CMS EnergyCMS
13F holders, Q4 2025 (December 31)802holders +26
64new positions
69sold out
9famous investors
$69.91avg. 13F price*
At the end of Q4 2025, 802 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 26 from Q3 2025. 64 opened new positions and 69 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($2.3B) and State Street Corp. ($1.2B). 9 famous investors held it, including George Soros (1.4% of Soros Fund Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $207.2M |
| Exits | 69 | $112.1M |
All 13F filers, Q3 2025 → Q4 2025: 18,277,428 shares bought and 21,089,921 shares sold, net −2,812,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 802 holders
| Vanguard Group Inc. | 0.04% | Add +3.8% | 40,672,292 | $2.8B |
| BlackRock, Inc. | 0.04% | Add +5.1% | 32,611,726 | $2.3B |
| State Street Corp. | 0.04% | Reduce -0.1% | 17,775,337 | $1.2B |
| JPMorgan Chase & Co. | 0.08% | Reduce -11.8% | 16,700,295 | $1.2B |
| Geode Capital Management, LLC | 0.04% | Add +2.3% | 8,323,146 | $579.9M |
| Massachusetts Financial Services Co. | 0.19% | Reduce -6.5% | 8,272,363 | $578.5M |
| Invesco Ltd. | 0.05% | Add +0.6% | 7,482,026 | $523.2M |
| Victory Capital Management Inc. | 0.29% | Reduce -1.2% | 7,386,713 | $516.6M |
| Deutsche Bank AG | 0.17% | Add +29.8% | 7,249,139 | $506.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.43% | Add +36.7% | 6,952,040 | $486.2M |
| Wells Fargo & Company | 0.08% | Reduce -1.0% | 5,624,209 | $393.3M |
| Ameriprise Financial Inc. | 0.08% | Reduce -0.0% | 4,898,465 | $342.4M |
| Morgan Stanley | 0.02% | Reduce -14.7% | 4,612,982 | $322.6M |
| GQG Partners LLC | 0.52% | Reduce -16.6% | 4,519,921 | $316.1M |
| Norges Bank | 0.03% | — | 4,519,622 | $316.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.4% | 4,093,062 | $286.2M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -41.2% | 3,583,397 | $250.6M |
| Pictet Asset Management Holding SA | 0.24% | Add +70.9% | 3,571,251 | $249.7M |
| Bank of America Corp. | 0.02% | Add +1.8% | 3,401,891 | $237.9M |
| Lord, Abbett & Co. LLC | 0.75% | Reduce -1.9% | 3,336,728 | $233.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -7.9% | 3,138,379 | $219.5M |
| FIL Ltd | 0.16% | Add +1.7% | 3,012,486 | $210.7M |
| Northern Trust Corp. | 0.03% | Add +0.1% | 2,816,169 | $196.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.2% | 2,666,312 | $186.5M |
| Legal & General Group Plc | 0.04% | Reduce -6.4% | 2,653,464 | $185.6M |
| Nomura Asset Management International Inc. | 0.23% | — | 2,150,060 | $150.4M |
| Reaves W H & Co. Inc. | 2.55% | Reduce -2.9% | 2,087,283 | $146.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 1,988,291 | $139.0M |
| Franklin Resources Inc. | 0.03% | Add +17.3% | 1,875,718 | $131.2M |
| Citadel Advisors | 0.08% | Reduce -41.9% | 1,754,905 | $122.7M |
| Amundi | 0.03% | Reduce -14.5% | 1,642,814 | $114.9M |
| Jennison Associates LLC | 0.07% | Reduce -1.9% | 1,620,141 | $113.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.7% | 1,530,640 | $107.0M |
| Qube Research & Technologies Ltd | 0.15% | Reduce -17.5% | 1,504,939 | $105.2M |
| CBRE Investment Management Listed Real Assets LLC | 1.52% | Add +52.3% | 1,480,908 | $103.6M |
| Parnassus Investments, LLC | 0.27% | New | 1,472,659 | $103.0M |
| Duff & Phelps Investment Management Co. | 1.15% | No change | 1,453,667 | $101.7M |
| iA Global Asset Management Inc. | 1.18% | Add +2.3% | 1,323,167 | $92.5M |
| ING Groep NV | 0.53% | Add +97.7% | 1,263,429 | $88.4M |
| DekaBank Deutsche Girozentrale | 0.15% | No change | 1,333,955 | $88.0M |
| UBS Group AG | 0.02% | Reduce -35.5% | 1,162,288 | $81.3M |
| Royal Bank of Canada | 0.01% | Add +12.8% | 1,117,152 | $78.1M |
| Soroban Capital Partners LP | 0.57% | Reduce -33.3% | 1,058,781 | $77.6M |
| Soros Fund Management | 1.39% | Add +42.5% | 1,106,375 | $77.4M |
| Nuveen, LLC | 0.02% | Reduce -24.8% | 1,093,334 | $76.5M |
| First Trust Advisors LP | 0.06% | Reduce -2.1% | 1,080,881 | $75.6M |
| FMR LLC | 0.00% | Add +16.7% | 976,670 | $68.3M |
| ExodusPoint Capital Management, LP | 0.74% | Add +22.6% | 955,297 | $66.8M |
| Freestone Grove Partners LP | 0.47% | New | 926,977 | $64.8M |
| Bahl & Gaynor LLC | 0.32% | Add +25.6% | 904,315 | $63.2M |
| UniSuper Management Pty Ltd | 0.38% | Reduce -0.3% | 901,204 | $63.0M |
| Millennium Management | 0.05% | Add +156.6% | 899,709 | $62.9M |
| Aberdeen Group plc | 0.10% | Add +14.5% | 877,487 | $61.4M |
| Aviva PLC | 0.10% | Add +5.8% | 863,085 | $60.4M |
| TD Asset Management Inc | 0.05% | Add +1.2% | 860,663 | $60.2M |
| Swiss National Bank | 0.03% | Reduce -4.9% | 820,300 | $57.4M |
| Vaughan Nelson Investment Management, L.P. | 0.54% | Add +26.1% | 795,529 | $55.6M |
| California Public Employees Retirement System | 0.03% | Reduce -14.6% | 762,162 | $53.3M |
| Zimmer Partners, LP | 1.37% | Add +6.9% | 742,500 | $51.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -3.3% | 738,338 | $51.6M |
| Prudential Financial Inc. | 0.06% | Reduce -11.2% | 732,170 | $51.2M |
| HSBC Holdings PLC | 0.03% | Add +42.7% | 729,009 | $51.0M |
| Energy Income Partners, LLC | 0.91% | Add +9.3% | 721,101 | $50.4M |
| AQR Capital Management | 0.02% | Reduce -0.5% | 672,661 | $47.0M |
| Rhumbline Advisers | 0.04% | Reduce -4.5% | 672,207 | $47.0M |
| Barclays PLC | 0.02% | Reduce -70.9% | 638,907 | $44.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.5% | 633,917 | $44.6M |
| Bank of Nova Scotia | 0.06% | Add +364.4% | 613,021 | $42.9M |
| Miller Howard Investments Inc. | 1.22% | Add +0.7% | 577,414 | $40.4M |
| BNP Paribas Financial Markets | 0.03% | Add +66.7% | 570,443 | $39.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.20% | Add +1.3% | 568,905 | $39.8M |
| Bank of Montreal | 0.02% | Reduce -17.0% | 564,765 | $39.5M |
| Assenagon Asset Management S.A. | 0.06% | Reduce -5.2% | 562,715 | $39.4M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -26.4% | 556,029 | $38.9M |
| Citigroup Inc. | 0.03% | Reduce -39.4% | 531,113 | $37.1M |
| Janus Henderson Group PLC | 0.02% | Reduce -1.3% | 522,492 | $36.5M |
| Fisher Funds Management LTD | 0.92% | Reduce -6.4% | 508,558 | $35.6M |
| Partners Group Holding AG | 2.35% | Reduce -6.8% | 498,234 | $34.8M |
| Truist Financial Corp. | 0.05% | Reduce -33.0% | 482,772 | $33.8M |
| Principal Financial Group Inc. | 0.02% | Add +7.3% | 463,633 | $32.4M |
| STRS Ohio | 0.12% | Reduce -2.4% | 441,250 | $30.9M |
| LPL Financial LLC | 0.01% | Add +1.2% | 440,626 | $30.8M |
| RWC Asset Management LLP | 1.72% | Reduce -2.4% | 439,807 | $30.8M |
| M&T Bank Corp | 0.09% | Reduce -1.2% | 412,106 | $28.8M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 411,937 | $28.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.8% | 408,087 | $28.5M |
| 1832 Asset Management L.P. | 0.04% | Reduce -3.6% | 405,312 | $28.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -8.8% | 393,939 | $27.6M |
| US Bancorp \de | 0.03% | Add +64.9% | 365,442 | $25.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.22% | Reduce -18.1% | 362,665 | $25.4M |
| Toronto Dominion Bank | 0.04% | Add +151.7% | 356,651 | $24.9M |
| California State Teachers Retirement System | 0.02% | Reduce -1.4% | 356,500 | $24.9M |
| Alliancebernstein L.P. | 0.01% | Add +1.0% | 348,248 | $24.4M |
| Cidel Asset Management Inc. | 1.69% | Reduce -1.4% | 341,790 | $23.9M |
| Raymond James Financial Inc. | 0.01% | Add +1.0% | 340,856 | $23.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -3.0% | 336,978 | $23.7M |
| Verition Fund Management LLC | 0.13% | Add +22.7% | 338,227 | $23.7M |
| SG Americas Securities, LLC | 0.03% | Add +1243.0% | 335,877 | $23.5M |
| Schroder Investment Management Group | 0.02% | Reduce -0.9% | 323,396 | $22.8M |
| CIBC Asset Management Inc | 0.05% | Add +11.1% | 309,860 | $21.7M |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.