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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,550 | $7.07M | 0.02% | +5,457+6.0% | Added |
| Qsemble Capital Management, LP | 99,856 | $7.32M | 0.72% | +99,856 | New |
| Aventail Capital Group, LP | 100,026 | $7.33M | 0.35% | −101,631−50.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 101,645 | $7.45M | 0.12% | +26,211+34.7% | Added |
| HighTower Advisors, LLC | 103,766 | $7.60M | 0.01% | +2,832+2.8% | Added |
| Campbell & CO Investment Adviser LLC | 104,094 | $7.63M | 0.58% | +55,017+112.1% | Added |
| Credit Agricole S A | 105,290 | $7.71M | 0.03% | +105,290 | New |
| Holocene Advisors, LP | 106,542 | $7.81M | 0.02% | +29,811+38.9% | Added |
| Assetmark, Inc | 108,818 | $7.97M | 0.02% | +3,378+3.2% | Added |
| Summit Global Investments | 111,530 | $8.17M | 0.48% | −4,210−3.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 111,869 | $8.20M | 0.05% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 111,914 | $8.20M | 0.03% | −44,662−28.5% | Reduced |
| Van Eck Associates Corp | 112,103 | $8.21M | 0.01% | +6,850+6.5% | Added |
| Howe & Rusling Inc | 113,743 | $8.33M | 0.57% | −785−0.7% | Reduced |
| American Century Companies Inc | 117,877 | $8.64M | 0.00% | +4,531+4.0% | Added |
| Mattern Capital Management, LLC | 118,582 | $8.69M | 1.02% | +219+0.2% | Added |
| Resona Asset Management Co.,Ltd. | 120,544 | $8.82M | 0.04% | −8,988−6.9% | Reduced |
| Nomura Asset Management Co Ltd | 120,978 | $8.86M | 0.02% | −190−0.2% | Reduced |
| AMF Pensionsforsakring AB | 121,251 | $8.88M | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 122,871 | $9.00M | 0.03% | −5,162−4.0% | Reduced |
| National Bank of Canada | 123,907 | $9.08M | 0.01% | −125,799−50.4% | Reduced |
| NewSquare Capital LLC | 124,063 | $9.09M | 0.62% | −885−0.7% | Reduced |
| New York State Common Retirement Fund | 126,207 | $9.25M | 0.01% | −21,600−14.6% | Reduced |
| Contravisory Investment Management, Inc. | 126,292 | $9.25M | 1.79% | −4,527−3.5% | Reduced |
| Brasada Capital Management, LP | 129,801 | $9.32M | 1.59% | +1,286+1.0% | Added |
| First American Trust, FSB | 127,446 | $9.34M | 0.68% | +508+0.4% | Added |
| Graham Capital Management, L.P. | 130,276 | $9.54M | 0.35% | −13,732−9.5% | Reduced |
| MetLife Investment Management | 131,220 | $9.61M | 0.05% | +3,267+2.6% | Added |
| Bank of Nova Scotia | 132,017 | $9.67M | 0.02% | −127,957−49.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 132,974 | $9.74M | 0.56% | −2,672−2.0% | Reduced |
| Treasurer of the State of North Carolina | 133,749 | $9.80M | 0.03% | −5,210−3.7% | Reduced |
| Worldquant Millennium Advisors LLC | 136,651 | $10.0M | 0.04% | +136,651 | New |
| Toronto Dominion Bank | 141,701 | $10.4M | 0.02% | +10,145+7.7% | Added |
| Toroso Investments, LLC | 141,864 | $10.4M | 0.04% | −1,055−0.7% | Reduced |
| Nomura Holdings Inc | 142,432 | $10.4M | 0.05% | +50,798+55.4% | Added |
| Susquehanna Fundamental Investments, LLC | 143,784 | $10.5M | 0.41% | −38,525−21.1% | Reduced |
| Korea Investment CORP | 144,251 | $10.6M | 0.02% | −32,325−18.3% | Reduced |
| Hennessy Advisors Inc | 145,698 | $10.7M | 0.37% | −21,800−13.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 152,765 | $11.2M | 0.03% | −5,231−3.3% | Reduced |
| Bokf, NA | 153,031 | $11.2M | 0.17% | +706+0.5% | Added |
| Edgestream Partners, L.P. | 155,230 | $11.4M | 0.33% | +36,766+31.0% | Added |
| Bruce & Co., Inc. | 156,000 | $11.4M | 3.54% | −40,000−20.4% | Reduced |
| Sourcerock Group LLC | 156,776 | $11.5M | 0.78% | +84,076+115.6% | Added |
| Nicholas Company, Inc. | 161,850 | $11.9M | 0.20% | −100.0% | Reduced |
| Nisa Investment Advisors, LLC | 162,351 | $11.9M | 0.05% | +404+0.2% | Added |
| Omers Administration Corp | 162,989 | $11.9M | 0.09% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 164,023 | $12.0M | 0.02% | −12,134−6.9% | Reduced |
| Wealthfront Advisers LLC | 168,211 | $12.3M | 0.03% | −3,415−2.0% | Reduced |
| Trillium Asset Management, LLC | 174,316 | $12.8M | 0.34% | +174,316 | New |
| Greenland Capital Management LP | 177,233 | $13.0M | 1.91% | +140,486+382.3% | Added |
| Great West Life Assurance Co | 179,786 | $13.1M | 0.02% | +1,673+0.9% | Added |
| State of Wisconsin Investment Board | 186,358 | $13.7M | 0.03% | −40,277−17.8% | Reduced |
| Epoch Investment Partners, Inc. | 188,810 | $13.8M | 0.08% | −5,325−2.7% | Reduced |
| Gabelli Funds LLC | 189,617 | $13.9M | 0.09% | −600−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 190,265 | $13.9M | 0.04% | +5,969+3.2% | Added |
| Canada Pension Plan Investment Board | 190,580 | $14.0M | 0.01% | −443,612−69.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 191,626 | $14.0M | 0.03% | +1,796+0.9% | Added |
| D. E. Shaw & Co., Inc. | 193,791 | $14.2M | 0.01% | −91,881−32.2% | Reduced |
| Public Employees Retirement System of Ohio | 198,423 | $14.5M | 0.05% | +13,798+7.5% | Added |
| Keybank National Association | 205,715 | $15.1M | 0.05% | −8,567−4.0% | Reduced |
| New York State Teachers Retirement System | 212,718 | $15.6M | 0.03% | −19,766−8.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 220,445 | $16.1M | 0.21% | −70,673−24.3% | Reduced |
| US Bancorp | 221,561 | $16.2M | 0.02% | −3,577−1.6% | Reduced |
| Quantinno Capital Management LP | 236,036 | $17.3M | 0.05% | +85,292+56.6% | Added |
| Covea Finance | 237,350 | $17.4M | 0.61% | +1,300+0.6% | Added |
| Magellan Asset Management Ltd | 239,502 | $17.5M | 0.21% | +38,949+19.4% | Added |
| AE Wealth Management LLC | 244,165 | $17.9M | 0.11% | +13,481+5.8% | Added |
| Squarepoint Ops LLC | 245,068 | $18.0M | 0.04% | +121,789+98.8% | Added |
| Artemis Investment Management LLP | 248,570 | $18.2M | 0.23% | −42,646−14.6% | Reduced |
| Manufacturers Life Insurance Company, The | 259,610 | $19.0M | 0.02% | −127,781−33.0% | Reduced |
| Beck Bode, LLC | 259,998 | $19.0M | 3.08% | +1,709+0.7% | Added |
| Tudor Investment Corp Et Al | 263,986 | $19.3M | 0.13% | +204,570+344.3% | Added |
| Adage Capital Partners GP, L.L.C. | 272,461 | $20.0M | 0.03% | +198,500+268.4% | Added |
| Verition Fund Management LLC | 275,674 | $20.2M | 0.12% | +123,598+81.3% | Added |
| CIBC Asset Management Inc | 278,949 | $20.4M | 0.06% | +2,834+1.0% | Added |
| State Board of Administration of Florida Retirement System | 287,002 | $21.0M | 0.04% | −29,516−9.3% | Reduced |
| Avalon Trust Co | 291,346 | $21.3M | 1.39% | +975+0.3% | Added |
| Jane Street Group, LLC | 292,637 | $21.4M | 0.03% | +178,919+157.3% | Added |
| Tredje AP-fonden | 301,890 | $22.1M | 0.18% | −130,566−30.2% | Reduced |
| Schroder Investment Management Group | 326,504 | $23.8M | 0.02% | +6,986+2.2% | Added |
| Russell Investments Group, Ltd. | 331,421 | $24.3M | 0.03% | +41,388+14.3% | Added |
| Raymond James Financial Inc | 337,631 | $24.7M | 0.01% | +17,512+5.5% | Added |
| BNP Paribas Arbitrage, SA | 342,219 | $25.1M | 0.02% | +51,126+17.6% | Added |
| Allspring Global Investments Holdings, LLC | 347,321 | $25.1M | 0.04% | −61,236−15.0% | Reduced |
| Alliancebernstein L.P. | 344,649 | $25.2M | 0.01% | +1,833+0.5% | Added |
| Cidel Asset Management Inc | 346,729 | $25.4M | 1.46% | +24,071+7.5% | Added |
| Millennium Management LLC | 350,677 | $25.7M | 0.02% | +194,121+124.0% | Added |
| California State Teachers Retirement System | 361,646 | $26.5M | 0.03% | −1,441−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 374,504 | $27.4M | 0.05% | −40,560−9.8% | Reduced |
| Two Sigma Investments, LP | 379,853 | $27.8M | 0.04% | +113,779+42.8% | Added |
| APG Asset Management N.V. | 451,066 | $28.1M | 0.08% | −9,529−2.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 443,054 | $29.2M | 0.26% | +431,032+3,585.4% | Added |
| National Pension Service | 409,020 | $30.0M | 0.02% | +4,484+1.1% | Added |
| Public Employees Retirement Association of Colorado | 411,937 | $30.2M | 0.11% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 415,646 | $30.5M | 0.01% | −623,040−60.0% | Reduced |
| M&T Bank Corp | 417,054 | $30.6M | 0.10% | −16,221−3.7% | Reduced |
| 1832 Asset Management L.P. | 420,312 | $30.8M | 0.05% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 432,182 | $31.7M | 0.05% | −1,058−0.2% | Reduced |
| Principal Financial Group Inc | 432,254 | $31.7M | 0.02% | −15,901−3.5% | Reduced |
| LPL Financial LLC | 435,528 | $31.9M | 0.01% | +29,140+7.2% | Added |