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Livermore
ZHEN

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, Q3 2021

Institutional positions in CMS Energy Corp as of Sep 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
566
0 vs. Q2 2021
Shares held
264.7M
+7.30M (+2.8%) vs. Q2 2021
Total value
$15.8B
+$604.1M (+4.0%) vs. Q2 2021
New holders
55
211 more added
Sold out
55
190 more reduced

9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 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 heldQ3 2021: $15.8B
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, Q3 2021

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2021.

Institutions holding CMS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp7$00.00%00.0%Unchanged
JJJ Advisors Inc.4$00.00%+4New
Gerber Kawasaki Wealth & Investment Management16$00.00%+16New
First Command Advisory Services, Inc.54$00.00%+54New
Key Financial Inc7$00.00%+7New
Cordant, Inc.6$00.00%+6New
Brown Brothers Harriman & Co19$1.00K0.00%−12−38.7%Reduced
Baystate Wealth Management LLC17$1.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC15$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$1.00K0.00%00.0%Unchanged
TSFG, LLC15$1.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC20$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.12$1.00K0.00%+12New
MCF Advisors LLC12$1.00K0.00%+12New
MV Capital Management, Inc.18$1.00K0.00%+18New
Meridian Wealth Partners, LLC21$1.00K0.00%+21New
Koshinski Asset Management, Inc.20$1.20K0.00%+20New
Kelly Financial Services LLC33$1.97K0.00%−1,917−98.3%Reduced
Stonebridge Capital Advisors LLC32$2.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC34$2.00K0.00%00.0%Unchanged
Evoke Wealth, LLC37$2.00K0.00%00.0%Unchanged
Resolute Partners Group31$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC40$2.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.47$2.00K0.00%+32+213.3%Added
Old Second National Bank of Aurora35$2.00K0.00%+35New
Hanson & Doremus Investment Management40$2.00K0.00%+40New
Cardinal Capital Management, Inc.34$2.00K0.00%+34New
Raffa Wealth Management, LLC34$2.03K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec44$2.63K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC49$3.00K0.00%−15−23.4%Reduced
Smithfield Trust Co50$3.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors51$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.51$3.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC57$3.00K0.00%+32+128.0%Added
Gemmer Asset Management LLC68$4.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC69$4.00K0.00%00.0%Unchanged
Concord Wealth Partners62$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC67$4.00K0.00%+67New
Bell Investment Advisors, Inc68$4.00K0.00%+68New
HighMark Wealth Management LLC82$5.00K0.00%−19−18.8%Reduced
Wolff Wiese Magana LLC92$5.00K0.00%−5−5.2%Reduced
Geneos Wealth Management Inc.100$5.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC78$5.00K0.00%00.0%Unchanged
Glassman Wealth Services90$5.00K0.00%+34+60.7%Added
Country Trust Bank100$6.00K0.00%00.0%Unchanged
Allworth Financial LP100$6.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.103$6.00K0.00%00.0%Unchanged
Bogart Wealth, LLC100$6.00K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC97$6.00K0.00%+97New
Glen Eagle Advisors, LLC116$6.93K0.00%00.0%Unchanged
Arrow Financial Corp121$7.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC120$7.00K0.00%00.0%Unchanged
Leelyn Smith, LLC120$7.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.122$7.00K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.114$7.00K0.00%00.0%Unchanged
Manchester Capital Management LLC120$7.00K0.00%+68+130.8%Added
Prestige Wealth Management Group LLC131$8.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc146$9.00K0.00%00.0%Unchanged
Investors Research Corp151$9.00K0.00%00.0%Unchanged
HM Payson & Co186$11.0K0.00%−112−37.6%Reduced
Global Wealth Management Investment Advisory, Inc.177$11.0K0.00%00.0%Unchanged
Consolidated Planning Corp183$11.0K0.01%+183New
Eagle Bay Advisors LLC189$12.0K0.01%+89+89.0%Added
Versant Capital Management, Inc211$13.0K0.00%−8−3.7%Reduced
Addison Advisors LLC240$14.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.247$15.0K0.00%−37−13.0%Reduced
Tradewinds Capital Management, LLC244$15.0K0.00%+2+0.8%Added
Lloyd Advisory Services, LLC.247$15.0K0.01%+138+126.6%Added
TCI Wealth Advisors, Inc.291$17.0K0.00%+209+254.9%Added
Thompson Siegel & Walmsley LLC300$18.0K0.00%00.0%Unchanged
JNBA Financial Advisors300$18.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp293$18.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC322$19.0K0.00%00.0%Unchanged
Earnest Partners LLC333$20.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC402$24.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC400$24.0K0.01%00.0%Unchanged
Front Row Advisors LLC420$25.0K0.01%00.0%Unchanged
CNB Bank413$25.0K0.02%00.0%Unchanged
Achmea Investment Management B.V.418$25.0K0.00%+418New
Parkside Financial Bank & Trust437$26.0K0.01%+11+2.6%Added
NEXT Financial Group, Inc428$26.0K0.00%+96+28.9%Added
Ossiam466$28.0K0.00%−23,486−98.1%Reduced
Private Capital Group, LLC474$28.0K0.01%+1+0.2%Added
Kowal Investment Group, LLC473$28.0K0.01%+473New
Rockefeller Capital Management L.P.495$29.0K0.00%−207−29.5%Reduced
Loomis Sayles & Co L P492$29.0K0.00%+2+0.4%Added
Johnson Financial Group, Inc.522$31.0K0.00%00.0%Unchanged
First Quadrant L P555$33.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc560$33.0K0.00%+160+40.0%Added
Global Financial Private Client, LLC557$33.3K0.02%00.0%Unchanged
Sandy Spring Bank565$34.0K0.00%00.0%Unchanged
Assetmark, Inc566$34.0K0.00%+432+322.4%Added
West Paces Advisors Inc.579$34.6K0.01%+115+24.8%Added
Strategic Asset Management, LLC606$37.0K0.05%+606New
Center for Financial Planning, Inc.644$38.0K0.01%+8+1.3%Added
Vigilant Capital Management, LLC660$39.0K0.00%+78+13.4%Added
CVA Family Office, LLC715$44.0K0.03%−440−38.1%Reduced
Kistler-Tiffany Companies, LLC738$44.0K0.01%00.0%Unchanged
Arkadios Wealth Advisors743$44.0K0.01%00.0%Unchanged
Salem Investment Counselors Inc755$45.0K0.00%00.0%Unchanged