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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 19,718 | $1.31M | 0.02% | −635−3.1% | Reduced |
| Hilton Capital Management, LLC | 19,538 | $1.30M | 0.11% | +852+4.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,406 | $1.29M | 0.10% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 19,250 | $1.28M | 0.01% | −25,412−56.9% | Reduced |
| Avantax Advisory Services, Inc. | 18,994 | $1.27M | 0.01% | −7,300−27.8% | Reduced |
| Ninepoint Partners LP | 18,535 | $1.24M | 0.20% | +3,113+20.2% | Added |
| Hartford Investment Management Co | 18,401 | $1.23M | 0.04% | −630−3.3% | Reduced |
| Cim, LLC | 18,068 | $1.20M | 0.17% | +346+2.0% | Added |
| Atria Investments LLC | 18,008 | $1.20M | 0.01% | −4,526−20.1% | Reduced |
| Woodline Partners LP | 17,943 | $1.20M | 0.01% | +17,943 | New |
| Inceptionr LLC | 17,876 | $1.19M | 0.27% | +17,876 | New |
| Ramirez Asset Management, Inc. | 17,818 | $1.19M | 0.24% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 17,782 | $1.19M | 0.04% | −541−3.0% | Reduced |
| USS Investment Management Ltd | 17,559 | $1.17M | 0.01% | −42,048−70.5% | Reduced |
| Neuberger Berman Group LLC | 17,177 | $1.14M | 0.00% | +454+2.7% | Added |
| Prudential PLC | 17,101 | $1.14M | 0.01% | −10,375−37.8% | Reduced |
| Vident Advisory, LLC | 16,657 | $1.11M | 0.02% | +9,030+118.4% | Added |
| Maryland State Retirement & Pension System | 16,473 | $1.10M | 0.02% | −528−3.1% | Reduced |
| Nordea Investment Management AB | 16,168 | $1.08M | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 16,136 | $1.08M | 0.04% | −1,886−10.5% | Reduced |
| Louisiana State Employees Retirement System | 16,100 | $1.07M | 0.02% | −700−4.2% | Reduced |
| Securian Asset Management, Inc | 16,057 | $1.07M | 0.03% | −443−2.7% | Reduced |
| NEOS Investment Management LLC | 16,043 | $1.07M | 0.03% | +3,730+30.3% | Added |
| Walleye Capital LLC | 15,906 | $1.06M | 0.01% | +7,968+100.4% | Added |
| Horizon Kinetics Asset Management LLC | 15,675 | $1.04M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 15,578 | $1.04M | 0.02% | +483+3.2% | Added |
| Pettee Investors, Inc. | 15,368 | $1.02M | 0.52% | 00.0% | Unchanged |
| Vestcor Inc | 15,007 | $1.00M | 0.03% | +6,003+66.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,846 | $989.5K | 0.00% | +14,846 | New |
| Glenmede Trust Co NA | 14,735 | $982.1K | 0.01% | −35,077−70.4% | Reduced |
| ISAM Funds (UK) Ltd | 14,248 | $949.6K | 0.71% | +14,248 | New |
| New Mexico Educational Retirement Board | 14,210 | $947.0K | 0.03% | −400−2.7% | Reduced |
| Mirador Capital Partners LP | 14,121 | $941.2K | 0.17% | +516+3.8% | Added |
| Freestone Grove Partners LP | 13,845 | $922.8K | 0.01% | +13,845 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 13,829 | $922.0K | 0.01% | −8,404−37.8% | Reduced |
| Exchange Capital Management, Inc. | 13,681 | $911.9K | 0.14% | −776−5.4% | Reduced |
| Fiduciary Trust Co | 13,669 | $911.0K | 0.01% | −500−3.5% | Reduced |
| Spirit of America Management Corp | 13,300 | $886.4K | 0.18% | +2,500+23.1% | Added |
| Croban | 13,211 | $880.5K | 0.86% | +13,211 | New |
| CWM, LLC | 13,168 | $878.0K | 0.00% | +761+6.1% | Added |
| BLB&B Advisors, LLC | 13,116 | $874.2K | 0.04% | −500−3.7% | Reduced |
| Capital International Inc | 12,717 | $847.6K | 0.01% | −672−5.0% | Reduced |
| Moody National Bank Trust Division | 12,542 | $835.9K | 0.09% | −683−5.2% | Reduced |
| Huntington National Bank | 12,519 | $834.4K | 0.01% | +869+7.5% | Added |
| Westpac Banking Corp | 12,512 | $833.9K | 0.06% | −1,301−9.4% | Reduced |
| Prospera Financial Services Inc | 12,472 | $831.2K | 0.02% | +142+1.2% | Added |
| Elevated Capital Advisors, LLC | 12,463 | $830.7K | 0.23% | −168−1.3% | Reduced |
| Smartleaf Asset Management LLC | 12,426 | $828.0K | 0.08% | +1,166+10.4% | Added |
| Kesler, Norman & Wride, LLC | 12,407 | $827.0K | 0.18% | −40.0% | Reduced |
| Exchange Traded Concepts, LLC | 12,401 | $826.5K | 0.02% | +345+2.9% | Added |
| Thrivent Financial for Lutherans | 12,266 | $818.0K | 0.00% | −2,838−18.8% | Reduced |
| Icon Advisers Inc | 12,200 | $813.1K | 0.18% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 12,185 | $812.0K | 0.06% | +12,185 | New |
| PGGM Investments | 12,013 | $801.0K | 0.01% | +12,013 | New |
| Chesley Taft & Associates LLC | 11,806 | $786.9K | 0.04% | −100−0.8% | Reduced |
| Norinchukin Bank, The | 11,702 | $779.9K | 0.02% | +306+2.7% | Added |
| Azimuth Capital Investment Management LLC | 11,652 | $776.6K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11,471 | $764.5K | 0.07% | +738+6.9% | Added |
| Greenleaf Trust | 11,365 | $757.5K | 0.01% | −29−0.3% | Reduced |
| Lido Advisors, LLC | 11,152 | $743.3K | 0.00% | +418+3.9% | Added |
| Sumitomo Life Insurance Co | 11,087 | $738.9K | 0.01% | −402−3.5% | Reduced |
| Meeder Advisory Services, Inc. | 11,045 | $736.1K | 0.05% | −880−7.4% | Reduced |
| QRG Capital Management, Inc. | 11,024 | $734.8K | 0.01% | −1,019−8.5% | Reduced |
| Integrated Investment Consultants, LLC | 10,861 | $723.9K | 0.15% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,754 | $716.7K | 0.02% | +1,303+13.8% | Added |
| Dark Forest Capital Management LP | 10,472 | $698.0K | 0.10% | −2,831−21.3% | Reduced |
| Sequoia Financial Advisors, LLC | 10,407 | $693.6K | 0.01% | +393+3.9% | Added |
| Kovitz Investment Group Partners, LLC | 10,329 | $688.5K | 0.00% | −3,682−26.3% | Reduced |
| Qtron Investments LLC | 10,320 | $687.8K | 0.10% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 9,966 | $664.2K | 0.21% | +9,966 | New |
| BKM Wealth Management, LLC | 9,958 | $663.7K | 0.27% | +535+5.7% | Added |
| Gotham Asset Management, LLC | 9,954 | $663.4K | 0.01% | −12,937−56.5% | Reduced |
| Empirical Finance, LLC | 9,931 | $661.9K | 0.04% | −117−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 9,737 | $649.0K | 0.01% | −299−3.0% | Reduced |
| Capstone Investment Advisors, LLC | 9,614 | $640.8K | 0.01% | +3,200+49.9% | Added |
| Whittier Trust Co | 9,610 | $640.5K | 0.01% | +78+0.8% | Added |
| Oak Thistle LLC | 9,566 | $637.6K | 0.19% | +3,309+52.9% | Added |
| MML Investors Services, LLC | 9,523 | $635.0K | 0.00% | +44+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 9,520 | $634.5K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,486 | $632.2K | 0.01% | +19+0.2% | Added |
| Jane Street Group, LLC | 9,437 | $629.0K | 0.00% | −2,251−19.3% | Reduced |
| United Capital Financial Advisers, LLC | 9,395 | $626.2K | 0.01% | +385+4.3% | Added |
| Allstate Corp | 9,237 | $615.6K | 0.02% | +9,237 | New |
| Foster & Motley Inc | 9,226 | $615.0K | 0.04% | −44−0.5% | Reduced |
| Commerce Bank | 9,151 | $609.9K | 0.00% | −162−1.7% | Reduced |
| Hantz Financial Services, Inc. | 9,054 | $603.0K | 0.01% | −3,494−27.8% | Reduced |
| Zions Bancorporation, N.A. | 9,010 | $600.5K | 0.04% | +3,079+51.9% | Added |
| Amica Mutual Insurance Co | 9,002 | $600.0K | 0.06% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 9,000 | $599.9K | 0.34% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,810 | $587.2K | 0.01% | +464+5.6% | Added |
| Plante Moran Financial Advisors, LLC | 8,737 | $582.3K | 0.05% | −143−1.6% | Reduced |
| Altfest L J & Co Inc | 8,491 | $565.9K | 0.07% | −5,860−40.8% | Reduced |
| Legacy Capital Group California, Inc. | 8,288 | $552.4K | 0.17% | +8,288 | New |
| RSM US Wealth Management LLC | 8,254 | $550.0K | 0.01% | −190−2.3% | Reduced |
| Centennial Wealth Advisory LLC | 8,242 | $549.3K | 0.22% | +759+10.1% | Added |
| Aster Capital Management (DIFC) Ltd | 8,210 | $547.2K | 0.21% | −17,186−67.7% | Reduced |
| Summit Financial, LLC | 8,182 | $545.4K | 0.02% | +76+0.9% | Added |
| Squarepoint Ops LLC | 8,027 | $535.0K | 0.00% | −15−0.2% | Reduced |
| Boit C F David | 7,800 | $519.9K | 0.26% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,503 | $499.9K | 0.00% | +1,873+33.3% | Added |