 | $10.9M | 0.04% | −348−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 160,367 | $10.7M | 0.04% | −1,037−0.6% | Reduced |
| First American Trust, FSB | 159,595 | $10.6M | 1.06% | −1,261−0.8% | Reduced |
| DnB Asset Management AS | 157,466 | $10.5M | 0.05% | +85,756+119.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 156,788 | $10.4M | 0.03% | −3,378−2.1% | Reduced |
| Westwood Holdings Group Inc. | 155,241 | $10.3M | 0.08% | +2,641+1.7% | Added |
| Wealthfront Advisers LLC | 151,019 | $10.1M | 0.03% | +72,754+93.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 147,960 | $9.86M | 0.69% | +41,207+38.6% | Added |
| Engineers Gate Manager LP | 146,348 | $9.75M | 0.17% | +134,872+1,175.3% | Added |
| New York State Common Retirement Fund | 140,209 | $9.34M | 0.01% | −10,000−6.7% | Reduced |
| State of Tennessee, Treasury Department | 137,514 | $9.17M | 0.03% | −5,800−4.0% | Reduced |
| KLP Kapitalforvaltning AS | 132,600 | $8.84M | 0.04% | +132,600 | New |
| Brasada Capital Management, LP | 135,830 | $8.83M | 1.57% | +745+0.6% | Added |
| Illinois Municipal Retirement Fund | 131,614 | $8.77M | 0.12% | −42,639−24.5% | Reduced |
| Treasurer of the State of North Carolina | 130,880 | $8.72M | 0.03% | +820+0.6% | Added |
| CIBC Asset Management Inc | 130,647 | $8.69M | 0.03% | +1,469+1.1% | Added |
| Comerica Bank | 129,095 | $8.60M | 0.03% | −2,031−1.5% | Reduced |
| Crestline Management, LP | 128,797 | $8.58M | 0.30% | −41,164−24.2% | Reduced |
| Howe & Rusling Inc | 126,028 | $8.40M | 0.72% | −2,495−1.9% | Reduced |
| Contravisory Investment Management, Inc. | 122,258 | $8.15M | 1.74% | +122,258 | New |
| AMF Pensionsforsakring AB | 121,251 | $8.09M | 0.06% | −675,631−84.8% | Reduced |
| Mattern Capital Management, LLC | 120,921 | $8.06M | 1.05% | −2,551−2.1% | Reduced |
| Andra AP-fonden | 119,400 | $7.96M | 0.13% | +119,400 | New |
| Toroso Investments, LLC | 116,953 | $7.79M | 0.06% | +97,173+491.3% | Added |
| NewSquare Capital LLC | 118,266 | $7.76M | 0.62% | −285−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 116,370 | $7.72M | 0.09% | +39,950+52.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 115,341 | $7.69M | 0.02% | +93,742+434.0% | Added |
| Mn Services Vermogensbeheer B.V. | 113,769 | $7.58M | 0.05% | +1,900+1.7% | Added |
| Credit Agricole S A | 110,552 | $7.37M | 0.02% | +32,728+42.1% | Added |
| Wexford Capital LP | 108,143 | $7.21M | 1.84% | +108,143 | New |
| Resona Asset Management Co.,Ltd. | 103,493 | $6.90M | 0.04% | −3,426−3.2% | Reduced |
| Sterling Capital Management LLC | 101,823 | $6.79M | 0.09% | −52,782−34.1% | Reduced |
| Nomura Asset Management Co Ltd | 96,803 | $6.45M | 0.02% | +8,834+10.0% | Added |
| SEI Investments Co | 96,715 | $6.45M | 0.01% | −8,723−8.3% | Reduced |
| Qube Research & Technologies Ltd | 96,208 | $6.41M | 0.01% | +11,195+13.2% | Added |
| Intact Investment Management Inc. | 95,700 | $6.38M | 0.22% | +22,740+31.2% | Added |
| HighTower Advisors, LLC | 94,032 | $6.27M | 0.01% | +2,445+2.7% | Added |
| GQG Partners LLC | 94,026 | $6.27M | 0.01% | −3,309,728−97.2% | Reduced |
| Van Eck Associates Corp | 92,899 | $6.19M | 0.01% | +10,470+12.7% | Added |
| Voya Investment Management LLC | 90,316 | $6.02M | 0.01% | −5,252−5.5% | Reduced |
| Assetmark, Inc | 88,891 | $5.92M | 0.02% | +5,715+6.9% | Added |
| Arizona State Retirement System | 86,766 | $5.78M | 0.04% | +1,208+1.4% | Added |
| Wellington Management Group LLP | 85,481 | $5.70M | 0.00% | −1,150−1.3% | Reduced |
| IFM Investors Pty Ltd | 82,459 | $5.50M | 0.06% | +408+0.5% | Added |
| New England Asset Management Inc | 82,015 | $5.47M | 0.93% | −44,165−35.0% | Reduced |
| State of New Jersey Common Pension Fund D | 81,934 | $5.46M | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 81,099 | $5.41M | 0.03% | −300−0.4% | Reduced |
| Nomura Holdings Inc | 80,864 | $5.39M | 0.03% | +80,864 | New |
| Swiss Life Asset Management Ltd | 80,371 | $5.35M | 0.04% | +62,635+353.2% | Added |
| First American Bank | 79,851 | $5.32M | 0.37% | +1,673+2.1% | Added |
| Graham Capital Management, L.P. | 79,691 | $5.31M | 0.16% | +32,611+69.3% | Added |
| American Century Companies Inc | 79,439 | $5.29M | 0.00% | −201,172−71.7% | Reduced |
| MetLife Investment Management | 79,057 | $5.27M | 0.03% | +1,403+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,132 | $5.21M | 0.01% | +6,572+9.2% | Added |
| Public Sector Pension Investment Board | 77,575 | $5.17M | 0.02% | +25,390+48.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 76,783 | $5.12M | 0.02% | −2,286−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 76,560 | $5.10M | 0.01% | +392+0.5% | Added |
| Bokf, NA | 78,376 | $5.10M | 0.09% | −42,453−35.1% | Reduced |
| SG Americas Securities, LLC | 76,346 | $5.09M | 0.02% | −76,819−50.2% | Reduced |
| The PNC Financial Services Group, Inc. | 73,518 | $4.90M | 0.00% | −2,067−2.7% | Reduced |
| Logan Capital Management Inc | 71,182 | $4.74M | 0.20% | −2,469−3.4% | Reduced |
| Corebridge Financial, Inc. | 70,739 | $4.71M | 0.03% | −3,423−4.6% | Reduced |
| Stifel Financial Corp | 70,483 | $4.70M | 0.00% | −20,446−22.5% | Reduced |
| Hilltop Holdings Inc. | 69,277 | $4.62M | 0.29% | +357+0.5% | Added |
| SilverOak Wealth Management LLC | 68,838 | $4.59M | 0.99% | +130.0% | Added |
| BTG Pactual Asset Management US LLC | 67,374 | $4.49M | 0.58% | +67,374 | New |
| Dai-Ichi Life Insurance Company, Ltd | 67,165 | $4.48M | 0.12% | +28,206+72.4% | Added |
| Czech National Bank | 64,783 | $4.32M | 0.04% | +3,929+6.5% | Added |