CMS EnergyCMS
13F holders, Q4 2024 (December 31)715holders +6
64new positions
82sold out
7famous investors
$66.63avg. 13F price*
At the end of Q4 2024, 715 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 6 from Q3 2024. 64 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock, Inc. ($2.1B) and JPMorgan Chase & Co. ($1.7B). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- CMS Energy Corp.
- Sector
- Utilities
- CUSIP
- 125896100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $160.7M |
| Exits | 82 | $132.6M |
All 13F filers, Q3 2024 → Q4 2024: 17,368,574 shares bought and 18,467,130 shares sold, net −1,098,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 715 holders
| Vanguard Group Inc. | 0.04% | Add +0.8% | 38,175,088 | $2.5B |
| BlackRock, Inc. | 0.04% | Add +2.2% | 31,327,816 | $2.1B |
| JPMorgan Chase & Co. | 0.14% | Reduce -5.3% | 25,589,387 | $1.7B |
| State Street Corp. | 0.04% | Reduce -0.9% | 16,177,164 | $1.1B |
| T. Rowe Price Associates Inc. | 0.11% | Add +32.4% | 14,256,949 | $950.2M |
| Massachusetts Financial Services Co. | 0.21% | Add +28.0% | 9,741,389 | $649.3M |
| Geode Capital Management, LLC | 0.04% | Add +1.3% | 7,608,680 | $505.9M |
| Wells Fargo & Company | 0.10% | Reduce -4.0% | 5,918,398 | $394.5M |
| Morgan Stanley | 0.03% | Reduce -3.3% | 5,785,932 | $385.6M |
| Invesco Ltd. | 0.06% | Add +11.2% | 5,058,389 | $337.1M |
| Ameriprise Financial Inc. | 0.08% | Reduce -2.1% | 4,931,669 | $328.6M |
| Deutsche Bank AG | 0.13% | Add +8.7% | 4,886,658 | $325.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.35% | Add +2.8% | 4,865,162 | $324.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +0.9% | 3,730,412 | $248.6M |
| Legal & General Group Plc | 0.05% | Reduce -2.3% | 3,087,226 | $205.8M |
| Bank of America Corp. | 0.02% | Reduce -8.9% | 3,032,673 | $202.1M |
| Northern Trust Corp. | 0.03% | Add +11.6% | 2,986,489 | $199.0M |
| FIL Ltd | 0.18% | Reduce -0.3% | 2,938,084 | $195.8M |
| Amundi | 0.07% | Reduce -37.2% | 2,814,258 | $186.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +21.7% | 2,624,075 | $174.9M |
| Norges Bank | 0.02% | Add +20.3% | 2,577,617 | $171.8M |
| ExodusPoint Capital Management, LP | 1.77% | Add +15.5% | 2,556,267 | $170.4M |
| Pictet Asset Management Holding SA | 0.18% | Reduce -10.1% | 2,483,489 | $165.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.3% | 2,285,627 | $152.3M |
| Perpetual Ltd | 1.62% | Reduce -9.7% | 2,074,117 | $138.2M |
| Jennison Associates LLC | 0.08% | Reduce -1.4% | 1,931,605 | $128.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.1% | 1,879,271 | $125.3M |
| Franklin Resources Inc. | 0.03% | Reduce -33.4% | 1,827,152 | $121.8M |
| Truist Financial Corp. | 0.17% | Add +10.0% | 1,621,562 | $108.1M |
| Nuveen Asset Management, LLC | 0.03% | Add +2.2% | 1,608,392 | $107.2M |
| iA Global Asset Management Inc. | 1.87% | Add +3.0% | 1,598,991 | $106.6M |
| Duff & Phelps Investment Management Co. | 1.14% | Reduce -7.1% | 1,433,047 | $95.5M |
| CBRE Investment Management Listed Real Assets LLC | 1.68% | Add +17.6% | 1,414,311 | $94.3M |
| Magellan Asset Management Ltd | 1.03% | Reduce -6.1% | 1,412,524 | $94.1M |
| Macquarie Group Ltd. | 0.11% | Add +7.5% | 1,416,373 | $93.6M |
| California Public Employees Retirement System | 0.06% | Add +1.8% | 1,374,324 | $91.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.1% | 1,367,975 | $91.2M |
| Zimmer Partners, LP | 1.55% | New | 1,337,928 | $89.2M |
| Lord, Abbett & Co. LLC | 0.29% | Reduce -0.3% | 1,331,828 | $88.8M |
| DekaBank Deutsche Girozentrale | 0.16% | No change | 1,333,955 | $88.6M |
| Reaves W H & Co. Inc. | 2.25% | Reduce -3.9% | 1,278,281 | $85.2M |
| UBS Group AG | 0.02% | Add +39.4% | 1,214,835 | $81.0M |
| Brookfield Corp | 0.46% | Reduce -6.1% | 1,126,816 | $75.1M |
| Prudential Financial Inc. | 0.10% | Add +207.9% | 1,115,524 | $74.3M |
| Aberdeen Group plc | 0.12% | Add +1.3% | 980,651 | $65.1M |
| Royal Bank of Canada | 0.01% | Add +4.6% | 945,745 | $63.0M |
| First Trust Advisors LP | 0.05% | Reduce -4.5% | 878,791 | $58.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.9% | 854,716 | $57.0M |
| Barclays PLC | 0.03% | Add +39.0% | 846,296 | $56.4M |
| Swiss National Bank | 0.04% | Reduce -4.8% | 844,000 | $56.3M |
| Fisher Funds Management LTD | 1.30% | — | 811,746 | $53.9M |
| UniSuper Management Pty Ltd | 0.38% | Add +0.9% | 802,890 | $53.5M |
| Railway Pension Investments Ltd | 0.70% | No change | 790,900 | $52.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +4.5% | 755,162 | $50.3M |
| Assenagon Asset Management S.A. | 0.08% | Add +760.5% | 700,135 | $46.7M |
| Capital International Investors | 0.01% | Add +0.0% | 697,348 | $46.5M |
| Partners Group Holding AG | 1.57% | Reduce -10.4% | 657,749 | $43.8M |
| HSBC Holdings PLC | 0.03% | Reduce -5.5% | 634,749 | $42.3M |
| Rhumbline Advisers | 0.04% | Reduce -1.5% | 634,195 | $42.3M |
| BNP Paribas Financial Markets | 0.03% | Add +14.5% | 630,996 | $42.1M |
| Aviva PLC | 0.11% | Add +1.1% | 623,267 | $41.5M |
| Energy Income Partners, LLC | 0.84% | Reduce -16.4% | 611,731 | $40.8M |
| Bank of Montreal | 0.02% | Reduce -43.3% | 611,311 | $40.7M |
| Citigroup Inc. | 0.04% | Reduce -9.1% | 604,954 | $40.3M |
| FMR LLC | 0.00% | Add +101.0% | 594,120 | $39.6M |
| Bahl & Gaynor LLC | 0.21% | Add +6.3% | 589,734 | $39.3M |
| STRS Ohio | 0.15% | Add +2.7% | 574,849 | $38.3M |
| TD Asset Management Inc | 0.03% | Reduce -1.5% | 569,086 | $37.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.23% | Reduce -0.4% | 564,087 | $37.6M |
| Miller Howard Investments Inc. | 1.24% | Reduce -13.9% | 563,806 | $37.6M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -2.7% | 546,623 | $36.4M |
| Janus Henderson Group PLC | 0.02% | Add +12.7% | 539,887 | $36.0M |
| 1832 Asset Management L.P. | 0.06% | Reduce -16.6% | 536,568 | $35.8M |
| Victory Capital Management Inc. | 0.04% | Reduce -6.6% | 524,997 | $35.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.7% | 478,444 | $31.9M |
| M&T Bank Corp | 0.11% | Reduce -1.5% | 475,951 | $31.7M |
| Principal Financial Group Inc. | 0.01% | Add +0.6% | 410,908 | $27.4M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -11.8% | 407,880 | $27.2M |
| National Pension Service | 0.02% | Reduce -10.6% | 390,766 | $26.0M |
| RWC Asset Management LLP | 1.50% | Add +4.3% | 373,757 | $24.9M |
| Raymond James Financial Inc. | 0.01% | — | 367,299 | $24.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | — | 360,865 | $24.1M |
| Tortoise Capital Advisors, L.L.C. | 0.31% | Add +9.0% | 359,738 | $24.0M |
| Schroder Investment Management Group | 0.02% | Reduce 0.0% | 355,781 | $23.7M |
| California State Teachers Retirement System | 0.03% | Reduce -4.3% | 355,169 | $23.7M |
| Renaissance Technologies | 0.03% | Add +615.2% | 347,600 | $23.2M |
| Public Employees Retirement Association of Colorado | 0.09% | Reduce -0.8% | 345,637 | $23.0M |
| Alliancebernstein L.P. | 0.01% | Add +0.4% | 341,982 | $22.8M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -11.7% | 337,192 | $22.5M |
| APG Asset Management N.V. | 0.06% | Reduce -41.9% | 342,776 | $22.1M |
| Millennium Management | 0.02% | Add +165.5% | 320,877 | $21.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -43.4% | 320,617 | $21.4M |
| Susquehanna Fundamental Investments, LLC | 0.35% | — | 315,593 | $21.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +24.5% | 312,656 | $20.8M |
| AQR Capital Management | 0.03% | Add +26.1% | 309,963 | $20.7M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -7.2% | 309,568 | $20.6M |
| Capital Group Private Client Services, Inc. | 0.19% | Add +0.3% | 306,982 | $20.5M |
| HITE Hedge Asset Management LLC | 1.45% | Reduce -16.4% | 297,186 | $19.8M |
| State of Wisconsin Investment Board | 0.05% | Reduce -8.0% | 293,726 | $19.6M |
| Avalon Trust Co | 1.37% | Reduce -0.1% | 289,540 | $19.3M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.