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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 281,869 | $21.2M | 0.35% | −33,724−10.7% | Reduced |
| Cidel Asset Management Inc | 276,943 | $20.8M | 1.36% | +86,154+45.2% | Added |
| Natixis Advisors, L.P. | 267,505 | $20.1M | 0.04% | +57,544+27.4% | Added |
| Artemis Investment Management LLP | 255,456 | $19.2M | 0.29% | +30,322+13.5% | Added |
| Beck Bode, LLC | 248,188 | $18.6M | 3.48% | −615−0.2% | Reduced |
| AE Wealth Management LLC | 242,819 | $18.2M | 0.15% | +27,224+12.6% | Added |
| Russell Investments Group, Ltd. | 240,340 | $18.0M | 0.02% | −96,852−28.7% | Reduced |
| CIBC Asset Management Inc | 235,367 | $17.7M | 0.06% | +104,720+80.2% | Added |
| New York State Teachers Retirement System | 232,336 | $17.5M | 0.04% | −20,205−8.0% | Reduced |
| US Bancorp | 230,981 | $17.3M | 0.02% | −2,247−1.0% | Reduced |
| Bruce & Co., Inc. | 226,000 | $17.0M | 5.44% | −60,000−21.0% | Reduced |
| Keybank National Association | 221,545 | $16.6M | 0.07% | −13,321−5.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 212,189 | $15.9M | 0.04% | −9,883−4.5% | Reduced |
| Aventail Capital Group, LP | 204,302 | $15.3M | 0.76% | +204,302 | New |
| Epoch Investment Partners, Inc. | 203,781 | $15.3M | 0.08% | −42,153−17.1% | Reduced |
| Magellan Asset Management Ltd | 201,400 | $15.1M | 0.18% | −1,211,124−85.7% | Reduced |
| Summit Global Investments | 195,496 | $14.7M | 1.07% | −37,152−16.0% | Reduced |
| Asset Management One Co.,Ltd. | 194,826 | $14.6M | 0.05% | +8,877+4.8% | Added |
| Assenagon Asset Management S.A. | 191,084 | $14.4M | 0.03% | −509,051−72.7% | Reduced |
| Public Employees Retirement System of Ohio | 190,968 | $14.3M | 0.05% | +30,601+19.1% | Added |
| Gabelli Funds LLC | 190,217 | $14.3M | 0.11% | −1,100−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 185,290 | $13.9M | 0.01% | −604−0.3% | Reduced |
| Great West Life Assurance Co | 183,034 | $13.8M | 0.02% | −3,407−1.8% | Reduced |
| Korea Investment CORP | 180,376 | $13.5M | 0.03% | −6,600−3.5% | Reduced |
| Jane Street Group, LLC | 175,804 | $13.2M | 0.02% | +166,367+1,762.9% | Added |
| Covea Finance | 173,400 | $13.0M | 0.60% | −3,900−2.2% | Reduced |
| Two Sigma Advisers, LP | 172,300 | $12.9M | 0.03% | +164,800+2,197.3% | Added |
| Wealthfront Advisers LLC | 172,030 | $12.9M | 0.03% | +21,011+13.9% | Added |
| KLP Kapitalforvaltning AS | 171,100 | $12.9M | 0.06% | +38,500+29.0% | Added |
| Lazard Asset Management LLC | 168,602 | $12.7M | 0.02% | +119,637+244.3% | Added |
| Nicholas Company, Inc. | 167,590 | $12.6M | 0.22% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 167,049 | $12.5M | 0.18% | +35,435+26.9% | Added |
| Millennium Management LLC | 166,233 | $12.5M | 0.01% | −154,644−48.2% | Reduced |
| Omers Administration Corp | 162,989 | $12.2M | 0.11% | −1,739−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 162,700 | $12.2M | 0.06% | −1,274−0.8% | Reduced |
| Hennessy Advisors Inc | 162,698 | $12.2M | 0.41% | −8,000−4.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 162,643 | $12.2M | 0.98% | +123,000+310.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 156,705 | $11.8M | 0.04% | −83−0.1% | Reduced |
| Bokf, NA | 154,055 | $11.6M | 0.20% | +75,679+96.6% | Added |
| Freestone Grove Partners LP | 152,246 | $11.4M | 0.12% | +138,401+999.6% | Added |
| New York State Common Retirement Fund | 148,837 | $11.2M | 0.02% | +8,628+6.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 144,700 | $10.9M | 0.70% | −3,260−2.2% | Reduced |
| Graham Capital Management, L.P. | 140,669 | $10.6M | 0.34% | +60,978+76.5% | Added |
| DnB Asset Management AS | 139,629 | $10.5M | 0.05% | −17,837−11.3% | Reduced |
| Treasurer of the State of North Carolina | 136,200 | $10.2M | 0.04% | +5,320+4.1% | Added |
| State of Tennessee, Treasury Department | 135,532 | $10.2M | 0.04% | −1,982−1.4% | Reduced |
| Comerica Bank | 129,889 | $9.76M | 0.04% | +794+0.6% | Added |
| First American Trust, FSB | 127,643 | $9.59M | 0.88% | −31,952−20.0% | Reduced |
| Qube Research & Technologies Ltd | 127,181 | $9.55M | 0.01% | +30,973+32.2% | Added |
| MetLife Investment Management | 124,678 | $9.36M | 0.05% | +45,621+57.7% | Added |
| Howe & Rusling Inc | 124,584 | $9.36M | 0.79% | −1,444−1.1% | Reduced |
| Brasada Capital Management, LP | 133,166 | $9.35M | 1.87% | −2,664−2.0% | Reduced |
| Westwood Holdings Group Inc. | 124,243 | $9.33M | 0.07% | −30,998−20.0% | Reduced |
| Contravisory Investment Management, Inc. | 121,399 | $9.12M | 1.92% | −859−0.7% | Reduced |
| AMF Pensionsforsakring AB | 121,251 | $9.12M | 0.07% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 116,996 | $8.79M | 1.12% | −3,925−3.2% | Reduced |
| NewSquare Capital LLC | 118,255 | $8.75M | 0.71% | −110.0% | Reduced |
| Nomura Asset Management Co Ltd | 112,150 | $8.42M | 0.03% | +15,347+15.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 111,862 | $8.40M | 0.09% | +60,756+118.9% | Added |
| Teacher Retirement System of Texas | 110,929 | $8.33M | 0.03% | −90,090−44.8% | Reduced |
| Toroso Investments, LLC | 109,773 | $8.25M | 0.07% | −7,180−6.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 108,884 | $8.16M | 0.05% | +5,391+5.2% | Added |
| Man Group plc | 108,310 | $8.14M | 0.02% | +104,245+2,564.5% | Added |
| Toronto Dominion Bank | 106,756 | $8.02M | 0.02% | −59,091−35.6% | Reduced |
| Credit Agricole S A | 106,664 | $8.01M | 0.03% | −3,888−3.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 105,569 | $7.93M | 0.06% | −8,200−7.2% | Reduced |
| Van Eck Associates Corp | 97,130 | $7.30M | 0.01% | +4,231+4.6% | Added |
| SEI Investments Co | 96,943 | $7.28M | 0.01% | +228+0.2% | Added |
| Quantinno Capital Management LP | 96,305 | $7.23M | 0.05% | +46,707+94.2% | Added |
| SummitTX Capital, L.P. | 96,219 | $7.23M | 0.32% | +96,219 | New |
| Assetmark, Inc | 91,867 | $6.90M | 0.02% | +2,976+3.3% | Added |
| Voya Investment Management LLC | 91,142 | $6.85M | 0.01% | +826+0.9% | Added |
| Commonwealth Equity Services, LLC | 90,747 | $6.82M | 0.01% | +14,187+18.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 89,851 | $6.75M | 0.02% | +11,719+15.0% | Added |
| Tredje AP-fonden | 88,251 | $6.63M | 0.06% | +65,515+288.2% | Added |
| ASR Vermogensbeheer N.V. | 88,029 | $6.61M | 0.10% | +88,029 | New |
| HighTower Advisors, LLC | 86,923 | $6.53M | 0.01% | −7,109−7.6% | Reduced |
| Arizona State Retirement System | 86,405 | $6.49M | 0.04% | −361−0.4% | Reduced |
| American Century Companies Inc | 85,572 | $6.43M | 0.00% | +6,133+7.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 85,763 | $6.36M | 0.07% | −30,607−26.3% | Reduced |
| Greenland Capital Management LP | 83,480 | $6.27M | 1.08% | +83,480 | New |
| New England Asset Management Inc | 82,530 | $6.20M | 1.01% | +515+0.6% | Added |
| State of Michigan Retirement System | 81,099 | $6.09M | 0.04% | 00.0% | Unchanged |
| First American Bank | 80,649 | $6.06M | 0.45% | +798+1.0% | Added |
| GQG Partners LLC | 80,584 | $6.05M | 0.01% | −13,442−14.3% | Reduced |
| Squarepoint Ops LLC | 80,217 | $6.03M | 0.01% | +72,190+899.3% | Added |
| Public Sector Pension Investment Board | 79,906 | $6.00M | 0.03% | +2,331+3.0% | Added |
| Intact Investment Management Inc. | 78,900 | $5.93M | 0.20% | −16,800−17.6% | Reduced |
| State of New Jersey Common Pension Fund D | 78,400 | $5.89M | 0.03% | −3,534−4.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 78,186 | $5.87M | 0.02% | +1,403+1.8% | Added |
| Stifel Financial Corp | 76,862 | $5.77M | 0.01% | +6,379+9.1% | Added |
| Wellington Management Group LLP | 74,709 | $5.61M | 0.00% | −10,772−12.6% | Reduced |
| Nomura Holdings Inc | 71,594 | $5.38M | 0.03% | −9,270−11.5% | Reduced |
| SilverOak Wealth Management LLC | 68,838 | $5.17M | 1.12% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 68,645 | $5.16M | 0.03% | −2,094−3.0% | Reduced |
| Czech National Bank | 68,611 | $5.15M | 0.05% | +3,828+5.9% | Added |
| Forsta Ap-Fonden | 68,300 | $5.13M | 0.04% | +6,700+10.9% | Added |
| Hilltop Holdings Inc. | 67,724 | $5.09M | 0.32% | −1,553−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 67,576 | $5.08M | 0.00% | −5,942−8.1% | Reduced |
| Logan Capital Management Inc | 65,907 | $4.95M | 0.23% | −5,275−7.4% | Reduced |