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 |
|---|---|---|---|---|---|
| First Manhattan Co | 24,314 | $1.78M | 0.00% | −686−2.7% | Reduced |
| Baird Financial Group, Inc. | 24,253 | $1.78M | 0.00% | +1,880+8.4% | Added |
| Ramirez Asset Management, Inc. | 24,204 | $1.77M | 0.25% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,953 | $1.75M | 0.00% | −2,132−8.2% | Reduced |
| GWM Advisors LLC | 23,909 | $1.75M | 0.01% | −1,461−5.8% | Reduced |
| Alberta Investment Management Corp | 23,900 | $1.75M | 0.01% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 23,878 | $1.75M | 0.30% | +23,878 | New |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.72M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 22,804 | $1.67M | 0.00% | +4,988+28.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,736 | $1.67M | 0.01% | −77,601−77.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,063 | $1.62M | 0.00% | −542−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,000 | $1.61M | 0.18% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 21,603 | $1.58M | 0.02% | −2,421−10.1% | Reduced |
| Elo Mutual Pension Insurance Co | 21,593 | $1.58M | 0.03% | +21,593 | New |
| Mizuho Securities USA LLC | 21,802 | $1.56M | 0.03% | +1,128+5.5% | Added |
| Advisors Asset Management, Inc. | 20,918 | $1.53M | 0.03% | +1,372+7.0% | Added |
| Gateway Investment Advisers LLC | 20,562 | $1.51M | 0.01% | +340+1.7% | Added |
| Opus Investment Management Inc | 20,000 | $1.47M | 0.91% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 19,913 | $1.46M | 0.02% | −1,409−6.6% | Reduced |
| Spirit of America Management Corp | 19,550 | $1.43M | 0.29% | +3,200+19.6% | Added |
| Allianz Asset Management GmbH | 19,505 | $1.43M | 0.00% | +1,657+9.3% | Added |
| Cim, LLC | 19,038 | $1.39M | 0.18% | +152+0.8% | Added |
| Summit Trail Advisors, LLC | 18,834 | $1.38M | 0.02% | +10,500+126.0% | Added |
| Atria Investments LLC | 18,684 | $1.37M | 0.02% | +149+0.8% | Added |
| Kentucky Retirement Systems | 18,676 | $1.37M | 0.04% | −392−2.1% | Reduced |
| Norinchukin Bank, The | 18,258 | $1.34M | 0.02% | +156+0.9% | Added |
| Lido Advisors, LLC | 18,096 | $1.33M | 0.01% | +8,127+81.5% | Added |
| Hartford Investment Management Co | 17,479 | $1.28M | 0.04% | −469−2.6% | Reduced |
| Metis Global Partners, LLC | 17,233 | $1.26M | 0.03% | −784−4.4% | Reduced |
| Natixis | 17,185 | $1.26M | 0.01% | +17,185 | New |
| Huntington National Bank | 16,716 | $1.22M | 0.01% | +355+2.2% | Added |
| Nordea Investment Management AB | 16,680 | $1.22M | 0.00% | +2,318+16.1% | Added |
| Bleakley Financial Group, LLC | 16,618 | $1.22M | 0.03% | +226+1.4% | Added |
| Catalyst Funds Management Pty Ltd | 16,600 | $1.22M | 0.18% | +16,600 | New |
| Andra AP-fonden | 15,974 | $1.17M | 0.01% | −67,199−80.8% | Reduced |
| Qtron Investments LLC | 15,817 | $1.16M | 0.14% | +2,309+17.1% | Added |
| Louisiana State Employees Retirement System | 15,700 | $1.15M | 0.02% | −100−0.6% | Reduced |
| Profund Advisors LLC | 15,648 | $1.15M | 0.04% | +611+4.1% | Added |
| Tounjian Advisory Partners, LLC | 15,522 | $1.14M | 0.38% | −4,946−24.2% | Reduced |
| Maryland State Retirement & Pension System | 15,369 | $1.13M | 0.02% | +1,458+10.5% | Added |
| GAMMA Investing LLC | 15,178 | $1.11M | 0.06% | +1,126+8.0% | Added |
| Machina Capital S.A.S. | 14,957 | $1.10M | 0.19% | +14,957 | New |
| Croban | 14,631 | $1.07M | 0.71% | +575+4.1% | Added |
| Lazard Asset Management LLC | 14,611 | $1.07M | 0.00% | −130,179−89.9% | Reduced |
| Gulf International Bank (UK) Ltd | 14,478 | $1.06M | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 14,438 | $1.06M | 0.15% | −366−2.5% | Reduced |
| Securian Asset Management, Inc | 14,393 | $1.05M | 0.03% | −1,136−7.3% | Reduced |
| Fiduciary Trust Co | 14,378 | $1.05M | 0.01% | +369+2.6% | Added |
| Meeder Advisory Services, Inc. | 14,292 | $1.05M | 0.05% | +1,442+11.2% | Added |
| Wedbush Securities Inc | 14,208 | $1.04M | 0.03% | +8,911+168.2% | Added |
| Vident Advisory, LLC | 14,193 | $1.04M | 0.01% | +663+4.9% | Added |
| Royal London Asset Management Ltd | 14,162 | $1.04M | 0.00% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 14,010 | $1.03M | 0.02% | +6,718+92.1% | Added |
| Vestcor Inc | 13,999 | $1.03M | 0.03% | −95,635−87.2% | Reduced |
| Mather Group, LLC. | 13,860 | $1.02M | 0.01% | +1,938+16.3% | Added |
| CWM, LLC | 13,847 | $1.01M | 0.00% | +709+5.4% | Added |
| Boston Private Wealth LLC | 13,652 | $1.00M | 0.05% | −4,248−23.7% | Reduced |
| New Mexico Educational Retirement Board | 13,510 | $990.0K | 0.03% | −500−3.6% | Reduced |
| Vinva Investment Management Ltd | 13,005 | $946.4K | 0.02% | +13,005 | New |
| Summit Financial, LLC | 12,861 | $942.2K | 0.01% | +478+3.9% | Added |
| Exchange Traded Concepts, LLC | 12,680 | $928.9K | 0.01% | +178+1.4% | Added |
| Schonfeld Strategic Advisors LLC | 12,637 | $925.8K | 0.01% | +9,312+280.1% | Added |
| Tower Research Capital LLC (TRC) | 12,549 | $919.3K | 0.03% | +6,329+101.8% | Added |
| Federation des caisses Desjardins du Quebec | 12,474 | $913.8K | 0.00% | +3,301+36.0% | Added |
| Capital International Investors | 12,432 | $910.7K | 0.00% | −467,125−97.4% | Reduced |
| SRS Capital Advisors, Inc. | 12,320 | $902.6K | 0.01% | +10,135+463.8% | Added |
| Danske Bank A/S | 12,300 | $901.1K | 0.00% | +1,400+12.8% | Added |
| CAPROCK Group, Inc. | 12,560 | $898.9K | 0.02% | +12,560 | New |
| Global Retirement Partners, LLC | 12,269 | $898.8K | 0.02% | +9,982+436.5% | Added |
| Icon Advisers Inc | 12,200 | $893.8K | 0.20% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,200 | $893.8K | 0.00% | +5,991+96.5% | Added |
| Horizon Kinetics Asset Management LLC | 12,197 | $893.6K | 0.01% | −100−0.8% | Reduced |
| Landscape Capital Management, L.L.C. | 12,126 | $888.4K | 0.06% | +12,126 | New |
| Thrivent Financial for Lutherans | 12,084 | $885.0K | 0.00% | −227−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 11,981 | $877.7K | 0.01% | +1,000+9.1% | Added |
| Chesley Taft & Associates LLC | 11,656 | $853.9K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11,731 | $853.7K | 0.05% | +851+7.8% | Added |
| Moody National Bank Trust Division | 11,569 | $847.5K | 0.07% | −1,085−8.6% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 11,513 | $843.4K | 0.08% | −325−2.7% | Reduced |
| LMR Partners LLP | 11,501 | $842.6K | 0.01% | +4,595+66.5% | Added |
| Horizon Investments, LLC | 11,413 | $829.8K | 0.01% | +564+5.2% | Added |
| Elevated Capital Advisors, LLC | 11,324 | $829.6K | 0.21% | −1,495−11.7% | Reduced |
| Altfest L J & Co Inc | 11,318 | $829.1K | 0.09% | −93−0.8% | Reduced |
| BLB&B Advisors, LLC | 11,294 | $827.4K | 0.04% | −431−3.7% | Reduced |
| Kesler, Norman & Wride, LLC | 12,407 | $827.0K | 0.16% | +1,167+10.4% | Added |
| Integrated Investment Consultants, LLC | 10,861 | $795.7K | 0.14% | 00.0% | Unchanged |
| Allstate Corp | 10,830 | $793.4K | 0.02% | +10,830 | New |
| Greenleaf Trust | 10,630 | $778.8K | 0.01% | −450−4.1% | Reduced |
| Empirical Finance, LLC | 10,489 | $768.4K | 0.04% | +104+1.0% | Added |
| Sumitomo Life Insurance Co | 10,260 | $751.6K | 0.02% | −397−3.7% | Reduced |
| Wedge Capital Management L L P | 10,156 | $744.0K | 0.01% | −8,793−46.4% | Reduced |
| Capital International Inc | 10,073 | $737.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 10,000 | $733.0K | 0.14% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 9,680 | $709.2K | 0.21% | +1,257+14.9% | Added |
| United Capital Financial Advisers, LLC | 9,677 | $709.0K | 0.01% | +392+4.2% | Added |
| Azimuth Capital Investment Management LLC | 9,622 | $704.9K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,539 | $698.8K | 0.01% | −40.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,520 | $697.4K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 9,504 | $697.0K | 0.03% | +30+0.3% | Added |
| Centennial Wealth Advisory LLC | 9,426 | $690.4K | 0.19% | +553+6.2% | Added |