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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 69,434 | $5.39M | 0.04% | +6,247+9.9% | Added |
| SilverOak Wealth Management LLC | 68,825 | $5.34M | 0.84% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 67,017 | $5.20M | 0.04% | −277−0.4% | Reduced |
| Jones Financial Companies LLLP | 66,719 | $5.08M | 0.00% | +60,733+1,014.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 65,544 | $5.08M | 0.01% | +9,786+17.6% | Added |
| Retirement Systems of Alabama | 65,070 | $5.05M | 0.02% | +330+0.5% | Added |
| Voya Investment Management LLC | 64,146 | $4.98M | 0.01% | −12,740−16.6% | Reduced |
| Vestcor Inc | 63,675 | $4.94M | 0.14% | +25,476+66.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 62,589 | $4.86M | 0.27% | +11,820+23.3% | Added |
| Benjamin Edwards Inc | 62,480 | $4.85M | 0.05% | +1,212+2.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 60,707 | $4.71M | 0.13% | +134+0.2% | Added |
| Captrust Financial Advisors | 60,247 | $4.67M | 0.01% | +3,743+6.6% | Added |
| Capitolis Liquid Global Markets LLC | 60,215 | $4.67M | 0.03% | +60,215 | New |
| Canada Post Corp Registered Pension Plan | 60,069 | $4.66M | 0.19% | 00.0% | Unchanged |
| Woodline Partners LP | 59,936 | $4.65M | 0.02% | +8,105+15.6% | Added |
| Stifel Financial Corp | 59,044 | $4.58M | 0.00% | −14,390−19.6% | Reduced |
| Amalgamated Bank | 58,087 | $4.51M | 0.03% | +1,783+3.2% | Added |
| Xponance, Inc. | 57,086 | $4.43M | 0.03% | +7,194+14.4% | Added |
| Martingale Asset Management L P | 56,311 | $4.37M | 0.11% | +11,538+25.8% | Added |
| Agf Management Ltd | 55,981 | $4.34M | 0.02% | +7,900+16.4% | Added |
| Entropy Technologies, LP | 54,041 | $4.19M | 0.19% | +45,412+526.3% | Added |
| Commonwealth Equity Services, LLC | 53,716 | $4.17M | 0.01% | −3,006−5.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 51,573 | $4.00M | 0.23% | +51,573 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,931 | $3.95M | 0.03% | +1,429+2.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 50,588 | $3.92M | 0.00% | +14,428+39.9% | Added |
| Advisor Group Holdings, Inc. | 50,369 | $3.91M | 0.01% | −1,805−3.5% | Reduced |
| Utah Retirement Systems | 49,262 | $3.82M | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 49,074 | $3.81M | 0.13% | +7,439+17.9% | Added |
| La Banque Postale Asset Management SA | 48,268 | $3.74M | 0.05% | +48,268 | New |
| Glenmede Trust Co NA | 47,417 | $3.68M | 0.02% | +5,585+13.4% | Added |
| Yousif Capital Management, LLC | 47,098 | $3.65M | 0.04% | −575−1.2% | Reduced |
| ProShare Advisors LLC | 46,938 | $3.64M | 0.01% | −10,966−18.9% | Reduced |
| Mariner, LLC | 46,560 | $3.61M | 0.00% | +5,820+14.3% | Added |
| CWM Advisors, LLC | 46,495 | $3.61M | 0.21% | +12,637+37.3% | Added |
| Private Advisor Group, LLC | 46,181 | $3.58M | 0.02% | −5,583−10.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 45,739 | $3.55M | 0.03% | +182+0.4% | Added |
| NEOS Investment Management LLC | 45,622 | $3.54M | 0.02% | +2,722+6.3% | Added |
| JustInvest LLC | 45,340 | $3.52M | 0.03% | +818+1.8% | Added |
| Rakuten Investment Management, Inc. | 45,371 | $3.50M | 0.01% | +5,549+13.9% | Added |
| Pathstone Holdings, LLC | 43,141 | $3.35M | 0.01% | −1,456−3.3% | Reduced |
| New York Life Investment Management LLC | 42,475 | $3.30M | 0.03% | +835+2.0% | Added |
| British Columbia Investment Management Corp | 41,942 | $3.25M | 0.02% | −11,052−20.9% | Reduced |
| Hilton Capital Management, LLC | 41,033 | $3.18M | 0.24% | +11,681+39.8% | Added |
| O'Shaughnessy Asset Management, LLC | 40,549 | $3.15M | 0.02% | +8,106+25.0% | Added |
| Nissay Asset Management Corp | 39,927 | $3.10M | 0.02% | +1,242+3.2% | Added |
| Susquehanna International Group, LLP | 39,539 | $3.07M | 0.00% | −53,784−57.6% | Reduced |
| USS Investment Management Ltd | 39,209 | $3.04M | 0.01% | +6,435+19.6% | Added |
| Landscape Capital Management, L.L.C. | 38,722 | $3.00M | 0.19% | +27,924+258.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,048 | $2.99M | 0.01% | −932−2.4% | Reduced |
| Mackenzie Financial Corp | 38,422 | $2.98M | 0.00% | +5,103+15.3% | Added |
| Brinker Capital Investments, LLC | 38,256 | $2.97M | 0.03% | −2,645−6.5% | Reduced |
| Graham Capital Management, L.P. | 38,184 | $2.96M | 0.10% | −80,564−67.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 37,189 | $2.89M | 0.00% | +2,224+6.4% | Added |
| Colony Group, LLC | 36,800 | $2.86M | 0.00% | −2,343−6.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 36,713 | $2.85M | 0.01% | +218+0.6% | Added |
| Intech Investment Management LLC | 36,236 | $2.81M | 0.03% | −21,997−37.8% | Reduced |
| SummitTX Capital, L.P. | 35,643 | $2.77M | 0.09% | −37,303−51.1% | Reduced |
| Bridgewater Associates, LP | 35,626 | $2.76M | 0.01% | −30,463−46.1% | Reduced |
| OP Asset Management Ltd | 35,504 | $2.75M | 0.03% | −2,461−6.5% | Reduced |
| Oregon Public Employees Retirement Fund | 35,129 | $2.73M | 0.04% | +300+0.9% | Added |
| Sanctuary Advisors, LLC | 34,869 | $2.71M | 0.01% | +860+2.5% | Added |
| Sigma Planning Corp | 34,372 | $2.67M | 0.07% | +951+2.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 32,898 | $2.55M | 0.04% | −16,814−33.8% | Reduced |
| Mutual of America Capital Management LLC | 32,585 | $2.53M | 0.03% | −85−0.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 32,517 | $2.52M | 0.33% | −1,304−3.9% | Reduced |
| HB Wealth Management, LLC | 32,316 | $2.51M | 0.02% | +3,765+13.2% | Added |
| Vinva Investment Management Ltd | 32,469 | $2.51M | 0.03% | −3,139−8.8% | Reduced |
| Mercer Global Advisors Inc | 31,786 | $2.47M | 0.00% | +4,499+16.5% | Added |
| Pacer Advisors, Inc. | 31,402 | $2.44M | 0.01% | −7,960−20.2% | Reduced |
| Gateway Investment Advisers LLC | 31,361 | $2.43M | 0.03% | +6,858+28.0% | Added |
| State of Alaska, Department of Revenue | 31,052 | $2.41M | 0.03% | +885+2.9% | Added |
| Siemens Fonds Invest GmbH | 30,223 | $2.34M | 0.13% | +260+0.9% | Added |
| Allstate Corp | 29,741 | $2.31M | 0.02% | +9,701+48.4% | Added |
| Steward Partners Investment Advisory, LLC | 29,576 | $2.29M | 0.01% | +1,087+3.8% | Added |
| Cerity Partners LLC | 29,467 | $2.29M | 0.00% | −2,857−8.8% | Reduced |
| Banque Pictet & Cie SA | 29,328 | $2.28M | 0.03% | +29,328 | New |
| KBC Group NV | 28,993 | $2.25M | 0.01% | +1,877+6.9% | Added |
| Janney Montgomery Scott LLC | 28,488 | $2.21M | 0.01% | −2,997−9.5% | Reduced |
| CIBC World Markets Inc. | 28,280 | $2.19M | 0.00% | +2,981+11.8% | Added |
| Venture Visionary Partners LLC | 27,518 | $2.13M | 0.07% | −40.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 27,177 | $2.11M | 0.02% | −335,488−92.5% | Reduced |
| Credit Agricole S A | 26,859 | $2.08M | 0.01% | −92,491−77.5% | Reduced |
| Advisors Asset Management, Inc. | 26,687 | $2.07M | 0.03% | +2,761+11.5% | Added |
| WealthTrust Axiom LLC | 26,400 | $2.05M | 0.50% | 00.0% | Unchanged |
| GWM Advisors LLC | 26,328 | $2.04M | 0.01% | +174+0.7% | Added |
| Nicholson Wealth Management Group, LLC | 25,652 | $1.99M | 1.16% | +681+2.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,400 | $1.97M | 0.01% | +25,400 | New |
| Gamco Investors, Inc. Et Al | 25,202 | $1.96M | 0.02% | +20.0% | Added |
| National Pension Service | 24,966 | $1.94M | 0.00% | +10,829+76.6% | Added |
| Rafferty Asset Management, LLC | 24,796 | $1.92M | 0.01% | −8,717−26.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,721 | $1.92M | 0.03% | −775−3.0% | Reduced |
| Baird Financial Group, Inc. | 24,471 | $1.90M | 0.00% | +26+0.1% | Added |
| Ramirez Asset Management, Inc. | 24,114 | $1.87M | 0.22% | −90−0.4% | Reduced |
| First American Trust, FSB | 23,945 | $1.86M | 0.12% | −103,761−81.2% | Reduced |
| Gulf International Bank (UK) Ltd | 23,723 | $1.84M | 0.04% | +9,282+64.3% | Added |
| Summit Trail Advisors, LLC | 23,589 | $1.83M | 0.03% | +7,473+46.4% | Added |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.82M | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 23,000 | $1.78M | 0.35% | +1,300+6.0% | Added |
| Jane Street Group, LLC | 22,466 | $1.74M | 0.00% | +10,376+85.8% | Added |
| First Manhattan Co | 22,073 | $1.71M | 0.00% | −1,551−6.6% | Reduced |