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 |
|---|---|---|---|---|---|
| Prudential PLC | 9,471 | $662.3K | 0.01% | +5,558+142.0% | Added |
| Metis Global Partners, LLC | 9,515 | $665.4K | 0.02% | −7,718−44.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,520 | $665.7K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,522 | $665.9K | 0.00% | +1,811+23.5% | Added |
| Capital International Inc | 9,570 | $669.2K | 0.01% | −503−5.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,724 | $680.0K | 0.01% | +185+1.9% | Added |
| Centennial Wealth Advisory LLC | 9,736 | $680.8K | 0.18% | +310+3.3% | Added |
| Teacher Retirement System of Texas | 9,900 | $692.3K | 0.00% | −29,293−74.7% | Reduced |
| Canton Hathaway, LLC | 10,000 | $699.3K | 0.13% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,062 | $703.6K | 0.03% | −427−4.1% | Reduced |
| North Dakota State Investment Board | 10,200 | $713.3K | 0.03% | +10,200 | New |
| Abc Arbitrage SA | 10,213 | $714.2K | 0.07% | −33,239−76.5% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 10,300 | $722.3K | 0.04% | +10,300 | New |
| Sumitomo Life Insurance Co | 10,374 | $725.5K | 0.02% | +114+1.1% | Added |
| BLB&B Advisors, LLC | 10,404 | $727.6K | 0.03% | −890−7.9% | Reduced |
| Skopos Labs, Inc. | 10,527 | $738.3K | 0.03% | +7,509+248.8% | Added |
| Danske Bank A/S | 10,600 | $741.3K | 0.00% | −1,700−13.8% | Reduced |
| Landscape Capital Management, L.L.C. | 10,798 | $755.1K | 0.05% | −1,328−11.0% | Reduced |
| Twinbeech Capital LP | 10,803 | $755.5K | 0.05% | −40,514−78.9% | Reduced |
| V-Square Quantitative Management LLC | 10,829 | $757.3K | 0.08% | +10,829 | New |
| Integrated Investment Consultants, LLC | 10,861 | $759.5K | 0.15% | 00.0% | Unchanged |
| Greenleaf Trust | 11,056 | $773.1K | 0.01% | +426+4.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 11,111 | $782.4K | 0.07% | −402−3.5% | Reduced |
| Kesler, Norman & Wride, LLC | 11,241 | $786.1K | 0.13% | −1,166−9.4% | Reduced |
| Tobam | 11,248 | $787.0K | 0.19% | +10,252+1,029.3% | Added |
| Altfest L J & Co Inc | 11,363 | $794.6K | 0.09% | +45+0.4% | Added |
| Horizon Investments, LLC | 11,570 | $809.1K | 0.01% | +157+1.4% | Added |
| Elevated Capital Advisors, LLC | 11,759 | $822.3K | 0.19% | +435+3.8% | Added |
| Inceptionr LLC | 11,760 | $822.4K | 0.23% | +11,760 | New |
| Meeder Advisory Services, Inc. | 11,906 | $832.6K | 0.04% | −2,386−16.7% | Reduced |
| MML Investors Services, LLC | 12,069 | $844.0K | 0.00% | +3,390+39.1% | Added |
| Jane Street Group, LLC | 12,090 | $845.5K | 0.00% | −280,547−95.9% | Reduced |
| Thrivent Financial for Lutherans | 12,095 | $846.0K | 0.00% | +11+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 12,153 | $849.9K | 0.00% | −321−2.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,197 | $852.9K | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 12,200 | $853.1K | 0.18% | 00.0% | Unchanged |
| Braeburn Wealth Management LLC | 12,263 | $857.5K | 0.44% | +12,263 | New |
| Exchange Traded Concepts, LLC | 12,377 | $865.5K | 0.01% | −303−2.4% | Reduced |
| Summit Financial, LLC | 12,392 | $866.6K | 0.01% | −469−3.6% | Reduced |
| MUFG Securities EMEA plc | 12,476 | $872.4K | 0.01% | +6,747+117.8% | Added |
| Chesley Taft & Associates LLC | 12,831 | $897.3K | 0.04% | +1,175+10.1% | Added |
| Smartleaf Asset Management LLC | 12,825 | $903.2K | 0.03% | +1,094+9.3% | Added |
| Capital International Investors | 12,951 | $905.7K | 0.00% | +519+4.2% | Added |
| CAPROCK Group, Inc. | 13,068 | $913.8K | 0.02% | +508+4.0% | Added |
| Vident Advisory, LLC | 13,120 | $917.5K | 0.01% | −1,073−7.6% | Reduced |
| Delta Global Management LP | 13,377 | $935.5K | 0.07% | +13,377 | New |
| Panagora Asset Management Inc | 13,486 | $943.1K | 0.00% | −75,000−84.8% | Reduced |
| New Mexico Educational Retirement Board | 13,810 | $966.0K | 0.03% | +300+2.2% | Added |
| RIA Advisory Group LLC | 13,922 | $973.6K | 0.24% | +13,922 | New |
| Sequoia Financial Advisors, LLC | 13,941 | $974.9K | 0.01% | +1,960+16.4% | Added |
| Fiduciary Trust Co | 14,032 | $981.2K | 0.01% | −346−2.4% | Reduced |
| National Pension Service | 14,137 | $988.6K | 0.00% | −394,883−96.5% | Reduced |
| Vise Technologies, Inc. | 14,243 | $996.0K | 0.02% | +5,908+70.9% | Added |
| GAMMA Investing LLC | 14,346 | $1.00M | 0.05% | −832−5.5% | Reduced |
| Gulf International Bank (UK) Ltd | 14,441 | $1.01M | 0.03% | −37−0.3% | Reduced |
| Mirador Capital Partners LP | 14,486 | $1.01M | 0.14% | +48+0.3% | Added |
| Holocene Advisors, LP | 14,656 | $1.02M | 0.00% | −91,886−86.2% | Reduced |
| Croban | 14,832 | $1.04M | 0.50% | +201+1.4% | Added |
| Royal London Asset Management Ltd | 14,846 | $1.04M | 0.00% | +684+4.8% | Added |
| Bryn Mawr Trust Co | 15,079 | $1.05M | 0.02% | +10,217+210.1% | Added |
| Profund Advisors LLC | 15,105 | $1.06M | 0.03% | −543−3.5% | Reduced |
| Tounjian Advisory Partners, LLC | 15,346 | $1.07M | 0.36% | −176−1.1% | Reduced |
| Maryland State Retirement & Pension System | 15,369 | $1.07M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,500 | $1.08M | 0.02% | −200−1.3% | Reduced |
| Magnetar Financial LLC | 15,612 | $1.09M | 0.01% | +15,612 | New |
| Pinebridge Investments LLC | 16,071 | $1.12M | 0.01% | +16,071 | New |
| Summit Trail Advisors, LLC | 16,116 | $1.13M | 0.02% | −2,718−14.4% | Reduced |
| CWM, LLC | 16,217 | $1.13M | 0.00% | +2,370+17.1% | Added |
| Alps Advisors Inc | 16,407 | $1.15M | 0.01% | +4,207+34.5% | Added |
| Allianz Asset Management GmbH | 16,721 | $1.17M | 0.00% | −2,784−14.3% | Reduced |
| Nordea Investment Management AB | 16,715 | $1.17M | 0.00% | +35+0.2% | Added |
| Bleakley Financial Group, LLC | 17,051 | $1.19M | 0.02% | +433+2.6% | Added |
| Huntington National Bank | 17,287 | $1.21M | 0.01% | +571+3.4% | Added |
| Acadian Asset Management LLC | 17,598 | $1.23M | 0.00% | +16,047+1,034.6% | Added |
| Hartford Investment Management Co | 17,581 | $1.23M | 0.04% | +102+0.6% | Added |
| Sterling Capital Management LLC | 17,943 | $1.25M | 0.02% | −1,970−9.9% | Reduced |
| Lido Advisors, LLC | 17,949 | $1.29M | 0.01% | −147−0.8% | Reduced |
| Havemeyer Place LP | 18,612 | $1.30M | 0.26% | +18,612 | New |
| Kentucky Retirement Systems | 18,676 | $1.31M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18,938 | $1.32M | 0.00% | −3,125−14.2% | Reduced |
| Wedbush Securities Inc | 19,185 | $1.34M | 0.04% | +4,977+35.0% | Added |
| Employees Retirement System of Texas | 19,497 | $1.36M | 0.01% | −44,202−69.4% | Reduced |
| Cim, LLC | 19,561 | $1.37M | 0.18% | +523+2.7% | Added |
| Norinchukin Bank, The | 19,923 | $1.39M | 0.02% | +1,665+9.1% | Added |
| Opus Investment Management Inc | 20,000 | $1.40M | 0.85% | 00.0% | Unchanged |
| Blue Water Asset Management | 20,039 | $1.40M | 0.50% | +20,039 | New |
| Allstate Corp | 20,040 | $1.40M | 0.02% | +9,210+85.0% | Added |
| Investment Management Corp of Ontario | 20,264 | $1.42M | 0.02% | +6,254+44.6% | Added |
| Crossmark Global Holdings, Inc. | 20,608 | $1.44M | 0.02% | −995−4.6% | Reduced |
| Atria Investments LLC | 21,689 | $1.52M | 0.02% | +3,005+16.1% | Added |
| Spirit of America Management Corp | 21,700 | $1.52M | 0.32% | +2,150+11.0% | Added |
| Ascent Group, LLC | 22,091 | $1.54M | 0.05% | −2,503−10.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,127 | $1.55M | 0.01% | −609−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,610 | $1.58M | 0.00% | −1,343−5.6% | Reduced |
| Covalis Capital LLP | 22,669 | $1.59M | 0.12% | +22,669 | New |
| T. Rowe Price Investment Management, Inc. | 23,145 | $1.62M | 0.00% | −25,720−52.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.64M | 0.01% | 00.0% | Unchanged |
| Capital Innovations LLC | 23,622 | $1.65M | 0.47% | +23,622 | New |
| First Manhattan Co | 23,624 | $1.65M | 0.00% | −690−2.8% | Reduced |
| Mizuho Securities USA LLC | 22,159 | $1.67M | 0.03% | +357+1.6% | Added |