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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 65,787 | $4.94M | 0.14% | −1,378−2.1% | Reduced |
| Retirement Systems of Alabama | 64,208 | $4.82M | 0.02% | −483−0.7% | Reduced |
| First Citizens Bank & Trust Co | 63,629 | $4.78M | 0.12% | +4,693+8.0% | Added |
| Canada Post Corp Registered Pension Plan | 63,624 | $4.78M | 2.11% | +2,374+3.9% | Added |
| CIBC World Markets Inc. | 63,036 | $4.73M | 0.01% | +63,036 | New |
| IFM Investors Pty Ltd | 62,723 | $4.71M | 0.05% | −19,736−23.9% | Reduced |
| CI Private Wealth, LLC | 61,044 | $4.59M | 0.01% | −53−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 59,572 | $4.47M | 0.03% | +7,563+14.5% | Added |
| Amalgamated Bank | 58,402 | $4.39M | 0.04% | +971+1.7% | Added |
| HITE Hedge Asset Management LLC | 58,310 | $4.38M | 0.27% | −238,876−80.4% | Reduced |
| British Columbia Investment Management Corp | 57,145 | $4.29M | 0.03% | −65−0.1% | Reduced |
| Martingale Asset Management L P | 53,925 | $4.05M | 0.10% | +49,811+1,210.8% | Added |
| Yousif Capital Management, LLC | 53,091 | $3.99M | 0.05% | −683−1.3% | Reduced |
| Engineers Gate Manager LP | 52,756 | $3.96M | 0.07% | −93,592−64.0% | Reduced |
| Utah Retirement Systems | 49,208 | $3.70M | 0.04% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,010 | $3.68M | 0.04% | +799+1.7% | Added |
| Guggenheim Capital LLC | 48,137 | $3.62M | 0.03% | −127−0.3% | Reduced |
| Agf Management Ltd | 47,399 | $3.56M | 0.02% | −30.0% | Reduced |
| ProShare Advisors LLC | 47,028 | $3.53M | 0.01% | +1,736+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 46,560 | $3.50M | 0.01% | −68,781−59.6% | Reduced |
| Mariner, LLC | 44,829 | $3.37M | 0.01% | +6,091+15.7% | Added |
| Captrust Financial Advisors | 44,148 | $3.32M | 0.01% | +2,753+6.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 43,167 | $3.24M | 0.03% | +223+0.5% | Added |
| Swiss Life Asset Management Ltd | 42,831 | $3.22M | 0.02% | −37,540−46.7% | Reduced |
| Daiwa Securities Group Inc. | 42,502 | $3.19M | 0.01% | −8,498−16.7% | Reduced |
| Xponance, Inc. | 42,132 | $3.16M | 0.03% | +775+1.9% | Added |
| Creative Planning | 42,118 | $3.16M | 0.00% | +1,275+3.1% | Added |
| Panagora Asset Management Inc | 42,007 | $3.16M | 0.02% | −16,156−27.8% | Reduced |
| Pacer Advisors, Inc. | 40,601 | $3.05M | 0.01% | −16,547−29.0% | Reduced |
| Private Advisor Group, LLC | 40,445 | $3.04M | 0.02% | +1,634+4.2% | Added |
| New York Life Investment Management LLC | 39,901 | $3.00M | 0.03% | −96−0.2% | Reduced |
| JustInvest LLC | 39,343 | $2.96M | 0.04% | +2,674+7.3% | Added |
| Sterling Capital Management LLC | 39,233 | $2.95M | 0.05% | −62,590−61.5% | Reduced |
| Nissay Asset Management Corp | 38,711 | $2.91M | 0.02% | +445+1.2% | Added |
| Intech Investment Management LLC | 38,397 | $2.88M | 0.03% | −1,567−3.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 38,360 | $2.88M | 0.01% | +1,864+5.1% | Added |
| ING Groep NV | 38,153 | $2.87M | 0.02% | −80.0% | 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 |
| Andra AP-fonden | 37,274 | $2.80M | 0.05% | −82,126−68.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,377 | $2.77M | 0.01% | +998+2.7% | Added |
| Cetera Investment Advisers | 36,741 | $2.76M | 0.01% | +2,750+8.1% | Added |
| Bank of Nova Scotia | 36,530 | $2.74M | 0.01% | −9,368−20.4% | Reduced |
| Fifth Third Bancorp | 36,304 | $2.73M | 0.01% | +2,719+8.1% | Added |
| J. Safra Sarasin Holding AG | 36,168 | $2.72M | 0.05% | −1,343−3.6% | Reduced |
| CIBC World Markets Corp | 36,039 | $2.71M | 0.02% | −11,121−23.6% | Reduced |
| Hudson Bay Capital Management LP | 35,427 | $2.66M | 0.02% | −188,540−84.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35,052 | $2.63M | 0.44% | +8,244+30.8% | Added |
| State of Alaska, Department of Revenue | 35,015 | $2.63M | 0.03% | +950+2.8% | Added |
| Polymer Capital Management (US) LLC | 35,000 | $2.63M | 0.79% | −5,000−12.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,951 | $2.63M | 0.01% | +20,105+135.4% | Added |
| Mutual of America Capital Management LLC | 34,743 | $2.61M | 0.03% | −1,045−2.9% | Reduced |
| Cerity Partners LLC | 34,681 | $2.60M | 0.01% | +8,536+32.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 34,638 | $2.60M | 0.01% | +3,367+10.8% | Added |
| Janney Montgomery Scott LLC | 34,591 | $2.60M | 0.01% | −1,175−3.3% | Reduced |
| Delta Global Management LP | 34,566 | $2.60M | 0.19% | +34,566 | New |
| OP Asset Management Ltd | 34,042 | $2.56M | 0.04% | +34,042 | New |
| Allianz Asset Management GmbH | 33,345 | $2.50M | 0.00% | −171,577−83.7% | Reduced |
| Colony Group, LLC | 33,153 | $2.49M | 0.01% | +1,415+4.5% | Added |
| Steel Peak Wealth Management LLC | 32,159 | $2.42M | 0.10% | +32,159 | New |
| Sigma Planning Corp | 32,045 | $2.41M | 0.08% | +142+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 31,539 | $2.37M | 0.00% | +31,539 | New |
| Parr McKnight Wealth Management Group, LLC | 31,422 | $2.36M | 0.34% | +1,154+3.8% | Added |
| CWM Advisors, LLC | 30,439 | $2.29M | 0.27% | +284+0.9% | Added |
| Sanctuary Advisors, LLC | 29,926 | $2.25M | 0.02% | −6,919−18.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,723 | $2.23M | 0.02% | −651−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 29,526 | $2.22M | 0.00% | +1,693+6.1% | Added |
| Mackenzie Financial Corp | 29,406 | $2.21M | 0.00% | +3,429+13.2% | Added |
| Baird Financial Group, Inc. | 28,903 | $2.17M | 0.00% | +278+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,780 | $2.16M | 0.00% | −32,687−53.2% | Reduced |
| WealthTrust Axiom LLC | 28,600 | $2.15M | 0.65% | −1,500−5.0% | Reduced |
| Pathstone Holdings, LLC | 28,466 | $2.14M | 0.01% | +2,195+8.4% | Added |
| Ontario Teachers Pension Plan Board | 28,427 | $2.14M | 0.03% | +3,150+12.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 28,350 | $2.13M | 0.09% | +8,217+40.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,139 | $2.11M | 0.01% | +2,080+8.0% | Added |
| HB Wealth Management, LLC | 27,919 | $2.10M | 0.02% | +4,665+20.1% | Added |
| Susquehanna International Group, LLP | 27,778 | $2.09M | 0.00% | −144,586−83.9% | Reduced |
| Achmea Investment Management B.V. | 27,702 | $2.08M | 0.03% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 27,178 | $2.04M | 0.26% | −40,196−59.7% | Reduced |
| Wolverine Trading, LLC | 27,312 | $2.03M | 0.06% | −1,764−6.1% | Reduced |
| Rakuten Investment Management, Inc. | 27,310 | $2.03M | 0.01% | +27,310 | New |
| Gamco Investors, Inc. Et Al | 26,950 | $2.02M | 0.02% | −500−1.8% | Reduced |
| Rafferty Asset Management, LLC | 26,886 | $2.02M | 0.01% | −6,651−19.8% | Reduced |
| GWM Advisors LLC | 26,795 | $2.01M | 0.01% | −421−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 26,352 | $1.98M | 0.03% | +2,832+12.0% | Added |
| Avantax Advisory Services, Inc. | 25,738 | $1.93M | 0.01% | +6,744+35.5% | Added |
| Ferguson Wellman Capital Management, Inc | 25,681 | $1.93M | 0.04% | −267−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 25,644 | $1.93M | 0.04% | +20+0.1% | Added |
| First Manhattan Co | 25,344 | $1.90M | 0.01% | −1,055−4.0% | Reduced |
| KBC Group NV | 25,342 | $1.90M | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 25,243 | $1.90M | 0.01% | +7,300+40.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 24,876 | $1.87M | 0.80% | +24,876 | New |
| Oak Thistle LLC | 24,651 | $1.85M | 0.37% | +15,085+157.7% | Added |
| XTX Topco Ltd | 24,511 | $1.84M | 0.09% | +19,829+423.5% | Added |
| Wedge Capital Management L L P | 24,290 | $1.82M | 0.04% | −2,050−7.8% | Reduced |
| Mizuho Securities USA LLC | 23,924 | $1.80M | 0.04% | −4,394−15.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 23,337 | $1.75M | 1.15% | +174+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 23,064 | $1.73M | 0.02% | +893+4.0% | Added |
| O'Shaughnessy Asset Management, LLC | 23,056 | $1.73M | 0.01% | +3,176+16.0% | Added |
| Bessemer Group Inc | 23,028 | $1.73M | 0.00% | −31,245−57.6% | Reduced |