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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
First Mercantile Trust Co4,562$279.0K0.03%––
Gateway Investment Advisers LLC4,426$271.0K0.00%––
Dividend Assets Capital, LLC4,380$268.0K0.05%––
Livforsakringsbolaget Skandia, Omsesidigt4,379$268.0K0.02%––
DuPont Capital Management Corp4,359$267.0K0.01%––
Blair William & Co4,353$266.0K0.00%––
Symmetry Partners, LLC4,324$265.0K0.02%––
Clarius Group, LLC4,228$259.0K0.03%––
Walleye Trading LLC4,177$256.0K0.01%––
United Capital Financial Advisers, LLC4,185$256.0K0.00%––
Ameritas Investment Partners, Inc.4,166$255.0K0.01%––
Wetherby Asset Management Inc4,160$255.0K0.02%––
Barings LLC4,146$254.0K0.01%––
Central Trust Co4,043$248.0K0.01%––
Endurance Wealth Management, Inc.4,000$245.0K0.03%––
VeraBank, N.A.3,900$239.0K0.16%––
DF Dent & Co Inc3,884$238.0K0.00%––
Quantitative Investment Management, LLC3,873$237.0K0.02%––
Cetera Advisors LLC3,733$229.0K0.01%––
6 Meridian3,666$224.0K0.02%––
Stevens Capital Management LP3,626$222.0K0.12%––
Executive Wealth Management, LLC3,623$221.0K0.03%––
Freestone Capital Holdings, LLC3,581$219.0K0.01%––
Principal Street Partners, LLC3,568$218.0K0.03%––
Cetera Advisor Networks LLC3,545$217.0K0.00%––
Venture Visionary Partners LLC3,559$217.0K0.02%––
Full Sail Capital, LLC3,404$210.0K0.02%––
Legg Mason Asset Management (Japan) Co., Ltd.3,411$209.0K0.23%––
Strategy Asset Managers LLC3,312$203.0K0.05%––
Corient Capital Partners, LLC3,319$203.0K0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital3,262$200.0K0.00%––
Longfellow Investment Management Co LLC3,007$185.0K0.02%––
Signaturefd, LLC2,866$175.0K0.01%––
Sentry Investment Management LLC2,783$170.0K0.05%––
Quadrant Capital Group LLC2,732$167.0K0.03%––
Belpointe Asset Management LLC2,615$160.0K0.01%––
First Financial Corp2,008$123.0K0.09%––
Blue Chip Partners, Inc.1,987$122.0K0.02%––
Meeder Asset Management Inc1,928$118.0K0.01%––
Berman Capital Advisors, LLC1,717$104.0K0.02%––
Whittier Trust Co1,684$103.0K0.00%––
TD Private Client Wealth LLC1,658$101.5K0.00%––
Acadian Asset Management LLC1,551$95.0K0.00%––
Oakworth Capital, Inc.1,495$92.0K0.01%––
Federation des caisses Desjardins du Quebec1,465$89.7K0.00%––
Costello Asset Management, INC1,408$86.0K0.06%––
First Horizon Corp1,326$81.0K0.01%––
Caldwell Trust Co1,287$78.8K0.01%––
Proequities, Inc.1,263$77.0K0.01%––
Sutton Wealth Advisors Inc.1,242$76.0K0.03%––
International Assets Investment Management, LLC1,175$72.0K0.01%––
Harbor Investment Advisory, LLC1,140$70.0K0.01%––
Clearstead Advisors, LLC1,124$69.0K0.01%––
Montag A & Associates Inc1,100$67.0K0.00%––
American Portfolios Advisors1,084$66.4K0.00%––
CWM, LLC1,114$66.0K0.00%––
GPS Wealth Strategies Group, LLC1,063$65.0K0.02%––
CVA Family Office, LLC995$61.0K0.02%––
Tobam975$60.0K0.00%––
Sargent Bickham Lagudis LLC970$59.0K0.01%––
O'Shaughnessy Asset Management, LLC906$55.0K0.00%––
CSat Investment Advisory, L.P.858$53.0K0.04%––
CX Institutional859$53.0K0.00%––
Cullen/Frost Bankers, Inc.800$49.0K0.00%––
Ellevest, Inc.779$48.0K0.01%––
Salem Investment Counselors Inc755$46.0K0.00%––
Lindbrook Capital, LLC746$46.0K0.01%––
Kistler-Tiffany Companies, LLC738$45.0K0.01%––
Ameritas Investment Company, LLC730$44.7K0.00%––
Parallel Advisors, LLC718$44.0K0.00%––
Center for Financial Planning, Inc.636$39.0K0.01%––
RWM Asset Management, LLC622$38.0K0.01%––
Vigilant Capital Management, LLC582$36.0K0.00%––
Regal Wealth Group, Inc.568$35.0K0.02%––
Sandy Spring Bank555$34.0K0.00%––
Global Financial Private Client, LLC557$34.0K0.02%––
Johnson Financial Group, Inc.522$32.0K0.00%––
Rockefeller Capital Management L.P.518$31.0K0.00%––
Geneos Wealth Management Inc.496$31.0K0.00%––
Loomis Sayles & Co L P466$29.0K0.00%––
West Paces Advisors Inc.464$28.4K0.01%––
Zions Bancorporation, N.A.462$28.0K0.00%––
Carolina Wealth Advisors, LLC459$28.0K0.02%––
Front Row Advisors LLC420$26.0K0.01%––
Private Capital Group, LLC430$26.0K0.01%––
Parkside Financial Bank & Trust412$25.0K0.01%––
Lenox Wealth Advisors, LLC402$25.0K0.00%––
CNB Bank413$25.0K0.02%––
AdvisorNet Financial, Inc400$24.0K0.00%––
Mark Sheptoff Financial Planning, LLC400$24.0K0.01%––
Heritage Wealth Management, LLC350$21.0K0.01%––
Earnest Partners LLC333$20.0K0.00%––
Marquette Asset Management, LLC322$20.0K0.00%––
NEXT Financial Group, Inc310$19.0K0.00%––
Versant Capital Management, Inc305$19.0K0.01%––
Glen Eagle Advisors, LLC310$19.0K0.01%––
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%––