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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 4,056 | $264.0K | 0.01% | −31−0.8% | Reduced |
| Central Trust Co | 4,043 | $263.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,006 | $260.6K | 0.22% | +4,006 | New |
| Endurance Wealth Management, Inc. | 4,000 | $260.0K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,975 | $259.0K | 0.20% | +3,975 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 3,924 | $255.0K | 0.00% | −37,304−90.5% | Reduced |
| Blueprint Investment Partners LLC | 3,808 | $247.7K | 0.06% | +1,876+97.1% | Added |
| Ameritas Investment Partners, Inc. | 3,798 | $247.0K | 0.01% | −368−8.8% | Reduced |
| CoreCap Advisors, LLC | 3,698 | $241.0K | 0.02% | +3,698 | New |
| Cresset Asset Management, LLC | 3,705 | $240.0K | 0.00% | −1,815−32.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,657 | $238.0K | 0.00% | −436−10.7% | 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 |
| Vestcor Inc | 3,575 | $233.0K | 0.01% | −706−16.5% | Reduced |
| 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 |
| MQS Management LLC | 3,438 | $224.0K | 0.36% | +3,438 | New |
| 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 |
| VeraBank, N.A. | 3,400 | $221.0K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,352 | $218.0K | 0.01% | +10.0% | Added |
| Stephens Inc | 3,309 | $215.0K | 0.00% | −671−16.9% | Reduced |
| 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 |
| ASB Consultores, LLC | 3,221 | $210.0K | 0.10% | +3,221 | New |
| DF Dent & Co Inc | 3,220 | $209.0K | 0.00% | +3,220 | New |
| Beacon Pointe Advisors, LLC | 3,152 | $205.0K | 0.01% | −2,296−42.1% | Reduced |
| Coldstream Capital Management Inc | 3,129 | $204.0K | 0.01% | +3,129 | New |
| Kestra Private Wealth Services, LLC | 3,109 | $202.0K | 0.01% | +3,109 | New |
| Sentry Investment Management LLC | 2,971 | $193.0K | 0.05% | +543+22.4% | Added |
| Assetmark, Inc | 2,941 | $191.0K | 0.00% | +2,375+419.6% | Added |
| Signaturefd, LLC | 2,881 | $187.0K | 0.01% | +70+2.5% | Added |
| Quadrant Capital Group LLC | 2,851 | $185.0K | 0.02% | −348−10.9% | Reduced |
| American Portfolios Advisors | 2,577 | $167.6K | 0.01% | +173+7.2% | Added |
| Belpointe Asset Management LLC | 2,573 | $167.0K | 0.01% | +606+30.8% | Added |
| Parallel Advisors, LLC | 1,939 | $126.0K | 0.00% | +921+90.5% | Added |
| TD Private Client Wealth LLC | 1,830 | $119.0K | 0.00% | +27+1.5% | Added |
| First Financial Corp | 1,828 | $119.0K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 1,802 | $117.0K | 0.05% | +1,802 | New |
| Massmutual Trust Co FSB | 1,771 | $115.0K | 0.00% | −245−12.2% | Reduced |
| Blue Chip Partners, Inc. | 1,699 | $111.0K | 0.01% | −155−8.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,562 | $102.0K | 0.00% | +247+18.8% | Added |
| Acadian Asset Management LLC | 1,551 | $100.0K | 0.00% | −13,715−89.8% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $97.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,450 | $94.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $92.0K | 0.06% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 1,300 | $85.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,287 | $83.7K | 0.01% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 1,279 | $83.0K | 0.01% | +1,279 | New |
| Sutton Wealth Advisors Inc. | 1,242 | $80.8K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,140 | $74.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,137 | $73.0K | 0.01% | +1,137 | New |
| Montag A & Associates Inc | 1,100 | $72.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,064 | $69.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,040 | $68.0K | 0.00% | +1,040 | New |
| Altshuler Shaham Ltd | 1,013 | $66.0K | 0.00% | −8,954−89.8% | Reduced |
| Cornerstone Management, Inc. | 1,008 | $65.6K | 0.02% | +1,008 | New |
| Widmann Financial Services, Inc. | 1,000 | $65.0K | 0.05% | +1,000 | New |
| Tobam | 975 | $63.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 970 | $63.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 927 | $60.0K | 0.00% | −338−26.7% | Reduced |
| RWM Asset Management, LLC | 918 | $60.0K | 0.01% | +89+10.7% | Added |
| 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 |
| Covestor Ltd | 837 | $54.0K | 0.08% | +837 | New |
| Cullen/Frost Bankers, Inc. | 800 | $52.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 763 | $50.0K | 0.00% | +666+686.6% | Added |
| Salem Investment Counselors Inc | 755 | $49.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| CVA Family Office, LLC | 710 | $46.0K | 0.01% | −5−0.7% | Reduced |
| Vigilant Capital Management, LLC | 660 | $43.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 644 | $42.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 606 | $39.0K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $39.0K | 0.08% | +600 | New |
| AdvisorNet Financial, Inc | 580 | $38.0K | 0.00% | +20+3.6% | Added |
| Quent Capital, LLC | 589 | $38.0K | 0.01% | +589 | New |
| Global Financial Private Client, LLC | 557 | $36.2K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 522 | $34.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| West Paces Advisors Inc. | 469 | $30.5K | 0.01% | −110−19.0% | Reduced |
| Parkside Financial Bank & Trust | 457 | $30.0K | 0.01% | +20+4.6% | Added |
| Loomis Sayles & Co L P | 437 | $28.0K | 0.00% | −55−11.2% | Reduced |
| Lenox Wealth Advisors, LLC | 428 | $28.0K | 0.00% | +26+6.5% | Added |
| Achmea Investment Management B.V. | 418 | $27.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $27.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $27.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 416 | $26.9K | 0.00% | +416 | New |
| Mark Sheptoff Financial Planning, LLC | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 405 | $26.0K | 0.01% | +405 | New |
| Earnest Partners LLC | 333 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $22.0K | 0.02% | +335 | New |
| Marquette Asset Management, LLC | 322 | $21.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 293 | $19.0K | 0.00% | 00.0% | Unchanged |