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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,559−100.0% | Sold out |
| Legg Mason Asset Management (Japan) Co., Ltd. | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Sonora Investment Management, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| TCF National Bank | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |