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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 316,693 | $24.5M | 0.06% | +6,833+2.2% | Added |
| Public Employees Retirement Association of Colorado | 320,537 | $24.9M | 0.10% | −91,400−22.2% | Reduced |
| Schroder Investment Management Group | 324,902 | $25.1M | 0.02% | +1,506+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 323,129 | $25.2M | 0.04% | −13,849−4.1% | Reduced |
| California State Teachers Retirement System | 352,163 | $27.3M | 0.03% | −4,337−1.2% | Reduced |
| US Bancorp | 360,707 | $28.0M | 0.03% | −4,735−1.3% | Reduced |
| Brookfield Asset Management Inc. | 362,641 | $28.1M | 0.04% | +320,081+752.1% | Added |
| Bank of Nova Scotia | 365,496 | $28.4M | 0.05% | −247,525−40.4% | Reduced |
| Raymond James Financial Inc | 371,555 | $28.8M | 0.01% | +30,699+9.0% | Added |
| Canada Pension Plan Investment Board | 373,588 | $29.0M | 0.02% | +177,008+90.0% | Added |
| Truist Financial Corp | 376,855 | $29.2M | 0.04% | −105,917−21.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 385,183 | $29.9M | 0.05% | −8,756−2.2% | Reduced |
| Citigroup Inc | 386,728 | $30.0M | 0.02% | −144,385−27.2% | Reduced |
| Cidel Asset Management Inc | 398,132 | $30.9M | 1.69% | +56,342+16.5% | Added |
| Voloridge Investment Management, LLC | 401,012 | $31.1M | 0.12% | +307,534+329.0% | Added |
| M&T Bank Corp | 402,239 | $31.2M | 0.10% | −9,867−2.4% | Reduced |
| ExodusPoint Capital Management, LP | 404,248 | $31.4M | 0.31% | −551,049−57.7% | Reduced |
| 1832 Asset Management L.P. | 405,712 | $31.5M | 0.04% | +400+0.1% | Added |
| Quantinno Capital Management LP | 408,213 | $31.7M | 0.05% | +142,331+53.5% | Added |
| Envestnet Asset Management Inc | 412,235 | $32.0M | 0.01% | +4,148+1.0% | Added |
| RWC Asset Management LLP | 424,309 | $32.9M | 1.37% | −15,498−3.5% | Reduced |
| Janus Henderson Group PLC | 434,950 | $33.7M | 0.02% | −87,542−16.8% | Reduced |
| STRS Ohio | 441,239 | $34.2M | 0.14% | −110.0% | Reduced |
| Principal Financial Group Inc | 448,016 | $34.8M | 0.02% | −15,617−3.4% | Reduced |
| Yaupon Capital Management LP | 452,563 | $35.1M | 1.73% | +452,563 | New |
| LPL Financial LLC | 458,003 | $35.5M | 0.01% | +17,377+3.9% | Added |
| Balyasny Asset Management LLC | 478,520 | $37.1M | 0.07% | +472,479+7,821.2% | Added |
| HSBC Holdings PLC | 490,194 | $38.0M | 0.02% | −238,815−32.8% | Reduced |
| Partners Group Holding AG | 497,291 | $38.6M | 2.86% | −943−0.2% | Reduced |
| Fisher Funds Management LTD | 525,747 | $40.8M | 1.20% | +17,189+3.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 537,889 | $41.7M | 0.21% | −31,016−5.5% | Reduced |
| Miller Howard Investments Inc | 563,102 | $43.7M | 1.19% | −14,312−2.5% | Reduced |
| BNP Paribas Arbitrage, SA | 576,965 | $44.8M | 0.03% | +6,522+1.1% | Added |
| Rockefeller Capital Management L.P. | 585,345 | $45.4M | 0.08% | +29,316+5.3% | Added |
| Vanguard Asset Management, Ltd | 586,703 | $45.5M | 0.04% | +586,703 | New |
| Bank of Montreal | 587,587 | $45.6M | 0.02% | +22,822+4.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 624,253 | $48.4M | 0.08% | +519,723+497.2% | Added |
| California Public Employees Retirement System | 633,281 | $49.1M | 0.03% | −128,881−16.9% | Reduced |
| Rhumbline Advisers | 652,364 | $50.6M | 0.04% | −19,843−3.0% | Reduced |
| ING Groep NV | 657,619 | $51.0M | 0.31% | −605,810−47.9% | Reduced |
| Vanguard Global Advisers, LLC | 667,124 | $51.8M | 0.03% | +667,124 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 691,101 | $53.6M | 0.04% | +57,184+9.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 706,974 | $54.8M | 0.04% | −31,364−4.2% | Reduced |
| SG Americas Securities, LLC | 736,195 | $57.1M | 0.06% | +400,318+119.2% | Added |
| Energy Income Partners, LLC | 774,053 | $60.1M | 0.97% | +52,952+7.3% | Added |
| AQR Capital Management LLC | 798,457 | $61.3M | 0.03% | +125,796+18.7% | Added |
| TD Asset Management Inc | 809,961 | $62.8M | 0.05% | −50,702−5.9% | Reduced |
| Swiss National Bank | 893,100 | $69.3M | 0.04% | +72,800+8.9% | Added |
| UniSuper Management Pty Ltd | 909,073 | $70.5M | 0.46% | +7,869+0.9% | Added |
| Standard Life Aberdeen plc | 914,388 | $70.9M | 0.11% | +36,901+4.2% | Added |
| Aviva PLC | 936,029 | $72.6M | 0.12% | +72,944+8.5% | Added |
| First Trust Advisors LP | 947,185 | $73.5M | 0.05% | −133,696−12.4% | Reduced |
| Nuveen, LLC | 990,210 | $76.8M | 0.02% | −103,124−9.4% | Reduced |
| Royal Bank of Canada | 1,013,282 | $78.6M | 0.01% | −103,870−9.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 1,023,324 | $79.4M | 0.80% | +227,795+28.6% | Added |
| Qube Research & Technologies Ltd | 1,030,439 | $79.9M | 0.11% | −474,500−31.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,034,397 | $80.2M | 1.10% | −71,978−6.5% | Reduced |
| Bahl & Gaynor Inc | 1,044,889 | $81.1M | 0.41% | +140,574+15.5% | Added |
| Soroban Capital Partners LP | 1,058,781 | $82.1M | 0.59% | 00.0% | Unchanged |
| FMR LLC | 1,154,089 | $89.5M | 0.00% | +177,419+18.2% | Added |
| iA Global Asset Management Inc. | 1,323,167 | $102.7M | 1.45% | 00.0% | Unchanged |
| Cbre Clarion Securities LLC | 1,332,742 | $103.4M | 1.53% | −148,166−10.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,333,955 | $105.2M | 0.17% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 1,448,350 | $112.4M | 0.19% | −701,710−32.6% | Reduced |
| Duff & Phelps Investment Management Co | 1,453,667 | $112.8M | 1.17% | 00.0% | Unchanged |
| Amundi | 1,577,783 | $122.4M | 0.03% | −65,031−4.0% | Reduced |
| Dimensional Fund Advisors LP | 1,581,115 | $122.7M | 0.03% | +50,475+3.3% | Added |
| Jennison Associates LLC | 1,587,659 | $123.2M | 0.08% | −32,482−2.0% | Reduced |
| Vanguard Fiduciary Trust Co | 1,723,706 | $133.7M | 0.03% | +1,723,706 | New |
| Franklin Resources Inc | 1,759,778 | $136.5M | 0.03% | −115,940−6.2% | Reduced |
| UBS Group AG | 1,886,071 | $146.3M | 0.03% | +723,783+62.3% | Added |
| Parnassus Investments | 1,953,213 | $151.5M | 0.44% | +480,554+32.6% | Added |
| Magellan Asset Management Ltd | 2,019,954 | $156.7M | 2.03% | +1,767,059+698.7% | Added |
| Charles Schwab Investment Management Inc | 2,055,456 | $159.5M | 0.02% | +67,165+3.4% | Added |
| Reaves W H & Co Inc | 2,114,254 | $164.0M | 2.72% | +26,971+1.3% | Added |
| Bank of New York Mellon Corp | 2,534,689 | $196.6M | 0.04% | −131,623−4.9% | Reduced |
| Legal & General Group Plc | 2,584,329 | $200.5M | 0.05% | −69,135−2.6% | Reduced |
| Price T Rowe Associates Inc | 2,595,975 | $201.4M | 0.02% | −987,422−27.6% | Reduced |
| Northern Trust Corp | 2,725,167 | $211.4M | 0.03% | −91,002−3.2% | Reduced |
| Barclays PLC | 2,995,363 | $232.4M | 0.08% | +2,356,456+368.8% | Added |
| FIL Ltd | 3,036,193 | $235.5M | 0.18% | +23,707+0.8% | Added |
| UBS Asset Management Americas Inc | 3,108,854 | $241.2M | 0.05% | −29,525−0.9% | Reduced |
| Lord, Abbett & Co. LLC | 3,308,716 | $256.7M | 0.84% | −28,012−0.8% | Reduced |
| Bank of America Corp | 3,668,532 | $284.6M | 0.02% | +266,641+7.8% | Added |
| Pictet Asset Management Holding SA | 4,166,815 | $323.3M | 0.34% | +595,564+16.7% | Added |
| GQG Partners LLC | 4,412,573 | $342.3M | 0.54% | −107,348−2.4% | Reduced |
| Morgan Stanley | 4,713,999 | $365.7M | 0.02% | +101,017+2.2% | Added |
| Goldman Sachs Group Inc | 4,778,533 | $370.7M | 0.05% | +685,471+16.7% | Added |
| Ameriprise Financial Inc | 4,930,577 | $382.7M | 0.09% | +32,112+0.7% | Added |
| Wells Fargo & Company | 5,422,074 | $420.6M | 0.08% | −202,135−3.6% | Reduced |
| Wellington Management Group LLP | 6,655,944 | $516.4M | 0.10% | +6,605,180+13,011.5% | Added |
| Victory Capital Management Inc | 6,839,262 | $530.6M | 0.34% | −547,451−7.4% | Reduced |
| Invesco Ltd. | 7,645,197 | $593.1M | 0.06% | +163,171+2.2% | Added |
| Deutsche Bank AG | 7,745,314 | $600.9M | 0.20% | +496,175+6.8% | Added |
| Massachusetts Financial Services Co | 7,630,373 | $614.3M | 0.21% | −641,990−7.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,135,227 | $631.1M | 0.58% | +1,183,187+17.0% | Added |
| Geode Capital Management, LLC | 8,528,153 | $659.2M | 0.04% | +205,007+2.5% | Added |
| JPMorgan Chase & Co | 15,839,684 | $1.22B | 0.08% | −860,611−5.2% | Reduced |
| State Street Corp | 18,099,033 | $1.40B | 0.05% | +323,696+1.8% | Added |
| Vanguard Portfolio Management LLC | 18,793,345 | $1.46B | 0.08% | +18,793,345 | New |