CMS EnergyCMS
13F holders, Q1 2025 (March 31)733holders +18
81new positions
64sold out
7famous investors
$75.09avg. 13F price*
At the end of Q1 2025, 733 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 18 from Q4 2024. 81 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($2.3B) and JPMorgan Chase & Co. ($1.8B). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- CMS Energy Corp.
- Sector
- Utilities
- CUSIP
- 125896100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $238.0M |
| Exits | 64 | $329.0M |
All 13F filers, Q4 2024 → Q1 2025: 18,728,199 shares bought and 16,142,372 shares sold, net +2,585,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 733 holders
| Vanguard Group Inc. | 0.05% | Add +0.4% | 38,341,416 | $2.9B |
| BlackRock, Inc. | 0.05% | Reduce -1.7% | 30,802,127 | $2.3B |
| JPMorgan Chase & Co. | 0.13% | Reduce -8.7% | 23,374,402 | $1.8B |
| State Street Corp. | 0.05% | Add +3.1% | 16,680,701 | $1.3B |
| T. Rowe Price Associates Inc. | 0.15% | Add +16.1% | 16,554,877 | $1.2B |
| Massachusetts Financial Services Co. | 0.24% | Reduce -1.2% | 9,628,648 | $723.2M |
| Geode Capital Management, LLC | 0.05% | Add +3.7% | 7,890,706 | $590.9M |
| Invesco Ltd. | 0.10% | Add +38.8% | 7,019,494 | $527.2M |
| Wells Fargo & Company | 0.11% | Add +5.2% | 6,223,615 | $467.5M |
| Morgan Stanley | 0.03% | Reduce -1.8% | 5,681,781 | $426.8M |
| Ameriprise Financial Inc. | 0.10% | Reduce -0.0% | 4,930,673 | $370.8M |
| Deutsche Bank AG | 0.14% | Reduce -1.6% | 4,805,897 | $361.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.42% | Reduce -2.0% | 4,767,377 | $358.1M |
| Goldman Sachs Group Inc. | 0.06% | Add +20.2% | 4,483,585 | $336.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +29.8% | 3,407,152 | $255.9M |
| Bank of America Corp. | 0.02% | Add +3.4% | 3,136,612 | $235.6M |
| Northern Trust Corp. | 0.03% | Add +1.3% | 3,026,335 | $227.3M |
| Legal & General Group Plc | 0.06% | Reduce -2.7% | 3,004,861 | $225.7M |
| FIL Ltd | 0.21% | Add +0.3% | 2,946,797 | $221.3M |
| Amundi | 0.08% | Reduce -1.1% | 2,782,765 | $210.1M |
| Norges Bank | 0.03% | Add +0.2% | 2,582,105 | $193.9M |
| Lord, Abbett & Co. LLC | 0.65% | Add +72.9% | 2,302,338 | $172.9M |
| Bank of New York Mellon Corp | 0.03% | Add +0.2% | 2,289,187 | $171.9M |
| Pictet Asset Management Holding SA | 0.19% | Reduce -8.8% | 2,264,442 | $170.1M |
| Perpetual Ltd | 1.96% | Add +4.0% | 2,155,984 | $161.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.3% | 1,902,847 | $142.9M |
| Jennison Associates LLC | 0.10% | Reduce -3.1% | 1,872,284 | $140.6M |
| Truist Financial Corp. | 0.21% | Add +8.4% | 1,757,747 | $132.0M |
| UBS Group AG | 0.03% | Add +43.0% | 1,737,410 | $130.5M |
| Franklin Resources Inc. | 0.04% | Reduce -7.0% | 1,699,563 | $127.7M |
| iA Global Asset Management Inc. | 1.84% | Reduce -11.1% | 1,421,557 | $106.8M |
| Nuveen, LLC | 0.03% | — | 1,421,183 | $106.7M |
| Citadel Advisors | 0.11% | New | 1,417,315 | $106.5M |
| Duff & Phelps Investment Management Co. | 1.22% | Reduce -3.6% | 1,382,047 | $103.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.9% | 1,342,217 | $100.8M |
| California Public Employees Retirement System | 0.07% | Reduce -2.9% | 1,334,065 | $100.2M |
| DekaBank Deutsche Girozentrale | 0.19% | Reduce -0.1% | 1,332,892 | $97.9M |
| Macquarie Group Ltd. | 0.12% | Reduce -8.1% | 1,301,818 | $97.8M |
| Barclays PLC | 0.04% | Add +52.5% | 1,290,811 | $97.0M |
| First Trust Advisors LP | 0.08% | Add +28.1% | 1,126,192 | $84.6M |
| Brookfield Corp | 0.11% | Reduce -4.7% | 1,073,538 | $80.6M |
| Royal Bank of Canada | 0.02% | Add +9.9% | 1,038,959 | $78.0M |
| CBRE Investment Management Listed Real Assets LLC | 1.16% | Reduce -29.3% | 1,000,360 | $75.1M |
| Citigroup Inc. | 0.06% | Add +65.0% | 998,286 | $75.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +13.2% | 967,778 | $72.7M |
| FMR LLC | 0.00% | Add +56.5% | 929,751 | $69.8M |
| Aberdeen Group plc | 0.13% | Reduce -6.5% | 916,597 | $68.5M |
| BNP Paribas Financial Markets | 0.05% | Add +42.0% | 896,313 | $67.3M |
| TD Asset Management Inc | 0.06% | Add +52.5% | 867,767 | $65.2M |
| Swiss National Bank | 0.04% | Reduce -0.1% | 842,700 | $63.3M |
| Fisher Funds Management LTD | 1.42% | Reduce -3.8% | 780,606 | $58.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -3.4% | 729,453 | $54.8M |
| Aviva PLC | 0.13% | Add +14.8% | 715,725 | $53.8M |
| Partners Group Holding AG | 2.14% | Add +3.7% | 682,096 | $51.2M |
| Railway Pension Investments Ltd | 0.73% | Reduce -13.9% | 681,200 | $51.2M |
| Rhumbline Advisers | 0.05% | Add +7.3% | 680,682 | $51.1M |
| Bahl & Gaynor LLC | 0.25% | Add +12.2% | 661,936 | $49.7M |
| Prudential Financial Inc. | 0.07% | Reduce -41.2% | 655,921 | $49.3M |
| Renaissance Technologies | 0.07% | Add +85.2% | 643,800 | $48.4M |
| Energy Income Partners, LLC | 0.91% | Add +3.5% | 632,895 | $47.5M |
| UniSuper Management Pty Ltd | 0.35% | Reduce -22.8% | 619,696 | $46.5M |
| HSBC Holdings PLC | 0.03% | Reduce -5.0% | 603,343 | $45.2M |
| Bank of Montreal | 0.02% | Reduce -2.6% | 595,192 | $44.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.25% | Add +0.7% | 568,245 | $42.7M |
| Miller Howard Investments Inc. | 1.36% | Add +0.6% | 567,186 | $42.6M |
| Vaughan Nelson Investment Management, L.P. | 0.42% | New | 554,000 | $41.6M |
| Capital International Investors | 0.01% | Reduce -21.4% | 548,166 | $41.2M |
| Victory Capital Management Inc. | 0.04% | Add +3.6% | 543,774 | $40.8M |
| STRS Ohio | 0.17% | Reduce -5.4% | 543,671 | $40.8M |
| Rockefeller Capital Management L.P. | 0.10% | Add +68.8% | 541,086 | $40.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +11.5% | 533,353 | $40.1M |
| RWC Asset Management LLP | 2.45% | Add +37.6% | 514,375 | $38.6M |
| AQR Capital Management | 0.04% | Add +58.2% | 490,311 | $36.8M |
| 1832 Asset Management L.P. | 0.07% | Reduce -11.0% | 477,770 | $35.9M |
| Janus Henderson Group PLC | 0.02% | Reduce -11.5% | 478,007 | $35.5M |
| Tortoise Capital Advisors, L.L.C. | 0.42% | Add +27.3% | 457,809 | $34.4M |
| Soroban Capital Partners LP | 0.48% | New | 454,437 | $34.1M |
| M&T Bank Corp | 0.12% | Reduce -8.3% | 436,521 | $32.8M |
| Alliancebernstein L.P. | 0.01% | Add +25.9% | 430,375 | $32.3M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +37.5% | 429,901 | $32.3M |
| D. E. Shaw & Co. | 0.04% | Add +79.7% | 412,626 | $31.0M |
| Public Employees Retirement Association of Colorado | 0.13% | Add +19.2% | 411,937 | $30.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -0.3% | 409,492 | $30.8M |
| National Pension Service | 0.03% | Add +2.7% | 401,212 | $30.1M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -2.6% | 397,100 | $29.8M |
| LPL Financial LLC | 0.01% | Add +46.2% | 375,998 | $28.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Add +1.1% | 364,944 | $27.4M |
| Reaves W H & Co. Inc. | 0.69% | Reduce -71.7% | 361,378 | $27.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.8% | 357,098 | $26.8M |
| California State Teachers Retirement System | 0.03% | Reduce -0.6% | 353,087 | $26.5M |
| Schroder Investment Management Group | 0.03% | Add +0.1% | 356,284 | $26.4M |
| State of Wisconsin Investment Board | 0.06% | Add +6.9% | 314,101 | $23.6M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +0.1% | 309,798 | $23.3M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -44.1% | 305,496 | $22.9M |
| Two Sigma Investments, LP | 0.05% | Add +485.8% | 299,189 | $22.5M |
| Capital Group Private Client Services, Inc. | 0.22% | Reduce -3.1% | 297,331 | $22.3M |
| National Bank of Canada | 0.03% | Add +11.8% | 296,676 | $22.3M |
| APG Asset Management N.V. | 0.07% | Reduce -8.9% | 312,276 | $21.7M |
| Avalon Trust Co | 1.72% | Reduce -0.5% | 288,021 | $21.6M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +34.3% | 286,008 | $21.5M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.