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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 162,989 | $12.2M | 0.11% | −1,739−1.1% | Reduced |
| Millennium Management LLC | 166,233 | $12.5M | 0.01% | −154,644−48.2% | Reduced |
| Illinois Municipal Retirement Fund | 167,049 | $12.5M | 0.18% | +35,435+26.9% | Added |
| Nicholas Company, Inc. | 167,590 | $12.6M | 0.22% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 168,602 | $12.7M | 0.02% | +119,637+244.3% | Added |
| KLP Kapitalforvaltning AS | 171,100 | $12.9M | 0.06% | +38,500+29.0% | Added |
| Wealthfront Advisers LLC | 172,030 | $12.9M | 0.03% | +21,011+13.9% | Added |
| Two Sigma Advisers, LP | 172,300 | $12.9M | 0.03% | +164,800+2,197.3% | Added |
| Covea Finance | 173,400 | $13.0M | 0.60% | −3,900−2.2% | Reduced |
| Jane Street Group, LLC | 175,804 | $13.2M | 0.02% | +166,367+1,762.9% | Added |
| Korea Investment CORP | 180,376 | $13.5M | 0.03% | −6,600−3.5% | Reduced |
| Great West Life Assurance Co | 183,034 | $13.8M | 0.02% | −3,407−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 185,290 | $13.9M | 0.01% | −604−0.3% | Reduced |
| Gabelli Funds LLC | 190,217 | $14.3M | 0.11% | −1,100−0.6% | Reduced |
| Public Employees Retirement System of Ohio | 190,968 | $14.3M | 0.05% | +30,601+19.1% | Added |
| Assenagon Asset Management S.A. | 191,084 | $14.4M | 0.03% | −509,051−72.7% | Reduced |
| Asset Management One Co.,Ltd. | 194,826 | $14.6M | 0.05% | +8,877+4.8% | Added |
| Summit Global Investments | 195,496 | $14.7M | 1.07% | −37,152−16.0% | Reduced |
| Magellan Asset Management Ltd | 201,400 | $15.1M | 0.18% | −1,211,124−85.7% | Reduced |
| Epoch Investment Partners, Inc. | 203,781 | $15.3M | 0.08% | −42,153−17.1% | Reduced |
| Aventail Capital Group, LP | 204,302 | $15.3M | 0.76% | +204,302 | New |
| Mitsubishi UFJ Trust & Banking Corp | 212,189 | $15.9M | 0.04% | −9,883−4.5% | Reduced |
| Keybank National Association | 221,545 | $16.6M | 0.07% | −13,321−5.7% | Reduced |
| Bruce & Co., Inc. | 226,000 | $17.0M | 5.44% | −60,000−21.0% | Reduced |
| US Bancorp | 230,981 | $17.3M | 0.02% | −2,247−1.0% | Reduced |
| New York State Teachers Retirement System | 232,336 | $17.5M | 0.04% | −20,205−8.0% | Reduced |
| CIBC Asset Management Inc | 235,367 | $17.7M | 0.06% | +104,720+80.2% | Added |
| Russell Investments Group, Ltd. | 240,340 | $18.0M | 0.02% | −96,852−28.7% | Reduced |
| AE Wealth Management LLC | 242,819 | $18.2M | 0.15% | +27,224+12.6% | Added |
| Beck Bode, LLC | 248,188 | $18.6M | 3.48% | −615−0.2% | Reduced |
| Artemis Investment Management LLP | 255,456 | $19.2M | 0.29% | +30,322+13.5% | Added |
| Natixis Advisors, L.P. | 267,505 | $20.1M | 0.04% | +57,544+27.4% | Added |
| Cidel Asset Management Inc | 276,943 | $20.8M | 1.36% | +86,154+45.2% | Added |
| Susquehanna Fundamental Investments, LLC | 281,869 | $21.2M | 0.35% | −33,724−10.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 286,008 | $21.5M | 0.01% | +73,039+34.3% | Added |
| Avalon Trust Co | 288,021 | $21.6M | 1.72% | −1,519−0.5% | Reduced |
| APG Asset Management N.V. | 312,276 | $21.7M | 0.07% | −30,500−8.9% | Reduced |
| National Bank of Canada | 296,676 | $22.3M | 0.03% | +31,313+11.8% | Added |
| Capital Group Private Client Services, Inc. | 297,331 | $22.3M | 0.22% | −9,651−3.1% | Reduced |
| Two Sigma Investments, LP | 299,189 | $22.5M | 0.05% | +248,114+485.8% | Added |
| Canada Pension Plan Investment Board | 305,496 | $22.9M | 0.02% | −241,127−44.1% | Reduced |
| State Board of Administration of Florida Retirement System | 309,798 | $23.3M | 0.05% | +230+0.1% | Added |
| State of Wisconsin Investment Board | 314,101 | $23.6M | 0.06% | +20,375+6.9% | Added |
| Schroder Investment Management Group | 356,284 | $26.4M | 0.03% | +503+0.1% | Added |
| California State Teachers Retirement System | 353,087 | $26.5M | 0.03% | −2,082−0.6% | Reduced |
| Raymond James Financial Inc | 357,098 | $26.8M | 0.01% | −10,201−2.8% | Reduced |
| Reaves W H & Co Inc | 361,378 | $27.1M | 0.69% | −916,903−71.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 364,944 | $27.4M | 0.05% | +4,079+1.1% | Added |
| LPL Financial LLC | 375,998 | $28.2M | 0.01% | +118,848+46.2% | Added |
| Ensign Peak Advisors, Inc | 397,100 | $29.8M | 0.06% | −10,780−2.6% | Reduced |
| National Pension Service | 401,212 | $30.1M | 0.03% | +10,446+2.7% | Added |
| Principal Financial Group Inc | 409,492 | $30.8M | 0.02% | −1,416−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 411,937 | $30.9M | 0.13% | +66,300+19.2% | Added |
| D. E. Shaw & Co., Inc. | 412,626 | $31.0M | 0.04% | +182,963+79.7% | Added |
| Allspring Global Investments Holdings, LLC | 429,901 | $32.3M | 0.06% | +117,245+37.5% | Added |
| Alliancebernstein L.P. | 430,375 | $32.3M | 0.01% | +88,393+25.8% | Added |
| M&T Bank Corp | 436,521 | $32.8M | 0.12% | −39,430−8.3% | Reduced |
| Soroban Capital Partners LP | 454,437 | $34.1M | 0.48% | +454,437 | New |
| Tortoise Capital Advisors, L.L.C. | 457,809 | $34.4M | 0.42% | +98,071+27.3% | Added |
| Janus Henderson Group PLC | 478,007 | $35.5M | 0.02% | −61,880−11.5% | Reduced |
| 1832 Asset Management L.P. | 477,770 | $35.9M | 0.07% | −58,798−11.0% | Reduced |
| AQR Capital Management LLC | 490,311 | $36.8M | 0.04% | +180,348+58.2% | Added |
| RWC Asset Management LLP | 514,375 | $38.6M | 1.99% | +140,618+37.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 533,353 | $40.1M | 0.04% | +54,909+11.5% | Added |
| Rockefeller Capital Management L.P. | 541,086 | $40.6M | 0.10% | +220,469+68.8% | Added |
| STRS Ohio | 543,671 | $40.8M | 0.17% | −31,178−5.4% | Reduced |
| Victory Capital Management Inc | 543,774 | $40.8M | 0.04% | +18,777+3.6% | Added |
| Capital International Investors | 548,166 | $41.2M | 0.01% | −149,182−21.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 554,000 | $41.6M | 0.42% | +554,000 | New |
| Miller Howard Investments Inc | 567,186 | $42.6M | 1.36% | +3,380+0.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 568,245 | $42.7M | 0.25% | +4,158+0.7% | Added |
| Bank of Montreal | 595,192 | $44.7M | 0.02% | −16,119−2.6% | Reduced |
| HSBC Holdings PLC | 603,343 | $45.2M | 0.03% | −31,406−4.9% | Reduced |
| UniSuper Management Pty Ltd | 619,696 | $46.5M | 0.35% | −183,194−22.8% | Reduced |
| Energy Income Partners, LLC | 632,895 | $47.5M | 0.91% | +21,164+3.5% | Added |
| Renaissance Technologies LLC | 643,800 | $48.4M | 0.07% | +296,200+85.2% | Added |
| Prudential Financial Inc | 655,921 | $49.3M | 0.07% | −459,603−41.2% | Reduced |
| Bahl & Gaynor Inc | 661,936 | $49.7M | 0.25% | +72,202+12.2% | Added |
| Rhumbline Advisers | 680,682 | $51.1M | 0.05% | +46,487+7.3% | Added |
| Railway Pension Investments Ltd | 681,200 | $51.2M | 0.73% | −109,700−13.9% | Reduced |
| Partners Group Holding AG | 682,096 | $51.2M | 2.14% | +24,347+3.7% | Added |
| Aviva PLC | 715,725 | $53.8M | 0.13% | +92,458+14.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 729,453 | $54.8M | 0.04% | −25,709−3.4% | Reduced |
| Fisher Funds Management LTD | 780,606 | $58.6M | 1.42% | −31,140−3.8% | Reduced |
| Swiss National Bank | 842,700 | $63.3M | 0.04% | −1,300−0.2% | Reduced |
| TD Asset Management Inc | 867,767 | $65.2M | 0.06% | +298,681+52.5% | Added |
| BNP Paribas Arbitrage, SA | 896,313 | $67.3M | 0.05% | +265,317+42.0% | Added |
| Standard Life Aberdeen plc | 916,597 | $68.5M | 0.13% | −64,054−6.5% | Reduced |
| FMR LLC | 929,751 | $69.8M | 0.00% | +335,631+56.5% | Added |
| Envestnet Asset Management Inc | 967,778 | $72.7M | 0.02% | +113,062+13.2% | Added |
| Citigroup Inc | 998,286 | $75.0M | 0.06% | +393,332+65.0% | Added |
| Cbre Clarion Securities LLC | 1,000,360 | $75.1M | 1.15% | −413,951−29.3% | Reduced |
| Royal Bank of Canada | 1,038,959 | $78.0M | 0.02% | +93,214+9.9% | Added |
| Brookfield Asset Management Inc. | 1,073,538 | $80.6M | 0.11% | −53,278−4.7% | Reduced |
| First Trust Advisors LP | 1,126,192 | $84.6M | 0.07% | +247,401+28.2% | Added |
| Barclays PLC | 1,290,811 | $97.0M | 0.04% | +444,515+52.5% | Added |
| Macquarie Group Ltd | 1,301,818 | $97.8M | 0.12% | −114,555−8.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,332,892 | $97.9M | 0.19% | −1,063−0.1% | Reduced |
| California Public Employees Retirement System | 1,334,065 | $100.2M | 0.07% | −40,259−2.9% | Reduced |
| Dimensional Fund Advisors LP | 1,342,217 | $100.8M | 0.03% | −25,758−1.9% | Reduced |