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 York Life Investment Management LLC | 40,618 | $2.81M | 0.03% | +717+1.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40,707 | $2.82M | 0.36% | +5,655+16.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,081 | $2.85M | 0.01% | −5,479−11.8% | Reduced |
| Aigen Investment Management, LP | 41,813 | $2.90M | 0.40% | +41,813 | New |
| Private Advisor Group, LLC | 43,208 | $2.99M | 0.02% | +2,763+6.8% | Added |
| JustInvest LLC | 43,250 | $3.00M | 0.03% | +3,907+9.9% | Added |
| Susquehanna International Group, LLP | 44,686 | $3.10M | 0.00% | +16,908+60.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 45,041 | $3.12M | 0.03% | +1,874+4.3% | Added |
| Swiss Life Asset Management Ltd | 45,975 | $3.19M | 0.02% | +3,144+7.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,593 | $3.23M | 0.08% | +46,593 | New |
| Pacer Advisors, Inc. | 46,682 | $3.23M | 0.01% | +6,081+15.0% | Added |
| Mariner, LLC | 46,769 | $3.24M | 0.00% | +1,940+4.3% | Added |
| British Columbia Investment Management Corp | 47,064 | $3.26M | 0.02% | −10,081−17.6% | Reduced |
| Brinker Capital Investments, LLC | 47,577 | $3.30M | 0.03% | +10,212+27.3% | Added |
| Utah Retirement Systems | 48,933 | $3.39M | 0.04% | −275−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,062 | $3.40M | 0.03% | +52+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 49,077 | $3.40M | 0.21% | +49,077 | New |
| Captrust Financial Advisors | 49,789 | $3.45M | 0.01% | +5,641+12.8% | Added |
| Creative Planning | 50,508 | $3.50M | 0.00% | +8,390+19.9% | Added |
| XTX Topco Ltd | 51,339 | $3.56M | 0.15% | +26,828+109.5% | Added |
| ProShare Advisors LLC | 53,165 | $3.68M | 0.01% | +6,137+13.0% | Added |
| Agf Management Ltd | 53,563 | $3.71M | 0.02% | +6,164+13.0% | Added |
| Yousif Capital Management, LLC | 53,686 | $3.72M | 0.04% | +595+1.1% | Added |
| Martingale Asset Management L P | 53,925 | $3.74M | 0.09% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 54,003 | $3.74M | 0.10% | −11,784−17.9% | Reduced |
| Xponance, Inc. | 55,400 | $3.84M | 0.03% | +13,268+31.5% | Added |
| Guggenheim Capital LLC | 58,931 | $4.08M | 0.03% | +10,794+22.4% | Added |
| Amalgamated Bank | 59,071 | $4.09M | 0.03% | +669+1.1% | Added |
| CI Private Wealth, LLC | 59,407 | $4.12M | 0.01% | −1,637−2.7% | Reduced |
| Tudor Investment Corp Et Al | 59,416 | $4.12M | 0.03% | +59,416 | New |
| Public Sector Pension Investment Board | 61,530 | $4.26M | 0.02% | −18,376−23.0% | Reduced |
| Ontario Teachers Pension Plan Board | 62,134 | $4.30M | 0.09% | +33,707+118.6% | Added |
| Canada Post Corp Registered Pension Plan | 63,884 | $4.43M | 0.26% | +260+0.4% | Added |
| Logan Capital Management Inc | 63,884 | $4.43M | 0.21% | −2,023−3.1% | Reduced |
| Retirement Systems of Alabama | 64,185 | $4.45M | 0.02% | −230.0% | Reduced |
| IFM Investors Pty Ltd | 66,348 | $4.60M | 0.04% | +3,625+5.8% | Added |
| Hilltop Holdings Inc. | 67,268 | $4.66M | 0.30% | −456−0.7% | Reduced |
| SilverOak Wealth Management LLC | 68,838 | $4.77M | 0.89% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 71,390 | $4.95M | 0.02% | −39,539−35.6% | Reduced |
| Sourcerock Group LLC | 72,700 | $5.04M | 0.26% | +72,700 | New |
| Czech National Bank | 73,116 | $5.07M | 0.04% | +4,505+6.6% | Added |
| Wellington Management Group LLP | 73,247 | $5.07M | 0.00% | −1,462−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 73,619 | $5.10M | 0.05% | −38,243−34.2% | Reduced |
| The PNC Financial Services Group, Inc. | 73,638 | $5.10M | 0.00% | +6,062+9.0% | Added |
| Adage Capital Partners GP, L.L.C. | 73,961 | $5.12M | 0.01% | +73,961 | New |
| Intact Investment Management Inc. | 74,600 | $5.17M | 0.17% | −4,300−5.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 75,434 | $5.23M | 0.11% | +50,558+203.2% | Added |
| Holocene Advisors, LP | 76,731 | $5.32M | 0.01% | +76,731 | New |
| Forsta Ap-Fonden | 77,900 | $5.40M | 0.04% | +9,600+14.1% | Added |
| State of New Jersey Common Pension Fund D | 78,720 | $5.45M | 0.02% | +320+0.4% | Added |
| Daiwa Securities Group Inc. | 79,438 | $5.50M | 0.02% | +36,936+86.9% | Added |
| Stifel Financial Corp | 79,661 | $5.52M | 0.01% | +2,799+3.6% | Added |
| DnB Asset Management AS | 80,770 | $5.60M | 0.02% | −58,859−42.2% | Reduced |
| State of Michigan Retirement System | 81,299 | $5.63M | 0.03% | +200+0.2% | Added |
| First American Bank | 81,302 | $5.63M | 0.39% | +653+0.8% | Added |
| New England Asset Management Inc | 82,935 | $5.75M | 0.89% | +405+0.5% | Added |
| Andra AP-fonden | 83,173 | $5.76M | 0.08% | +45,899+123.1% | Added |
| Employees Retirement System of Texas | 84,245 | $5.84M | 0.05% | +84,245 | New |
| Wiley Bros.-Aintree Capital, LLC | 85,363 | $5.90M | 0.05% | −400−0.5% | Reduced |
| SEI Investments Co | 85,775 | $5.94M | 0.01% | −11,168−11.5% | Reduced |
| First Citizens Bank & Trust Co | 86,324 | $5.98M | 0.11% | +22,695+35.7% | Added |
| Arizona State Retirement System | 87,425 | $6.06M | 0.03% | +1,020+1.2% | Added |
| Voya Investment Management LLC | 88,025 | $6.10M | 0.01% | −3,117−3.4% | Reduced |
| ASR Vermogensbeheer N.V. | 88,532 | $6.13M | 0.08% | +503+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,093 | $6.31M | 0.02% | +1,242+1.4% | Added |
| Commonwealth Equity Services, LLC | 91,477 | $6.34M | 0.01% | +730+0.8% | Added |
| Nomura Holdings Inc | 91,634 | $6.35M | 0.05% | +20,040+28.0% | Added |
| Illinois Municipal Retirement Fund | 92,204 | $6.39M | 0.09% | −74,845−44.8% | Reduced |
| Panagora Asset Management Inc | 94,870 | $6.57M | 0.03% | +52,863+125.8% | Added |
| Linden Advisors LP | 97,500 | $6.75M | 0.04% | +97,500 | New |
| Envestnet Portfolio Solutions, Inc. | 100,337 | $6.95M | 0.03% | +22,151+28.3% | Added |
| HighTower Advisors, LLC | 100,934 | $6.99M | 0.01% | +14,011+16.1% | Added |
| Van Eck Associates Corp | 105,253 | $7.29M | 0.01% | +8,123+8.4% | Added |
| Assetmark, Inc | 105,440 | $7.30M | 0.02% | +13,573+14.8% | Added |
| Vestcor Inc | 109,634 | $7.59M | 0.23% | +97,610+811.8% | Added |
| Mn Services Vermogensbeheer B.V. | 111,869 | $7.75M | 0.05% | +6,300+6.0% | Added |
| American Century Companies Inc | 113,346 | $7.85M | 0.00% | +27,774+32.5% | Added |
| Jane Street Group, LLC | 113,718 | $7.88M | 0.01% | −62,086−35.3% | Reduced |
| Howe & Rusling Inc | 114,528 | $7.93M | 0.59% | −10,056−8.1% | Reduced |
| Summit Global Investments | 115,740 | $8.02M | 0.47% | −79,756−40.8% | Reduced |
| Mattern Capital Management, LLC | 118,363 | $8.20M | 0.99% | +1,367+1.2% | Added |
| Edgestream Partners, L.P. | 118,464 | $8.21M | 0.23% | +118,464 | New |
| Westwood Holdings Group Inc. | 120,698 | $8.36M | 0.06% | −3,545−2.9% | Reduced |
| Nomura Asset Management Co Ltd | 121,168 | $8.39M | 0.02% | +9,018+8.0% | Added |
| AMF Pensionsforsakring AB | 121,251 | $8.41M | 0.06% | 00.0% | Unchanged |
| NewSquare Capital LLC | 124,948 | $8.53M | 0.63% | +6,693+5.7% | Added |
| Squarepoint Ops LLC | 123,279 | $8.54M | 0.02% | +43,062+53.7% | Added |
| First American Trust, FSB | 126,938 | $8.79M | 0.70% | −705−0.6% | Reduced |
| MetLife Investment Management | 127,953 | $8.86M | 0.05% | +3,275+2.6% | Added |
| Comerica Bank | 128,033 | $8.87M | 0.03% | −1,856−1.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 129,532 | $8.97M | 0.04% | +20,648+19.0% | Added |
| Brasada Capital Management, LP | 128,515 | $9.06M | 1.54% | −4,651−3.5% | Reduced |
| Contravisory Investment Management, Inc. | 130,819 | $9.06M | 1.78% | +9,420+7.8% | Added |
| Toronto Dominion Bank | 131,556 | $9.11M | 0.02% | +24,800+23.2% | Added |
| Man Group plc | 134,338 | $9.31M | 0.02% | +26,028+24.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 135,646 | $9.40M | 0.57% | −9,054−6.3% | Reduced |
| Treasurer of the State of North Carolina | 138,959 | $9.63M | 0.03% | +2,759+2.0% | Added |
| Toroso Investments, LLC | 142,919 | $9.90M | 0.06% | +33,146+30.2% | Added |
| Graham Capital Management, L.P. | 144,008 | $9.98M | 0.30% | +3,339+2.4% | Added |
| Lazard Asset Management LLC | 144,790 | $10.0M | 0.01% | −23,812−14.1% | Reduced |