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, Q2 2026
Institutional positions in CMS Energy Corp as of Jun 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
- Institutional holders
- 821
- +25 vs. Q1 2026
- Shares held
- 315.4M
- +18.3M (+6.1%) vs. Q1 2026
- Total value
- $24.2B
- +$1.11B (+4.8%) vs. Q1 2026
- New holders
- 106
- 337 more added
- Sold out
- 81
- 241 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 18,542 | $1.42M | 0.00% | +672+3.8% | Added |
| Bleakley Financial Group, LLC | 18,994 | $1.45M | 0.02% | +1,194+6.7% | Added |
| Kentucky Retirement Systems | 19,105 | $1.46M | 0.04% | −2,856−13.0% | Reduced |
| Cim, LLC | 19,347 | $1.48M | 0.19% | −82−0.4% | Reduced |
| Investment Management Corp of Ontario | 19,664 | $1.50M | 0.02% | −2,100−9.6% | Reduced |
| Opus Investment Management Inc | 20,000 | $1.53M | 0.84% | 00.0% | Unchanged |
| Danske Bank A/S | 20,000 | $1.53M | 0.00% | +3,500+21.2% | Added |
| Fideuram Asset Management (Ireland) dac | 20,506 | $1.54M | 0.03% | +2,207+12.1% | Added |
| T. Rowe Price Investment Management, Inc. | 20,346 | $1.56M | 0.00% | +541+2.7% | Added |
| Jane Street Group, LLC | 20,437 | $1.56M | 0.00% | −2,029−9.0% | Reduced |
| Crossmark Global Holdings, Inc. | 20,626 | $1.58M | 0.02% | +280+1.4% | Added |
| Blue Water Asset Management | 20,777 | $1.59M | 0.51% | +704+3.5% | Added |
| Meeder Advisory Services, Inc. | 20,916 | $1.60M | 0.06% | +7,028+50.6% | Added |
| Wedbush Securities Inc | 21,130 | $1.62M | 0.04% | +1,634+8.4% | Added |
| Ilex Capital Partners (UK) LLP | 21,421 | $1.64M | 0.03% | +21,421 | New |
| Saudi Central Bank | 21,560 | $1.65M | 0.02% | +10,327+91.9% | Added |
| First American Trust, FSB | 21,949 | $1.68M | 0.10% | −1,996−8.3% | Reduced |
| First Manhattan Co | 22,073 | $1.69M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,334 | $1.71M | 0.00% | −2,137−8.7% | Reduced |
| Westpac Banking Corp | 22,343 | $1.71M | 0.11% | +4,000+21.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,406 | $1.71M | 0.00% | +920+4.3% | Added |
| Private Advisor Group, LLC | 22,526 | $1.72M | 0.01% | −23,655−51.2% | Reduced |
| Pacer Advisors, Inc. | 22,984 | $1.76M | 0.00% | −8,418−26.8% | Reduced |
| Gulf International Bank (UK) Ltd | 23,182 | $1.77M | 0.03% | −541−2.3% | Reduced |
| Pinebridge Investments LLC | 23,330 | $1.78M | 0.01% | +1,581+7.3% | Added |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.79M | 0.01% | 00.0% | Unchanged |
| Capital Innovations LLC | 23,622 | $1.81M | 0.47% | +23,622 | New |
| Group One Trading, L.P. | 23,663 | $1.81M | 0.05% | +23,598+36,304.6% | Added |
| Spirit of America Management Corp | 23,750 | $1.82M | 0.34% | +750+3.3% | Added |
| Ramirez Asset Management, Inc. | 24,107 | $1.84M | 0.19% | −70.0% | Reduced |
| Mizuho Securities USA LLC | 24,185 | $1.85M | 0.03% | +5,660+30.6% | Added |
| Atria Investments LLC | 24,292 | $1.86M | 0.02% | +2,320+10.6% | Added |
| Gamco Investors, Inc. Et Al | 24,600 | $1.88M | 0.02% | −602−2.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,721 | $1.89M | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 25,109 | $1.92M | 0.02% | −11,127−30.7% | Reduced |
| Janney Montgomery Scott LLC | 25,156 | $1.92M | 0.00% | −3,332−11.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 25,189 | $1.93M | 1.14% | −463−1.8% | Reduced |
| Summit Trail Advisors, LLC | 25,269 | $1.93M | 0.02% | +1,680+7.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,400 | $1.94M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 25,801 | $1.97M | 0.01% | +10,648+70.3% | Added |
| Two Sigma Securities, LLC | 26,206 | $2.00M | 0.17% | +20,295+343.3% | Added |
| WealthTrust Axiom LLC | 26,400 | $2.02M | 0.45% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 26,488 | $2.03M | 0.01% | −14,061−34.7% | Reduced |
| IMC-Chicago, LLC | 26,820 | $2.05M | 0.02% | +26,820 | New |
| Millennium Management LLC | 26,905 | $2.06M | 0.00% | −254,127−90.4% | Reduced |
| Venture Visionary Partners LLC | 27,458 | $2.10M | 0.06% | −60−0.2% | Reduced |
| Jefferies Financial Group Inc. | 27,532 | $2.11M | 0.02% | +27,532 | New |
| GWM Advisors LLC | 27,585 | $2.11M | 0.01% | +1,257+4.8% | Added |
| Steward Partners Investment Advisory, LLC | 28,289 | $2.16M | 0.01% | −1,287−4.4% | Reduced |
| State of Alaska, Department of Revenue | 30,269 | $2.31M | 0.02% | −783−2.5% | Reduced |
| KBC Group NV | 30,336 | $2.32M | 0.01% | +1,343+4.6% | Added |
| Allstate Corp | 30,600 | $2.34M | 0.02% | +859+2.9% | Added |
| Advisors Asset Management, Inc. | 31,248 | $2.39M | 0.04% | +4,561+17.1% | Added |
| Quadrature Capital Ltd | 31,312 | $2.40M | 0.02% | +11,462+57.7% | Added |
| Mutual of America Capital Management LLC | 31,815 | $2.43M | 0.02% | −770−2.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 32,358 | $2.48M | 0.29% | −159−0.5% | Reduced |
| Sivia Capital Partners, LLC | 33,148 | $2.54M | 0.31% | +33,148 | New |
| HB Wealth Management, LLC | 33,781 | $2.58M | 0.01% | +1,465+4.5% | Added |
| Two Sigma Investments, LP | 33,846 | $2.59M | 0.00% | −58,719−63.4% | Reduced |
| Rafferty Asset Management, LLC | 34,121 | $2.61M | 0.01% | +9,325+37.6% | Added |
| Summit Global Investments | 34,813 | $2.66M | 0.15% | −35,430−50.4% | Reduced |
| Kestra Advisory Services, LLC | 35,435 | $2.71M | 0.01% | +24,926+237.2% | Added |
| Schroder Investment Management Group | 35,329 | $2.75M | 0.00% | −289,573−89.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,433 | $2.79M | 0.00% | −756−2.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 36,603 | $2.80M | 0.01% | −110−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 37,240 | $2.85M | 0.14% | +7,017+23.2% | Added |
| Vinva Investment Management Ltd | 36,591 | $2.85M | 0.02% | +4,122+12.7% | Added |
| Credit Agricole S A | 37,761 | $2.89M | 0.01% | +10,902+40.6% | Added |
| Oregon Public Employees Retirement Fund | 37,986 | $2.91M | 0.03% | +2,857+8.1% | Added |
| Alps Advisors Inc | 38,282 | $2.93M | 0.01% | +20,747+118.3% | Added |
| Aquatic Capital Management LLC | 38,405 | $2.94M | 0.10% | +17,574+84.4% | Added |
| Mackenzie Financial Corp | 38,991 | $2.98M | 0.00% | +569+1.5% | Added |
| Sanctuary Advisors, LLC | 39,132 | $2.99M | 0.01% | +4,263+12.2% | Added |
| Brinker Capital Investments, LLC | 39,229 | $3.00M | 0.02% | +973+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 39,259 | $3.00M | 0.00% | −11,329−22.4% | Reduced |
| Mercer Global Advisors Inc | 39,375 | $3.01M | 0.00% | +7,589+23.9% | Added |
| Sigma Planning Corp | 39,672 | $3.03M | 0.08% | +5,300+15.4% | Added |
| Nissay Asset Management Corp | 41,860 | $3.20M | 0.01% | +1,933+4.8% | Added |
| National Pension Service | 42,256 | $3.23M | 0.00% | +17,290+69.3% | Added |
| New York Life Investment Management LLC | 42,928 | $3.28M | 0.02% | +453+1.1% | Added |
| Hilton Capital Management, LLC | 43,078 | $3.30M | 0.22% | +2,045+5.0% | Added |
| OP Asset Management Ltd | 43,725 | $3.34M | 0.04% | +8,221+23.2% | Added |
| Logan Capital Management Inc | 44,958 | $3.44M | 0.13% | +44,958 | New |
| Police & Firemen's Retirement System of New Jersey | 44,965 | $3.44M | 0.03% | −774−1.7% | Reduced |
| Yousif Capital Management, LLC | 45,658 | $3.49M | 0.04% | −1,440−3.1% | Reduced |
| British Columbia Investment Management Corp | 46,176 | $3.53M | 0.02% | +4,234+10.1% | Added |
| JustInvest LLC | 46,457 | $3.55M | 0.03% | +1,117+2.5% | Added |
| Utah Retirement Systems | 46,681 | $3.57M | 0.03% | −2,581−5.2% | Reduced |
| Cerity Partners LLC | 46,727 | $3.57M | 0.00% | +17,260+58.6% | Added |
| Advisor Group Holdings, Inc. | 46,796 | $3.58M | 0.00% | −3,573−7.1% | Reduced |
| Pathstone Holdings, LLC | 47,744 | $3.66M | 0.01% | +4,603+10.7% | Added |
| Agf Management Ltd | 48,739 | $3.73M | 0.01% | −7,242−12.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 52,542 | $3.76M | 0.01% | +14,494+38.1% | Added |
| ProShare Advisors LLC | 49,290 | $3.77M | 0.01% | +2,352+5.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,851 | $3.81M | 0.03% | −1,080−2.1% | Reduced |
| Flputnam Investment Management Co | 50,096 | $3.83M | 0.05% | +50,096 | New |
| NEOS Investment Management LLC | 50,112 | $3.83M | 0.01% | +4,490+9.8% | Added |
| CIBC World Markets Inc. | 50,179 | $3.84M | 0.01% | +21,899+77.4% | Added |
| Ethic Inc. | 51,166 | $3.91M | 0.05% | +41,030+404.8% | Added |
| Rakuten Investment Management, Inc. | 50,474 | $3.93M | 0.01% | +5,103+11.2% | Added |