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, Q1 2026
Institutional positions in CMS Energy Corp as of Mar 31, 2026. 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
- 802
- +13 vs. Q4 2025
- Shares held
- 297.6M
- +49.5M (+20.0%) vs. Q4 2025
- Total value
- $23.1B
- +$5.75B (+33.2%) vs. Q4 2025
- New holders
- 105
- 312 more added
- Sold out
- 92
- 247 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,563,574 | $2.60B | 0.05% | +951,848+2.9% | Added |
| Vanguard Capital Management LLC | 19,877,297 | $1.54B | 0.04% | +19,877,297 | New |
| Vanguard Portfolio Management LLC | 18,793,345 | $1.46B | 0.08% | +18,793,345 | New |
| State Street Corp | 18,099,033 | $1.40B | 0.05% | +323,696+1.8% | Added |
| JPMorgan Chase & Co | 15,839,684 | $1.22B | 0.08% | −860,611−5.2% | Reduced |
| Geode Capital Management, LLC | 8,528,153 | $659.2M | 0.04% | +205,007+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,135,227 | $631.1M | 0.58% | +1,183,187+17.0% | Added |
| Massachusetts Financial Services Co | 7,630,373 | $614.3M | 0.21% | −641,990−7.8% | Reduced |
| Deutsche Bank AG | 7,745,314 | $600.9M | 0.20% | +496,175+6.8% | Added |
| Invesco Ltd. | 7,645,197 | $593.1M | 0.06% | +163,171+2.2% | Added |
| Victory Capital Management Inc | 6,839,262 | $530.6M | 0.34% | −547,451−7.4% | Reduced |
| Wellington Management Group LLP | 6,655,944 | $516.4M | 0.10% | +6,605,180+13,011.5% | Added |
| Wells Fargo & Company | 5,422,074 | $420.6M | 0.08% | −202,135−3.6% | Reduced |
| Ameriprise Financial Inc | 4,930,577 | $382.7M | 0.09% | +32,112+0.7% | Added |
| Goldman Sachs Group Inc | 4,778,533 | $370.7M | 0.05% | +685,471+16.7% | Added |
| Morgan Stanley | 4,713,999 | $365.7M | 0.02% | +101,017+2.2% | Added |
| GQG Partners LLC | 4,412,573 | $342.3M | 0.54% | −107,348−2.4% | Reduced |
| Pictet Asset Management Holding SA | 4,166,815 | $323.3M | 0.34% | +595,564+16.7% | Added |
| Bank of America Corp | 3,668,532 | $284.6M | 0.02% | +266,641+7.8% | Added |
| Lord, Abbett & Co. LLC | 3,308,716 | $256.7M | 0.84% | −28,012−0.8% | Reduced |
| UBS Asset Management Americas Inc | 3,108,854 | $241.2M | 0.05% | −29,525−0.9% | Reduced |
| FIL Ltd | 3,036,193 | $235.5M | 0.18% | +23,707+0.8% | Added |
| Barclays PLC | 2,995,363 | $232.4M | 0.08% | +2,356,456+368.8% | Added |
| Northern Trust Corp | 2,725,167 | $211.4M | 0.03% | −91,002−3.2% | Reduced |
| Price T Rowe Associates Inc | 2,595,975 | $201.4M | 0.02% | −987,422−27.6% | Reduced |
| Legal & General Group Plc | 2,584,329 | $200.5M | 0.05% | −69,135−2.6% | Reduced |
| Bank of New York Mellon Corp | 2,534,689 | $196.6M | 0.04% | −131,623−4.9% | Reduced |
| Reaves W H & Co Inc | 2,114,254 | $164.0M | 2.72% | +26,971+1.3% | Added |
| Charles Schwab Investment Management Inc | 2,055,456 | $159.5M | 0.02% | +67,165+3.4% | Added |
| Magellan Asset Management Ltd | 2,019,954 | $156.7M | 2.03% | +1,767,059+698.7% | Added |
| Parnassus Investments | 1,953,213 | $151.5M | 0.44% | +480,554+32.6% | Added |
| UBS Group AG | 1,886,071 | $146.3M | 0.03% | +723,783+62.3% | Added |
| Franklin Resources Inc | 1,759,778 | $136.5M | 0.03% | −115,940−6.2% | Reduced |
| Vanguard Fiduciary Trust Co | 1,723,706 | $133.7M | 0.03% | +1,723,706 | New |
| Jennison Associates LLC | 1,587,659 | $123.2M | 0.08% | −32,482−2.0% | Reduced |
| Dimensional Fund Advisors LP | 1,581,115 | $122.7M | 0.03% | +50,475+3.3% | Added |
| Amundi | 1,577,783 | $122.4M | 0.03% | −65,031−4.0% | Reduced |
| Duff & Phelps Investment Management Co | 1,453,667 | $112.8M | 1.17% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 1,448,350 | $112.4M | 0.19% | −701,710−32.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $105.2M | 0.17% | 00.0% | Unchanged |
| Cbre Clarion Securities LLC | 1,332,742 | $103.4M | 1.53% | −148,166−10.0% | Reduced |
| iA Global Asset Management Inc. | 1,323,167 | $102.7M | 1.45% | 00.0% | Unchanged |
| FMR LLC | 1,154,089 | $89.5M | 0.00% | +177,419+18.2% | Added |
| Soroban Capital Partners LP | 1,058,781 | $82.1M | 0.59% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,044,889 | $81.1M | 0.41% | +140,574+15.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,034,397 | $80.2M | 1.10% | −71,978−6.5% | Reduced |
| Qube Research & Technologies Ltd | 1,030,439 | $79.9M | 0.11% | −474,500−31.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 1,023,324 | $79.4M | 0.80% | +227,795+28.6% | Added |
| Royal Bank of Canada | 1,013,282 | $78.6M | 0.01% | −103,870−9.3% | Reduced |
| Nuveen, LLC | 990,210 | $76.8M | 0.02% | −103,124−9.4% | Reduced |
| First Trust Advisors LP | 947,185 | $73.5M | 0.05% | −133,696−12.4% | Reduced |
| Aviva PLC | 936,029 | $72.6M | 0.12% | +72,944+8.5% | Added |
| Standard Life Aberdeen plc | 914,388 | $70.9M | 0.11% | +36,901+4.2% | Added |
| UniSuper Management Pty Ltd | 909,073 | $70.5M | 0.46% | +7,869+0.9% | Added |
| Swiss National Bank | 893,100 | $69.3M | 0.04% | +72,800+8.9% | Added |
| TD Asset Management Inc | 809,961 | $62.8M | 0.05% | −50,702−5.9% | Reduced |
| AQR Capital Management LLC | 798,457 | $61.3M | 0.03% | +125,796+18.7% | Added |
| Energy Income Partners, LLC | 774,053 | $60.1M | 0.97% | +52,952+7.3% | Added |
| SG Americas Securities, LLC | 736,195 | $57.1M | 0.06% | +400,318+119.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 706,974 | $54.8M | 0.04% | −31,364−4.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 691,101 | $53.6M | 0.04% | +57,184+9.0% | Added |
| Vanguard Global Advisers, LLC | 667,124 | $51.8M | 0.03% | +667,124 | New |
| ING Groep NV | 657,619 | $51.0M | 0.31% | −605,810−47.9% | Reduced |
| Rhumbline Advisers | 652,364 | $50.6M | 0.04% | −19,843−3.0% | Reduced |
| California Public Employees Retirement System | 633,281 | $49.1M | 0.03% | −128,881−16.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 624,253 | $48.4M | 0.08% | +519,723+497.2% | Added |
| Bank of Montreal | 587,587 | $45.6M | 0.02% | +22,822+4.0% | Added |
| Vanguard Asset Management, Ltd | 586,703 | $45.5M | 0.04% | +586,703 | New |
| Rockefeller Capital Management L.P. | 585,345 | $45.4M | 0.08% | +29,316+5.3% | Added |
| BNP Paribas Arbitrage, SA | 576,965 | $44.8M | 0.03% | +6,522+1.1% | Added |
| Miller Howard Investments Inc | 563,102 | $43.7M | 1.19% | −14,312−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 537,889 | $41.7M | 0.21% | −31,016−5.5% | Reduced |
| Fisher Funds Management LTD | 525,747 | $40.8M | 1.20% | +17,189+3.4% | Added |
| Partners Group Holding AG | 497,291 | $38.6M | 2.86% | −943−0.2% | Reduced |
| HSBC Holdings PLC | 490,194 | $38.0M | 0.02% | −238,815−32.8% | Reduced |
| Balyasny Asset Management LLC | 478,520 | $37.1M | 0.07% | +472,479+7,821.2% | Added |
| LPL Financial LLC | 458,003 | $35.5M | 0.01% | +17,377+3.9% | Added |
| Yaupon Capital Management LP | 452,563 | $35.1M | 1.73% | +452,563 | New |
| Principal Financial Group Inc | 448,016 | $34.8M | 0.02% | −15,617−3.4% | Reduced |
| STRS Ohio | 441,239 | $34.2M | 0.14% | −110.0% | Reduced |
| Janus Henderson Group PLC | 434,950 | $33.7M | 0.02% | −87,542−16.8% | Reduced |
| RWC Asset Management LLP | 424,309 | $32.9M | 1.37% | −15,498−3.5% | Reduced |
| Envestnet Asset Management Inc | 412,235 | $32.0M | 0.01% | +4,148+1.0% | Added |
| Quantinno Capital Management LP | 408,213 | $31.7M | 0.05% | +142,331+53.5% | Added |
| 1832 Asset Management L.P. | 405,712 | $31.5M | 0.04% | +400+0.1% | Added |
| ExodusPoint Capital Management, LP | 404,248 | $31.4M | 0.31% | −551,049−57.7% | Reduced |
| M&T Bank Corp | 402,239 | $31.2M | 0.10% | −9,867−2.4% | Reduced |
| Voloridge Investment Management, LLC | 401,012 | $31.1M | 0.12% | +307,534+329.0% | Added |
| Cidel Asset Management Inc | 398,132 | $30.9M | 1.69% | +56,342+16.5% | Added |
| Citigroup Inc | 386,728 | $30.0M | 0.02% | −144,385−27.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 385,183 | $29.9M | 0.05% | −8,756−2.2% | Reduced |
| Truist Financial Corp | 376,855 | $29.2M | 0.04% | −105,917−21.9% | Reduced |
| Canada Pension Plan Investment Board | 373,588 | $29.0M | 0.02% | +177,008+90.0% | Added |
| Raymond James Financial Inc | 371,555 | $28.8M | 0.01% | +30,699+9.0% | Added |
| Bank of Nova Scotia | 365,496 | $28.4M | 0.05% | −247,525−40.4% | Reduced |
| Brookfield Asset Management Inc. | 362,641 | $28.1M | 0.04% | +320,081+752.1% | Added |
| US Bancorp | 360,707 | $28.0M | 0.03% | −4,735−1.3% | Reduced |
| California State Teachers Retirement System | 352,163 | $27.3M | 0.03% | −4,337−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 323,129 | $25.2M | 0.04% | −13,849−4.1% | Reduced |
| Schroder Investment Management Group | 324,902 | $25.1M | 0.02% | +1,506+0.5% | Added |