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 |
|---|---|---|---|---|---|
| RWC Asset Management LLP | 450,423 | $33.0M | 1.60% | −35,410−7.3% | Reduced |
| STRS Ohio | 452,113 | $33.1M | 0.12% | −100,805−18.2% | Reduced |
| Renaissance Technologies LLC | 478,800 | $35.1M | 0.05% | +58,500+13.9% | Added |
| HSBC Holdings PLC | 510,841 | $37.4M | 0.02% | −23,461−4.4% | Reduced |
| Janus Henderson Group PLC | 529,419 | $38.8M | 0.02% | +1,858+0.4% | Added |
| Partners Group Holding AG | 534,644 | $39.2M | 2.17% | −77,318−12.6% | Reduced |
| Fisher Funds Management LTD | 543,112 | $39.8M | 1.05% | −237,494−30.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 561,471 | $41.1M | 0.21% | −11,613−2.0% | Reduced |
| Miller Howard Investments Inc | 573,241 | $42.0M | 1.28% | +1,901+0.3% | Added |
| Assenagon Asset Management S.A. | 593,822 | $43.5M | 0.06% | +417,183+236.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 600,577 | $44.0M | 0.03% | +9,200+1.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 630,599 | $46.2M | 0.42% | +92,980+17.3% | Added |
| ING Groep NV | 639,197 | $46.8M | 0.25% | +52,338+8.9% | Added |
| Energy Income Partners, LLC | 659,764 | $48.3M | 0.93% | +5,483+0.8% | Added |
| AQR Capital Management LLC | 675,746 | $49.4M | 0.03% | +184,462+37.5% | Added |
| Bank of Montreal | 680,372 | $49.8M | 0.02% | +162,797+31.5% | Added |
| Zimmer Partners, LP | 694,400 | $50.9M | 1.24% | +392,262+129.8% | Added |
| Rhumbline Advisers | 704,213 | $51.6M | 0.04% | +13,749+2.0% | Added |
| Bahl & Gaynor Inc | 720,057 | $52.8M | 0.26% | −4,759−0.7% | Reduced |
| Truist Financial Corp | 720,819 | $52.8M | 0.07% | −993,432−58.0% | Reduced |
| Rockefeller Capital Management L.P. | 755,715 | $55.4M | 0.11% | −46,694−5.8% | Reduced |
| Standard Life Aberdeen plc | 766,412 | $55.8M | 0.09% | −80,876−9.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 763,135 | $55.9M | 0.03% | +5,212+0.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 776,227 | $56.9M | 0.90% | +776,227 | New |
| ExodusPoint Capital Management, LP | 779,265 | $57.1M | 0.80% | +779,265 | New |
| Aviva PLC | 815,355 | $59.7M | 0.11% | +50,468+6.6% | Added |
| Prudential Financial Inc | 824,584 | $60.4M | 0.07% | +178,871+27.7% | Added |
| FMR LLC | 836,849 | $61.3M | 0.00% | +178,490+27.1% | Added |
| TD Asset Management Inc | 850,113 | $62.3M | 0.05% | −55,996−6.2% | Reduced |
| Swiss National Bank | 862,200 | $63.2M | 0.04% | −43,200−4.8% | Reduced |
| Citigroup Inc | 876,002 | $64.2M | 0.04% | +18,339+2.1% | Added |
| California Public Employees Retirement System | 892,331 | $65.4M | 0.04% | −192,292−17.7% | Reduced |
| UniSuper Management Pty Ltd | 903,647 | $66.2M | 0.41% | +3,473+0.4% | Added |
| Cbre Clarion Securities LLC | 972,151 | $71.2M | 1.02% | −11,953−1.2% | Reduced |
| Royal Bank of Canada | 990,586 | $72.6M | 0.01% | +83,054+9.2% | Added |
| First Trust Advisors LP | 1,104,269 | $80.9M | 0.06% | +75,241+7.3% | Added |
| iA Global Asset Management Inc. | 1,293,167 | $94.7M | 1.30% | −68,782−5.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $97.2M | 0.16% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 1,453,667 | $106.5M | 1.21% | 00.0% | Unchanged |
| Nuveen, LLC | 1,453,725 | $106.5M | 0.03% | −264,385−15.4% | Reduced |
| Dimensional Fund Advisors LP | 1,490,112 | $109.2M | 0.02% | +102,087+7.4% | Added |
| Soroban Capital Partners LP | 1,586,744 | $116.2M | 0.96% | +151,574+10.6% | Added |
| Franklin Resources Inc | 1,599,038 | $117.1M | 0.03% | +1,917+0.1% | Added |
| Jennison Associates LLC | 1,652,130 | $121.0M | 0.07% | −200,016−10.8% | Reduced |
| UBS Group AG | 1,802,134 | $132.0M | 0.03% | −515,867−22.3% | Reduced |
| Qube Research & Technologies Ltd | 1,824,470 | $133.7M | 0.19% | +363,546+24.9% | Added |
| Macquarie Group Ltd | 1,862,934 | $136.5M | 0.16% | +389,105+26.4% | Added |
| Amundi | 1,921,839 | $140.7M | 0.05% | +481,513+33.4% | Added |
| Charles Schwab Investment Management Inc | 1,938,101 | $142.0M | 0.02% | +12,260+0.6% | Added |
| Pictet Asset Management Holding SA | 2,089,472 | $153.1M | 0.15% | −39,666−1.9% | Reduced |
| Reaves W H & Co Inc | 2,149,018 | $157.4M | 2.80% | +276,476+14.8% | Added |
| Barclays PLC | 2,194,480 | $160.8M | 0.06% | +885,649+67.7% | Added |
| Bank of New York Mellon Corp | 2,698,734 | $197.7M | 0.04% | +517,656+23.7% | Added |
| Northern Trust Corp | 2,813,173 | $206.1M | 0.03% | −66,122−2.3% | Reduced |
| Legal & General Group Plc | 2,835,632 | $207.7M | 0.05% | −61,642−2.1% | Reduced |
| FIL Ltd | 2,963,352 | $217.1M | 0.17% | +2,027+0.1% | Added |
| Citadel Advisors LLC | 3,018,583 | $221.1M | 0.18% | +873,177+40.7% | Added |
| Bank of America Corp | 3,342,214 | $244.9M | 0.02% | +30,622+0.9% | Added |
| Lord, Abbett & Co. LLC | 3,401,677 | $249.2M | 0.74% | +153,445+4.7% | Added |
| UBS Asset Management Americas Inc | 3,408,872 | $249.7M | 0.05% | −1,214,674−26.3% | Reduced |
| Goldman Sachs Group Inc | 4,281,832 | $313.7M | 0.05% | +273,563+6.8% | Added |
| Ameriprise Financial Inc | 4,900,632 | $358.9M | 0.08% | +128,860+2.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,085,797 | $372.6M | 0.34% | +234,853+4.8% | Added |
| Morgan Stanley | 5,404,815 | $396.0M | 0.02% | −819,868−13.2% | Reduced |
| GQG Partners LLC | 5,421,659 | $397.2M | 0.61% | −70,429−1.3% | Reduced |
| Deutsche Bank AG | 5,586,560 | $409.3M | 0.14% | −335,985−5.7% | Reduced |
| Wells Fargo & Company | 5,680,387 | $416.1M | 0.08% | −252,926−4.3% | Reduced |
| Price T Rowe Associates Inc | 6,096,602 | $446.6M | 0.05% | −874,213−12.5% | Reduced |
| Invesco Ltd. | 7,438,448 | $544.9M | 0.09% | +276,046+3.9% | Added |
| Victory Capital Management Inc | 7,477,821 | $547.8M | 0.34% | +2,327,477+45.2% | Added |
| Geode Capital Management, LLC | 8,139,557 | $593.9M | 0.04% | +118,792+1.5% | Added |
| Massachusetts Financial Services Co | 8,842,605 | $647.8M | 0.20% | −489,166−5.2% | Reduced |
| State Street Corp | 17,788,755 | $1.30B | 0.05% | +331,573+1.9% | Added |
| JPMorgan Chase & Co | 18,924,105 | $1.39B | 0.09% | −1,894,572−9.1% | Reduced |
| BlackRock, Inc. | 31,040,841 | $2.27B | 0.04% | +205,854+0.7% | Added |
| Vanguard Group Inc | 39,170,301 | $2.87B | 0.04% | +126,172+0.3% | Added |
| Perpetual Ltd | 0 | $0 | 0.00% | −2,041,739−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −681,200−100.0% | Sold out |
| Linden Advisors LP | 0 | $0 | 0.00% | −97,500−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −62,134−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −41,813−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −38,166−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −29,424−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −27,702−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,735−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,153−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,485−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −20,748−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −19,406−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −18,605−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −13,218−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −13,113−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −12,478−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −11,344−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −8,149−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −7,859−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,802−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −6,848−100.0% | Sold out |