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CMS Energy Corp

CMS
Exchange
NYSE
Industry
Electric & Other Services Combined
SEC CIK
0000811156

In the last 90 days, CMS Energy Corp insiders filed 1 open-market purchase and 0 sales; 821 institutions reported holding it in 13F filings for Q2 2026, worth $24.2B in total; Soros Fund Management is the only superinvestor holding it.

Other share classesCMSACMSCCMSDCMS.PC

13F holders, Q1 2021

Institutional positions in CMS Energy Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
566
No complete 13F data for Q4 2020
Shares held
260.7M
No complete 13F data for Q4 2020
Total value
$15.9B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 566 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ1 2021: $15.9B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding CMS Energy Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CMS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp7$00.00%––
Larson Financial Group LLC8$00.00%––
SOA Wealth Advisors, LLC.4$00.00%––
Valley National Advisers Inc13$1.00K0.00%––
Baystate Wealth Management LLC17$1.00K0.00%––
Sugarloaf Wealth Management, LLC14$1.00K0.00%––
MPS Loria Financial Planners, LLC32$1.00K0.00%––
Meridian Wealth Partners, LLC21$1.00K0.00%––
Federated Hermes, Inc.30$2.00K0.00%––
Hanson & Doremus Investment Management40$2.00K0.00%––
Horan Securities, Inc.37$2.00K0.00%––
Human Investing LLC36$2.00K0.00%––
Joseph P. Lucia & Associates, LLC34$2.00K0.00%––
Evoke Wealth, LLC40$2.00K0.00%––
Resolute Partners Group31$2.00K0.00%––
Carolinas Wealth Consulting LLC40$2.00K0.00%––
NFJ Investment Group, LLC32$2.00K0.00%––
Kelly Financial Services LLC33$2.02K0.00%––
Raffa Wealth Management, LLC34$2.08K0.00%––
Manchester Capital Management LLC52$3.00K0.00%––
Sonora Investment Management, LLC56$3.00K0.00%––
Wealthcare Capital Management LLC55$3.00K0.00%––
San Francisco Sentry Investment Group (Ca)54$3.00K0.00%––
Stonebridge Capital Advisors LLC55$3.00K0.00%––
Glassman Wealth Services54$3.00K0.00%––
Lloyd Advisory Services, LLC.54$3.00K0.00%––
Gemmer Asset Management LLC68$4.00K0.00%––
BerganKDV Wealth Management, LLC68$4.00K0.00%––
Concord Wealth Partners62$4.00K0.00%––
Atlas Private Wealth Advisors66$4.00K0.00%––
Webster Bank, N. A.80$5.00K0.00%––
TCI Wealth Advisors, Inc.82$5.00K0.00%––
IronBridge Private Wealth, LLC78$5.00K0.00%––
Allred Capital Management, LLC92$5.63K0.00%––
Smithfield Trust Co100$6.00K0.00%––
Country Trust Bank100$6.00K0.00%––
Allworth Financial LP100$6.00K0.00%––
First Horizon Advisors, Inc.101$6.00K0.00%––
Tarbox Family Office, Inc.103$6.00K0.00%––
Bogart Wealth, LLC100$6.00K0.00%––
Hoey Investments, Inc101$6.00K0.00%––
Wolff Wiese Magana LLC97$6.00K0.00%––
Arrow Financial Corp121$7.00K0.00%––
Massmutual Trust Co FSB107$7.00K0.00%––
Lazard Asset Management LLC126$7.00K0.00%––
TD Ameritrade Investment Management, LLC107$7.00K0.00%––
Ellis Investment Partners, LLC120$7.00K0.00%––
Leelyn Smith, LLC120$7.00K0.00%––
Freedman Financial Associates, Inc.122$7.00K0.01%––
Newbridge Financial Services Group, Inc.114$7.00K0.01%––
Assetmark, Inc138$8.00K0.00%––
Prestige Wealth Management Group LLC131$8.00K0.00%––
HighMark Wealth Management LLC127$8.00K0.01%––
Brown Brothers Harriman & Co147$9.00K0.00%––
Farmers & Merchants Investments Inc143$9.00K0.00%––
FormulaFolio Investments, LLC138$9.00K0.00%––
Investors Research Corp151$9.00K0.00%––
Sun Life Financial INC171$10.0K0.00%––
Arkadios Wealth Advisors168$10.0K0.00%––
Cowa, LLC173$10.0K0.01%––
Global Wealth Management Investment Advisory, Inc.177$11.0K0.00%––
Enterprise Financial Services Corp209$13.0K0.00%––
Benjamin F. Edwards & Company, Inc.257$16.0K0.00%––
Wealthcare Advisory Partners LLC261$16.0K0.00%––
HM Payson & Co298$18.0K0.00%––
Thompson Siegel & Walmsley LLC300$18.0K0.00%––
JNBA Financial Advisors300$18.0K0.00%––
WealthShield Partners, LLC293$18.0K0.00%––
Atlas Private Wealth Management298$18.0K0.01%––
Eudaimonia Partners, LLC300$18.0K0.00%––
Glen Eagle Advisors, LLC310$19.0K0.01%––
NEXT Financial Group, Inc310$19.0K0.00%––
Versant Capital Management, Inc305$19.0K0.01%––
Earnest Partners LLC333$20.0K0.00%––
Marquette Asset Management, LLC322$20.0K0.00%––
Heritage Wealth Management, LLC350$21.0K0.01%––
AdvisorNet Financial, Inc400$24.0K0.00%––
Mark Sheptoff Financial Planning, LLC400$24.0K0.01%––
Parkside Financial Bank & Trust412$25.0K0.01%––
Lenox Wealth Advisors, LLC402$25.0K0.00%––
CNB Bank413$25.0K0.02%––
Front Row Advisors LLC420$26.0K0.01%––
Private Capital Group, LLC430$26.0K0.01%––
Zions Bancorporation, N.A.462$28.0K0.00%––
Carolina Wealth Advisors, LLC459$28.0K0.02%––
West Paces Advisors Inc.464$28.4K0.01%––
Loomis Sayles & Co L P466$29.0K0.00%––
Rockefeller Capital Management L.P.518$31.0K0.00%––
Geneos Wealth Management Inc.496$31.0K0.00%––
Johnson Financial Group, Inc.522$32.0K0.00%––
Global Financial Private Client, LLC557$34.0K0.02%––
Sandy Spring Bank555$34.0K0.00%––
Regal Wealth Group, Inc.568$35.0K0.02%––
Vigilant Capital Management, LLC582$36.0K0.00%––
RWM Asset Management, LLC622$38.0K0.01%––
Center for Financial Planning, Inc.636$39.0K0.01%––
Parallel Advisors, LLC718$44.0K0.00%––
Ameritas Investment Company, LLC730$44.7K0.00%––
Kistler-Tiffany Companies, LLC738$45.0K0.01%––
Salem Investment Counselors Inc755$46.0K0.00%––