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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 64,691 | $4.31M | 0.02% | −513−0.8% | Reduced |
| Benjamin Edwards Inc | 62,953 | $4.20M | 0.06% | −547−0.9% | Reduced |
| Forsta Ap-Fonden | 61,600 | $4.11M | 0.03% | +400+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 61,467 | $4.10M | 0.01% | −52,369−46.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 61,250 | $4.08M | 0.24% | +61,250 | New |
| CI Private Wealth, LLC | 61,097 | $4.07M | 0.01% | +1,451+2.4% | Added |
| Edgestream Partners, L.P. | 60,335 | $4.02M | 0.17% | +30,667+103.4% | Added |
| First Citizens Bank & Trust Co | 58,936 | $3.93M | 0.07% | −1,761−2.9% | Reduced |
| Panagora Asset Management Inc | 58,163 | $3.88M | 0.02% | −73,589−55.9% | Reduced |
| Amalgamated Bank | 57,431 | $3.83M | 0.03% | −1,217−2.1% | Reduced |
| British Columbia Investment Management Corp | 57,210 | $3.81M | 0.02% | +7,374+14.8% | Added |
| Pacer Advisors, Inc. | 57,148 | $3.81M | 0.01% | −20,971−26.8% | Reduced |
| Bessemer Group Inc | 54,273 | $3.62M | 0.01% | +77+0.1% | Added |
| Yousif Capital Management, LLC | 53,774 | $3.58M | 0.04% | +748+1.4% | Added |
| WBI Investments | 53,719 | $3.58M | 0.89% | +32,772+156.5% | Added |
| Worldquant Millennium Advisors LLC | 52,009 | $3.47M | 0.02% | +21,737+71.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 51,106 | $3.41M | 0.04% | −58,431−53.3% | Reduced |
| Two Sigma Investments, LP | 51,075 | $3.40M | 0.01% | +51,075 | New |
| Daiwa Securities Group Inc. | 51,000 | $3.40M | 0.02% | +113+0.2% | Added |
| Quantinno Capital Management LP | 49,598 | $3.31M | 0.03% | +26,132+111.4% | Added |
| Utah Retirement Systems | 49,208 | $3.28M | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 48,965 | $3.26M | 0.00% | −678−1.4% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 48,796 | $3.25M | 0.25% | +1,135+2.4% | Added |
| Guggenheim Capital LLC | 48,264 | $3.22M | 0.03% | +4,293+9.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,211 | $3.21M | 0.03% | −402−0.8% | Reduced |
| Agf Management Ltd | 47,402 | $3.16M | 0.02% | +1,182+2.6% | Added |
| CIBC World Markets Corp | 47,160 | $3.14M | 0.02% | +6,624+16.3% | Added |
| Bank of Nova Scotia | 45,898 | $3.06M | 0.01% | +1,588+3.6% | Added |
| ProShare Advisors LLC | 45,292 | $3.02M | 0.01% | +5,614+14.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 42,944 | $2.86M | 0.03% | +42,944 | New |
| Atom Investors LP | 41,902 | $2.79M | 0.35% | +38,214+1,036.2% | Added |
| Captrust Financial Advisors | 41,395 | $2.76M | 0.01% | +470+1.1% | Added |
| Xponance, Inc. | 41,357 | $2.76M | 0.03% | +103+0.2% | Added |
| Creative Planning | 40,843 | $2.72M | 0.00% | +7,582+22.8% | Added |
| Polymer Capital Management (US) LLC | 40,000 | $2.67M | 0.85% | +40,000 | New |
| New York Life Investment Management LLC | 39,997 | $2.67M | 0.03% | +302+0.8% | Added |
| Intech Investment Management LLC | 39,964 | $2.66M | 0.03% | −131,703−76.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 39,643 | $2.64M | 0.17% | −86,024−68.5% | Reduced |
| Private Advisor Group, LLC | 38,811 | $2.59M | 0.01% | −29−0.1% | Reduced |
| Mariner, LLC | 38,738 | $2.58M | 0.00% | +4,978+14.7% | Added |
| Nissay Asset Management Corp | 38,266 | $2.57M | 0.02% | −1,409−3.6% | Reduced |
| ING Groep NV | 38,161 | $2.54M | 0.02% | −1,791−4.5% | Reduced |
| J. Safra Sarasin Holding AG | 37,511 | $2.50M | 0.04% | +37,511 | New |
| JustInvest LLC | 36,669 | $2.44M | 0.04% | +5,434+17.4% | Added |
| Sanctuary Advisors, LLC | 36,845 | $2.44M | 0.02% | +1,941+5.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 36,496 | $2.43M | 0.01% | +2,596+7.7% | Added |
| Mutual of America Capital Management LLC | 35,788 | $2.39M | 0.03% | −993−2.7% | Reduced |
| Janney Montgomery Scott LLC | 35,766 | $2.38M | 0.01% | −532−1.5% | Reduced |
| State of Alaska, Department of Revenue | 34,065 | $2.27M | 0.03% | −2,763−7.5% | Reduced |
| 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 |
| Cetera Investment Advisers | 33,991 | $2.27M | 0.00% | +2,440+7.7% | Added |
| Fifth Third Bancorp | 33,585 | $2.24M | 0.01% | −1,277−3.7% | Reduced |
| Rafferty Asset Management, LLC | 33,537 | $2.24M | 0.01% | −884−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 36,379 | $2.23M | 0.01% | −17,373−32.3% | Reduced |
| Sigma Planning Corp | 31,903 | $2.13M | 0.07% | −1,830−5.4% | Reduced |
| Elo Mutual Pension Insurance Co | 31,793 | $2.12M | 0.05% | +5,266+19.9% | Added |
| Colony Group, LLC | 31,738 | $2.12M | 0.01% | +6,016+23.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,271 | $2.08M | 0.00% | +1,451+4.9% | Added |
| Steward Partners Investment Advisory, LLC | 30,374 | $2.02M | 0.02% | +3,723+14.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 30,268 | $2.02M | 0.29% | +30,268 | New |
| CWM Advisors, LLC | 30,155 | $2.01M | 0.22% | −212−0.7% | Reduced |
| WealthTrust Axiom LLC | 30,100 | $2.01M | 0.60% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 29,076 | $1.94M | 0.04% | −766−2.6% | Reduced |
| Tudor Investment Corp Et Al | 28,870 | $1.92M | 0.02% | +28,870 | New |
| Baird Financial Group, Inc. | 28,625 | $1.91M | 0.00% | +124+0.4% | Added |
| Capital International Sarl | 28,413 | $1.89M | 0.04% | −1,133−3.8% | Reduced |
| Mizuho Securities USA LLC | 28,318 | $1.89M | 0.03% | +8,947+46.2% | Added |
| Achmea Investment Management B.V. | 27,702 | $1.85M | 0.03% | +2,882+11.6% | Added |
| Gamco Investors, Inc. Et Al | 27,450 | $1.83M | 0.02% | −100−0.4% | Reduced |
| GWM Advisors LLC | 27,216 | $1.81M | 0.01% | −110.0% | Reduced |
| Cerity Partners LLC | 26,145 | $1.80M | 0.00% | −421−1.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26,808 | $1.79M | 0.36% | +9,727+56.9% | Added |
| First Manhattan Co | 26,399 | $1.76M | 0.01% | −1,050−3.8% | Reduced |
| Wedge Capital Management L L P | 26,340 | $1.76M | 0.03% | −4,220−13.8% | Reduced |
| Pathstone Holdings, LLC | 26,271 | $1.75M | 0.01% | +1,761+7.2% | Added |
| Gateway Investment Advisers LLC | 26,125 | $1.74M | 0.02% | −50.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,059 | $1.74M | 0.01% | +5,629+27.6% | Added |
| Advisor Group Holdings, Inc. | 27,833 | $1.74M | 0.00% | +8,109+41.1% | Added |
| Mackenzie Financial Corp | 25,977 | $1.73M | 0.00% | −86−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 25,948 | $1.73M | 0.03% | −220−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 25,624 | $1.71M | 0.03% | −45−0.2% | Reduced |
| KBC Group NV | 25,342 | $1.69M | 0.00% | +4,806+23.4% | Added |
| Ontario Teachers Pension Plan Board | 25,277 | $1.68M | 0.02% | +5,835+30.0% | Added |
| Sciencast Management LP | 24,229 | $1.61M | 0.44% | +3,561+17.2% | Added |
| Crossmark Global Holdings, Inc. | 23,520 | $1.57M | 0.03% | −6,603−21.9% | Reduced |
| Tower Research Capital LLC (TRC) | 23,485 | $1.57M | 0.03% | +2,753+13.3% | Added |
| HB Wealth Management, LLC | 23,254 | $1.55M | 0.02% | +3,041+15.0% | Added |
| Nicholson Wealth Management Group, LLC | 23,163 | $1.54M | 1.03% | +6,742+41.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 23,054 | $1.54M | 0.00% | +23,054 | New |
| Gulf International Bank (UK) Ltd | 22,836 | $1.52M | 0.04% | −220−1.0% | Reduced |
| Tredje AP-fonden | 22,736 | $1.52M | 0.01% | −22,735−50.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,171 | $1.48M | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.47M | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 21,196 | $1.41M | 0.00% | +70.0% | Added |
| Mercer Global Advisors Inc | 20,544 | $1.37M | 0.00% | −2,437−10.6% | Reduced |
| Kentucky Retirement Systems | 20,528 | $1.37M | 0.04% | −283−1.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,133 | $1.34M | 0.06% | +5,662+39.1% | Added |
| Opus Investment Management Inc | 20,000 | $1.33M | 0.98% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 19,880 | $1.33M | 0.01% | +2,857+16.8% | Added |