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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 204,318 | $15.6M | 0.03% | −780.0% | Reduced |
| Macquarie Group Ltd | 226,494 | $17.3M | 0.07% | +30,427+15.5% | Added |
| Trillium Asset Management, LLC | 226,709 | $17.3M | 0.53% | +72,064+46.6% | Added |
| State Board of Administration of Florida Retirement System | 253,282 | $19.4M | 0.03% | −3,165−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 263,843 | $20.2M | 0.03% | −14,634−5.3% | Reduced |
| CIBC Asset Management Inc | 264,948 | $20.2M | 0.04% | −51,745−16.3% | Reduced |
| APG Asset Management N.V. | 306,029 | $20.5M | 0.05% | +34,555+12.7% | Added |
| Adage Capital Partners GP, L.L.C. | 275,361 | $21.1M | 0.03% | +266,900+3,154.5% | Added |
| Avalon Trust Co | 292,774 | $22.4M | 1.38% | −585−0.2% | Reduced |
| Natixis Advisors, L.P. | 296,650 | $22.7M | 0.03% | +18,392+6.6% | Added |
| Covea Finance | 297,150 | $22.7M | 0.72% | +4,050+1.4% | Added |
| Vanguard Investments Australia, Ltd. | 311,832 | $23.9M | 0.06% | +15,976+5.4% | Added |
| Russell Investments Group, Ltd. | 318,574 | $24.4M | 0.02% | +65,879+26.1% | Added |
| Public Employees Retirement Association of Colorado | 320,537 | $24.5M | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 322,139 | $24.6M | 0.03% | −54,716−14.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 347,468 | $26.4M | 0.04% | +24,339+7.5% | Added |
| Alliancebernstein L.P. | 342,567 | $26.6M | 0.01% | −300−0.1% | Reduced |
| US Bancorp | 353,973 | $27.1M | 0.03% | −6,734−1.9% | Reduced |
| California State Teachers Retirement System | 358,049 | $27.4M | 0.03% | +5,886+1.7% | Added |
| Canada Pension Plan Investment Board | 369,002 | $28.2M | 0.02% | −4,586−1.2% | Reduced |
| M&T Bank Corp | 395,506 | $30.3M | 0.09% | −6,733−1.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 399,769 | $30.6M | 0.05% | +14,586+3.8% | Added |
| Neuberger Berman Group LLC | 400,364 | $30.6M | 0.02% | +172,591+75.8% | Added |
| AE Wealth Management LLC | 400,653 | $30.6M | 0.14% | +110,518+38.1% | Added |
| Cidel Asset Management Inc | 405,656 | $31.0M | 1.49% | +7,524+1.9% | Added |
| Principal Financial Group Inc | 415,442 | $31.8M | 0.02% | −32,574−7.3% | Reduced |
| STRS Ohio | 418,054 | $32.0M | 0.12% | −23,185−5.3% | Reduced |
| Jupiter Topco LLC | 425,689 | $32.6M | 0.01% | +425,689 | New |
| Fisher Funds Management LTD | 429,193 | $32.8M | 0.94% | −96,554−18.4% | Reduced |
| RWC Asset Management LLP | 432,884 | $33.1M | 1.25% | +8,575+2.0% | Added |
| CIBC Bancorp USA Inc. | 435,757 | $33.3M | 0.04% | +350,608+411.8% | Added |
| Envestnet Asset Management Inc | 441,087 | $33.7M | 0.01% | +28,852+7.0% | Added |
| Citigroup Inc | 444,279 | $34.0M | 0.02% | +57,551+14.9% | Added |
| Tredje AP-fonden | 465,446 | $35.6M | 0.16% | +254,571+120.7% | Added |
| Partners Group Holding AG | 483,770 | $37.0M | 2.52% | −13,521−2.7% | Reduced |
| Retirement Systems of Alabama | 485,395 | $37.1M | 0.11% | +420,325+646.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 489,550 | $37.5M | 0.18% | −48,339−9.0% | Reduced |
| LPL Financial LLC | 504,221 | $38.6M | 0.01% | +46,218+10.1% | Added |
| Thiel Macro LLC | 517,124 | $39.6M | 9.45% | +517,124 | New |
| Qube Research & Technologies Ltd | 517,445 | $39.6M | 0.04% | −512,994−49.8% | Reduced |
| Assenagon Asset Management S.A. | 518,237 | $39.6M | 0.05% | +513,331+10,463.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 552,414 | $42.3M | 0.06% | −71,839−11.5% | Reduced |
| California Public Employees Retirement System | 561,072 | $42.9M | 0.02% | −72,209−11.4% | Reduced |
| 1832 Asset Management L.P. | 563,125 | $43.1M | 0.05% | +157,413+38.8% | Added |
| Voloridge Investment Management, LLC | 570,277 | $43.6M | 0.19% | +169,265+42.2% | Added |
| Miller Howard Investments Inc | 571,159 | $43.7M | 1.16% | +8,057+1.4% | Added |
| ING Groep NV | 580,182 | $44.4M | 0.22% | −77,437−11.8% | Reduced |
| Rockefeller Capital Management L.P. | 581,655 | $44.5M | 0.07% | −3,690−0.6% | Reduced |
| Cbre Clarion Securities LLC | 595,592 | $45.6M | 0.63% | −737,150−55.3% | Reduced |
| TD Asset Management Inc | 610,106 | $46.7M | 0.04% | −199,855−24.7% | Reduced |
| Bank of Nova Scotia | 644,132 | $49.3M | 0.07% | +278,636+76.2% | Added |
| Bank of Montreal | 653,735 | $50.0M | 0.02% | +66,148+11.3% | Added |
| Rhumbline Advisers | 655,413 | $50.1M | 0.04% | +3,049+0.5% | Added |
| FMR LLC | 661,356 | $50.6M | 0.00% | −492,733−42.7% | Reduced |
| Vanguard Global Advisers, LLC | 665,281 | $50.9M | 0.02% | −1,843−0.3% | Reduced |
| Vanguard Asset Management, Ltd | 674,256 | $51.6M | 0.03% | +87,553+14.9% | Added |
| BNP Paribas Arbitrage, SA | 687,713 | $52.6M | 0.03% | +110,748+19.2% | Added |
| Energy Income Partners, LLC | 702,074 | $53.7M | 0.84% | −71,979−9.3% | Reduced |
| Quantinno Capital Management LP | 711,608 | $54.4M | 0.07% | +303,395+74.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 715,406 | $54.7M | 0.03% | +8,432+1.2% | Added |
| First Trust Advisors LP | 764,245 | $58.5M | 0.03% | −182,940−19.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 769,025 | $58.8M | 0.03% | +77,924+11.3% | Added |
| Standard Life Aberdeen plc | 831,675 | $63.6M | 0.09% | −82,713−9.0% | Reduced |
| Swiss National Bank | 869,400 | $66.5M | 0.03% | −23,700−2.7% | Reduced |
| UniSuper Management Pty Ltd | 902,602 | $69.0M | 0.36% | −6,471−0.7% | Reduced |
| Aviva PLC | 941,925 | $72.1M | 0.11% | +5,896+0.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 970,362 | $74.2M | 0.97% | −64,035−6.2% | Reduced |
| Nuveen, LLC | 983,643 | $75.2M | 0.02% | −6,567−0.7% | Reduced |
| Royal Bank of Canada | 1,024,656 | $78.4M | 0.01% | +11,374+1.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,028,844 | $78.7M | 0.70% | +5,520+0.5% | Added |
| Soroban Capital Partners LP | 1,058,781 | $81.0M | 0.57% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,068,322 | $81.7M | 0.38% | +23,433+2.2% | Added |
| HSBC Holdings PLC | 1,191,547 | $91.3M | 0.04% | +701,353+143.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 1,241,557 | $95.0M | 0.24% | +1,241,557 | New |
| Nomura Asset Management International Inc. | 1,306,273 | $99.9M | 0.15% | −142,077−9.8% | Reduced |
| Cohen & Steers, Inc. | 1,315,142 | $100.6M | 0.16% | +1,315,142 | New |
| DekaBank Deutsche Girozentrale | 1,333,955 | $103.1M | 0.17% | 00.0% | Unchanged |
| Amundi | 1,407,569 | $107.7M | 0.03% | −170,214−10.8% | Reduced |
| iA Global Asset Management Inc. | 1,425,936 | $109.1M | 1.30% | +102,769+7.8% | Added |
| Balyasny Asset Management LLC | 1,426,976 | $109.2M | 0.20% | +948,456+198.2% | Added |
| Duff & Phelps Investment Management Co | 1,453,667 | $111.2M | 1.05% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,517,533 | $116.1M | 0.07% | −70,126−4.4% | Reduced |
| Dimensional Fund Advisors LP | 1,646,965 | $126.0M | 0.02% | +65,850+4.2% | Added |
| Price T Rowe Associates Inc | 1,688,159 | $129.1M | 0.01% | −907,816−35.0% | Reduced |
| UBS Group AG | 1,703,575 | $130.3M | 0.02% | −182,496−9.7% | Reduced |
| Raymond James Financial Inc | 1,704,029 | $130.4M | 0.04% | +1,332,474+358.6% | Added |
| Vanguard Fiduciary Trust Co | 1,734,843 | $132.7M | 0.03% | +11,137+0.6% | Added |
| Franklin Resources Inc | 1,767,768 | $135.2M | 0.03% | +7,990+0.5% | Added |
| AQR Capital Management LLC | 1,857,999 | $142.1M | 0.05% | +1,059,542+132.7% | Added |
| Reaves W H & Co Inc | 1,909,154 | $146.1M | 2.22% | −205,100−9.7% | Reduced |
| Charles Schwab Investment Management Inc | 2,110,447 | $161.4M | 0.02% | +54,991+2.7% | Added |
| Barclays PLC | 2,175,714 | $166.4M | 0.05% | −819,649−27.4% | Reduced |
| Parnassus Investments | 2,219,735 | $169.8M | 0.45% | +266,522+13.6% | Added |
| Bank of New York Mellon Corp | 2,415,234 | $184.8M | 0.03% | −119,455−4.7% | Reduced |
| Lord, Abbett & Co. LLC | 2,434,795 | $186.3M | 0.53% | −873,921−26.4% | Reduced |
| Legal & General Group Plc | 2,475,430 | $189.4M | 0.04% | −108,899−4.2% | Reduced |
| Magellan Asset Management Ltd | 2,539,050 | $194.2M | 4.34% | +519,096+25.7% | Added |
| Northern Trust Corp | 2,646,188 | $202.4M | 0.02% | −78,979−2.9% | Reduced |
| FIL Ltd | 2,655,502 | $203.1M | 0.15% | −380,691−12.5% | Reduced |
| UBS Asset Management Americas Inc | 3,186,256 | $243.7M | 0.04% | +77,402+2.5% | Added |