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