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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 32,332 | $2.37M | 0.01% | −613−1.9% | Reduced |
| Mutual of America Capital Management LLC | 32,441 | $2.38M | 0.03% | −1,857−5.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,506 | $2.38M | 0.01% | +4,559+16.3% | Added |
| USS Investment Management Ltd | 32,774 | $2.40M | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 33,485 | $2.44M | 0.05% | −70−0.2% | Reduced |
| Sanctuary Advisors, LLC | 33,678 | $2.47M | 0.01% | +3,364+11.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 33,829 | $2.48M | 0.33% | −168−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 33,670 | $2.48M | 0.00% | +2,797+9.1% | Added |
| Oregon Public Employees Retirement Fund | 34,290 | $2.51M | 0.03% | +8,446+32.7% | Added |
| J. Safra Sarasin Holding AG | 34,322 | $2.51M | 0.04% | +34,322 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 34,958 | $2.56M | 0.00% | −1,450−4.0% | Reduced |
| NEOS Investment Management LLC | 35,474 | $2.60M | 0.02% | +10,323+41.0% | Added |
| Susquehanna International Group, LLP | 36,249 | $2.66M | 0.00% | −8,437−18.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,457 | $2.67M | 0.10% | +4,694+14.8% | Added |
| Fifth Third Bancorp | 36,782 | $2.69M | 0.01% | −1,037−2.7% | Reduced |
| Dark Forest Capital Management LP | 37,161 | $2.72M | 0.10% | +37,161 | New |
| Rakuten Investment Management, Inc. | 51,000 | $2.74M | 0.01% | +51,000 | New |
| Nissay Asset Management Corp | 38,005 | $2.78M | 0.02% | +354+0.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 38,162 | $2.80M | 0.01% | +44+0.1% | Added |
| Teacher Retirement System of Texas | 39,193 | $2.87M | 0.01% | −32,197−45.1% | Reduced |
| Woodline Partners LP | 39,561 | $2.90M | 0.01% | +7,205+22.3% | Added |
| Colony Group, LLC | 43,370 | $2.91M | 0.00% | +5,174+13.5% | Added |
| Westwood Holdings Group Inc. | 40,064 | $2.94M | 0.02% | −80,634−66.8% | Reduced |
| OP Asset Management Ltd | 40,194 | $2.94M | 0.04% | +5,622+16.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,269 | $2.95M | 0.01% | −812−2.0% | Reduced |
| New York Life Investment Management LLC | 40,575 | $2.97M | 0.03% | −43−0.1% | Reduced |
| Boothbay Fund Management, LLC | 41,101 | $3.01M | 0.08% | +19,760+92.6% | Added |
| Advisor Group Holdings, Inc. | 41,937 | $3.05M | 0.00% | +2,243+5.7% | Added |
| DRW Securities, LLC | 42,100 | $3.06M | 0.16% | +3,100+7.9% | Added |
| Private Advisor Group, LLC | 41,857 | $3.07M | 0.02% | −1,351−3.1% | Reduced |
| Pathstone Holdings, LLC | 42,490 | $3.11M | 0.01% | +11,455+36.9% | Added |
| Brookfield Asset Management Inc. | 42,560 | $3.12M | 0.00% | −842,080−95.2% | Reduced |
| Illinois Municipal Retirement Fund | 42,728 | $3.13M | 0.04% | −49,476−53.7% | Reduced |
| JustInvest LLC | 42,815 | $3.14M | 0.03% | −435−1.0% | Reduced |
| British Columbia Investment Management Corp | 42,991 | $3.15M | 0.02% | −4,073−8.7% | Reduced |
| XTX Topco Ltd | 43,207 | $3.17M | 0.16% | −8,132−15.8% | Reduced |
| Abc Arbitrage SA | 43,452 | $3.18M | 0.31% | +43,452 | New |
| Marshall Wace, LLP | 43,453 | $3.18M | 0.00% | +43,453 | New |
| CIBC Bancorp USA Inc. | 43,935 | $3.22M | 0.02% | +43,935 | New |
| Martingale Asset Management L P | 44,773 | $3.28M | 0.08% | −9,152−17.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 45,368 | $3.32M | 0.01% | +4,908+12.1% | Added |
| Brinker Capital Investments, LLC | 45,992 | $3.37M | 0.03% | −1,585−3.3% | Reduced |
| Xponance, Inc. | 46,591 | $3.41M | 0.03% | −8,809−15.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 47,730 | $3.50M | 0.03% | +2,689+6.0% | Added |
| T. Rowe Price Investment Management, Inc. | 48,865 | $3.58M | 0.00% | −331,780−87.2% | Reduced |
| Utah Retirement Systems | 48,933 | $3.58M | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 49,146 | $3.60M | 0.04% | −4,540−8.5% | Reduced |
| Quest Partners LLC | 49,204 | $3.60M | 0.24% | +39,870+427.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,388 | $3.62M | 0.03% | +326+0.7% | Added |
| Captrust Financial Advisors | 49,784 | $3.65M | 0.01% | −50.0% | Reduced |
| Bridgewater Associates, LP | 50,551 | $3.70M | 0.01% | +50,551 | New |
| Twinbeech Capital LP | 51,317 | $3.76M | 0.15% | +51,317 | New |
| Gotham Asset Management, LLC | 51,688 | $3.79M | 0.02% | +11,154+27.5% | Added |
| ProShare Advisors LLC | 52,805 | $3.87M | 0.01% | −360−0.7% | Reduced |
| Agf Management Ltd | 53,493 | $3.92M | 0.02% | −70−0.1% | Reduced |
| CI Private Wealth, LLC | 54,235 | $3.97M | 0.01% | −5,172−8.7% | Reduced |
| Cerity Partners LLC | 54,730 | $4.01M | 0.01% | +25,309+86.0% | Added |
| Amalgamated Bank | 57,536 | $4.21M | 0.03% | −1,535−2.6% | Reduced |
| Man Group plc | 57,923 | $4.24M | 0.01% | −76,415−56.9% | Reduced |
| Sciencast Management LP | 59,035 | $4.32M | 0.81% | +59,035 | New |
| Mariner, LLC | 59,459 | $4.36M | 0.01% | +12,690+27.1% | Added |
| Trexquant Investment LP | 59,629 | $4.37M | 0.05% | +33,840+131.2% | Added |
| Creative Planning | 60,331 | $4.42M | 0.00% | +9,823+19.4% | Added |
| Benjamin Edwards Inc | 61,861 | $4.53M | 0.05% | +48,954+379.3% | Added |
| Guggenheim Capital LLC | 62,548 | $4.58M | 0.03% | +3,617+6.1% | Added |
| Canada Post Corp Registered Pension Plan | 63,884 | $4.65M | 0.21% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 63,699 | $4.67M | 0.04% | −20,546−24.4% | Reduced |
| Retirement Systems of Alabama | 63,853 | $4.68M | 0.02% | −332−0.5% | Reduced |
| Cetera Investment Advisers | 64,256 | $4.71M | 0.01% | +27,660+75.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 64,491 | $4.72M | 0.12% | +10,488+19.4% | Added |
| Public Sector Pension Investment Board | 64,576 | $4.73M | 0.02% | +3,046+5.0% | Added |
| IFM Investors Pty Ltd | 66,273 | $4.76M | 0.04% | −75−0.1% | Reduced |
| Logan Capital Management Inc | 65,415 | $4.79M | 0.20% | +1,531+2.4% | Added |
| Wellington Management Group LLP | 65,944 | $4.83M | 0.00% | −7,303−10.0% | Reduced |
| Hilltop Holdings Inc. | 66,644 | $4.88M | 0.26% | −624−0.9% | Reduced |
| Voya Investment Management LLC | 68,589 | $5.02M | 0.01% | −19,436−22.1% | Reduced |
| SilverOak Wealth Management LLC | 68,825 | $5.04M | 0.85% | −130.0% | Reduced |
| Swiss Life Asset Management Ltd | 74,552 | $5.46M | 0.03% | +28,577+62.2% | Added |
| Forsta Ap-Fonden | 74,700 | $5.47M | 0.03% | −3,200−4.1% | Reduced |
| Czech National Bank | 76,025 | $5.57M | 0.04% | +2,909+4.0% | Added |
| Stifel Financial Corp | 76,448 | $5.60M | 0.01% | −3,213−4.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 76,654 | $5.62M | 0.13% | +30,061+64.5% | Added |
| SEI Investments Co | 77,619 | $5.69M | 0.01% | −8,156−9.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 77,751 | $5.70M | 0.04% | −7,612−8.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 78,960 | $5.78M | 0.05% | +5,341+7.3% | Added |
| State of New Jersey Common Pension Fund D | 79,018 | $5.79M | 0.02% | +298+0.4% | Added |
| State of Michigan Retirement System | 80,999 | $5.93M | 0.03% | −300−0.4% | Reduced |
| Intact Investment Management Inc. | 81,700 | $5.99M | 0.18% | +7,100+9.5% | Added |
| First American Bank | 83,244 | $6.10M | 0.38% | +1,942+2.4% | Added |
| The PNC Financial Services Group, Inc. | 83,361 | $6.11M | 0.00% | +9,723+13.2% | Added |
| New England Asset Management Inc | 83,465 | $6.11M | 0.80% | +530+0.6% | Added |
| Voloridge Investment Management, LLC | 86,508 | $6.34M | 0.02% | −532,232−86.0% | Reduced |
| ASR Vermogensbeheer N.V. | 87,868 | $6.44M | 0.08% | −664−0.8% | Reduced |
| Arizona State Retirement System | 88,208 | $6.46M | 0.03% | +783+0.9% | Added |
| Panagora Asset Management Inc | 88,486 | $6.48M | 0.03% | −6,384−6.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 89,050 | $6.52M | 0.01% | +77,118+646.3% | Added |
| Sone Capital Management, LLC | 90,417 | $6.62M | 0.55% | −77,830−46.3% | Reduced |
| Daiwa Securities Group Inc. | 91,532 | $6.71M | 0.02% | +12,094+15.2% | Added |
| Commonwealth Equity Services, LLC | 93,323 | $6.84M | 0.01% | +1,846+2.0% | Added |
| DnB Asset Management AS | 94,340 | $6.91M | 0.03% | +13,570+16.8% | Added |