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Livermore
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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
Benjamin F. Edwards & Company, Inc.757$45.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC755$45.0K0.01%+9+1.2%Added
CX Institutional788$47.0K0.00%−147−15.7%Reduced
O'Shaughnessy Asset Management, LLC784$47.0K0.00%−115−12.8%Reduced
Cullen/Frost Bankers, Inc.800$48.0K0.00%00.0%Unchanged
RWM Asset Management, LLC829$50.0K0.01%+829New
Dark Forest Capital Management LP858$51.0K0.02%+858New
First Horizon Advisors, Inc.889$53.0K0.00%+889New
Patriot Financial Group Insurance Agency, LLC949$57.0K0.01%+949New
Tobam975$58.0K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC970$58.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC1,017$61.0K0.00%−107−9.5%Reduced
Parallel Advisors, LLC1,018$61.0K0.00%+236+30.2%Added
GPS Wealth Strategies Group, LLC1,064$64.0K0.02%00.0%Unchanged
Montag A & Associates Inc1,100$66.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC1,140$68.0K0.01%00.0%Unchanged
BBVA USA1,180$70.0K0.00%+32+2.8%Added
Sutton Wealth Advisors Inc.1,242$74.2K0.03%00.0%Unchanged
Proequities, Inc.1,265$76.0K0.00%+7+0.6%Added
Caldwell Trust Co1,287$76.9K0.01%00.0%Unchanged
NN Investment Partners Holdings N.V.1,300$78.0K0.00%+1,300New
Whittier Trust Co of Nevada Inc1,315$79.0K0.00%+1,165+776.7%Added
Costello Asset Management, INC1,408$84.0K0.05%+1,408New
Longfellow Investment Management Co LLC1,446$87.0K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators1,450$87.0K0.02%00.0%Unchanged
Oakworth Capital, Inc.1,495$89.0K0.01%00.0%Unchanged
TD Private Client Wealth LLC1,803$107.7K0.00%+167+10.2%Added
First Financial Corp1,828$109.0K0.07%00.0%Unchanged
Blue Chip Partners, Inc.1,854$111.0K0.02%−142−7.1%Reduced
Berman Capital Advisors, LLC1,939$114.0K0.02%+12+0.6%Added
Blueprint Investment Partners LLC1,932$115.0K0.06%+1,932New
Belpointe Asset Management LLC1,967$117.0K0.01%−248−11.2%Reduced
Massmutual Trust Co FSB2,016$120.0K0.00%+2,016New
American Portfolios Advisors2,404$143.6K0.01%+670+38.6%Added
Sentry Investment Management LLC2,428$145.0K0.04%−355−12.8%Reduced
Meeder Asset Management Inc2,516$150.0K0.01%+326+14.9%Added
Spire Wealth Management2,572$154.0K0.00%+20+0.8%Added
Signaturefd, LLC2,811$168.0K0.01%+94+3.5%Added
Agf Investments Inc.3,000$179.0K0.00%+90+3.1%Added
Quadrant Capital Group LLC3,199$191.0K0.03%+453+16.5%Added
Venture Visionary Partners LLC3,351$200.0K0.01%+3,351New
Financial Counselors Inc3,363$201.0K0.00%−2,196−39.5%Reduced
Full Sail Capital, LLC3,404$203.0K0.02%00.0%Unchanged
VeraBank, N.A.3,400$203.0K0.11%00.0%Unchanged
Gateway Investment Advisers LLC3,433$205.0K0.00%−492−12.5%Reduced
Corient Capital Partners, LLC3,546$212.0K0.02%+128+3.7%Added
Sawtooth Solutions, LLC3,553$212.0K0.03%+3,553New
US Asset Management LLC3,568$213.0K0.21%+3,568New
Empirical Finance, LLC3,588$214.0K0.03%+3,588New
Azimuth Capital Management LLC3,622$216.0K0.01%00.0%Unchanged
Two Sigma Advisers, LP3,701$221.0K0.00%−378,100−99.0%Reduced
B. Metzler seel. Sohn & Co. Holding AG3,906$233.0K0.00%−896−18.7%Reduced
Cetera Advisors LLC3,935$235.0K0.00%+309+8.5%Added
Verition Fund Management LLC3,959$236.0K0.00%−9,293−70.1%Reduced
Stephens Inc3,980$238.0K0.00%−3,912−49.6%Reduced
Endurance Wealth Management, Inc.4,000$238.0K0.03%00.0%Unchanged
Horizon Investments, LLC4,031$239.0K0.01%−1,050−20.7%Reduced
Cetera Advisor Networks LLC4,012$240.0K0.00%+60+1.5%Added
Central Trust Co4,043$241.0K0.01%00.0%Unchanged
Strategy Asset Managers LLC4,044$242.0K0.05%+34+0.8%Added
United Capital Financial Advisers, LLC4,093$244.0K0.00%+10.0%Added
Wetherby Asset Management Inc4,087$244.0K0.02%+58+1.4%Added
Executive Wealth Management, LLC4,148$247.0K0.03%+12+0.3%Added
Ameritas Investment Partners, Inc.4,166$249.0K0.01%00.0%Unchanged
Freestone Capital Holdings, LLC4,179$250.0K0.01%+4,179New
Transcend Wealth Collective, LLC4,132$250.0K0.02%+4,132New
Clarius Group, LLC4,210$251.0K0.02%−107−2.5%Reduced
Vestcor Inc4,281$256.0K0.01%−44,469−91.2%Reduced
First Mercantile Trust Co4,278$256.0K0.03%−105−2.4%Reduced
Tdam USA Inc.4,319$258.0K0.02%−353−7.6%Reduced
Blair William & Co4,335$259.0K0.00%−20.0%Reduced
Symmetry Partners, LLC4,324$261.0K0.02%00.0%Unchanged
Bradley Foster & Sargent Inc4,459$266.0K0.01%−1,241−21.8%Reduced
Fox Run Management, L.L.C.4,493$268.0K0.17%+4,493New
Boothbay Fund Management, LLC4,592$274.0K0.01%−315−6.4%Reduced
Pointe Capital Management LLC4,667$279.0K0.19%00.0%Unchanged
Dividend Assets Capital, LLC4,669$279.0K0.06%+179+4.0%Added
Capital Investment Advisors, LLC4,801$287.0K0.01%+10.0%Added
Vontobel Holding Ltd.4,825$288.0K0.00%00.0%Unchanged
Stevens Capital Management LP4,879$291.0K0.12%+4,879New
Alpine Woods Capital Investors, LLC5,000$299.0K0.03%−500−9.1%Reduced
Krilogy Financial LLC5,000$299.0K0.03%00.0%Unchanged
Bailard, Inc.5,056$302.0K0.01%00.0%Unchanged
FourThought Financial, LLC5,157$308.0K0.04%+217+4.4%Added
Segall Bryant & Hamill, LLC5,176$310.0K0.00%00.0%Unchanged
Bayesian Capital Management, LP5,399$322.0K0.09%+5,399New
Beacon Pointe Advisors, LLC5,448$325.0K0.01%+870+19.0%Added
HighPoint Advisor Group LLC5,511$329.0K0.03%+1,119+25.5%Added
Cresset Asset Management, LLC5,520$330.0K0.00%+447+8.8%Added
RFG Advisory, LLC5,582$333.0K0.03%−5−0.1%Reduced
Engineers Gate Manager LP5,616$335.0K0.02%−40,805−87.9%Reduced
Capula Management Ltd5,930$354.0K0.03%+1,209+25.6%Added
Banco Santander, S.A.5,948$355.0K0.00%−7,445−55.6%Reduced
DuPont Capital Management Corp5,997$358.0K0.01%−3,829−39.0%Reduced
Wolverine Trading, LLC5,998$359.0K0.01%−1,128−15.8%Reduced
Livforsakringsbolaget Skandia, Omsesidigt6,279$375.0K0.02%−1,200−16.0%Reduced
MML Investors Services, LLC6,309$377.0K0.00%−206−3.2%Reduced
Mirador Capital Partners LP6,401$382.0K0.09%+185+3.0%Added
Sciencast Management LP6,474$386.0K0.11%+6,474New
Federated Hermes, Inc.6,474$387.0K0.00%−2,444−27.4%Reduced