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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 496 | $32.0K | 0.00% | +1+0.2% | Added |
| Private Capital Group, LLC | 486 | $32.0K | 0.01% | +12+2.5% | Added |
| Johnson Financial Group, Inc. | 522 | $34.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 557 | $36.2K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 580 | $38.0K | 0.00% | +20+3.6% | Added |
| Quent Capital, LLC | 589 | $38.0K | 0.01% | +589 | New |
| Strategic Asset Management, LLC | 606 | $39.0K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $39.0K | 0.08% | +600 | New |
| Center for Financial Planning, Inc. | 644 | $42.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 660 | $43.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 710 | $46.0K | 0.01% | −5−0.7% | Reduced |
| Harbour Investments, Inc. | 741 | $48.0K | 0.00% | −13,856−94.9% | Reduced |
| Lindbrook Capital, LLC | 737 | $48.0K | 0.01% | −18−2.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 738 | $48.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $49.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 763 | $50.0K | 0.00% | +666+686.6% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $52.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 837 | $54.0K | 0.08% | +837 | New |
| First Horizon Advisors, Inc. | 873 | $56.0K | 0.00% | −16−1.8% | Reduced |
| NEXT Financial Group, Inc | 863 | $56.0K | 0.00% | +435+101.6% | Added |
| Proequities, Inc. | 927 | $60.0K | 0.00% | −338−26.7% | Reduced |
| RWM Asset Management, LLC | 918 | $60.0K | 0.01% | +89+10.7% | Added |
| Clearstead Advisors, LLC | 957 | $62.0K | 0.00% | −60−5.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 949 | $62.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 975 | $63.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 970 | $63.0K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,000 | $65.0K | 0.05% | +1,000 | New |
| Cornerstone Management, Inc. | 1,008 | $65.6K | 0.02% | +1,008 | New |
| Altshuler Shaham Ltd | 1,013 | $66.0K | 0.00% | −8,954−89.8% | Reduced |
| CWM, LLC | 1,040 | $68.0K | 0.00% | +1,040 | New |
| GPS Wealth Strategies Group, LLC | 1,064 | $69.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $72.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,137 | $73.0K | 0.01% | +1,137 | New |
| Harbor Investment Advisory, LLC | 1,140 | $74.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,242 | $80.8K | 0.03% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 1,279 | $83.0K | 0.01% | +1,279 | New |
| Caldwell Trust Co | 1,287 | $83.7K | 0.01% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 1,300 | $85.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $92.0K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,450 | $94.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $97.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $100.0K | 0.00% | −13,715−89.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,562 | $102.0K | 0.00% | +247+18.8% | Added |
| Blue Chip Partners, Inc. | 1,699 | $111.0K | 0.01% | −155−8.4% | Reduced |
| Massmutual Trust Co FSB | 1,771 | $115.0K | 0.00% | −245−12.2% | Reduced |
| State of Wyoming | 1,802 | $117.0K | 0.05% | +1,802 | New |
| First Financial Corp | 1,828 | $119.0K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,830 | $119.0K | 0.00% | +27+1.5% | Added |
| Parallel Advisors, LLC | 1,939 | $126.0K | 0.00% | +921+90.5% | Added |
| Belpointe Asset Management LLC | 2,573 | $167.0K | 0.01% | +606+30.8% | Added |
| American Portfolios Advisors | 2,577 | $167.6K | 0.01% | +173+7.2% | Added |
| Quadrant Capital Group LLC | 2,851 | $185.0K | 0.02% | −348−10.9% | Reduced |
| Signaturefd, LLC | 2,881 | $187.0K | 0.01% | +70+2.5% | Added |
| Assetmark, Inc | 2,941 | $191.0K | 0.00% | +2,375+419.6% | Added |
| Sentry Investment Management LLC | 2,971 | $193.0K | 0.05% | +543+22.4% | Added |
| Kestra Private Wealth Services, LLC | 3,109 | $202.0K | 0.01% | +3,109 | New |
| Coldstream Capital Management Inc | 3,129 | $204.0K | 0.01% | +3,129 | New |
| Beacon Pointe Advisors, LLC | 3,152 | $205.0K | 0.01% | −2,296−42.1% | Reduced |
| DF Dent & Co Inc | 3,220 | $209.0K | 0.00% | +3,220 | New |
| ASB Consultores, LLC | 3,221 | $210.0K | 0.10% | +3,221 | New |
| Full Sail Capital, LLC | 3,404 | $213.0K | 0.02% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 3,406 | $213.0K | 0.17% | +3,406 | New |
| Stephens Inc | 3,309 | $215.0K | 0.00% | −671−16.9% | Reduced |
| Venture Visionary Partners LLC | 3,352 | $218.0K | 0.01% | +10.0% | Added |
| VeraBank, N.A. | 3,400 | $221.0K | 0.11% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,416 | $222.0K | 0.00% | −519−13.2% | Reduced |
| 44 Wealth Management LLC | 3,407 | $222.0K | 0.08% | +3,407 | New |
| MQS Management LLC | 3,438 | $224.0K | 0.36% | +3,438 | New |
| Corient Capital Partners, LLC | 3,476 | $226.0K | 0.01% | −70−2.0% | Reduced |
| Toroso Investments, LLC | 3,468 | $226.0K | 0.01% | +3,468 | New |
| Vestcor Inc | 3,575 | $233.0K | 0.01% | −706−16.5% | Reduced |
| Cetera Advisor Networks LLC | 3,624 | $236.0K | 0.00% | −388−9.7% | Reduced |
| Azimuth Capital Management LLC | 3,622 | $236.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,657 | $238.0K | 0.00% | −436−10.7% | Reduced |
| Cresset Asset Management, LLC | 3,705 | $240.0K | 0.00% | −1,815−32.9% | Reduced |
| CoreCap Advisors, LLC | 3,698 | $241.0K | 0.02% | +3,698 | New |
| Ameritas Investment Partners, Inc. | 3,798 | $247.0K | 0.01% | −368−8.8% | Reduced |
| Blueprint Investment Partners LLC | 3,808 | $247.7K | 0.06% | +1,876+97.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,924 | $255.0K | 0.00% | −37,304−90.5% | Reduced |
| Oak Thistle LLC | 3,975 | $259.0K | 0.20% | +3,975 | New |
| Endurance Wealth Management, Inc. | 4,000 | $260.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,006 | $260.6K | 0.22% | +4,006 | New |
| Central Trust Co | 4,043 | $263.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,056 | $264.0K | 0.01% | −31−0.8% | Reduced |
| Executive Wealth Management, LLC | 4,118 | $267.0K | 0.03% | −30−0.7% | Reduced |
| Pluribus Labs, LLC | 4,131 | $269.0K | 0.28% | +4,131 | New |
| Symmetry Investments LP | 4,143 | $270.0K | 0.14% | +4,143 | New |
| Pitcairn Co | 4,253 | $277.0K | 0.02% | −6,178−59.2% | Reduced |
| Wolverine Trading, LLC | 4,261 | $277.0K | 0.00% | −1,737−29.0% | Reduced |
| Symmetry Partners, LLC | 4,324 | $281.0K | 0.02% | 00.0% | Unchanged |
| Tdam USA Inc. | 4,319 | $281.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,342 | $282.0K | 0.01% | −4,703−52.0% | Reduced |
| Fox Run Management, L.L.C. | 4,329 | $282.0K | 0.17% | −164−3.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,381 | $285.0K | 0.01% | +202+4.8% | Added |
| Bradley Foster & Sargent Inc | 4,459 | $290.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,486 | $291.0K | 0.02% | +4,486 | New |
| Clarius Group, LLC | 4,485 | $292.0K | 0.02% | +275+6.5% | Added |
| FORA Capital, LLC | 4,499 | $293.0K | 0.11% | +4,499 | New |
| RFG Advisory, LLC | 4,625 | $301.0K | 0.02% | −957−17.1% | Reduced |
| Pointe Capital Management LLC | 4,667 | $304.0K | 0.19% | 00.0% | Unchanged |