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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 14,976 | $1.12M | 0.00% | +14,976 | New |
| Horizon Kinetics Asset Management LLC | 15,675 | $1.18M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 15,684 | $1.18M | 0.01% | +949+6.4% | Added |
| Securian Asset Management, Inc | 15,729 | $1.18M | 0.04% | −328−2.0% | Reduced |
| Eisler Capital Management Ltd. | 16,094 | $1.21M | 0.04% | +16,094 | New |
| Louisiana State Employees Retirement System | 16,100 | $1.21M | 0.02% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 16,386 | $1.23M | 0.00% | +16,386 | New |
| Huntington National Bank | 16,467 | $1.24M | 0.01% | +3,948+31.5% | Added |
| Gulf International Bank (UK) Ltd | 16,786 | $1.26M | 0.04% | −6,050−26.5% | Reduced |
| USS Investment Management Ltd | 17,559 | $1.32M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 17,610 | $1.32M | 0.00% | +433+2.5% | Added |
| Ramirez Asset Management, Inc. | 17,781 | $1.34M | 0.28% | −37−0.2% | Reduced |
| Advisors Asset Management, Inc. | 17,865 | $1.34M | 0.03% | −1,853−9.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,924 | $1.35M | 0.01% | −1,326−6.9% | Reduced |
| Cim, LLC | 18,114 | $1.36M | 0.20% | +46+0.3% | Added |
| Atria Investments LLC | 18,140 | $1.36M | 0.02% | +132+0.7% | Added |
| Hartford Investment Management Co | 18,213 | $1.37M | 0.05% | −188−1.0% | Reduced |
| Allstate Corp | 18,335 | $1.38M | 0.04% | +9,098+98.5% | Added |
| Mercer Global Advisors Inc | 18,652 | $1.40M | 0.00% | −1,892−9.2% | Reduced |
| Metis Global Partners, LLC | 19,066 | $1.43M | 0.04% | +1,284+7.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,406 | $1.46M | 0.08% | 00.0% | Unchanged |
| Ninepoint Partners LP | 19,440 | $1.46M | 0.26% | +905+4.9% | Added |
| NEOS Investment Management LLC | 19,802 | $1.49M | 0.03% | +3,759+23.4% | Added |
| Opus Investment Management Inc | 20,000 | $1.50M | 1.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,041 | $1.50M | 0.01% | −56,305−73.7% | Reduced |
| Gateway Investment Advisers LLC | 20,222 | $1.52M | 0.02% | −5,903−22.6% | Reduced |
| Kentucky Retirement Systems | 20,318 | $1.53M | 0.05% | −210−1.0% | Reduced |
| Tounjian Advisory Partners, LLC | 20,734 | $1.56M | 0.29% | +20,734 | New |
| Northwestern Mutual Wealth Management Co | 21,152 | $1.59M | 0.00% | −44−0.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 22,308 | $1.63M | 0.30% | +14,098+171.7% | Added |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.65M | 0.21% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 22,071 | $1.66M | 0.14% | +2,533+13.0% | Added |
| Capital International Sarl | 22,254 | $1.67M | 0.04% | −6,159−21.7% | Reduced |
| Tower Research Capital LLC (TRC) | 22,853 | $1.72M | 0.05% | −632−2.7% | Reduced |
| Bessemer Group Inc | 23,028 | $1.73M | 0.00% | −31,245−57.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,056 | $1.73M | 0.01% | +3,176+16.0% | Added |
| Teachers Retirement System of the State of Kentucky | 23,064 | $1.73M | 0.02% | +893+4.0% | Added |
| Nicholson Wealth Management Group, LLC | 23,337 | $1.75M | 1.15% | +174+0.8% | Added |
| Mizuho Securities USA LLC | 23,924 | $1.80M | 0.04% | −4,394−15.5% | Reduced |
| Wedge Capital Management L L P | 24,290 | $1.82M | 0.04% | −2,050−7.8% | Reduced |
| XTX Topco Ltd | 24,511 | $1.84M | 0.09% | +19,829+423.5% | Added |
| Oak Thistle LLC | 24,651 | $1.85M | 0.37% | +15,085+157.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 24,876 | $1.87M | 0.80% | +24,876 | New |
| Woodline Partners LP | 25,243 | $1.90M | 0.01% | +7,300+40.7% | Added |
| KBC Group NV | 25,342 | $1.90M | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 25,344 | $1.90M | 0.01% | −1,055−4.0% | Reduced |
| Oregon Public Employees Retirement Fund | 25,644 | $1.93M | 0.04% | +20+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 25,681 | $1.93M | 0.04% | −267−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 25,738 | $1.93M | 0.01% | +6,744+35.5% | Added |
| Crossmark Global Holdings, Inc. | 26,352 | $1.98M | 0.03% | +2,832+12.0% | Added |
| GWM Advisors LLC | 26,795 | $2.01M | 0.01% | −421−1.5% | Reduced |
| Rafferty Asset Management, LLC | 26,886 | $2.02M | 0.01% | −6,651−19.8% | Reduced |
| Gamco Investors, Inc. Et Al | 26,950 | $2.02M | 0.02% | −500−1.8% | Reduced |
| Rakuten Investment Management, Inc. | 27,310 | $2.03M | 0.01% | +27,310 | New |
| Wolverine Trading, LLC | 27,312 | $2.03M | 0.06% | −1,764−6.1% | Reduced |
| BTG Pactual Asset Management US LLC | 27,178 | $2.04M | 0.26% | −40,196−59.7% | Reduced |
| Achmea Investment Management B.V. | 27,702 | $2.08M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,778 | $2.09M | 0.00% | −144,586−83.9% | Reduced |
| HB Wealth Management, LLC | 27,919 | $2.10M | 0.02% | +4,665+20.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,139 | $2.11M | 0.01% | +2,080+8.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 28,350 | $2.13M | 0.09% | +8,217+40.8% | Added |
| Ontario Teachers Pension Plan Board | 28,427 | $2.14M | 0.03% | +3,150+12.5% | Added |
| Pathstone Holdings, LLC | 28,466 | $2.14M | 0.01% | +2,195+8.4% | Added |
| WealthTrust Axiom LLC | 28,600 | $2.15M | 0.65% | −1,500−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 28,780 | $2.16M | 0.00% | −32,687−53.2% | Reduced |
| Baird Financial Group, Inc. | 28,903 | $2.17M | 0.00% | +278+1.0% | Added |
| Mackenzie Financial Corp | 29,406 | $2.21M | 0.00% | +3,429+13.2% | Added |
| Advisor Group Holdings, Inc. | 29,526 | $2.22M | 0.00% | +1,693+6.1% | Added |
| Steward Partners Investment Advisory, LLC | 29,723 | $2.23M | 0.02% | −651−2.1% | Reduced |
| Sanctuary Advisors, LLC | 29,926 | $2.25M | 0.02% | −6,919−18.8% | Reduced |
| CWM Advisors, LLC | 30,439 | $2.29M | 0.27% | +284+0.9% | Added |
| Parr McKnight Wealth Management Group, LLC | 31,422 | $2.36M | 0.34% | +1,154+3.8% | Added |
| Arrowstreet Capital, Limited Partnership | 31,539 | $2.37M | 0.00% | +31,539 | New |
| Sigma Planning Corp | 32,045 | $2.41M | 0.08% | +142+0.4% | Added |
| Steel Peak Wealth Management LLC | 32,159 | $2.42M | 0.10% | +32,159 | New |
| Colony Group, LLC | 33,153 | $2.49M | 0.01% | +1,415+4.5% | Added |
| Allianz Asset Management GmbH | 33,345 | $2.50M | 0.00% | −171,577−83.7% | Reduced |
| OP Asset Management Ltd | 34,042 | $2.56M | 0.04% | +34,042 | New |
| Delta Global Management LP | 34,566 | $2.60M | 0.19% | +34,566 | New |
| Janney Montgomery Scott LLC | 34,591 | $2.60M | 0.01% | −1,175−3.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,638 | $2.60M | 0.01% | +3,367+10.8% | Added |
| Cerity Partners LLC | 34,681 | $2.60M | 0.01% | +8,536+32.6% | Added |
| Mutual of America Capital Management LLC | 34,743 | $2.61M | 0.03% | −1,045−2.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,951 | $2.63M | 0.01% | +20,105+135.4% | Added |
| Polymer Capital Management (US) LLC | 35,000 | $2.63M | 0.79% | −5,000−12.5% | Reduced |
| State of Alaska, Department of Revenue | 35,015 | $2.63M | 0.03% | +950+2.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35,052 | $2.63M | 0.44% | +8,244+30.8% | Added |
| Hudson Bay Capital Management LP | 35,427 | $2.66M | 0.02% | −188,540−84.2% | Reduced |
| CIBC World Markets Corp | 36,039 | $2.71M | 0.02% | −11,121−23.6% | Reduced |
| J. Safra Sarasin Holding AG | 36,168 | $2.72M | 0.05% | −1,343−3.6% | Reduced |
| Fifth Third Bancorp | 36,304 | $2.73M | 0.01% | +2,719+8.1% | Added |
| Bank of Nova Scotia | 36,530 | $2.74M | 0.01% | −9,368−20.4% | Reduced |
| Cetera Investment Advisers | 36,741 | $2.76M | 0.01% | +2,750+8.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 37,377 | $2.77M | 0.01% | +998+2.7% | Added |
| Andra AP-fonden | 37,274 | $2.80M | 0.05% | −82,126−68.8% | Reduced |
| Brinker Capital Investments, LLC | 37,365 | $2.81M | 0.03% | +3,374+9.9% | Added |
| Orion Portfolio Solutions, LLC | 37,365 | $2.81M | 0.03% | +3,374+9.9% | Added |
| ING Groep NV | 38,153 | $2.87M | 0.02% | −80.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 38,360 | $2.88M | 0.01% | +1,864+5.1% | Added |
| Intech Investment Management LLC | 38,397 | $2.88M | 0.03% | −1,567−3.9% | Reduced |