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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 11,656 | $853.9K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 11,981 | $877.7K | 0.01% | +1,000+9.1% | Added |
| Thrivent Financial for Lutherans | 12,084 | $885.0K | 0.00% | −227−1.8% | Reduced |
| Landscape Capital Management, L.L.C. | 12,126 | $888.4K | 0.06% | +12,126 | New |
| Horizon Kinetics Asset Management LLC | 12,197 | $893.6K | 0.01% | −100−0.8% | Reduced |
| Icon Advisers Inc | 12,200 | $893.8K | 0.20% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,200 | $893.8K | 0.00% | +5,991+96.5% | Added |
| Global Retirement Partners, LLC | 12,269 | $898.8K | 0.02% | +9,982+436.5% | Added |
| CAPROCK Group, Inc. | 12,560 | $898.9K | 0.02% | +12,560 | New |
| Danske Bank A/S | 12,300 | $901.1K | 0.00% | +1,400+12.8% | Added |
| SRS Capital Advisors, Inc. | 12,320 | $902.6K | 0.01% | +10,135+463.8% | Added |
| Capital International Investors | 12,432 | $910.7K | 0.00% | −467,125−97.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,474 | $913.8K | 0.00% | +3,301+36.0% | Added |
| Tower Research Capital LLC (TRC) | 12,549 | $919.3K | 0.03% | +6,329+101.8% | Added |
| Schonfeld Strategic Advisors LLC | 12,637 | $925.8K | 0.01% | +9,312+280.1% | Added |
| Exchange Traded Concepts, LLC | 12,680 | $928.9K | 0.01% | +178+1.4% | Added |
| Summit Financial, LLC | 12,861 | $942.2K | 0.01% | +478+3.9% | Added |
| Vinva Investment Management Ltd | 13,005 | $946.4K | 0.02% | +13,005 | New |
| New Mexico Educational Retirement Board | 13,510 | $990.0K | 0.03% | −500−3.6% | Reduced |
| Boston Private Wealth LLC | 13,652 | $1.00M | 0.05% | −4,248−23.7% | Reduced |
| CWM, LLC | 13,847 | $1.01M | 0.00% | +709+5.4% | Added |
| Mather Group, LLC. | 13,860 | $1.02M | 0.01% | +1,938+16.3% | Added |
| Vestcor Inc | 13,999 | $1.03M | 0.03% | −95,635−87.2% | Reduced |
| Investment Management Corp of Ontario | 14,010 | $1.03M | 0.02% | +6,718+92.1% | Added |
| Royal London Asset Management Ltd | 14,162 | $1.04M | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 14,193 | $1.04M | 0.01% | +663+4.9% | Added |
| Wedbush Securities Inc | 14,208 | $1.04M | 0.03% | +8,911+168.2% | Added |
| Meeder Advisory Services, Inc. | 14,292 | $1.05M | 0.05% | +1,442+11.2% | Added |
| Fiduciary Trust Co | 14,378 | $1.05M | 0.01% | +369+2.6% | Added |
| Securian Asset Management, Inc | 14,393 | $1.05M | 0.03% | −1,136−7.3% | Reduced |
| Mirador Capital Partners LP | 14,438 | $1.06M | 0.15% | −366−2.5% | Reduced |
| Gulf International Bank (UK) Ltd | 14,478 | $1.06M | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 14,611 | $1.07M | 0.00% | −130,179−89.9% | Reduced |
| Croban | 14,631 | $1.07M | 0.71% | +575+4.1% | Added |
| Machina Capital S.A.S. | 14,957 | $1.10M | 0.19% | +14,957 | New |
| GAMMA Investing LLC | 15,178 | $1.11M | 0.06% | +1,126+8.0% | Added |
| Maryland State Retirement & Pension System | 15,369 | $1.13M | 0.02% | +1,458+10.5% | Added |
| Tounjian Advisory Partners, LLC | 15,522 | $1.14M | 0.38% | −4,946−24.2% | Reduced |
| Profund Advisors LLC | 15,648 | $1.15M | 0.04% | +611+4.1% | Added |
| Louisiana State Employees Retirement System | 15,700 | $1.15M | 0.02% | −100−0.6% | Reduced |
| Qtron Investments LLC | 15,817 | $1.16M | 0.14% | +2,309+17.1% | Added |
| Andra AP-fonden | 15,974 | $1.17M | 0.01% | −67,199−80.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 16,600 | $1.22M | 0.18% | +16,600 | New |
| Bleakley Financial Group, LLC | 16,618 | $1.22M | 0.03% | +226+1.4% | Added |
| Nordea Investment Management AB | 16,680 | $1.22M | 0.00% | +2,318+16.1% | Added |
| Huntington National Bank | 16,716 | $1.22M | 0.01% | +355+2.2% | Added |
| Natixis | 17,185 | $1.26M | 0.01% | +17,185 | New |
| Metis Global Partners, LLC | 17,233 | $1.26M | 0.03% | −784−4.4% | Reduced |
| Hartford Investment Management Co | 17,479 | $1.28M | 0.04% | −469−2.6% | Reduced |
| Lido Advisors, LLC | 18,096 | $1.33M | 0.01% | +8,127+81.5% | Added |
| Norinchukin Bank, The | 18,258 | $1.34M | 0.02% | +156+0.9% | Added |
| Kentucky Retirement Systems | 18,676 | $1.37M | 0.04% | −392−2.1% | Reduced |
| Atria Investments LLC | 18,684 | $1.37M | 0.02% | +149+0.8% | Added |
| Summit Trail Advisors, LLC | 18,834 | $1.38M | 0.02% | +10,500+126.0% | Added |
| Cim, LLC | 19,038 | $1.39M | 0.18% | +152+0.8% | Added |
| Allianz Asset Management GmbH | 19,505 | $1.43M | 0.00% | +1,657+9.3% | Added |
| Spirit of America Management Corp | 19,550 | $1.43M | 0.29% | +3,200+19.6% | Added |
| Sterling Capital Management LLC | 19,913 | $1.46M | 0.02% | −1,409−6.6% | Reduced |
| Opus Investment Management Inc | 20,000 | $1.47M | 0.91% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 20,562 | $1.51M | 0.01% | +340+1.7% | Added |
| Advisors Asset Management, Inc. | 20,918 | $1.53M | 0.03% | +1,372+7.0% | Added |
| Mizuho Securities USA LLC | 21,802 | $1.56M | 0.03% | +1,128+5.5% | Added |
| Elo Mutual Pension Insurance Co | 21,593 | $1.58M | 0.03% | +21,593 | New |
| Crossmark Global Holdings, Inc. | 21,603 | $1.58M | 0.02% | −2,421−10.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.61M | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22,063 | $1.62M | 0.00% | −542−2.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,736 | $1.67M | 0.01% | −77,601−77.3% | Reduced |
| Mercer Global Advisors Inc | 22,804 | $1.67M | 0.00% | +4,988+28.0% | Added |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.72M | 0.01% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 23,878 | $1.75M | 0.30% | +23,878 | New |
| Alberta Investment Management Corp | 23,900 | $1.75M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,909 | $1.75M | 0.01% | −1,461−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,953 | $1.75M | 0.00% | −2,132−8.2% | Reduced |
| Ramirez Asset Management, Inc. | 24,204 | $1.77M | 0.25% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 24,253 | $1.78M | 0.00% | +1,880+8.4% | Added |
| First Manhattan Co | 24,314 | $1.78M | 0.00% | −686−2.7% | Reduced |
| Ascent Group, LLC | 24,594 | $1.80M | 0.06% | +21,622+727.5% | Added |
| Nicholson Wealth Management Group, LLC | 24,758 | $1.81M | 1.06% | +1,263+5.4% | Added |
| SG Americas Securities, LLC | 25,009 | $1.83M | 0.01% | +14,810+145.2% | Added |
| AXA Investment Managers S.A. | 25,237 | $1.85M | 0.00% | +25,237 | New |
| Ferguson Wellman Capital Management, Inc | 25,534 | $1.87M | 0.03% | −237−0.9% | Reduced |
| Hilton Capital Management, LLC | 26,491 | $1.94M | 0.16% | +1,389+5.5% | Added |
| WealthTrust Axiom LLC | 26,600 | $1.95M | 0.52% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 26,950 | $1.97M | 0.02% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 27,200 | $1.99M | 0.01% | +12,806+89.0% | Added |
| Venture Visionary Partners LLC | 27,521 | $2.02M | 0.07% | +24,356+769.5% | Added |
| KBC Group NV | 27,565 | $2.02M | 0.00% | +2,223+8.8% | Added |
| Neuberger Berman Group LLC | 27,602 | $2.02M | 0.00% | +4,432+19.1% | Added |
| HB Wealth Management, LLC | 28,055 | $2.06M | 0.01% | +977+3.6% | Added |
| Pacer Advisors, Inc. | 28,158 | $2.06M | 0.01% | −18,524−39.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,477 | $2.09M | 0.01% | +135+0.5% | Added |
| Intech Investment Management LLC | 30,404 | $2.23M | 0.02% | −6,909−18.5% | Reduced |
| CWM Advisors, LLC | 30,916 | $2.26M | 0.22% | −1,652−5.1% | Reduced |
| Mackenzie Financial Corp | 31,072 | $2.28M | 0.00% | +931+3.1% | Added |
| Engineers Gate Manager LP | 31,216 | $2.29M | 0.03% | +27,576+757.6% | Added |
| Rafferty Asset Management, LLC | 31,513 | $2.31M | 0.01% | −635−2.0% | Reduced |
| Sigma Planning Corp | 31,836 | $2.33M | 0.07% | +221+0.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 31,888 | $2.34M | 0.12% | 00.0% | Unchanged |
| Vennlight Capital Management, LP | 31,917 | $2.34M | 3.04% | +31,917 | New |
| State of Alaska, Department of Revenue | 32,047 | $2.35M | 0.02% | −1,513−4.5% | Reduced |