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

Q4 2021 vs. Q3 2021

How the institutions holding CMS Energy Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of CMS: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders5668584+26
Shares264.7M61.9K264.5M−213.2K (−0.1%)
Value$15.8B$3.69M$17.2B+$1.39B (+8.8%)

8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held CMS Energy Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to CMS in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC291,786$19.0M0.02%
NewSquare Capital LLC64,106$4.17M0.44%
Yousif Capital Management, LLC62,453$4.06M0.04%
National Bank of Canada52,720$3.42M0.01%
GQG Partners LLC52,425$3.41M0.01%
Aigen Investment Management, LP48,249$3.07M0.19%
Aquila Investment Management LLC38,000$2.47M1.19%
Duality Advisers, LP32,350$2.10M0.23%
Healthcare of Ontario Pension Plan Trust Fund31,200$2.03M0.00%
Gotham Asset Management, LLC27,084$1.76M0.06%
Versor Investments LP24,500$1.59M0.05%
Capitolis Advisors LLC17,073$1.11M0.01%
Atria Investments LLC17,045$1.11M0.02%
Bridgewater Associates, LP16,138$1.05M0.01%
HB Wealth Management, LLC14,646$953.0K0.02%
Finer Wealth Management, Inc.12,870$837.0K0.69%
Qube Research & Technologies Ltd9,506$618.0K0.00%
Ergoteles LLC9,447$615.0K0.02%
Dynamic Technology Lab Private Ltd8,685$565.0K0.06%
Echo Street Capital Management LLC8,673$564.0K0.00%
Point72 Hong Kong Ltd7,400$481.0K0.04%
Banque Pictet & Cie SA7,315$476.0K0.00%
Sagefield Capital LP6,324$412.0K0.19%
B. Metzler seel. Sohn & Co. AG5,506$358.0K0.00%
Legg Mason Asset Management (Japan) Co., Ltd.4,932$321.0K0.35%
Cypress Capital Management LLC4,760$310.0K0.04%
West Family Investments, Inc.4,760$310.0K0.09%
FORA Capital, LLC4,499$293.0K0.11%
Desjardins Global Asset Management Inc.4,486$291.0K0.02%
Symmetry Investments LP4,143$270.0K0.14%
Pluribus Labs, LLC4,131$269.0K0.28%
Stephens Consulting, LLC4,006$260.6K0.22%
Oak Thistle LLC3,975$259.0K0.20%
CoreCap Advisors, LLC3,698$241.0K0.02%
Toroso Investments, LLC3,468$226.0K0.01%
MQS Management LLC3,438$224.0K0.36%
44 Wealth Management LLC3,407$222.0K0.08%
Henrickson Nauta Wealth Advisors, Inc.3,406$213.0K0.17%
ASB Consultores, LLC3,221$210.0K0.10%
DF Dent & Co Inc3,220$209.0K0.00%
Coldstream Capital Management Inc3,129$204.0K0.01%
Kestra Private Wealth Services, LLC3,109$202.0K0.01%
State of Wyoming1,802$117.0K0.05%
RGT Wealth Advisors, LLC1,279$83.0K0.01%
Cutler Group LP1,137$73.0K0.01%
CWM, LLC1,040$68.0K0.00%
Cornerstone Management, Inc.1,008$65.6K0.02%
Widmann Financial Services, Inc.1,000$65.0K0.05%
Covestor Ltd837$54.0K0.08%
Aquatic Capital Management LLC600$39.0K0.08%
Quent Capital, LLC589$38.0K0.01%
TD Waterhouse Canada Inc.416$26.9K0.00%
Crewe Advisors LLC405$26.0K0.01%
Tilia Fiduciary Partners, Inc.335$22.0K0.02%
NuWave Investment Management, LLC275$18.0K0.02%
EverSource Wealth Advisors, LLC270$17.0K0.00%
Cambridge Trust Co205$13.0K0.00%
Kenfarb & Co.200$13.0K0.01%
Retirement Group, LLC163$11.0K0.00%
Umb Bank N A138$9.00K0.00%
Seldon Capital LP138$9.00K0.01%
Atticus Wealth Management, LLC120$8.00K0.00%
Vectors Research Management, LLC110$7.00K0.00%
Marshall Wace, LLP97$6.00K0.00%
Cornerstone Advisory, LLC88$6.00K0.00%
Washington Trust Advisors, Inc.96$6.00K0.00%
City State Bank65$4.00K0.00%
Signet Financial Management, LLC51$3.00K0.00%
Snowden Capital Advisors LLC56$3.00K0.00%
KRS Capital Management, LLC51$3.00K0.00%
Washington Trust Co30$2.00K0.00%
JFS Wealth Advisors, LLC25$2.00K0.00%
Horan Securities, Inc.37$2.00K0.00%
Sierra Capital LLC35$2.00K0.00%
Confluence Wealth Services, Inc.45$2.00K0.00%
Comprehensive Financial Consultants Institutional, Inc.32$2.00K0.00%
South State Corp.22$1.00K0.00%
First Personal Financial Services14$1.00K0.00%
First Bank & Trust19$1.00K0.00%
Curi Capital29$1.00K0.00%
Schubert & Co13$1.00K0.00%
Karlinski Andrew C8$1.00K0.00%
Coastal Capital Group, Inc.5$00.00%
PSI Advisors, LLC1$00.00%
Amplius Wealth Advisors, LLC13$00.00%

Sold out (59)

Institutions that held CMS Energy Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of CMS in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Worldquant Millennium Advisors LLC145,091$8.67M
Natixis140,332$8.38M
MUFG Securities EMEA plc84,200$5.03M
Tudor Investment Corp Et Al52,752$3.15M
Schonfeld Strategic Advisors LLC51,862$3.10M
Comgest Global Investors S.A.S.36,582$2.19M
Citadel Advisors LLC25,057$1.50M
Tiaa, FSB19,645$1.17M
Wealth Enhancement Advisory Services, LLC18,524$1.12M
PFS Investments Inc.17,886$1.06M
Quadrature Capital Ltd15,906$950.0K
San Luis Wealth Advisors LLC15,800$944.0K
Dana Investment Advisors, Inc.14,979$895.0K
Gyon Technologies Capital Management, LP13,311$795.0K
E. Ohman J:or Asset Management AB13,100$782.5K
Kempen Capital Management N.V.11,428$683.0K
Liontrust Investment Partners LLP10,182$608.2K
AGF Investments LLC9,245$552.0K
CIBC World Markets Inc.9,207$550.0K
Y-Intercept (Hong Kong) Ltd8,208$490.0K
Toews Corp7,000$418.0K
Algert Global LLC6,535$390.0K
Sciencast Management LP6,474$386.0K
Capula Management Ltd5,930$354.0K
Bayesian Capital Management, LP5,399$322.0K
Vontobel Holding Ltd.4,825$288.0K
Boothbay Fund Management, LLC4,592$274.0K
Strategy Asset Managers LLC4,044$242.0K
Verition Fund Management LLC3,959$236.0K
Two Sigma Advisers, LP3,701$221.0K
US Asset Management LLC3,568$213.0K
Gateway Investment Advisers LLC3,433$205.0K
Agf Investments Inc.3,000$179.0K
Meeder Asset Management Inc2,516$150.0K
Longfellow Investment Management Co LLC1,446$87.0K
Dark Forest Capital Management LP858$51.0K
O'Shaughnessy Asset Management, LLC784$47.0K
CX Institutional788$47.0K
Arkadios Wealth Advisors743$44.0K
First Quadrant L P555$33.0K
Ossiam466$28.0K
Kowal Investment Group, LLC473$28.0K
Consolidated Planning Corp183$11.0K
Wolff Wiese Magana LLC92$5.00K
Asset Dedication, LLC67$4.00K
Smithfield Trust Co50$3.00K
TD Ameritrade Investment Management, LLC49$3.00K
Global Retirement Partners, LLC57$3.00K
Atlas Private Wealth Advisors51$3.00K
Old Second National Bank of Aurora35$2.00K
Cardinal Capital Management, Inc.34$2.00K
Joseph P. Lucia & Associates, LLC34$2.00K
Resolute Partners Group31$2.00K
MCF Advisors LLC12$1.00K
Meridian Wealth Partners, LLC21$1.00K
True Link Financial Advisors, LLC20$1.00K
Gerber Kawasaki Wealth & Investment Management16$0
First Command Advisory Services, Inc.54$0
Cordant, Inc.6$0

Not filed for Q4 2021 yet (8)

Institutions that held CMS Energy Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Optimal Asset Management, Inc.22,420$1.34M
Homrich & Berg14,646$875.0K
World Asset Management Inc8,018$479.0K
HighPoint Advisor Group LLC5,511$329.0K
First Mercantile Trust Co4,278$256.0K
B. Metzler seel. Sohn & Co. Holding AG3,906$233.0K
Berman Capital Advisors, LLC1,939$114.0K
BBVA USA1,180$70.0K