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, Q2 2025
Institutional positions in CMS Energy Corp as of Jun 30, 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
- 745
- +20 vs. Q1 2025
- Shares held
- 295.3M
- +8.55M (+3.0%) vs. Q1 2025
- Total value
- $20.5B
- −$1.08B (−5.0%) vs. Q1 2025
- New holders
- 93
- 293 more added
- Sold out
- 73
- 240 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $20.6B |
| Q3 2025 | 776 | $22.6B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.7B |
| Q4 2024 | 716 | $19.0B |
| Q3 2024 | 710 | $22.0B |
| Q2 2024 | 686 | $18.1B |
| Q1 2024 | 664 | $19.1B |
| Q4 2023 | 633 | $17.9B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.4B |
| Q1 2023 | 631 | $16.8B |
| Q4 2022 | 636 | $17.3B |
| 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 | $16.0B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 39,044,129 | $2.70B | 0.04% | +702,713+1.8% | Added |
| BlackRock, Inc. | 30,834,987 | $2.14B | 0.04% | +32,860+0.1% | Added |
| JPMorgan Chase & Co | 20,818,677 | $1.44B | 0.10% | −2,555,725−10.9% | Reduced |
| State Street Corp | 17,457,182 | $1.21B | 0.05% | +776,481+4.7% | Added |
| Massachusetts Financial Services Co | 9,331,771 | $646.5M | 0.21% | −296,877−3.1% | Reduced |
| Geode Capital Management, LLC | 8,020,765 | $553.4M | 0.04% | +130,059+1.6% | Added |
| Invesco Ltd. | 7,162,402 | $496.2M | 0.08% | +142,908+2.0% | Added |
| Price T Rowe Associates Inc | 6,970,815 | $482.9M | 0.05% | −9,584,062−57.9% | Reduced |
| Morgan Stanley | 6,224,683 | $431.2M | 0.03% | +542,902+9.6% | Added |
| Wells Fargo & Company | 5,933,313 | $411.1M | 0.09% | −290,302−4.7% | Reduced |
| Deutsche Bank AG | 5,922,545 | $410.3M | 0.15% | +1,116,648+23.2% | Added |
| GQG Partners LLC | 5,492,088 | $380.5M | 0.54% | +5,411,504+6,715.4% | Added |
| Victory Capital Management Inc | 5,150,344 | $356.9M | 0.23% | +4,606,570+847.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,850,944 | $336.1M | 0.35% | +83,567+1.8% | Added |
| Ameriprise Financial Inc | 4,771,772 | $330.1M | 0.08% | −158,901−3.2% | Reduced |
| UBS Asset Management Americas Inc | 4,623,546 | $320.3M | 0.06% | +1,216,394+35.7% | Added |
| Goldman Sachs Group Inc | 4,008,269 | $277.7M | 0.04% | −475,316−10.6% | Reduced |
| Norges Bank | 3,449,056 | $239.0M | 0.03% | +866,951+33.6% | Added |
| Bank of America Corp | 3,311,592 | $229.4M | 0.02% | +174,980+5.6% | Added |
| Lord, Abbett & Co. LLC | 3,248,232 | $225.0M | 0.72% | +945,894+41.1% | Added |
| FIL Ltd | 2,961,325 | $205.2M | 0.18% | +14,528+0.5% | Added |
| Legal & General Group Plc | 2,897,274 | $200.7M | 0.05% | −107,587−3.6% | Reduced |
| Northern Trust Corp | 2,879,295 | $199.5M | 0.03% | −147,040−4.9% | Reduced |
| UBS Group AG | 2,318,001 | $160.6M | 0.03% | +580,591+33.4% | Added |
| Bank of New York Mellon Corp | 2,181,078 | $151.1M | 0.03% | −108,109−4.7% | Reduced |
| Citadel Advisors LLC | 2,145,406 | $148.6M | 0.13% | +728,091+51.4% | Added |
| Pictet Asset Management Holding SA | 2,129,138 | $147.5M | 0.15% | −135,304−6.0% | Reduced |
| Perpetual Ltd | 2,041,739 | $141.5M | 1.66% | −114,245−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,925,841 | $133.4M | 0.02% | +22,994+1.2% | Added |
| Reaves W H & Co Inc | 1,872,542 | $129.7M | 2.88% | +1,511,164+418.2% | Added |
| Jennison Associates LLC | 1,852,146 | $128.3M | 0.08% | −20,138−1.1% | Reduced |
| Nuveen, LLC | 1,718,110 | $119.0M | 0.03% | +296,927+20.9% | Added |
| Truist Financial Corp | 1,714,251 | $118.8M | 0.17% | −43,496−2.5% | Reduced |
| Franklin Resources Inc | 1,597,121 | $110.6M | 0.03% | −102,442−6.0% | Reduced |
| Macquarie Group Ltd | 1,473,829 | $102.1M | 0.13% | +172,011+13.2% | Added |
| Qube Research & Technologies Ltd | 1,460,924 | $101.2M | 0.14% | +1,333,743+1,048.7% | Added |
| Duff & Phelps Investment Management Co | 1,453,667 | $100.7M | 1.18% | +71,620+5.2% | Added |
| Amundi | 1,440,326 | $100.4M | 0.03% | −1,342,439−48.2% | Reduced |
| Soroban Capital Partners LP | 1,435,170 | $99.4M | 0.97% | +980,733+215.8% | Added |
| Dimensional Fund Advisors LP | 1,388,025 | $96.2M | 0.02% | +45,808+3.4% | Added |
| iA Global Asset Management Inc. | 1,361,949 | $94.4M | 1.42% | −59,608−4.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $91.6M | 0.16% | +1,063+0.1% | Added |
| Barclays PLC | 1,308,831 | $90.7M | 0.04% | +18,020+1.4% | Added |
| California Public Employees Retirement System | 1,084,623 | $75.1M | 0.05% | −249,442−18.7% | Reduced |
| Envestnet Asset Management Inc | 1,038,686 | $72.0M | 0.02% | +70,908+7.3% | Added |
| First Trust Advisors LP | 1,029,028 | $71.3M | 0.06% | −97,164−8.6% | Reduced |
| Cbre Clarion Securities LLC | 984,104 | $68.2M | 1.03% | −16,256−1.6% | Reduced |
| Royal Bank of Canada | 907,532 | $62.9M | 0.01% | −131,427−12.6% | Reduced |
| TD Asset Management Inc | 906,109 | $62.8M | 0.05% | +38,342+4.4% | Added |
| Swiss National Bank | 905,400 | $62.7M | 0.04% | +62,700+7.4% | Added |
| UniSuper Management Pty Ltd | 900,174 | $62.4M | 0.42% | +280,478+45.3% | Added |
| Brookfield Asset Management Inc. | 884,640 | $61.3M | 0.07% | −188,898−17.6% | Reduced |
| Citigroup Inc | 857,663 | $59.4M | 0.04% | −140,623−14.1% | Reduced |
| Standard Life Aberdeen plc | 847,288 | $58.7M | 0.10% | −69,309−7.6% | Reduced |
| Rockefeller Capital Management L.P. | 802,409 | $55.6M | 0.12% | +261,323+48.3% | Added |
| Fisher Funds Management LTD | 780,606 | $54.1M | 1.28% | 00.0% | Unchanged |
| Aviva PLC | 764,887 | $53.0M | 0.11% | +49,162+6.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 757,923 | $52.5M | 0.03% | +28,470+3.9% | Added |
| Bahl & Gaynor Inc | 724,816 | $50.2M | 0.25% | +62,880+9.5% | Added |
| Rhumbline Advisers | 690,464 | $47.8M | 0.04% | +9,782+1.4% | Added |
| Railway Pension Investments Ltd | 681,200 | $47.2M | 0.67% | 00.0% | Unchanged |
| FMR LLC | 658,359 | $45.6M | 0.00% | −271,392−29.2% | Reduced |
| Energy Income Partners, LLC | 654,281 | $45.3M | 0.89% | +21,386+3.4% | Added |
| Prudential Financial Inc | 645,713 | $44.7M | 0.06% | −10,208−1.6% | Reduced |
| Canada Pension Plan Investment Board | 634,192 | $43.9M | 0.04% | +328,696+107.6% | Added |
| Voloridge Investment Management, LLC | 618,740 | $42.9M | 0.16% | +618,740 | New |
| Partners Group Holding AG | 611,962 | $42.4M | 1.99% | −70,134−10.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 591,377 | $41.0M | 0.03% | +58,024+10.9% | Added |
| ING Groep NV | 586,859 | $40.7M | 0.25% | +548,706+1,438.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 573,084 | $39.7M | 0.21% | +4,839+0.9% | Added |
| Miller Howard Investments Inc | 571,340 | $39.6M | 1.26% | +4,154+0.7% | Added |
| STRS Ohio | 552,918 | $38.3M | 0.14% | +9,247+1.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 537,619 | $37.2M | 0.35% | −16,381−3.0% | Reduced |
| HSBC Holdings PLC | 534,302 | $37.0M | 0.02% | −69,041−11.4% | Reduced |
| Janus Henderson Group PLC | 527,561 | $36.5M | 0.02% | +49,554+10.4% | Added |
| Bank of Montreal | 517,575 | $35.9M | 0.02% | −77,617−13.0% | Reduced |
| AQR Capital Management LLC | 491,284 | $33.8M | 0.03% | +973+0.2% | Added |
| RWC Asset Management LLP | 485,833 | $33.7M | 1.77% | −28,542−5.5% | Reduced |
| Capital International Investors | 479,557 | $33.2M | 0.01% | −68,609−12.5% | Reduced |
| Principal Financial Group Inc | 448,155 | $31.0M | 0.02% | +38,663+9.4% | Added |
| M&T Bank Corp | 433,275 | $30.0M | 0.10% | −3,246−0.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 433,240 | $30.0M | 0.05% | +68,296+18.7% | Added |
| Tredje AP-fonden | 432,456 | $30.0M | 0.24% | +344,205+390.0% | Added |
| 1832 Asset Management L.P. | 420,312 | $29.1M | 0.05% | −57,458−12.0% | Reduced |
| Renaissance Technologies LLC | 420,300 | $29.1M | 0.04% | −223,500−34.7% | Reduced |
| Ensign Peak Advisors, Inc | 415,064 | $28.8M | 0.05% | +17,964+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 408,557 | $28.7M | 0.05% | −21,344−5.0% | Reduced |
| Public Employees Retirement Association of Colorado | 411,937 | $28.5M | 0.11% | 00.0% | Unchanged |
| LPL Financial LLC | 406,388 | $28.2M | 0.01% | +30,390+8.1% | Added |
| National Pension Service | 404,536 | $28.0M | 0.02% | +3,324+0.8% | Added |
| APG Asset Management N.V. | 460,595 | $27.2M | 0.08% | +148,319+47.5% | Added |
| Manufacturers Life Insurance Company, The | 387,391 | $26.8M | 0.02% | +202,101+109.1% | Added |
| T. Rowe Price Investment Management, Inc. | 380,645 | $26.4M | 0.02% | +94,637+33.1% | Added |
| California State Teachers Retirement System | 363,087 | $25.2M | 0.03% | +10,000+2.8% | Added |
| Alliancebernstein L.P. | 342,816 | $23.8M | 0.01% | −87,559−20.3% | Reduced |
| Cidel Asset Management Inc | 322,658 | $22.4M | 1.34% | +45,715+16.5% | Added |
| Raymond James Financial Inc | 320,119 | $22.2M | 0.01% | −36,979−10.4% | Reduced |
| Schroder Investment Management Group | 319,518 | $22.1M | 0.02% | −36,766−10.3% | Reduced |
| State Board of Administration of Florida Retirement System | 316,518 | $21.9M | 0.04% | +6,720+2.2% | Added |
| Zimmer Partners, LP | 302,138 | $20.9M | 0.48% | +302,138 | New |