CMS EnergyCMS
13F holders, Q2 2025 (June 30)744holders +11
81new positions
72sold out
8famous investors
$69.26avg. 13F price*
At the end of Q2 2025, 744 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 11 from Q1 2025. 81 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($2.1B) and JPMorgan Chase & Co. ($1.4B). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $162.9M |
| Exits | 72 | $81.0M |
All 13F filers, Q1 2025 → Q2 2025: 29,453,359 shares bought and 20,962,063 shares sold, net +8,491,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 744 holders
| Vanguard Group Inc. | 0.04% | Add +1.8% | 39,044,129 | $2.7B |
| BlackRock, Inc. | 0.04% | Add +0.1% | 30,834,987 | $2.1B |
| JPMorgan Chase & Co. | 0.10% | Reduce -10.9% | 20,818,677 | $1.4B |
| State Street Corp. | 0.05% | Add +4.7% | 17,457,182 | $1.2B |
| Massachusetts Financial Services Co. | 0.21% | Reduce -3.1% | 9,331,771 | $646.5M |
| Geode Capital Management, LLC | 0.04% | Add +1.6% | 8,020,765 | $553.4M |
| Invesco Ltd. | 0.08% | Add +2.0% | 7,162,402 | $496.2M |
| T. Rowe Price Associates Inc. | 0.05% | Reduce -57.9% | 6,970,815 | $482.9M |
| Morgan Stanley | 0.03% | Add +9.6% | 6,224,683 | $431.2M |
| Wells Fargo & Company | 0.09% | Reduce -4.7% | 5,933,313 | $411.1M |
| Deutsche Bank AG | 0.15% | Add +23.2% | 5,922,545 | $410.3M |
| GQG Partners LLC | 0.54% | Add +6715.4% | 5,492,088 | $380.5M |
| Victory Capital Management Inc. | 0.23% | Add +847.1% | 5,150,344 | $356.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.35% | Add +1.8% | 4,850,944 | $336.1M |
| Ameriprise Financial Inc. | 0.08% | Reduce -3.2% | 4,771,772 | $330.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +35.7% | 4,623,546 | $320.3M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -10.6% | 4,008,269 | $277.7M |
| Norges Bank | 0.03% | Add +33.6% | 3,449,056 | $239.0M |
| Bank of America Corp. | 0.02% | Add +5.6% | 3,311,592 | $229.4M |
| Lord, Abbett & Co. LLC | 0.76% | Add +41.1% | 3,248,232 | $225.0M |
| FIL Ltd | 0.18% | Add +0.5% | 2,961,325 | $205.2M |
| Legal & General Group Plc | 0.05% | Reduce -3.6% | 2,897,274 | $200.7M |
| Northern Trust Corp. | 0.03% | Reduce -4.9% | 2,879,295 | $199.5M |
| UBS Group AG | 0.03% | Add +33.4% | 2,318,001 | $160.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.7% | 2,181,078 | $151.1M |
| Citadel Advisors | 0.13% | Add +51.4% | 2,145,406 | $148.6M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -6.0% | 2,129,138 | $147.5M |
| Perpetual Ltd | 1.66% | Reduce -5.3% | 2,041,739 | $141.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.2% | 1,925,841 | $133.4M |
| Reaves W H & Co. Inc. | 2.88% | Add +418.2% | 1,872,542 | $129.7M |
| Jennison Associates LLC | 0.08% | Reduce -1.1% | 1,852,146 | $128.3M |
| Nuveen, LLC | 0.03% | Add +20.9% | 1,718,110 | $119.0M |
| Truist Financial Corp. | 0.17% | Reduce -2.5% | 1,714,251 | $118.8M |
| Franklin Resources Inc. | 0.03% | Reduce -6.0% | 1,597,121 | $110.6M |
| Macquarie Group Ltd. | 0.13% | Add +13.2% | 1,473,829 | $102.1M |
| Qube Research & Technologies Ltd | 0.14% | Add +1048.7% | 1,460,924 | $101.2M |
| Duff & Phelps Investment Management Co. | 1.18% | Add +5.2% | 1,453,667 | $100.7M |
| Amundi | 0.03% | Reduce -48.2% | 1,440,326 | $100.4M |
| Soroban Capital Partners LP | 0.97% | Add +215.8% | 1,435,170 | $99.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.4% | 1,388,025 | $96.2M |
| iA Global Asset Management Inc. | 1.42% | Reduce -4.2% | 1,361,949 | $94.4M |
| DekaBank Deutsche Girozentrale | 0.16% | Add +0.1% | 1,333,955 | $91.6M |
| Barclays PLC | 0.04% | Add +1.4% | 1,308,831 | $90.7M |
| California Public Employees Retirement System | 0.05% | Reduce -18.7% | 1,084,623 | $75.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.3% | 1,038,686 | $72.0M |
| First Trust Advisors LP | 0.06% | Reduce -8.6% | 1,029,028 | $71.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.04% | Reduce -1.6% | 984,104 | $68.2M |
| Royal Bank of Canada | 0.01% | Reduce -12.7% | 907,532 | $62.9M |
| TD Asset Management Inc | 0.05% | Add +4.4% | 906,109 | $62.8M |
| Swiss National Bank | 0.04% | Add +7.4% | 905,400 | $62.7M |
| UniSuper Management Pty Ltd | 0.42% | Add +45.3% | 900,174 | $62.4M |
| Brookfield Corp | 0.07% | Reduce -17.6% | 884,640 | $61.3M |
| Citigroup Inc. | 0.04% | Reduce -14.1% | 857,663 | $59.4M |
| Aberdeen Group plc | 0.10% | Reduce -7.6% | 847,288 | $58.7M |
| Rockefeller Capital Management L.P. | 0.12% | Add +48.3% | 802,409 | $55.6M |
| Fisher Funds Management LTD | 1.29% | No change | 780,606 | $54.1M |
| Aviva PLC | 0.11% | Add +6.9% | 764,887 | $53.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +3.9% | 757,923 | $52.5M |
| Bahl & Gaynor LLC | 0.25% | Add +9.5% | 724,816 | $50.2M |
| Rhumbline Advisers | 0.04% | Add +1.4% | 690,464 | $47.8M |
| Railway Pension Investments Ltd | 0.67% | No change | 681,200 | $47.2M |
| FMR LLC | 0.00% | Reduce -29.2% | 658,359 | $45.6M |
| Energy Income Partners, LLC | 0.89% | Add +3.4% | 654,281 | $45.3M |
| Prudential Financial Inc. | 0.06% | Reduce -1.6% | 645,713 | $44.7M |
| Canada Pension Plan Investment Board | 0.04% | Add +107.6% | 634,192 | $43.9M |
| Voloridge Investment Management, LLC | 0.16% | New | 618,740 | $42.9M |
| Partners Group Holding AG | 1.99% | Reduce -10.3% | 611,962 | $42.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.9% | 591,377 | $41.0M |
| ING Groep NV | 0.25% | Add +1438.2% | 586,859 | $40.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.21% | Add +0.8% | 573,084 | $39.7M |
| Miller Howard Investments Inc. | 1.26% | Add +0.7% | 571,340 | $39.6M |
| STRS Ohio | 0.14% | Add +1.7% | 552,918 | $38.3M |
| Vaughan Nelson Investment Management, L.P. | 0.35% | Reduce -3.0% | 537,619 | $37.2M |
| HSBC Holdings PLC | 0.02% | Reduce -11.4% | 534,302 | $37.0M |
| Janus Henderson Group PLC | 0.02% | Add +10.4% | 527,561 | $36.5M |
| Bank of Montreal | 0.02% | Reduce -13.0% | 517,575 | $35.9M |
| AQR Capital Management | 0.03% | Add +0.2% | 491,284 | $33.8M |
| RWC Asset Management LLP | 2.16% | Reduce -5.5% | 485,833 | $33.7M |
| Capital International Investors | 0.01% | Reduce -12.5% | 479,557 | $33.2M |
| Principal Financial Group Inc. | 0.02% | Add +9.4% | 448,155 | $31.0M |
| M&T Bank Corp | 0.10% | Reduce -0.7% | 433,275 | $30.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +18.7% | 433,240 | $30.0M |
| Tredje AP-fonden | 0.24% | Add +390.0% | 432,456 | $30.0M |
| 1832 Asset Management L.P. | 0.05% | Reduce -12.0% | 420,312 | $29.1M |
| Renaissance Technologies | 0.04% | Reduce -34.7% | 420,300 | $29.1M |
| Ensign Peak Advisors, Inc | 0.05% | Add +4.5% | 415,064 | $28.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -5.0% | 408,557 | $28.7M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 411,937 | $28.5M |
| LPL Financial LLC | 0.01% | Add +8.1% | 406,388 | $28.2M |
| National Pension Service | 0.02% | Add +0.8% | 404,536 | $28.0M |
| APG Asset Management N.V. | 0.08% | Add +47.5% | 460,595 | $27.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +109.1% | 387,391 | $26.8M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +33.1% | 380,645 | $26.4M |
| California State Teachers Retirement System | 0.03% | Add +2.8% | 363,087 | $25.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -20.3% | 342,816 | $23.8M |
| Cidel Asset Management Inc. | 1.34% | Add +16.5% | 322,658 | $22.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.4% | 320,119 | $22.2M |
| Schroder Investment Management Group | 0.02% | Reduce -10.3% | 319,518 | $22.1M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +2.2% | 316,518 | $21.9M |
| Zimmer Partners, LP | 0.48% | New | 302,138 | $20.9M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.