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 |
|---|---|---|---|---|---|
| Azimuth Capital Management LLC | 3,622 | $253.0K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,702 | $259.0K | 0.03% | −3,352−47.5% | Reduced |
| Cetera Investment Advisers | 3,739 | $262.0K | 0.00% | +3,739 | New |
| Corient Capital Partners, LLC | 3,765 | $263.0K | 0.02% | +289+8.3% | Added |
| Ameritas Investment Partners, Inc. | 3,798 | $266.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,843 | $269.0K | 0.01% | −200−4.9% | Reduced |
| Toroso Investments, LLC | 3,840 | $269.0K | 0.01% | +372+10.7% | Added |
| Beacon Pointe Advisors, LLC | 3,866 | $270.0K | 0.00% | +714+22.7% | Added |
| Mirabella Financial Services LLP | 3,880 | $271.0K | 0.03% | −9,760−71.6% | Reduced |
| Endurance Wealth Management, Inc. | 4,000 | $280.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,011 | $280.5K | 0.23% | +5+0.1% | Added |
| Wetherby Asset Management Inc | 4,095 | $286.0K | 0.02% | +39+1.0% | Added |
| Strategy Asset Managers LLC | 4,087 | $286.0K | 0.06% | +4,087 | New |
| Blueprint Investment Partners LLC | 4,112 | $288.0K | 0.07% | +304+8.0% | Added |
| Freestone Capital Holdings, LLC | 4,129 | $289.0K | 0.01% | −252−5.8% | Reduced |
| Clarius Group, LLC | 4,485 | $292.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 4,181 | $292.0K | 0.03% | −72−1.7% | Reduced |
| Cetera Advisor Networks LLC | 4,179 | $292.0K | 0.00% | +555+15.3% | Added |
| Financial Counselors Inc | 4,255 | $298.0K | 0.01% | −838−16.5% | Reduced |
| Desjardins Global Asset Management Inc. | 4,288 | $299.0K | 0.03% | −198−4.4% | Reduced |
| Jump Financial, LLC | 4,275 | $299.0K | 0.01% | +4,275 | New |
| Symmetry Partners, LLC | 4,324 | $302.0K | 0.02% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 4,345 | $303.0K | 0.03% | +227+5.5% | Added |
| Clearbridge Investments, LLC | 4,424 | $309.0K | 0.00% | +4,424 | New |
| Occudo Quantitative Strategies LP | 4,519 | $316.0K | 0.03% | −4,036−47.2% | Reduced |
| Vestcor Inc | 4,583 | $321.0K | 0.01% | +1,008+28.2% | Added |
| Metis Global Partners, LLC | 4,588 | $321.0K | 0.04% | +4,588 | New |
| IBM Retirement Fund | 4,624 | $323.0K | 0.05% | −185−3.8% | Reduced |
| First Heartland Consultants, Inc. | 4,625 | $323.0K | 0.05% | +4,625 | New |
| FourThought Financial, LLC | 4,630 | $324.0K | 0.04% | −111−2.3% | Reduced |
| Pointe Capital Management LLC | 4,667 | $326.0K | 0.21% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $332.0K | 0.03% | −50−1.0% | Reduced |
| Cypress Capital Management LLC | 4,760 | $333.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,781 | $334.0K | 0.01% | +8+0.2% | Added |
| Great Lakes Advisors, LLC | 4,822 | $337.0K | 0.01% | +10.0% | Added |
| West Family Investments, Inc. | 4,844 | $339.0K | 0.10% | +84+1.8% | Added |
| Cigna Investments Inc | 5,001 | $351.0K | 0.04% | −1,503−23.1% | Reduced |
| Krilogy Financial LLC | 5,030 | $352.0K | 0.04% | +30+0.6% | Added |
| Davenport & Co LLC | 5,085 | $356.0K | 0.00% | −839−14.2% | Reduced |
| Dividend Assets Capital, LLC | 5,092 | $356.0K | 0.07% | +275+5.7% | Added |
| Segall Bryant & Hamill, LLC | 5,176 | $362.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,190 | $363.0K | 0.03% | +119+2.3% | Added |
| Alps Advisors Inc | 5,190 | $363.0K | 0.00% | +5,190 | New |
| Wolverine Trading, LLC | 5,269 | $369.0K | 0.01% | +1,008+23.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,279 | $369.0K | 0.08% | +5,279 | New |
| Quadrature Capital Ltd | 5,322 | $372.0K | 0.01% | +5,322 | New |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $385.0K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,546 | $388.0K | 0.04% | +622+12.6% | Added |
| Edgestream Partners, L.P. | 5,718 | $400.0K | 0.03% | +5,718 | New |
| Toews Corp | 5,800 | $406.0K | 0.07% | +5,800 | New |
| Laurion Capital Management LP | 5,800 | $406.0K | 0.01% | +5,800 | New |
| Krane Funds Advisors LLC | 5,927 | $415.0K | 0.02% | +5,927 | New |
| Stephens Inc | 5,975 | $418.0K | 0.01% | +2,666+80.6% | Added |
| Fox Run Management, L.L.C. | 6,000 | $420.0K | 0.23% | +1,671+38.6% | Added |
| Astrantus Ltd | 6,000 | $420.0K | 0.71% | +6,000 | New |
| Amica Retiree Medical Trust | 6,082 | $425.0K | 0.40% | 00.0% | Unchanged |
| Commerce Bank | 6,131 | $429.0K | 0.00% | −1,178−16.1% | Reduced |
| Kestra Advisory Services, LLC | 6,155 | $430.0K | 0.00% | −3,431−35.8% | Reduced |
| Wedbush Securities Inc | 6,177 | $432.0K | 0.02% | +6,177 | New |
| Duality Advisers, LP | 6,213 | $435.0K | 0.05% | −26,137−80.8% | Reduced |
| Arden Trust Co | 6,230 | $436.0K | 0.09% | +6,230 | New |
| Virtu Financial LLC | 6,247 | $437.0K | 0.03% | +6,247 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,279 | $439.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,337 | $443.0K | 0.00% | −24,643−79.5% | Reduced |
| Illinois Municipal Retirement Fund | 6,348 | $444.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 6,443 | $451.0K | 0.34% | −400−5.8% | Reduced |
| PDS Planning, Inc | 6,460 | $452.0K | 0.08% | +6,460 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,368 | $453.0K | 0.01% | −884−12.2% | Reduced |
| Blair William & Co | 6,561 | $459.0K | 0.00% | +168+2.6% | Added |
| Horizon Investments, LLC | 6,837 | $475.0K | 0.01% | +1,041+18.0% | Added |
| Sanford Advisory Services, LLC | 6,917 | $484.0K | 0.13% | +6+0.1% | Added |
| Natixis Investment Managers International | 6,950 | $486.0K | 0.01% | +6,950 | New |
| Hudson Valley Investment Advisors Inc | 7,013 | $490.0K | 0.07% | −1,913−21.4% | Reduced |
| XTX Topco Ltd | 7,016 | $491.0K | 0.22% | +7,016 | New |
| Aaron Wealth Advisors | 34,410 | $492.0K | 0.01% | +34,410 | New |
| Jacobs Levy Equity Management, Inc | 7,314 | $512.0K | 0.00% | +7,314 | New |
| Whittier Trust Co | 7,381 | $517.0K | 0.01% | +90+1.2% | Added |
| San Luis Wealth Advisors LLC | 8,007 | $521.0K | 0.25% | +8,007 | New |
| Conning Inc. | 7,686 | $538.0K | 0.01% | +838+12.2% | Added |
| Kinneret Advisory, LLC | 7,756 | $542.0K | 0.06% | +174+2.3% | Added |
| Boit C F David | 7,800 | $546.0K | 0.36% | 00.0% | Unchanged |
| SEI Investments Co | 7,815 | $548.0K | 0.00% | −93,414−92.3% | Reduced |
| Blueshift Asset Management, LLC | 8,013 | $560.0K | 0.05% | −146,394−94.8% | Reduced |
| Bessemer Group Inc | 8,034 | $561.0K | 0.00% | +297+3.8% | Added |
| Oak Thistle LLC | 8,179 | $572.0K | 0.30% | +4,204+105.8% | Added |
| Bailard, Inc. | 8,190 | $573.0K | 0.02% | +2,730+50.0% | Added |
| MML Investors Services, LLC | 8,245 | $577.0K | 0.00% | +501+6.5% | Added |
| NFJ Investment Group, LLC | 8,268 | $578.0K | 0.01% | −2,125−20.4% | Reduced |
| Point72 Hong Kong Ltd | 8,301 | $581.0K | 0.05% | +901+12.2% | Added |
| Verition Fund Management LLC | 8,325 | $582.0K | 0.01% | +8,325 | New |
| Veritable, L.P. | 8,554 | $598.0K | 0.01% | −79−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,553 | $598.0K | 0.05% | +993+13.1% | Added |
| Raymond James Trust N.A. | 8,667 | $607.0K | 0.02% | −1,043−10.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 8,721 | $610.0K | 0.06% | −14,761−62.9% | Reduced |
| Glenmede Trust Co NA | 8,808 | $615.0K | 0.00% | −7,718−46.7% | Reduced |
| Thomas White International Ltd | 8,803 | $616.0K | 0.10% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 8,862 | $620.0K | 0.43% | +58+0.7% | Added |
| Mirador Capital Partners LP | 8,914 | $623.0K | 0.13% | +2,313+35.0% | Added |
| Qtron Investments LLC | 9,071 | $634.0K | 0.14% | +9,071 | New |
| Exchange Traded Concepts, LLC | 9,099 | $636.0K | 0.01% | +9,099 | New |