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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

Q2 2022 vs. Q1 2022

How the institutions holding CMS Energy Corp changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of CMS: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders63614628+6
Shares266.2M1.70M268.3M+3.83M (+1.4%)
Value$18.6B$119.2M$18.1B−$352.9M (−1.9%)

14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held CMS Energy Corp at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to CMS in Q2 2022
InstitutionSharesValue% of portfolio
Adage Capital Partners GP, L.L.C.302,161$20.4M0.05%
Putnam Investments LLC300,408$20.3M0.04%
Pendal Group Limited288,285$19.5M0.19%
Eventide Asset Management, LLC286,800$19.4M0.41%
Intech Investment Management LLC207,872$14.0M0.08%
Adams Diversified Equity Fund, Inc.203,300$13.7M0.65%
Andra AP-fonden175,700$11.9M0.34%
Premier Fund Managers Ltd164,300$10.9M0.49%
First American Trust, FSB142,709$9.63M1.52%
Summit Global Investments69,253$4.67M0.41%
Cipher Capital LP65,196$4.40M0.99%
Jupiter Asset Management Ltd45,578$3.08M0.04%
New York Life Investment Management LLC40,884$2.76M0.03%
Advisors Preferred, LLC38,936$2.63M0.68%
Kempen Capital Management N.V.26,438$1.78M0.06%
First Citizens Bank & Trust Co25,926$1.75M0.06%
Steel Peak Wealth Management LLC23,719$1.60M0.12%
Zhang Financial LLC22,024$1.49M0.24%
Telemus Capital, LLC21,619$1.46M0.14%
Ossiam20,258$1.37M0.04%
Ergoteles LLC14,967$1.01M0.03%
Advisors Asset Management, Inc.11,504$777.0K0.01%
Cerity Partners LLC11,476$775.0K0.01%
United Services Automobile Association10,609$716.0K0.02%
Bridgefront Capital, LLC6,860$463.0K0.51%
Two Sigma Securities, LLC6,778$458.0K0.08%
Contravisory Investment Management, Inc.5,792$391.0K0.13%
Prelude Capital Management, LLC5,751$388.0K0.02%
Centennial Wealth Advisory LLC5,148$347.0K0.19%
Pathstone Family Office, LLC5,055$341.0K0.01%
Equitable Trust Co5,000$338.0K0.03%
HighPoint Advisor Group LLC4,842$326.0K0.04%
Healthcare of Ontario Pension Plan Trust Fund4,197$283.0K0.00%
AIA Group Ltd4,064$274.0K0.01%
First National Bank of Mount Dora, Trust Investment Services4,028$272.0K0.09%
Azimuth Capital Investment Management LLC3,622$244.0K0.01%
Connor, Clark & Lunn Investment Management Ltd.3,597$243.0K0.00%
OneAscent Wealth Management LLC3,503$236.0K0.12%
Stanley-Laman Group, Ltd.3,408$230.0K0.04%
Checchi Capital Advisers, LLC3,269$225.0K0.02%
Gateway Investment Advisers LLC3,270$221.0K0.00%
Coldstream Capital Management Inc3,256$220.0K0.01%
Stock Yards Bank & Trust Co3,209$217.0K0.01%
Nwam LLC3,204$212.0K0.02%
OneAscent Financial Services LLC3,049$206.0K0.09%
Barings LLC3,031$205.0K0.01%
Values First Advisors, Inc.3,010$203.0K0.14%
Jmac Enterprises LLC2,992$202.0K0.05%
Ronald Blue Trust, Inc.2,863$200.0K0.00%
Alan B. Lancz & Associates, Inc.2,336$161.0K0.16%
Aquatic Capital Management LLC2,300$155.0K0.05%
Private Trust Co NA1,864$126.0K0.02%
SeaCrest Wealth Management, LLC1,037$70.0K0.01%
Harbour Investments, Inc.1,028$69.0K0.00%
CX Institutional952$64.0K0.00%
Hallmark Capital Management Inc500$34.0K0.00%
Chiron Investment Management, LLC301$20.0K0.00%
Group One Trading, L.P.169$11.0K0.00%
Bell Investment Advisors, Inc75$5.00K0.00%
Eagle Bay Advisors LLC59$3.95K0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP36$2.00K0.00%
Enterprise Trust & Investment Co29$2.00K0.00%
TCTC Holdings, LLC21$1.00K0.00%
Cribstone Capital Management, LLC14$1.00K0.00%
Carmichael Hill & Associates, Inc.21$1.00K0.00%
Larson Financial Group LLC14$1.00K0.00%
Hexagon Capital Partners LLC19$1.00K0.00%
WestEnd Advisors, LLC3$2020.00%
ACG Wealth1$00.00%
Steward Financial Group LLC13$00.00%
Transamerica Financial Advisors, Inc.1––

Sold out (65)

Institutions that held CMS Energy Corp at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of CMS in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Brookfield Asset Management Inc.730,907$51.1M
Millennium Management LLC252,246$17.6M
Beck Bode, LLC183,978$12.9M
AMP Capital Investors Ltd56,309$3.93M
Mackay Shields LLC41,633$2.91M
Quantbot Technologies LP38,148$2.67M
Dynamic Technology Lab Private Ltd36,605$2.56M
Waratah Capital Advisors Ltd.30,398$2.13M
Sciencast Management LP28,519$2.06M
Stevens Capital Management LP20,896$1.46M
FORA Capital, LLC17,113$1.20M
Banco Santander, S.A.14,263$998.0K
Graham Capital Management, L.P.10,154$710.0K
Gsa Capital Partners LLP10,050$703.0K
Jackson Creek Investment Advisors LLC9,796$685.0K
NFJ Investment Group, LLC8,268$578.0K
Oak Thistle LLC8,179$572.0K
San Luis Wealth Advisors LLC8,007$521.0K
Aaron Wealth Advisors34,410$492.0K
Virtu Financial LLC6,247$437.0K
Arden Trust Co6,230$436.0K
Duality Advisers, LP6,213$435.0K
Fox Run Management, L.L.C.6,000$420.0K
Laurion Capital Management LP5,800$406.0K
Edgestream Partners, L.P.5,718$400.0K
Quadrature Capital Ltd5,322$372.0K
Wolverine Trading, LLC5,269$369.0K
Y-Intercept (Hong Kong) Ltd5,279$369.0K
Davenport & Co LLC5,085$356.0K
IBM Retirement Fund4,624$323.0K
Occudo Quantitative Strategies LP4,519$316.0K
Clearbridge Investments, LLC4,424$309.0K
Blueprint Investment Partners LLC4,112$288.0K
Strategy Asset Managers LLC4,087$286.0K
Mirabella Financial Services LLP3,880$271.0K
Boothbay Fund Management, LLC3,515$246.0K
Spartan Planning & Wealth Management3,291$230.0K
44 Wealth Management LLC3,255$228.0K
ASB Consultores, LLC3,221$225.0K
Bradley Foster & Sargent Inc2,959$207.0K
Ferguson Wellman Capital Management, Inc2,939$206.0K
Successful Portfolios LLC2,932$205.0K
Cresset Asset Management, LLC2,943$205.0K
Neo Ivy Capital Management2,920$204.0K
Ami Investment Management Inc2,900$203.0K
Cutler Group LP645$45.0K
AGF Investments LLC555$39.0K
Simplex Trading, LLC506$35.0K
Marquette Asset Management, LLC322$23.0K
Lloyd Advisory Services, LLC.300$21.0K
Tradewinds Capital Management, LLC247$17.0K
Freedman Financial Associates, Inc.122$9.00K
Tarbox Family Office, Inc.103$7.00K
Sandy Spring Bank65$5.00K
Gemmer Asset Management LLC68$4.00K
Koshinski Asset Management, Inc.49$3.43K
Hanson & Doremus Investment Management40$3.00K
SOA Wealth Advisors, LLC.51$3.00K
Providence Capital Advisors, LLC29$2.00K
Cordant, Inc.29$2.00K
Northwest Investment Counselors, LLC16$1.00K
Sofos Investments, Inc.17$1.00K
TCWP LLC19$1.00K
PSI Advisors, LLC1$0
GoalVest Advisory LLC1$0

Not filed for Q2 2022 yet (14)

Institutions that held CMS Energy Corp at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC1,350,384$94.4M
Susquehanna Fundamental Investments, LLC182,709$12.8M
Amalgamated Financial Corp.72,626$5.08M
People's United Financial, Inc.30,884$2.16M
Teachers Retirement System of the State of Kentucky20,519$1.44M
American National Insurance Co15,100$1.06M
American National Registered Investment Advisor, Inc.13,060$913.0K
Boit C F David7,800$546.0K
Astrantus Ltd6,000$420.0K
Azimuth Capital Management LLC3,622$253.0K
NN Investment Partners Holdings N.V.1,300$91.0K
Lenox Wealth Advisors, LLC402$29.0K
IndexIQ Advisors LLC92$6.00K
SJS Investment Consulting Inc.3$0