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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.

Other share classesCMSACMSCCMSDCMS.PC

13F holders, Q3 2026

Institutional positions in CMS Energy Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
5
0 vs. Q2 2026
Shares held
10.7K
−973 (−8.4%) vs. Q2 2026
Total value
$672.5K
−$216.8K (−24.4%) vs. Q2 2026
New holders
1
1 more added
Sold out
1
2 more reduced

816 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value held
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2026.

Institutions holding CMS in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Silverleafe Capital Partners, LLC5,000$315.4K0.09%00.0%Unchanged
CX Institutional4,146$262.0K0.01%+262+6.7%Added
Versant Capital Management, Inc1,298$81.9K0.01%−1,382−51.6%Reduced
GoalVest Advisory LLC192$12.1K0.00%+192New
Planning Strategies Inc.18$1.14K0.00%−6−25.0%Reduced
Noble Wealth Management PBC0$00.00%−39−100.0%Sold out
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
Vanguard Portfolio Management LLC––––Not filed
State Street Corp––––Not filed
JPMorgan Chase & Co––––Not filed
Wellington Management Group LLP––––Not filed
Geode Capital Management, LLC––––Not filed
Deutsche Bank AG––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
Invesco Ltd.––––Not filed
Massachusetts Financial Services Co––––Not filed
Victory Capital Management Inc––––Not filed
Ameriprise Financial Inc––––Not filed
Capital International Investors––––Not filed
Wells Fargo & Company––––Not filed
Goldman Sachs Group Inc––––Not filed
Norges Bank––––Not filed
GQG Partners LLC––––Not filed
Pictet Asset Management Holding SA––––Not filed
Morgan Stanley––––Not filed
Bank of America Corp––––Not filed
UBS Asset Management Americas Inc––––Not filed
FIL Ltd––––Not filed
Northern Trust Corp––––Not filed
Magellan Asset Management Ltd––––Not filed
Legal & General Group Plc––––Not filed
Lord, Abbett & Co. LLC––––Not filed
Bank of New York Mellon Corp––––Not filed
Parnassus Investments––––Not filed
Barclays PLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Reaves W H & Co Inc––––Not filed
AQR Capital Management LLC––––Not filed
Franklin Resources Inc––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Raymond James Financial Inc––––Not filed
UBS Group AG––––Not filed
Price T Rowe Associates Inc––––Not filed
Dimensional Fund Advisors LP––––Not filed
Jennison Associates LLC––––Not filed
Duff & Phelps Investment Management Co––––Not filed
Balyasny Asset Management LLC––––Not filed
iA Global Asset Management Inc.––––Not filed
Amundi––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
Cohen & Steers, Inc.––––Not filed
Nomura Asset Management International Inc.––––Not filed
PFA Pension, Forsikringsaktieselskab––––Not filed
HSBC Holdings PLC––––Not filed
Bahl & Gaynor Inc––––Not filed
Soroban Capital Partners LP––––Not filed
Vaughan Nelson Investment Management, L.P.––––Not filed
Royal Bank of Canada––––Not filed
Nuveen, LLC––––Not filed
Soros Fund Management LLCSuperinvestorSoros Fund Management––––Not filed
Aviva PLC––––Not filed
UniSuper Management Pty Ltd––––Not filed
Swiss National Bank––––Not filed
Standard Life Aberdeen plc––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
First Trust Advisors LP––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Quantinno Capital Management LP––––Not filed
Energy Income Partners, LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Vanguard Global Advisers, LLC––––Not filed
FMR LLC––––Not filed
Rhumbline Advisers––––Not filed
Bank of Montreal––––Not filed
Bank of Nova Scotia––––Not filed
TD Asset Management Inc––––Not filed
Cbre Clarion Securities LLC––––Not filed
Rockefeller Capital Management L.P.––––Not filed
ING Groep NV––––Not filed
Miller Howard Investments Inc––––Not filed
Voloridge Investment Management, LLC––––Not filed
1832 Asset Management L.P.––––Not filed
California Public Employees Retirement System––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Assenagon Asset Management S.A.––––Not filed
Qube Research & Technologies Ltd––––Not filed
Thiel Macro LLC––––Not filed
LPL Financial LLC––––Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys––––Not filed
Retirement Systems of Alabama––––Not filed
Partners Group Holding AG––––Not filed
Tredje AP-fonden––––Not filed
Citigroup Inc––––Not filed
Envestnet Asset Management Inc––––Not filed
CIBC Bancorp USA Inc.––––Not filed
RWC Asset Management LLP––––Not filed
Fisher Funds Management LTD––––Not filed
Jupiter Topco LLC––––Not filed