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, Q1 2022
Institutional positions in CMS Energy Corp as of Mar 31, 2022. 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
- 636
- +60 vs. Q4 2021
- Shares held
- 266.2M
- +1.81M (+0.7%) vs. Q4 2021
- Total value
- $18.6B
- +$1.39B (+8.1%) vs. Q4 2021
- New holders
- 103
- 238 more added
- Sold out
- 43
- 181 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 3 | $0 | 0.00% | −760−99.6% | Reduced |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6 | $0 | 0.00% | +6 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Brown Brothers Harriman & Co | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $1.00K | 0.00% | +5+38.5% | Added |
| Karlinski Andrew C | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| MCF Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| Sofos Investments, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Disciplined Investments, LLC | 16 | $1.00K | 0.00% | +16 | New |
| TCWP LLC | 19 | $1.00K | 0.00% | +19 | New |
| Worth Asset Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Stonebridge Capital Advisors LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 28 | $2.00K | 0.00% | +28 | New |
| Alaska Permanent Fund Corp | 26 | $2.00K | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 25 | $2.00K | 0.00% | +25 | New |
| Providence Capital Advisors, LLC | 29 | $2.00K | 0.00% | +29 | New |
| IAG Wealth Partners, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Cordant, Inc. | 29 | $2.00K | 0.00% | +29 | New |
| Anchor Investment Management, LLC | 32 | $2.24K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 34 | $2.38K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $2.45K | 0.00% | +35 | New |
| Hanson & Doremus Investment Management | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 45 | $3.00K | 0.00% | +45 | New |
| Federation des caisses Desjardins du Quebec | 44 | $3.08K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 49 | $3.43K | 0.00% | +15+44.1% | Added |
| Gemmer Asset Management LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 77 | $5.00K | 0.00% | +77 | New |
| IndexIQ Advisors LLC | 92 | $6.00K | 0.00% | −47,636−99.8% | Reduced |
| Prestige Wealth Management Group LLC | 84 | $6.00K | 0.00% | −50−37.3% | Reduced |
| Geneos Wealth Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 82 | $6.00K | 0.00% | −6−6.8% | Reduced |
| Country Trust Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 99 | $7.00K | 0.00% | +6+6.5% | Added |
| Washington Trust Advisors, Inc. | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 102 | $7.00K | 0.00% | +102 | New |
| Arrow Financial Corp | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 111 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 119 | $8.00K | 0.00% | +119 | New |
| Glen Eagle Advisors, LLC | 116 | $8.11K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 122 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 129 | $9.00K | 0.00% | +104+416.0% | Added |
| Sound Income Strategies, LLC | 135 | $9.00K | 0.00% | +117+650.0% | Added |
| Umb Bank N A | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 138 | $10.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 156 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 184 | $13.0K | 0.00% | +10+5.7% | Added |
| Kenfarb & Co. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 202 | $14.0K | 0.01% | +39+23.9% | Added |
| Versant Capital Management, Inc | 211 | $15.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 215 | $15.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 218 | $15.0K | 0.01% | +218 | New |
| TCI Wealth Advisors, Inc. | 241 | $17.0K | 0.00% | −2−0.8% | Reduced |
| Tradewinds Capital Management, LLC | 247 | $17.0K | 0.00% | +2+0.8% | Added |
| Addison Advisors LLC | 248 | $17.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 257 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 253 | $18.0K | 0.00% | +4+1.6% | Added |
| Loomis Sayles & Co L P | 285 | $20.0K | 0.00% | −152−34.8% | Reduced |
| Toth Financial Advisory Corp | 293 | $20.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 300 | $21.0K | 0.01% | +29+10.7% | Added |
| FinTrust Capital Advisors, LLC | 304 | $21.0K | 0.00% | +304 | New |
| Earnest Partners LLC | 333 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $23.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 322 | $23.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 349 | $24.0K | 0.00% | −240−40.7% | Reduced |
| Parkside Financial Bank & Trust | 369 | $26.0K | 0.01% | −88−19.3% | Reduced |
| TD Waterhouse Canada Inc. | 385 | $27.2K | 0.00% | −31−7.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 402 | $29.0K | 0.00% | −26−6.1% | Reduced |