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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 4,844 | $339.0K | 0.10% | +84+1.8% | Added |
| Great Lakes Advisors, LLC | 4,822 | $337.0K | 0.01% | +10.0% | Added |
| Capital Investment Advisors, LLC | 4,781 | $334.0K | 0.01% | +8+0.2% | Added |
| Cypress Capital Management LLC | 4,760 | $333.0K | 0.04% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $332.0K | 0.03% | −50−1.0% | Reduced |
| Pointe Capital Management LLC | 4,667 | $326.0K | 0.21% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,630 | $324.0K | 0.04% | −111−2.3% | Reduced |
| 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 |
| 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 |
| Occudo Quantitative Strategies LP | 4,519 | $316.0K | 0.03% | −4,036−47.2% | Reduced |
| Clearbridge Investments, LLC | 4,424 | $309.0K | 0.00% | +4,424 | New |
| Executive Wealth Management, LLC | 4,345 | $303.0K | 0.03% | +227+5.5% | Added |
| Symmetry Partners, LLC | 4,324 | $302.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Financial Counselors Inc | 4,255 | $298.0K | 0.01% | −838−16.5% | 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 |
| Freestone Capital Holdings, LLC | 4,129 | $289.0K | 0.01% | −252−5.8% | Reduced |
| Blueprint Investment Partners LLC | 4,112 | $288.0K | 0.07% | +304+8.0% | 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 |
| Stephens Consulting, LLC | 4,011 | $280.5K | 0.23% | +5+0.1% | Added |
| Endurance Wealth Management, Inc. | 4,000 | $280.0K | 0.04% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,880 | $271.0K | 0.03% | −9,760−71.6% | Reduced |
| Beacon Pointe Advisors, LLC | 3,866 | $270.0K | 0.00% | +714+22.7% | Added |
| 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 |
| Ameritas Investment Partners, Inc. | 3,798 | $266.0K | 0.01% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 3,765 | $263.0K | 0.02% | +289+8.3% | Added |
| Cetera Investment Advisers | 3,739 | $262.0K | 0.00% | +3,739 | New |
| Sawtooth Solutions, LLC | 3,702 | $259.0K | 0.03% | −3,352−47.5% | Reduced |
| Azimuth Capital Management LLC | 3,622 | $253.0K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 3,595 | $251.0K | 0.00% | −3,450−49.0% | Reduced |
| United Capital Financial Advisers, LLC | 3,512 | $246.0K | 0.00% | −145−4.0% | Reduced |
| Boothbay Fund Management, LLC | 3,515 | $246.0K | 0.01% | +3,515 | New |
| KCM Investment Advisors LLC | 3,499 | $245.0K | 0.01% | +3,499 | New |
| VeraBank, N.A. | 3,400 | $238.0K | 0.12% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 3,404 | $238.0K | 0.02% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 3,406 | $238.0K | 0.20% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,375 | $236.0K | 0.02% | +23+0.7% | Added |
| Spartan Planning & Wealth Management | 3,291 | $230.0K | 0.29% | +3,291 | New |
| 44 Wealth Management LLC | 3,255 | $228.0K | 0.08% | −152−4.5% | Reduced |
| Hightower 6M Holding, LLC | 3,229 | $226.0K | 0.02% | +3,229 | New |
| ASB Consultores, LLC | 3,221 | $225.0K | 0.09% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 3,164 | $221.0K | 0.02% | +3,164 | New |
| Kestra Private Wealth Services, LLC | 3,124 | $218.0K | 0.01% | +15+0.5% | Added |
| Signaturefd, LLC | 3,074 | $215.0K | 0.01% | +193+6.7% | Added |
| MKT Advisors LLC | 3,103 | $215.0K | 0.16% | +3,103 | New |
| Balentine LLC | 3,056 | $214.0K | 0.01% | +3,056 | New |
| FineMark National Bank & Trust | 3,050 | $213.0K | 0.01% | +3,050 | New |
| Stiles Financial Services Inc | 3,022 | $211.0K | 0.11% | +3,022 | New |
| Stratos Wealth Partners, LTD. | 2,996 | $210.0K | 0.00% | +2,996 | New |
| Essex Savings Bank | 3,002 | $210.0K | 0.07% | +3,002 | New |
| SkyOak Wealth, LLC | 3,000 | $210.0K | 0.06% | +3,000 | New |
| National Asset Management, Inc. | 2,982 | $209.0K | 0.01% | −5,519−64.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,972 | $208.0K | 0.02% | +2,972 | New |
| Siemens Fonds Invest GmbH | 2,974 | $208.0K | 0.02% | +2,974 | New |
| Bradley Foster & Sargent Inc | 2,959 | $207.0K | 0.00% | −1,500−33.6% | Reduced |
| Regal Investment Advisors LLC | 2,957 | $207.0K | 0.02% | +2,957 | New |
| CoreCap Advisors, LLC | 2,950 | $206.0K | 0.01% | −748−20.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,939 | $206.0K | 0.01% | +2,939 | New |
| Cresset Asset Management, LLC | 2,943 | $205.0K | 0.00% | −762−20.6% | Reduced |
| Belpointe Asset Management LLC | 2,924 | $205.0K | 0.01% | +351+13.6% | Added |
| Successful Portfolios LLC | 2,932 | $205.0K | 0.12% | +2,932 | New |
| Neo Ivy Capital Management | 2,920 | $204.0K | 0.18% | +2,920 | New |
| Ami Investment Management Inc | 2,900 | $203.0K | 0.09% | +2,900 | New |
| Oliver Lagore Vanvalin Investment Group | 2,850 | $199.0K | 0.13% | +2,850 | New |
| Quadrant Capital Group LLC | 2,771 | $194.0K | 0.02% | −80−2.8% | Reduced |
| US Asset Management LLC | 2,681 | $188.0K | 0.17% | +2,681 | New |
| American Portfolios Advisors | 2,650 | $185.3K | 0.01% | +73+2.8% | Added |
| Meeder Asset Management Inc | 2,641 | $185.0K | 0.01% | +2,641 | New |
| Crewe Advisors LLC | 2,410 | $168.0K | 0.03% | +2,005+495.1% | Added |
| Parallel Advisors, LLC | 2,300 | $161.0K | 0.01% | +361+18.6% | Added |
| Spire Wealth Management | 2,271 | $159.0K | 0.00% | −2,633−53.7% | Reduced |
| Gradient Investments LLC | 2,223 | $155.0K | 0.00% | −205,666−98.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,114 | $148.0K | 0.01% | +552+35.3% | Added |
| Sentry Investment Management LLC | 2,054 | $144.0K | 0.05% | −917−30.9% | Reduced |
| State of Wyoming | 1,997 | $140.0K | 0.07% | +195+10.8% | Added |
| TD Private Client Wealth LLC | 1,836 | $128.4K | 0.01% | +6+0.3% | Added |
| Massmutual Trust Co FSB | 1,799 | $126.0K | 0.00% | +28+1.6% | Added |
| Zions Bancorporation, N.A. | 1,745 | $122.0K | 0.01% | +1,498+606.5% | Added |
| First Financial Corp | 1,728 | $121.0K | 0.07% | −100−5.5% | Reduced |
| Blue Chip Partners, Inc. | 1,711 | $120.0K | 0.01% | +12+0.7% | Added |
| Acadian Asset Management LLC | 1,551 | $108.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $105.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,478 | $103.0K | 0.02% | +560+61.0% | Added |
| Money Concepts Capital Corp | 1,409 | $99.0K | 0.01% | +1,409 | New |
| Costello Asset Management, INC | 1,408 | $98.0K | 0.07% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,364 | $95.0K | 0.02% | +1,364 | New |
| NN Investment Partners Holdings N.V. | 1,300 | $91.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,294 | $91.0K | 0.02% | +345+36.4% | Added |
| Caldwell Trust Co | 1,287 | $90.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,260 | $88.1K | 0.03% | +18+1.4% | Added |
| Deseret Mutual Benefit Administrators | 1,210 | $85.0K | 0.02% | −240−16.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,174 | $82.0K | 0.02% | +904+334.8% | Added |
| Covestor Ltd | 1,157 | $81.0K | 0.06% | +320+38.2% | Added |