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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, Q4 2021

Institutional positions in CMS Energy Corp as of Dec 31, 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
584
+26 vs. Q3 2021
Shares held
264.5M
−213.2K (−0.1%) vs. Q3 2021
Total value
$17.2B
+$1.39B (+8.8%) vs. Q3 2021
New holders
85
176 more added
Sold out
59
220 more reduced

8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 584 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 heldQ4 2021: $17.2B
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, Q4 2021

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2021.

Institutions holding CMS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carroll Financial Associates, Inc.4$00.00%−43−91.5%Reduced
JJJ Advisors Inc.4$00.00%00.0%Unchanged
USA Financial Portformulas Corp7$00.00%00.0%Unchanged
Key Financial Inc7$00.00%00.0%Unchanged
Coastal Capital Group, Inc.5$00.00%+5New
PSI Advisors, LLC1$00.00%+1New
Amplius Wealth Advisors, LLC13$00.00%+13New
Brown Brothers Harriman & Co19$1.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC17$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.12$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
South State Corp.22$1.00K0.00%+22New
First Personal Financial Services14$1.00K0.00%+14New
First Bank & Trust19$1.00K0.00%+19New
Curi Capital29$1.00K0.00%+29New
Schubert & Co13$1.00K0.00%+13New
Karlinski Andrew C8$1.00K0.00%+8New
Stonebridge Capital Advisors LLC32$2.00K0.00%00.0%Unchanged
Washington Trust Co30$2.00K0.00%+30New
JFS Wealth Advisors, LLC25$2.00K0.00%+25New
Horan Securities, Inc.37$2.00K0.00%+37New
Sierra Capital LLC35$2.00K0.00%+35New
Confluence Wealth Services, Inc.45$2.00K0.00%+45New
Comprehensive Financial Consultants Institutional, Inc.32$2.00K0.00%+32New
Kelly Financial Services LLC33$2.15K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$2.21K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.34$2.21K0.00%+14+70.0%Added
Federation des caisses Desjardins du Quebec44$2.86K0.00%00.0%Unchanged
Manchester Capital Management LLC52$3.00K0.00%−68−56.7%Reduced
SOA Wealth Advisors, LLC.51$3.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management40$3.00K0.00%00.0%Unchanged
Evoke Wealth, LLC44$3.00K0.00%+7+18.9%Added
Carolinas Wealth Consulting LLC40$3.00K0.00%00.0%Unchanged
MV Capital Management, Inc.46$3.00K0.00%+28+155.6%Added
Signet Financial Management, LLC51$3.00K0.00%+51New
Snowden Capital Advisors LLC56$3.00K0.00%+56New
KRS Capital Management, LLC51$3.00K0.00%+51New
Sandy Spring Bank65$4.00K0.00%−500−88.5%Reduced
Gemmer Asset Management LLC68$4.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC69$4.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc60$4.00K0.00%−8−11.8%Reduced
City State Bank65$4.00K0.00%+65New
IronBridge Private Wealth, LLC78$5.00K0.00%00.0%Unchanged
Glassman Wealth Services93$6.00K0.00%+3+3.3%Added
Geneos Wealth Management Inc.100$6.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC88$6.00K0.00%+6+7.3%Added
Marshall Wace, LLP97$6.00K0.00%+97New
Cornerstone Advisory, LLC88$6.00K0.00%+88New
Washington Trust Advisors, Inc.96$6.00K0.00%+96New
Eagle Bay Advisors LLC109$7.00K0.00%−80−42.3%Reduced
HM Payson & Co111$7.00K0.00%−75−40.3%Reduced
Ellis Investment Partners, LLC120$7.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.114$7.00K0.00%00.0%Unchanged
Country Trust Bank100$7.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.103$7.00K0.00%00.0%Unchanged
Bogart Wealth, LLC100$7.00K0.00%00.0%Unchanged
Vectors Research Management, LLC110$7.00K0.00%+110New
Glen Eagle Advisors, LLC116$7.55K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC134$8.00K0.00%+3+2.3%Added
Arrow Financial Corp121$8.00K0.00%00.0%Unchanged
Leelyn Smith, LLC120$8.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.122$8.00K0.01%00.0%Unchanged
Atticus Wealth Management, LLC120$8.00K0.00%+120New
Umb Bank N A138$9.00K0.00%+138New
Seldon Capital LP138$9.00K0.01%+138New
Farmers & Merchants Investments Inc156$10.0K0.00%+10+6.8%Added
Investors Research Corp151$10.0K0.00%00.0%Unchanged
Concord Wealth Partners174$11.0K0.00%+112+180.6%Added
Retirement Group, LLC163$11.0K0.00%+163New
Global Wealth Management Investment Advisory, Inc.177$12.0K0.00%00.0%Unchanged
Cambridge Trust Co205$13.0K0.00%+205New
Kenfarb & Co.200$13.0K0.01%+200New
Versant Capital Management, Inc211$14.0K0.00%00.0%Unchanged
TSFG, LLC215$14.0K0.00%+200+1,333.3%Added
TCI Wealth Advisors, Inc.243$16.0K0.00%−48−16.5%Reduced
Tradewinds Capital Management, LLC245$16.0K0.00%+1+0.4%Added
Zions Bancorporation, N.A.247$16.0K0.00%00.0%Unchanged
Addison Advisors LLC248$16.0K0.01%+8+3.3%Added
Allworth Financial LP249$16.0K0.00%+149+149.0%Added
Benjamin F. Edwards & Company, Inc.257$17.0K0.00%−500−66.1%Reduced
EverSource Wealth Advisors, LLC270$17.0K0.00%+270New
Lloyd Advisory Services, LLC.271$18.0K0.01%+24+9.7%Added
NuWave Investment Management, LLC275$18.0K0.02%+275New
Toth Financial Advisory Corp293$19.0K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC300$20.0K0.00%00.0%Unchanged
JNBA Financial Advisors300$20.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC322$21.0K0.00%00.0%Unchanged
Earnest Partners LLC333$22.0K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.335$22.0K0.02%+335New
Mark Sheptoff Financial Planning, LLC400$26.0K0.01%00.0%Unchanged
Crewe Advisors LLC405$26.0K0.01%+405New
TD Waterhouse Canada Inc.416$26.9K0.00%+416New
Achmea Investment Management B.V.418$27.0K0.00%00.0%Unchanged
Front Row Advisors LLC420$27.0K0.01%00.0%Unchanged
CNB Bank413$27.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P437$28.0K0.00%−55−11.2%Reduced
Lenox Wealth Advisors, LLC428$28.0K0.00%+26+6.5%Added
Parkside Financial Bank & Trust457$30.0K0.01%+20+4.6%Added
West Paces Advisors Inc.469$30.5K0.01%−110−19.0%Reduced