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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, 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.

Institutional holdersQ1 2022: 636 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 heldQ1 2022: $18.6B
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, Q1 2022

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2021.

Institutions holding CMS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Achmea Investment Management B.V.418$29.0K0.00%00.0%Unchanged
Front Row Advisors LLC420$29.0K0.01%00.0%Unchanged
CNB Bank413$29.0K0.02%00.0%Unchanged
West Paces Advisors Inc.469$32.8K0.01%00.0%Unchanged
Private Capital Group, LLC484$34.0K0.01%−2−0.4%Reduced
Simplex Trading, LLC506$35.0K0.00%−4,796−90.5%Reduced
Johnson Financial Group, Inc.522$37.0K0.00%00.0%Unchanged
AGF Investments LLC555$39.0K0.00%+555New
Global Financial Private Client, LLC557$39.6K0.02%00.0%Unchanged
Strategic Asset Management, LLC606$42.0K0.06%00.0%Unchanged
AdvisorNet Financial, Inc595$42.0K0.00%+15+2.6%Added
Cutler Group LP645$45.0K0.00%−492−43.3%Reduced
Center for Financial Planning, Inc.644$45.0K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.647$45.0K0.00%+151+30.4%Added
Vigilant Capital Management, LLC660$46.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC738$52.0K0.01%00.0%Unchanged
Lindbrook Capital, LLC746$52.0K0.01%+9+1.2%Added
Salem Investment Counselors Inc755$53.0K0.00%00.0%Unchanged
Proequities, Inc.784$55.0K0.00%−143−15.4%Reduced
Cullen/Frost Bankers, Inc.818$57.0K0.00%+18+2.3%Added
CVA Family Office, LLC815$57.0K0.01%+105+14.8%Added
First Horizon Advisors, Inc.840$59.0K0.00%−33−3.8%Reduced
Altshuler Shaham Ltd876$61.0K0.00%−137−13.5%Reduced
Cranbrook Wealth Management, LLC873$61.0K0.01%+873New
Cambridge Trust Co890$62.0K0.00%+685+334.1%Added
Clearstead Advisors, LLC957$67.0K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC970$68.0K0.01%00.0%Unchanged
American State Bank (Iowa)998$69.8K0.05%+998New
Cornerstone Management, Inc.1,008$70.5K0.02%00.0%Unchanged
South State Corp.1,022$71.0K0.01%+1,000+4,545.5%Added
Institutional & Family Asset Management, LLC1,029$72.0K0.01%+1,029New
GPS Wealth Strategies Group, LLC1,064$74.0K0.02%00.0%Unchanged
Beaird Harris Wealth Management, LLC1,088$76.0K0.03%+1,088New
Montag A & Associates Inc1,100$77.0K0.00%00.0%Unchanged
CWM, LLC1,136$79.0K0.00%+96+9.2%Added
Harbor Investment Advisory, LLC1,140$80.0K0.01%00.0%Unchanged
Covestor Ltd1,157$81.0K0.06%+320+38.2%Added
EverSource Wealth Advisors, LLC1,174$82.0K0.02%+904+334.8%Added
Deseret Mutual Benefit Administrators1,210$85.0K0.02%−240−16.6%Reduced
Sutton Wealth Advisors Inc.1,260$88.1K0.03%+18+1.4%Added
Caldwell Trust Co1,287$90.0K0.01%00.0%Unchanged
NN Investment Partners Holdings N.V.1,300$91.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC1,294$91.0K0.02%+345+36.4%Added
Beacon Capital Management, LLC1,364$95.0K0.02%+1,364New
Costello Asset Management, INC1,408$98.0K0.07%00.0%Unchanged
Money Concepts Capital Corp1,409$99.0K0.01%+1,409New
RWM Asset Management, LLC1,478$103.0K0.02%+560+61.0%Added
Oakworth Capital, Inc.1,495$105.0K0.01%00.0%Unchanged
Acadian Asset Management LLC1,551$108.0K0.00%00.0%Unchanged
Blue Chip Partners, Inc.1,711$120.0K0.01%+12+0.7%Added
First Financial Corp1,728$121.0K0.07%−100−5.5%Reduced
Zions Bancorporation, N.A.1,745$122.0K0.01%+1,498+606.5%Added
Massmutual Trust Co FSB1,799$126.0K0.00%+28+1.6%Added
TD Private Client Wealth LLC1,836$128.4K0.01%+6+0.3%Added
State of Wyoming1,997$140.0K0.07%+195+10.8%Added
Sentry Investment Management LLC2,054$144.0K0.05%−917−30.9%Reduced
Whittier Trust Co of Nevada Inc2,114$148.0K0.01%+552+35.3%Added
Gradient Investments LLC2,223$155.0K0.00%−205,666−98.9%Reduced
Spire Wealth Management2,271$159.0K0.00%−2,633−53.7%Reduced
Parallel Advisors, LLC2,300$161.0K0.01%+361+18.6%Added
Crewe Advisors LLC2,410$168.0K0.03%+2,005+495.1%Added
Meeder Asset Management Inc2,641$185.0K0.01%+2,641New
American Portfolios Advisors2,650$185.3K0.01%+73+2.8%Added
US Asset Management LLC2,681$188.0K0.17%+2,681New
Quadrant Capital Group LLC2,771$194.0K0.02%−80−2.8%Reduced
Oliver Lagore Vanvalin Investment Group2,850$199.0K0.13%+2,850New
Ami Investment Management Inc2,900$203.0K0.09%+2,900New
Neo Ivy Capital Management2,920$204.0K0.18%+2,920New
Cresset Asset Management, LLC2,943$205.0K0.00%−762−20.6%Reduced
Belpointe Asset Management LLC2,924$205.0K0.01%+351+13.6%Added
Successful Portfolios LLC2,932$205.0K0.12%+2,932New
CoreCap Advisors, LLC2,950$206.0K0.01%−748−20.2%Reduced
Ferguson Wellman Capital Management, Inc2,939$206.0K0.01%+2,939New
Bradley Foster & Sargent Inc2,959$207.0K0.00%−1,500−33.6%Reduced
Regal Investment Advisors LLC2,957$207.0K0.02%+2,957New
Tokio Marine Asset Management Co Ltd2,972$208.0K0.02%+2,972New
Siemens Fonds Invest GmbH2,974$208.0K0.02%+2,974New
National Asset Management, Inc.2,982$209.0K0.01%−5,519−64.9%Reduced
Stratos Wealth Partners, LTD.2,996$210.0K0.00%+2,996New
Essex Savings Bank3,002$210.0K0.07%+3,002New
SkyOak Wealth, LLC3,000$210.0K0.06%+3,000New
Stiles Financial Services Inc3,022$211.0K0.11%+3,022New
FineMark National Bank & Trust3,050$213.0K0.01%+3,050New
Balentine LLC3,056$214.0K0.01%+3,056New
Signaturefd, LLC3,074$215.0K0.01%+193+6.7%Added
MKT Advisors LLC3,103$215.0K0.16%+3,103New
Kestra Private Wealth Services, LLC3,124$218.0K0.01%+15+0.5%Added
Hilton Capital Management, LLC3,164$221.0K0.02%+3,164New
ASB Consultores, LLC3,221$225.0K0.09%00.0%Unchanged
Hightower 6M Holding, LLC3,229$226.0K0.02%+3,229New
44 Wealth Management LLC3,255$228.0K0.08%−152−4.5%Reduced
Spartan Planning & Wealth Management3,291$230.0K0.29%+3,291New
Venture Visionary Partners LLC3,375$236.0K0.02%+23+0.7%Added
VeraBank, N.A.3,400$238.0K0.12%00.0%Unchanged
Full Sail Capital, LLC3,404$238.0K0.02%00.0%Unchanged
Henrickson Nauta Wealth Advisors, Inc.3,406$238.0K0.20%00.0%Unchanged
KCM Investment Advisors LLC3,499$245.0K0.01%+3,499New
United Capital Financial Advisers, LLC3,512$246.0K0.00%−145−4.0%Reduced
Boothbay Fund Management, LLC3,515$246.0K0.01%+3,515New
Rafferty Asset Management, LLC3,595$251.0K0.00%−3,450−49.0%Reduced