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 |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 19,877,297 | $1.54B | 0.04% | +19,877,297 | New |
| BlackRock, Inc. | 33,563,574 | $2.60B | 0.05% | +951,848+2.9% | Added |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −926,977−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −742,500−100.0% | Sold out |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −156,508−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −151,799−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −129,245−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −113,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −111,834−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −110,406−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −99,340−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −64,945−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −63,161−100.0% | Sold out |
| Osmosis Investment Management UK Ltd | 0 | $0 | 0.00% | −55,822−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −28,568−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −26,172−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Capital Innovations LLC | 0 | $0 | 0.00% | −23,622−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −22,669−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −19,497−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −18,612−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −15,612−100.0% | Sold out |
| Croban | 0 | $0 | 0.00% | −14,832−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −13,377−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −12,951−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,760−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −11,241−100.0% | Sold out |
| MASTERINVEST Kapitalanlage GmbH | 0 | $0 | 0.00% | −11,111−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,803−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −10,213−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −9,570−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −8,754−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −8,198−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −8,131−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −7,906−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −6,881−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −6,122−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −6,029−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −6,023−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −5,499−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −4,666−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −4,515−100.0% | Sold out |
| Schwallier Wealth Management LLC | 0 | $0 | 0.00% | −3,897−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3,922−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −3,284−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,274−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Cerro Pacific Wealth Advisors LLC | 0 | $0 | 0.00% | −3,203−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,899−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Navigoe, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Three Bearings Fiduciary Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| NorthAvenue LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| McGuire Capital Advisors Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |