CMS EnergyCMS
13F holders, Q3 2025 (September 30)776holders +32
92new positions
58sold out
10famous investors
$73.21avg. 13F price*
At the end of Q3 2025, 776 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 32 from Q2 2025. 92 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($2.3B) and JPMorgan Chase & Co. ($1.4B). 10 famous investors held it, including George Soros (1.3% of Soros Fund Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $186.5M |
| Exits | 58 | $230.5M |
All 13F filers, Q2 2025 → Q3 2025: 15,974,778 shares bought and 18,636,006 shares sold, net −2,661,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| Vanguard Group Inc. | 0.04% | Add +0.3% | 39,170,301 | $2.9B |
| BlackRock, Inc. | 0.04% | Add +0.7% | 31,040,841 | $2.3B |
| JPMorgan Chase & Co. | 0.09% | Reduce -9.1% | 18,924,105 | $1.4B |
| State Street Corp. | 0.05% | Add +1.9% | 17,788,755 | $1.3B |
| Massachusetts Financial Services Co. | 0.20% | Reduce -5.2% | 8,842,605 | $647.8M |
| Geode Capital Management, LLC | 0.04% | Add +1.5% | 8,139,557 | $593.9M |
| Victory Capital Management Inc. | 0.32% | Add +45.2% | 7,477,821 | $547.8M |
| Invesco Ltd. | 0.09% | Add +3.9% | 7,438,448 | $544.9M |
| T. Rowe Price Associates Inc. | 0.05% | Reduce -12.5% | 6,096,602 | $446.6M |
| Wells Fargo & Company | 0.09% | Reduce -4.3% | 5,680,387 | $416.1M |
| Deutsche Bank AG | 0.14% | Reduce -5.7% | 5,586,560 | $409.3M |
| GQG Partners LLC | 0.61% | Reduce -1.3% | 5,421,659 | $397.2M |
| Morgan Stanley | 0.02% | Reduce -13.2% | 5,404,815 | $396.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.34% | Add +4.8% | 5,085,797 | $372.6M |
| Ameriprise Financial Inc. | 0.08% | Add +2.7% | 4,900,632 | $358.9M |
| Goldman Sachs Group Inc. | 0.05% | Add +6.8% | 4,281,832 | $313.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -26.3% | 3,408,872 | $249.7M |
| Lord, Abbett & Co. LLC | 0.77% | Add +4.7% | 3,401,677 | $249.2M |
| Bank of America Corp. | 0.02% | Add +0.9% | 3,342,214 | $244.9M |
| Citadel Advisors | 0.18% | Add +40.7% | 3,018,583 | $221.1M |
| FIL Ltd | 0.17% | Add +0.1% | 2,963,352 | $217.1M |
| Legal & General Group Plc | 0.05% | Reduce -2.1% | 2,835,632 | $207.7M |
| Northern Trust Corp. | 0.03% | Reduce -2.3% | 2,813,173 | $206.1M |
| Bank of New York Mellon Corp | 0.04% | Add +23.7% | 2,698,734 | $197.7M |
| Barclays PLC | 0.06% | Add +67.7% | 2,194,480 | $160.8M |
| Reaves W H & Co. Inc. | 2.81% | Add +14.8% | 2,149,018 | $157.4M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -1.9% | 2,089,472 | $153.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.6% | 1,938,101 | $142.0M |
| Amundi | 0.05% | Add +33.4% | 1,921,839 | $140.7M |
| Macquarie Group Ltd. | 0.16% | Add +26.4% | 1,862,934 | $136.5M |
| Qube Research & Technologies Ltd | 0.19% | Add +24.9% | 1,824,470 | $133.7M |
| UBS Group AG | 0.03% | Reduce -22.3% | 1,802,134 | $132.0M |
| Jennison Associates LLC | 0.07% | Reduce -10.8% | 1,652,130 | $121.0M |
| Franklin Resources Inc. | 0.03% | Add +0.1% | 1,599,038 | $117.1M |
| Soroban Capital Partners LP | 0.96% | Add +10.6% | 1,586,744 | $116.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.3% | 1,490,112 | $109.2M |
| Nuveen, LLC | 0.03% | Reduce -15.4% | 1,453,725 | $106.5M |
| Duff & Phelps Investment Management Co. | 1.21% | No change | 1,453,667 | $106.5M |
| DekaBank Deutsche Girozentrale | 0.16% | No change | 1,333,955 | $97.2M |
| iA Global Asset Management Inc. | 1.30% | Reduce -5.0% | 1,293,167 | $94.7M |
| First Trust Advisors LP | 0.06% | Add +7.3% | 1,104,269 | $80.9M |
| Royal Bank of Canada | 0.01% | Add +9.2% | 990,586 | $72.6M |
| CBRE Investment Management Listed Real Assets LLC | 1.02% | Reduce -1.2% | 972,151 | $71.2M |
| UniSuper Management Pty Ltd | 0.41% | Add +0.4% | 903,647 | $66.2M |
| California Public Employees Retirement System | 0.04% | Reduce -17.7% | 892,331 | $65.4M |
| Citigroup Inc. | 0.04% | Add +2.1% | 876,002 | $64.2M |
| Swiss National Bank | 0.04% | Reduce -4.8% | 862,200 | $63.2M |
| TD Asset Management Inc | 0.05% | Reduce -6.2% | 850,113 | $62.3M |
| FMR LLC | 0.00% | Add +27.1% | 836,849 | $61.3M |
| Prudential Financial Inc. | 0.07% | Add +27.7% | 824,584 | $60.4M |
| Aviva PLC | 0.11% | Add +6.6% | 815,355 | $59.7M |
| ExodusPoint Capital Management, LP | 0.80% | New | 779,265 | $57.1M |
| Soros Fund Management | 1.30% | New | 776,227 | $56.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.7% | 763,135 | $55.9M |
| Aberdeen Group plc | 0.09% | Reduce -9.6% | 766,412 | $55.8M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -5.8% | 755,715 | $55.4M |
| Truist Financial Corp. | 0.07% | Reduce -58.0% | 720,819 | $52.8M |
| Bahl & Gaynor LLC | 0.26% | Reduce -0.7% | 720,057 | $52.8M |
| Rhumbline Advisers | 0.04% | Add +2.0% | 704,213 | $51.6M |
| Zimmer Partners, LP | 1.24% | Add +129.8% | 694,400 | $50.9M |
| Bank of Montreal | 0.02% | Add +31.4% | 680,372 | $49.8M |
| AQR Capital Management | 0.03% | Add +37.5% | 675,746 | $49.4M |
| Energy Income Partners, LLC | 0.93% | Add +0.8% | 659,764 | $48.3M |
| ING Groep NV | 0.25% | Add +8.9% | 639,197 | $46.8M |
| Vaughan Nelson Investment Management, L.P. | 0.42% | Add +17.3% | 630,599 | $46.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +1.6% | 600,577 | $44.0M |
| Assenagon Asset Management S.A. | 0.06% | Add +236.2% | 593,822 | $43.5M |
| Miller Howard Investments Inc. | 1.28% | Add +0.3% | 573,241 | $42.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.21% | Reduce -2.0% | 561,471 | $41.1M |
| Fisher Funds Management LTD | 1.05% | Reduce -30.4% | 543,112 | $39.8M |
| Partners Group Holding AG | 2.17% | Reduce -12.6% | 534,644 | $39.2M |
| Janus Henderson Group PLC | 0.02% | Add +0.3% | 529,419 | $38.8M |
| HSBC Holdings PLC | 0.02% | Reduce -4.4% | 510,841 | $37.4M |
| Renaissance Technologies | 0.05% | Add +13.9% | 478,800 | $35.1M |
| STRS Ohio | 0.12% | Reduce -18.2% | 452,113 | $33.1M |
| RWC Asset Management LLP | 1.86% | Reduce -7.3% | 450,423 | $33.0M |
| LPL Financial LLC | 0.01% | Add +7.2% | 435,528 | $31.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.5% | 432,254 | $31.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -0.2% | 432,182 | $31.7M |
| 1832 Asset Management L.P. | 0.05% | No change | 420,312 | $30.8M |
| M&T Bank Corp | 0.10% | Reduce -3.7% | 417,054 | $30.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -60.0% | 415,646 | $30.5M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 411,937 | $30.2M |
| National Pension Service | 0.02% | Add +1.1% | 409,020 | $30.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.26% | Add +3585.4% | 443,054 | $29.2M |
| APG Asset Management N.V. | 0.08% | Reduce -2.1% | 451,066 | $28.1M |
| Two Sigma Investments, LP | 0.04% | Add +42.8% | 379,853 | $27.8M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -9.8% | 374,504 | $27.4M |
| California State Teachers Retirement System | 0.03% | Reduce -0.4% | 361,646 | $26.5M |
| Millennium Management | 0.02% | Add +124.0% | 350,677 | $25.7M |
| Cidel Asset Management Inc. | 1.46% | Add +7.5% | 346,729 | $25.4M |
| Alliancebernstein L.P. | 0.01% | Add +0.5% | 344,649 | $25.2M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -15.0% | 347,321 | $25.1M |
| BNP Paribas Financial Markets | 0.02% | Add +17.6% | 342,219 | $25.1M |
| Raymond James Financial Inc. | 0.01% | Add +5.5% | 337,631 | $24.7M |
| Russell Investments Group, Ltd. | 0.03% | Add +14.3% | 331,421 | $24.3M |
| Schroder Investment Management Group | 0.02% | Add +2.2% | 326,504 | $23.8M |
| Tredje AP-fonden | 0.18% | Reduce -30.2% | 301,890 | $22.1M |
| Jane Street Group, LLC | 0.03% | Add +157.3% | 292,637 | $21.4M |
| Avalon Trust Co | 1.39% | Add +0.3% | 291,346 | $21.3M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.