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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 5,700 | $337.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,695 | $336.0K | 0.02% | −1,261−18.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,605 | $331.0K | 0.01% | −201−3.5% | Reduced |
| RFG Advisory, LLC | 5,587 | $330.0K | 0.03% | +998+21.7% | Added |
| Financial Counselors Inc | 5,559 | $328.0K | 0.01% | −446−7.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,500 | $325.0K | 0.03% | −1,000−15.4% | Reduced |
| Segall Bryant & Hamill, LLC | 5,176 | $305.0K | 0.00% | −22−0.4% | Reduced |
| 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 |
| Horizon Investments, LLC | 5,081 | $298.0K | 0.01% | +5,081 | New |
| Krilogy Financial LLC | 5,000 | $295.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Boothbay Fund Management, LLC | 4,907 | $290.0K | 0.01% | +4,907 | New |
| 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 |
| 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 |
| Occudo Quantitative Strategies LP | 4,724 | $279.0K | 0.04% | −4,632−49.5% | Reduced |
| Capula Management Ltd | 4,721 | $277.0K | 0.05% | +4,721 | New |
| Pointe Capital Management LLC | 4,667 | $276.0K | 0.19% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,578 | $270.0K | 0.01% | +4,578 | New |
| Dividend Assets Capital, LLC | 4,490 | $265.0K | 0.05% | +110+2.5% | Added |
| 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 |
| West Family Investments, Inc. | 4,361 | $258.0K | 0.07% | +4,361 | New |
| Blair William & Co | 4,337 | $256.0K | 0.00% | −16−0.4% | Reduced |
| 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 |
| Ameritas Investment Partners, Inc. | 4,166 | $246.0K | 0.01% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 4,136 | $244.0K | 0.03% | +513+14.2% | Added |
| United Capital Financial Advisers, LLC | 4,092 | $242.0K | 0.00% | −93−2.2% | Reduced |
| Central Trust Co | 4,043 | $239.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,029 | $238.0K | 0.01% | −131−3.1% | Reduced |
| Strategy Asset Managers LLC | 4,010 | $237.0K | 0.05% | +698+21.1% | Added |
| Endurance Wealth Management, Inc. | 4,000 | $236.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,952 | $233.0K | 0.00% | +407+11.5% | Added |
| Gateway Investment Advisers LLC | 3,925 | $232.0K | 0.00% | −501−11.3% | 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 |
| 6 Meridian | 3,544 | $209.0K | 0.02% | −122−3.3% | Reduced |
| Corient Capital Partners, LLC | 3,418 | $202.0K | 0.01% | +99+3.0% | Added |
| 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 |
| Agf Investments Inc. | 2,910 | $172.0K | 0.00% | +2,910 | New |
| Sentry Investment Management LLC | 2,783 | $164.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,746 | $162.0K | 0.02% | +14+0.5% | Added |
| Signaturefd, LLC | 2,717 | $161.0K | 0.01% | −149−5.2% | Reduced |
| Spire Wealth Management | 2,552 | $151.0K | 0.00% | −2,656−51.0% | Reduced |
| Belpointe Asset Management LLC | 2,215 | $131.0K | 0.01% | −400−15.3% | Reduced |
| Meeder Asset Management Inc | 2,190 | $129.0K | 0.01% | +262+13.6% | Added |
| Blue Chip Partners, Inc. | 1,996 | $118.0K | 0.02% | +9+0.5% | Added |
| Berman Capital Advisors, LLC | 1,927 | $113.0K | 0.02% | +210+12.2% | Added |
| First Financial Corp | 1,828 | $108.0K | 0.07% | −180−9.0% | Reduced |
| American Portfolios Advisors | 1,734 | $102.4K | 0.00% | +650+60.0% | Added |
| TD Private Client Wealth LLC | 1,636 | $96.7K | 0.00% | −22−1.3% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $88.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Advisory Services Network, LLC | 1,351 | $79.0K | 0.00% | +1,351 | New |
| Caldwell Trust Co | 1,287 | $76.0K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,281 | $76.0K | 0.02% | +1,281 | New |
| Proequities, Inc. | 1,258 | $74.0K | 0.00% | −5−0.4% | Reduced |
| Sutton Wealth Advisors Inc. | 1,242 | $73.4K | 0.03% | 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 |
| Harbor Investment Advisory, LLC | 1,140 | $67.0K | 0.01% | 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 |
| Montag A & Associates Inc | 1,100 | $65.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,064 | $63.0K | 0.02% | +1+0.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,000 | $61.0K | 0.01% | +1,000 | New |
| Tobam | 975 | $58.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 970 | $57.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 951 | $56.0K | 0.00% | +951 | New |
| CX Institutional | 935 | $55.0K | 0.00% | +76+8.8% | Added |
| O'Shaughnessy Asset Management, LLC | 899 | $53.0K | 0.00% | −7−0.8% | Reduced |
| First Horizon Corp | 889 | $52.0K | 0.00% | −437−33.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 800 | $47.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 782 | $46.0K | 0.00% | +64+8.9% | Added |
| Salem Investment Counselors Inc | 755 | $45.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 757 | $45.0K | 0.00% | +500+194.6% | Added |
| Lindbrook Capital, LLC | 746 | $44.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 738 | $44.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 743 | $43.0K | 0.01% | +575+342.3% | Added |
| Whittier Trust Co | 684 | $40.0K | 0.00% | −1,000−59.4% | Reduced |
| Rockefeller Capital Management L.P. | 702 | $40.0K | 0.00% | +184+35.5% | Added |
| Center for Financial Planning, Inc. | 636 | $38.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 582 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 565 | $34.0K | 0.00% | +10+1.8% | Added |
| Global Financial Private Client, LLC | 557 | $33.5K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 555 | $33.0K | 0.00% | +555 | New |
| Johnson Financial Group, Inc. | 522 | $31.0K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 511 | $30.0K | 0.01% | −140,350−99.6% | Reduced |
| Loomis Sayles & Co L P | 490 | $29.0K | 0.00% | +24+5.2% | Added |
| Private Capital Group, LLC | 473 | $28.0K | 0.01% | +43+10.0% | Added |
| West Paces Advisors Inc. | 464 | $27.4K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $27.0K | 0.01% | 00.0% | Unchanged |