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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 21,764 | $1.69M | 0.02% | +1,500+7.4% | Added |
| Atria Investments LLC | 21,972 | $1.70M | 0.02% | +283+1.3% | Added |
| First Manhattan Co | 22,073 | $1.71M | 0.00% | −1,551−6.6% | Reduced |
| Jane Street Group, LLC | 22,466 | $1.74M | 0.00% | +10,376+85.8% | Added |
| Spirit of America Management Corp | 23,000 | $1.78M | 0.35% | +1,300+6.0% | Added |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.82M | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 23,589 | $1.83M | 0.03% | +7,473+46.4% | Added |
| Gulf International Bank (UK) Ltd | 23,723 | $1.84M | 0.04% | +9,282+64.3% | Added |
| First American Trust, FSB | 23,945 | $1.86M | 0.12% | −103,761−81.2% | Reduced |
| Ramirez Asset Management, Inc. | 24,114 | $1.87M | 0.22% | −90−0.4% | Reduced |
| Baird Financial Group, Inc. | 24,471 | $1.90M | 0.00% | +26+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 24,721 | $1.92M | 0.03% | −775−3.0% | Reduced |
| Rafferty Asset Management, LLC | 24,796 | $1.92M | 0.01% | −8,717−26.0% | Reduced |
| National Pension Service | 24,966 | $1.94M | 0.00% | +10,829+76.6% | Added |
| Gamco Investors, Inc. Et Al | 25,202 | $1.96M | 0.02% | +20.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,400 | $1.97M | 0.01% | +25,400 | New |
| Nicholson Wealth Management Group, LLC | 25,652 | $1.99M | 1.16% | +681+2.7% | Added |
| GWM Advisors LLC | 26,328 | $2.04M | 0.01% | +174+0.7% | Added |
| WealthTrust Axiom LLC | 26,400 | $2.05M | 0.50% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 26,687 | $2.07M | 0.03% | +2,761+11.5% | Added |
| Credit Agricole S A | 26,859 | $2.08M | 0.01% | −92,491−77.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 27,177 | $2.11M | 0.02% | −335,488−92.5% | Reduced |
| Venture Visionary Partners LLC | 27,518 | $2.13M | 0.07% | −40.0% | Reduced |
| CIBC World Markets Inc. | 28,280 | $2.19M | 0.00% | +2,981+11.8% | Added |
| Janney Montgomery Scott LLC | 28,488 | $2.21M | 0.01% | −2,997−9.5% | Reduced |
| KBC Group NV | 28,993 | $2.25M | 0.01% | +1,877+6.9% | Added |
| Banque Pictet & Cie SA | 29,328 | $2.28M | 0.03% | +29,328 | New |
| Cerity Partners LLC | 29,467 | $2.29M | 0.00% | −2,857−8.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,576 | $2.29M | 0.01% | +1,087+3.8% | Added |
| Allstate Corp | 29,741 | $2.31M | 0.02% | +9,701+48.4% | Added |
| Siemens Fonds Invest GmbH | 30,223 | $2.34M | 0.13% | +260+0.9% | Added |
| State of Alaska, Department of Revenue | 31,052 | $2.41M | 0.03% | +885+2.9% | Added |
| Gateway Investment Advisers LLC | 31,361 | $2.43M | 0.03% | +6,858+28.0% | Added |
| Pacer Advisors, Inc. | 31,402 | $2.44M | 0.01% | −7,960−20.2% | Reduced |
| Mercer Global Advisors Inc | 31,786 | $2.47M | 0.00% | +4,499+16.5% | Added |
| Vinva Investment Management Ltd | 32,469 | $2.51M | 0.03% | −3,139−8.8% | Reduced |
| HB Wealth Management, LLC | 32,316 | $2.51M | 0.02% | +3,765+13.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 32,517 | $2.52M | 0.33% | −1,304−3.9% | Reduced |
| Mutual of America Capital Management LLC | 32,585 | $2.53M | 0.03% | −85−0.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 32,898 | $2.55M | 0.04% | −16,814−33.8% | Reduced |
| Sigma Planning Corp | 34,372 | $2.67M | 0.07% | +951+2.8% | Added |
| Sanctuary Advisors, LLC | 34,869 | $2.71M | 0.01% | +860+2.5% | Added |
| Oregon Public Employees Retirement Fund | 35,129 | $2.73M | 0.04% | +300+0.9% | Added |
| OP Asset Management Ltd | 35,504 | $2.75M | 0.03% | −2,461−6.5% | Reduced |
| Bridgewater Associates, LP | 35,626 | $2.76M | 0.01% | −30,463−46.1% | Reduced |
| SummitTX Capital, L.P. | 35,643 | $2.77M | 0.09% | −37,303−51.1% | Reduced |
| Intech Investment Management LLC | 36,236 | $2.81M | 0.03% | −21,997−37.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 36,713 | $2.85M | 0.01% | +218+0.6% | Added |
| Colony Group, LLC | 36,800 | $2.86M | 0.00% | −2,343−6.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 37,189 | $2.89M | 0.00% | +2,224+6.4% | Added |
| Graham Capital Management, L.P. | 38,184 | $2.96M | 0.10% | −80,564−67.8% | Reduced |
| Brinker Capital Investments, LLC | 38,256 | $2.97M | 0.03% | −2,645−6.5% | Reduced |
| Mackenzie Financial Corp | 38,422 | $2.98M | 0.00% | +5,103+15.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,048 | $2.99M | 0.01% | −932−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 38,722 | $3.00M | 0.19% | +27,924+258.6% | Added |
| USS Investment Management Ltd | 39,209 | $3.04M | 0.01% | +6,435+19.6% | Added |
| Susquehanna International Group, LLP | 39,539 | $3.07M | 0.00% | −53,784−57.6% | Reduced |
| Nissay Asset Management Corp | 39,927 | $3.10M | 0.02% | +1,242+3.2% | Added |
| O'Shaughnessy Asset Management, LLC | 40,549 | $3.15M | 0.02% | +8,106+25.0% | Added |
| Hilton Capital Management, LLC | 41,033 | $3.18M | 0.24% | +11,681+39.8% | Added |
| British Columbia Investment Management Corp | 41,942 | $3.25M | 0.02% | −11,052−20.9% | Reduced |
| New York Life Investment Management LLC | 42,475 | $3.30M | 0.03% | +835+2.0% | Added |
| Pathstone Holdings, LLC | 43,141 | $3.35M | 0.01% | −1,456−3.3% | Reduced |
| Rakuten Investment Management, Inc. | 45,371 | $3.50M | 0.01% | +5,549+13.9% | Added |
| JustInvest LLC | 45,340 | $3.52M | 0.03% | +818+1.8% | Added |
| NEOS Investment Management LLC | 45,622 | $3.54M | 0.02% | +2,722+6.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 45,739 | $3.55M | 0.03% | +182+0.4% | Added |
| Private Advisor Group, LLC | 46,181 | $3.58M | 0.02% | −5,583−10.8% | Reduced |
| CWM Advisors, LLC | 46,495 | $3.61M | 0.21% | +12,637+37.3% | Added |
| Mariner, LLC | 46,560 | $3.61M | 0.00% | +5,820+14.3% | Added |
| ProShare Advisors LLC | 46,938 | $3.64M | 0.01% | −10,966−18.9% | Reduced |
| Yousif Capital Management, LLC | 47,098 | $3.65M | 0.04% | −575−1.2% | Reduced |
| Glenmede Trust Co NA | 47,417 | $3.68M | 0.02% | +5,585+13.4% | Added |
| La Banque Postale Asset Management SA | 48,268 | $3.74M | 0.05% | +48,268 | New |
| Hennion & Walsh Asset Management, Inc. | 49,074 | $3.81M | 0.13% | +7,439+17.9% | Added |
| Utah Retirement Systems | 49,262 | $3.82M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50,369 | $3.91M | 0.01% | −1,805−3.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,588 | $3.92M | 0.00% | +14,428+39.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,931 | $3.95M | 0.03% | +1,429+2.9% | Added |
| Campbell & CO Investment Adviser LLC | 51,573 | $4.00M | 0.23% | +51,573 | New |
| Commonwealth Equity Services, LLC | 53,716 | $4.17M | 0.01% | −3,006−5.3% | Reduced |
| Entropy Technologies, LP | 54,041 | $4.19M | 0.19% | +45,412+526.3% | Added |
| Agf Management Ltd | 55,981 | $4.34M | 0.02% | +7,900+16.4% | Added |
| Martingale Asset Management L P | 56,311 | $4.37M | 0.11% | +11,538+25.8% | Added |
| Xponance, Inc. | 57,086 | $4.43M | 0.03% | +7,194+14.4% | Added |
| Amalgamated Bank | 58,087 | $4.51M | 0.03% | +1,783+3.2% | Added |
| Stifel Financial Corp | 59,044 | $4.58M | 0.00% | −14,390−19.6% | Reduced |
| Woodline Partners LP | 59,936 | $4.65M | 0.02% | +8,105+15.6% | Added |
| Canada Post Corp Registered Pension Plan | 60,069 | $4.66M | 0.19% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 60,215 | $4.67M | 0.03% | +60,215 | New |
| Captrust Financial Advisors | 60,247 | $4.67M | 0.01% | +3,743+6.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 60,707 | $4.71M | 0.13% | +134+0.2% | Added |
| Benjamin Edwards Inc | 62,480 | $4.85M | 0.05% | +1,212+2.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 62,589 | $4.86M | 0.27% | +11,820+23.3% | Added |
| Vestcor Inc | 63,675 | $4.94M | 0.14% | +25,476+66.7% | Added |
| Voya Investment Management LLC | 64,146 | $4.98M | 0.01% | −12,740−16.6% | Reduced |
| Retirement Systems of Alabama | 65,070 | $5.05M | 0.02% | +330+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 65,544 | $5.08M | 0.01% | +9,786+17.6% | Added |
| Jones Financial Companies LLLP | 66,719 | $5.08M | 0.00% | +60,733+1,014.6% | Added |
| IFM Investors Pty Ltd | 67,017 | $5.20M | 0.04% | −277−0.4% | Reduced |