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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 292,226 | $20.2M | 0.18% | −5,105−1.7% | Reduced |
| Artemis Investment Management LLP | 291,216 | $20.2M | 0.26% | +35,760+14.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 291,118 | $20.2M | 0.26% | −166,691−36.4% | Reduced |
| BNP Paribas Arbitrage, SA | 291,093 | $20.2M | 0.02% | −605,220−67.5% | Reduced |
| Avalon Trust Co | 290,371 | $20.1M | 1.47% | +2,350+0.8% | Added |
| Russell Investments Group, Ltd. | 290,033 | $20.1M | 0.03% | +49,693+20.7% | Added |
| D. E. Shaw & Co., Inc. | 285,672 | $19.8M | 0.02% | −126,954−30.8% | Reduced |
| CIBC Asset Management Inc | 276,115 | $19.1M | 0.06% | +40,748+17.3% | Added |
| Two Sigma Investments, LP | 266,074 | $18.4M | 0.03% | −33,115−11.1% | Reduced |
| Bank of Nova Scotia | 259,974 | $18.0M | 0.04% | +223,444+611.7% | Added |
| Beck Bode, LLC | 258,289 | $17.9M | 3.03% | +10,101+4.1% | Added |
| National Bank of Canada | 249,706 | $17.3M | 0.02% | −46,970−15.8% | Reduced |
| Two Sigma Advisers, LP | 240,500 | $16.7M | 0.03% | +68,200+39.6% | Added |
| Covea Finance | 236,050 | $16.4M | 0.61% | +62,650+36.1% | Added |
| New York State Teachers Retirement System | 232,484 | $16.1M | 0.03% | +148+0.1% | Added |
| AE Wealth Management LLC | 230,684 | $16.0M | 0.12% | −12,135−5.0% | Reduced |
| State of Wisconsin Investment Board | 226,635 | $15.7M | 0.04% | −87,466−27.8% | Reduced |
| US Bancorp | 225,138 | $15.6M | 0.02% | −5,843−2.5% | Reduced |
| Keybank National Association | 214,282 | $14.8M | 0.06% | −7,263−3.3% | Reduced |
| Aventail Capital Group, LP | 201,657 | $14.0M | 0.62% | −2,645−1.3% | Reduced |
| Magellan Asset Management Ltd | 200,553 | $13.9M | 0.16% | −847−0.4% | Reduced |
| Bruce & Co., Inc. | 196,000 | $13.6M | 4.40% | −30,000−13.3% | Reduced |
| Epoch Investment Partners, Inc. | 194,135 | $13.4M | 0.07% | −9,646−4.7% | Reduced |
| Gabelli Funds LLC | 190,217 | $13.2M | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 189,830 | $13.2M | 0.03% | −22,359−10.5% | Reduced |
| Public Employees Retirement System of Ohio | 184,625 | $12.8M | 0.04% | −6,343−3.3% | Reduced |
| Asset Management One Co.,Ltd. | 184,296 | $12.8M | 0.04% | −10,530−5.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 182,309 | $12.6M | 0.34% | −99,560−35.3% | Reduced |
| Great West Life Assurance Co | 178,113 | $12.4M | 0.02% | −4,921−2.7% | Reduced |
| Assenagon Asset Management S.A. | 176,639 | $12.2M | 0.02% | −14,445−7.6% | Reduced |
| Korea Investment CORP | 176,576 | $12.2M | 0.03% | −3,800−2.1% | Reduced |
| Natixis Advisors, L.P. | 176,157 | $12.2M | 0.02% | −91,348−34.1% | Reduced |
| Wealthfront Advisers LLC | 171,626 | $11.9M | 0.03% | −404−0.2% | Reduced |
| Sone Capital Management, LLC | 168,247 | $11.7M | 1.08% | +168,247 | New |
| Hennessy Advisors Inc | 167,498 | $11.6M | 0.39% | +4,800+3.0% | Added |
| Omers Administration Corp | 162,989 | $11.3M | 0.09% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 161,947 | $11.2M | 0.05% | −753−0.5% | Reduced |
| Nicholas Company, Inc. | 161,860 | $11.2M | 0.19% | −5,730−3.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 157,996 | $10.9M | 0.03% | +1,291+0.8% | Added |
| State of Tennessee, Treasury Department | 156,576 | $10.8M | 0.04% | +21,044+15.5% | Added |
| Millennium Management LLC | 156,556 | $10.8M | 0.01% | −9,677−5.8% | Reduced |
| Bokf, NA | 152,325 | $10.6M | 0.17% | −1,730−1.1% | Reduced |
| Verition Fund Management LLC | 152,076 | $10.5M | 0.06% | +152,076 | New |
| Quantinno Capital Management LP | 150,744 | $10.4M | 0.05% | +54,439+56.5% | Added |
| New York State Common Retirement Fund | 147,807 | $10.2M | 0.01% | −1,030−0.7% | Reduced |
| Lazard Asset Management LLC | 144,790 | $10.0M | 0.01% | −23,812−14.1% | Reduced |
| Graham Capital Management, L.P. | 144,008 | $9.98M | 0.30% | +3,339+2.4% | Added |
| Toroso Investments, LLC | 142,919 | $9.90M | 0.06% | +33,146+30.2% | Added |
| Treasurer of the State of North Carolina | 138,959 | $9.63M | 0.03% | +2,759+2.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 135,646 | $9.40M | 0.57% | −9,054−6.3% | Reduced |
| Man Group plc | 134,338 | $9.31M | 0.02% | +26,028+24.0% | Added |
| Toronto Dominion Bank | 131,556 | $9.11M | 0.02% | +24,800+23.2% | Added |
| Contravisory Investment Management, Inc. | 130,819 | $9.06M | 1.78% | +9,420+7.8% | Added |
| Brasada Capital Management, LP | 128,515 | $9.06M | 1.54% | −4,651−3.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 129,532 | $8.97M | 0.04% | +20,648+19.0% | Added |
| Comerica Bank | 128,033 | $8.87M | 0.03% | −1,856−1.4% | Reduced |
| MetLife Investment Management | 127,953 | $8.86M | 0.05% | +3,275+2.6% | Added |
| First American Trust, FSB | 126,938 | $8.79M | 0.70% | −705−0.6% | Reduced |
| Squarepoint Ops LLC | 123,279 | $8.54M | 0.02% | +43,062+53.7% | Added |
| NewSquare Capital LLC | 124,948 | $8.53M | 0.63% | +6,693+5.7% | Added |
| AMF Pensionsforsakring AB | 121,251 | $8.41M | 0.06% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 121,168 | $8.39M | 0.02% | +9,018+8.0% | Added |
| Westwood Holdings Group Inc. | 120,698 | $8.36M | 0.06% | −3,545−2.9% | Reduced |
| Edgestream Partners, L.P. | 118,464 | $8.21M | 0.23% | +118,464 | New |
| Mattern Capital Management, LLC | 118,363 | $8.20M | 0.99% | +1,367+1.2% | Added |
| Summit Global Investments | 115,740 | $8.02M | 0.47% | −79,756−40.8% | Reduced |
| Howe & Rusling Inc | 114,528 | $7.93M | 0.59% | −10,056−8.1% | Reduced |
| Jane Street Group, LLC | 113,718 | $7.88M | 0.01% | −62,086−35.3% | Reduced |
| American Century Companies Inc | 113,346 | $7.85M | 0.00% | +27,774+32.5% | Added |
| Mn Services Vermogensbeheer B.V. | 111,869 | $7.75M | 0.05% | +6,300+6.0% | Added |
| Vestcor Inc | 109,634 | $7.59M | 0.23% | +97,610+811.8% | Added |
| Assetmark, Inc | 105,440 | $7.30M | 0.02% | +13,573+14.8% | Added |
| Van Eck Associates Corp | 105,253 | $7.29M | 0.01% | +8,123+8.4% | Added |
| HighTower Advisors, LLC | 100,934 | $6.99M | 0.01% | +14,011+16.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 100,337 | $6.95M | 0.03% | +22,151+28.3% | Added |
| Linden Advisors LP | 97,500 | $6.75M | 0.04% | +97,500 | New |
| Panagora Asset Management Inc | 94,870 | $6.57M | 0.03% | +52,863+125.8% | Added |
| Illinois Municipal Retirement Fund | 92,204 | $6.39M | 0.09% | −74,845−44.8% | Reduced |
| Nomura Holdings Inc | 91,634 | $6.35M | 0.05% | +20,040+28.0% | Added |
| Commonwealth Equity Services, LLC | 91,477 | $6.34M | 0.01% | +730+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,093 | $6.31M | 0.02% | +1,242+1.4% | Added |
| ASR Vermogensbeheer N.V. | 88,532 | $6.13M | 0.08% | +503+0.6% | Added |
| Voya Investment Management LLC | 88,025 | $6.10M | 0.01% | −3,117−3.4% | Reduced |
| Arizona State Retirement System | 87,425 | $6.06M | 0.03% | +1,020+1.2% | Added |
| First Citizens Bank & Trust Co | 86,324 | $5.98M | 0.11% | +22,695+35.7% | Added |
| SEI Investments Co | 85,775 | $5.94M | 0.01% | −11,168−11.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 85,363 | $5.90M | 0.05% | −400−0.5% | Reduced |
| Employees Retirement System of Texas | 84,245 | $5.84M | 0.05% | +84,245 | New |
| Andra AP-fonden | 83,173 | $5.76M | 0.08% | +45,899+123.1% | Added |
| New England Asset Management Inc | 82,935 | $5.75M | 0.89% | +405+0.5% | Added |
| First American Bank | 81,302 | $5.63M | 0.39% | +653+0.8% | Added |
| State of Michigan Retirement System | 81,299 | $5.63M | 0.03% | +200+0.2% | Added |
| DnB Asset Management AS | 80,770 | $5.60M | 0.02% | −58,859−42.2% | Reduced |
| Stifel Financial Corp | 79,661 | $5.52M | 0.01% | +2,799+3.6% | Added |
| Daiwa Securities Group Inc. | 79,438 | $5.50M | 0.02% | +36,936+86.9% | Added |
| State of New Jersey Common Pension Fund D | 78,720 | $5.45M | 0.02% | +320+0.4% | Added |
| Forsta Ap-Fonden | 77,900 | $5.40M | 0.04% | +9,600+14.1% | Added |
| Holocene Advisors, LP | 76,731 | $5.32M | 0.01% | +76,731 | New |
| Susquehanna Portfolio Strategies, LLC | 75,434 | $5.23M | 0.11% | +50,558+203.2% | Added |
| Intact Investment Management Inc. | 74,600 | $5.17M | 0.17% | −4,300−5.4% | Reduced |