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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
Lindbrook Capital, LLC746$46.0K0.01%––
Ellevest, Inc.779$48.0K0.01%––
Cullen/Frost Bankers, Inc.800$49.0K0.00%––
CSat Investment Advisory, L.P.858$53.0K0.04%––
CX Institutional859$53.0K0.00%––
O'Shaughnessy Asset Management, LLC906$55.0K0.00%––
Sargent Bickham Lagudis LLC970$59.0K0.01%––
Tobam975$60.0K0.00%––
CVA Family Office, LLC995$61.0K0.02%––
GPS Wealth Strategies Group, LLC1,063$65.0K0.02%––
CWM, LLC1,114$66.0K0.00%––
American Portfolios Advisors1,084$66.4K0.00%––
Montag A & Associates Inc1,100$67.0K0.00%––
Clearstead Advisors, LLC1,124$69.0K0.01%––
Harbor Investment Advisory, LLC1,140$70.0K0.01%––
International Assets Investment Management, LLC1,175$72.0K0.01%––
Sutton Wealth Advisors Inc.1,242$76.0K0.03%––
Proequities, Inc.1,263$77.0K0.01%––
Caldwell Trust Co1,287$78.8K0.01%––
First Horizon Corp1,326$81.0K0.01%––
Costello Asset Management, INC1,408$86.0K0.06%––
Federation des caisses Desjardins du Quebec1,465$89.7K0.00%––
Oakworth Capital, Inc.1,495$92.0K0.01%––
Acadian Asset Management LLC1,551$95.0K0.00%––
TD Private Client Wealth LLC1,658$101.5K0.00%––
Whittier Trust Co1,684$103.0K0.00%––
Berman Capital Advisors, LLC1,717$104.0K0.02%––
Meeder Asset Management Inc1,928$118.0K0.01%––
Blue Chip Partners, Inc.1,987$122.0K0.02%––
First Financial Corp2,008$123.0K0.09%––
Belpointe Asset Management LLC2,615$160.0K0.01%––
Quadrant Capital Group LLC2,732$167.0K0.03%––
Sentry Investment Management LLC2,783$170.0K0.05%––
Signaturefd, LLC2,866$175.0K0.01%––
Longfellow Investment Management Co LLC3,007$185.0K0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital3,262$200.0K0.00%––
Strategy Asset Managers LLC3,312$203.0K0.05%––
Corient Capital Partners, LLC3,319$203.0K0.02%––
Legg Mason Asset Management (Japan) Co., Ltd.3,411$209.0K0.23%––
Full Sail Capital, LLC3,404$210.0K0.02%––
Cetera Advisor Networks LLC3,545$217.0K0.00%––
Venture Visionary Partners LLC3,559$217.0K0.02%––
Principal Street Partners, LLC3,568$218.0K0.03%––
Freestone Capital Holdings, LLC3,581$219.0K0.01%––
Executive Wealth Management, LLC3,623$221.0K0.03%––
Stevens Capital Management LP3,626$222.0K0.12%––
6 Meridian3,666$224.0K0.02%––
Cetera Advisors LLC3,733$229.0K0.01%––
Quantitative Investment Management, LLC3,873$237.0K0.02%––
DF Dent & Co Inc3,884$238.0K0.00%––
VeraBank, N.A.3,900$239.0K0.16%––
Endurance Wealth Management, Inc.4,000$245.0K0.03%––
Central Trust Co4,043$248.0K0.01%––
Barings LLC4,146$254.0K0.01%––
Ameritas Investment Partners, Inc.4,166$255.0K0.01%––
Wetherby Asset Management Inc4,160$255.0K0.02%––
Walleye Trading LLC4,177$256.0K0.01%––
United Capital Financial Advisers, LLC4,185$256.0K0.00%––
Clarius Group, LLC4,228$259.0K0.03%––
Symmetry Partners, LLC4,324$265.0K0.02%––
Blair William & Co4,353$266.0K0.00%––
DuPont Capital Management Corp4,359$267.0K0.01%––
Dividend Assets Capital, LLC4,380$268.0K0.05%––
Livforsakringsbolaget Skandia, Omsesidigt4,379$268.0K0.02%––
Gateway Investment Advisers LLC4,426$271.0K0.00%––
First Mercantile Trust Co4,562$279.0K0.03%––
RFG Advisory, LLC4,589$281.0K0.03%––
Pointe Capital Management LLC4,667$286.0K0.20%––
Great Lakes Advisors, LLC4,743$290.0K0.00%––
Capital Investment Advisors, LLC4,798$294.0K0.01%––
Vontobel Holding Ltd.4,825$296.0K0.00%––
Cresset Asset Management, LLC4,848$297.0K0.00%––
FourThought Financial, LLC4,895$299.0K0.04%––
Krilogy Financial LLC5,000$306.0K0.03%––
Bailard, Inc.5,013$307.0K0.01%––
Segall Bryant & Hamill, LLC5,198$318.0K0.00%––
Spire Wealth Management5,208$318.0K0.01%––
Sowell Financial Services LLC5,022$324.0K0.01%––
Regentatlantic Capital LLC5,337$327.0K0.01%––
Tdam USA Inc.5,418$332.0K0.02%––
Mirador Capital Partners LP5,640$345.0K0.09%––
Bradley Foster & Sargent Inc5,700$349.0K0.01%––
Meiji Yasuda Life Insurance Co5,806$355.0K0.01%––
Rafferty Asset Management, LLC5,862$359.0K0.00%––
Financial Counselors Inc6,005$368.0K0.01%––
Kestra Advisory Services, LLC6,073$372.0K0.00%––
MML Investors Services, LLC6,194$379.0K0.00%––
Everence Capital Management Inc6,220$381.0K0.03%––
Stephens Inc6,250$383.0K0.01%––
JustInvest LLC6,271$384.0K0.06%––
Alpine Woods Capital Investors, LLC6,500$398.0K0.04%––
TCF National Bank6,529$400.0K0.05%––
Davenport & Co LLC6,569$402.0K0.00%––
Alpha Paradigm Partners, LLC6,598$404.0K0.16%––
Swiss Life Asset Management Ltd6,625$405.6K0.01%––
Greenleaf Trust6,880$421.0K0.01%––
Sanford Advisory Services, LLC6,895$422.0K0.12%––
Prelude Capital Management, LLC6,956$426.0K0.03%––
Huntington National Bank7,075$433.0K0.01%––
Northwestern Mutual Wealth Management Co7,201$440.0K0.00%––