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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 73,961 | $5.12M | 0.01% | +73,961 | New |
| The PNC Financial Services Group, Inc. | 73,638 | $5.10M | 0.00% | +6,062+9.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 73,619 | $5.10M | 0.05% | −38,243−34.2% | Reduced |
| Wellington Management Group LLP | 73,247 | $5.07M | 0.00% | −1,462−2.0% | Reduced |
| Czech National Bank | 73,116 | $5.07M | 0.04% | +4,505+6.6% | Added |
| Sourcerock Group LLC | 72,700 | $5.04M | 0.26% | +72,700 | New |
| Teacher Retirement System of Texas | 71,390 | $4.95M | 0.02% | −39,539−35.6% | Reduced |
| SilverOak Wealth Management LLC | 68,838 | $4.77M | 0.89% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 67,268 | $4.66M | 0.30% | −456−0.7% | Reduced |
| IFM Investors Pty Ltd | 66,348 | $4.60M | 0.04% | +3,625+5.8% | Added |
| Retirement Systems of Alabama | 64,185 | $4.45M | 0.02% | −230.0% | Reduced |
| Logan Capital Management Inc | 63,884 | $4.43M | 0.21% | −2,023−3.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 63,884 | $4.43M | 0.26% | +260+0.4% | Added |
| Ontario Teachers Pension Plan Board | 62,134 | $4.30M | 0.09% | +33,707+118.6% | Added |
| Public Sector Pension Investment Board | 61,530 | $4.26M | 0.02% | −18,376−23.0% | Reduced |
| Tudor Investment Corp Et Al | 59,416 | $4.12M | 0.03% | +59,416 | New |
| CI Private Wealth, LLC | 59,407 | $4.12M | 0.01% | −1,637−2.7% | Reduced |
| Amalgamated Bank | 59,071 | $4.09M | 0.03% | +669+1.1% | Added |
| Guggenheim Capital LLC | 58,931 | $4.08M | 0.03% | +10,794+22.4% | Added |
| Xponance, Inc. | 55,400 | $3.84M | 0.03% | +13,268+31.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 54,003 | $3.74M | 0.10% | −11,784−17.9% | Reduced |
| Martingale Asset Management L P | 53,925 | $3.74M | 0.09% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 53,686 | $3.72M | 0.04% | +595+1.1% | Added |
| Agf Management Ltd | 53,563 | $3.71M | 0.02% | +6,164+13.0% | Added |
| ProShare Advisors LLC | 53,165 | $3.68M | 0.01% | +6,137+13.0% | Added |
| XTX Topco Ltd | 51,339 | $3.56M | 0.15% | +26,828+109.5% | Added |
| Creative Planning | 50,508 | $3.50M | 0.00% | +8,390+19.9% | Added |
| Captrust Financial Advisors | 49,789 | $3.45M | 0.01% | +5,641+12.8% | Added |
| Campbell & CO Investment Adviser LLC | 49,077 | $3.40M | 0.21% | +49,077 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,062 | $3.40M | 0.03% | +52+0.1% | Added |
| Utah Retirement Systems | 48,933 | $3.39M | 0.04% | −275−0.6% | Reduced |
| Brinker Capital Investments, LLC | 47,577 | $3.30M | 0.03% | +10,212+27.3% | Added |
| British Columbia Investment Management Corp | 47,064 | $3.26M | 0.02% | −10,081−17.6% | Reduced |
| Mariner, LLC | 46,769 | $3.24M | 0.00% | +1,940+4.3% | Added |
| Pacer Advisors, Inc. | 46,682 | $3.23M | 0.01% | +6,081+15.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,593 | $3.23M | 0.08% | +46,593 | New |
| Swiss Life Asset Management Ltd | 45,975 | $3.19M | 0.02% | +3,144+7.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 45,041 | $3.12M | 0.03% | +1,874+4.3% | Added |
| Susquehanna International Group, LLP | 44,686 | $3.10M | 0.00% | +16,908+60.9% | Added |
| JustInvest LLC | 43,250 | $3.00M | 0.03% | +3,907+9.9% | Added |
| Private Advisor Group, LLC | 43,208 | $2.99M | 0.02% | +2,763+6.8% | Added |
| Aigen Investment Management, LP | 41,813 | $2.90M | 0.40% | +41,813 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,081 | $2.85M | 0.01% | −5,479−11.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40,707 | $2.82M | 0.36% | +5,655+16.1% | Added |
| New York Life Investment Management LLC | 40,618 | $2.81M | 0.03% | +717+1.8% | Added |
| Gotham Asset Management, LLC | 40,534 | $2.81M | 0.02% | +28,341+232.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 40,460 | $2.80M | 0.01% | +3,083+8.2% | Added |
| Advisor Group Holdings, Inc. | 39,694 | $2.79M | 0.00% | +10,168+34.4% | Added |
| DRW Securities, LLC | 39,000 | $2.70M | 0.19% | +35,869+1,145.6% | Added |
| Colony Group, LLC | 38,196 | $2.65M | 0.01% | +5,043+15.2% | Added |
| Centiva Capital, LP | 38,166 | $2.64M | 0.17% | +38,166 | New |
| Fuller & Thaler Asset Management, Inc. | 38,118 | $2.64M | 0.01% | −242−0.6% | Reduced |
| Fifth Third Bancorp | 37,819 | $2.62M | 0.01% | +1,515+4.2% | Added |
| Nissay Asset Management Corp | 37,651 | $2.61M | 0.02% | −1,060−2.7% | Reduced |
| CIBC World Markets Corp | 37,640 | $2.61M | 0.02% | +1,601+4.4% | Added |
| Intech Investment Management LLC | 37,313 | $2.59M | 0.02% | −1,084−2.8% | Reduced |
| Greenland Capital Management LP | 36,747 | $2.55M | 0.33% | −46,733−56.0% | Reduced |
| Cetera Investment Advisers | 36,596 | $2.54M | 0.00% | −145−0.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,408 | $2.52M | 0.00% | +1,770+5.1% | Added |
| Polymer Capital Management (US) LLC | 35,297 | $2.45M | 0.40% | +297+0.8% | Added |
| OP Asset Management Ltd | 34,572 | $2.40M | 0.04% | +530+1.6% | Added |
| Mutual of America Capital Management LLC | 34,298 | $2.38M | 0.03% | −445−1.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 33,997 | $2.36M | 0.32% | +2,575+8.2% | Added |
| State of Alaska, Department of Revenue | 33,560 | $2.33M | 0.02% | −1,455−4.2% | Reduced |
| Wolverine Trading, LLC | 33,555 | $2.32M | 0.06% | +6,243+22.9% | Added |
| Janney Montgomery Scott LLC | 32,945 | $2.28M | 0.01% | −1,646−4.8% | Reduced |
| USS Investment Management Ltd | 32,774 | $2.27M | 0.01% | +15,215+86.7% | Added |
| CWM Advisors, LLC | 32,568 | $2.26M | 0.25% | +2,129+7.0% | Added |
| Woodline Partners LP | 32,356 | $2.24M | 0.01% | +7,113+28.2% | Added |
| Rafferty Asset Management, LLC | 32,148 | $2.23M | 0.01% | +5,262+19.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 31,888 | $2.21M | 0.16% | −130,755−80.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 31,763 | $2.20M | 0.09% | +3,413+12.0% | Added |
| Sigma Planning Corp | 31,615 | $2.19M | 0.07% | −430−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,873 | $2.18M | 0.00% | +2,093+7.3% | Added |
| Pathstone Holdings, LLC | 31,035 | $2.15M | 0.01% | +2,569+9.0% | Added |
| Sanctuary Advisors, LLC | 30,314 | $2.10M | 0.01% | +388+1.3% | Added |
| Mackenzie Financial Corp | 30,141 | $2.09M | 0.00% | +735+2.5% | Added |
| Arrowstreet Capital, Limited Partnership | 29,424 | $2.04M | 0.00% | −2,115−6.7% | Reduced |
| Cerity Partners LLC | 29,421 | $2.04M | 0.00% | −5,260−15.2% | Reduced |
| Avantax Advisory Services, Inc. | 28,857 | $2.00M | 0.01% | +3,119+12.1% | Added |
| Steward Partners Investment Advisory, LLC | 28,342 | $1.96M | 0.02% | −1,381−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,947 | $1.94M | 0.01% | +4,891+21.2% | Added |
| Achmea Investment Management B.V. | 27,702 | $1.92M | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 27,078 | $1.88M | 0.02% | −841−3.0% | Reduced |
| Gamco Investors, Inc. Et Al | 26,950 | $1.87M | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 26,735 | $1.85M | 0.25% | +26,735 | New |
| WealthTrust Axiom LLC | 26,600 | $1.84M | 0.54% | −2,000−7.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,085 | $1.81M | 0.01% | −2,054−7.3% | Reduced |
| Oregon Public Employees Retirement Fund | 25,844 | $1.79M | 0.03% | +200+0.8% | Added |
| Trexquant Investment LP | 25,789 | $1.79M | 0.02% | +25,789 | New |
| Ferguson Wellman Capital Management, Inc | 25,771 | $1.79M | 0.03% | +90+0.4% | Added |
| GWM Advisors LLC | 25,370 | $1.76M | 0.01% | −1,425−5.3% | Reduced |
| KBC Group NV | 25,342 | $1.76M | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 25,300 | $1.75M | 0.01% | +25,300 | New |
| NEOS Investment Management LLC | 25,151 | $1.74M | 0.02% | +5,349+27.0% | Added |
| Hilton Capital Management, LLC | 25,102 | $1.74M | 0.14% | +3,031+13.7% | Added |
| First Manhattan Co | 25,000 | $1.73M | 0.00% | −344−1.4% | Reduced |
| Ramirez Asset Management, Inc. | 24,204 | $1.68M | 0.25% | +6,423+36.1% | Added |
| Virtu Financial LLC | 24,153 | $1.67M | 0.09% | +24,153 | New |
| Crossmark Global Holdings, Inc. | 24,024 | $1.66M | 0.03% | −2,328−8.8% | Reduced |