CMS EnergyCMS
13F holders, Q1 2024 (March 31)663holders
6famous investors
$60.30avg. 13F price*
At the end of Q1 2024, 663 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock Inc. ($1.6B) and JPMorgan Chase & Co. ($1.4B). 6 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- CMS Energy Corp.
- Sector
- Utilities
- CUSIP
- 125896100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $96.5M |
| Exits | 41 | $91.6M |
Ownership 663 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.6% | 36,805,809 | $2.2B |
| BlackRock Inc. | 0.04% | Reduce -7.2% | 27,206,390 | $1.6B |
| JPMorgan Chase & Co. | 0.12% | Add +14.0% | 22,662,964 | $1.4B |
| State Street Corp. | 0.05% | Add +4.3% | 17,932,319 | $1.1B |
| Geode Capital Management, LLC | 0.04% | Add +5.0% | 7,115,928 | $428.3M |
| Ameriprise Financial Inc. | 0.11% | Add +1.9% | 6,785,710 | $409.4M |
| Morgan Stanley | 0.03% | Reduce -2.9% | 6,483,889 | $391.2M |
| Wells Fargo & Company | 0.10% | Add +7.4% | 6,334,561 | $382.2M |
| Capital International Investors | 0.08% | Reduce -0.2% | 6,196,207 | $373.9M |
| Invesco Ltd. | 0.06% | Reduce -0.7% | 4,684,310 | $282.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.29% | Reduce -3.3% | 4,163,852 | $251.2M |
| Amundi | 0.10% | Reduce -1.4% | 4,039,983 | $236.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -8.2% | 3,699,204 | $223.2M |
| Goldman Sachs Group Inc. | 0.05% | Add +17.2% | 3,690,939 | $222.7M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -31.1% | 3,619,975 | $218.4M |
| Legal & General Group Plc | 0.06% | Add +1.5% | 3,546,955 | $214.0M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -1.1% | 3,417,050 | $206.2M |
| Pictet Asset Management Holding SA | 0.22% | Reduce -24.1% | 3,412,259 | $205.9M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +11484.4% | 3,077,060 | $185.7M |
| Franklin Resources Inc. | 0.06% | Reduce -6.4% | 2,921,683 | $176.3M |
| FIL Ltd | 0.17% | Add +0.0% | 2,883,539 | $174.0M |
| Northern Trust Corp. | 0.03% | Reduce -4.5% | 2,782,889 | $167.9M |
| Capital Research Global Investors | 0.04% | Reduce -50.9% | 2,747,739 | $165.8M |
| Perpetual Ltd | 1.54% | Add +5.4% | 2,607,102 | $157.3M |
| Bank of America Corp. | 0.01% | Add +4.8% | 2,396,174 | $144.6M |
| Norges Bank | 0.02% | Add +15.8% | 2,212,735 | $133.5M |
| Magellan Asset Management Ltd | 1.26% | Reduce -21.4% | 2,189,510 | $132.1M |
| Jennison Associates LLC | 0.08% | Add +0.1% | 2,077,855 | $125.4M |
| Duff & Phelps Investment Management Co. | 1.46% | Reduce -7.3% | 2,017,775 | $121.8M |
| American Century Companies Inc. | 0.08% | Add +0.5% | 1,993,680 | $120.3M |
| ExodusPoint Capital Management, LP | 1.40% | Reduce -52.3% | 1,873,659 | $113.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.3% | 1,735,059 | $104.7M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -18.7% | 1,664,359 | $102.9M |
| California Public Employees Retirement System | 0.07% | Reduce -6.3% | 1,698,131 | $102.5M |
| Deutsche Bank AG | 0.05% | Add +100.8% | 1,607,853 | $97.0M |
| Prudential Financial Inc. | 0.14% | Add +629.1% | 1,590,955 | $96.0M |
| Macquarie Group Ltd. | 0.10% | Add +2.1% | 1,503,372 | $90.7M |
| Reaves W H & Co. Inc. | 3.27% | Reduce -17.6% | 1,481,220 | $89.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -4.6% | 1,391,294 | $84.0M |
| DekaBank Deutsche Girozentrale | 0.15% | Add +46.2% | 1,332,892 | $79.3M |
| Brookfield Corp | 0.43% | Reduce -9.9% | 1,206,697 | $72.8M |
| First Trust Advisors LP | 0.07% | Add +479.8% | 1,177,322 | $71.0M |
| Ceredex Value Advisors LLC | 1.22% | Reduce -6.0% | 1,156,107 | $69.8M |
| HSBC Holdings PLC | 0.05% | Add +7.7% | 1,154,166 | $69.6M |
| Aberdeen Group plc | 0.13% | Add +2.8% | 1,139,030 | $68.7M |
| HITE Hedge Asset Management LLC | 6.83% | Add +45.1% | 1,127,711 | $68.0M |
| UniSuper Management Pty Ltd | 0.64% | Add +15.8% | 1,115,361 | $67.3M |
| Lord, Abbett & Co. LLC | 0.22% | Add +221.2% | 1,113,989 | $67.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.9% | 1,047,871 | $63.2M |
| D. E. Shaw & Co. | 0.09% | Add +1328.1% | 1,039,314 | $62.7M |
| UBS Group AG | 0.02% | Reduce -3.9% | 1,034,589 | $62.4M |
| Bank of Montreal | 0.02% | Reduce -30.6% | 1,002,680 | $60.1M |
| Millennium Management | 0.05% | Reduce -30.3% | 988,533 | $59.6M |
| Credit Suisse AG/ | 0.06% | Reduce -2.7% | 974,544 | $58.8M |
| Cohen & Steers, Inc. | 0.12% | Reduce -8.8% | 942,276 | $56.9M |
| Energy Income Partners, LLC | 1.11% | Add +8.3% | 898,774 | $54.2M |
| Soroban Capital Partners LP | 0.80% | Add +106.0% | 881,302 | $53.2M |
| Swiss National Bank | 0.04% | Reduce -4.2% | 873,800 | $52.7M |
| 1832 Asset Management L.P. | 0.10% | Reduce -42.0% | 873,370 | $52.7M |
| STRS Ohio | 0.21% | Add +13.8% | 868,614 | $52.4M |
| Zimmer Partners, LP | 1.13% | Add +448.5% | 860,524 | $51.9M |
| APG Asset Management N.V. | 0.09% | Add +1.1% | 919,875 | $51.4M |
| Caisse de depot et placement du Quebec | 0.12% | Reduce -70.6% | 816,340 | $49.3M |
| Barclays PLC | 0.02% | Reduce -6.2% | 813,392 | $49.1M |
| Citadel Advisors | 0.05% | Add +2249.9% | 778,782 | $47.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +47.1% | 775,454 | $46.8M |
| iA Global Asset Management Inc. | 0.94% | Reduce -0.8% | 764,234 | $46.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.9% | 749,348 | $45.2M |
| ING Groep NV | 0.31% | Add +53.5% | 746,280 | $45.0M |
| Royal Bank of Canada | 0.01% | Reduce -1.0% | 740,739 | $44.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.83% | Reduce -26.7% | 740,680 | $44.7M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -17.1% | 690,290 | $41.7M |
| Schonfeld Strategic Advisors LLC | 0.32% | Add +112.5% | 672,603 | $40.6M |
| Partners Group Holding AG | 3.64% | Reduce -4.2% | 665,158 | $40.1M |
| Miller Howard Investments Inc. | 1.31% | Add +19.8% | 660,031 | $39.8M |
| Victory Capital Management Inc. | 0.04% | Add +28.5% | 642,534 | $38.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.24% | Add +6.7% | 583,885 | $35.2M |
| TD Asset Management Inc | 0.03% | Reduce -6.0% | 581,408 | $35.1M |
| Rhumbline Advisers | 0.03% | Reduce -3.0% | 580,691 | $35.0M |
| Truist Financial Corp. | 0.05% | Add +3.5% | 566,073 | $34.2M |
| Citigroup Inc. | 0.04% | Reduce -23.0% | 536,772 | $32.4M |
| Aviva PLC | 0.11% | Add +7.7% | 514,285 | $31.0M |
| FMR LLC | 0.00% | Reduce -49.9% | 488,234 | $29.5M |
| M&T Bank Corp | 0.10% | Add +6.2% | 469,372 | $28.3M |
| Bahl & Gaynor LLC | 0.15% | Add +42.8% | 461,409 | $27.8M |
| AMF Tjanstepension AB | 0.21% | Add +150.1% | 452,333 | $27.3M |
| National Pension Service | 0.03% | Add +1.4% | 426,127 | $25.7M |
| Assenagon Asset Management S.A. | 0.07% | Reduce -21.3% | 406,786 | $24.5M |
| California State Teachers Retirement System | 0.03% | Reduce -3.9% | 391,922 | $23.6M |
| Principal Financial Group Inc. | 0.01% | Add +2.8% | 382,597 | $23.1M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +8.5% | 362,163 | $22.2M |
| Ensign Peak Advisors, Inc | 0.04% | Add +112.6% | 364,635 | $22.0M |
| RWC Asset Management LLP | 1.65% | Reduce -6.1% | 360,730 | $21.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +16.4% | 352,451 | $21.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.1% | 342,887 | $20.7M |
| Capital Group Private Client Services, Inc. | 0.20% | Add +12.5% | 323,489 | $19.5M |
| Bruce & Co., Inc. | 6.42% | No change | 316,000 | $19.1M |
| Panagora Asset Management Inc. | 0.10% | Add +300.1% | 313,311 | $18.9M |
| Yaupon Capital Management LP | 1.62% | Reduce -16.0% | 310,113 | $18.7M |
| Renaissance Technologies | 0.03% | Add +72.5% | 300,600 | $18.1M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.