CMS EnergyCMS
13F holders, Q3 2024 (September 30)709holders +24
84new positions
59sold out
6famous investors
$70.60avg. 13F price*
At the end of Q3 2024, 709 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 24 from Q2 2024. 84 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($2.2B) and JPMorgan Chase & Co. ($1.9B). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- CMS Energy Corp.
- Sector
- Utilities
- CUSIP
- 125896100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $96.8M |
| Exits | 59 | $235.6M |
All 13F filers, Q2 2024 → Q3 2024: 24,224,240 shares bought and 19,633,577 shares sold, net +4,590,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 709 holders
| Vanguard Group Inc. | 0.05% | Add +0.1% | 37,859,077 | $2.7B |
| BlackRock, Inc. | 0.05% | — | 30,659,297 | $2.2B |
| JPMorgan Chase & Co. | 0.15% | Add +7.8% | 27,014,164 | $1.9B |
| State Street Corp. | 0.05% | Add +1.6% | 16,317,762 | $1.2B |
| T. Rowe Price Associates Inc. | 0.09% | Add +255.3% | 10,770,875 | $760.7M |
| Massachusetts Financial Services Co. | 0.16% | Add +10.4% | 7,610,120 | $537.5M |
| Geode Capital Management, LLC | 0.04% | Add +1.4% | 7,509,770 | $528.7M |
| Wells Fargo & Company | 0.11% | Reduce -0.4% | 6,162,430 | $435.3M |
| Morgan Stanley | 0.03% | Reduce -9.4% | 5,981,739 | $422.5M |
| Ameriprise Financial Inc. | 0.09% | Reduce -24.8% | 5,036,073 | $356.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.35% | Add +11.4% | 4,733,320 | $334.3M |
| Invesco Ltd. | 0.06% | Reduce -0.0% | 4,547,433 | $321.2M |
| Deutsche Bank AG | 0.13% | Add +26.2% | 4,495,391 | $317.5M |
| Amundi | 0.12% | Reduce -0.3% | 4,481,334 | $313.6M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -7.0% | 3,697,251 | $261.1M |
| GQG Partners LLC | 0.38% | Add +3578.3% | 3,403,754 | $240.4M |
| Bank of America Corp. | 0.02% | Add +34.5% | 3,327,793 | $235.0M |
| Legal & General Group Plc | 0.06% | Reduce -5.7% | 3,159,467 | $223.2M |
| FIL Ltd | 0.19% | Add +3.3% | 2,948,273 | $208.2M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -10.4% | 2,763,075 | $195.2M |
| Franklin Resources Inc. | 0.05% | Reduce -3.2% | 2,745,179 | $191.8M |
| Northern Trust Corp. | 0.03% | Reduce -6.3% | 2,675,000 | $188.9M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -25.3% | 2,319,308 | $163.8M |
| Perpetual Ltd | 1.76% | Reduce -10.6% | 2,297,937 | $162.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -35.9% | 2,291,941 | $161.9M |
| ExodusPoint Capital Management, LP | 1.61% | Add +2.5% | 2,212,590 | $156.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +0.9% | 2,155,842 | $152.3M |
| Norges Bank | 0.02% | Reduce -0.5% | 2,143,268 | $151.4M |
| Jennison Associates LLC | 0.09% | Reduce -4.5% | 1,959,497 | $138.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,822,389 | $128.7M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -14.8% | 1,573,496 | $113.6M |
| iA Global Asset Management Inc. | 1.93% | Reduce -0.2% | 1,552,732 | $109.7M |
| Duff & Phelps Investment Management Co. | 1.25% | Reduce -4.5% | 1,542,667 | $109.0M |
| Magellan Asset Management Ltd | 1.06% | Reduce -2.8% | 1,505,006 | $106.3M |
| Truist Financial Corp. | 0.16% | Add +100.5% | 1,474,022 | $104.1M |
| California Public Employees Retirement System | 0.07% | Reduce -1.2% | 1,349,925 | $95.3M |
| Lord, Abbett & Co. LLC | 0.30% | Add +0.2% | 1,335,316 | $94.3M |
| Reaves W H & Co. Inc. | 2.57% | Reduce -1.0% | 1,329,398 | $93.9M |
| DekaBank Deutsche Girozentrale | 0.17% | Reduce -0.1% | 1,333,955 | $93.8M |
| Macquarie Group Ltd. | 0.10% | Reduce -8.5% | 1,317,675 | $93.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.5% | 1,313,921 | $92.8M |
| CBRE Investment Management Listed Real Assets LLC | 1.36% | Add +64.6% | 1,203,144 | $85.0M |
| Brookfield Corp | 0.48% | Add +0.6% | 1,199,811 | $84.7M |
| Raymond James & Associates | 0.05% | Add +310.2% | 1,125,859 | $79.5M |
| Bank of Montreal | 0.04% | Reduce -21.8% | 1,077,699 | $75.9M |
| Aberdeen Group plc | 0.13% | Reduce -16.3% | 968,101 | $68.3M |
| First Trust Advisors LP | 0.06% | Reduce -4.6% | 920,529 | $65.0M |
| Royal Bank of Canada | 0.01% | Add +13.2% | 904,095 | $63.9M |
| National Bank of Canada | 0.08% | Add +404.8% | 892,734 | $63.1M |
| Swiss National Bank | 0.04% | Add +0.3% | 886,400 | $62.6M |
| UBS Group AG | 0.02% | Reduce -16.3% | 871,197 | $61.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.2% | 838,798 | $59.2M |
| AMF Tjanstepension AB | 0.40% | No change | 796,882 | $56.3M |
| UniSuper Management Pty Ltd | 0.42% | Reduce -0.0% | 795,346 | $56.2M |
| Railway Pension Investments Ltd | 0.67% | No change | 790,900 | $55.9M |
| Partners Group Holding AG | 3.34% | Add +5.5% | 734,278 | $51.9M |
| Energy Income Partners, LLC | 1.11% | Reduce -4.7% | 731,370 | $51.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +1.4% | 722,688 | $51.0M |
| Capital International Investors | 0.01% | Add +0.2% | 697,061 | $49.2M |
| HSBC Holdings PLC | 0.03% | Reduce -8.0% | 671,849 | $47.4M |
| Citigroup Inc. | 0.04% | Add +22.9% | 665,177 | $47.0M |
| Miller Howard Investments Inc. | 1.43% | Add +0.2% | 655,058 | $46.3M |
| Rhumbline Advisers | 0.04% | Add +9.3% | 643,905 | $45.5M |
| 1832 Asset Management L.P. | 0.08% | Reduce -6.8% | 643,407 | $45.4M |
| Aviva PLC | 0.11% | Reduce -0.8% | 616,451 | $43.5M |
| Barclays PLC | 0.02% | Reduce -10.6% | 608,887 | $43.0M |
| TD Asset Management Inc | 0.04% | Reduce -1.1% | 577,620 | $40.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.25% | Reduce -5.2% | 566,349 | $40.0M |
| Rockefeller Capital Management L.P. | 0.11% | Add +552.9% | 566,025 | $40.0M |
| Victory Capital Management Inc. | 0.04% | Reduce -5.5% | 562,225 | $39.7M |
| Canada Pension Plan Investment Board | 0.04% | Add +3.1% | 561,840 | $39.7M |
| STRS Ohio | 0.15% | Add +1.7% | 559,899 | $39.5M |
| Bahl & Gaynor LLC | 0.20% | Add +10.2% | 554,522 | $39.2M |
| BNP Paribas Financial Markets | 0.04% | Reduce -1.9% | 550,945 | $38.9M |
| APG Asset Management N.V. | 0.25% | Reduce -35.3% | 589,665 | $37.3M |
| M&T Bank Corp | 0.11% | Add +0.7% | 483,215 | $34.1M |
| Janus Henderson Group PLC | 0.02% | Add +1122.4% | 479,203 | $33.8M |
| Ensign Peak Advisors, Inc | 0.06% | Add +1.0% | 462,195 | $32.6M |
| National Pension Service | 0.03% | No change | 437,175 | $30.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +7.0% | 432,175 | $30.5M |
| Principal Financial Group Inc. | 0.02% | Add +7.6% | 408,331 | $28.8M |
| Artemis Investment Management LLP | 0.41% | New | 383,667 | $27.1M |
| Russell Investments Group, Ltd. | 0.04% | Add +2.6% | 381,799 | $27.0M |
| California State Teachers Retirement System | 0.03% | Reduce -5.9% | 371,096 | $26.2M |
| Prudential Financial Inc. | 0.04% | Reduce -60.6% | 362,342 | $25.6M |
| RWC Asset Management LLP | 1.81% | Reduce -0.9% | 358,273 | $25.3M |
| HITE Hedge Asset Management LLC | 2.89% | Reduce -64.8% | 355,566 | $25.1M |
| Schroder Investment Management Group | 0.03% | Add +61.2% | 355,793 | $25.1M |
| D. E. Shaw & Co. | 0.04% | Reduce -2.4% | 352,240 | $24.9M |
| Public Employees Retirement Association of Colorado | 0.10% | Add +25.2% | 348,421 | $24.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.3% | 340,574 | $24.1M |
| Yaupon Capital Management LP | 1.59% | Reduce -27.0% | 334,807 | $23.6M |
| State Board of Administration of Florida Retirement System | 0.04% | No change | 333,626 | $23.6M |
| Tortoise Capital Advisors, L.L.C. | 0.30% | Add +31.7% | 329,930 | $23.3M |
| State of Wisconsin Investment Board | 0.06% | Add +14.2% | 319,159 | $22.5M |
| Bruce & Co., Inc. | 6.40% | Reduce -3.1% | 310,000 | $21.9M |
| Capital Group Private Client Services, Inc. | 0.21% | Reduce -1.7% | 306,079 | $21.6M |
| FMR LLC | 0.00% | Add +1.4% | 295,638 | $20.9M |
| Avalon Trust Co | 1.51% | Reduce -0.7% | 289,950 | $20.5M |
| American Century Companies Inc. | 0.01% | Reduce -82.7% | 280,611 | $19.8M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.