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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 38,711 | $2.91M | 0.02% | +445+1.2% | Added |
| Sterling Capital Management LLC | 39,233 | $2.95M | 0.05% | −62,590−61.5% | Reduced |
| JustInvest LLC | 39,343 | $2.96M | 0.04% | +2,674+7.3% | Added |
| New York Life Investment Management LLC | 39,901 | $3.00M | 0.03% | −96−0.2% | Reduced |
| Private Advisor Group, LLC | 40,445 | $3.04M | 0.02% | +1,634+4.2% | Added |
| Pacer Advisors, Inc. | 40,601 | $3.05M | 0.01% | −16,547−29.0% | Reduced |
| Panagora Asset Management Inc | 42,007 | $3.16M | 0.02% | −16,156−27.8% | Reduced |
| Creative Planning | 42,118 | $3.16M | 0.00% | +1,275+3.1% | Added |
| Xponance, Inc. | 42,132 | $3.16M | 0.03% | +775+1.9% | Added |
| Daiwa Securities Group Inc. | 42,502 | $3.19M | 0.01% | −8,498−16.7% | Reduced |
| Swiss Life Asset Management Ltd | 42,831 | $3.22M | 0.02% | −37,540−46.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 43,167 | $3.24M | 0.03% | +223+0.5% | Added |
| Captrust Financial Advisors | 44,148 | $3.32M | 0.01% | +2,753+6.7% | Added |
| Mariner, LLC | 44,829 | $3.37M | 0.01% | +6,091+15.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 46,560 | $3.50M | 0.01% | −68,781−59.6% | Reduced |
| ProShare Advisors LLC | 47,028 | $3.53M | 0.01% | +1,736+3.8% | Added |
| Agf Management Ltd | 47,399 | $3.56M | 0.02% | −30.0% | Reduced |
| Guggenheim Capital LLC | 48,137 | $3.62M | 0.03% | −127−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,010 | $3.68M | 0.04% | +799+1.7% | Added |
| Utah Retirement Systems | 49,208 | $3.70M | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 52,756 | $3.96M | 0.07% | −93,592−64.0% | Reduced |
| Yousif Capital Management, LLC | 53,091 | $3.99M | 0.05% | −683−1.3% | Reduced |
| Martingale Asset Management L P | 53,925 | $4.05M | 0.10% | +49,811+1,210.8% | Added |
| British Columbia Investment Management Corp | 57,145 | $4.29M | 0.03% | −65−0.1% | Reduced |
| HITE Hedge Asset Management LLC | 58,310 | $4.38M | 0.27% | −238,876−80.4% | Reduced |
| Amalgamated Bank | 58,402 | $4.39M | 0.04% | +971+1.7% | Added |
| Worldquant Millennium Advisors LLC | 59,572 | $4.47M | 0.03% | +7,563+14.5% | Added |
| CI Private Wealth, LLC | 61,044 | $4.59M | 0.01% | −53−0.1% | Reduced |
| IFM Investors Pty Ltd | 62,723 | $4.71M | 0.05% | −19,736−23.9% | Reduced |
| CIBC World Markets Inc. | 63,036 | $4.73M | 0.01% | +63,036 | New |
| Canada Post Corp Registered Pension Plan | 63,624 | $4.78M | 2.11% | +2,374+3.9% | Added |
| First Citizens Bank & Trust Co | 63,629 | $4.78M | 0.12% | +4,693+8.0% | Added |
| Retirement Systems of Alabama | 64,208 | $4.82M | 0.02% | −483−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 65,787 | $4.94M | 0.14% | −1,378−2.1% | Reduced |
| Logan Capital Management Inc | 65,907 | $4.95M | 0.23% | −5,275−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 67,576 | $5.08M | 0.00% | −5,942−8.1% | Reduced |
| Hilltop Holdings Inc. | 67,724 | $5.09M | 0.32% | −1,553−2.2% | Reduced |
| Forsta Ap-Fonden | 68,300 | $5.13M | 0.04% | +6,700+10.9% | Added |
| Czech National Bank | 68,611 | $5.15M | 0.05% | +3,828+5.9% | Added |
| Corebridge Financial, Inc. | 68,645 | $5.16M | 0.03% | −2,094−3.0% | Reduced |
| SilverOak Wealth Management LLC | 68,838 | $5.17M | 1.12% | 00.0% | Unchanged |
| Nomura Holdings Inc | 71,594 | $5.38M | 0.03% | −9,270−11.5% | Reduced |
| Wellington Management Group LLP | 74,709 | $5.61M | 0.00% | −10,772−12.6% | Reduced |
| Stifel Financial Corp | 76,862 | $5.77M | 0.01% | +6,379+9.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 78,186 | $5.87M | 0.02% | +1,403+1.8% | Added |
| State of New Jersey Common Pension Fund D | 78,400 | $5.89M | 0.03% | −3,534−4.3% | Reduced |
| Intact Investment Management Inc. | 78,900 | $5.93M | 0.20% | −16,800−17.6% | Reduced |
| Public Sector Pension Investment Board | 79,906 | $6.00M | 0.03% | +2,331+3.0% | Added |
| Squarepoint Ops LLC | 80,217 | $6.03M | 0.01% | +72,190+899.3% | Added |
| GQG Partners LLC | 80,584 | $6.05M | 0.01% | −13,442−14.3% | Reduced |
| First American Bank | 80,649 | $6.06M | 0.45% | +798+1.0% | Added |
| State of Michigan Retirement System | 81,099 | $6.09M | 0.04% | 00.0% | Unchanged |
| New England Asset Management Inc | 82,530 | $6.20M | 1.01% | +515+0.6% | Added |
| Greenland Capital Management LP | 83,480 | $6.27M | 1.08% | +83,480 | New |
| Wiley Bros.-Aintree Capital, LLC | 85,763 | $6.36M | 0.07% | −30,607−26.3% | Reduced |
| American Century Companies Inc | 85,572 | $6.43M | 0.00% | +6,133+7.7% | Added |
| Arizona State Retirement System | 86,405 | $6.49M | 0.04% | −361−0.4% | Reduced |
| HighTower Advisors, LLC | 86,923 | $6.53M | 0.01% | −7,109−7.6% | Reduced |
| ASR Vermogensbeheer N.V. | 88,029 | $6.61M | 0.10% | +88,029 | New |
| Tredje AP-fonden | 88,251 | $6.63M | 0.06% | +65,515+288.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 89,851 | $6.75M | 0.02% | +11,719+15.0% | Added |
| Commonwealth Equity Services, LLC | 90,747 | $6.82M | 0.01% | +14,187+18.5% | Added |
| Voya Investment Management LLC | 91,142 | $6.85M | 0.01% | +826+0.9% | Added |
| Assetmark, Inc | 91,867 | $6.90M | 0.02% | +2,976+3.3% | Added |
| SummitTX Capital, L.P. | 96,219 | $7.23M | 0.32% | +96,219 | New |
| Quantinno Capital Management LP | 96,305 | $7.23M | 0.05% | +46,707+94.2% | Added |
| SEI Investments Co | 96,943 | $7.28M | 0.01% | +228+0.2% | Added |
| Van Eck Associates Corp | 97,130 | $7.30M | 0.01% | +4,231+4.6% | Added |
| Mn Services Vermogensbeheer B.V. | 105,569 | $7.93M | 0.06% | −8,200−7.2% | Reduced |
| Credit Agricole S A | 106,664 | $8.01M | 0.03% | −3,888−3.5% | Reduced |
| Toronto Dominion Bank | 106,756 | $8.02M | 0.02% | −59,091−35.6% | Reduced |
| Man Group plc | 108,310 | $8.14M | 0.02% | +104,245+2,564.5% | Added |
| Resona Asset Management Co.,Ltd. | 108,884 | $8.16M | 0.05% | +5,391+5.2% | Added |
| Toroso Investments, LLC | 109,773 | $8.25M | 0.07% | −7,180−6.1% | Reduced |
| Teacher Retirement System of Texas | 110,929 | $8.33M | 0.03% | −90,090−44.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 111,862 | $8.40M | 0.09% | +60,756+118.9% | Added |
| Nomura Asset Management Co Ltd | 112,150 | $8.42M | 0.03% | +15,347+15.9% | Added |
| NewSquare Capital LLC | 118,255 | $8.75M | 0.71% | −110.0% | Reduced |
| Mattern Capital Management, LLC | 116,996 | $8.79M | 1.12% | −3,925−3.2% | Reduced |
| AMF Pensionsforsakring AB | 121,251 | $9.12M | 0.07% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 121,399 | $9.12M | 1.92% | −859−0.7% | Reduced |
| Westwood Holdings Group Inc. | 124,243 | $9.33M | 0.07% | −30,998−20.0% | Reduced |
| Brasada Capital Management, LP | 133,166 | $9.35M | 1.87% | −2,664−2.0% | Reduced |
| Howe & Rusling Inc | 124,584 | $9.36M | 0.79% | −1,444−1.1% | Reduced |
| MetLife Investment Management | 124,678 | $9.36M | 0.05% | +45,621+57.7% | Added |
| Qube Research & Technologies Ltd | 127,181 | $9.55M | 0.01% | +30,973+32.2% | Added |
| First American Trust, FSB | 127,643 | $9.59M | 0.88% | −31,952−20.0% | Reduced |
| Comerica Bank | 129,889 | $9.76M | 0.04% | +794+0.6% | Added |
| State of Tennessee, Treasury Department | 135,532 | $10.2M | 0.04% | −1,982−1.4% | Reduced |
| Treasurer of the State of North Carolina | 136,200 | $10.2M | 0.04% | +5,320+4.1% | Added |
| DnB Asset Management AS | 139,629 | $10.5M | 0.05% | −17,837−11.3% | Reduced |
| Graham Capital Management, L.P. | 140,669 | $10.6M | 0.34% | +60,978+76.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 144,700 | $10.9M | 0.70% | −3,260−2.2% | Reduced |
| New York State Common Retirement Fund | 148,837 | $11.2M | 0.02% | +8,628+6.2% | Added |
| Freestone Grove Partners LP | 152,246 | $11.4M | 0.12% | +138,401+999.6% | Added |
| Bokf, NA | 154,055 | $11.6M | 0.20% | +75,679+96.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 156,705 | $11.8M | 0.04% | −83−0.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 162,643 | $12.2M | 0.98% | +123,000+310.3% | Added |
| Hennessy Advisors Inc | 162,698 | $12.2M | 0.41% | −8,000−4.7% | Reduced |
| Nisa Investment Advisors, LLC | 162,700 | $12.2M | 0.06% | −1,274−0.8% | Reduced |