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.
13F holders, Q2 2021
Institutional positions in CMS Energy Corp as of Jun 30, 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
- 575
- +13 vs. Q1 2021
- Shares held
- 263.2M
- +3.34M (+1.3%) vs. Q1 2021
- Total value
- $15.5B
- −$356.2M (−2.2%) vs. Q1 2021
- New holders
- 67
- 227 more added
- Sold out
- 54
- 195 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 821 | $24.2B |
| Q1 2026 | 802 | $23.1B |
| Q4 2025 | 801 | $20.5B |
| Q3 2025 | 776 | $21.2B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.5B |
| Q4 2024 | 716 | $18.9B |
| Q3 2024 | 710 | $20.1B |
| Q2 2024 | 686 | $16.6B |
| Q1 2024 | 664 | $16.9B |
| Q4 2023 | 633 | $16.3B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.3B |
| Q1 2023 | 631 | $16.7B |
| Q4 2022 | 636 | $17.2B |
| Q3 2022 | 628 | $15.7B |
| Q2 2022 | 628 | $18.1B |
| Q1 2022 | 636 | $18.6B |
| Q4 2021 | 584 | $17.2B |
| Q3 2021 | 566 | $15.8B |
| Q2 2021 | 575 | $15.5B |
| Q1 2021 | 566 | $15.9B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tobam | 975 | $58.0K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,000 | $61.0K | 0.01% | +1,000 | New |
| GPS Wealth Strategies Group, LLC | 1,064 | $63.0K | 0.02% | +1+0.1% | Added |
| Montag A & Associates Inc | 1,100 | $65.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,124 | $66.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,114 | $66.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,140 | $67.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,155 | $68.0K | 0.02% | +160+16.1% | Added |
| BBVA USA | 1,148 | $68.0K | 0.00% | +1,148 | New |
| Sutton Wealth Advisors Inc. | 1,242 | $73.4K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 1,258 | $74.0K | 0.00% | −5−0.4% | Reduced |
| FFT Wealth Management LLC | 1,281 | $76.0K | 0.02% | +1,281 | New |
| Caldwell Trust Co | 1,287 | $76.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,351 | $79.0K | 0.00% | +1,351 | New |
| Longfellow Investment Management Co LLC | 1,446 | $86.0K | 0.01% | −1,561−51.9% | Reduced |
| Neo Ivy Capital Management | 1,450 | $86.0K | 0.09% | +1,450 | New |
| Deseret Mutual Benefit Administrators | 1,450 | $86.0K | 0.02% | +1,450 | New |
| Oakworth Capital, Inc. | 1,495 | $88.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,636 | $96.7K | 0.00% | −22−1.3% | Reduced |
| American Portfolios Advisors | 1,734 | $102.4K | 0.00% | +650+60.0% | Added |
| First Financial Corp | 1,828 | $108.0K | 0.07% | −180−9.0% | Reduced |
| Berman Capital Advisors, LLC | 1,927 | $113.0K | 0.02% | +210+12.2% | Added |
| Blue Chip Partners, Inc. | 1,996 | $118.0K | 0.02% | +9+0.5% | Added |
| Meeder Asset Management Inc | 2,190 | $129.0K | 0.01% | +262+13.6% | Added |
| Belpointe Asset Management LLC | 2,215 | $131.0K | 0.01% | −400−15.3% | Reduced |
| Spire Wealth Management | 2,552 | $151.0K | 0.00% | −2,656−51.0% | Reduced |
| Signaturefd, LLC | 2,717 | $161.0K | 0.01% | −149−5.2% | Reduced |
| Quadrant Capital Group LLC | 2,746 | $162.0K | 0.02% | +14+0.5% | Added |
| Sentry Investment Management LLC | 2,783 | $164.0K | 0.04% | 00.0% | Unchanged |
| Agf Investments Inc. | 2,910 | $172.0K | 0.00% | +2,910 | New |
| VeraBank, N.A. | 3,400 | $201.0K | 0.12% | −500−12.8% | Reduced |
| Full Sail Capital, LLC | 3,404 | $201.0K | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 3,418 | $202.0K | 0.01% | +99+3.0% | Added |
| 6 Meridian | 3,544 | $209.0K | 0.02% | −122−3.3% | Reduced |
| Cetera Advisors LLC | 3,626 | $214.0K | 0.01% | −107−2.9% | Reduced |
| Azimuth Capital Management LLC | 3,622 | $214.0K | 0.01% | +3,622 | New |
| Gateway Investment Advisers LLC | 3,925 | $232.0K | 0.00% | −501−11.3% | Reduced |
| Cetera Advisor Networks LLC | 3,952 | $233.0K | 0.00% | +407+11.5% | Added |
| Endurance Wealth Management, Inc. | 4,000 | $236.0K | 0.03% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 4,010 | $237.0K | 0.05% | +698+21.1% | Added |
| Wetherby Asset Management Inc | 4,029 | $238.0K | 0.01% | −131−3.1% | Reduced |
| Central Trust Co | 4,043 | $239.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,092 | $242.0K | 0.00% | −93−2.2% | Reduced |
| Executive Wealth Management, LLC | 4,136 | $244.0K | 0.03% | +513+14.2% | Added |
| Ameritas Investment Partners, Inc. | 4,166 | $246.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,324 | $255.0K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,317 | $255.0K | 0.02% | +89+2.1% | Added |
| Blair William & Co | 4,337 | $256.0K | 0.00% | −16−0.4% | Reduced |
| West Family Investments, Inc. | 4,361 | $258.0K | 0.07% | +4,361 | New |
| First Mercantile Trust Co | 4,383 | $259.0K | 0.03% | −179−3.9% | Reduced |
| HighPoint Advisor Group LLC | 4,392 | $259.0K | 0.03% | +4,392 | New |
| Dividend Assets Capital, LLC | 4,490 | $265.0K | 0.05% | +110+2.5% | Added |
| Beacon Pointe Advisors, LLC | 4,578 | $270.0K | 0.01% | +4,578 | New |
| Pointe Capital Management LLC | 4,667 | $276.0K | 0.19% | 00.0% | Unchanged |
| Capula Management Ltd | 4,721 | $277.0K | 0.05% | +4,721 | New |
| Occudo Quantitative Strategies LP | 4,724 | $279.0K | 0.04% | −4,632−49.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 4,802 | $284.0K | 0.00% | −8,432−63.7% | Reduced |
| Vontobel Holding Ltd. | 4,825 | $284.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,800 | $284.0K | 0.01% | +20.0% | Added |
| Tdam USA Inc. | 4,672 | $289.0K | 0.02% | −746−13.8% | Reduced |
| Great Lakes Advisors, LLC | 4,889 | $289.0K | 0.00% | +146+3.1% | Added |
| Boothbay Fund Management, LLC | 4,907 | $290.0K | 0.01% | +4,907 | New |
| Edgestream Partners, L.P. | 4,927 | $291.0K | 0.02% | −19,779−80.1% | Reduced |
| FourThought Financial, LLC | 4,940 | $291.0K | 0.04% | +45+0.9% | Added |
| Krilogy Financial LLC | 5,000 | $295.0K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,081 | $298.0K | 0.01% | +5,081 | New |
| Bailard, Inc. | 5,056 | $299.0K | 0.01% | +43+0.9% | Added |
| Cresset Asset Management, LLC | 5,073 | $299.0K | 0.00% | +225+4.6% | Added |
| Segall Bryant & Hamill, LLC | 5,176 | $305.0K | 0.00% | −22−0.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,500 | $325.0K | 0.03% | −1,000−15.4% | Reduced |
| Financial Counselors Inc | 5,559 | $328.0K | 0.01% | −446−7.4% | Reduced |
| RFG Advisory, LLC | 5,587 | $330.0K | 0.03% | +998+21.7% | Added |
| Meiji Yasuda Life Insurance Co | 5,605 | $331.0K | 0.01% | −201−3.5% | Reduced |
| Prelude Capital Management, LLC | 5,695 | $336.0K | 0.02% | −1,261−18.1% | Reduced |
| Bradley Foster & Sargent Inc | 5,700 | $337.0K | 0.01% | 00.0% | Unchanged |
| Wellington Management Group LLP | 6,138 | $363.0K | 0.00% | +6,138 | New |
| IFP Advisors, Inc | 6,209 | $366.0K | 0.01% | −1,430−18.7% | Reduced |
| Mirador Capital Partners LP | 6,216 | $367.0K | 0.08% | +576+10.2% | Added |
| First American Bank | 6,318 | $373.0K | 0.02% | −2,734−30.2% | Reduced |
| Illinois Municipal Retirement Fund | 6,348 | $375.0K | 0.02% | −87,861−93.3% | Reduced |
| Alpha Paradigm Partners, LLC | 6,350 | $375.0K | 0.14% | −248−3.8% | Reduced |
| MML Investors Services, LLC | 6,515 | $385.0K | 0.00% | +321+5.2% | Added |
| Tower Research Capital LLC (TRC) | 6,527 | $386.0K | 0.01% | −30,054−82.2% | Reduced |
| Kestra Advisory Services, LLC | 6,541 | $386.0K | 0.00% | +468+7.7% | Added |
| Jane Street Group, LLC | 6,689 | $395.0K | 0.00% | +6,689 | New |
| Rafferty Asset Management, LLC | 6,755 | $399.0K | 0.00% | +893+15.2% | Added |
| Davenport & Co LLC | 6,815 | $403.0K | 0.00% | +246+3.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 6,843 | $404.0K | 0.29% | +6,843 | New |
| Sanford Advisory Services, LLC | 6,900 | $408.0K | 0.11% | +5+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,969 | $412.0K | 0.01% | −17,230−71.2% | Reduced |
| Wolverine Trading, LLC | 7,126 | $419.0K | 0.01% | +7,126 | New |
| Diversified Trust Co | 7,213 | $426.0K | 0.02% | +7,213 | New |
| Echo Street Capital Management LLC | 7,366 | $435.0K | 0.00% | −398,811−98.2% | Reduced |
| Conning Inc. | 7,363 | $435.0K | 0.01% | −1,027−12.2% | Reduced |
| Bessemer Group Inc | 7,392 | $437.0K | 0.00% | −1,600−17.8% | Reduced |
| Commerce Bank | 7,408 | $437.0K | 0.00% | −42−0.6% | Reduced |
| JustInvest LLC | 7,442 | $440.0K | 0.05% | +1,171+18.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,479 | $442.0K | 0.03% | +3,100+70.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,534 | $445.0K | 0.05% | −362−4.6% | Reduced |
| Kinneret Advisory, LLC | 7,582 | $448.0K | 0.05% | 00.0% | Unchanged |