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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 4,179 | $250.0K | 0.01% | +4,179 | New |
| Transcend Wealth Collective, LLC | 4,132 | $250.0K | 0.02% | +4,132 | New |
| Ameritas Investment Partners, Inc. | 4,166 | $249.0K | 0.01% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 4,148 | $247.0K | 0.03% | +12+0.3% | Added |
| United Capital Financial Advisers, LLC | 4,093 | $244.0K | 0.00% | +10.0% | Added |
| Wetherby Asset Management Inc | 4,087 | $244.0K | 0.02% | +58+1.4% | Added |
| Strategy Asset Managers LLC | 4,044 | $242.0K | 0.05% | +34+0.8% | Added |
| Central Trust Co | 4,043 | $241.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,012 | $240.0K | 0.00% | +60+1.5% | Added |
| Horizon Investments, LLC | 4,031 | $239.0K | 0.01% | −1,050−20.7% | Reduced |
| Stephens Inc | 3,980 | $238.0K | 0.00% | −3,912−49.6% | Reduced |
| Endurance Wealth Management, Inc. | 4,000 | $238.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,959 | $236.0K | 0.00% | −9,293−70.1% | Reduced |
| Cetera Advisors LLC | 3,935 | $235.0K | 0.00% | +309+8.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 3,906 | $233.0K | 0.00% | −896−18.7% | Reduced |
| Two Sigma Advisers, LP | 3,701 | $221.0K | 0.00% | −378,100−99.0% | Reduced |
| Azimuth Capital Management LLC | 3,622 | $216.0K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,588 | $214.0K | 0.03% | +3,588 | New |
| US Asset Management LLC | 3,568 | $213.0K | 0.21% | +3,568 | New |
| Corient Capital Partners, LLC | 3,546 | $212.0K | 0.02% | +128+3.7% | Added |
| Sawtooth Solutions, LLC | 3,553 | $212.0K | 0.03% | +3,553 | New |
| Gateway Investment Advisers LLC | 3,433 | $205.0K | 0.00% | −492−12.5% | Reduced |
| Full Sail Capital, LLC | 3,404 | $203.0K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,400 | $203.0K | 0.11% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,363 | $201.0K | 0.00% | −2,196−39.5% | Reduced |
| Venture Visionary Partners LLC | 3,351 | $200.0K | 0.01% | +3,351 | New |
| Quadrant Capital Group LLC | 3,199 | $191.0K | 0.03% | +453+16.5% | Added |
| Agf Investments Inc. | 3,000 | $179.0K | 0.00% | +90+3.1% | Added |
| Signaturefd, LLC | 2,811 | $168.0K | 0.01% | +94+3.5% | Added |
| Spire Wealth Management | 2,572 | $154.0K | 0.00% | +20+0.8% | Added |
| Meeder Asset Management Inc | 2,516 | $150.0K | 0.01% | +326+14.9% | Added |
| Sentry Investment Management LLC | 2,428 | $145.0K | 0.04% | −355−12.8% | Reduced |
| American Portfolios Advisors | 2,404 | $143.6K | 0.01% | +670+38.6% | Added |
| Massmutual Trust Co FSB | 2,016 | $120.0K | 0.00% | +2,016 | New |
| Belpointe Asset Management LLC | 1,967 | $117.0K | 0.01% | −248−11.2% | Reduced |
| Blueprint Investment Partners LLC | 1,932 | $115.0K | 0.06% | +1,932 | New |
| Berman Capital Advisors, LLC | 1,939 | $114.0K | 0.02% | +12+0.6% | Added |
| Blue Chip Partners, Inc. | 1,854 | $111.0K | 0.02% | −142−7.1% | Reduced |
| First Financial Corp | 1,828 | $109.0K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,803 | $107.7K | 0.00% | +167+10.2% | Added |
| Oakworth Capital, Inc. | 1,495 | $89.0K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,446 | $87.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,450 | $87.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $84.0K | 0.05% | +1,408 | New |
| Whittier Trust Co of Nevada Inc | 1,315 | $79.0K | 0.00% | +1,165+776.7% | Added |
| NN Investment Partners Holdings N.V. | 1,300 | $78.0K | 0.00% | +1,300 | New |
| Caldwell Trust Co | 1,287 | $76.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,265 | $76.0K | 0.00% | +7+0.6% | Added |
| Sutton Wealth Advisors Inc. | 1,242 | $74.2K | 0.03% | 00.0% | Unchanged |
| BBVA USA | 1,180 | $70.0K | 0.00% | +32+2.8% | Added |
| Harbor Investment Advisory, LLC | 1,140 | $68.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $66.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,064 | $64.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,017 | $61.0K | 0.00% | −107−9.5% | Reduced |
| Parallel Advisors, LLC | 1,018 | $61.0K | 0.00% | +236+30.2% | Added |
| Tobam | 975 | $58.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 970 | $58.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 949 | $57.0K | 0.01% | +949 | New |
| First Horizon Advisors, Inc. | 889 | $53.0K | 0.00% | +889 | New |
| Dark Forest Capital Management LP | 858 | $51.0K | 0.02% | +858 | New |
| RWM Asset Management, LLC | 829 | $50.0K | 0.01% | +829 | New |
| Cullen/Frost Bankers, Inc. | 800 | $48.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 788 | $47.0K | 0.00% | −147−15.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 784 | $47.0K | 0.00% | −115−12.8% | Reduced |
| Salem Investment Counselors Inc | 755 | $45.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 757 | $45.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 755 | $45.0K | 0.01% | +9+1.2% | Added |
| CVA Family Office, LLC | 715 | $44.0K | 0.03% | −440−38.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 738 | $44.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 743 | $44.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 660 | $39.0K | 0.00% | +78+13.4% | Added |
| Center for Financial Planning, Inc. | 644 | $38.0K | 0.01% | +8+1.3% | Added |
| Strategic Asset Management, LLC | 606 | $37.0K | 0.05% | +606 | New |
| West Paces Advisors Inc. | 579 | $34.6K | 0.01% | +115+24.8% | Added |
| Sandy Spring Bank | 565 | $34.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 566 | $34.0K | 0.00% | +432+322.4% | Added |
| Global Financial Private Client, LLC | 557 | $33.3K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 555 | $33.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 560 | $33.0K | 0.00% | +160+40.0% | Added |
| Johnson Financial Group, Inc. | 522 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 495 | $29.0K | 0.00% | −207−29.5% | Reduced |
| Loomis Sayles & Co L P | 492 | $29.0K | 0.00% | +2+0.4% | Added |
| Ossiam | 466 | $28.0K | 0.00% | −23,486−98.1% | Reduced |
| Private Capital Group, LLC | 474 | $28.0K | 0.01% | +1+0.2% | Added |
| Kowal Investment Group, LLC | 473 | $28.0K | 0.01% | +473 | New |
| Parkside Financial Bank & Trust | 437 | $26.0K | 0.01% | +11+2.6% | Added |
| NEXT Financial Group, Inc | 428 | $26.0K | 0.00% | +96+28.9% | Added |
| Front Row Advisors LLC | 420 | $25.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $25.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 418 | $25.0K | 0.00% | +418 | New |
| Lenox Wealth Advisors, LLC | 402 | $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 |
| Marquette Asset Management, LLC | 322 | $19.0K | 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 |
| Toth Financial Advisory Corp | 293 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 291 | $17.0K | 0.00% | +209+254.9% | Added |
| Zions Bancorporation, N.A. | 247 | $15.0K | 0.00% | −37−13.0% | Reduced |
| Tradewinds Capital Management, LLC | 244 | $15.0K | 0.00% | +2+0.8% | Added |