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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
Capital Innovations LLC––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Pinebridge Investments LLC––––Not filed
Gulf International Bank (UK) Ltd––––Not filed
Pacer Advisors, Inc.––––Not filed
Private Advisor Group, LLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Westpac Banking Corp––––Not filed
Baird Financial Group, Inc.––––Not filed
First Manhattan Co––––Not filed
First American Trust, FSB––––Not filed
Saudi Central Bank––––Not filed
Ilex Capital Partners (UK) LLP––––Not filed
Wedbush Securities Inc––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Blue Water Asset Management––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Jane Street Group, LLC––––Not filed
T. Rowe Price Investment Management, Inc.––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
Danske Bank A/S––––Not filed
Opus Investment Management Inc––––Not filed
Investment Management Corp of Ontario––––Not filed
Cim, LLC––––Not filed
Kentucky Retirement Systems––––Not filed
Bleakley Financial Group, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Gateway Investment Advisers LLC––––Not filed
Mather Group, LLC.––––Not filed
Portfolio Design Labs, LLC––––Not filed
Nykredit A/S––––Not filed
Ascent Group, LLC––––Not filed
Huntington National Bank––––Not filed
Nordea Investment Management AB––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Ofi Invest Asset Management––––Not filed
Cox Capital Mgt LLC––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
RIA Advisory Group LLC––––Not filed
Hartford Investment Management Co––––Not filed
BI Asset Management Fondsmaeglerselskab A/S––––Not filed
GAMMA Investing LLC––––Not filed
Maryland State Retirement & Pension System––––Not filed
Louisiana State Employees Retirement System––––Not filed
Norinchukin Bank, The––––Not filed
Vise Technologies, Inc.––––Not filed
Bryn Mawr Trust Co––––Not filed
Empowered Funds, LLC––––Not filed
New Mexico Educational Retirement Board––––Not filed
Lido Advisors, LLC––––Not filed
Omers Administration Corp––––Not filed
Nomura Holdings Inc––––Not filed
Royal London Asset Management Ltd––––Not filed
Squarepoint Ops LLC––––Not filed
Allianz Asset Management GmbH––––Not filed
Mirador Capital Partners LP––––Not filed
Vident Advisory, LLC––––Not filed
Metis Global Partners, LLC––––Not filed
Fiduciary Trust Co––––Not filed
Vestcor Inc––––Not filed
Centennial Wealth Advisory LLC––––Not filed
MML Investors Services, LLC––––Not filed
Summit Financial, LLC––––Not filed
Chesley Taft & Associates LLC––––Not filed
USS Investment Management Ltd––––Not filed
Global Retirement Partners, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
Icon Advisers Inc––––Not filed
Horizon Kinetics Asset Management LLC––––Not filed
Dark Forest Capital Management LP––––Not filed
MUFG Securities EMEA plc––––Not filed
Thrivent Financial for Lutherans––––Not filed
Horizon Investments, LLC––––Not filed
ASR Vermogensbeheer N.V.––––Not filed
Braeburn Wealth Management LLC––––Not filed
Exchange Traded Concepts, LLC––––Not filed
V-Square Quantitative Management LLC––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Blair William & Co––––Not filed
Greenleaf Trust––––Not filed
Brown Brothers Harriman & Co––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Quadrant Capital Group LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Frec Markets, Inc.––––Not filed
Los Angeles Capital Management LLC––––Not filed
Integrated Investment Consultants, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
SBI Okasan Asset Management Co.Ltd.––––Not filed
Empirical Finance, LLC––––Not filed
Jmac Enterprises LLC––––Not filed
Axq Capital, LP––––Not filed
Blueshift Asset Management, LLC––––Not filed
BLB&B Advisors, LLC––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Sumitomo Life Insurance Co––––Not filed
Canton Hathaway, LLC––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Bessemer Group Inc––––Not filed