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 |
|---|---|---|---|---|---|
| SilverOak Wealth Management LLC | 68,825 | $5.34M | 0.84% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 69,434 | $5.39M | 0.04% | +6,247+9.9% | Added |
| Summit Global Investments | 70,243 | $5.45M | 0.32% | −6,743−8.8% | Reduced |
| BTG Pactual Asset Management US LLC | 70,873 | $5.50M | 0.54% | +70,873 | New |
| Wiley Bros.-Aintree Capital, LLC | 75,476 | $5.86M | 0.03% | −4,613−5.8% | Reduced |
| State of New Jersey Common Pension Fund D | 75,497 | $5.86M | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 75,542 | $5.86M | 0.03% | −4,767−5.9% | Reduced |
| State of Michigan Retirement System | 79,999 | $6.21M | 0.03% | +300+0.4% | Added |
| New England Asset Management Inc | 80,210 | $6.22M | 0.79% | −3,255−3.9% | Reduced |
| Intact Investment Management Inc. | 80,700 | $6.26M | 0.18% | −1,000−1.2% | Reduced |
| Arizona State Retirement System | 82,722 | $6.42M | 0.04% | +627+0.8% | Added |
| Czech National Bank | 83,452 | $6.47M | 0.04% | +3,208+4.0% | Added |
| Gotham Asset Management, LLC | 84,308 | $6.54M | 0.02% | +47,825+131.1% | Added |
| CIBC Bancorp USA Inc. | 85,149 | $6.61M | 0.01% | +85,149 | New |
| Citadel Advisors LLC | 85,557 | $6.64M | 0.00% | −1,669,348−95.1% | Reduced |
| First American Bank | 86,023 | $6.67M | 0.42% | +1,409+1.7% | Added |
| NewSquare Capital LLC | 86,611 | $6.72M | 0.59% | −1,857−2.1% | Reduced |
| Public Sector Pension Investment Board | 87,207 | $6.77M | 0.02% | −83,187−48.8% | Reduced |
| SEI Investments Co | 87,818 | $6.81M | 0.01% | −1,314−1.5% | Reduced |
| Verition Fund Management LLC | 88,543 | $6.87M | 0.07% | −249,684−73.8% | Reduced |
| ASR Vermogensbeheer N.V. | 90,859 | $7.05M | 0.08% | +3,886+4.5% | Added |
| Eurizon Capital SGR S.p.A. | 91,100 | $7.07M | 0.02% | +51,887+132.3% | Added |
| Two Sigma Investments, LP | 92,565 | $7.18M | 0.01% | −23,254−20.1% | Reduced |
| Assetmark, Inc | 92,605 | $7.18M | 0.01% | −13,536−12.8% | Reduced |
| Cetera Investment Advisers | 93,777 | $7.28M | 0.01% | +9,469+11.2% | Added |
| Daiwa Securities Group Inc. | 93,968 | $7.29M | 0.02% | +3,394+3.7% | Added |
| The PNC Financial Services Group, Inc. | 96,709 | $7.50M | 0.00% | +16,283+20.2% | Added |
| Teacher Retirement System of Texas | 99,257 | $7.70M | 0.03% | +89,357+902.6% | Added |
| Holocene Advisors, LP | 101,269 | $7.86M | 0.02% | +86,613+591.0% | Added |
| Creative Planning | 101,950 | $7.91M | 0.01% | +22,438+28.2% | Added |
| Nicholas Company, Inc. | 102,465 | $7.95M | 0.16% | −49,575−32.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 107,180 | $8.32M | 0.01% | +107,180 | New |
| HighTower Advisors, LLC | 107,541 | $8.34M | 0.01% | −1,088−1.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 113,530 | $8.81M | 0.06% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 112,992 | $8.85M | 1.63% | −2,888−2.5% | Reduced |
| Howe & Rusling Inc | 114,599 | $8.89M | 0.58% | +541+0.5% | Added |
| Toronto Dominion Bank | 117,647 | $9.13M | 0.02% | −239,004−67.0% | Reduced |
| Illinois Municipal Retirement Fund | 118,565 | $9.20M | 0.12% | +71,322+151.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 119,266 | $9.25M | 0.09% | +5,012+4.4% | Added |
| Squarepoint Ops LLC | 123,478 | $9.58M | 0.02% | +115,368+1,422.5% | Added |
| Resona Asset Management Co.,Ltd. | 124,651 | $9.66M | 0.05% | +3,949+3.3% | Added |
| Nomura Holdings Inc | 125,422 | $9.73M | 0.08% | −31,219−19.9% | Reduced |
| New York State Common Retirement Fund | 126,543 | $9.82M | 0.01% | +3,000+2.4% | Added |
| Nomura Asset Management Co Ltd | 127,197 | $9.87M | 0.03% | +6,500+5.4% | Added |
| Treasurer of the State of North Carolina | 129,566 | $10.1M | 0.03% | +2,765+2.2% | Added |
| Aventail Capital Group, LP | 132,732 | $10.3M | 0.50% | −96,103−42.0% | Reduced |
| Trexquant Investment LP | 133,399 | $10.3M | 0.07% | +78,593+143.4% | Added |
| MetLife Investment Management | 136,899 | $10.6M | 0.05% | +6,771+5.2% | Added |
| Greenland Capital Management LP | 137,060 | $10.6M | 2.12% | −11,620−7.8% | Reduced |
| Hennessy Advisors Inc | 141,098 | $10.9M | 0.40% | −4,600−3.2% | Reduced |
| Bokf, NA | 144,587 | $11.2M | 0.17% | −1,827−1.2% | Reduced |
| State of Tennessee, Treasury Department | 147,966 | $11.5M | 0.04% | +51,500+53.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 150,955 | $11.7M | 0.03% | −3,334−2.2% | Reduced |
| Toroso Investments, LLC | 151,549 | $11.8M | 0.04% | +8,760+6.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 153,234 | $11.9M | 0.03% | −4,712−3.0% | Reduced |
| CI Private Wealth, LLC | 156,222 | $11.9M | 0.02% | +98,106+168.8% | Added |
| Bruce & Co., Inc. | 156,000 | $12.1M | 3.46% | 00.0% | Unchanged |
| Fifth Third Bancorp | 156,210 | $12.1M | 0.02% | +118,442+313.6% | Added |
| Trillium Asset Management, LLC | 154,645 | $12.4M | 0.41% | +3,425+2.3% | Added |
| Mattern Capital Management, LLC | 159,660 | $12.4M | 1.48% | +38,952+32.3% | Added |
| Nisa Investment Advisors, LLC | 164,240 | $12.7M | 0.05% | −334−0.2% | Reduced |
| Omers Administration Corp | 165,939 | $12.9M | 0.08% | +2,950+1.8% | Added |
| DnB Asset Management AS | 168,389 | $13.1M | 0.05% | +6,694+4.1% | Added |
| Worldquant Millennium Advisors LLC | 169,222 | $13.1M | 0.05% | −32,129−16.0% | Reduced |
| National Bank of Canada | 169,423 | $13.1M | 0.01% | −14,109−7.7% | Reduced |
| State of Wisconsin Investment Board | 175,350 | $13.6M | 0.03% | +4,863+2.9% | Added |
| Epoch Investment Partners, Inc. | 175,763 | $13.6M | 0.08% | −5,817−3.2% | Reduced |
| Van Eck Associates Corp | 178,569 | $13.9M | 0.01% | +57,467+47.5% | Added |
| Asset Management One Co.,Ltd. | 178,841 | $13.9M | 0.04% | +2,092+1.2% | Added |
| Public Employees Retirement System of Ohio | 184,945 | $14.3M | 0.05% | −13,345−6.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 188,108 | $14.6M | 0.04% | +650+0.3% | Added |
| Great West Life Assurance Co | 188,641 | $14.7M | 0.03% | +3,457+1.9% | Added |
| Gabelli Funds LLC | 189,617 | $14.7M | 0.10% | 00.0% | Unchanged |
| Keybank National Association | 192,154 | $14.9M | 0.05% | −9,014−4.5% | Reduced |
| Wealthfront Advisers LLC | 192,795 | $15.0M | 0.03% | +19,397+11.2% | Added |
| Macquarie Group Ltd | 196,067 | $15.2M | 0.09% | −8,832−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 203,828 | $15.8M | 0.01% | +103,922+104.0% | Added |
| New York State Teachers Retirement System | 204,396 | $15.9M | 0.03% | −5,001−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 205,321 | $15.9M | 0.01% | −10,993−5.1% | Reduced |
| Korea Investment CORP | 209,785 | $16.3M | 0.03% | +67,434+47.4% | Added |
| Tredje AP-fonden | 210,875 | $16.4M | 0.09% | +27,413+14.9% | Added |
| Man Group plc | 218,987 | $17.0M | 0.04% | +114,374+109.3% | Added |
| Verbena Value LP | 219,500 | $17.0M | 2.79% | −66,700−23.3% | Reduced |
| Hudson Bay Capital Management LP | 221,496 | $17.2M | 0.10% | −4,400−1.9% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 223,947 | $17.4M | 0.18% | +7,175+3.3% | Added |
| Neuberger Berman Group LLC | 227,773 | $17.7M | 0.01% | +201,504+767.1% | Added |
| Prudential Financial Inc | 232,875 | $18.1M | 0.02% | −499,295−68.2% | Reduced |
| APG Asset Management N.V. | 271,474 | $18.3M | 0.06% | −14,734−5.1% | Reduced |
| American Century Companies Inc | 246,349 | $19.1M | 0.01% | +138,067+127.5% | Added |
| Russell Investments Group, Ltd. | 252,695 | $19.6M | 0.02% | −53,760−17.5% | Reduced |
| State Board of Administration of Florida Retirement System | 256,447 | $19.9M | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 278,258 | $21.6M | 0.03% | +92,383+49.7% | Added |
| Ensign Peak Advisors, Inc | 278,477 | $21.6M | 0.04% | −25,780−8.5% | Reduced |
| Millennium Management LLC | 281,032 | $21.8M | 0.02% | −618,677−68.8% | Reduced |
| Artemis Investment Management LLP | 282,753 | $21.9M | 0.23% | +110,252+63.9% | Added |
| AE Wealth Management LLC | 290,135 | $22.5M | 0.12% | +37,361+14.8% | Added |
| Covea Finance | 293,100 | $22.7M | 0.80% | +61,150+26.4% | Added |
| Avalon Trust Co | 293,359 | $22.8M | 1.57% | +1,188+0.4% | Added |
| Vanguard Investments Australia, Ltd. | 295,856 | $23.0M | 0.07% | +295,856 | New |
| Alliancebernstein L.P. | 342,867 | $24.0M | 0.01% | −5,381−1.5% | Reduced |