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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 21,972 | $1.70M | 0.02% | +283+1.3% | Added |
| Investment Management Corp of Ontario | 21,764 | $1.69M | 0.02% | +1,500+7.4% | Added |
| Pinebridge Investments LLC | 21,749 | $1.69M | 0.01% | +5,678+35.3% | Added |
| Mather Group, LLC. | 21,683 | $1.68M | 0.02% | −3,826−15.0% | Reduced |
| CWM, LLC | 21,594 | $1.68M | 0.00% | +5,377+33.2% | Added |
| Machina Capital S.A.S. | 21,558 | $1.67M | 0.33% | −13,333−38.2% | Reduced |
| Blue Sparrow, LLC | 21,520 | $1.67M | 0.03% | +21,520 | New |
| Cambridge Investment Research Advisors, Inc. | 21,486 | $1.67M | 0.00% | −1,124−5.0% | Reduced |
| Aquatic Capital Management LLC | 20,831 | $1.62M | 0.05% | +13,957+203.0% | Added |
| XTX Topco Ltd | 20,624 | $1.60M | 0.03% | +14,442+233.6% | Added |
| Oak Thistle LLC | 20,567 | $1.60M | 0.15% | −32,118−61.0% | Reduced |
| TD Waterhouse Canada Inc. | 20,402 | $1.59M | 0.00% | +19,293+1,739.7% | Added |
| Crossmark Global Holdings, Inc. | 20,346 | $1.58M | 0.02% | −262−1.3% | Reduced |
| Norinchukin Bank, The | 20,173 | $1.57M | 0.02% | +250+1.3% | Added |
| Blue Water Asset Management | 20,073 | $1.56M | 0.54% | +34+0.2% | Added |
| LeClair Wealth Partners LLC | 20,073 | $1.56M | 0.54% | +20,073 | New |
| Opus Investment Management Inc | 20,000 | $1.55M | 0.93% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 19,850 | $1.54M | 0.02% | +19,850 | New |
| T. Rowe Price Investment Management, Inc. | 19,805 | $1.54M | 0.00% | −3,340−14.4% | Reduced |
| Wedbush Securities Inc | 19,496 | $1.51M | 0.04% | +311+1.6% | Added |
| Cim, LLC | 19,429 | $1.51M | 0.22% | −132−0.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 18,972 | $1.47M | 0.00% | +18,972 | New |
| Mizuho Securities USA LLC | 18,525 | $1.44M | 0.03% | −3,634−16.4% | Reduced |
| Westpac Banking Corp | 18,343 | $1.42M | 0.10% | +18,343 | New |
| Lido Advisors, LLC | 18,123 | $1.41M | 0.01% | +174+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 17,870 | $1.39M | 0.00% | −1,068−5.6% | Reduced |
| Bleakley Financial Group, LLC | 17,800 | $1.38M | 0.02% | +749+4.4% | Added |
| Alps Advisors Inc | 17,535 | $1.36M | 0.01% | +1,128+6.9% | Added |
| DRW Securities, LLC | 17,290 | $1.34M | 0.07% | +17,290 | New |
| Hartford Investment Management Co | 17,209 | $1.34M | 0.04% | −372−2.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,195 | $1.33M | 0.01% | −4,932−22.3% | Reduced |
| Huntington National Bank | 17,165 | $1.33M | 0.01% | −122−0.7% | Reduced |
| Equitable Holdings, Inc. | 17,143 | $1.33M | 0.01% | +17,143 | New |
| Skopos Labs, Inc. | 17,138 | $1.33M | 0.04% | +6,611+62.8% | Added |
| Los Angeles Capital Management LLC | 17,038 | $1.32M | 0.01% | +14,072+474.4% | Added |
| Nordea Investment Management AB | 17,218 | $1.32M | 0.00% | +503+3.0% | Added |
| Fideuram Asset Management (Ireland) dac | 18,299 | $1.30M | 0.17% | +17,131+1,466.7% | Added |
| Ascent Group, LLC | 16,798 | $1.30M | 0.05% | −5,293−24.0% | Reduced |
| Portfolio Design Labs, LLC | 16,708 | $1.30M | 0.23% | −7,664−31.4% | Reduced |
| Danske Bank A/S | 16,500 | $1.28M | 0.00% | +5,900+55.7% | Added |
| Ofi Invest Asset Management | 16,048 | $1.25M | 0.02% | +6,827+74.0% | Added |
| Tounjian Advisory Partners, LLC | 15,626 | $1.21M | 0.44% | +280+1.8% | Added |
| Louisiana State Employees Retirement System | 15,600 | $1.21M | 0.02% | +100+0.6% | Added |
| RIA Advisory Group LLC | 15,401 | $1.19M | 0.29% | +1,479+10.6% | Added |
| Maryland State Retirement & Pension System | 15,369 | $1.19M | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 15,162 | $1.18M | 0.03% | +83+0.6% | Added |
| Sequoia Financial Advisors, LLC | 15,153 | $1.18M | 0.01% | +1,212+8.7% | Added |
| GAMMA Investing LLC | 15,150 | $1.18M | 0.05% | +804+5.6% | Added |
| Royal London Asset Management Ltd | 14,846 | $1.15M | 0.00% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 14,691 | $1.14M | 0.16% | +205+1.4% | Added |
| WBI Investments | 14,651 | $1.14M | 0.31% | +14,651 | New |
| Millington Securities, LLC | 14,651 | $1.14M | 0.31% | +14,651 | New |
| Allianz Asset Management GmbH | 14,591 | $1.13M | 0.00% | −2,130−12.7% | Reduced |
| Vident Advisory, LLC | 14,258 | $1.11M | 0.01% | +1,138+8.7% | Added |
| Fiduciary Trust Co | 13,995 | $1.09M | 0.01% | −37−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 13,888 | $1.08M | 0.05% | +1,982+16.6% | Added |
| New Mexico Educational Retirement Board | 13,810 | $1.07M | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,258 | $1.03M | 0.01% | +13,258 | New |
| Vise Technologies, Inc. | 14,243 | $996.0K | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 12,831 | $995.4K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 12,697 | $985.0K | 0.29% | +12,697 | New |
| MUFG Securities EMEA plc | 12,562 | $974.6K | 0.01% | +86+0.7% | Added |
| Braeburn Wealth Management LLC | 12,509 | $970.5K | 0.55% | +246+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 12,458 | $966.5K | 0.00% | +305+2.5% | Added |
| Smartleaf Asset Management LLC | 12,414 | $958.5K | 0.03% | −411−3.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,281 | $952.8K | 0.01% | +3,621+41.8% | Added |
| Summit Financial, LLC | 12,203 | $946.7K | 0.01% | −189−1.5% | Reduced |
| Icon Advisers Inc | 12,200 | $946.5K | 0.22% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,197 | $946.2K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,164 | $944.0K | 0.00% | +69+0.6% | Added |
| Exchange Traded Concepts, LLC | 11,931 | $925.6K | 0.01% | −446−3.6% | Reduced |
| Horizon Investments, LLC | 11,816 | $909.6K | 0.01% | +246+2.1% | Added |
| LMR Partners LLP | 11,666 | $905.0K | 0.01% | +5,641+93.6% | Added |
| Hantz Financial Services, Inc. | 11,599 | $900.0K | 0.01% | +2,132+22.5% | Added |
| United Capital Financial Advisers, LLC | 11,465 | $889.4K | 0.01% | +2,362+25.9% | Added |
| Saudi Central Bank | 11,233 | $871.5K | 0.02% | +11,233 | New |
| V-Square Quantitative Management LLC | 11,209 | $869.6K | 0.09% | +380+3.5% | Added |
| MML Investors Services, LLC | 11,097 | $860.9K | 0.00% | −972−8.1% | Reduced |
| Axq Capital, LP | 11,059 | $858.0K | 0.11% | +11,059 | New |
| Integrated Investment Consultants, LLC | 10,922 | $847.3K | 0.18% | +61+0.6% | Added |
| Sumitomo Life Insurance Co | 10,718 | $831.5K | 0.02% | +344+3.3% | Added |
| Greenleaf Trust | 10,625 | $824.3K | 0.01% | −431−3.9% | Reduced |
| Quadrant Capital Group LLC | 10,589 | $821.5K | 0.02% | +6,330+148.6% | Added |
| Kestra Advisory Services, LLC | 10,509 | $815.3K | 0.00% | +987+10.4% | Added |
| Profund Advisors LLC | 10,454 | $811.0K | 0.03% | −4,651−30.8% | Reduced |
| Centennial Wealth Advisory LLC | 10,397 | $806.7K | 0.20% | +661+6.8% | Added |
| New Age Alpha Advisors, LLC | 10,372 | $804.7K | 0.04% | +10,028+2,915.1% | Added |
| BLB&B Advisors, LLC | 10,294 | $798.6K | 0.03% | −110−1.1% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 10,300 | $795.3K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10,200 | $791.3K | 0.01% | −7,743−43.2% | Reduced |
| Ethic Inc. | 10,136 | $786.3K | 0.01% | +1,337+15.2% | Added |
| Empirical Finance, LLC | 10,057 | $780.2K | 0.04% | −50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 10,019 | $777.3K | 0.02% | +3,601+56.1% | Added |
| Canton Hathaway, LLC | 10,000 | $775.8K | 0.16% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 10,000 | $775.8K | 0.15% | +3,200+47.1% | Added |
| Elevated Capital Advisors, LLC | 9,901 | $768.1K | 0.19% | −1,858−15.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,804 | $760.6K | 0.01% | +80+0.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 9,591 | $744.1K | 0.03% | +9,591 | New |
| Tokio Marine Asset Management Co Ltd | 9,520 | $738.6K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 9,471 | $734.8K | 0.01% | 00.0% | Unchanged |