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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 9,284 | $720.3K | 0.02% | +33+0.4% | Added |
| Bessemer Group Inc | 9,325 | $723.0K | 0.00% | +829+9.8% | Added |
| Prudential PLC | 9,471 | $734.8K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,520 | $738.6K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 9,591 | $744.1K | 0.03% | +9,591 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,804 | $760.6K | 0.01% | +80+0.8% | Added |
| Elevated Capital Advisors, LLC | 9,901 | $768.1K | 0.19% | −1,858−15.8% | Reduced |
| Canton Hathaway, LLC | 10,000 | $775.8K | 0.16% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 10,000 | $775.8K | 0.15% | +3,200+47.1% | Added |
| Tower Research Capital LLC (TRC) | 10,019 | $777.3K | 0.02% | +3,601+56.1% | Added |
| Empirical Finance, LLC | 10,057 | $780.2K | 0.04% | −50.0% | Reduced |
| Ethic Inc. | 10,136 | $786.3K | 0.01% | +1,337+15.2% | Added |
| Sterling Capital Management LLC | 10,200 | $791.3K | 0.01% | −7,743−43.2% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 10,300 | $795.3K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 10,294 | $798.6K | 0.03% | −110−1.1% | Reduced |
| New Age Alpha Advisors, LLC | 10,372 | $804.7K | 0.04% | +10,028+2,915.1% | Added |
| Centennial Wealth Advisory LLC | 10,397 | $806.7K | 0.20% | +661+6.8% | Added |
| Profund Advisors LLC | 10,454 | $811.0K | 0.03% | −4,651−30.8% | Reduced |
| Kestra Advisory Services, LLC | 10,509 | $815.3K | 0.00% | +987+10.4% | Added |
| Quadrant Capital Group LLC | 10,589 | $821.5K | 0.02% | +6,330+148.6% | Added |
| Greenleaf Trust | 10,625 | $824.3K | 0.01% | −431−3.9% | Reduced |
| Sumitomo Life Insurance Co | 10,718 | $831.5K | 0.02% | +344+3.3% | Added |
| Integrated Investment Consultants, LLC | 10,922 | $847.3K | 0.18% | +61+0.6% | Added |
| Axq Capital, LP | 11,059 | $858.0K | 0.11% | +11,059 | New |
| MML Investors Services, LLC | 11,097 | $860.9K | 0.00% | −972−8.1% | Reduced |
| V-Square Quantitative Management LLC | 11,209 | $869.6K | 0.09% | +380+3.5% | Added |
| Saudi Central Bank | 11,233 | $871.5K | 0.02% | +11,233 | New |
| United Capital Financial Advisers, LLC | 11,465 | $889.4K | 0.01% | +2,362+25.9% | Added |
| Hantz Financial Services, Inc. | 11,599 | $900.0K | 0.01% | +2,132+22.5% | Added |
| LMR Partners LLP | 11,666 | $905.0K | 0.01% | +5,641+93.6% | Added |
| Horizon Investments, LLC | 11,816 | $909.6K | 0.01% | +246+2.1% | Added |
| Exchange Traded Concepts, LLC | 11,931 | $925.6K | 0.01% | −446−3.6% | Reduced |
| Thrivent Financial for Lutherans | 12,164 | $944.0K | 0.00% | +69+0.6% | Added |
| Horizon Kinetics Asset Management LLC | 12,197 | $946.2K | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 12,200 | $946.5K | 0.22% | 00.0% | Unchanged |
| Summit Financial, LLC | 12,203 | $946.7K | 0.01% | −189−1.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,281 | $952.8K | 0.01% | +3,621+41.8% | Added |
| Smartleaf Asset Management LLC | 12,414 | $958.5K | 0.03% | −411−3.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,458 | $966.5K | 0.00% | +305+2.5% | Added |
| Braeburn Wealth Management LLC | 12,509 | $970.5K | 0.55% | +246+2.0% | Added |
| MUFG Securities EMEA plc | 12,562 | $974.6K | 0.01% | +86+0.7% | Added |
| EntryPoint Capital, LLC | 12,697 | $985.0K | 0.29% | +12,697 | New |
| Chesley Taft & Associates LLC | 12,831 | $995.4K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 14,243 | $996.0K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,258 | $1.03M | 0.01% | +13,258 | New |
| New Mexico Educational Retirement Board | 13,810 | $1.07M | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 13,888 | $1.08M | 0.05% | +1,982+16.6% | Added |
| Fiduciary Trust Co | 13,995 | $1.09M | 0.01% | −37−0.3% | Reduced |
| Vident Advisory, LLC | 14,258 | $1.11M | 0.01% | +1,138+8.7% | Added |
| Allianz Asset Management GmbH | 14,591 | $1.13M | 0.00% | −2,130−12.7% | Reduced |
| WBI Investments | 14,651 | $1.14M | 0.31% | +14,651 | New |
| Millington Securities, LLC | 14,651 | $1.14M | 0.31% | +14,651 | New |
| Mirador Capital Partners LP | 14,691 | $1.14M | 0.16% | +205+1.4% | Added |
| Royal London Asset Management Ltd | 14,846 | $1.15M | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 15,150 | $1.18M | 0.05% | +804+5.6% | Added |
| Sequoia Financial Advisors, LLC | 15,153 | $1.18M | 0.01% | +1,212+8.7% | Added |
| Bryn Mawr Trust Co | 15,162 | $1.18M | 0.03% | +83+0.6% | Added |
| Maryland State Retirement & Pension System | 15,369 | $1.19M | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 15,401 | $1.19M | 0.29% | +1,479+10.6% | Added |
| Louisiana State Employees Retirement System | 15,600 | $1.21M | 0.02% | +100+0.6% | Added |
| Tounjian Advisory Partners, LLC | 15,626 | $1.21M | 0.44% | +280+1.8% | Added |
| Ofi Invest Asset Management | 16,048 | $1.25M | 0.02% | +6,827+74.0% | Added |
| Danske Bank A/S | 16,500 | $1.28M | 0.00% | +5,900+55.7% | Added |
| Portfolio Design Labs, LLC | 16,708 | $1.30M | 0.23% | −7,664−31.4% | Reduced |
| Ascent Group, LLC | 16,798 | $1.30M | 0.05% | −5,293−24.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 18,299 | $1.30M | 0.17% | +17,131+1,466.7% | Added |
| Nordea Investment Management AB | 17,218 | $1.32M | 0.00% | +503+3.0% | Added |
| Los Angeles Capital Management LLC | 17,038 | $1.32M | 0.01% | +14,072+474.4% | Added |
| Skopos Labs, Inc. | 17,138 | $1.33M | 0.04% | +6,611+62.8% | Added |
| Equitable Holdings, Inc. | 17,143 | $1.33M | 0.01% | +17,143 | New |
| Huntington National Bank | 17,165 | $1.33M | 0.01% | −122−0.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,195 | $1.33M | 0.01% | −4,932−22.3% | Reduced |
| Hartford Investment Management Co | 17,209 | $1.34M | 0.04% | −372−2.1% | Reduced |
| DRW Securities, LLC | 17,290 | $1.34M | 0.07% | +17,290 | New |
| Alps Advisors Inc | 17,535 | $1.36M | 0.01% | +1,128+6.9% | Added |
| Bleakley Financial Group, LLC | 17,800 | $1.38M | 0.02% | +749+4.4% | Added |
| Northwestern Mutual Wealth Management Co | 17,870 | $1.39M | 0.00% | −1,068−5.6% | Reduced |
| Lido Advisors, LLC | 18,123 | $1.41M | 0.01% | +174+1.0% | Added |
| Westpac Banking Corp | 18,343 | $1.42M | 0.10% | +18,343 | New |
| Mizuho Securities USA LLC | 18,525 | $1.44M | 0.03% | −3,634−16.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 18,972 | $1.47M | 0.00% | +18,972 | New |
| Cim, LLC | 19,429 | $1.51M | 0.22% | −132−0.7% | Reduced |
| Wedbush Securities Inc | 19,496 | $1.51M | 0.04% | +311+1.6% | Added |
| T. Rowe Price Investment Management, Inc. | 19,805 | $1.54M | 0.00% | −3,340−14.4% | Reduced |
| Quadrature Capital Ltd | 19,850 | $1.54M | 0.02% | +19,850 | New |
| Opus Investment Management Inc | 20,000 | $1.55M | 0.93% | 00.0% | Unchanged |
| Blue Water Asset Management | 20,073 | $1.56M | 0.54% | +34+0.2% | Added |
| LeClair Wealth Partners LLC | 20,073 | $1.56M | 0.54% | +20,073 | New |
| Norinchukin Bank, The | 20,173 | $1.57M | 0.02% | +250+1.3% | Added |
| Crossmark Global Holdings, Inc. | 20,346 | $1.58M | 0.02% | −262−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 20,402 | $1.59M | 0.00% | +19,293+1,739.7% | Added |
| Oak Thistle LLC | 20,567 | $1.60M | 0.15% | −32,118−61.0% | Reduced |
| XTX Topco Ltd | 20,624 | $1.60M | 0.03% | +14,442+233.6% | Added |
| Aquatic Capital Management LLC | 20,831 | $1.62M | 0.05% | +13,957+203.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,486 | $1.67M | 0.00% | −1,124−5.0% | Reduced |
| Blue Sparrow, LLC | 21,520 | $1.67M | 0.03% | +21,520 | New |
| Machina Capital S.A.S. | 21,558 | $1.67M | 0.33% | −13,333−38.2% | Reduced |
| CWM, LLC | 21,594 | $1.68M | 0.00% | +5,377+33.2% | Added |
| Mather Group, LLC. | 21,683 | $1.68M | 0.02% | −3,826−15.0% | Reduced |
| Pinebridge Investments LLC | 21,749 | $1.69M | 0.01% | +5,678+35.3% | Added |