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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 1,382,047 | $103.8M | 1.22% | −51,000−3.6% | Reduced |
| Citadel Advisors LLC | 1,417,315 | $106.5M | 0.10% | +1,417,315 | New |
| Nuveen, LLC | 1,421,183 | $106.7M | 0.03% | +1,421,183 | New |
| iA Global Asset Management Inc. | 1,421,557 | $106.8M | 1.84% | −177,434−11.1% | Reduced |
| Franklin Resources Inc | 1,699,563 | $127.7M | 0.04% | −127,589−7.0% | Reduced |
| UBS Group AG | 1,737,410 | $130.5M | 0.03% | +522,575+43.0% | Added |
| Truist Financial Corp | 1,757,747 | $132.0M | 0.21% | +136,185+8.4% | Added |
| Jennison Associates LLC | 1,872,284 | $140.6M | 0.10% | −59,321−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,902,847 | $142.9M | 0.03% | +23,576+1.3% | Added |
| Perpetual Ltd | 2,155,984 | $161.9M | 1.96% | +81,867+3.9% | Added |
| Pictet Asset Management Holding SA | 2,264,442 | $170.1M | 0.19% | −219,047−8.8% | Reduced |
| Bank of New York Mellon Corp | 2,289,187 | $171.9M | 0.03% | +3,560+0.2% | Added |
| Lord, Abbett & Co. LLC | 2,302,338 | $172.9M | 0.62% | +970,510+72.9% | Added |
| Norges Bank | 2,582,105 | $193.9M | 0.03% | +4,488+0.2% | Added |
| Amundi | 2,782,765 | $210.1M | 0.08% | −31,493−1.1% | Reduced |
| FIL Ltd | 2,946,797 | $221.3M | 0.21% | +8,713+0.3% | Added |
| Legal & General Group Plc | 3,004,861 | $225.7M | 0.06% | −82,365−2.7% | Reduced |
| Northern Trust Corp | 3,026,335 | $227.3M | 0.03% | +39,846+1.3% | Added |
| Bank of America Corp | 3,136,612 | $235.6M | 0.02% | +103,939+3.4% | Added |
| UBS Asset Management Americas Inc | 3,407,152 | $255.9M | 0.07% | +783,077+29.8% | Added |
| Goldman Sachs Group Inc | 4,483,585 | $336.8M | 0.06% | +753,173+20.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,767,377 | $358.1M | 0.42% | −97,785−2.0% | Reduced |
| Deutsche Bank AG | 4,805,897 | $361.0M | 0.14% | −80,761−1.7% | Reduced |
| Ameriprise Financial Inc | 4,930,673 | $370.8M | 0.10% | −9960.0% | Reduced |
| Morgan Stanley | 5,681,781 | $426.8M | 0.03% | −104,151−1.8% | Reduced |
| Wells Fargo & Company | 6,223,615 | $467.5M | 0.11% | +305,217+5.2% | Added |
| Invesco Ltd. | 7,019,494 | $527.2M | 0.10% | +1,961,105+38.8% | Added |
| Geode Capital Management, LLC | 7,890,706 | $590.9M | 0.05% | +282,026+3.7% | Added |
| Massachusetts Financial Services Co | 9,628,648 | $723.2M | 0.24% | −112,741−1.2% | Reduced |
| Price T Rowe Associates Inc | 16,554,877 | $1.24B | 0.15% | +2,297,928+16.1% | Added |
| State Street Corp | 16,680,701 | $1.25B | 0.05% | +503,537+3.1% | Added |
| JPMorgan Chase & Co | 23,374,402 | $1.76B | 0.13% | −2,214,985−8.7% | Reduced |
| BlackRock, Inc. | 30,802,127 | $2.31B | 0.05% | −525,689−1.7% | Reduced |
| Vanguard Group Inc | 38,341,416 | $2.88B | 0.05% | +166,328+0.4% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,556,267−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −1,337,928−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −279,161−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −164,577−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −128,797−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −108,143−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −60,335−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −53,719−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,870−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −24,229−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −17,876−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,906−100.0% | Sold out |
| Pettee Investors, Inc. | 0 | $0 | 0.00% | −15,368−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −14,248−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −12,512−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −12,185−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −9,966−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −9,737−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,614−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −7,404−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,516−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,489−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −4,334−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,062−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Millstone Evans Group, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Conquis Financial LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | 0 | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |