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 |
|---|---|---|---|---|---|
| Aristeia Capital LLC | 52,200 | $3.99M | 0.06% | +52,200 | New |
| Mariner, LLC | 52,324 | $4.00M | 0.00% | +5,764+12.4% | Added |
| Commonwealth Equity Services, LLC | 52,708 | $4.03M | 0.01% | −1,008−1.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 52,832 | $4.04M | 0.14% | −7,237−12.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 53,371 | $4.08M | 0.12% | +4,297+8.8% | Added |
| Amalgamated Bank | 53,838 | $4.12M | 0.03% | −4,249−7.3% | Reduced |
| Glenmede Trust Co NA | 55,315 | $4.23M | 0.02% | +7,898+16.7% | Added |
| Korea Investment CORP | 56,157 | $4.30M | 0.01% | −153,628−73.2% | Reduced |
| Martingale Asset Management L P | 56,306 | $4.31M | 0.10% | −50.0% | Reduced |
| Teacher Retirement System of Texas | 57,358 | $4.39M | 0.01% | −41,899−42.2% | Reduced |
| Colony Group, LLC | 57,477 | $4.40M | 0.00% | +20,677+56.2% | Added |
| Xponance, Inc. | 58,198 | $4.45M | 0.03% | +1,112+1.9% | Added |
| Graham Capital Management, L.P. | 58,222 | $4.45M | 0.12% | +20,038+52.5% | Added |
| Guggenheim Capital LLC | 58,864 | $4.50M | 0.03% | −10,570−15.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 60,215 | $4.61M | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 62,360 | $4.77M | 0.55% | −17,850−22.3% | Reduced |
| Benjamin Edwards Inc | 62,490 | $4.78M | 0.04% | +100.0% | Added |
| Stifel Financial Corp | 64,631 | $4.95M | 0.00% | +5,587+9.5% | Added |
| Susquehanna International Group, LLP | 64,720 | $4.95M | 0.00% | +25,181+63.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 65,936 | $5.04M | 0.08% | +33,038+100.4% | Added |
| Aventail Capital Group, LP | 66,779 | $5.11M | 0.29% | −65,953−49.7% | Reduced |
| Woodline Partners LP | 67,373 | $5.15M | 0.02% | +7,437+12.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 67,618 | $5.17M | 0.12% | +6,911+11.4% | Added |
| SilverOak Wealth Management LLC | 68,825 | $5.27M | 0.68% | 00.0% | Unchanged |
| Captrust Financial Advisors | 71,320 | $5.46M | 0.01% | +11,073+18.4% | Added |
| ExodusPoint Capital Management, LP | 72,938 | $5.58M | 0.05% | −331,310−82.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 73,812 | $5.65M | 0.01% | +8,268+12.6% | Added |
| Intact Investment Management Inc. | 74,600 | $5.71M | 0.16% | −6,100−7.6% | Reduced |
| State of New Jersey Common Pension Fund D | 75,497 | $5.78M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 75,500 | $5.78M | 0.04% | +8,483+12.7% | Added |
| Holocene Advisors, LP | 76,306 | $5.84M | 0.01% | −24,963−24.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 76,344 | $5.84M | 0.02% | −14,756−16.2% | Reduced |
| State of Michigan Retirement System | 79,099 | $6.05M | 0.03% | −900−1.1% | Reduced |
| Jones Financial Companies LLLP | 78,109 | $6.16M | 0.00% | +11,390+17.1% | Added |
| Voya Investment Management LLC | 81,597 | $6.24M | 0.01% | +17,451+27.2% | Added |
| First American Bank | 86,928 | $6.65M | 0.37% | +905+1.1% | Added |
| Swiss Life Asset Management Ltd | 86,981 | $6.65M | 0.03% | +11,439+15.1% | Added |
| Czech National Bank | 87,930 | $6.73M | 0.04% | +4,478+5.4% | Added |
| Daiwa Securities Group Inc. | 88,029 | $6.73M | 0.02% | −5,939−6.3% | Reduced |
| Public Sector Pension Investment Board | 88,159 | $6.74M | 0.02% | +952+1.1% | Added |
| Arizona State Retirement System | 88,306 | $6.76M | 0.03% | +5,584+6.8% | Added |
| Mn Services Vermogensbeheer B.V. | 89,730 | $6.86M | 0.05% | −23,800−21.0% | Reduced |
| NewSquare Capital LLC | 90,885 | $6.95M | 0.52% | +4,274+4.9% | Added |
| Nicholas Company, Inc. | 91,145 | $6.97M | 0.13% | −11,320−11.0% | Reduced |
| HighTower Advisors, LLC | 92,269 | $7.06M | 0.01% | −15,272−14.2% | Reduced |
| State of Tennessee, Treasury Department | 92,612 | $7.08M | 0.02% | −55,354−37.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 93,125 | $7.11M | 0.03% | +17,649+23.4% | Added |
| SG Americas Securities, LLC | 93,692 | $7.17M | 0.00% | −642,503−87.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 99,735 | $7.63M | 0.01% | −53,499−34.9% | Reduced |
| DnB Asset Management AS | 101,449 | $7.76M | 0.02% | −66,940−39.8% | Reduced |
| Assetmark, Inc | 103,595 | $7.93M | 0.01% | +10,990+11.9% | Added |
| The PNC Financial Services Group, Inc. | 105,138 | $8.04M | 0.00% | +8,429+8.7% | Added |
| Capital International Inc | 106,968 | $8.18M | 0.06% | +106,968 | New |
| Brasada Capital Management, LP | 107,350 | $8.21M | 1.48% | −5,642−5.0% | Reduced |
| Cetera Investment Advisers | 107,645 | $8.23M | 0.01% | +13,868+14.8% | Added |
| D. E. Shaw & Co., Inc. | 111,555 | $8.53M | 0.01% | −92,273−45.3% | Reduced |
| National Bank of Canada | 112,590 | $8.61M | 0.01% | −56,833−33.5% | Reduced |
| Howe & Rusling Inc | 116,029 | $8.88M | 0.51% | +1,430+1.2% | Added |
| Resona Asset Management Co.,Ltd. | 119,000 | $9.13M | 0.04% | −5,651−4.5% | Reduced |
| BTG Pactual Asset Management US LLC | 120,155 | $9.19M | 0.69% | +49,282+69.5% | Added |
| Illinois Municipal Retirement Fund | 128,608 | $9.84M | 0.11% | +10,043+8.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 130,184 | $9.96M | 0.09% | +10,918+9.2% | Added |
| Toronto Dominion Bank | 130,274 | $9.97M | 0.02% | +12,627+10.7% | Added |
| New York State Common Retirement Fund | 130,643 | $9.99M | 0.01% | +4,100+3.2% | Added |
| KLP Kapitalforvaltning AS | 131,800 | $10.1M | 0.03% | +131,800 | New |
| Citadel Advisors LLC | 133,234 | $10.2M | 0.01% | +47,677+55.7% | Added |
| Hennessy Advisors Inc | 135,098 | $10.3M | 0.33% | −6,000−4.3% | Reduced |
| Nomura Asset Management Co Ltd | 136,171 | $10.4M | 0.02% | +8,974+7.1% | Added |
| Marshall Wace, LLP | 137,065 | $10.5M | 0.01% | +137,065 | New |
| MetLife Investment Management | 137,802 | $10.5M | 0.05% | +903+0.7% | Added |
| Creative Planning | 138,830 | $10.6M | 0.01% | +36,880+36.2% | Added |
| Natixis | 140,376 | $10.7M | 0.05% | +140,376 | New |
| Bokf, NA | 141,275 | $10.8M | 0.15% | −3,312−2.3% | Reduced |
| La Banque Postale Asset Management SA | 144,772 | $11.1M | 0.11% | +96,504+199.9% | Added |
| Prudential Financial Inc | 146,390 | $11.2M | 0.01% | −86,485−37.1% | Reduced |
| Toroso Investments, LLC | 147,464 | $11.3M | 0.03% | −4,085−2.7% | Reduced |
| CI Private Wealth, LLC | 147,623 | $11.3M | 0.02% | −8,599−5.5% | Reduced |
| Fifth Third Bancorp | 148,979 | $11.4M | 0.02% | −7,231−4.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 149,230 | $11.4M | 0.03% | −1,725−1.1% | Reduced |
| Mattern Capital Management, LLC | 150,896 | $11.5M | 1.35% | −8,764−5.5% | Reduced |
| Gotham Asset Management, LLC | 151,316 | $11.6M | 0.03% | +67,008+79.5% | Added |
| Bruce & Co., Inc. | 153,000 | $11.7M | 3.17% | −3,000−1.9% | Reduced |
| Treasurer of the State of North Carolina | 156,329 | $12.0M | 0.03% | +26,763+20.7% | Added |
| Nisa Investment Advisors, LLC | 161,138 | $12.3M | 0.04% | −3,102−1.9% | Reduced |
| State of Wisconsin Investment Board | 164,318 | $12.6M | 0.03% | −11,032−6.3% | Reduced |
| American Century Companies Inc | 164,908 | $12.6M | 0.01% | −81,441−33.1% | Reduced |
| Worldquant Millennium Advisors LLC | 165,347 | $12.6M | 0.04% | −3,875−2.3% | Reduced |
| Epoch Investment Partners, Inc. | 169,023 | $12.9M | 0.07% | −6,740−3.8% | Reduced |
| SEI Investments Co | 169,266 | $12.9M | 0.01% | +81,448+92.7% | Added |
| Hudson Bay Capital Management LP | 174,489 | $13.3M | 0.06% | −47,007−21.2% | Reduced |
| Wealthfront Advisers LLC | 178,048 | $13.6M | 0.03% | −14,747−7.6% | Reduced |
| Public Employees Retirement System of Ohio | 179,008 | $13.7M | 0.04% | −5,937−3.2% | Reduced |
| Great West Life Assurance Co | 179,618 | $13.7M | 0.02% | −9,023−4.8% | Reduced |
| Artemis Investment Management LLP | 184,594 | $14.1M | 0.13% | −98,159−34.7% | Reduced |
| Keybank National Association | 188,456 | $14.4M | 0.05% | −3,698−1.9% | Reduced |
| Gabelli Funds LLC | 189,442 | $14.5M | 0.09% | −175−0.1% | Reduced |
| Van Eck Associates Corp | 190,023 | $14.5M | 0.01% | +11,454+6.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 198,885 | $15.2M | 0.03% | +10,777+5.7% | Added |
| Asset Management One Co.,Ltd. | 202,976 | $15.5M | 0.04% | +24,135+13.5% | Added |
| Manufacturers Life Insurance Company, The | 204,080 | $15.6M | 0.01% | −1,241−0.6% | Reduced |