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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1,140 | $80.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,136 | $79.0K | 0.00% | +96+9.2% | Added |
| Montag A & Associates Inc | 1,100 | $77.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,088 | $76.0K | 0.03% | +1,088 | New |
| GPS Wealth Strategies Group, LLC | 1,064 | $74.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,029 | $72.0K | 0.01% | +1,029 | New |
| South State Corp. | 1,022 | $71.0K | 0.01% | +1,000+4,545.5% | Added |
| Cornerstone Management, Inc. | 1,008 | $70.5K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 998 | $69.8K | 0.05% | +998 | New |
| Sargent Bickham Lagudis LLC | 970 | $68.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 957 | $67.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 890 | $62.0K | 0.00% | +685+334.1% | Added |
| Altshuler Shaham Ltd | 876 | $61.0K | 0.00% | −137−13.5% | Reduced |
| Cranbrook Wealth Management, LLC | 873 | $61.0K | 0.01% | +873 | New |
| First Horizon Advisors, Inc. | 840 | $59.0K | 0.00% | −33−3.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 818 | $57.0K | 0.00% | +18+2.3% | Added |
| CVA Family Office, LLC | 815 | $57.0K | 0.01% | +105+14.8% | Added |
| Proequities, Inc. | 784 | $55.0K | 0.00% | −143−15.4% | Reduced |
| Salem Investment Counselors Inc | 755 | $53.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 738 | $52.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 746 | $52.0K | 0.01% | +9+1.2% | Added |
| Vigilant Capital Management, LLC | 660 | $46.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 645 | $45.0K | 0.00% | −492−43.3% | Reduced |
| Center for Financial Planning, Inc. | 644 | $45.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 647 | $45.0K | 0.00% | +151+30.4% | Added |
| Strategic Asset Management, LLC | 606 | $42.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 595 | $42.0K | 0.00% | +15+2.6% | Added |
| Global Financial Private Client, LLC | 557 | $39.6K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 555 | $39.0K | 0.00% | +555 | New |
| Johnson Financial Group, Inc. | 522 | $37.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 506 | $35.0K | 0.00% | −4,796−90.5% | Reduced |
| Private Capital Group, LLC | 484 | $34.0K | 0.01% | −2−0.4% | Reduced |
| West Paces Advisors Inc. | 469 | $32.8K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 402 | $29.0K | 0.00% | −26−6.1% | Reduced |
| Achmea Investment Management B.V. | 418 | $29.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $29.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $29.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 385 | $27.2K | 0.00% | −31−7.5% | Reduced |
| Parkside Financial Bank & Trust | 369 | $26.0K | 0.01% | −88−19.3% | Reduced |
| Quent Capital, LLC | 349 | $24.0K | 0.00% | −240−40.7% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Kenfarb & Co. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 202 | $14.0K | 0.01% | +39+23.9% | Added |
| Concord Wealth Partners | 184 | $13.0K | 0.00% | +10+5.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 156 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 138 | $10.0K | 0.01% | 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 |
| Glen Eagle Advisors, LLC | 116 | $8.11K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Gemmer Asset Management LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 49 | $3.43K | 0.00% | +15+44.1% | Added |
| Federation des caisses Desjardins du Quebec | 44 | $3.08K | 0.00% | 00.0% | Unchanged |
| 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 |