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, Q2 2022
Institutional positions in CMS Energy Corp as of Jun 30, 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
- 628
- +6 vs. Q1 2022
- Shares held
- 268.3M
- +3.83M (+1.4%) vs. Q1 2022
- Total value
- $18.1B
- −$352.9M (−1.9%) vs. Q1 2022
- New holders
- 71
- 240 more added
- Sold out
- 65
- 199 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −21−84.0% | Reduced |
| Capstone Investment Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| WestEnd Advisors, LLC | 3 | $202 | 0.00% | +3 | New |
| South State Corp. | 22 | $1.00K | 0.00% | −1,000−97.8% | Reduced |
| Baystate Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $1.00K | 0.00% | +3+18.8% | Added |
| Karlinski Andrew C | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Cribstone Capital Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Carmichael Hill & Associates, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Larson Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| Hexagon Capital Partners LLC | 19 | $1.00K | 0.00% | +19 | New |
| Horan Securities, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $2.00K | 0.00% | +15+83.3% | Added |
| GW&K Investment Management, LLC | 37 | $2.00K | 0.00% | +31+516.7% | Added |
| USA Financial Portformulas Corp | 30 | $2.00K | 0.00% | +23+328.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 36 | $2.00K | 0.00% | +36 | New |
| Enterprise Trust & Investment Co | 29 | $2.00K | 0.00% | +29 | New |
| Anchor Investment Management, LLC | 32 | $2.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $2.29K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $2.36K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 44 | $2.97K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 51 | $3.00K | 0.00% | −1−1.9% | Reduced |
| Mascoma Wealth Management LLC | 45 | $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 |
| Brown Brothers Harriman & Co | 45 | $3.00K | 0.00% | +26+136.8% | Added |
| SRS Capital Advisors, Inc. | 42 | $3.00K | 0.00% | +30+250.0% | Added |
| Eagle Bay Advisors LLC | 59 | $3.95K | 0.00% | +59 | New |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 57 | $4.00K | 0.00% | +11+23.9% | Added |
| BerganKDV Wealth Management, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $5.00K | 0.00% | +75 | New |
| Washington Trust Advisors, Inc. | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 83 | $6.00K | 0.00% | +1+1.2% | Added |
| HM Payson & Co | 111 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 107 | $7.00K | 0.00% | +5+4.9% | Added |
| Glen Eagle Advisors, LLC | 116 | $7.83K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 120 | $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 |
| Newbridge Financial Services Group, Inc. | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 139 | $9.00K | 0.00% | −45−24.5% | Reduced |
| Umb Bank N A | 138 | $9.00K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 138 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 135 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 146 | $10.0K | 0.00% | −942−86.6% | Reduced |
| JFS Wealth Advisors, LLC | 142 | $10.0K | 0.00% | +13+10.1% | Added |
| Farmers & Merchants Investments Inc | 156 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 157 | $11.0K | 0.00% | +58+58.6% | Added |
| Group One Trading, L.P. | 169 | $11.0K | 0.00% | +169 | New |
| Global Wealth Management Investment Advisory, Inc. | 177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 211 | $14.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 202 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 229 | $15.0K | 0.01% | +14+6.5% | Added |
| TCI Wealth Advisors, Inc. | 239 | $16.0K | 0.00% | −2−0.8% | Reduced |
| Addison Advisors LLC | 248 | $17.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 267 | $18.0K | 0.00% | −18−6.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 304 | $20.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 293 | $20.0K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 301 | $20.0K | 0.00% | +301 | New |
| Earnest Partners LLC | 333 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $22.0K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 339 | $23.0K | 0.00% | +310+1,069.0% | Added |
| Quent Capital, LLC | 351 | $24.0K | 0.01% | +2+0.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 418 | $28.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $28.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $28.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 466 | $31.0K | 0.02% | −18−3.7% | Reduced |
| West Paces Advisors Inc. | 469 | $31.7K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 494 | $34.0K | 0.00% | −915−64.9% | Reduced |
| Parkside Financial Bank & Trust | 501 | $34.0K | 0.01% | +132+35.8% | Added |
| Hallmark Capital Management Inc | 500 | $34.0K | 0.00% | +500 | New |
| Johnson Financial Group, Inc. | 522 | $35.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 557 | $38.5K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 606 | $41.0K | 0.07% | 00.0% | Unchanged |