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 |
|---|---|---|---|---|---|
| Bank of America Corp | 3,533,370 | $270.3M | 0.02% | −135,162−3.7% | Reduced |
| Morgan Stanley | 4,070,310 | $311.4M | 0.02% | −643,689−13.7% | Reduced |
| Pictet Asset Management Holding SA | 4,268,534 | $326.5M | 0.31% | +101,719+2.4% | Added |
| GQG Partners LLC | 4,750,161 | $363.4M | 0.68% | +337,588+7.7% | Added |
| Norges Bank | 4,837,123 | $370.0M | 0.04% | +4,837,123 | New |
| Goldman Sachs Group Inc | 4,844,029 | $370.6M | 0.04% | +65,496+1.4% | Added |
| Wells Fargo & Company | 5,245,081 | $401.2M | 0.07% | −176,993−3.3% | Reduced |
| Capital International Investors | 5,302,655 | $405.7M | 0.08% | +5,302,655 | New |
| Ameriprise Financial Inc | 6,461,250 | $494.0M | 0.10% | +1,530,673+31.0% | Added |
| Victory Capital Management Inc | 6,595,840 | $504.6M | 0.28% | −243,422−3.6% | Reduced |
| Massachusetts Financial Services Co | 7,242,159 | $576.0M | 0.18% | −388,214−5.1% | Reduced |
| Invesco Ltd. | 7,616,465 | $582.7M | 0.05% | −28,732−0.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,882,550 | $603.0M | 0.47% | −252,677−3.1% | Reduced |
| Deutsche Bank AG | 8,082,021 | $618.3M | 0.18% | +336,707+4.3% | Added |
| Geode Capital Management, LLC | 8,740,533 | $666.1M | 0.04% | +212,380+2.5% | Added |
| Wellington Management Group LLP | 12,158,296 | $930.1M | 0.16% | +5,502,352+82.7% | Added |
| JPMorgan Chase & Co | 16,409,389 | $1.28B | 0.07% | +569,705+3.6% | Added |
| State Street Corp | 17,705,946 | $1.35B | 0.04% | −393,087−2.2% | Reduced |
| Vanguard Portfolio Management LLC | 19,050,893 | $1.46B | 0.07% | +257,548+1.4% | Added |
| Vanguard Capital Management LLC | 20,166,948 | $1.54B | 0.03% | +289,651+1.5% | Added |
| BlackRock, Inc. | 33,068,880 | $2.53B | 0.04% | −494,694−1.5% | Reduced |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −452,563−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −362,641−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −223,947−100.0% | Sold out |
| Verbena Value LP | 0 | $0 | 0.00% | −219,500−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −218,987−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −137,060−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −133,399−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −107,180−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −88,543−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −62,589−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −54,041−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −51,573−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −46,495−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −38,722−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −35,643−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −35,626−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −29,328−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −21,558−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −21,520−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,624−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −20,567−100.0% | Sold out |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −20,073−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −18,972−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −17,290−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −17,143−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −14,651−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −11,666−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −9,591−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −7,403−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −6,523−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,222−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −4,853−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,307−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −4,211−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Corecam AG | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −3,079−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Florida Financial Advisors, LLC | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| PCM Encore, LLC | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Atlas Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,794−100.0% | Sold out |
| Collaborative Fund Advisors, LLC | 0 | $0 | 0.00% | −2,742−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| Tiaa-Cref Individual & Institutional Services, LLC | 0 | $0 | 0.00% | −2,636−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Protective Life Corp | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| TIAA Wealth Investment Management LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| MJT & Associates Financial Advisory Group, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Nvest Wealth Strategies, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |