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, Q3 2025
Institutional positions in CMS Energy Corp as of Sep 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
- 776
- +41 vs. Q2 2025
- Shares held
- 289.3M
- −2.42M (−0.8%) vs. Q2 2025
- Total value
- $21.2B
- +$976.7M (+4.8%) vs. Q2 2025
- New holders
- 99
- 299 more added
- Sold out
- 58
- 247 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 39,170,301 | $2.87B | 0.04% | +126,172+0.3% | Added |
| BlackRock, Inc. | 31,040,841 | $2.27B | 0.04% | +205,854+0.7% | Added |
| JPMorgan Chase & Co | 18,924,105 | $1.39B | 0.09% | −1,894,572−9.1% | Reduced |
| State Street Corp | 17,788,755 | $1.30B | 0.05% | +331,573+1.9% | Added |
| Massachusetts Financial Services Co | 8,842,605 | $647.8M | 0.20% | −489,166−5.2% | Reduced |
| Geode Capital Management, LLC | 8,139,557 | $593.9M | 0.04% | +118,792+1.5% | Added |
| Victory Capital Management Inc | 7,477,821 | $547.8M | 0.34% | +2,327,477+45.2% | Added |
| Invesco Ltd. | 7,438,448 | $544.9M | 0.09% | +276,046+3.9% | Added |
| Price T Rowe Associates Inc | 6,096,602 | $446.6M | 0.05% | −874,213−12.5% | Reduced |
| Wells Fargo & Company | 5,680,387 | $416.1M | 0.08% | −252,926−4.3% | Reduced |
| Deutsche Bank AG | 5,586,560 | $409.3M | 0.14% | −335,985−5.7% | Reduced |
| GQG Partners LLC | 5,421,659 | $397.2M | 0.61% | −70,429−1.3% | Reduced |
| Morgan Stanley | 5,404,815 | $396.0M | 0.02% | −819,868−13.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,085,797 | $372.6M | 0.34% | +234,853+4.8% | Added |
| Ameriprise Financial Inc | 4,900,632 | $358.9M | 0.08% | +128,860+2.7% | Added |
| Goldman Sachs Group Inc | 4,281,832 | $313.7M | 0.05% | +273,563+6.8% | Added |
| UBS Asset Management Americas Inc | 3,408,872 | $249.7M | 0.05% | −1,214,674−26.3% | Reduced |
| Lord, Abbett & Co. LLC | 3,401,677 | $249.2M | 0.74% | +153,445+4.7% | Added |
| Bank of America Corp | 3,342,214 | $244.9M | 0.02% | +30,622+0.9% | Added |
| Citadel Advisors LLC | 3,018,583 | $221.1M | 0.18% | +873,177+40.7% | Added |
| FIL Ltd | 2,963,352 | $217.1M | 0.17% | +2,027+0.1% | Added |
| Legal & General Group Plc | 2,835,632 | $207.7M | 0.05% | −61,642−2.1% | Reduced |
| Northern Trust Corp | 2,813,173 | $206.1M | 0.03% | −66,122−2.3% | Reduced |
| Bank of New York Mellon Corp | 2,698,734 | $197.7M | 0.04% | +517,656+23.7% | Added |
| Barclays PLC | 2,194,480 | $160.8M | 0.06% | +885,649+67.7% | Added |
| Reaves W H & Co Inc | 2,149,018 | $157.4M | 2.80% | +276,476+14.8% | Added |
| Pictet Asset Management Holding SA | 2,089,472 | $153.1M | 0.15% | −39,666−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,938,101 | $142.0M | 0.02% | +12,260+0.6% | Added |
| Amundi | 1,921,839 | $140.7M | 0.05% | +481,513+33.4% | Added |
| Macquarie Group Ltd | 1,862,934 | $136.5M | 0.16% | +389,105+26.4% | Added |
| Qube Research & Technologies Ltd | 1,824,470 | $133.7M | 0.19% | +363,546+24.9% | Added |
| UBS Group AG | 1,802,134 | $132.0M | 0.03% | −515,867−22.3% | Reduced |
| Jennison Associates LLC | 1,652,130 | $121.0M | 0.07% | −200,016−10.8% | Reduced |
| Franklin Resources Inc | 1,599,038 | $117.1M | 0.03% | +1,917+0.1% | Added |
| Soroban Capital Partners LP | 1,586,744 | $116.2M | 0.96% | +151,574+10.6% | Added |
| Dimensional Fund Advisors LP | 1,490,112 | $109.2M | 0.02% | +102,087+7.4% | Added |
| Nuveen, LLC | 1,453,725 | $106.5M | 0.03% | −264,385−15.4% | Reduced |
| Duff & Phelps Investment Management Co | 1,453,667 | $106.5M | 1.21% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,333,955 | $97.2M | 0.16% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,293,167 | $94.7M | 1.30% | −68,782−5.1% | Reduced |
| First Trust Advisors LP | 1,104,269 | $80.9M | 0.06% | +75,241+7.3% | Added |
| Royal Bank of Canada | 990,586 | $72.6M | 0.01% | +83,054+9.2% | Added |
| Cbre Clarion Securities LLC | 972,151 | $71.2M | 1.02% | −11,953−1.2% | Reduced |
| UniSuper Management Pty Ltd | 903,647 | $66.2M | 0.41% | +3,473+0.4% | Added |
| California Public Employees Retirement System | 892,331 | $65.4M | 0.04% | −192,292−17.7% | Reduced |
| Citigroup Inc | 876,002 | $64.2M | 0.04% | +18,339+2.1% | Added |
| Swiss National Bank | 862,200 | $63.2M | 0.04% | −43,200−4.8% | Reduced |
| TD Asset Management Inc | 850,113 | $62.3M | 0.05% | −55,996−6.2% | Reduced |
| FMR LLC | 836,849 | $61.3M | 0.00% | +178,490+27.1% | Added |
| Prudential Financial Inc | 824,584 | $60.4M | 0.07% | +178,871+27.7% | Added |
| Aviva PLC | 815,355 | $59.7M | 0.11% | +50,468+6.6% | Added |
| ExodusPoint Capital Management, LP | 779,265 | $57.1M | 0.80% | +779,265 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 776,227 | $56.9M | 0.90% | +776,227 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 763,135 | $55.9M | 0.03% | +5,212+0.7% | Added |
| Standard Life Aberdeen plc | 766,412 | $55.8M | 0.09% | −80,876−9.5% | Reduced |
| Rockefeller Capital Management L.P. | 755,715 | $55.4M | 0.11% | −46,694−5.8% | Reduced |
| Truist Financial Corp | 720,819 | $52.8M | 0.07% | −993,432−58.0% | Reduced |
| Bahl & Gaynor Inc | 720,057 | $52.8M | 0.26% | −4,759−0.7% | Reduced |
| Rhumbline Advisers | 704,213 | $51.6M | 0.04% | +13,749+2.0% | Added |
| Zimmer Partners, LP | 694,400 | $50.9M | 1.24% | +392,262+129.8% | Added |
| Bank of Montreal | 680,372 | $49.8M | 0.02% | +162,797+31.5% | Added |
| AQR Capital Management LLC | 675,746 | $49.4M | 0.03% | +184,462+37.5% | Added |
| Energy Income Partners, LLC | 659,764 | $48.3M | 0.93% | +5,483+0.8% | Added |
| ING Groep NV | 639,197 | $46.8M | 0.25% | +52,338+8.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 630,599 | $46.2M | 0.42% | +92,980+17.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 600,577 | $44.0M | 0.03% | +9,200+1.6% | Added |
| Assenagon Asset Management S.A. | 593,822 | $43.5M | 0.06% | +417,183+236.2% | Added |
| Miller Howard Investments Inc | 573,241 | $42.0M | 1.28% | +1,901+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 561,471 | $41.1M | 0.21% | −11,613−2.0% | Reduced |
| Fisher Funds Management LTD | 543,112 | $39.8M | 1.05% | −237,494−30.4% | Reduced |
| Partners Group Holding AG | 534,644 | $39.2M | 2.17% | −77,318−12.6% | Reduced |
| Janus Henderson Group PLC | 529,419 | $38.8M | 0.02% | +1,858+0.4% | Added |
| HSBC Holdings PLC | 510,841 | $37.4M | 0.02% | −23,461−4.4% | Reduced |
| Renaissance Technologies LLC | 478,800 | $35.1M | 0.05% | +58,500+13.9% | Added |
| STRS Ohio | 452,113 | $33.1M | 0.12% | −100,805−18.2% | Reduced |
| RWC Asset Management LLP | 450,423 | $33.0M | 1.60% | −35,410−7.3% | Reduced |
| LPL Financial LLC | 435,528 | $31.9M | 0.01% | +29,140+7.2% | Added |
| Principal Financial Group Inc | 432,254 | $31.7M | 0.02% | −15,901−3.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 432,182 | $31.7M | 0.05% | −1,058−0.2% | Reduced |
| 1832 Asset Management L.P. | 420,312 | $30.8M | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 417,054 | $30.6M | 0.10% | −16,221−3.7% | Reduced |
| Envestnet Asset Management Inc | 415,646 | $30.5M | 0.01% | −623,040−60.0% | Reduced |
| Public Employees Retirement Association of Colorado | 411,937 | $30.2M | 0.11% | 00.0% | Unchanged |
| National Pension Service | 409,020 | $30.0M | 0.02% | +4,484+1.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 443,054 | $29.2M | 0.26% | +431,032+3,585.4% | Added |
| APG Asset Management N.V. | 451,066 | $28.1M | 0.08% | −9,529−2.1% | Reduced |
| Two Sigma Investments, LP | 379,853 | $27.8M | 0.04% | +113,779+42.8% | Added |
| Ensign Peak Advisors, Inc | 374,504 | $27.4M | 0.05% | −40,560−9.8% | Reduced |
| California State Teachers Retirement System | 361,646 | $26.5M | 0.03% | −1,441−0.4% | Reduced |
| Millennium Management LLC | 350,677 | $25.7M | 0.02% | +194,121+124.0% | Added |
| Cidel Asset Management Inc | 346,729 | $25.4M | 1.46% | +24,071+7.5% | Added |
| Alliancebernstein L.P. | 344,649 | $25.2M | 0.01% | +1,833+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 347,321 | $25.1M | 0.04% | −61,236−15.0% | Reduced |
| BNP Paribas Arbitrage, SA | 342,219 | $25.1M | 0.02% | +51,126+17.6% | Added |
| Raymond James Financial Inc | 337,631 | $24.7M | 0.01% | +17,512+5.5% | Added |
| Russell Investments Group, Ltd. | 331,421 | $24.3M | 0.03% | +41,388+14.3% | Added |
| Schroder Investment Management Group | 326,504 | $23.8M | 0.02% | +6,986+2.2% | Added |
| Tredje AP-fonden | 301,890 | $22.1M | 0.18% | −130,566−30.2% | Reduced |
| Jane Street Group, LLC | 292,637 | $21.4M | 0.03% | +178,919+157.3% | Added |
| Avalon Trust Co | 291,346 | $21.3M | 1.39% | +975+0.3% | Added |