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, Q4 2025
Institutional positions in CMS Energy Corp as of Dec 31, 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
- 801
- +36 vs. Q3 2025
- Shares held
- 293.6M
- +4.45M (+1.5%) vs. Q3 2025
- Total value
- $20.5B
- −$642.9M (−3.0%) vs. Q3 2025
- New holders
- 108
- 291 more added
- Sold out
- 72
- 268 more reduced
11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,672,292 | $2.84B | 0.04% | +1,501,991+3.8% | Added |
| BlackRock, Inc. | 32,611,726 | $2.28B | 0.04% | +1,570,885+5.1% | Added |
| State Street Corp | 17,775,337 | $1.24B | 0.04% | −13,418−0.1% | Reduced |
| JPMorgan Chase & Co | 16,700,295 | $1.17B | 0.08% | −2,223,810−11.8% | Reduced |
| Geode Capital Management, LLC | 8,323,146 | $579.9M | 0.04% | +183,589+2.3% | Added |
| Massachusetts Financial Services Co | 8,272,363 | $578.5M | 0.19% | −570,242−6.4% | Reduced |
| Invesco Ltd. | 7,482,026 | $523.2M | 0.05% | +43,578+0.6% | Added |
| Victory Capital Management Inc | 7,386,713 | $516.6M | 0.29% | −91,108−1.2% | Reduced |
| Deutsche Bank AG | 7,249,139 | $506.9M | 0.17% | +1,662,579+29.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,952,040 | $486.2M | 0.43% | +1,866,243+36.7% | Added |
| Wells Fargo & Company | 5,624,209 | $393.3M | 0.08% | −56,178−1.0% | Reduced |
| Ameriprise Financial Inc | 4,898,465 | $342.4M | 0.08% | −2,1670.0% | Reduced |
| Morgan Stanley | 4,612,982 | $322.6M | 0.02% | −791,833−14.7% | Reduced |
| GQG Partners LLC | 4,519,921 | $316.1M | 0.52% | −901,738−16.6% | Reduced |
| Norges Bank | 4,519,622 | $316.1M | 0.03% | +4,519,622 | New |
| Goldman Sachs Group Inc | 4,093,062 | $286.2M | 0.04% | −188,770−4.4% | Reduced |
| Price T Rowe Associates Inc | 3,583,397 | $250.6M | 0.03% | −2,513,205−41.2% | Reduced |
| Pictet Asset Management Holding SA | 3,571,251 | $249.7M | 0.24% | +1,481,779+70.9% | Added |
| Bank of America Corp | 3,401,891 | $237.9M | 0.02% | +59,677+1.8% | Added |
| Lord, Abbett & Co. LLC | 3,336,728 | $233.3M | 0.72% | −64,949−1.9% | Reduced |
| UBS Asset Management Americas Inc | 3,138,379 | $219.5M | 0.05% | −270,493−7.9% | Reduced |
| FIL Ltd | 3,012,486 | $210.7M | 0.16% | +49,134+1.7% | Added |
| Northern Trust Corp | 2,816,169 | $196.9M | 0.03% | +2,996+0.1% | Added |
| Bank of New York Mellon Corp | 2,666,312 | $186.5M | 0.03% | −32,422−1.2% | Reduced |
| Legal & General Group Plc | 2,653,464 | $185.6M | 0.04% | −182,168−6.4% | Reduced |
| Nomura Asset Management International Inc. | 2,150,060 | $150.4M | 0.23% | +2,150,060 | New |
| Reaves W H & Co Inc | 2,087,283 | $146.0M | 2.55% | −61,735−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,988,291 | $139.0M | 0.02% | +50,190+2.6% | Added |
| Franklin Resources Inc | 1,875,718 | $131.2M | 0.03% | +276,680+17.3% | Added |
| Citadel Advisors LLC | 1,754,905 | $122.7M | 0.08% | −1,263,678−41.9% | Reduced |
| Amundi | 1,642,814 | $114.9M | 0.03% | −279,025−14.5% | Reduced |
| Jennison Associates LLC | 1,620,141 | $113.3M | 0.07% | −31,989−1.9% | Reduced |
| Dimensional Fund Advisors LP | 1,530,640 | $107.0M | 0.02% | +40,528+2.7% | Added |
| Qube Research & Technologies Ltd | 1,504,939 | $105.2M | 0.15% | −319,531−17.5% | Reduced |
| Cbre Clarion Securities LLC | 1,480,908 | $103.6M | 1.52% | +508,757+52.3% | Added |
| Parnassus Investments | 1,472,659 | $103.0M | 0.27% | +1,472,659 | New |
| Duff & Phelps Investment Management Co | 1,453,667 | $101.7M | 1.15% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,323,167 | $92.5M | 1.18% | +30,000+2.3% | Added |
| ING Groep NV | 1,263,429 | $88.4M | 0.53% | +624,232+97.7% | Added |
| DekaBank Deutsche Girozentrale | 1,333,955 | $88.0M | 0.16% | 00.0% | Unchanged |
| UBS Group AG | 1,162,288 | $81.3M | 0.02% | −639,846−35.5% | Reduced |
| Royal Bank of Canada | 1,117,152 | $78.1M | 0.01% | +126,566+12.8% | Added |
| Soroban Capital Partners LP | 1,058,781 | $77.6M | 0.57% | −527,963−33.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,106,375 | $77.4M | 1.04% | +330,148+42.5% | Added |
| Nuveen, LLC | 1,093,334 | $76.5M | 0.02% | −360,391−24.8% | Reduced |
| First Trust Advisors LP | 1,080,881 | $75.6M | 0.05% | −23,388−2.1% | Reduced |
| FMR LLC | 976,670 | $68.3M | 0.00% | +139,821+16.7% | Added |
| ExodusPoint Capital Management, LP | 955,297 | $66.8M | 0.74% | +176,032+22.6% | Added |
| Freestone Grove Partners LP | 926,977 | $64.8M | 0.47% | +926,977 | New |
| Bahl & Gaynor Inc | 904,315 | $63.2M | 0.32% | +184,258+25.6% | Added |
| UniSuper Management Pty Ltd | 901,204 | $63.0M | 0.38% | −2,443−0.3% | Reduced |
| Millennium Management LLC | 899,709 | $62.9M | 0.05% | +549,032+156.6% | Added |
| Standard Life Aberdeen plc | 877,487 | $61.4M | 0.10% | +111,075+14.5% | Added |
| Aviva PLC | 863,085 | $60.4M | 0.10% | +47,730+5.9% | Added |
| TD Asset Management Inc | 860,663 | $60.2M | 0.05% | +10,550+1.2% | Added |
| Swiss National Bank | 820,300 | $57.4M | 0.03% | −41,900−4.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 795,529 | $55.6M | 0.54% | +164,930+26.2% | Added |
| California Public Employees Retirement System | 762,162 | $53.3M | 0.03% | −130,169−14.6% | Reduced |
| Zimmer Partners, LP | 742,500 | $51.9M | 1.37% | +48,100+6.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 738,338 | $51.6M | 0.03% | −24,797−3.2% | Reduced |
| Prudential Financial Inc | 732,170 | $51.2M | 0.06% | −92,414−11.2% | Reduced |
| HSBC Holdings PLC | 729,009 | $51.0M | 0.03% | +218,168+42.7% | Added |
| Energy Income Partners, LLC | 721,101 | $50.4M | 0.91% | +61,337+9.3% | Added |
| AQR Capital Management LLC | 672,661 | $47.0M | 0.02% | −3,085−0.5% | Reduced |
| Rhumbline Advisers | 672,207 | $47.0M | 0.04% | −32,006−4.5% | Reduced |
| Barclays PLC | 638,907 | $44.7M | 0.02% | −1,555,573−70.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 633,917 | $44.6M | 0.03% | +33,340+5.6% | Added |
| Bank of Nova Scotia | 613,021 | $42.9M | 0.06% | +481,004+364.4% | Added |
| Miller Howard Investments Inc | 577,414 | $40.4M | 1.22% | +4,173+0.7% | Added |
| BNP Paribas Arbitrage, SA | 570,443 | $39.9M | 0.03% | +228,224+66.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 568,905 | $39.8M | 0.20% | +7,434+1.3% | Added |
| Bank of Montreal | 564,765 | $39.5M | 0.02% | −115,607−17.0% | Reduced |
| Assenagon Asset Management S.A. | 562,715 | $39.4M | 0.06% | −31,107−5.2% | Reduced |
| Rockefeller Capital Management L.P. | 556,029 | $38.9M | 0.07% | −199,686−26.4% | Reduced |
| Citigroup Inc | 531,113 | $37.1M | 0.03% | −344,889−39.4% | Reduced |
| Janus Henderson Group PLC | 522,492 | $36.5M | 0.02% | −6,927−1.3% | Reduced |
| Fisher Funds Management LTD | 508,558 | $35.6M | 0.92% | −34,554−6.4% | Reduced |
| Partners Group Holding AG | 498,234 | $34.8M | 2.35% | −36,410−6.8% | Reduced |
| Truist Financial Corp | 482,772 | $33.8M | 0.05% | −238,047−33.0% | Reduced |
| Principal Financial Group Inc | 463,633 | $32.4M | 0.02% | +31,379+7.3% | Added |
| STRS Ohio | 441,250 | $30.9M | 0.12% | −10,863−2.4% | Reduced |
| LPL Financial LLC | 440,626 | $30.8M | 0.01% | +5,098+1.2% | Added |
| RWC Asset Management LLP | 439,807 | $30.8M | 1.51% | −10,616−2.4% | Reduced |
| M&T Bank Corp | 412,106 | $28.8M | 0.09% | −4,948−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 411,937 | $28.8M | 0.11% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 408,087 | $28.5M | 0.01% | −7,559−1.8% | Reduced |
| 1832 Asset Management L.P. | 405,312 | $28.3M | 0.04% | −15,000−3.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 393,939 | $27.6M | 0.04% | −38,243−8.8% | Reduced |
| US Bancorp | 365,442 | $25.6M | 0.03% | +143,881+64.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 362,665 | $25.4M | 0.22% | −80,389−18.1% | Reduced |
| Toronto Dominion Bank | 356,651 | $24.9M | 0.04% | +214,950+151.7% | Added |
| California State Teachers Retirement System | 356,500 | $24.9M | 0.02% | −5,146−1.4% | Reduced |
| Alliancebernstein L.P. | 348,248 | $24.4M | 0.01% | +3,599+1.0% | Added |
| Cidel Asset Management Inc | 341,790 | $23.9M | 1.69% | −4,939−1.4% | Reduced |
| Raymond James Financial Inc | 340,856 | $23.8M | 0.01% | +3,225+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 336,978 | $23.7M | 0.04% | −10,343−3.0% | Reduced |
| Verition Fund Management LLC | 338,227 | $23.7M | 0.13% | +62,553+22.7% | Added |
| SG Americas Securities, LLC | 335,877 | $23.5M | 0.03% | +310,868+1,243.0% | Added |
| Schroder Investment Management Group | 323,396 | $22.8M | 0.02% | −3,108−1.0% | Reduced |
| CIBC Asset Management Inc | 309,860 | $21.7M | 0.05% | +30,911+11.1% | Added |