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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 23,900 | $1.66M | 0.01% | +23,900 | New |
| Nicholson Wealth Management Group, LLC | 23,495 | $1.63M | 1.00% | +158+0.7% | Added |
| HRT Financial LP | 23,485 | $1.63M | 0.01% | +23,485 | New |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.62M | 0.01% | +354+1.5% | Added |
| Neuberger Berman Group LLC | 23,170 | $1.61M | 0.00% | +5,560+31.6% | Added |
| Northwestern Mutual Wealth Management Co | 22,605 | $1.57M | 0.00% | +1,453+6.9% | Added |
| Baird Financial Group, Inc. | 22,373 | $1.55M | 0.00% | −6,530−22.6% | Reduced |
| Tounjian Advisory Partners, LLC | 20,468 | $1.54M | 0.30% | −266−1.3% | Reduced |
| Oak Thistle LLC | 22,041 | $1.53M | 0.22% | −2,610−10.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.52M | 0.18% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 21,341 | $1.48M | 0.05% | +12,721+147.6% | Added |
| Sterling Capital Management LLC | 21,322 | $1.48M | 0.02% | −17,911−45.7% | Reduced |
| Ninepoint Partners LP | 20,748 | $1.44M | 0.28% | +1,308+6.7% | Added |
| Mizuho Securities USA LLC | 20,674 | $1.43M | 0.03% | +20,674 | New |
| Gateway Investment Advisers LLC | 20,222 | $1.40M | 0.02% | 00.0% | Unchanged |
| Opus Investment Management Inc | 20,000 | $1.39M | 0.92% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 19,546 | $1.35M | 0.02% | +1,681+9.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,406 | $1.34M | 0.07% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 19,125 | $1.32M | 0.58% | +15,944+501.2% | Added |
| Kentucky Retirement Systems | 19,068 | $1.32M | 0.04% | −1,250−6.2% | Reduced |
| Wedge Capital Management L L P | 18,949 | $1.31M | 0.02% | −5,341−22.0% | Reduced |
| Cim, LLC | 18,886 | $1.31M | 0.18% | +772+4.3% | Added |
| Capital International Sarl | 18,605 | $1.29M | 0.02% | −3,649−16.4% | Reduced |
| Atria Investments LLC | 18,535 | $1.28M | 0.02% | +395+2.2% | Added |
| Norinchukin Bank, The | 18,102 | $1.25M | 0.02% | +4,942+37.6% | Added |
| Metis Global Partners, LLC | 18,017 | $1.25M | 0.03% | −1,049−5.5% | Reduced |
| Hartford Investment Management Co | 17,948 | $1.24M | 0.04% | −265−1.5% | Reduced |
| Boston Private Wealth LLC | 17,900 | $1.24M | 0.07% | +17,900 | New |
| Allianz Asset Management GmbH | 17,848 | $1.24M | 0.00% | −15,497−46.5% | Reduced |
| Mercer Global Advisors Inc | 17,816 | $1.23M | 0.00% | −836−4.5% | Reduced |
| Bleakley Financial Group, LLC | 16,392 | $1.14M | 0.03% | +3,132+23.6% | Added |
| Huntington National Bank | 16,361 | $1.13M | 0.01% | −106−0.6% | Reduced |
| Spirit of America Management Corp | 16,350 | $1.13M | 0.24% | +2,550+18.5% | Added |
| Louisiana State Employees Retirement System | 15,800 | $1.09M | 0.02% | −300−1.9% | Reduced |
| Securian Asset Management, Inc | 15,529 | $1.08M | 0.03% | −200−1.3% | Reduced |
| Two Sigma Securities, LLC | 15,336 | $1.06M | 0.13% | +15,336 | New |
| Profund Advisors LLC | 15,037 | $1.04M | 0.04% | +3,271+27.8% | Added |
| Mirador Capital Partners LP | 14,804 | $1.03M | 0.17% | +600+4.2% | Added |
| Gulf International Bank (UK) Ltd | 14,478 | $1.00M | 0.04% | −2,308−13.7% | Reduced |
| Glenmede Investment Management, LP | 14,394 | $997.2K | 0.01% | +14,394 | New |
| Nordea Investment Management AB | 14,362 | $989.1K | 0.00% | +104+0.7% | Added |
| Royal London Asset Management Ltd | 14,162 | $981.1K | 0.00% | −2,224−13.6% | Reduced |
| Croban | 14,056 | $973.8K | 0.83% | +167+1.2% | Added |
| GAMMA Investing LLC | 14,052 | $973.5K | 0.06% | +561+4.2% | Added |
| New Mexico Educational Retirement Board | 14,010 | $971.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 14,009 | $970.6K | 0.01% | +218+1.6% | Added |
| Maryland State Retirement & Pension System | 13,911 | $963.8K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 12,819 | $962.8K | 0.27% | 00.0% | Unchanged |
| FORA Capital, LLC | 13,851 | $959.6K | 0.11% | +3,455+33.2% | Added |
| Vident Advisory, LLC | 13,530 | $937.4K | 0.01% | +1,975+17.1% | Added |
| Qtron Investments LLC | 13,508 | $935.8K | 0.12% | −1,030−7.1% | Reduced |
| USA Financial Portformulas Corp | 13,218 | $915.7K | 0.16% | +13,218 | New |
| CWM, LLC | 13,138 | $910.0K | 0.00% | −1,630−11.0% | Reduced |
| Alamea Verwaltungs GmbH | 13,113 | $908.5K | 0.68% | +1,001+8.3% | Added |
| Benjamin Edwards Inc | 12,907 | $894.2K | 0.01% | −358−2.7% | Reduced |
| Meeder Advisory Services, Inc. | 12,850 | $890.3K | 0.05% | −591−4.4% | Reduced |
| Moody National Bank Trust Division | 12,654 | $876.7K | 0.08% | +210+1.7% | Added |
| Exchange Traded Concepts, LLC | 12,502 | $866.1K | 0.01% | +14+0.1% | Added |
| Blueshift Asset Management, LLC | 12,478 | $864.5K | 0.27% | +12,478 | New |
| Summit Financial, LLC | 12,383 | $857.9K | 0.02% | −56−0.5% | Reduced |
| Thrivent Financial for Lutherans | 12,311 | $853.0K | 0.00% | +48+0.4% | Added |
| Horizon Kinetics Asset Management LLC | 12,297 | $851.9K | 0.01% | −3,378−21.6% | Reduced |
| Icon Advisers Inc | 12,200 | $845.2K | 0.19% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 12,022 | $833.0K | 0.01% | +1,243+11.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 11,932 | $826.6K | 0.00% | +8,370+235.0% | Added |
| Mather Group, LLC. | 11,922 | $825.9K | 0.01% | +4,160+53.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 11,838 | $820.1K | 0.09% | +11,838 | New |
| BLB&B Advisors, LLC | 11,725 | $812.3K | 0.04% | −666−5.4% | Reduced |
| Chesley Taft & Associates LLC | 11,656 | $807.5K | 0.04% | −150−1.3% | Reduced |
| QRG Capital Management, Inc. | 11,463 | $794.2K | 0.01% | +420+3.8% | Added |
| Altfest L J & Co Inc | 11,411 | $790.5K | 0.09% | +397+3.6% | Added |
| Farringdon Capital, Ltd. | 11,344 | $785.9K | 0.26% | +5,199+84.6% | Added |
| Kesler, Norman & Wride, LLC | 11,240 | $778.8K | 0.14% | −100−0.9% | Reduced |
| Greenleaf Trust | 11,080 | $767.6K | 0.01% | −495−4.3% | Reduced |
| Sequoia Financial Advisors, LLC | 10,981 | $760.8K | 0.01% | +566+5.4% | Added |
| Danske Bank A/S | 10,900 | $755.2K | 0.00% | +4,100+60.3% | Added |
| Integrated Investment Consultants, LLC | 10,861 | $752.5K | 0.15% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10,880 | $750.9K | 0.07% | −1,216−10.1% | Reduced |
| Horizon Investments, LLC | 10,849 | $746.2K | 0.01% | +6,500+149.5% | Added |
| Sumitomo Life Insurance Co | 10,657 | $738.3K | 0.05% | −576−5.1% | Reduced |
| Diversify Advisory Services, LLC | 10,028 | $730.2K | 0.03% | +10,028 | New |
| Empirical Finance, LLC | 10,385 | $719.5K | 0.04% | +69+0.7% | Added |
| BKM Wealth Management, LLC | 10,308 | $714.1K | 0.28% | −309−2.9% | Reduced |
| SG Americas Securities, LLC | 10,199 | $707.0K | 0.00% | −9,842−49.1% | Reduced |
| Capital International Inc | 10,073 | $697.9K | 0.01% | −219−2.1% | Reduced |
| Canton Hathaway, LLC | 10,000 | $693.0K | 0.14% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,969 | $690.7K | 0.00% | −37−0.4% | Reduced |
| Zions Bancorporation, National Association | 9,786 | $678.0K | 0.04% | +36+0.4% | Added |
| Hantz Financial Services, Inc. | 9,681 | $671.0K | 0.01% | +600+6.6% | Added |
| Azimuth Capital Investment Management LLC | 9,622 | $666.6K | 0.02% | −500−4.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,543 | $661.1K | 0.01% | +40+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 9,520 | $659.5K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 9,474 | $656.0K | 0.03% | −42−0.4% | Reduced |
| Quest Partners LLC | 9,334 | $646.7K | 0.06% | +8,883+1,969.6% | Added |
| United Capital Financial Advisers, LLC | 9,285 | $643.3K | 0.01% | −309−3.2% | Reduced |
| Legacy Capital Group California, Inc. | 9,241 | $640.2K | 0.18% | +1,163+14.4% | Added |
| Whittier Trust Co | 9,234 | $639.7K | 0.01% | −98−1.1% | Reduced |
| Foster & Motley Inc | 9,226 | $639.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,173 | $635.5K | 0.00% | +311+3.5% | Added |
| MML Investors Services, LLC | 9,162 | $635.0K | 0.00% | −483−5.0% | Reduced |