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