CMS EnergyCMS
13F holders, Q2 2024 (June 30)685holders +22
73new positions
53sold out
8famous investors
$59.53avg. 13F price*
At the end of Q2 2024, 685 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 22 from Q1 2024. 73 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock Inc. ($1.7B) and JPMorgan Chase & Co. ($1.5B). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $155.2M |
| Exits | 53 | $149.7M |
All 13F filers, Q1 2024 → Q2 2024: 22,890,881 shares bought and 23,642,751 shares sold, net −751,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 685 holders
| Vanguard Group Inc. | 0.04% | Add +2.7% | 37,801,982 | $2.3B |
| BlackRock Inc. | 0.04% | Add +5.1% | 28,605,775 | $1.7B |
| JPMorgan Chase & Co. | 0.13% | Add +10.6% | 25,055,113 | $1.5B |
| State Street Corp. | 0.04% | Reduce -10.4% | 16,066,268 | $956.4M |
| Geode Capital Management, LLC | 0.04% | Add +4.1% | 7,404,708 | $439.7M |
| Massachusetts Financial Services Co. | 0.13% | Add +101.7% | 6,891,027 | $410.2M |
| Ameriprise Financial Inc. | 0.11% | Reduce -1.3% | 6,699,255 | $401.3M |
| Morgan Stanley | 0.03% | Add +1.8% | 6,601,731 | $393.0M |
| Wells Fargo & Company | 0.10% | Reduce -2.3% | 6,187,922 | $368.4M |
| Invesco Ltd. | 0.06% | Reduce -2.9% | 4,547,859 | $270.7M |
| Amundi | 0.10% | Add +11.3% | 4,496,713 | $264.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.28% | Add +2.1% | 4,249,767 | $253.0M |
| Goldman Sachs Group Inc. | 0.05% | Add +7.7% | 3,973,658 | $236.6M |
| Bank of New York Mellon Corp | 0.04% | Reduce -3.4% | 3,574,495 | $212.8M |
| Deutsche Bank AG | 0.10% | Add +121.6% | 3,562,492 | $212.1M |
| Legal & General Group Plc | 0.06% | Reduce -5.6% | 3,348,673 | $199.3M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Add +0.9% | 3,104,447 | $184.8M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -9.6% | 3,083,157 | $183.5M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -16.3% | 3,031,357 | $180.5M |
| FIL Ltd | 0.17% | Reduce -1.0% | 2,853,534 | $169.9M |
| Northern Trust Corp. | 0.03% | Add +2.5% | 2,853,513 | $169.9M |
| Franklin Resources Inc. | 0.05% | Reduce -3.0% | 2,835,238 | $168.8M |
| Perpetual Ltd | 1.66% | Reduce -1.4% | 2,570,700 | $153.0M |
| Bank of America Corp. | 0.01% | Add +3.2% | 2,473,917 | $147.3M |
| ExodusPoint Capital Management, LP | 1.41% | Add +15.2% | 2,158,968 | $128.5M |
| Norges Bank | 0.02% | Reduce -2.6% | 2,154,486 | $128.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +53.6% | 2,137,439 | $127.2M |
| Jennison Associates LLC | 0.08% | Reduce -1.3% | 2,050,982 | $122.1M |
| Nuveen Asset Management, LLC | 0.03% | Add +10.9% | 1,846,539 | $113.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.6% | 1,797,193 | $107.0M |
| American Century Companies Inc. | 0.06% | Reduce -18.6% | 1,622,082 | $96.6M |
| Duff & Phelps Investment Management Co. | 1.22% | Reduce -20.0% | 1,615,109 | $96.1M |
| iA Global Asset Management Inc. | 1.77% | Add +103.6% | 1,555,898 | $92.6M |
| Magellan Asset Management Ltd | 0.88% | Reduce -29.3% | 1,548,180 | $92.2M |
| Soroban Capital Partners LP | 1.26% | Add +63.8% | 1,443,203 | $85.9M |
| Macquarie Group Ltd. | 0.10% | Reduce -4.2% | 1,439,732 | $85.7M |
| Bank of Montreal | 0.03% | Add +37.4% | 1,377,752 | $82.7M |
| California Public Employees Retirement System | 0.06% | Reduce -19.5% | 1,366,487 | $81.3M |
| DekaBank Deutsche Girozentrale | 0.14% | Add +0.2% | 1,334,994 | $80.1M |
| Reaves W H & Co. Inc. | 2.70% | Reduce -9.4% | 1,342,262 | $79.9M |
| Lord, Abbett & Co. LLC | 0.26% | Add +19.6% | 1,332,690 | $79.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +22.3% | 1,281,504 | $76.3M |
| Capital Research Global Investors | 0.02% | Reduce -55.4% | 1,226,454 | $73.0M |
| Brookfield Corp | 0.45% | Reduce -1.2% | 1,192,669 | $71.0M |
| Aberdeen Group plc | 0.13% | Add +1.6% | 1,157,210 | $68.9M |
| UBS Group AG | 0.02% | Add +0.6% | 1,040,315 | $61.9M |
| HITE Hedge Asset Management LLC | 5.92% | Reduce -10.5% | 1,009,193 | $60.1M |
| First Trust Advisors LP | 0.06% | Reduce -18.1% | 964,783 | $57.4M |
| Prudential Financial Inc. | 0.08% | Reduce -42.2% | 918,937 | $54.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +14.1% | 884,878 | $52.7M |
| Swiss National Bank | 0.04% | Add +1.2% | 884,100 | $52.6M |
| APG Asset Management N.V. | 0.09% | Reduce -0.9% | 911,958 | $50.7M |
| Royal Bank of Canada | 0.01% | Add +7.8% | 798,757 | $47.6M |
| AMF Tjanstepension AB | 0.35% | Add +76.2% | 796,882 | $47.5M |
| UniSuper Management Pty Ltd | 0.39% | Reduce -28.7% | 795,414 | $47.4M |
| Railway Pension Investments Ltd | 0.56% | New | 790,900 | $47.1M |
| Energy Income Partners, LLC | 1.02% | Reduce -14.6% | 767,717 | $45.7M |
| Renaissance Technologies | 0.08% | Add +155.2% | 767,100 | $45.7M |
| Truist Financial Corp. | 0.07% | Add +29.9% | 735,233 | $43.8M |
| Assenagon Asset Management S.A. | 0.11% | Add +79.9% | 731,887 | $43.6M |
| CBRE Investment Management Listed Real Assets LLC | 0.80% | Reduce -1.3% | 730,879 | $43.5M |
| HSBC Holdings PLC | 0.03% | Reduce -36.8% | 729,904 | $43.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -4.8% | 713,074 | $42.4M |
| Partners Group Holding AG | 3.12% | Add +4.6% | 695,982 | $41.4M |
| Capital International Investors | 0.01% | Reduce -88.8% | 695,907 | $41.4M |
| 1832 Asset Management L.P. | 0.07% | Reduce -20.9% | 690,717 | $41.1M |
| Barclays PLC | 0.02% | Reduce -16.3% | 680,880 | $40.5M |
| Miller Howard Investments Inc. | 1.29% | Reduce -1.0% | 653,543 | $38.9M |
| Aviva PLC | 0.10% | Add +20.8% | 621,289 | $37.0M |
| Ceredex Value Advisors LLC | 0.68% | Reduce -47.6% | 606,150 | $36.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.23% | Add +2.3% | 597,148 | $35.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -7.4% | 594,728 | $35.4M |
| Rhumbline Advisers | 0.03% | Add +1.5% | 589,212 | $35.1M |
| TD Asset Management Inc | 0.03% | Add +0.5% | 584,087 | $34.8M |
| BNP Paribas Financial Markets | 0.04% | Add +120.8% | 561,313 | $33.4M |
| STRS Ohio | 0.13% | Reduce -36.6% | 550,338 | $32.8M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -21.1% | 544,789 | $32.4M |
| Citigroup Inc. | 0.03% | Add +0.8% | 541,281 | $32.2M |
| Bahl & Gaynor LLC | 0.17% | Add +9.1% | 503,231 | $30.0M |
| M&T Bank Corp | 0.10% | Add +2.2% | 479,718 | $28.6M |
| Citadel Advisors | 0.03% | Reduce -40.5% | 463,786 | $27.6M |
| Yaupon Capital Management LP | 2.44% | Add +47.9% | 458,513 | $27.3M |
| Ensign Peak Advisors, Inc | 0.05% | Add +25.5% | 457,455 | $27.2M |
| National Pension Service | 0.03% | Add +2.6% | 437,175 | $26.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +14.6% | 403,851 | $24.0M |
| California State Teachers Retirement System | 0.03% | Add +0.6% | 394,251 | $23.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.8% | 379,636 | $22.6M |
| Russell Investments Group, Ltd. | 0.04% | Add +31.9% | 371,945 | $22.1M |
| RWC Asset Management LLP | 1.85% | Add +0.2% | 361,613 | $21.5M |
| D. E. Shaw & Co. | 0.03% | Reduce -65.3% | 360,748 | $21.5M |
| Alliancebernstein L.P. | 0.01% | Add +2.7% | 352,069 | $21.0M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -7.9% | 333,626 | $19.9M |
| Bruce & Co., Inc. | 6.37% | Add +1.3% | 320,000 | $19.0M |
| Susquehanna Fundamental Investments, LLC | 0.43% | Add +6.6% | 313,493 | $18.7M |
| Capital Group Private Client Services, Inc. | 0.19% | Reduce -3.8% | 311,287 | $18.5M |
| Avalon Trust Co | 1.38% | New | 292,075 | $17.4M |
| FMR LLC | 0.00% | Reduce -40.3% | 291,541 | $17.4M |
| Sei Investments Co. | 0.02% | Reduce -1.4% | 286,523 | $17.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -0.8% | 286,461 | $17.1M |
| Teacher Retirement System of Texas | 0.10% | Add +6.2% | 281,713 | $16.8M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.