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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 68,589 | $5.02M | 0.01% | −19,436−22.1% | Reduced |
| Hilltop Holdings Inc. | 66,644 | $4.88M | 0.26% | −624−0.9% | Reduced |
| Wellington Management Group LLP | 65,944 | $4.83M | 0.00% | −7,303−10.0% | Reduced |
| Logan Capital Management Inc | 65,415 | $4.79M | 0.20% | +1,531+2.4% | Added |
| IFM Investors Pty Ltd | 66,273 | $4.76M | 0.04% | −75−0.1% | Reduced |
| Public Sector Pension Investment Board | 64,576 | $4.73M | 0.02% | +3,046+5.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 64,491 | $4.72M | 0.12% | +10,488+19.4% | Added |
| Cetera Investment Advisers | 64,256 | $4.71M | 0.01% | +27,660+75.6% | Added |
| Retirement Systems of Alabama | 63,853 | $4.68M | 0.02% | −332−0.5% | Reduced |
| Employees Retirement System of Texas | 63,699 | $4.67M | 0.04% | −20,546−24.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 63,884 | $4.65M | 0.21% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 62,548 | $4.58M | 0.03% | +3,617+6.1% | Added |
| Benjamin Edwards Inc | 61,861 | $4.53M | 0.05% | +48,954+379.3% | Added |
| Creative Planning | 60,331 | $4.42M | 0.00% | +9,823+19.4% | Added |
| Trexquant Investment LP | 59,629 | $4.37M | 0.05% | +33,840+131.2% | Added |
| Mariner, LLC | 59,459 | $4.36M | 0.01% | +12,690+27.1% | Added |
| Sciencast Management LP | 59,035 | $4.32M | 0.81% | +59,035 | New |
| Man Group plc | 57,923 | $4.24M | 0.01% | −76,415−56.9% | Reduced |
| Amalgamated Bank | 57,536 | $4.21M | 0.03% | −1,535−2.6% | Reduced |
| Cerity Partners LLC | 54,730 | $4.01M | 0.01% | +25,309+86.0% | Added |
| CI Private Wealth, LLC | 54,235 | $3.97M | 0.01% | −5,172−8.7% | Reduced |
| Agf Management Ltd | 53,493 | $3.92M | 0.02% | −70−0.1% | Reduced |
| ProShare Advisors LLC | 52,805 | $3.87M | 0.01% | −360−0.7% | Reduced |
| Gotham Asset Management, LLC | 51,688 | $3.79M | 0.02% | +11,154+27.5% | Added |
| Twinbeech Capital LP | 51,317 | $3.76M | 0.15% | +51,317 | New |
| Bridgewater Associates, LP | 50,551 | $3.70M | 0.01% | +50,551 | New |
| Captrust Financial Advisors | 49,784 | $3.65M | 0.01% | −50.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,388 | $3.62M | 0.03% | +326+0.7% | Added |
| Quest Partners LLC | 49,204 | $3.60M | 0.24% | +39,870+427.1% | Added |
| Yousif Capital Management, LLC | 49,146 | $3.60M | 0.04% | −4,540−8.5% | Reduced |
| Utah Retirement Systems | 48,933 | $3.58M | 0.03% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 48,865 | $3.58M | 0.00% | −331,780−87.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 47,730 | $3.50M | 0.03% | +2,689+6.0% | Added |
| Xponance, Inc. | 46,591 | $3.41M | 0.03% | −8,809−15.9% | Reduced |
| Brinker Capital Investments, LLC | 45,992 | $3.37M | 0.03% | −1,585−3.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 45,368 | $3.32M | 0.01% | +4,908+12.1% | Added |
| Martingale Asset Management L P | 44,773 | $3.28M | 0.08% | −9,152−17.0% | Reduced |
| CIBC Bancorp USA Inc. | 43,935 | $3.22M | 0.02% | +43,935 | New |
| Marshall Wace, LLP | 43,453 | $3.18M | 0.00% | +43,453 | New |
| Abc Arbitrage SA | 43,452 | $3.18M | 0.31% | +43,452 | New |
| XTX Topco Ltd | 43,207 | $3.17M | 0.16% | −8,132−15.8% | Reduced |
| British Columbia Investment Management Corp | 42,991 | $3.15M | 0.02% | −4,073−8.7% | Reduced |
| JustInvest LLC | 42,815 | $3.14M | 0.03% | −435−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 42,728 | $3.13M | 0.04% | −49,476−53.7% | Reduced |
| Brookfield Asset Management Inc. | 42,560 | $3.12M | 0.00% | −842,080−95.2% | Reduced |
| Pathstone Holdings, LLC | 42,490 | $3.11M | 0.01% | +11,455+36.9% | Added |
| Private Advisor Group, LLC | 41,857 | $3.07M | 0.02% | −1,351−3.1% | Reduced |
| DRW Securities, LLC | 42,100 | $3.06M | 0.16% | +3,100+7.9% | Added |
| Advisor Group Holdings, Inc. | 41,937 | $3.05M | 0.00% | +2,243+5.7% | Added |
| Boothbay Fund Management, LLC | 41,101 | $3.01M | 0.08% | +19,760+92.6% | Added |
| New York Life Investment Management LLC | 40,575 | $2.97M | 0.03% | −43−0.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,269 | $2.95M | 0.01% | −812−2.0% | Reduced |
| OP Asset Management Ltd | 40,194 | $2.94M | 0.04% | +5,622+16.3% | Added |
| Westwood Holdings Group Inc. | 40,064 | $2.94M | 0.02% | −80,634−66.8% | Reduced |
| Colony Group, LLC | 43,370 | $2.91M | 0.00% | +5,174+13.5% | Added |
| Woodline Partners LP | 39,561 | $2.90M | 0.01% | +7,205+22.3% | Added |
| Teacher Retirement System of Texas | 39,193 | $2.87M | 0.01% | −32,197−45.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 38,162 | $2.80M | 0.01% | +44+0.1% | Added |
| Nissay Asset Management Corp | 38,005 | $2.78M | 0.02% | +354+0.9% | Added |
| Rakuten Investment Management, Inc. | 51,000 | $2.74M | 0.01% | +51,000 | New |
| Dark Forest Capital Management LP | 37,161 | $2.72M | 0.10% | +37,161 | New |
| Fifth Third Bancorp | 36,782 | $2.69M | 0.01% | −1,037−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,457 | $2.67M | 0.10% | +4,694+14.8% | Added |
| Susquehanna International Group, LLP | 36,249 | $2.66M | 0.00% | −8,437−18.9% | Reduced |
| NEOS Investment Management LLC | 35,474 | $2.60M | 0.02% | +10,323+41.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 34,958 | $2.56M | 0.00% | −1,450−4.0% | Reduced |
| J. Safra Sarasin Holding AG | 34,322 | $2.51M | 0.04% | +34,322 | New |
| Oregon Public Employees Retirement Fund | 34,290 | $2.51M | 0.03% | +8,446+32.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,670 | $2.48M | 0.00% | +2,797+9.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 33,829 | $2.48M | 0.33% | −168−0.5% | Reduced |
| Sanctuary Advisors, LLC | 33,678 | $2.47M | 0.01% | +3,364+11.1% | Added |
| Wolverine Trading, LLC | 33,485 | $2.44M | 0.05% | −70−0.2% | Reduced |
| USS Investment Management Ltd | 32,774 | $2.40M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 32,506 | $2.38M | 0.01% | +4,559+16.3% | Added |
| Mutual of America Capital Management LLC | 32,441 | $2.38M | 0.03% | −1,857−5.4% | Reduced |
| Janney Montgomery Scott LLC | 32,332 | $2.37M | 0.01% | −613−1.9% | Reduced |
| State of Alaska, Department of Revenue | 32,047 | $2.35M | 0.02% | −1,513−4.5% | Reduced |
| Vennlight Capital Management, LP | 31,917 | $2.34M | 3.04% | +31,917 | New |
| Lombard Odier Asset Management (Europe) Ltd | 31,888 | $2.34M | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 31,836 | $2.33M | 0.07% | +221+0.7% | Added |
| Rafferty Asset Management, LLC | 31,513 | $2.31M | 0.01% | −635−2.0% | Reduced |
| Engineers Gate Manager LP | 31,216 | $2.29M | 0.03% | +27,576+757.6% | Added |
| Mackenzie Financial Corp | 31,072 | $2.28M | 0.00% | +931+3.1% | Added |
| CWM Advisors, LLC | 30,916 | $2.26M | 0.22% | −1,652−5.1% | Reduced |
| Intech Investment Management LLC | 30,404 | $2.23M | 0.02% | −6,909−18.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,477 | $2.09M | 0.01% | +135+0.5% | Added |
| Pacer Advisors, Inc. | 28,158 | $2.06M | 0.01% | −18,524−39.7% | Reduced |
| HB Wealth Management, LLC | 28,055 | $2.06M | 0.01% | +977+3.6% | Added |
| Neuberger Berman Group LLC | 27,602 | $2.02M | 0.00% | +4,432+19.1% | Added |
| KBC Group NV | 27,565 | $2.02M | 0.00% | +2,223+8.8% | Added |
| Venture Visionary Partners LLC | 27,521 | $2.02M | 0.07% | +24,356+769.5% | Added |
| Glenmede Investment Management, LP | 27,200 | $1.99M | 0.01% | +12,806+89.0% | Added |
| Gamco Investors, Inc. Et Al | 26,950 | $1.97M | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 26,600 | $1.95M | 0.52% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 26,491 | $1.94M | 0.16% | +1,389+5.5% | Added |
| Ferguson Wellman Capital Management, Inc | 25,534 | $1.87M | 0.03% | −237−0.9% | Reduced |
| AXA Investment Managers S.A. | 25,237 | $1.85M | 0.00% | +25,237 | New |
| SG Americas Securities, LLC | 25,009 | $1.83M | 0.01% | +14,810+145.2% | Added |
| Nicholson Wealth Management Group, LLC | 24,758 | $1.81M | 1.06% | +1,263+5.4% | Added |
| Ascent Group, LLC | 24,594 | $1.80M | 0.06% | +21,622+727.5% | Added |