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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 306,455 | $21.4M | 0.02% | −24,966−7.5% | Reduced |
| CIBC Asset Management Inc | 309,860 | $21.7M | 0.05% | +30,911+11.1% | Added |
| Schroder Investment Management Group | 323,396 | $22.8M | 0.02% | −3,108−1.0% | Reduced |
| SG Americas Securities, LLC | 335,877 | $23.5M | 0.03% | +310,868+1,243.0% | Added |
| Verition Fund Management LLC | 338,227 | $23.7M | 0.13% | +62,553+22.7% | Added |
| Allspring Global Investments Holdings, LLC | 336,978 | $23.7M | 0.04% | −10,343−3.0% | Reduced |
| Raymond James Financial Inc | 340,856 | $23.8M | 0.01% | +3,225+1.0% | Added |
| Cidel Asset Management Inc | 341,790 | $23.9M | 1.69% | −4,939−1.4% | Reduced |
| Alliancebernstein L.P. | 348,248 | $24.4M | 0.01% | +3,599+1.0% | Added |
| California State Teachers Retirement System | 356,500 | $24.9M | 0.02% | −5,146−1.4% | Reduced |
| Toronto Dominion Bank | 356,651 | $24.9M | 0.04% | +214,950+151.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 362,665 | $25.4M | 0.22% | −80,389−18.1% | Reduced |
| US Bancorp | 365,442 | $25.6M | 0.03% | +143,881+64.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 393,939 | $27.6M | 0.04% | −38,243−8.8% | Reduced |
| 1832 Asset Management L.P. | 405,312 | $28.3M | 0.04% | −15,000−3.6% | Reduced |
| Envestnet Asset Management Inc | 408,087 | $28.5M | 0.01% | −7,559−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 411,937 | $28.8M | 0.11% | 00.0% | Unchanged |
| M&T Bank Corp | 412,106 | $28.8M | 0.09% | −4,948−1.2% | Reduced |
| RWC Asset Management LLP | 439,807 | $30.8M | 1.51% | −10,616−2.4% | Reduced |
| LPL Financial LLC | 440,626 | $30.8M | 0.01% | +5,098+1.2% | Added |
| STRS Ohio | 441,250 | $30.9M | 0.12% | −10,863−2.4% | Reduced |
| Principal Financial Group Inc | 463,633 | $32.4M | 0.02% | +31,379+7.3% | Added |
| Truist Financial Corp | 482,772 | $33.8M | 0.05% | −238,047−33.0% | Reduced |
| Partners Group Holding AG | 498,234 | $34.8M | 2.35% | −36,410−6.8% | Reduced |
| Fisher Funds Management LTD | 508,558 | $35.6M | 0.92% | −34,554−6.4% | Reduced |
| Janus Henderson Group PLC | 522,492 | $36.5M | 0.02% | −6,927−1.3% | Reduced |
| Citigroup Inc | 531,113 | $37.1M | 0.03% | −344,889−39.4% | Reduced |
| Rockefeller Capital Management L.P. | 556,029 | $38.9M | 0.07% | −199,686−26.4% | Reduced |
| Assenagon Asset Management S.A. | 562,715 | $39.4M | 0.06% | −31,107−5.2% | Reduced |
| Bank of Montreal | 564,765 | $39.5M | 0.02% | −115,607−17.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 568,905 | $39.8M | 0.20% | +7,434+1.3% | Added |
| BNP Paribas Arbitrage, SA | 570,443 | $39.9M | 0.03% | +228,224+66.7% | Added |
| Miller Howard Investments Inc | 577,414 | $40.4M | 1.22% | +4,173+0.7% | Added |
| Bank of Nova Scotia | 613,021 | $42.9M | 0.06% | +481,004+364.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 633,917 | $44.6M | 0.03% | +33,340+5.6% | Added |
| Barclays PLC | 638,907 | $44.7M | 0.02% | −1,555,573−70.9% | Reduced |
| Rhumbline Advisers | 672,207 | $47.0M | 0.04% | −32,006−4.5% | Reduced |
| AQR Capital Management LLC | 672,661 | $47.0M | 0.02% | −3,085−0.5% | Reduced |
| Energy Income Partners, LLC | 721,101 | $50.4M | 0.91% | +61,337+9.3% | Added |
| HSBC Holdings PLC | 729,009 | $51.0M | 0.03% | +218,168+42.7% | Added |
| Prudential Financial Inc | 732,170 | $51.2M | 0.06% | −92,414−11.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 738,338 | $51.6M | 0.03% | −24,797−3.2% | Reduced |
| Zimmer Partners, LP | 742,500 | $51.9M | 1.37% | +48,100+6.9% | Added |
| California Public Employees Retirement System | 762,162 | $53.3M | 0.03% | −130,169−14.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 795,529 | $55.6M | 0.54% | +164,930+26.2% | Added |
| Swiss National Bank | 820,300 | $57.4M | 0.03% | −41,900−4.9% | Reduced |
| TD Asset Management Inc | 860,663 | $60.2M | 0.05% | +10,550+1.2% | Added |
| Aviva PLC | 863,085 | $60.4M | 0.10% | +47,730+5.9% | Added |
| Standard Life Aberdeen plc | 877,487 | $61.4M | 0.10% | +111,075+14.5% | Added |
| Millennium Management LLC | 899,709 | $62.9M | 0.05% | +549,032+156.6% | Added |
| UniSuper Management Pty Ltd | 901,204 | $63.0M | 0.38% | −2,443−0.3% | Reduced |
| Bahl & Gaynor Inc | 904,315 | $63.2M | 0.32% | +184,258+25.6% | Added |
| Freestone Grove Partners LP | 926,977 | $64.8M | 0.47% | +926,977 | New |
| ExodusPoint Capital Management, LP | 955,297 | $66.8M | 0.74% | +176,032+22.6% | Added |
| FMR LLC | 976,670 | $68.3M | 0.00% | +139,821+16.7% | Added |
| First Trust Advisors LP | 1,080,881 | $75.6M | 0.05% | −23,388−2.1% | Reduced |
| Nuveen, LLC | 1,093,334 | $76.5M | 0.02% | −360,391−24.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,106,375 | $77.4M | 1.04% | +330,148+42.5% | Added |
| Soroban Capital Partners LP | 1,058,781 | $77.6M | 0.57% | −527,963−33.3% | Reduced |
| Royal Bank of Canada | 1,117,152 | $78.1M | 0.01% | +126,566+12.8% | Added |
| UBS Group AG | 1,162,288 | $81.3M | 0.02% | −639,846−35.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $88.0M | 0.16% | 00.0% | Unchanged |
| ING Groep NV | 1,263,429 | $88.4M | 0.53% | +624,232+97.7% | Added |
| iA Global Asset Management Inc. | 1,323,167 | $92.5M | 1.18% | +30,000+2.3% | Added |
| Duff & Phelps Investment Management Co | 1,453,667 | $101.7M | 1.15% | 00.0% | Unchanged |
| Parnassus Investments | 1,472,659 | $103.0M | 0.27% | +1,472,659 | New |
| Cbre Clarion Securities LLC | 1,480,908 | $103.6M | 1.52% | +508,757+52.3% | Added |
| Qube Research & Technologies Ltd | 1,504,939 | $105.2M | 0.15% | −319,531−17.5% | Reduced |
| Dimensional Fund Advisors LP | 1,530,640 | $107.0M | 0.02% | +40,528+2.7% | Added |
| Jennison Associates LLC | 1,620,141 | $113.3M | 0.07% | −31,989−1.9% | Reduced |
| Amundi | 1,642,814 | $114.9M | 0.03% | −279,025−14.5% | Reduced |
| Citadel Advisors LLC | 1,754,905 | $122.7M | 0.08% | −1,263,678−41.9% | Reduced |
| Franklin Resources Inc | 1,875,718 | $131.2M | 0.03% | +276,680+17.3% | Added |
| Charles Schwab Investment Management Inc | 1,988,291 | $139.0M | 0.02% | +50,190+2.6% | Added |
| Reaves W H & Co Inc | 2,087,283 | $146.0M | 2.55% | −61,735−2.9% | Reduced |
| Nomura Asset Management International Inc. | 2,150,060 | $150.4M | 0.23% | +2,150,060 | New |
| Legal & General Group Plc | 2,653,464 | $185.6M | 0.04% | −182,168−6.4% | Reduced |
| Bank of New York Mellon Corp | 2,666,312 | $186.5M | 0.03% | −32,422−1.2% | Reduced |
| Northern Trust Corp | 2,816,169 | $196.9M | 0.03% | +2,996+0.1% | Added |
| FIL Ltd | 3,012,486 | $210.7M | 0.16% | +49,134+1.7% | Added |
| UBS Asset Management Americas Inc | 3,138,379 | $219.5M | 0.05% | −270,493−7.9% | Reduced |
| Lord, Abbett & Co. LLC | 3,336,728 | $233.3M | 0.72% | −64,949−1.9% | Reduced |
| Bank of America Corp | 3,401,891 | $237.9M | 0.02% | +59,677+1.8% | Added |
| Pictet Asset Management Holding SA | 3,571,251 | $249.7M | 0.24% | +1,481,779+70.9% | Added |
| Price T Rowe Associates Inc | 3,583,397 | $250.6M | 0.03% | −2,513,205−41.2% | Reduced |
| Goldman Sachs Group Inc | 4,093,062 | $286.2M | 0.04% | −188,770−4.4% | Reduced |
| Norges Bank | 4,519,622 | $316.1M | 0.03% | +4,519,622 | New |
| GQG Partners LLC | 4,519,921 | $316.1M | 0.52% | −901,738−16.6% | Reduced |
| Morgan Stanley | 4,612,982 | $322.6M | 0.02% | −791,833−14.7% | Reduced |
| Ameriprise Financial Inc | 4,898,465 | $342.4M | 0.08% | −2,1670.0% | Reduced |
| Wells Fargo & Company | 5,624,209 | $393.3M | 0.08% | −56,178−1.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,952,040 | $486.2M | 0.43% | +1,866,243+36.7% | Added |
| Deutsche Bank AG | 7,249,139 | $506.9M | 0.17% | +1,662,579+29.8% | Added |
| Victory Capital Management Inc | 7,386,713 | $516.6M | 0.29% | −91,108−1.2% | Reduced |
| Invesco Ltd. | 7,482,026 | $523.2M | 0.05% | +43,578+0.6% | Added |
| Massachusetts Financial Services Co | 8,272,363 | $578.5M | 0.19% | −570,242−6.4% | Reduced |
| Geode Capital Management, LLC | 8,323,146 | $579.9M | 0.04% | +183,589+2.3% | Added |
| JPMorgan Chase & Co | 16,700,295 | $1.17B | 0.08% | −2,223,810−11.8% | Reduced |
| State Street Corp | 17,775,337 | $1.24B | 0.04% | −13,418−0.1% | Reduced |
| BlackRock, Inc. | 32,611,726 | $2.28B | 0.04% | +1,570,885+5.1% | Added |