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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 22,406 | $1.71M | 0.00% | +920+4.3% | Added |
| Westpac Banking Corp | 22,343 | $1.71M | 0.11% | +4,000+21.8% | Added |
| Baird Financial Group, Inc. | 22,334 | $1.71M | 0.00% | −2,137−8.7% | Reduced |
| First Manhattan Co | 22,073 | $1.69M | 0.00% | 00.0% | Unchanged |
| First American Trust, FSB | 21,949 | $1.68M | 0.10% | −1,996−8.3% | Reduced |
| Saudi Central Bank | 21,560 | $1.65M | 0.02% | +10,327+91.9% | Added |
| Ilex Capital Partners (UK) LLP | 21,421 | $1.64M | 0.03% | +21,421 | New |
| Wedbush Securities Inc | 21,130 | $1.62M | 0.04% | +1,634+8.4% | Added |
| Meeder Advisory Services, Inc. | 20,916 | $1.60M | 0.06% | +7,028+50.6% | Added |
| Blue Water Asset Management | 20,777 | $1.59M | 0.51% | +704+3.5% | Added |
| Crossmark Global Holdings, Inc. | 20,626 | $1.58M | 0.02% | +280+1.4% | Added |
| Jane Street Group, LLC | 20,437 | $1.56M | 0.00% | −2,029−9.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 20,346 | $1.56M | 0.00% | +541+2.7% | Added |
| Fideuram Asset Management (Ireland) dac | 20,506 | $1.54M | 0.03% | +2,207+12.1% | Added |
| Opus Investment Management Inc | 20,000 | $1.53M | 0.84% | 00.0% | Unchanged |
| Danske Bank A/S | 20,000 | $1.53M | 0.00% | +3,500+21.2% | Added |
| Investment Management Corp of Ontario | 19,664 | $1.50M | 0.02% | −2,100−9.6% | Reduced |
| Cim, LLC | 19,347 | $1.48M | 0.19% | −82−0.4% | Reduced |
| Kentucky Retirement Systems | 19,105 | $1.46M | 0.04% | −2,856−13.0% | Reduced |
| Bleakley Financial Group, LLC | 18,994 | $1.45M | 0.02% | +1,194+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 18,542 | $1.42M | 0.00% | +672+3.8% | Added |
| Gateway Investment Advisers LLC | 18,485 | $1.41M | 0.01% | −12,876−41.1% | Reduced |
| Mather Group, LLC. | 18,142 | $1.39M | 0.01% | −3,541−16.3% | Reduced |
| Portfolio Design Labs, LLC | 18,030 | $1.38M | 0.23% | +1,322+7.9% | Added |
| Nykredit A/S | 17,941 | $1.37M | 0.01% | +17,941 | New |
| Ascent Group, LLC | 17,891 | $1.37M | 0.04% | +1,093+6.5% | Added |
| Huntington National Bank | 17,725 | $1.36M | 0.01% | +560+3.3% | Added |
| Nordea Investment Management AB | 17,274 | $1.33M | 0.00% | +56+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 17,362 | $1.33M | 0.00% | +4,904+39.4% | Added |
| Ofi Invest Asset Management | 17,318 | $1.32M | 0.01% | +1,270+7.9% | Added |
| Cox Capital Mgt LLC | 17,289 | $1.32M | 0.74% | +17,289 | New |
| Envestnet Portfolio Solutions, Inc. | 17,259 | $1.32M | 0.01% | +64+0.4% | Added |
| RIA Advisory Group LLC | 16,682 | $1.28M | 0.28% | +1,281+8.3% | Added |
| Hartford Investment Management Co | 16,674 | $1.28M | 0.04% | −535−3.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,545 | $1.27M | 0.01% | −10,632−39.1% | Reduced |
| GAMMA Investing LLC | 16,284 | $1.25M | 0.05% | +1,134+7.5% | Added |
| Maryland State Retirement & Pension System | 16,106 | $1.23M | 0.02% | +737+4.8% | Added |
| Louisiana State Employees Retirement System | 15,800 | $1.21M | 0.02% | +200+1.3% | Added |
| Norinchukin Bank, The | 15,566 | $1.19M | 0.01% | −4,607−22.8% | Reduced |
| Vise Technologies, Inc. | 15,497 | $1.19M | 0.01% | +1,254+8.8% | Added |
| Bryn Mawr Trust Co | 15,342 | $1.17M | 0.03% | +180+1.2% | Added |
| Empowered Funds, LLC | 15,317 | $1.17M | 0.01% | +2,059+15.5% | Added |
| New Mexico Educational Retirement Board | 15,310 | $1.17M | 0.03% | +1,500+10.9% | Added |
| Lido Advisors, LLC | 15,284 | $1.17M | 0.00% | −2,839−15.7% | Reduced |
| Omers Administration Corp | 15,253 | $1.17M | 0.01% | −150,686−90.8% | Reduced |
| Nomura Holdings Inc | 15,002 | $1.15M | 0.00% | −110,420−88.0% | Reduced |
| Royal London Asset Management Ltd | 14,846 | $1.14M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,790 | $1.13M | 0.00% | −108,688−88.0% | Reduced |
| Allianz Asset Management GmbH | 14,757 | $1.13M | 0.00% | +166+1.1% | Added |
| Mirador Capital Partners LP | 14,448 | $1.11M | 0.14% | −243−1.7% | Reduced |
| Vident Advisory, LLC | 14,387 | $1.10M | 0.01% | +129+0.9% | Added |
| Metis Global Partners, LLC | 14,206 | $1.09M | 0.02% | +5,547+64.1% | Added |
| Fiduciary Trust Co | 13,996 | $1.07M | 0.01% | +10.0% | Added |
| Vestcor Inc | 13,490 | $1.03M | 0.03% | −50,185−78.8% | Reduced |
| Centennial Wealth Advisory LLC | 13,320 | $1.02M | 0.22% | +2,923+28.1% | Added |
| MML Investors Services, LLC | 13,188 | $1.01M | 0.00% | +2,091+18.8% | Added |
| Summit Financial, LLC | 13,046 | $998.0K | 0.01% | +843+6.9% | Added |
| Chesley Taft & Associates LLC | 12,920 | $988.4K | 0.04% | +89+0.7% | Added |
| USS Investment Management Ltd | 12,898 | $986.8K | 0.00% | −26,311−67.1% | Reduced |
| Global Retirement Partners, LLC | 12,710 | $972.3K | 0.01% | +12,710 | New |
| Smartleaf Asset Management LLC | 12,414 | $967.5K | 0.03% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,281 | $939.5K | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 12,200 | $933.3K | 0.18% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,197 | $933.1K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 12,125 | $927.6K | 0.06% | +12,125 | New |
| MUFG Securities EMEA plc | 11,999 | $917.9K | 0.01% | −563−4.5% | Reduced |
| Thrivent Financial for Lutherans | 11,963 | $915.0K | 0.00% | −201−1.7% | Reduced |
| Horizon Investments, LLC | 11,889 | $902.3K | 0.01% | +73+0.6% | Added |
| ASR Vermogensbeheer N.V. | 11,708 | $895.7K | 0.01% | −79,151−87.1% | Reduced |
| Braeburn Wealth Management LLC | 11,668 | $892.6K | 0.38% | −841−6.7% | Reduced |
| Exchange Traded Concepts, LLC | 11,665 | $892.4K | 0.00% | −266−2.2% | Reduced |
| V-Square Quantitative Management LLC | 11,560 | $884.3K | 0.08% | +351+3.1% | Added |
| United Capital Financial Advisers, LLC | 11,555 | $884.0K | 0.00% | +90+0.8% | Added |
| Blair William & Co | 11,392 | $871.5K | 0.00% | +3,266+40.2% | Added |
| Greenleaf Trust | 11,377 | $870.3K | 0.01% | +752+7.1% | Added |
| Brown Brothers Harriman & Co | 11,296 | $864.1K | 0.00% | +6,320+127.0% | Added |
| Integrated Wealth Concepts LLC | 11,164 | $854.1K | 0.01% | +5,240+88.5% | Added |
| Quadrant Capital Group LLC | 11,124 | $851.0K | 0.02% | +535+5.1% | Added |
| SRS Capital Advisors, Inc. | 11,048 | $845.2K | 0.01% | +6,677+152.8% | Added |
| Frec Markets, Inc. | 11,012 | $842.4K | 0.08% | +6,806+161.8% | Added |
| Los Angeles Capital Management LLC | 10,993 | $841.0K | 0.00% | −6,045−35.5% | Reduced |
| Integrated Investment Consultants, LLC | 10,919 | $835.3K | 0.16% | −30.0% | Reduced |
| CAPROCK Group, Inc. | 10,750 | $822.4K | 0.02% | +6,244+138.6% | Added |
| SBI Okasan Asset Management Co.Ltd. | 10,300 | $802.7K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,419 | $797.1K | 0.03% | +362+3.6% | Added |
| Jmac Enterprises LLC | 10,400 | $795.6K | 0.13% | +400+4.0% | Added |
| Axq Capital, LP | 10,396 | $795.3K | 0.09% | −663−6.0% | Reduced |
| Blueshift Asset Management, LLC | 10,360 | $792.5K | 0.18% | +10,360 | New |
| BLB&B Advisors, LLC | 10,300 | $788.0K | 0.03% | +6+0.1% | Added |
| New Age Alpha Advisors, LLC | 10,196 | $780.0K | 0.03% | −176−1.7% | Reduced |
| Sumitomo Life Insurance Co | 10,079 | $771.0K | 0.01% | −639−6.0% | Reduced |
| Canton Hathaway, LLC | 10,000 | $765.0K | 0.15% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,904 | $757.7K | 0.01% | +100+1.0% | Added |
| Bessemer Group Inc | 9,775 | $749.0K | 0.00% | +450+4.8% | Added |
| Profund Advisors LLC | 9,672 | $739.9K | 0.02% | −782−7.5% | Reduced |
| Hantz Financial Services, Inc. | 9,527 | $729.0K | 0.01% | −2,072−17.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,520 | $728.3K | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 9,479 | $725.1K | 0.01% | +5,356+129.9% | Added |
| Prudential PLC | 9,471 | $724.5K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,448 | $722.7K | 0.00% | +2,356+33.2% | Added |