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 | $20.5B |
| 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, 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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 14,010 | $971.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14,052 | $973.5K | 0.06% | +561+4.2% | Added |
| Croban | 14,056 | $973.8K | 0.83% | +167+1.2% | Added |
| Royal London Asset Management Ltd | 14,162 | $981.1K | 0.00% | −2,224−13.6% | Reduced |
| Nordea Investment Management AB | 14,362 | $989.1K | 0.00% | +104+0.7% | Added |
| Glenmede Investment Management, LP | 14,394 | $997.2K | 0.01% | +14,394 | New |
| Gulf International Bank (UK) Ltd | 14,478 | $1.00M | 0.04% | −2,308−13.7% | Reduced |
| Mirador Capital Partners LP | 14,804 | $1.03M | 0.17% | +600+4.2% | Added |
| Profund Advisors LLC | 15,037 | $1.04M | 0.04% | +3,271+27.8% | Added |
| Two Sigma Securities, LLC | 15,336 | $1.06M | 0.13% | +15,336 | New |
| Securian Asset Management, Inc | 15,529 | $1.08M | 0.03% | −200−1.3% | Reduced |
| Louisiana State Employees Retirement System | 15,800 | $1.09M | 0.02% | −300−1.9% | Reduced |
| Spirit of America Management Corp | 16,350 | $1.13M | 0.24% | +2,550+18.5% | Added |
| Huntington National Bank | 16,361 | $1.13M | 0.01% | −106−0.6% | Reduced |
| Bleakley Financial Group, LLC | 16,392 | $1.14M | 0.03% | +3,132+23.6% | Added |
| Mercer Global Advisors Inc | 17,816 | $1.23M | 0.00% | −836−4.5% | Reduced |
| Allianz Asset Management GmbH | 17,848 | $1.24M | 0.00% | −15,497−46.5% | Reduced |
| Boston Private Wealth LLC | 17,900 | $1.24M | 0.07% | +17,900 | New |
| Hartford Investment Management Co | 17,948 | $1.24M | 0.04% | −265−1.5% | Reduced |
| Metis Global Partners, LLC | 18,017 | $1.25M | 0.03% | −1,049−5.5% | Reduced |
| Norinchukin Bank, The | 18,102 | $1.25M | 0.02% | +4,942+37.6% | Added |
| Atria Investments LLC | 18,535 | $1.28M | 0.02% | +395+2.2% | Added |
| Capital International Sarl | 18,605 | $1.29M | 0.02% | −3,649−16.4% | Reduced |
| Cim, LLC | 18,886 | $1.31M | 0.18% | +772+4.3% | Added |
| Wedge Capital Management L L P | 18,949 | $1.31M | 0.02% | −5,341−22.0% | Reduced |
| Kentucky Retirement Systems | 19,068 | $1.32M | 0.04% | −1,250−6.2% | Reduced |
| Sherbrooke Park Advisers LLC | 19,125 | $1.32M | 0.58% | +15,944+501.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,406 | $1.34M | 0.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 19,546 | $1.35M | 0.02% | +1,681+9.4% | Added |
| Opus Investment Management Inc | 20,000 | $1.39M | 0.92% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 20,222 | $1.40M | 0.02% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 20,674 | $1.43M | 0.03% | +20,674 | New |
| Ninepoint Partners LP | 20,748 | $1.44M | 0.28% | +1,308+6.7% | Added |
| Sterling Capital Management LLC | 21,322 | $1.48M | 0.02% | −17,911−45.7% | Reduced |
| Boothbay Fund Management, LLC | 21,341 | $1.48M | 0.05% | +12,721+147.6% | Added |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.52M | 0.18% | 00.0% | Unchanged |
| Oak Thistle LLC | 22,041 | $1.53M | 0.22% | −2,610−10.6% | Reduced |
| Tounjian Advisory Partners, LLC | 20,468 | $1.54M | 0.30% | −266−1.3% | Reduced |
| Baird Financial Group, Inc. | 22,373 | $1.55M | 0.00% | −6,530−22.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,605 | $1.57M | 0.00% | +1,453+6.9% | Added |
| Neuberger Berman Group LLC | 23,170 | $1.61M | 0.00% | +5,560+31.6% | Added |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.62M | 0.01% | +354+1.5% | Added |
| HRT Financial LP | 23,485 | $1.63M | 0.01% | +23,485 | New |
| Nicholson Wealth Management Group, LLC | 23,495 | $1.63M | 1.00% | +158+0.7% | Added |
| Alberta Investment Management Corp | 23,900 | $1.66M | 0.01% | +23,900 | New |
| Crossmark Global Holdings, Inc. | 24,024 | $1.66M | 0.03% | −2,328−8.8% | Reduced |
| Virtu Financial LLC | 24,153 | $1.67M | 0.09% | +24,153 | New |
| Ramirez Asset Management, Inc. | 24,204 | $1.68M | 0.25% | +6,423+36.1% | Added |
| First Manhattan Co | 25,000 | $1.73M | 0.00% | −344−1.4% | Reduced |
| Hilton Capital Management, LLC | 25,102 | $1.74M | 0.14% | +3,031+13.7% | Added |
| NEOS Investment Management LLC | 25,151 | $1.74M | 0.02% | +5,349+27.0% | Added |
| AXA S.A. | 25,300 | $1.75M | 0.01% | +25,300 | New |
| KBC Group NV | 25,342 | $1.76M | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,370 | $1.76M | 0.01% | −1,425−5.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 25,771 | $1.79M | 0.03% | +90+0.4% | Added |
| Trexquant Investment LP | 25,789 | $1.79M | 0.02% | +25,789 | New |
| Oregon Public Employees Retirement Fund | 25,844 | $1.79M | 0.03% | +200+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,085 | $1.81M | 0.01% | −2,054−7.3% | Reduced |
| WealthTrust Axiom LLC | 26,600 | $1.84M | 0.54% | −2,000−7.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 26,735 | $1.85M | 0.25% | +26,735 | New |
| Gamco Investors, Inc. Et Al | 26,950 | $1.87M | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 27,078 | $1.88M | 0.02% | −841−3.0% | Reduced |
| Achmea Investment Management B.V. | 27,702 | $1.92M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 27,947 | $1.94M | 0.01% | +4,891+21.2% | Added |
| Steward Partners Investment Advisory, LLC | 28,342 | $1.96M | 0.02% | −1,381−4.6% | Reduced |
| Avantax Advisory Services, Inc. | 28,857 | $2.00M | 0.01% | +3,119+12.1% | Added |
| Cerity Partners LLC | 29,421 | $2.04M | 0.00% | −5,260−15.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 29,424 | $2.04M | 0.00% | −2,115−6.7% | Reduced |
| Mackenzie Financial Corp | 30,141 | $2.09M | 0.00% | +735+2.5% | Added |
| Sanctuary Advisors, LLC | 30,314 | $2.10M | 0.01% | +388+1.3% | Added |
| Pathstone Holdings, LLC | 31,035 | $2.15M | 0.01% | +2,569+9.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,873 | $2.18M | 0.00% | +2,093+7.3% | Added |
| Sigma Planning Corp | 31,615 | $2.19M | 0.07% | −430−1.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 31,763 | $2.20M | 0.09% | +3,413+12.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 31,888 | $2.21M | 0.16% | −130,755−80.4% | Reduced |
| Rafferty Asset Management, LLC | 32,148 | $2.23M | 0.01% | +5,262+19.6% | Added |
| Woodline Partners LP | 32,356 | $2.24M | 0.01% | +7,113+28.2% | Added |
| CWM Advisors, LLC | 32,568 | $2.26M | 0.25% | +2,129+7.0% | Added |
| USS Investment Management Ltd | 32,774 | $2.27M | 0.01% | +15,215+86.7% | Added |
| Janney Montgomery Scott LLC | 32,945 | $2.28M | 0.01% | −1,646−4.8% | Reduced |
| Wolverine Trading, LLC | 33,555 | $2.32M | 0.06% | +6,243+22.9% | Added |
| State of Alaska, Department of Revenue | 33,560 | $2.33M | 0.02% | −1,455−4.2% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 33,997 | $2.36M | 0.32% | +2,575+8.2% | Added |
| Mutual of America Capital Management LLC | 34,298 | $2.38M | 0.03% | −445−1.3% | Reduced |
| OP Asset Management Ltd | 34,572 | $2.40M | 0.04% | +530+1.6% | Added |
| Polymer Capital Management (US) LLC | 35,297 | $2.45M | 0.40% | +297+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 36,408 | $2.52M | 0.00% | +1,770+5.1% | Added |
| Cetera Investment Advisers | 36,596 | $2.54M | 0.00% | −145−0.4% | Reduced |
| Greenland Capital Management LP | 36,747 | $2.55M | 0.33% | −46,733−56.0% | Reduced |
| Intech Investment Management LLC | 37,313 | $2.59M | 0.02% | −1,084−2.8% | Reduced |
| CIBC World Markets Corp | 37,640 | $2.61M | 0.02% | +1,601+4.4% | Added |
| Nissay Asset Management Corp | 37,651 | $2.61M | 0.02% | −1,060−2.7% | Reduced |
| Fifth Third Bancorp | 37,819 | $2.62M | 0.01% | +1,515+4.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 38,118 | $2.64M | 0.01% | −242−0.6% | Reduced |
| Centiva Capital, LP | 38,166 | $2.64M | 0.17% | +38,166 | New |
| Colony Group, LLC | 38,196 | $2.65M | 0.01% | +5,043+15.2% | Added |
| DRW Securities, LLC | 39,000 | $2.70M | 0.19% | +35,869+1,145.6% | Added |
| Advisor Group Holdings, Inc. | 39,694 | $2.79M | 0.00% | +10,168+34.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 40,460 | $2.80M | 0.01% | +3,083+8.2% | Added |
| Gotham Asset Management, LLC | 40,534 | $2.81M | 0.02% | +28,341+232.4% | Added |