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, Q1 2025
Institutional positions in CMS Energy Corp as of Mar 31, 2025. 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
- 734
- +30 vs. Q4 2024
- Shares held
- 286.9M
- +4.31M (+1.5%) vs. Q4 2024
- Total value
- $21.5B
- +$2.71B (+14.4%) vs. Q4 2024
- New holders
- 94
- 289 more added
- Sold out
- 64
- 238 more reduced
12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 38,341,416 | $2.88B | 0.05% | +166,328+0.4% | Added |
| BlackRock, Inc. | 30,802,127 | $2.31B | 0.05% | −525,689−1.7% | Reduced |
| JPMorgan Chase & Co | 23,374,402 | $1.76B | 0.13% | −2,214,985−8.7% | Reduced |
| State Street Corp | 16,680,701 | $1.25B | 0.05% | +503,537+3.1% | Added |
| Price T Rowe Associates Inc | 16,554,877 | $1.24B | 0.15% | +2,297,928+16.1% | Added |
| Massachusetts Financial Services Co | 9,628,648 | $723.2M | 0.24% | −112,741−1.2% | Reduced |
| Geode Capital Management, LLC | 7,890,706 | $590.9M | 0.05% | +282,026+3.7% | Added |
| Invesco Ltd. | 7,019,494 | $527.2M | 0.10% | +1,961,105+38.8% | Added |
| Wells Fargo & Company | 6,223,615 | $467.5M | 0.11% | +305,217+5.2% | Added |
| Morgan Stanley | 5,681,781 | $426.8M | 0.03% | −104,151−1.8% | Reduced |
| Ameriprise Financial Inc | 4,930,673 | $370.8M | 0.10% | −9960.0% | Reduced |
| Deutsche Bank AG | 4,805,897 | $361.0M | 0.14% | −80,761−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,767,377 | $358.1M | 0.42% | −97,785−2.0% | Reduced |
| Goldman Sachs Group Inc | 4,483,585 | $336.8M | 0.06% | +753,173+20.2% | Added |
| UBS Asset Management Americas Inc | 3,407,152 | $255.9M | 0.07% | +783,077+29.8% | Added |
| Bank of America Corp | 3,136,612 | $235.6M | 0.02% | +103,939+3.4% | Added |
| Northern Trust Corp | 3,026,335 | $227.3M | 0.03% | +39,846+1.3% | Added |
| Legal & General Group Plc | 3,004,861 | $225.7M | 0.06% | −82,365−2.7% | Reduced |
| FIL Ltd | 2,946,797 | $221.3M | 0.21% | +8,713+0.3% | Added |
| Amundi | 2,782,765 | $210.1M | 0.08% | −31,493−1.1% | Reduced |
| Norges Bank | 2,582,105 | $193.9M | 0.03% | +4,488+0.2% | Added |
| Lord, Abbett & Co. LLC | 2,302,338 | $172.9M | 0.62% | +970,510+72.9% | Added |
| Bank of New York Mellon Corp | 2,289,187 | $171.9M | 0.03% | +3,560+0.2% | Added |
| Pictet Asset Management Holding SA | 2,264,442 | $170.1M | 0.19% | −219,047−8.8% | Reduced |
| Perpetual Ltd | 2,155,984 | $161.9M | 1.96% | +81,867+3.9% | Added |
| Charles Schwab Investment Management Inc | 1,902,847 | $142.9M | 0.03% | +23,576+1.3% | Added |
| Jennison Associates LLC | 1,872,284 | $140.6M | 0.10% | −59,321−3.1% | Reduced |
| Truist Financial Corp | 1,757,747 | $132.0M | 0.21% | +136,185+8.4% | Added |
| UBS Group AG | 1,737,410 | $130.5M | 0.03% | +522,575+43.0% | Added |
| Franklin Resources Inc | 1,699,563 | $127.7M | 0.04% | −127,589−7.0% | Reduced |
| iA Global Asset Management Inc. | 1,421,557 | $106.8M | 1.84% | −177,434−11.1% | Reduced |
| Nuveen, LLC | 1,421,183 | $106.7M | 0.03% | +1,421,183 | New |
| Citadel Advisors LLC | 1,417,315 | $106.5M | 0.10% | +1,417,315 | New |
| Duff & Phelps Investment Management Co | 1,382,047 | $103.8M | 1.22% | −51,000−3.6% | Reduced |
| Dimensional Fund Advisors LP | 1,342,217 | $100.8M | 0.03% | −25,758−1.9% | Reduced |
| California Public Employees Retirement System | 1,334,065 | $100.2M | 0.07% | −40,259−2.9% | Reduced |
| DekaBank Deutsche Girozentrale | 1,332,892 | $97.9M | 0.19% | −1,063−0.1% | Reduced |
| Macquarie Group Ltd | 1,301,818 | $97.8M | 0.12% | −114,555−8.1% | Reduced |
| Barclays PLC | 1,290,811 | $97.0M | 0.04% | +444,515+52.5% | Added |
| First Trust Advisors LP | 1,126,192 | $84.6M | 0.07% | +247,401+28.2% | Added |
| Brookfield Asset Management Inc. | 1,073,538 | $80.6M | 0.11% | −53,278−4.7% | Reduced |
| Royal Bank of Canada | 1,038,959 | $78.0M | 0.02% | +93,214+9.9% | Added |
| Cbre Clarion Securities LLC | 1,000,360 | $75.1M | 1.15% | −413,951−29.3% | Reduced |
| Citigroup Inc | 998,286 | $75.0M | 0.06% | +393,332+65.0% | Added |
| Envestnet Asset Management Inc | 967,778 | $72.7M | 0.02% | +113,062+13.2% | Added |
| FMR LLC | 929,751 | $69.8M | 0.00% | +335,631+56.5% | Added |
| Standard Life Aberdeen plc | 916,597 | $68.5M | 0.13% | −64,054−6.5% | Reduced |
| BNP Paribas Arbitrage, SA | 896,313 | $67.3M | 0.05% | +265,317+42.0% | Added |
| TD Asset Management Inc | 867,767 | $65.2M | 0.06% | +298,681+52.5% | Added |
| Swiss National Bank | 842,700 | $63.3M | 0.04% | −1,300−0.2% | Reduced |
| Fisher Funds Management LTD | 780,606 | $58.6M | 1.42% | −31,140−3.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 729,453 | $54.8M | 0.04% | −25,709−3.4% | Reduced |
| Aviva PLC | 715,725 | $53.8M | 0.13% | +92,458+14.8% | Added |
| Partners Group Holding AG | 682,096 | $51.2M | 2.14% | +24,347+3.7% | Added |
| Railway Pension Investments Ltd | 681,200 | $51.2M | 0.73% | −109,700−13.9% | Reduced |
| Rhumbline Advisers | 680,682 | $51.1M | 0.05% | +46,487+7.3% | Added |
| Bahl & Gaynor Inc | 661,936 | $49.7M | 0.25% | +72,202+12.2% | Added |
| Prudential Financial Inc | 655,921 | $49.3M | 0.07% | −459,603−41.2% | Reduced |
| Renaissance Technologies LLC | 643,800 | $48.4M | 0.07% | +296,200+85.2% | Added |
| Energy Income Partners, LLC | 632,895 | $47.5M | 0.91% | +21,164+3.5% | Added |
| UniSuper Management Pty Ltd | 619,696 | $46.5M | 0.35% | −183,194−22.8% | Reduced |
| HSBC Holdings PLC | 603,343 | $45.2M | 0.03% | −31,406−4.9% | Reduced |
| Bank of Montreal | 595,192 | $44.7M | 0.02% | −16,119−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 568,245 | $42.7M | 0.25% | +4,158+0.7% | Added |
| Miller Howard Investments Inc | 567,186 | $42.6M | 1.36% | +3,380+0.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 554,000 | $41.6M | 0.42% | +554,000 | New |
| Capital International Investors | 548,166 | $41.2M | 0.01% | −149,182−21.4% | Reduced |
| Victory Capital Management Inc | 543,774 | $40.8M | 0.04% | +18,777+3.6% | Added |
| STRS Ohio | 543,671 | $40.8M | 0.17% | −31,178−5.4% | Reduced |
| Rockefeller Capital Management L.P. | 541,086 | $40.6M | 0.10% | +220,469+68.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 533,353 | $40.1M | 0.04% | +54,909+11.5% | Added |
| RWC Asset Management LLP | 514,375 | $38.6M | 1.99% | +140,618+37.6% | Added |
| AQR Capital Management LLC | 490,311 | $36.8M | 0.04% | +180,348+58.2% | Added |
| 1832 Asset Management L.P. | 477,770 | $35.9M | 0.07% | −58,798−11.0% | Reduced |
| Janus Henderson Group PLC | 478,007 | $35.5M | 0.02% | −61,880−11.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 457,809 | $34.4M | 0.42% | +98,071+27.3% | Added |
| Soroban Capital Partners LP | 454,437 | $34.1M | 0.48% | +454,437 | New |
| M&T Bank Corp | 436,521 | $32.8M | 0.12% | −39,430−8.3% | Reduced |
| Alliancebernstein L.P. | 430,375 | $32.3M | 0.01% | +88,393+25.8% | Added |
| Allspring Global Investments Holdings, LLC | 429,901 | $32.3M | 0.06% | +117,245+37.5% | Added |
| D. E. Shaw & Co., Inc. | 412,626 | $31.0M | 0.04% | +182,963+79.7% | Added |
| Public Employees Retirement Association of Colorado | 411,937 | $30.9M | 0.13% | +66,300+19.2% | Added |
| Principal Financial Group Inc | 409,492 | $30.8M | 0.02% | −1,416−0.3% | Reduced |
| National Pension Service | 401,212 | $30.1M | 0.03% | +10,446+2.7% | Added |
| Ensign Peak Advisors, Inc | 397,100 | $29.8M | 0.06% | −10,780−2.6% | Reduced |
| LPL Financial LLC | 375,998 | $28.2M | 0.01% | +118,848+46.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 364,944 | $27.4M | 0.05% | +4,079+1.1% | Added |
| Reaves W H & Co Inc | 361,378 | $27.1M | 0.69% | −916,903−71.7% | Reduced |
| Raymond James Financial Inc | 357,098 | $26.8M | 0.01% | −10,201−2.8% | Reduced |
| California State Teachers Retirement System | 353,087 | $26.5M | 0.03% | −2,082−0.6% | Reduced |
| Schroder Investment Management Group | 356,284 | $26.4M | 0.03% | +503+0.1% | Added |
| State of Wisconsin Investment Board | 314,101 | $23.6M | 0.06% | +20,375+6.9% | Added |
| State Board of Administration of Florida Retirement System | 309,798 | $23.3M | 0.05% | +230+0.1% | Added |
| Canada Pension Plan Investment Board | 305,496 | $22.9M | 0.02% | −241,127−44.1% | Reduced |
| Two Sigma Investments, LP | 299,189 | $22.5M | 0.05% | +248,114+485.8% | Added |
| Capital Group Private Client Services, Inc. | 297,331 | $22.3M | 0.22% | −9,651−3.1% | Reduced |
| National Bank of Canada | 296,676 | $22.3M | 0.03% | +31,313+11.8% | Added |
| APG Asset Management N.V. | 312,276 | $21.7M | 0.07% | −30,500−8.9% | Reduced |
| Avalon Trust Co | 288,021 | $21.6M | 1.72% | −1,519−0.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 286,008 | $21.5M | 0.01% | +73,039+34.3% | Added |