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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 4,741 | $308.0K | 0.04% | −416−8.1% | Reduced |
| Stevens Capital Management LP | 4,765 | $310.0K | 0.07% | −114−2.3% | Reduced |
| Capital Investment Advisors, LLC | 4,773 | $310.0K | 0.01% | −28−0.6% | Reduced |
| Cypress Capital Management LLC | 4,760 | $310.0K | 0.04% | +4,760 | New |
| West Family Investments, Inc. | 4,760 | $310.0K | 0.09% | +4,760 | New |
| Alpine Woods Capital Investors, LLC | 4,800 | $312.0K | 0.03% | −200−4.0% | Reduced |
| IBM Retirement Fund | 4,809 | $313.0K | 0.04% | −3,348−41.0% | Reduced |
| Dividend Assets Capital, LLC | 4,817 | $313.0K | 0.06% | +148+3.2% | Added |
| Great Lakes Advisors, LLC | 4,821 | $314.0K | 0.00% | −46,560−90.6% | Reduced |
| Spire Wealth Management | 4,904 | $319.0K | 0.01% | +2,332+90.7% | Added |
| Empirical Finance, LLC | 4,924 | $320.0K | 0.04% | +1,336+37.2% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 4,932 | $321.0K | 0.35% | +4,932 | New |
| Krilogy Financial LLC | 5,000 | $325.0K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,071 | $330.0K | 0.03% | +939+22.7% | Added |
| Financial Counselors Inc | 5,093 | $331.0K | 0.01% | +1,730+51.4% | Added |
| Segall Bryant & Hamill, LLC | 5,176 | $337.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,302 | $344.0K | 0.01% | −6,536−55.2% | Reduced |
| Fort Washington Investment Advisors Inc | 5,300 | $345.0K | 0.00% | −4,000−43.0% | Reduced |
| Bailard, Inc. | 5,460 | $355.0K | 0.01% | +404+8.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $358.0K | 0.00% | +5,506 | New |
| DuPont Capital Management Corp | 5,539 | $360.0K | 0.01% | −458−7.6% | Reduced |
| Horizon Investments, LLC | 5,796 | $374.0K | 0.01% | +1,765+43.8% | Added |
| Davenport & Co LLC | 5,924 | $385.0K | 0.00% | −944−13.7% | Reduced |
| Banco Santander, S.A. | 5,948 | $387.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,954 | $387.0K | 0.02% | +338+6.0% | Added |
| Amica Retiree Medical Trust | 6,082 | $396.0K | 0.34% | −739−10.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,279 | $408.0K | 0.03% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 6,317 | $411.0K | 0.00% | −21,647−77.4% | Reduced |
| Sagefield Capital LP | 6,324 | $412.0K | 0.19% | +6,324 | New |
| Illinois Municipal Retirement Fund | 6,348 | $413.0K | 0.01% | −24,150−79.2% | Reduced |
| Blair William & Co | 6,393 | $416.0K | 0.00% | +2,058+47.5% | Added |
| Cigna Investments Inc | 6,504 | $423.0K | 0.03% | −2,250−25.7% | Reduced |
| Mirador Capital Partners LP | 6,601 | $429.0K | 0.09% | +200+3.1% | Added |
| IFP Advisors, Inc | 6,648 | $432.0K | 0.01% | −139−2.0% | Reduced |
| Conning Inc. | 6,848 | $445.0K | 0.01% | −326−4.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 6,843 | $445.0K | 0.33% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 6,911 | $450.0K | 0.10% | +5+0.1% | Added |
| Federated Hermes, Inc. | 6,948 | $452.0K | 0.00% | +474+7.3% | Added |
| Teza Capital Management LLC | 7,047 | $458.0K | 0.12% | −7,969−53.1% | Reduced |
| Rafferty Asset Management, LLC | 7,045 | $458.0K | 0.00% | −3,171−31.0% | Reduced |
| Sawtooth Solutions, LLC | 7,054 | $458.0K | 0.05% | +3,501+98.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,252 | $472.0K | 0.01% | +152+2.1% | Added |
| Whittier Trust Co | 7,291 | $474.0K | 0.01% | +211+3.0% | Added |
| Commerce Bank | 7,309 | $476.0K | 0.00% | +783+12.0% | Added |
| Banque Pictet & Cie SA | 7,315 | $476.0K | 0.00% | +7,315 | New |
| Point72 Hong Kong Ltd | 7,400 | $481.0K | 0.04% | +7,400 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,560 | $492.0K | 0.05% | −131−1.7% | Reduced |
| Kinneret Advisory, LLC | 7,582 | $493.0K | 0.05% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 7,686 | $500.0K | 0.02% | +114+1.5% | Added |
| Bessemer Group Inc | 7,737 | $503.0K | 0.00% | +284+3.8% | Added |
| MML Investors Services, LLC | 7,744 | $504.0K | 0.00% | +1,435+22.7% | Added |
| Boit C F David | 7,800 | $507.0K | 0.32% | 00.0% | Unchanged |
| National Asset Management, Inc. | 8,501 | $553.0K | 0.02% | +264+3.2% | Added |
| JustInvest LLC | 8,554 | $556.0K | 0.03% | +1,130+15.2% | Added |
| Occudo Quantitative Strategies LP | 8,555 | $557.0K | 0.05% | −12,237−58.9% | Reduced |
| Veritable, L.P. | 8,633 | $562.0K | 0.01% | +907+11.7% | Added |
| Echo Street Capital Management LLC | 8,673 | $564.0K | 0.00% | +8,673 | New |
| Dynamic Technology Lab Private Ltd | 8,685 | $565.0K | 0.06% | +8,685 | New |
| Thomas White International Ltd | 8,803 | $573.0K | 0.09% | −1,660−15.9% | Reduced |
| Acorn Wealth Advisors, LLC | 8,804 | $573.0K | 0.36% | +58+0.7% | Added |
| Hudson Valley Investment Advisors Inc | 8,926 | $581.0K | 0.09% | +1,861+26.3% | Added |
| Prospera Financial Services Inc | 8,983 | $585.0K | 0.03% | −738−7.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 9,437 | $614.0K | 0.10% | −308−3.2% | Reduced |
| Ergoteles LLC | 9,447 | $615.0K | 0.02% | +9,447 | New |
| Qube Research & Technologies Ltd | 9,506 | $618.0K | 0.00% | +9,506 | New |
| Kestra Advisory Services, LLC | 9,586 | $624.0K | 0.01% | −1,207−11.2% | Reduced |
| Fiduciary Trust Co | 9,657 | $628.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,710 | $631.0K | 0.02% | +273+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 10,293 | $670.0K | 0.00% | +401+4.1% | Added |
| CIBC World Markets Corp | 10,327 | $672.0K | 0.00% | −6,002−36.8% | Reduced |
| Vident Investment Advisory, LLC | 10,355 | $674.0K | 0.02% | −48−0.5% | Reduced |
| NFJ Investment Group, LLC | 10,393 | $676.0K | 0.01% | −1,340−11.4% | Reduced |
| Apollon Wealth Management, LLC | 10,455 | $680.0K | 0.05% | +431+4.3% | Added |
| Allianz Asset Management GmbH | 10,872 | $708.0K | 0.00% | −434−3.8% | Reduced |
| Colony Group LLC | 11,577 | $753.0K | 0.01% | +540+4.9% | Added |
| Foster & Motley Inc | 11,719 | $762.0K | 0.06% | −36−0.3% | Reduced |
| Advisors Asset Management, Inc. | 11,889 | $773.4K | 0.01% | −4,320−26.7% | Reduced |
| Nomura Holdings Inc | 11,936 | $777.0K | 0.00% | +1,343+12.7% | Added |
| Huntington National Bank | 12,327 | $802.0K | 0.01% | −3,046−19.8% | Reduced |
| Thrivent Financial for Lutherans | 12,341 | $803.0K | 0.00% | −186,632−93.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,351 | $803.0K | 0.05% | +370+3.1% | Added |
| Profund Advisors LLC | 12,470 | $811.0K | 0.03% | +212+1.7% | Added |
| Everence Capital Management Inc | 12,530 | $815.0K | 0.06% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 17,500 | $818.0K | 0.87% | 00.0% | Unchanged |
| Advisor Partners LLC | 12,796 | $833.0K | 0.05% | −685−5.1% | Reduced |
| Finer Wealth Management, Inc. | 12,870 | $837.0K | 0.69% | +12,870 | New |
| Aurora Investment Counsel | 12,949 | $842.0K | 0.50% | +1,972+18.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,034 | $848.0K | 0.02% | −1,337−9.3% | Reduced |
| Lazard Asset Management LLC | 13,150 | $855.0K | 0.00% | −3,633−21.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 13,304 | $865.0K | 0.29% | −20.0% | Reduced |
| Mirabella Financial Services LLP | 13,640 | $887.0K | 0.09% | +2,002+17.2% | Added |
| First Republic Investment Management, Inc. | 13,802 | $898.0K | 0.00% | +310+2.3% | Added |
| Creative Planning | 14,450 | $940.0K | 0.00% | −1,741−10.8% | Reduced |
| Brinker Capital Investments, LLC | 14,527 | $945.0K | 0.01% | −1,301−8.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,575 | $948.0K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 14,646 | $953.0K | 0.02% | +14,646 | New |
| Avantax Advisory Services, Inc. | 15,054 | $979.0K | 0.01% | +51+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,070 | $980.0K | 0.00% | −1,069−6.6% | Reduced |
| Pettee Investors, Inc. | 15,368 | $1.00M | 0.42% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 15,685 | $1.00M | 0.19% | +8,165+108.6% | Added |