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 |
|---|---|---|---|---|---|
| Aventail Capital Group, LP | 66,779 | $5.11M | 0.29% | −65,953−49.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 65,936 | $5.04M | 0.08% | +33,038+100.4% | Added |
| Susquehanna International Group, LLP | 64,720 | $4.95M | 0.00% | +25,181+63.7% | Added |
| Stifel Financial Corp | 64,631 | $4.95M | 0.00% | +5,587+9.5% | Added |
| Benjamin Edwards Inc | 62,490 | $4.78M | 0.04% | +100.0% | Added |
| New England Asset Management Inc | 62,360 | $4.77M | 0.55% | −17,850−22.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 60,215 | $4.61M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 58,864 | $4.50M | 0.03% | −10,570−15.2% | Reduced |
| Graham Capital Management, L.P. | 58,222 | $4.45M | 0.12% | +20,038+52.5% | Added |
| Xponance, Inc. | 58,198 | $4.45M | 0.03% | +1,112+1.9% | Added |
| Colony Group, LLC | 57,477 | $4.40M | 0.00% | +20,677+56.2% | Added |
| Teacher Retirement System of Texas | 57,358 | $4.39M | 0.01% | −41,899−42.2% | Reduced |
| Martingale Asset Management L P | 56,306 | $4.31M | 0.10% | −50.0% | Reduced |
| Korea Investment CORP | 56,157 | $4.30M | 0.01% | −153,628−73.2% | Reduced |
| Glenmede Trust Co NA | 55,315 | $4.23M | 0.02% | +7,898+16.7% | Added |
| Amalgamated Bank | 53,838 | $4.12M | 0.03% | −4,249−7.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 53,371 | $4.08M | 0.12% | +4,297+8.8% | Added |
| Canada Post Corp Registered Pension Plan | 52,832 | $4.04M | 0.14% | −7,237−12.0% | Reduced |
| Commonwealth Equity Services, LLC | 52,708 | $4.03M | 0.01% | −1,008−1.9% | Reduced |
| Mariner, LLC | 52,324 | $4.00M | 0.00% | +5,764+12.4% | Added |
| Aristeia Capital LLC | 52,200 | $3.99M | 0.06% | +52,200 | New |
| Rakuten Investment Management, Inc. | 50,474 | $3.93M | 0.01% | +5,103+11.2% | Added |
| Ethic Inc. | 51,166 | $3.91M | 0.05% | +41,030+404.8% | Added |
| CIBC World Markets Inc. | 50,179 | $3.84M | 0.01% | +21,899+77.4% | Added |
| NEOS Investment Management LLC | 50,112 | $3.83M | 0.01% | +4,490+9.8% | Added |
| Flputnam Investment Management Co | 50,096 | $3.83M | 0.05% | +50,096 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,851 | $3.81M | 0.03% | −1,080−2.1% | Reduced |
| ProShare Advisors LLC | 49,290 | $3.77M | 0.01% | +2,352+5.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 52,542 | $3.76M | 0.01% | +14,494+38.1% | Added |
| Agf Management Ltd | 48,739 | $3.73M | 0.01% | −7,242−12.9% | Reduced |
| Pathstone Holdings, LLC | 47,744 | $3.66M | 0.01% | +4,603+10.7% | Added |
| Advisor Group Holdings, Inc. | 46,796 | $3.58M | 0.00% | −3,573−7.1% | Reduced |
| Cerity Partners LLC | 46,727 | $3.57M | 0.00% | +17,260+58.6% | Added |
| Utah Retirement Systems | 46,681 | $3.57M | 0.03% | −2,581−5.2% | Reduced |
| JustInvest LLC | 46,457 | $3.55M | 0.03% | +1,117+2.5% | Added |
| British Columbia Investment Management Corp | 46,176 | $3.53M | 0.02% | +4,234+10.1% | Added |
| Yousif Capital Management, LLC | 45,658 | $3.49M | 0.04% | −1,440−3.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 44,965 | $3.44M | 0.03% | −774−1.7% | Reduced |
| Logan Capital Management Inc | 44,958 | $3.44M | 0.13% | +44,958 | New |
| OP Asset Management Ltd | 43,725 | $3.34M | 0.04% | +8,221+23.2% | Added |
| Hilton Capital Management, LLC | 43,078 | $3.30M | 0.22% | +2,045+5.0% | Added |
| New York Life Investment Management LLC | 42,928 | $3.28M | 0.02% | +453+1.1% | Added |
| National Pension Service | 42,256 | $3.23M | 0.00% | +17,290+69.3% | Added |
| Nissay Asset Management Corp | 41,860 | $3.20M | 0.01% | +1,933+4.8% | Added |
| Sigma Planning Corp | 39,672 | $3.03M | 0.08% | +5,300+15.4% | Added |
| Mercer Global Advisors Inc | 39,375 | $3.01M | 0.00% | +7,589+23.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 39,259 | $3.00M | 0.00% | −11,329−22.4% | Reduced |
| Brinker Capital Investments, LLC | 39,229 | $3.00M | 0.02% | +973+2.5% | Added |
| Sanctuary Advisors, LLC | 39,132 | $2.99M | 0.01% | +4,263+12.2% | Added |
| Mackenzie Financial Corp | 38,991 | $2.98M | 0.00% | +569+1.5% | Added |
| Aquatic Capital Management LLC | 38,405 | $2.94M | 0.10% | +17,574+84.4% | Added |
| Alps Advisors Inc | 38,282 | $2.93M | 0.01% | +20,747+118.3% | Added |
| Oregon Public Employees Retirement Fund | 37,986 | $2.91M | 0.03% | +2,857+8.1% | Added |
| Credit Agricole S A | 37,761 | $2.89M | 0.01% | +10,902+40.6% | Added |
| Vinva Investment Management Ltd | 36,591 | $2.85M | 0.02% | +4,122+12.7% | Added |
| Siemens Fonds Invest GmbH | 37,240 | $2.85M | 0.14% | +7,017+23.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 36,603 | $2.80M | 0.01% | −110−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,433 | $2.79M | 0.00% | −756−2.0% | Reduced |
| Schroder Investment Management Group | 35,329 | $2.75M | 0.00% | −289,573−89.1% | Reduced |
| Kestra Advisory Services, LLC | 35,435 | $2.71M | 0.01% | +24,926+237.2% | Added |
| Summit Global Investments | 34,813 | $2.66M | 0.15% | −35,430−50.4% | Reduced |
| Rafferty Asset Management, LLC | 34,121 | $2.61M | 0.01% | +9,325+37.6% | Added |
| Two Sigma Investments, LP | 33,846 | $2.59M | 0.00% | −58,719−63.4% | Reduced |
| HB Wealth Management, LLC | 33,781 | $2.58M | 0.01% | +1,465+4.5% | Added |
| Sivia Capital Partners, LLC | 33,148 | $2.54M | 0.31% | +33,148 | New |
| Parr McKnight Wealth Management Group, LLC | 32,358 | $2.48M | 0.29% | −159−0.5% | Reduced |
| Mutual of America Capital Management LLC | 31,815 | $2.43M | 0.02% | −770−2.4% | Reduced |
| Quadrature Capital Ltd | 31,312 | $2.40M | 0.02% | +11,462+57.7% | Added |
| Advisors Asset Management, Inc. | 31,248 | $2.39M | 0.04% | +4,561+17.1% | Added |
| Allstate Corp | 30,600 | $2.34M | 0.02% | +859+2.9% | Added |
| KBC Group NV | 30,336 | $2.32M | 0.01% | +1,343+4.6% | Added |
| State of Alaska, Department of Revenue | 30,269 | $2.31M | 0.02% | −783−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,289 | $2.16M | 0.01% | −1,287−4.4% | Reduced |
| GWM Advisors LLC | 27,585 | $2.11M | 0.01% | +1,257+4.8% | Added |
| Jefferies Financial Group Inc. | 27,532 | $2.11M | 0.02% | +27,532 | New |
| Venture Visionary Partners LLC | 27,458 | $2.10M | 0.06% | −60−0.2% | Reduced |
| Millennium Management LLC | 26,905 | $2.06M | 0.00% | −254,127−90.4% | Reduced |
| IMC-Chicago, LLC | 26,820 | $2.05M | 0.02% | +26,820 | New |
| O'Shaughnessy Asset Management, LLC | 26,488 | $2.03M | 0.01% | −14,061−34.7% | Reduced |
| WealthTrust Axiom LLC | 26,400 | $2.02M | 0.45% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 26,206 | $2.00M | 0.17% | +20,295+343.3% | Added |
| Sequoia Financial Advisors, LLC | 25,801 | $1.97M | 0.01% | +10,648+70.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,400 | $1.94M | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 25,269 | $1.93M | 0.02% | +1,680+7.1% | Added |
| Nicholson Wealth Management Group, LLC | 25,189 | $1.93M | 1.14% | −463−1.8% | Reduced |
| Janney Montgomery Scott LLC | 25,156 | $1.92M | 0.00% | −3,332−11.7% | Reduced |
| Intech Investment Management LLC | 25,109 | $1.92M | 0.02% | −11,127−30.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,721 | $1.89M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 24,600 | $1.88M | 0.02% | −602−2.4% | Reduced |
| Atria Investments LLC | 24,292 | $1.86M | 0.02% | +2,320+10.6% | Added |
| Mizuho Securities USA LLC | 24,185 | $1.85M | 0.03% | +5,660+30.6% | Added |
| Ramirez Asset Management, Inc. | 24,107 | $1.84M | 0.19% | −70.0% | Reduced |
| Spirit of America Management Corp | 23,750 | $1.82M | 0.34% | +750+3.3% | Added |
| Group One Trading, L.P. | 23,663 | $1.81M | 0.05% | +23,598+36,304.6% | Added |
| Capital Innovations LLC | 23,622 | $1.81M | 0.47% | +23,622 | New |
| Teachers Retirement System of the State of Kentucky | 23,418 | $1.79M | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 23,330 | $1.78M | 0.01% | +1,581+7.3% | Added |
| Gulf International Bank (UK) Ltd | 23,182 | $1.77M | 0.03% | −541−2.3% | Reduced |
| Pacer Advisors, Inc. | 22,984 | $1.76M | 0.00% | −8,418−26.8% | Reduced |
| Private Advisor Group, LLC | 22,526 | $1.72M | 0.01% | −23,655−51.2% | Reduced |