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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 395,506 | $30.3M | 0.09% | −6,733−1.7% | Reduced |
| Canada Pension Plan Investment Board | 369,002 | $28.2M | 0.02% | −4,586−1.2% | Reduced |
| California State Teachers Retirement System | 358,049 | $27.4M | 0.03% | +5,886+1.7% | Added |
| US Bancorp | 353,973 | $27.1M | 0.03% | −6,734−1.9% | Reduced |
| Alliancebernstein L.P. | 342,567 | $26.6M | 0.01% | −300−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 347,468 | $26.4M | 0.04% | +24,339+7.5% | Added |
| Truist Financial Corp | 322,139 | $24.6M | 0.03% | −54,716−14.5% | Reduced |
| Public Employees Retirement Association of Colorado | 320,537 | $24.5M | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 318,574 | $24.4M | 0.02% | +65,879+26.1% | Added |
| Vanguard Investments Australia, Ltd. | 311,832 | $23.9M | 0.06% | +15,976+5.4% | Added |
| Covea Finance | 297,150 | $22.7M | 0.72% | +4,050+1.4% | Added |
| Natixis Advisors, L.P. | 296,650 | $22.7M | 0.03% | +18,392+6.6% | Added |
| Avalon Trust Co | 292,774 | $22.4M | 1.38% | −585−0.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 275,361 | $21.1M | 0.03% | +266,900+3,154.5% | Added |
| APG Asset Management N.V. | 306,029 | $20.5M | 0.05% | +34,555+12.7% | Added |
| CIBC Asset Management Inc | 264,948 | $20.2M | 0.04% | −51,745−16.3% | Reduced |
| Ensign Peak Advisors, Inc | 263,843 | $20.2M | 0.03% | −14,634−5.3% | Reduced |
| State Board of Administration of Florida Retirement System | 253,282 | $19.4M | 0.03% | −3,165−1.2% | Reduced |
| Trillium Asset Management, LLC | 226,709 | $17.3M | 0.53% | +72,064+46.6% | Added |
| Macquarie Group Ltd | 226,494 | $17.3M | 0.07% | +30,427+15.5% | Added |
| New York State Teachers Retirement System | 204,318 | $15.6M | 0.03% | −780.0% | Reduced |
| Manufacturers Life Insurance Company, The | 204,080 | $15.6M | 0.01% | −1,241−0.6% | Reduced |
| Asset Management One Co.,Ltd. | 202,976 | $15.5M | 0.04% | +24,135+13.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 198,885 | $15.2M | 0.03% | +10,777+5.7% | Added |
| Van Eck Associates Corp | 190,023 | $14.5M | 0.01% | +11,454+6.4% | Added |
| Gabelli Funds LLC | 189,442 | $14.5M | 0.09% | −175−0.1% | Reduced |
| Keybank National Association | 188,456 | $14.4M | 0.05% | −3,698−1.9% | Reduced |
| Artemis Investment Management LLP | 184,594 | $14.1M | 0.13% | −98,159−34.7% | Reduced |
| Great West Life Assurance Co | 179,618 | $13.7M | 0.02% | −9,023−4.8% | Reduced |
| Public Employees Retirement System of Ohio | 179,008 | $13.7M | 0.04% | −5,937−3.2% | Reduced |
| Wealthfront Advisers LLC | 178,048 | $13.6M | 0.03% | −14,747−7.6% | Reduced |
| Hudson Bay Capital Management LP | 174,489 | $13.3M | 0.06% | −47,007−21.2% | Reduced |
| SEI Investments Co | 169,266 | $12.9M | 0.01% | +81,448+92.7% | Added |
| Epoch Investment Partners, Inc. | 169,023 | $12.9M | 0.07% | −6,740−3.8% | Reduced |
| Worldquant Millennium Advisors LLC | 165,347 | $12.6M | 0.04% | −3,875−2.3% | Reduced |
| American Century Companies Inc | 164,908 | $12.6M | 0.01% | −81,441−33.1% | Reduced |
| State of Wisconsin Investment Board | 164,318 | $12.6M | 0.03% | −11,032−6.3% | Reduced |
| Nisa Investment Advisors, LLC | 161,138 | $12.3M | 0.04% | −3,102−1.9% | Reduced |
| Treasurer of the State of North Carolina | 156,329 | $12.0M | 0.03% | +26,763+20.7% | Added |
| Bruce & Co., Inc. | 153,000 | $11.7M | 3.17% | −3,000−1.9% | Reduced |
| Gotham Asset Management, LLC | 151,316 | $11.6M | 0.03% | +67,008+79.5% | Added |
| Mattern Capital Management, LLC | 150,896 | $11.5M | 1.35% | −8,764−5.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 149,230 | $11.4M | 0.03% | −1,725−1.1% | Reduced |
| Fifth Third Bancorp | 148,979 | $11.4M | 0.02% | −7,231−4.6% | Reduced |
| CI Private Wealth, LLC | 147,623 | $11.3M | 0.02% | −8,599−5.5% | Reduced |
| Toroso Investments, LLC | 147,464 | $11.3M | 0.03% | −4,085−2.7% | Reduced |
| Prudential Financial Inc | 146,390 | $11.2M | 0.01% | −86,485−37.1% | Reduced |
| La Banque Postale Asset Management SA | 144,772 | $11.1M | 0.11% | +96,504+199.9% | Added |
| Bokf, NA | 141,275 | $10.8M | 0.15% | −3,312−2.3% | Reduced |
| Natixis | 140,376 | $10.7M | 0.05% | +140,376 | New |
| Creative Planning | 138,830 | $10.6M | 0.01% | +36,880+36.2% | Added |
| MetLife Investment Management | 137,802 | $10.5M | 0.05% | +903+0.7% | Added |
| Marshall Wace, LLP | 137,065 | $10.5M | 0.01% | +137,065 | New |
| Nomura Asset Management Co Ltd | 136,171 | $10.4M | 0.02% | +8,974+7.1% | Added |
| Hennessy Advisors Inc | 135,098 | $10.3M | 0.33% | −6,000−4.3% | Reduced |
| Citadel Advisors LLC | 133,234 | $10.2M | 0.01% | +47,677+55.7% | Added |
| KLP Kapitalforvaltning AS | 131,800 | $10.1M | 0.03% | +131,800 | New |
| New York State Common Retirement Fund | 130,643 | $9.99M | 0.01% | +4,100+3.2% | Added |
| Toronto Dominion Bank | 130,274 | $9.97M | 0.02% | +12,627+10.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 130,184 | $9.96M | 0.09% | +10,918+9.2% | Added |
| Illinois Municipal Retirement Fund | 128,608 | $9.84M | 0.11% | +10,043+8.5% | Added |
| BTG Pactual Asset Management US LLC | 120,155 | $9.19M | 0.69% | +49,282+69.5% | Added |
| Resona Asset Management Co.,Ltd. | 119,000 | $9.13M | 0.04% | −5,651−4.5% | Reduced |
| Howe & Rusling Inc | 116,029 | $8.88M | 0.51% | +1,430+1.2% | Added |
| National Bank of Canada | 112,590 | $8.61M | 0.01% | −56,833−33.5% | Reduced |
| D. E. Shaw & Co., Inc. | 111,555 | $8.53M | 0.01% | −92,273−45.3% | Reduced |
| Cetera Investment Advisers | 107,645 | $8.23M | 0.01% | +13,868+14.8% | Added |
| Brasada Capital Management, LP | 107,350 | $8.21M | 1.48% | −5,642−5.0% | Reduced |
| Capital International Inc | 106,968 | $8.18M | 0.06% | +106,968 | New |
| The PNC Financial Services Group, Inc. | 105,138 | $8.04M | 0.00% | +8,429+8.7% | Added |
| Assetmark, Inc | 103,595 | $7.93M | 0.01% | +10,990+11.9% | Added |
| DnB Asset Management AS | 101,449 | $7.76M | 0.02% | −66,940−39.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 99,735 | $7.63M | 0.01% | −53,499−34.9% | Reduced |
| SG Americas Securities, LLC | 93,692 | $7.17M | 0.00% | −642,503−87.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 93,125 | $7.11M | 0.03% | +17,649+23.4% | Added |
| State of Tennessee, Treasury Department | 92,612 | $7.08M | 0.02% | −55,354−37.4% | Reduced |
| HighTower Advisors, LLC | 92,269 | $7.06M | 0.01% | −15,272−14.2% | Reduced |
| Nicholas Company, Inc. | 91,145 | $6.97M | 0.13% | −11,320−11.0% | Reduced |
| NewSquare Capital LLC | 90,885 | $6.95M | 0.52% | +4,274+4.9% | Added |
| Mn Services Vermogensbeheer B.V. | 89,730 | $6.86M | 0.05% | −23,800−21.0% | Reduced |
| Arizona State Retirement System | 88,306 | $6.76M | 0.03% | +5,584+6.8% | Added |
| Public Sector Pension Investment Board | 88,159 | $6.74M | 0.02% | +952+1.1% | Added |
| Daiwa Securities Group Inc. | 88,029 | $6.73M | 0.02% | −5,939−6.3% | Reduced |
| Czech National Bank | 87,930 | $6.73M | 0.04% | +4,478+5.4% | Added |
| Swiss Life Asset Management Ltd | 86,981 | $6.65M | 0.03% | +11,439+15.1% | Added |
| First American Bank | 86,928 | $6.65M | 0.37% | +905+1.1% | Added |
| Voya Investment Management LLC | 81,597 | $6.24M | 0.01% | +17,451+27.2% | Added |
| Jones Financial Companies LLLP | 78,109 | $6.16M | 0.00% | +11,390+17.1% | Added |
| State of Michigan Retirement System | 79,099 | $6.05M | 0.03% | −900−1.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 76,344 | $5.84M | 0.02% | −14,756−16.2% | Reduced |
| Holocene Advisors, LP | 76,306 | $5.84M | 0.01% | −24,963−24.7% | Reduced |
| IFM Investors Pty Ltd | 75,500 | $5.78M | 0.04% | +8,483+12.7% | Added |
| State of New Jersey Common Pension Fund D | 75,497 | $5.78M | 0.02% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 74,600 | $5.71M | 0.16% | −6,100−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 73,812 | $5.65M | 0.01% | +8,268+12.6% | Added |
| ExodusPoint Capital Management, LP | 72,938 | $5.58M | 0.05% | −331,310−82.0% | Reduced |
| Captrust Financial Advisors | 71,320 | $5.46M | 0.01% | +11,073+18.4% | Added |
| SilverOak Wealth Management LLC | 68,825 | $5.27M | 0.68% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 67,618 | $5.17M | 0.12% | +6,911+11.4% | Added |
| Woodline Partners LP | 67,373 | $5.15M | 0.02% | +7,437+12.4% | Added |