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 State Common Retirement Fund | 147,807 | $10.2M | 0.01% | −1,030−0.7% | Reduced |
| Quantinno Capital Management LP | 150,744 | $10.4M | 0.05% | +54,439+56.5% | Added |
| Verition Fund Management LLC | 152,076 | $10.5M | 0.06% | +152,076 | New |
| Bokf, NA | 152,325 | $10.6M | 0.17% | −1,730−1.1% | Reduced |
| Millennium Management LLC | 156,556 | $10.8M | 0.01% | −9,677−5.8% | Reduced |
| State of Tennessee, Treasury Department | 156,576 | $10.8M | 0.04% | +21,044+15.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 157,996 | $10.9M | 0.03% | +1,291+0.8% | Added |
| Nicholas Company, Inc. | 161,860 | $11.2M | 0.19% | −5,730−3.4% | Reduced |
| Nisa Investment Advisors, LLC | 161,947 | $11.2M | 0.05% | −753−0.5% | Reduced |
| Omers Administration Corp | 162,989 | $11.3M | 0.09% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 167,498 | $11.6M | 0.39% | +4,800+3.0% | Added |
| Sone Capital Management, LLC | 168,247 | $11.7M | 1.08% | +168,247 | New |
| Wealthfront Advisers LLC | 171,626 | $11.9M | 0.03% | −404−0.2% | Reduced |
| Natixis Advisors, L.P. | 176,157 | $12.2M | 0.02% | −91,348−34.1% | Reduced |
| Korea Investment CORP | 176,576 | $12.2M | 0.03% | −3,800−2.1% | Reduced |
| Assenagon Asset Management S.A. | 176,639 | $12.2M | 0.02% | −14,445−7.6% | Reduced |
| Great West Life Assurance Co | 178,113 | $12.4M | 0.02% | −4,921−2.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 182,309 | $12.6M | 0.34% | −99,560−35.3% | Reduced |
| Asset Management One Co.,Ltd. | 184,296 | $12.8M | 0.04% | −10,530−5.4% | Reduced |
| Public Employees Retirement System of Ohio | 184,625 | $12.8M | 0.04% | −6,343−3.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 189,830 | $13.2M | 0.03% | −22,359−10.5% | Reduced |
| Gabelli Funds LLC | 190,217 | $13.2M | 0.09% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 194,135 | $13.4M | 0.07% | −9,646−4.7% | Reduced |
| Bruce & Co., Inc. | 196,000 | $13.6M | 4.40% | −30,000−13.3% | Reduced |
| Magellan Asset Management Ltd | 200,553 | $13.9M | 0.16% | −847−0.4% | Reduced |
| Aventail Capital Group, LP | 201,657 | $14.0M | 0.62% | −2,645−1.3% | Reduced |
| Keybank National Association | 214,282 | $14.8M | 0.06% | −7,263−3.3% | Reduced |
| US Bancorp | 225,138 | $15.6M | 0.02% | −5,843−2.5% | Reduced |
| State of Wisconsin Investment Board | 226,635 | $15.7M | 0.04% | −87,466−27.8% | Reduced |
| AE Wealth Management LLC | 230,684 | $16.0M | 0.12% | −12,135−5.0% | Reduced |
| New York State Teachers Retirement System | 232,484 | $16.1M | 0.03% | +148+0.1% | Added |
| Covea Finance | 236,050 | $16.4M | 0.61% | +62,650+36.1% | Added |
| Two Sigma Advisers, LP | 240,500 | $16.7M | 0.03% | +68,200+39.6% | Added |
| National Bank of Canada | 249,706 | $17.3M | 0.02% | −46,970−15.8% | Reduced |
| Beck Bode, LLC | 258,289 | $17.9M | 3.03% | +10,101+4.1% | Added |
| Bank of Nova Scotia | 259,974 | $18.0M | 0.04% | +223,444+611.7% | Added |
| Two Sigma Investments, LP | 266,074 | $18.4M | 0.03% | −33,115−11.1% | Reduced |
| CIBC Asset Management Inc | 276,115 | $19.1M | 0.06% | +40,748+17.3% | Added |
| D. E. Shaw & Co., Inc. | 285,672 | $19.8M | 0.02% | −126,954−30.8% | Reduced |
| Russell Investments Group, Ltd. | 290,033 | $20.1M | 0.03% | +49,693+20.7% | Added |
| Avalon Trust Co | 290,371 | $20.1M | 1.47% | +2,350+0.8% | Added |
| BNP Paribas Arbitrage, SA | 291,093 | $20.2M | 0.02% | −605,220−67.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 291,118 | $20.2M | 0.26% | −166,691−36.4% | Reduced |
| Artemis Investment Management LLP | 291,216 | $20.2M | 0.26% | +35,760+14.0% | Added |
| Capital Group Private Client Services, Inc. | 292,226 | $20.2M | 0.18% | −5,105−1.7% | Reduced |
| Zimmer Partners, LP | 302,138 | $20.9M | 0.48% | +302,138 | New |
| State Board of Administration of Florida Retirement System | 316,518 | $21.9M | 0.04% | +6,720+2.2% | Added |
| Schroder Investment Management Group | 319,518 | $22.1M | 0.02% | −36,766−10.3% | Reduced |
| Raymond James Financial Inc | 320,119 | $22.2M | 0.01% | −36,979−10.4% | Reduced |
| Cidel Asset Management Inc | 322,658 | $22.4M | 1.34% | +45,715+16.5% | Added |
| Alliancebernstein L.P. | 342,816 | $23.8M | 0.01% | −87,559−20.3% | Reduced |
| California State Teachers Retirement System | 363,087 | $25.2M | 0.03% | +10,000+2.8% | Added |
| T. Rowe Price Investment Management, Inc. | 380,645 | $26.4M | 0.02% | +94,637+33.1% | Added |
| Manufacturers Life Insurance Company, The | 387,391 | $26.8M | 0.02% | +202,101+109.1% | Added |
| APG Asset Management N.V. | 460,595 | $27.2M | 0.08% | +148,319+47.5% | Added |
| National Pension Service | 404,536 | $28.0M | 0.02% | +3,324+0.8% | Added |
| LPL Financial LLC | 406,388 | $28.2M | 0.01% | +30,390+8.1% | Added |
| Public Employees Retirement Association of Colorado | 411,937 | $28.5M | 0.11% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 408,557 | $28.7M | 0.05% | −21,344−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 415,064 | $28.8M | 0.05% | +17,964+4.5% | Added |
| Renaissance Technologies LLC | 420,300 | $29.1M | 0.04% | −223,500−34.7% | Reduced |
| 1832 Asset Management L.P. | 420,312 | $29.1M | 0.05% | −57,458−12.0% | Reduced |
| Tredje AP-fonden | 432,456 | $30.0M | 0.24% | +344,205+390.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 433,240 | $30.0M | 0.05% | +68,296+18.7% | Added |
| M&T Bank Corp | 433,275 | $30.0M | 0.10% | −3,246−0.7% | Reduced |
| Principal Financial Group Inc | 448,155 | $31.0M | 0.02% | +38,663+9.4% | Added |
| Capital International Investors | 479,557 | $33.2M | 0.01% | −68,609−12.5% | Reduced |
| RWC Asset Management LLP | 485,833 | $33.7M | 1.77% | −28,542−5.5% | Reduced |
| AQR Capital Management LLC | 491,284 | $33.8M | 0.03% | +973+0.2% | Added |
| Bank of Montreal | 517,575 | $35.9M | 0.02% | −77,617−13.0% | Reduced |
| Janus Henderson Group PLC | 527,561 | $36.5M | 0.02% | +49,554+10.4% | Added |
| HSBC Holdings PLC | 534,302 | $37.0M | 0.02% | −69,041−11.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 537,619 | $37.2M | 0.35% | −16,381−3.0% | Reduced |
| STRS Ohio | 552,918 | $38.3M | 0.14% | +9,247+1.7% | Added |
| Miller Howard Investments Inc | 571,340 | $39.6M | 1.26% | +4,154+0.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 573,084 | $39.7M | 0.21% | +4,839+0.9% | Added |
| ING Groep NV | 586,859 | $40.7M | 0.25% | +548,706+1,438.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 591,377 | $41.0M | 0.03% | +58,024+10.9% | Added |
| Partners Group Holding AG | 611,962 | $42.4M | 1.99% | −70,134−10.3% | Reduced |
| Voloridge Investment Management, LLC | 618,740 | $42.9M | 0.16% | +618,740 | New |
| Canada Pension Plan Investment Board | 634,192 | $43.9M | 0.04% | +328,696+107.6% | Added |
| Prudential Financial Inc | 645,713 | $44.7M | 0.06% | −10,208−1.6% | Reduced |
| Energy Income Partners, LLC | 654,281 | $45.3M | 0.89% | +21,386+3.4% | Added |
| FMR LLC | 658,359 | $45.6M | 0.00% | −271,392−29.2% | Reduced |
| Railway Pension Investments Ltd | 681,200 | $47.2M | 0.67% | 00.0% | Unchanged |
| Rhumbline Advisers | 690,464 | $47.8M | 0.04% | +9,782+1.4% | Added |
| Bahl & Gaynor Inc | 724,816 | $50.2M | 0.25% | +62,880+9.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 757,923 | $52.5M | 0.03% | +28,470+3.9% | Added |
| Aviva PLC | 764,887 | $53.0M | 0.11% | +49,162+6.9% | Added |
| Fisher Funds Management LTD | 780,606 | $54.1M | 1.29% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 802,409 | $55.6M | 0.12% | +261,323+48.3% | Added |
| Standard Life Aberdeen plc | 847,288 | $58.7M | 0.10% | −69,309−7.6% | Reduced |
| Citigroup Inc | 857,663 | $59.4M | 0.04% | −140,623−14.1% | Reduced |
| Brookfield Asset Management Inc. | 884,640 | $61.3M | 0.07% | −188,898−17.6% | Reduced |
| UniSuper Management Pty Ltd | 900,174 | $62.4M | 0.42% | +280,478+45.3% | Added |
| Swiss National Bank | 905,400 | $62.7M | 0.04% | +62,700+7.4% | Added |
| TD Asset Management Inc | 906,109 | $62.8M | 0.05% | +38,342+4.4% | Added |
| Royal Bank of Canada | 907,532 | $62.9M | 0.01% | −131,427−12.6% | Reduced |
| Cbre Clarion Securities LLC | 984,104 | $68.2M | 1.03% | −16,256−1.6% | Reduced |
| First Trust Advisors LP | 1,029,028 | $71.3M | 0.06% | −97,164−8.6% | Reduced |