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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 287,002 | $21.0M | 0.04% | −29,516−9.3% | Reduced |
| CIBC Asset Management Inc | 278,949 | $20.4M | 0.06% | +2,834+1.0% | Added |
| Verition Fund Management LLC | 275,674 | $20.2M | 0.12% | +123,598+81.3% | Added |
| Adage Capital Partners GP, L.L.C. | 272,461 | $20.0M | 0.03% | +198,500+268.4% | Added |
| Tudor Investment Corp Et Al | 263,986 | $19.3M | 0.13% | +204,570+344.3% | Added |
| Beck Bode, LLC | 259,998 | $19.0M | 3.08% | +1,709+0.7% | Added |
| Manufacturers Life Insurance Company, The | 259,610 | $19.0M | 0.02% | −127,781−33.0% | Reduced |
| Artemis Investment Management LLP | 248,570 | $18.2M | 0.23% | −42,646−14.6% | Reduced |
| Squarepoint Ops LLC | 245,068 | $18.0M | 0.04% | +121,789+98.8% | Added |
| AE Wealth Management LLC | 244,165 | $17.9M | 0.11% | +13,481+5.8% | Added |
| Magellan Asset Management Ltd | 239,502 | $17.5M | 0.21% | +38,949+19.4% | Added |
| Covea Finance | 237,350 | $17.4M | 0.61% | +1,300+0.6% | Added |
| Quantinno Capital Management LP | 236,036 | $17.3M | 0.05% | +85,292+56.6% | Added |
| US Bancorp | 221,561 | $16.2M | 0.02% | −3,577−1.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 220,445 | $16.1M | 0.21% | −70,673−24.3% | Reduced |
| New York State Teachers Retirement System | 212,718 | $15.6M | 0.03% | −19,766−8.5% | Reduced |
| Keybank National Association | 205,715 | $15.1M | 0.05% | −8,567−4.0% | Reduced |
| Public Employees Retirement System of Ohio | 198,423 | $14.5M | 0.05% | +13,798+7.5% | Added |
| D. E. Shaw & Co., Inc. | 193,791 | $14.2M | 0.01% | −91,881−32.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 191,626 | $14.0M | 0.03% | +1,796+0.9% | Added |
| Canada Pension Plan Investment Board | 190,580 | $14.0M | 0.01% | −443,612−69.9% | Reduced |
| Asset Management One Co.,Ltd. | 190,265 | $13.9M | 0.04% | +5,969+3.2% | Added |
| Gabelli Funds LLC | 189,617 | $13.9M | 0.09% | −600−0.3% | Reduced |
| Epoch Investment Partners, Inc. | 188,810 | $13.8M | 0.08% | −5,325−2.7% | Reduced |
| State of Wisconsin Investment Board | 186,358 | $13.7M | 0.03% | −40,277−17.8% | Reduced |
| Great West Life Assurance Co | 179,786 | $13.1M | 0.02% | +1,673+0.9% | Added |
| Greenland Capital Management LP | 177,233 | $13.0M | 1.91% | +140,486+382.3% | Added |
| Trillium Asset Management, LLC | 174,316 | $12.8M | 0.34% | +174,316 | New |
| Wealthfront Advisers LLC | 168,211 | $12.3M | 0.03% | −3,415−2.0% | Reduced |
| Natixis Advisors, L.P. | 164,023 | $12.0M | 0.02% | −12,134−6.9% | Reduced |
| Omers Administration Corp | 162,989 | $11.9M | 0.09% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 162,351 | $11.9M | 0.05% | +404+0.2% | Added |
| Nicholas Company, Inc. | 161,850 | $11.9M | 0.20% | −100.0% | Reduced |
| Sourcerock Group LLC | 156,776 | $11.5M | 0.78% | +84,076+115.6% | Added |
| Bruce & Co., Inc. | 156,000 | $11.4M | 3.54% | −40,000−20.4% | Reduced |
| Edgestream Partners, L.P. | 155,230 | $11.4M | 0.33% | +36,766+31.0% | Added |
| Bokf, NA | 153,031 | $11.2M | 0.17% | +706+0.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 152,765 | $11.2M | 0.03% | −5,231−3.3% | Reduced |
| Hennessy Advisors Inc | 145,698 | $10.7M | 0.37% | −21,800−13.0% | Reduced |
| Korea Investment CORP | 144,251 | $10.6M | 0.02% | −32,325−18.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 143,784 | $10.5M | 0.41% | −38,525−21.1% | Reduced |
| Nomura Holdings Inc | 142,432 | $10.4M | 0.05% | +50,798+55.4% | Added |
| Toroso Investments, LLC | 141,864 | $10.4M | 0.04% | −1,055−0.7% | Reduced |
| Toronto Dominion Bank | 141,701 | $10.4M | 0.02% | +10,145+7.7% | Added |
| Worldquant Millennium Advisors LLC | 136,651 | $10.0M | 0.04% | +136,651 | New |
| Treasurer of the State of North Carolina | 133,749 | $9.80M | 0.03% | −5,210−3.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 132,974 | $9.74M | 0.56% | −2,672−2.0% | Reduced |
| Bank of Nova Scotia | 132,017 | $9.67M | 0.02% | −127,957−49.2% | Reduced |
| MetLife Investment Management | 131,220 | $9.61M | 0.05% | +3,267+2.6% | Added |
| Graham Capital Management, L.P. | 130,276 | $9.54M | 0.35% | −13,732−9.5% | Reduced |
| First American Trust, FSB | 127,446 | $9.34M | 0.68% | +508+0.4% | Added |
| Brasada Capital Management, LP | 129,801 | $9.32M | 1.59% | +1,286+1.0% | Added |
| Contravisory Investment Management, Inc. | 126,292 | $9.25M | 1.79% | −4,527−3.5% | Reduced |
| New York State Common Retirement Fund | 126,207 | $9.25M | 0.01% | −21,600−14.6% | Reduced |
| NewSquare Capital LLC | 124,063 | $9.09M | 0.62% | −885−0.7% | Reduced |
| National Bank of Canada | 123,907 | $9.08M | 0.01% | −125,799−50.4% | Reduced |
| Comerica Bank | 122,871 | $9.00M | 0.03% | −5,162−4.0% | Reduced |
| AMF Pensionsforsakring AB | 121,251 | $8.88M | 0.06% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 120,978 | $8.86M | 0.02% | −190−0.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 120,544 | $8.82M | 0.04% | −8,988−6.9% | Reduced |
| Mattern Capital Management, LLC | 118,582 | $8.69M | 1.02% | +219+0.2% | Added |
| American Century Companies Inc | 117,877 | $8.64M | 0.00% | +4,531+4.0% | Added |
| Howe & Rusling Inc | 113,743 | $8.33M | 0.57% | −785−0.7% | Reduced |
| Van Eck Associates Corp | 112,103 | $8.21M | 0.01% | +6,850+6.5% | Added |
| State of Tennessee, Treasury Department | 111,914 | $8.20M | 0.03% | −44,662−28.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 111,869 | $8.20M | 0.05% | 00.0% | Unchanged |
| Summit Global Investments | 111,530 | $8.17M | 0.48% | −4,210−3.6% | Reduced |
| Assetmark, Inc | 108,818 | $7.97M | 0.02% | +3,378+3.2% | Added |
| Holocene Advisors, LP | 106,542 | $7.81M | 0.02% | +29,811+38.9% | Added |
| Credit Agricole S A | 105,290 | $7.71M | 0.03% | +105,290 | New |
| Campbell & CO Investment Adviser LLC | 104,094 | $7.63M | 0.58% | +55,017+112.1% | Added |
| HighTower Advisors, LLC | 103,766 | $7.60M | 0.01% | +2,832+2.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 101,645 | $7.45M | 0.12% | +26,211+34.7% | Added |
| Aventail Capital Group, LP | 100,026 | $7.33M | 0.35% | −101,631−50.4% | Reduced |
| Qsemble Capital Management, LP | 99,856 | $7.32M | 0.72% | +99,856 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,550 | $7.07M | 0.02% | +5,457+6.0% | Added |
| DnB Asset Management AS | 94,340 | $6.91M | 0.03% | +13,570+16.8% | Added |
| Commonwealth Equity Services, LLC | 93,323 | $6.84M | 0.01% | +1,846+2.0% | Added |
| Daiwa Securities Group Inc. | 91,532 | $6.71M | 0.02% | +12,094+15.2% | Added |
| Sone Capital Management, LLC | 90,417 | $6.62M | 0.55% | −77,830−46.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 89,050 | $6.52M | 0.01% | +77,118+646.3% | Added |
| Panagora Asset Management Inc | 88,486 | $6.48M | 0.03% | −6,384−6.7% | Reduced |
| Arizona State Retirement System | 88,208 | $6.46M | 0.03% | +783+0.9% | Added |
| ASR Vermogensbeheer N.V. | 87,868 | $6.44M | 0.08% | −664−0.8% | Reduced |
| Voloridge Investment Management, LLC | 86,508 | $6.34M | 0.02% | −532,232−86.0% | Reduced |
| New England Asset Management Inc | 83,465 | $6.11M | 0.80% | +530+0.6% | Added |
| The PNC Financial Services Group, Inc. | 83,361 | $6.11M | 0.00% | +9,723+13.2% | Added |
| First American Bank | 83,244 | $6.10M | 0.38% | +1,942+2.4% | Added |
| Intact Investment Management Inc. | 81,700 | $5.99M | 0.18% | +7,100+9.5% | Added |
| State of Michigan Retirement System | 80,999 | $5.93M | 0.03% | −300−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 79,018 | $5.79M | 0.02% | +298+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 78,960 | $5.78M | 0.05% | +5,341+7.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 77,751 | $5.70M | 0.04% | −7,612−8.9% | Reduced |
| SEI Investments Co | 77,619 | $5.69M | 0.01% | −8,156−9.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 76,654 | $5.62M | 0.13% | +30,061+64.5% | Added |
| Stifel Financial Corp | 76,448 | $5.60M | 0.01% | −3,213−4.0% | Reduced |
| Czech National Bank | 76,025 | $5.57M | 0.04% | +2,909+4.0% | Added |
| Forsta Ap-Fonden | 74,700 | $5.47M | 0.03% | −3,200−4.1% | Reduced |
| Swiss Life Asset Management Ltd | 74,552 | $5.46M | 0.03% | +28,577+62.2% | Added |
| SilverOak Wealth Management LLC | 68,825 | $5.04M | 0.85% | −130.0% | Reduced |