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 |
|---|---|---|---|---|---|
| San Francisco Sentry Investment Group (Ca) | 444 | $26.0K | 0.01% | +390+722.2% | Added |
| Parkside Financial Bank & Trust | 426 | $25.0K | 0.01% | +14+3.4% | Added |
| Lenox Wealth Advisors, LLC | 402 | $24.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 413 | $24.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 333 | $20.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 332 | $20.0K | 0.00% | +22+7.1% | Added |
| Marquette Asset Management, LLC | 322 | $19.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 298 | $18.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 284 | $17.0K | 0.00% | −178−38.5% | Reduced |
| Toth Financial Advisory Corp | 293 | $17.0K | 0.00% | +293 | New |
| Tradewinds Capital Management, LLC | 242 | $14.0K | 0.00% | +242 | New |
| Addison Advisors LLC | 240 | $14.0K | 0.01% | +240 | New |
| Versant Capital Management, Inc | 219 | $13.0K | 0.00% | −86−28.2% | Reduced |
| Enterprise Financial Services Corp | 209 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 180 | $11.0K | 0.01% | −279−60.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 177 | $10.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 176 | $10.0K | 0.00% | +38+27.5% | Added |
| Farmers & Merchants Investments Inc | 146 | $9.00K | 0.00% | +3+2.1% | Added |
| Investors Research Corp | 151 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 150 | $9.00K | 0.00% | +150 | New |
| Castleview Partners, LLC | 160 | $9.00K | 0.00% | +160 | New |
| Assetmark, Inc | 134 | $8.00K | 0.00% | −4−2.9% | Reduced |
| Prestige Wealth Management Group LLC | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 122 | $7.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $7.00K | 0.01% | +100 | New |
| Glen Eagle Advisors, LLC | 116 | $6.85K | 0.00% | −194−62.6% | Reduced |
| HighMark Wealth Management LLC | 101 | $6.00K | 0.00% | −26−20.5% | Reduced |
| Country Trust Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 103 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 109 | $6.00K | 0.00% | +55+101.9% | Added |
| Geneos Wealth Management Inc. | 100 | $5.00K | 0.00% | −396−79.8% | Reduced |
| TCI Wealth Advisors, Inc. | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 64 | $4.00K | 0.00% | −43−40.2% | Reduced |
| Gemmer Asset Management LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 69 | $4.00K | 0.00% | +1+1.5% | Added |
| Concord Wealth Partners | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 74 | $4.00K | 0.00% | +74 | New |
| Smithfield Trust Co | 50 | $3.00K | 0.00% | −50−50.0% | Reduced |
| Atlas Private Wealth Advisors | 51 | $3.00K | 0.00% | −15−22.7% | Reduced |
| Manchester Capital Management LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $3.00K | 0.00% | +2+3.7% | Added |
| SOA Wealth Advisors, LLC. | 51 | $3.00K | 0.00% | +47+1,175.0% | Added |
| Personal Wealth Partners | 53 | $3.00K | 0.00% | +53 | New |
| Federation des caisses Desjardins du Quebec | 44 | $2.60K | 0.00% | −1,421−97.0% | Reduced |
| Raffa Wealth Management, LLC | 34 | $2.01K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31 | $2.00K | 0.00% | −116−78.9% | Reduced |
| Stonebridge Capital Advisors LLC | 32 | $2.00K | 0.00% | −23−41.8% | Reduced |
| Horan Securities, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 37 | $2.00K | 0.00% | −3−7.5% | Reduced |
| Resolute Partners Group | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Arcadia Investment Advisors LLC | 17 | $1.00K | 0.00% | +17 | New |
| Baystate Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $1.00K | 0.00% | +1+7.1% | Added |
| Sound Income Strategies, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Global Retirement Partners, LLC | 25 | $1.00K | 0.00% | +25 | New |
| TSFG, LLC | 15 | $1.00K | 0.00% | +15 | New |
| True Link Financial Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Kelly Financial Services LLC | 1,950 | $33 | 0.00% | +1,917+5,809.1% | Added |
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 15 | $0 | 0.00% | +15 | New |
| GQG Partners LLC | 0 | $0 | 0.00% | −6,091,040−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −1,076,350−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −404,566−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −106,587−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −77,600−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −53,266−100.0% | Sold out |
| Hexavest Inc. | 0 | $0 | 0.00% | −52,895−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −35,007−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −33,057−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −13,617−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,530−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −10,133−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,790−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −9,232−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,817−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,299−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −5,022−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −4,146−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −3,581−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |