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 |
| Mizuho Securities USA LLC | 22,159 | $1.67M | 0.03% | +357+1.6% | Added |
| First Manhattan Co | 23,624 | $1.65M | 0.00% | −690−2.8% | Reduced |
| Capital Innovations LLC | 23,622 | $1.65M | 0.47% | +23,622 | New |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.64M | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 23,145 | $1.62M | 0.00% | −25,720−52.6% | Reduced |
| Covalis Capital LLP | 22,669 | $1.59M | 0.12% | +22,669 | New |
| Cambridge Investment Research Advisors, Inc. | 22,610 | $1.58M | 0.00% | −1,343−5.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,127 | $1.55M | 0.01% | −609−2.7% | Reduced |
| Ascent Group, LLC | 22,091 | $1.54M | 0.05% | −2,503−10.2% | Reduced |
| Spirit of America Management Corp | 21,700 | $1.52M | 0.32% | +2,150+11.0% | Added |
| Atria Investments LLC | 21,689 | $1.52M | 0.02% | +3,005+16.1% | Added |
| Crossmark Global Holdings, Inc. | 20,608 | $1.44M | 0.02% | −995−4.6% | Reduced |
| Investment Management Corp of Ontario | 20,264 | $1.42M | 0.02% | +6,254+44.6% | Added |
| Allstate Corp | 20,040 | $1.40M | 0.02% | +9,210+85.0% | Added |
| Blue Water Asset Management | 20,039 | $1.40M | 0.50% | +20,039 | New |
| Opus Investment Management Inc | 20,000 | $1.40M | 0.85% | 00.0% | Unchanged |
| Norinchukin Bank, The | 19,923 | $1.39M | 0.02% | +1,665+9.1% | Added |
| Cim, LLC | 19,561 | $1.37M | 0.18% | +523+2.7% | Added |
| Employees Retirement System of Texas | 19,497 | $1.36M | 0.01% | −44,202−69.4% | Reduced |
| Wedbush Securities Inc | 19,185 | $1.34M | 0.04% | +4,977+35.0% | Added |
| Northwestern Mutual Wealth Management Co | 18,938 | $1.32M | 0.00% | −3,125−14.2% | Reduced |
| Kentucky Retirement Systems | 18,676 | $1.31M | 0.04% | 00.0% | Unchanged |
| Havemeyer Place LP | 18,612 | $1.30M | 0.26% | +18,612 | New |
| Lido Advisors, LLC | 17,949 | $1.29M | 0.01% | −147−0.8% | Reduced |
| Sterling Capital Management LLC | 17,943 | $1.25M | 0.02% | −1,970−9.9% | Reduced |
| Hartford Investment Management Co | 17,581 | $1.23M | 0.04% | +102+0.6% | Added |
| Acadian Asset Management LLC | 17,598 | $1.23M | 0.00% | +16,047+1,034.6% | Added |
| Huntington National Bank | 17,287 | $1.21M | 0.01% | +571+3.4% | Added |
| Bleakley Financial Group, LLC | 17,051 | $1.19M | 0.02% | +433+2.6% | Added |
| Nordea Investment Management AB | 16,715 | $1.17M | 0.00% | +35+0.2% | Added |
| Allianz Asset Management GmbH | 16,721 | $1.17M | 0.00% | −2,784−14.3% | Reduced |
| Alps Advisors Inc | 16,407 | $1.15M | 0.01% | +4,207+34.5% | Added |
| CWM, LLC | 16,217 | $1.13M | 0.00% | +2,370+17.1% | Added |
| Summit Trail Advisors, LLC | 16,116 | $1.13M | 0.02% | −2,718−14.4% | Reduced |
| Pinebridge Investments LLC | 16,071 | $1.12M | 0.01% | +16,071 | New |
| Magnetar Financial LLC | 15,612 | $1.09M | 0.01% | +15,612 | New |
| Louisiana State Employees Retirement System | 15,500 | $1.08M | 0.02% | −200−1.3% | Reduced |
| Maryland State Retirement & Pension System | 15,369 | $1.07M | 0.02% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 15,346 | $1.07M | 0.36% | −176−1.1% | Reduced |
| Profund Advisors LLC | 15,105 | $1.06M | 0.03% | −543−3.5% | Reduced |
| Bryn Mawr Trust Co | 15,079 | $1.05M | 0.02% | +10,217+210.1% | Added |
| Royal London Asset Management Ltd | 14,846 | $1.04M | 0.00% | +684+4.8% | Added |
| Croban | 14,832 | $1.04M | 0.50% | +201+1.4% | Added |
| Holocene Advisors, LP | 14,656 | $1.02M | 0.00% | −91,886−86.2% | Reduced |
| Mirador Capital Partners LP | 14,486 | $1.01M | 0.14% | +48+0.3% | Added |
| Gulf International Bank (UK) Ltd | 14,441 | $1.01M | 0.03% | −37−0.3% | Reduced |
| GAMMA Investing LLC | 14,346 | $1.00M | 0.05% | −832−5.5% | Reduced |
| Vise Technologies, Inc. | 14,243 | $996.0K | 0.02% | +5,908+70.9% | Added |
| National Pension Service | 14,137 | $988.6K | 0.00% | −394,883−96.5% | Reduced |
| Fiduciary Trust Co | 14,032 | $981.2K | 0.01% | −346−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 13,941 | $974.9K | 0.01% | +1,960+16.4% | Added |
| RIA Advisory Group LLC | 13,922 | $973.6K | 0.24% | +13,922 | New |
| New Mexico Educational Retirement Board | 13,810 | $966.0K | 0.03% | +300+2.2% | Added |
| Panagora Asset Management Inc | 13,486 | $943.1K | 0.00% | −75,000−84.8% | Reduced |
| Delta Global Management LP | 13,377 | $935.5K | 0.07% | +13,377 | New |
| Vident Advisory, LLC | 13,120 | $917.5K | 0.01% | −1,073−7.6% | Reduced |
| CAPROCK Group, Inc. | 13,068 | $913.8K | 0.02% | +508+4.0% | Added |
| Capital International Investors | 12,951 | $905.7K | 0.00% | +519+4.2% | Added |
| Smartleaf Asset Management LLC | 12,825 | $903.2K | 0.03% | +1,094+9.3% | Added |
| Chesley Taft & Associates LLC | 12,831 | $897.3K | 0.04% | +1,175+10.1% | Added |
| MUFG Securities EMEA plc | 12,476 | $872.4K | 0.01% | +6,747+117.8% | Added |
| Summit Financial, LLC | 12,392 | $866.6K | 0.01% | −469−3.6% | Reduced |
| Exchange Traded Concepts, LLC | 12,377 | $865.5K | 0.01% | −303−2.4% | Reduced |
| Braeburn Wealth Management LLC | 12,263 | $857.5K | 0.44% | +12,263 | New |
| Icon Advisers Inc | 12,200 | $853.1K | 0.18% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,197 | $852.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12,153 | $849.9K | 0.00% | −321−2.6% | Reduced |
| Thrivent Financial for Lutherans | 12,095 | $846.0K | 0.00% | +11+0.1% | Added |
| Jane Street Group, LLC | 12,090 | $845.5K | 0.00% | −280,547−95.9% | Reduced |
| MML Investors Services, LLC | 12,069 | $844.0K | 0.00% | +3,390+39.1% | Added |
| Meeder Advisory Services, Inc. | 11,906 | $832.6K | 0.04% | −2,386−16.7% | Reduced |
| Inceptionr LLC | 11,760 | $822.4K | 0.23% | +11,760 | New |
| Elevated Capital Advisors, LLC | 11,759 | $822.3K | 0.19% | +435+3.8% | Added |
| Horizon Investments, LLC | 11,570 | $809.1K | 0.01% | +157+1.4% | Added |
| Altfest L J & Co Inc | 11,363 | $794.6K | 0.09% | +45+0.4% | Added |
| Tobam | 11,248 | $787.0K | 0.19% | +10,252+1,029.3% | Added |
| Kesler, Norman & Wride, LLC | 11,241 | $786.1K | 0.13% | −1,166−9.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 11,111 | $782.4K | 0.07% | −402−3.5% | Reduced |
| Greenleaf Trust | 11,056 | $773.1K | 0.01% | +426+4.0% | Added |
| Integrated Investment Consultants, LLC | 10,861 | $759.5K | 0.15% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 10,829 | $757.3K | 0.08% | +10,829 | New |
| Twinbeech Capital LP | 10,803 | $755.5K | 0.05% | −40,514−78.9% | Reduced |
| Landscape Capital Management, L.L.C. | 10,798 | $755.1K | 0.05% | −1,328−11.0% | Reduced |
| Danske Bank A/S | 10,600 | $741.3K | 0.00% | −1,700−13.8% | Reduced |
| Skopos Labs, Inc. | 10,527 | $738.3K | 0.03% | +7,509+248.8% | Added |
| BLB&B Advisors, LLC | 10,404 | $727.6K | 0.03% | −890−7.9% | Reduced |
| Sumitomo Life Insurance Co | 10,374 | $725.5K | 0.02% | +114+1.1% | Added |
| SBI Okasan Asset Management Co.Ltd. | 10,300 | $722.3K | 0.04% | +10,300 | New |
| Abc Arbitrage SA | 10,213 | $714.2K | 0.07% | −33,239−76.5% | Reduced |
| North Dakota State Investment Board | 10,200 | $713.3K | 0.03% | +10,200 | New |
| Empirical Finance, LLC | 10,062 | $703.6K | 0.03% | −427−4.1% | Reduced |
| Canton Hathaway, LLC | 10,000 | $699.3K | 0.13% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,900 | $692.3K | 0.00% | −29,293−74.7% | Reduced |
| Centennial Wealth Advisory LLC | 9,736 | $680.8K | 0.18% | +310+3.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,724 | $680.0K | 0.01% | +185+1.9% | Added |
| Capital International Inc | 9,570 | $669.2K | 0.01% | −503−5.0% | Reduced |
| Kestra Advisory Services, LLC | 9,522 | $665.9K | 0.00% | +1,811+23.5% | Added |
| Tokio Marine Asset Management Co Ltd | 9,520 | $665.7K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,515 | $665.4K | 0.02% | −7,718−44.8% | Reduced |