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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 23,877 | $1.67M | 0.01% | +23,877 | New |
| Alberta Investment Management Corp | 23,900 | $1.67M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 23,926 | $1.67M | 0.03% | +3,008+14.4% | Added |
| Ramirez Asset Management, Inc. | 24,204 | $1.69M | 0.22% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 24,258 | $1.70M | 0.02% | −6,958−22.3% | Reduced |
| Portfolio Design Labs, LLC | 24,372 | $1.70M | 0.28% | +494+2.1% | Added |
| Baird Financial Group, Inc. | 24,445 | $1.71M | 0.00% | +192+0.8% | Added |
| Gateway Investment Advisers LLC | 24,503 | $1.71M | 0.02% | +3,941+19.2% | Added |
| Nicholson Wealth Management Group, LLC | 24,971 | $1.75M | 1.02% | +213+0.9% | Added |
| Gamco Investors, Inc. Et Al | 25,200 | $1.76M | 0.02% | −1,750−6.5% | Reduced |
| CIBC World Markets Inc. | 25,299 | $1.77M | 0.00% | +25,299 | New |
| Bridgefront Capital, LLC | 25,365 | $1.77M | 0.45% | +15,685+162.0% | Added |
| Ferguson Wellman Capital Management, Inc | 25,496 | $1.78M | 0.03% | −38−0.1% | Reduced |
| Mather Group, LLC. | 25,509 | $1.78M | 0.02% | +11,649+84.0% | Added |
| GWM Advisors LLC | 26,154 | $1.83M | 0.01% | +2,245+9.4% | Added |
| Natixis | 26,172 | $1.83M | 0.01% | +8,987+52.3% | Added |
| Neuberger Berman Group LLC | 26,269 | $1.84M | 0.00% | −1,333−4.8% | Reduced |
| WealthTrust Axiom LLC | 26,400 | $1.85M | 0.47% | −200−0.8% | Reduced |
| KBC Group NV | 27,116 | $1.90M | 0.00% | −449−1.6% | Reduced |
| Mercer Global Advisors Inc | 27,287 | $1.91M | 0.00% | +4,483+19.7% | Added |
| Venture Visionary Partners LLC | 27,522 | $1.92M | 0.06% | +10.0% | Added |
| Steward Partners Investment Advisory, LLC | 28,489 | $1.99M | 0.01% | +120.0% | Added |
| HB Wealth Management, LLC | 28,551 | $2.00M | 0.01% | +496+1.8% | Added |
| Quest Partners LLC | 28,568 | $2.00M | 0.11% | −20,636−41.9% | Reduced |
| Hilton Capital Management, LLC | 29,352 | $2.05M | 0.15% | +2,861+10.8% | Added |
| State of Alaska, Department of Revenue | 30,167 | $2.11M | 0.02% | −1,880−5.9% | Reduced |
| Siemens Fonds Invest GmbH | 29,963 | $2.11M | 0.11% | +25,863+630.8% | Added |
| Janney Montgomery Scott LLC | 31,485 | $2.20M | 0.01% | −847−2.6% | Reduced |
| Cerity Partners LLC | 32,324 | $2.26M | 0.00% | −22,406−40.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,443 | $2.27M | 0.01% | −63−0.2% | Reduced |
| Mutual of America Capital Management LLC | 32,670 | $2.28M | 0.02% | +229+0.7% | Added |
| USS Investment Management Ltd | 32,774 | $2.29M | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 33,421 | $2.34M | 0.06% | +1,585+5.0% | Added |
| Mackenzie Financial Corp | 33,319 | $2.34M | 0.00% | +2,247+7.2% | Added |
| Rafferty Asset Management, LLC | 33,513 | $2.34M | 0.01% | +2,000+6.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 33,821 | $2.37M | 0.31% | −80.0% | Reduced |
| CWM Advisors, LLC | 33,858 | $2.37M | 0.21% | +2,942+9.5% | Added |
| Sanctuary Advisors, LLC | 34,009 | $2.38M | 0.01% | +331+1.0% | Added |
| Oregon Public Employees Retirement Fund | 34,829 | $2.44M | 0.03% | +539+1.6% | Added |
| Machina Capital S.A.S. | 34,891 | $2.44M | 0.47% | +19,934+133.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 34,965 | $2.45M | 0.00% | +70.0% | Added |
| Vinva Investment Management Ltd | 35,608 | $2.51M | 0.03% | +22,603+173.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,160 | $2.53M | 0.00% | −4,109−10.2% | Reduced |
| Gotham Asset Management, LLC | 36,483 | $2.55M | 0.01% | −15,205−29.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 36,495 | $2.55M | 0.01% | −1,667−4.4% | Reduced |
| Fifth Third Bancorp | 37,768 | $2.64M | 0.01% | +986+2.7% | Added |
| OP Asset Management Ltd | 37,965 | $2.65M | 0.03% | −2,229−5.5% | Reduced |
| Vestcor Inc | 38,199 | $2.67M | 0.08% | +24,200+172.9% | Added |
| Nissay Asset Management Corp | 38,685 | $2.71M | 0.01% | +680+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,980 | $2.74M | 0.00% | +5,310+15.8% | Added |
| Eurizon Capital SGR S.p.A. | 39,213 | $2.74M | 0.01% | +39,213 | New |
| Colony Group, LLC | 39,143 | $2.74M | 0.00% | −4,227−9.7% | Reduced |
| Pacer Advisors, Inc. | 39,362 | $2.75M | 0.01% | +11,204+39.8% | Added |
| Rakuten Investment Management, Inc. | 39,822 | $2.79M | 0.01% | −11,178−21.9% | Reduced |
| Mariner, LLC | 40,740 | $2.85M | 0.00% | −18,719−31.5% | Reduced |
| Brinker Capital Investments, LLC | 40,901 | $2.86M | 0.02% | −5,091−11.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,635 | $2.91M | 0.10% | +5,178+14.2% | Added |
| New York Life Investment Management LLC | 41,640 | $2.91M | 0.03% | +1,065+2.6% | Added |
| Glenmede Trust Co NA | 41,832 | $2.93M | 0.01% | +41,832 | New |
| Brookfield Asset Management Inc. | 42,560 | $2.98M | 0.00% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 42,900 | $3.00M | 0.02% | +7,426+20.9% | Added |
| JustInvest LLC | 44,522 | $3.11M | 0.03% | +1,707+4.0% | Added |
| Pathstone Holdings, LLC | 44,597 | $3.12M | 0.01% | +2,107+5.0% | Added |
| Martingale Asset Management L P | 44,773 | $3.13M | 0.08% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 45,557 | $3.19M | 0.03% | −2,173−4.6% | Reduced |
| Illinois Municipal Retirement Fund | 47,243 | $3.30M | 0.04% | +4,515+10.6% | Added |
| Agf Management Ltd | 48,081 | $3.36M | 0.01% | −5,412−10.1% | Reduced |
| Yousif Capital Management, LLC | 47,673 | $3.40M | 0.04% | −1,473−3.0% | Reduced |
| Utah Retirement Systems | 49,262 | $3.44M | 0.03% | +329+0.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,502 | $3.46M | 0.03% | +114+0.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 49,712 | $3.48M | 0.05% | −51,933−51.1% | Reduced |
| CIBC World Markets Corp | 49,764 | $3.48M | 0.02% | +49,764 | New |
| Xponance, Inc. | 49,892 | $3.49M | 0.03% | +3,301+7.1% | Added |
| Wellington Management Group LLP | 50,764 | $3.55M | 0.00% | −15,180−23.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 50,769 | $3.55M | 0.18% | +18,881+59.2% | Added |
| Forsta Ap-Fonden | 50,800 | $3.55M | 0.02% | −23,900−32.0% | Reduced |
| Boothbay Fund Management, LLC | 51,483 | $3.60M | 0.09% | +10,382+25.3% | Added |
| Private Advisor Group, LLC | 51,764 | $3.62M | 0.02% | +9,907+23.7% | Added |
| Woodline Partners LP | 51,831 | $3.62M | 0.01% | +12,270+31.0% | Added |
| Advisor Group Holdings, Inc. | 52,174 | $3.65M | 0.01% | +10,237+24.4% | Added |
| Oak Thistle LLC | 52,685 | $3.68M | 0.51% | +43,994+506.2% | Added |
| British Columbia Investment Management Corp | 52,994 | $3.71M | 0.02% | +10,003+23.3% | Added |
| Trexquant Investment LP | 54,806 | $3.83M | 0.03% | −4,823−8.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,758 | $3.90M | 0.01% | +10,390+22.9% | Added |
| Osmosis Investment Management UK Ltd | 55,822 | $3.90M | 0.10% | +55,822 | New |
| Amalgamated Bank | 56,304 | $3.94M | 0.03% | −1,232−2.1% | Reduced |
| Captrust Financial Advisors | 56,504 | $3.95M | 0.01% | +6,720+13.5% | Added |
| Commonwealth Equity Services, LLC | 56,722 | $3.97M | 0.01% | −36,601−39.2% | Reduced |
| ProShare Advisors LLC | 57,904 | $4.05M | 0.01% | +5,099+9.7% | Added |
| CI Private Wealth, LLC | 58,116 | $4.07M | 0.01% | +3,881+7.2% | Added |
| Intech Investment Management LLC | 58,233 | $4.07M | 0.04% | +27,829+91.5% | Added |
| Canada Post Corp Registered Pension Plan | 60,069 | $4.20M | 0.16% | −3,815−6.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 60,573 | $4.24M | 0.11% | −3,918−6.1% | Reduced |
| Benjamin Edwards Inc | 61,268 | $4.28M | 0.05% | −593−1.0% | Reduced |
| Logan Capital Management Inc | 63,161 | $4.42M | 0.19% | −2,254−3.4% | Reduced |
| Guggenheim Capital LLC | 63,187 | $4.42M | 0.03% | +639+1.0% | Added |
| Retirement Systems of Alabama | 64,740 | $4.53M | 0.01% | +887+1.4% | Added |
| Hilltop Holdings Inc. | 64,945 | $4.54M | 0.27% | −1,699−2.5% | Reduced |
| Bridgewater Associates, LP | 66,089 | $4.62M | 0.02% | +15,538+30.7% | Added |
| IFM Investors Pty Ltd | 67,294 | $4.71M | 0.04% | +1,021+1.5% | Added |