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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 606 | $41.0K | 0.01% | +487+409.2% | Added |
| TD Waterhouse Canada Inc. | 578 | $42.8K | 0.00% | +193+50.1% | Added |
| State of Wyoming | 635 | $43.0K | 0.03% | −1,362−68.2% | Reduced |
| Rockefeller Capital Management L.P. | 645 | $43.0K | 0.00% | −2−0.3% | Reduced |
| Vigilant Capital Management, LLC | 660 | $45.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 663 | $45.0K | 0.01% | +19+3.0% | Added |
| Proequities, Inc. | 725 | $49.0K | 0.00% | −59−7.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 738 | $50.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 746 | $50.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $51.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 819 | $55.0K | 0.00% | −21−2.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 818 | $55.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 815 | $55.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 850 | $57.0K | 0.01% | −3,438−80.2% | Reduced |
| Altshuler Shaham Ltd | 872 | $59.0K | 0.00% | −4−0.5% | Reduced |
| Cranbrook Wealth Management, LLC | 873 | $59.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 886 | $60.0K | 0.01% | +291+48.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 949 | $64.0K | 0.01% | −345−26.7% | Reduced |
| CX Institutional | 952 | $64.0K | 0.00% | +952 | New |
| Sargent Bickham Lagudis LLC | 970 | $65.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 957 | $65.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 989 | $67.0K | 0.00% | −30,192−96.8% | Reduced |
| American State Bank (Iowa) | 998 | $67.4K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,015 | $68.0K | 0.02% | −49−4.6% | Reduced |
| Cornerstone Management, Inc. | 1,008 | $68.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,029 | $69.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,023 | $69.0K | 0.00% | +133+14.9% | Added |
| Harbour Investments, Inc. | 1,028 | $69.0K | 0.00% | +1,028 | New |
| SeaCrest Wealth Management, LLC | 1,037 | $70.0K | 0.01% | +1,037 | New |
| Allworth Financial LP | 1,055 | $71.0K | 0.00% | +802+317.0% | Added |
| Montag A & Associates Inc | 1,100 | $74.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,140 | $77.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,211 | $81.0K | 0.02% | +37+3.2% | Added |
| Deseret Mutual Benefit Administrators | 1,210 | $82.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,260 | $85.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,287 | $86.9K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,318 | $89.0K | 0.00% | +1,061+412.8% | Added |
| Costello Asset Management, INC | 1,408 | $95.0K | 0.08% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,364 | $95.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,439 | $97.0K | 0.00% | −832−36.6% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $101.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $105.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,595 | $108.0K | 0.00% | −628−28.3% | Reduced |
| Belpointe Asset Management LLC | 1,632 | $110.0K | 0.01% | −1,292−44.2% | Reduced |
| Covestor Ltd | 1,716 | $116.0K | 0.10% | +559+48.3% | Added |
| First Financial Corp | 1,728 | $117.0K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,738 | $117.0K | 0.01% | +27+1.6% | Added |
| CWM, LLC | 1,737 | $117.0K | 0.00% | +601+52.9% | Added |
| TD Private Client Wealth LLC | 1,745 | $117.8K | 0.01% | −91−5.0% | Reduced |
| Zions Bancorporation, N.A. | 1,757 | $119.0K | 0.01% | +12+0.7% | Added |
| Massmutual Trust Co FSB | 1,837 | $124.0K | 0.01% | +38+2.1% | Added |
| Parallel Advisors, LLC | 1,873 | $126.0K | 0.01% | −427−18.6% | Reduced |
| Private Trust Co NA | 1,864 | $126.0K | 0.02% | +1,864 | New |
| Sentry Investment Management LLC | 1,956 | $132.0K | 0.06% | −98−4.8% | Reduced |
| Aquatic Capital Management LLC | 2,300 | $155.0K | 0.05% | +2,300 | New |
| Alan B. Lancz & Associates, Inc. | 2,336 | $161.0K | 0.16% | +2,336 | New |
| CoreCap Advisors, LLC | 2,567 | $173.0K | 0.01% | −383−13.0% | Reduced |
| American Portfolios Advisors | 2,573 | $173.7K | 0.01% | −77−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,674 | $180.0K | 0.01% | +560+26.5% | Added |
| US Asset Management LLC | 2,681 | $181.0K | 0.20% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,804 | $189.0K | 0.03% | +33+1.2% | Added |
| Essex Savings Bank | 2,962 | $200.0K | 0.08% | −40−1.3% | Reduced |
| Regal Investment Advisors LLC | 2,958 | $200.0K | 0.02% | +10.0% | Added |
| Ronald Blue Trust, Inc. | 2,863 | $200.0K | 0.00% | +2,863 | New |
| Signaturefd, LLC | 2,977 | $201.0K | 0.01% | −97−3.2% | Reduced |
| Siemens Fonds Invest GmbH | 2,974 | $201.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,977 | $201.0K | 0.04% | +567+23.5% | Added |
| Rafferty Asset Management, LLC | 2,997 | $202.0K | 0.00% | −598−16.6% | Reduced |
| Jmac Enterprises LLC | 2,992 | $202.0K | 0.05% | +2,992 | New |
| SkyOak Wealth, LLC | 3,000 | $203.0K | 0.07% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 3,010 | $203.0K | 0.14% | +3,010 | New |
| Stiles Financial Services Inc | 3,042 | $205.0K | 0.12% | +20+0.7% | Added |
| Barings LLC | 3,031 | $205.0K | 0.01% | +3,031 | New |
| MKT Advisors LLC | 3,103 | $206.0K | 0.16% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,049 | $206.0K | 0.09% | +3,049 | New |
| Alaska Permanent Fund Corp | 3,082 | $208.0K | 0.00% | +3,056+11,753.8% | Added |
| Nwam LLC | 3,204 | $212.0K | 0.02% | +3,204 | New |
| Corient Capital Partners, LLC | 3,216 | $217.0K | 0.02% | −549−14.6% | Reduced |
| Stock Yards Bank & Trust Co | 3,209 | $217.0K | 0.01% | +3,209 | New |
| Toroso Investments, LLC | 3,233 | $218.0K | 0.01% | −607−15.8% | Reduced |
| Hightower 6M Holding, LLC | 3,225 | $218.0K | 0.02% | −4−0.1% | Reduced |
| Hilton Capital Management, LLC | 3,225 | $218.0K | 0.03% | +61+1.9% | Added |
| FineMark National Bank & Trust | 3,242 | $219.0K | 0.01% | +192+6.3% | Added |
| Coldstream Capital Management Inc | 3,256 | $220.0K | 0.01% | +3,256 | New |
| Gateway Investment Advisers LLC | 3,270 | $221.0K | 0.00% | +3,270 | New |
| RWM Asset Management, LLC | 3,315 | $224.0K | 0.05% | +1,837+124.3% | Added |
| Checchi Capital Advisers, LLC | 3,269 | $225.0K | 0.02% | +3,269 | New |
| Freestone Capital Holdings, LLC | 3,365 | $227.0K | 0.01% | −764−18.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,379 | $228.0K | 0.02% | −2,900−46.2% | Reduced |
| Full Sail Capital, LLC | 3,404 | $230.0K | 0.02% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 3,406 | $230.0K | 0.21% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,408 | $230.0K | 0.04% | +3,408 | New |
| Cetera Investment Advisers | 3,428 | $231.0K | 0.00% | −311−8.3% | Reduced |
| Venture Visionary Partners LLC | 3,423 | $231.1K | 0.02% | +48+1.4% | Added |
| KCM Investment Advisors LLC | 3,499 | $236.0K | 0.01% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,503 | $236.0K | 0.12% | +3,503 | New |
| National Asset Management, Inc. | 3,504 | $237.0K | 0.01% | +522+17.5% | Added |
| Tokio Marine Asset Management Co Ltd | 3,552 | $240.0K | 0.02% | +580+19.5% | Added |
| Meeder Asset Management Inc | 3,572 | $241.0K | 0.01% | +931+35.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,597 | $243.0K | 0.00% | +3,597 | New |