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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 320,537 | $24.9M | 0.10% | −91,400−22.2% | Reduced |
| CIBC Asset Management Inc | 316,693 | $24.5M | 0.06% | +6,833+2.2% | Added |
| Alliancebernstein L.P. | 342,867 | $24.0M | 0.01% | −5,381−1.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 295,856 | $23.0M | 0.07% | +295,856 | New |
| Avalon Trust Co | 293,359 | $22.8M | 1.57% | +1,188+0.4% | Added |
| Covea Finance | 293,100 | $22.7M | 0.80% | +61,150+26.4% | Added |
| AE Wealth Management LLC | 290,135 | $22.5M | 0.12% | +37,361+14.8% | Added |
| Artemis Investment Management LLP | 282,753 | $21.9M | 0.23% | +110,252+63.9% | Added |
| Millennium Management LLC | 281,032 | $21.8M | 0.02% | −618,677−68.8% | Reduced |
| Ensign Peak Advisors, Inc | 278,477 | $21.6M | 0.04% | −25,780−8.5% | Reduced |
| Natixis Advisors, L.P. | 278,258 | $21.6M | 0.03% | +92,383+49.7% | Added |
| State Board of Administration of Florida Retirement System | 256,447 | $19.9M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 252,695 | $19.6M | 0.02% | −53,760−17.5% | Reduced |
| American Century Companies Inc | 246,349 | $19.1M | 0.01% | +138,067+127.5% | Added |
| APG Asset Management N.V. | 271,474 | $18.3M | 0.06% | −14,734−5.1% | Reduced |
| Prudential Financial Inc | 232,875 | $18.1M | 0.02% | −499,295−68.2% | Reduced |
| Neuberger Berman Group LLC | 227,773 | $17.7M | 0.01% | +201,504+767.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 223,947 | $17.4M | 0.18% | +7,175+3.3% | Added |
| Hudson Bay Capital Management LP | 221,496 | $17.2M | 0.10% | −4,400−1.9% | Reduced |
| Verbena Value LP | 219,500 | $17.0M | 2.79% | −66,700−23.3% | Reduced |
| Man Group plc | 218,987 | $17.0M | 0.04% | +114,374+109.3% | Added |
| Tredje AP-fonden | 210,875 | $16.4M | 0.09% | +27,413+14.9% | Added |
| Korea Investment CORP | 209,785 | $16.3M | 0.03% | +67,434+47.4% | Added |
| Manufacturers Life Insurance Company, The | 205,321 | $15.9M | 0.01% | −10,993−5.1% | Reduced |
| New York State Teachers Retirement System | 204,396 | $15.9M | 0.03% | −5,001−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 203,828 | $15.8M | 0.01% | +103,922+104.0% | Added |
| Macquarie Group Ltd | 196,067 | $15.2M | 0.09% | −8,832−4.3% | Reduced |
| Wealthfront Advisers LLC | 192,795 | $15.0M | 0.03% | +19,397+11.2% | Added |
| Keybank National Association | 192,154 | $14.9M | 0.05% | −9,014−4.5% | Reduced |
| Gabelli Funds LLC | 189,617 | $14.7M | 0.10% | 00.0% | Unchanged |
| Great West Life Assurance Co | 188,641 | $14.7M | 0.03% | +3,457+1.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 188,108 | $14.6M | 0.04% | +650+0.3% | Added |
| Public Employees Retirement System of Ohio | 184,945 | $14.3M | 0.05% | −13,345−6.7% | Reduced |
| Asset Management One Co.,Ltd. | 178,841 | $13.9M | 0.04% | +2,092+1.2% | Added |
| Van Eck Associates Corp | 178,569 | $13.9M | 0.01% | +57,467+47.5% | Added |
| Epoch Investment Partners, Inc. | 175,763 | $13.6M | 0.08% | −5,817−3.2% | Reduced |
| State of Wisconsin Investment Board | 175,350 | $13.6M | 0.03% | +4,863+2.9% | Added |
| National Bank of Canada | 169,423 | $13.1M | 0.01% | −14,109−7.7% | Reduced |
| Worldquant Millennium Advisors LLC | 169,222 | $13.1M | 0.05% | −32,129−16.0% | Reduced |
| DnB Asset Management AS | 168,389 | $13.1M | 0.05% | +6,694+4.1% | Added |
| Omers Administration Corp | 165,939 | $12.9M | 0.08% | +2,950+1.8% | Added |
| Nisa Investment Advisors, LLC | 164,240 | $12.7M | 0.05% | −334−0.2% | Reduced |
| Mattern Capital Management, LLC | 159,660 | $12.4M | 1.48% | +38,952+32.3% | Added |
| Trillium Asset Management, LLC | 154,645 | $12.4M | 0.41% | +3,425+2.3% | Added |
| Fifth Third Bancorp | 156,210 | $12.1M | 0.02% | +118,442+313.6% | Added |
| Bruce & Co., Inc. | 156,000 | $12.1M | 3.46% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 156,222 | $11.9M | 0.02% | +98,106+168.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 153,234 | $11.9M | 0.03% | −4,712−3.0% | Reduced |
| Toroso Investments, LLC | 151,549 | $11.8M | 0.04% | +8,760+6.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 150,955 | $11.7M | 0.03% | −3,334−2.2% | Reduced |
| State of Tennessee, Treasury Department | 147,966 | $11.5M | 0.04% | +51,500+53.4% | Added |
| Bokf, NA | 144,587 | $11.2M | 0.17% | −1,827−1.2% | Reduced |
| Hennessy Advisors Inc | 141,098 | $10.9M | 0.40% | −4,600−3.2% | Reduced |
| Greenland Capital Management LP | 137,060 | $10.6M | 2.12% | −11,620−7.8% | Reduced |
| MetLife Investment Management | 136,899 | $10.6M | 0.05% | +6,771+5.2% | Added |
| Trexquant Investment LP | 133,399 | $10.3M | 0.07% | +78,593+143.4% | Added |
| Aventail Capital Group, LP | 132,732 | $10.3M | 0.50% | −96,103−42.0% | Reduced |
| Treasurer of the State of North Carolina | 129,566 | $10.1M | 0.03% | +2,765+2.2% | Added |
| Nomura Asset Management Co Ltd | 127,197 | $9.87M | 0.03% | +6,500+5.4% | Added |
| New York State Common Retirement Fund | 126,543 | $9.82M | 0.01% | +3,000+2.4% | Added |
| Nomura Holdings Inc | 125,422 | $9.73M | 0.08% | −31,219−19.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 124,651 | $9.66M | 0.05% | +3,949+3.3% | Added |
| Squarepoint Ops LLC | 123,478 | $9.58M | 0.02% | +115,368+1,422.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 119,266 | $9.25M | 0.09% | +5,012+4.4% | Added |
| Illinois Municipal Retirement Fund | 118,565 | $9.20M | 0.12% | +71,322+151.0% | Added |
| Toronto Dominion Bank | 117,647 | $9.13M | 0.02% | −239,004−67.0% | Reduced |
| Howe & Rusling Inc | 114,599 | $8.89M | 0.58% | +541+0.5% | Added |
| Brasada Capital Management, LP | 112,992 | $8.85M | 1.63% | −2,888−2.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 113,530 | $8.81M | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 107,541 | $8.34M | 0.01% | −1,088−1.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 107,180 | $8.32M | 0.01% | +107,180 | New |
| Nicholas Company, Inc. | 102,465 | $7.95M | 0.16% | −49,575−32.6% | Reduced |
| Creative Planning | 101,950 | $7.91M | 0.01% | +22,438+28.2% | Added |
| Holocene Advisors, LP | 101,269 | $7.86M | 0.02% | +86,613+591.0% | Added |
| Teacher Retirement System of Texas | 99,257 | $7.70M | 0.03% | +89,357+902.6% | Added |
| The PNC Financial Services Group, Inc. | 96,709 | $7.50M | 0.00% | +16,283+20.2% | Added |
| Daiwa Securities Group Inc. | 93,968 | $7.29M | 0.02% | +3,394+3.7% | Added |
| Cetera Investment Advisers | 93,777 | $7.28M | 0.01% | +9,469+11.2% | Added |
| Assetmark, Inc | 92,605 | $7.18M | 0.01% | −13,536−12.8% | Reduced |
| Two Sigma Investments, LP | 92,565 | $7.18M | 0.01% | −23,254−20.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 91,100 | $7.07M | 0.02% | +51,887+132.3% | Added |
| ASR Vermogensbeheer N.V. | 90,859 | $7.05M | 0.08% | +3,886+4.5% | Added |
| Verition Fund Management LLC | 88,543 | $6.87M | 0.07% | −249,684−73.8% | Reduced |
| SEI Investments Co | 87,818 | $6.81M | 0.01% | −1,314−1.5% | Reduced |
| Public Sector Pension Investment Board | 87,207 | $6.77M | 0.02% | −83,187−48.8% | Reduced |
| NewSquare Capital LLC | 86,611 | $6.72M | 0.59% | −1,857−2.1% | Reduced |
| First American Bank | 86,023 | $6.67M | 0.42% | +1,409+1.7% | Added |
| Citadel Advisors LLC | 85,557 | $6.64M | 0.00% | −1,669,348−95.1% | Reduced |
| CIBC Bancorp USA Inc. | 85,149 | $6.61M | 0.01% | +85,149 | New |
| Gotham Asset Management, LLC | 84,308 | $6.54M | 0.02% | +47,825+131.1% | Added |
| Czech National Bank | 83,452 | $6.47M | 0.04% | +3,208+4.0% | Added |
| Arizona State Retirement System | 82,722 | $6.42M | 0.04% | +627+0.8% | Added |
| Intact Investment Management Inc. | 80,700 | $6.26M | 0.18% | −1,000−1.2% | Reduced |
| New England Asset Management Inc | 80,210 | $6.22M | 0.79% | −3,255−3.9% | Reduced |
| State of Michigan Retirement System | 79,999 | $6.21M | 0.03% | +300+0.4% | Added |
| Swiss Life Asset Management Ltd | 75,542 | $5.86M | 0.03% | −4,767−5.9% | Reduced |
| State of New Jersey Common Pension Fund D | 75,497 | $5.86M | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 75,476 | $5.86M | 0.03% | −4,613−5.8% | Reduced |
| BTG Pactual Asset Management US LLC | 70,873 | $5.50M | 0.54% | +70,873 | New |
| Summit Global Investments | 70,243 | $5.45M | 0.32% | −6,743−8.8% | Reduced |