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 |
|---|---|---|---|---|---|
| SilverOak Wealth Management LLC | 68,825 | $4.81M | 0.75% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 72,946 | $5.10M | 0.15% | +72,946 | New |
| Stifel Financial Corp | 73,434 | $5.14M | 0.00% | −3,014−3.9% | Reduced |
| State of New Jersey Common Pension Fund D | 75,497 | $5.28M | 0.02% | −3,521−4.5% | Reduced |
| Voya Investment Management LLC | 76,886 | $5.38M | 0.01% | +8,297+12.1% | Added |
| Summit Global Investments | 76,986 | $5.38M | 0.32% | −34,544−31.0% | Reduced |
| Creative Planning | 79,512 | $5.56M | 0.00% | +19,181+31.8% | Added |
| State of Michigan Retirement System | 79,699 | $5.57M | 0.03% | −1,300−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 80,089 | $5.60M | 0.03% | +2,338+3.0% | Added |
| Czech National Bank | 80,244 | $5.61M | 0.04% | +4,219+5.5% | Added |
| Swiss Life Asset Management Ltd | 80,309 | $5.62M | 0.03% | +5,757+7.7% | Added |
| The PNC Financial Services Group, Inc. | 80,426 | $5.62M | 0.00% | −2,935−3.5% | Reduced |
| Intact Investment Management Inc. | 81,700 | $5.71M | 0.16% | 00.0% | Unchanged |
| Arizona State Retirement System | 82,095 | $5.74M | 0.03% | −6,113−6.9% | Reduced |
| New England Asset Management Inc | 83,465 | $5.84M | 0.76% | 00.0% | Unchanged |
| Cetera Investment Advisers | 84,308 | $5.90M | 0.01% | +20,052+31.2% | Added |
| First American Bank | 84,614 | $5.92M | 0.36% | +1,370+1.6% | Added |
| ASR Vermogensbeheer N.V. | 86,973 | $6.08M | 0.07% | −895−1.0% | Reduced |
| NewSquare Capital LLC | 88,468 | $6.19M | 0.55% | −35,595−28.7% | Reduced |
| SEI Investments Co | 89,132 | $6.23M | 0.01% | +11,513+14.8% | Added |
| Daiwa Securities Group Inc. | 90,574 | $6.33M | 0.02% | −958−1.0% | Reduced |
| Susquehanna International Group, LLP | 93,323 | $6.53M | 0.01% | +57,074+157.4% | Added |
| Voloridge Investment Management, LLC | 93,478 | $6.54M | 0.02% | +6,970+8.1% | Added |
| State of Tennessee, Treasury Department | 96,466 | $6.90M | 0.02% | −15,448−13.8% | Reduced |
| Marshall Wace, LLP | 99,340 | $6.95M | 0.01% | +55,887+128.6% | Added |
| D. E. Shaw & Co., Inc. | 99,906 | $6.99M | 0.01% | −93,885−48.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 104,530 | $7.31M | 0.01% | +15,480+17.4% | Added |
| Man Group plc | 104,613 | $7.32M | 0.01% | +46,690+80.6% | Added |
| Assetmark, Inc | 106,141 | $7.42M | 0.02% | −2,677−2.5% | Reduced |
| American Century Companies Inc | 108,282 | $7.57M | 0.00% | −9,595−8.1% | Reduced |
| HighTower Advisors, LLC | 108,629 | $7.60M | 0.01% | +4,863+4.7% | Added |
| Susquehanna Fundamental Investments, LLC | 110,406 | $7.72M | 0.26% | −33,378−23.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 111,834 | $7.82M | 0.17% | +35,180+45.9% | Added |
| Renaissance Technologies LLC | 113,500 | $7.94M | 0.01% | −365,300−76.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 113,530 | $7.94M | 0.05% | +1,661+1.5% | Added |
| Howe & Rusling Inc | 114,058 | $7.98M | 0.53% | +315+0.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 114,254 | $8.00M | 0.07% | +35,294+44.7% | Added |
| Two Sigma Investments, LP | 115,819 | $8.10M | 0.01% | −264,034−69.5% | Reduced |
| Contravisory Investment Management, Inc. | 116,253 | $8.13M | 1.61% | −10,039−7.9% | Reduced |
| Comerica Bank | 116,265 | $8.13M | 0.03% | −6,606−5.4% | Reduced |
| Brasada Capital Management, LP | 115,880 | $8.16M | 1.40% | −13,921−10.7% | Reduced |
| Graham Capital Management, L.P. | 118,748 | $8.30M | 0.29% | −11,528−8.8% | Reduced |
| Credit Agricole S A | 119,350 | $8.35M | 0.02% | +14,060+13.4% | Added |
| Nomura Asset Management Co Ltd | 120,697 | $8.44M | 0.02% | −281−0.2% | Reduced |
| Mattern Capital Management, LLC | 120,708 | $8.44M | 1.00% | +2,126+1.8% | Added |
| Resona Asset Management Co.,Ltd. | 120,702 | $8.44M | 0.04% | +158+0.1% | Added |
| Van Eck Associates Corp | 121,102 | $8.47M | 0.01% | +8,999+8.0% | Added |
| CIBC Private Wealth Group, LLC | 121,202 | $8.48M | 0.01% | +114,954+1,839.9% | Added |
| New York State Common Retirement Fund | 123,543 | $8.64M | 0.01% | −2,664−2.1% | Reduced |
| Treasurer of the State of North Carolina | 126,801 | $8.87M | 0.03% | −6,948−5.2% | Reduced |
| First American Trust, FSB | 127,706 | $8.93M | 0.61% | +260+0.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 129,245 | $9.04M | 0.51% | −3,729−2.8% | Reduced |
| MetLife Investment Management | 130,128 | $9.10M | 0.04% | −1,092−0.8% | Reduced |
| Korea Investment CORP | 142,351 | $9.95M | 0.02% | −1,900−1.3% | Reduced |
| Toroso Investments, LLC | 142,789 | $9.99M | 0.04% | +925+0.7% | Added |
| Hennessy Advisors Inc | 145,698 | $10.2M | 0.36% | 00.0% | Unchanged |
| Bokf, NA | 146,414 | $10.2M | 0.16% | −6,617−4.3% | Reduced |
| Greenland Capital Management LP | 148,680 | $10.4M | 1.50% | −28,553−16.1% | Reduced |
| Edgestream Partners, L.P. | 151,799 | $10.6M | 0.30% | −3,431−2.2% | Reduced |
| Nicholas Company, Inc. | 152,040 | $10.6M | 0.19% | −9,810−6.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 154,289 | $10.8M | 0.03% | +1,524+1.0% | Added |
| Bruce & Co., Inc. | 156,000 | $10.9M | 3.38% | 00.0% | Unchanged |
| Sourcerock Group LLC | 156,508 | $10.9M | 0.63% | −268−0.2% | Reduced |
| Nomura Holdings Inc | 156,641 | $11.0M | 0.03% | +14,209+10.0% | Added |
| Trillium Asset Management, LLC | 151,220 | $11.0M | 0.34% | −23,096−13.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 157,946 | $11.0M | 0.02% | +61,396+63.6% | Added |
| DnB Asset Management AS | 161,695 | $11.3M | 0.04% | +67,355+71.4% | Added |
| Omers Administration Corp | 162,989 | $11.4M | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 164,574 | $11.5M | 0.04% | +2,223+1.4% | Added |
| Public Sector Pension Investment Board | 170,394 | $11.9M | 0.04% | +105,818+163.9% | Added |
| State of Wisconsin Investment Board | 170,487 | $11.9M | 0.03% | −15,871−8.5% | Reduced |
| Artemis Investment Management LLP | 172,501 | $12.1M | 0.15% | −76,069−30.6% | Reduced |
| Wealthfront Advisers LLC | 173,398 | $12.1M | 0.03% | +5,187+3.1% | Added |
| Asset Management One Co.,Ltd. | 176,749 | $12.4M | 0.03% | −13,516−7.1% | Reduced |
| Epoch Investment Partners, Inc. | 181,580 | $12.7M | 0.07% | −7,230−3.8% | Reduced |
| Tredje AP-fonden | 183,462 | $12.8M | 0.10% | −118,428−39.2% | Reduced |
| National Bank of Canada | 183,532 | $12.8M | 0.01% | +59,625+48.1% | Added |
| Great West Life Assurance Co | 185,184 | $13.0M | 0.02% | +5,398+3.0% | Added |
| Natixis Advisors, L.P. | 185,875 | $13.0M | 0.02% | +21,852+13.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 187,458 | $13.1M | 0.03% | −4,168−2.2% | Reduced |
| Gabelli Funds LLC | 189,617 | $13.3M | 0.09% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 196,580 | $13.7M | 0.01% | +6,000+3.1% | Added |
| Public Employees Retirement System of Ohio | 198,290 | $13.9M | 0.04% | −133−0.1% | Reduced |
| Keybank National Association | 201,168 | $14.1M | 0.05% | −4,547−2.2% | Reduced |
| Worldquant Millennium Advisors LLC | 201,351 | $14.1M | 0.05% | +64,700+47.3% | Added |
| Macquarie Group Ltd | 204,899 | $14.3M | 0.06% | −1,658,035−89.0% | Reduced |
| New York State Teachers Retirement System | 209,397 | $14.6M | 0.03% | −3,321−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 216,314 | $15.1M | 0.01% | −43,296−16.7% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 216,772 | $15.2M | 0.19% | −3,673−1.7% | Reduced |
| Hudson Bay Capital Management LP | 225,896 | $15.8M | 0.09% | +225,896 | New |
| Aventail Capital Group, LP | 228,835 | $16.0M | 0.92% | +128,809+128.8% | Added |
| Covea Finance | 231,950 | $16.2M | 0.53% | −5,400−2.3% | Reduced |
| APG Asset Management N.V. | 286,208 | $17.0M | 0.05% | −164,858−36.5% | Reduced |
| AE Wealth Management LLC | 252,774 | $17.7M | 0.10% | +8,609+3.5% | Added |
| Magellan Asset Management Ltd | 252,895 | $17.7M | 0.21% | +13,393+5.6% | Added |
| State Board of Administration of Florida Retirement System | 256,447 | $17.9M | 0.03% | −30,555−10.6% | Reduced |
| Quantinno Capital Management LP | 265,882 | $18.6M | 0.04% | +29,846+12.6% | Added |
| Verbena Value LP | 286,200 | $20.0M | 3.45% | +286,200 | New |
| Avalon Trust Co | 292,171 | $20.4M | 1.32% | +825+0.3% | Added |
| Ensign Peak Advisors, Inc | 304,257 | $21.3M | 0.04% | −70,247−18.8% | Reduced |