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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 22,853 | $1.72M | 0.05% | −632−2.7% | Reduced |
| Capital International Sarl | 22,254 | $1.67M | 0.04% | −6,159−21.7% | Reduced |
| Hilton Capital Management, LLC | 22,071 | $1.66M | 0.14% | +2,533+13.0% | Added |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.65M | 0.21% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 22,308 | $1.63M | 0.30% | +14,098+171.7% | Added |
| Northwestern Mutual Wealth Management Co | 21,152 | $1.59M | 0.00% | −44−0.2% | Reduced |
| Tounjian Advisory Partners, LLC | 20,734 | $1.56M | 0.29% | +20,734 | New |
| Kentucky Retirement Systems | 20,318 | $1.53M | 0.05% | −210−1.0% | Reduced |
| Gateway Investment Advisers LLC | 20,222 | $1.52M | 0.02% | −5,903−22.6% | Reduced |
| SG Americas Securities, LLC | 20,041 | $1.50M | 0.01% | −56,305−73.7% | Reduced |
| Opus Investment Management Inc | 20,000 | $1.50M | 1.07% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 19,802 | $1.49M | 0.03% | +3,759+23.4% | Added |
| Ninepoint Partners LP | 19,440 | $1.46M | 0.26% | +905+4.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,406 | $1.46M | 0.08% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 19,066 | $1.43M | 0.04% | +1,284+7.2% | Added |
| Mercer Global Advisors Inc | 18,652 | $1.40M | 0.00% | −1,892−9.2% | Reduced |
| Allstate Corp | 18,335 | $1.38M | 0.04% | +9,098+98.5% | Added |
| Hartford Investment Management Co | 18,213 | $1.37M | 0.05% | −188−1.0% | Reduced |
| Atria Investments LLC | 18,140 | $1.36M | 0.02% | +132+0.7% | Added |
| Cim, LLC | 18,114 | $1.36M | 0.20% | +46+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 17,924 | $1.35M | 0.01% | −1,326−6.9% | Reduced |
| Advisors Asset Management, Inc. | 17,865 | $1.34M | 0.03% | −1,853−9.4% | Reduced |
| Ramirez Asset Management, Inc. | 17,781 | $1.34M | 0.28% | −37−0.2% | Reduced |
| Neuberger Berman Group LLC | 17,610 | $1.32M | 0.00% | +433+2.5% | Added |
| USS Investment Management Ltd | 17,559 | $1.32M | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 16,786 | $1.26M | 0.04% | −6,050−26.5% | Reduced |
| Huntington National Bank | 16,467 | $1.24M | 0.01% | +3,948+31.5% | Added |
| Royal London Asset Management Ltd | 16,386 | $1.23M | 0.00% | +16,386 | New |
| Louisiana State Employees Retirement System | 16,100 | $1.21M | 0.02% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 16,094 | $1.21M | 0.04% | +16,094 | New |
| Securian Asset Management, Inc | 15,729 | $1.18M | 0.04% | −328−2.0% | Reduced |
| Glenmede Trust Co NA | 15,684 | $1.18M | 0.01% | +949+6.4% | Added |
| Horizon Kinetics Asset Management LLC | 15,675 | $1.18M | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 14,976 | $1.12M | 0.00% | +14,976 | New |
| CWM, LLC | 14,768 | $1.11M | 0.00% | +1,600+12.2% | Added |
| Qtron Investments LLC | 14,538 | $1.09M | 0.16% | +4,218+40.9% | Added |
| Nordea Investment Management AB | 14,258 | $1.07M | 0.00% | −1,910−11.8% | Reduced |
| Mirador Capital Partners LP | 14,204 | $1.07M | 0.19% | +83+0.6% | Added |
| New Mexico Educational Retirement Board | 14,010 | $1.05M | 0.04% | −200−1.4% | Reduced |
| Maryland State Retirement & Pension System | 13,911 | $1.04M | 0.02% | −2,562−15.6% | Reduced |
| Croban | 13,889 | $1.04M | 0.96% | +678+5.1% | Added |
| Spirit of America Management Corp | 13,800 | $1.04M | 0.21% | +500+3.8% | Added |
| Fiduciary Trust Co | 13,791 | $1.04M | 0.01% | +122+0.9% | Added |
| GAMMA Investing LLC | 13,491 | $1.01M | 0.08% | +2,020+17.6% | Added |
| Meeder Advisory Services, Inc. | 13,441 | $1.01M | 0.06% | +2,396+21.7% | Added |
| Ieq Capital, LLC | 13,372 | $1.00M | 0.01% | +13,372 | New |
| Benjamin Edwards Inc | 13,265 | $996.3K | 0.01% | −49,688−78.9% | Reduced |
| Bleakley Financial Group, LLC | 13,260 | $996.0K | 0.03% | +2,506+23.3% | Added |
| Norinchukin Bank, The | 13,160 | $988.4K | 0.02% | +1,458+12.5% | Added |
| Penserra Capital Management LLC | 13,091 | $982.0K | 0.02% | +12,311+1,578.3% | Added |
| Elevated Capital Advisors, LLC | 12,819 | $962.8K | 0.27% | +356+2.9% | Added |
| Ameritas Advisory Services, LLC | 12,796 | $961.1K | 0.04% | +12,796 | New |
| Exchange Traded Concepts, LLC | 12,488 | $938.0K | 0.02% | +87+0.7% | Added |
| Moody National Bank Trust Division | 12,444 | $934.7K | 0.10% | −98−0.8% | Reduced |
| Summit Financial, LLC | 12,439 | $934.3K | 0.03% | +4,257+52.0% | Added |
| BLB&B Advisors, LLC | 12,391 | $930.7K | 0.05% | −725−5.5% | Reduced |
| Thrivent Financial for Lutherans | 12,263 | $921.0K | 0.00% | −30.0% | Reduced |
| Prospera Financial Services Inc | 12,260 | $920.8K | 0.02% | −212−1.7% | Reduced |
| GTS Securities LLC | 12,205 | $916.7K | 0.04% | +9,027+284.0% | Added |
| Icon Advisers Inc | 12,200 | $916.3K | 0.21% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 12,193 | $915.8K | 0.01% | +2,239+22.5% | Added |
| Alamea Verwaltungs GmbH | 12,112 | $909.7K | 0.79% | +12,112 | New |
| Vestcor Inc | 12,024 | $903.0K | 0.03% | −2,983−19.9% | Reduced |
| PGGM Investments | 12,013 | $902.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 12,096 | $897.3K | 0.09% | −330−2.7% | Reduced |
| Ossiam | 11,811 | $887.1K | 0.01% | +7,046+147.9% | Added |
| Chesley Taft & Associates LLC | 11,806 | $886.7K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,766 | $883.7K | 0.04% | −4,370−27.1% | Reduced |
| Greenleaf Trust | 11,575 | $869.4K | 0.01% | +210+1.8% | Added |
| Vident Advisory, LLC | 11,555 | $868.0K | 0.01% | −5,102−30.6% | Reduced |
| Kesler, Norman & Wride, LLC | 11,340 | $851.8K | 0.16% | −1,067−8.6% | Reduced |
| Sumitomo Life Insurance Co | 11,233 | $843.7K | 0.03% | +146+1.3% | Added |
| QRG Capital Management, Inc. | 11,043 | $829.4K | 0.01% | +19+0.2% | Added |
| Altfest L J & Co Inc | 11,014 | $827.2K | 0.10% | +2,523+29.7% | Added |
| Elo Mutual Pension Insurance Co | 10,919 | $820.1K | 0.02% | −20,874−65.7% | Reduced |
| Integrated Investment Consultants, LLC | 10,861 | $815.8K | 0.16% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 10,779 | $810.0K | 0.01% | −3,050−22.1% | Reduced |
| Exchange Capital Management, Inc. | 10,738 | $806.6K | 0.13% | −2,943−21.5% | Reduced |
| BKM Wealth Management, LLC | 10,617 | $797.4K | 0.33% | +659+6.6% | Added |
| Sequoia Financial Advisors, LLC | 10,415 | $782.3K | 0.01% | +8+0.1% | Added |
| FORA Capital, LLC | 10,396 | $780.8K | 0.08% | +10,396 | New |
| Empirical Finance, LLC | 10,316 | $774.8K | 0.05% | +385+3.9% | Added |
| Capital International Inc | 10,292 | $773.0K | 0.01% | −2,425−19.1% | Reduced |
| Azimuth Capital Investment Management LLC | 10,122 | $760.3K | 0.03% | −1,530−13.1% | Reduced |
| Lido Advisors, LLC | 10,006 | $751.6K | 0.00% | −1,146−10.3% | Reduced |
| Canton Hathaway, LLC | 10,000 | $751.0K | 0.15% | +10,000 | New |
| TownSquare Capital, LLC | 9,792 | $735.4K | 0.01% | +3,928+67.0% | Added |
| Zions Bancorporation, National Association | 9,750 | $732.3K | 0.05% | +9,750 | New |
| Occudo Quantitative Strategies LP | 9,848 | $730.5K | 0.10% | +9,848 | New |
| Bryn Mawr Trust Co | 9,705 | $728.9K | 0.01% | +895+10.2% | Added |
| MML Investors Services, LLC | 9,645 | $724.0K | 0.00% | +122+1.3% | Added |
| United Capital Financial Advisers, LLC | 9,594 | $720.6K | 0.01% | +199+2.1% | Added |
| RIA Advisory Group LLC | 9,542 | $716.7K | 0.23% | +9,542 | New |
| Tokio Marine Asset Management Co Ltd | 9,520 | $715.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 9,516 | $714.0K | 0.03% | +9,516 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,503 | $713.8K | 0.01% | +17+0.2% | Added |
| Centennial Wealth Advisory LLC | 9,401 | $706.1K | 0.26% | +1,159+14.1% | Added |
| Whittier Trust Co | 9,332 | $700.9K | 0.01% | −278−2.9% | Reduced |
| Foster & Motley Inc | 9,226 | $693.0K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 9,183 | $689.7K | 0.00% | +32+0.3% | Added |