Skip to main content

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
Echo Street Capital Management LLC0$00.00%−7,366−100.0%Sold out
Diversified Trust Co0$00.00%−7,213−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−6,350−100.0%Sold out
First American Bank0$00.00%−6,318−100.0%Sold out
Wellington Management Group LLP0$00.00%−6,138−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−5,605−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−4,927−100.0%Sold out
West Family Investments, Inc.0$00.00%−4,361−100.0%Sold out
6 Meridian0$00.00%−3,544−100.0%Sold out
Neo Ivy Capital Management0$00.00%−1,450−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,351−100.0%Sold out
FFT Wealth Management LLC0$00.00%−1,281−100.0%Sold out
Eubel Brady & Suttman Asset Management Inc0$00.00%−1,000−100.0%Sold out
Cutler Group LP0$00.00%−951−100.0%Sold out
Beck Bode, LLC0$00.00%−511−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−209−100.0%Sold out
Carolina Wealth Advisors, LLC0$00.00%−180−100.0%Sold out
Investment Research & Advisory Group, Inc.0$00.00%−74−100.0%Sold out
Personal Wealth Partners0$00.00%−53−100.0%Sold out
St. Johns Investment Management Company, LLC0$00.00%−29−100.0%Sold out
Arcadia Investment Advisors LLC0$00.00%−17−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
Cipher Capital LP––––Not filed
QS Investors, LLC––––Not filed
CWM, LLC––––Not filed
First Horizon Corp––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed
FormulaFolio Investments, LLC––––Not filed
Castleview Partners, LLC––––Not filed
Horan Securities, Inc.––––Not filed