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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 3,622 | $244.0K | 0.01% | +3,622 | New |
| CIBC Private Wealth Group, LLC | 3,633 | $245.0K | 0.00% | −71,128−95.1% | Reduced |
| Ontario Teachers Pension Plan Board | 3,694 | $249.0K | 0.00% | −35,655−90.6% | Reduced |
| Cigna Investments Inc | 3,712 | $250.0K | 0.05% | −1,289−25.8% | Reduced |
| Beacon Pointe Advisors, LLC | 3,701 | $251.0K | 0.01% | −165−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,712 | $251.0K | 0.01% | +716+23.9% | Added |
| United Capital Financial Advisers, LLC | 3,735 | $252.0K | 0.00% | +223+6.3% | Added |
| Jump Financial, LLC | 3,769 | $255.0K | 0.01% | −506−11.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,798 | $256.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,843 | $259.0K | 0.01% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,960 | $267.0K | 0.01% | −1,967−33.2% | Reduced |
| Endurance Wealth Management, Inc. | 4,000 | $270.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,015 | $271.0K | 0.22% | +4+0.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,028 | $272.0K | 0.09% | +4,028 | New |
| AIA Group Ltd | 4,064 | $274.0K | 0.01% | +4,064 | New |
| Apollon Wealth Management, LLC | 4,080 | $275.0K | 0.02% | −6,736−62.3% | Reduced |
| Wetherby Asset Management Inc | 4,082 | $276.0K | 0.02% | −13−0.3% | Reduced |
| Amica Retiree Medical Trust | 4,129 | $279.0K | 0.32% | −1,953−32.1% | Reduced |
| VeraBank, N.A. | 4,150 | $280.0K | 0.16% | +750+22.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,197 | $283.0K | 0.00% | +4,197 | New |
| Financial Counselors Inc | 4,205 | $284.0K | 0.01% | −50−1.2% | Reduced |
| Symmetry Partners, LLC | 4,324 | $292.0K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,351 | $294.0K | 0.05% | −237−5.2% | Reduced |
| Executive Wealth Management, LLC | 4,358 | $294.0K | 0.04% | +13+0.3% | Added |
| Alpha Paradigm Partners, LLC | 4,384 | $296.0K | 0.12% | +4,166+1,911.0% | Added |
| Clarius Group, LLC | 4,396 | $297.0K | 0.03% | −89−2.0% | Reduced |
| Sawtooth Solutions, LLC | 4,411 | $298.0K | 0.04% | +709+19.2% | Added |
| Dividend Assets Capital, LLC | 4,430 | $299.0K | 0.06% | −662−13.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,450 | $300.0K | 0.17% | +1,600+56.1% | Added |
| Pitcairn Co | 4,458 | $301.0K | 0.03% | +277+6.6% | Added |
| FourThought Financial, LLC | 4,504 | $304.0K | 0.04% | −126−2.7% | Reduced |
| West Family Investments, Inc. | 4,664 | $315.0K | 0.12% | −180−3.7% | Reduced |
| Pointe Capital Management LLC | 4,667 | $315.0K | 0.23% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,692 | $316.0K | 0.05% | +67+1.4% | Added |
| Cypress Capital Management LLC | 4,760 | $321.0K | 0.05% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $321.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,789 | $323.0K | 0.01% | +8+0.2% | Added |
| HighPoint Advisor Group LLC | 4,842 | $326.0K | 0.04% | +4,842 | New |
| Equitable Trust Co | 5,000 | $338.0K | 0.03% | +5,000 | New |
| Pathstone Family Office, LLC | 5,055 | $341.0K | 0.01% | +5,055 | New |
| Stephens Inc | 5,093 | $344.0K | 0.01% | −882−14.8% | Reduced |
| Krilogy Financial LLC | 5,113 | $345.0K | 0.04% | +83+1.7% | Added |
| Alps Advisors Inc | 5,137 | $347.0K | 0.00% | −53−1.0% | Reduced |
| Centennial Wealth Advisory LLC | 5,148 | $347.0K | 0.19% | +5,148 | New |
| Segall Bryant & Hamill, LLC | 5,176 | $349.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,204 | $351.0K | 0.04% | +14+0.3% | Added |
| IFP Advisors, Inc | 7,799 | $355.0K | 0.01% | −6,802−46.6% | Reduced |
| Great Lakes Advisors, LLC | 5,387 | $364.0K | 0.01% | +565+11.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $372.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,530 | $373.0K | 0.00% | +1,351+32.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,545 | $374.0K | 0.31% | −898−13.9% | Reduced |
| Prelude Capital Management, LLC | 5,751 | $388.0K | 0.02% | +5,751 | New |
| Contravisory Investment Management, Inc. | 5,792 | $391.0K | 0.13% | +5,792 | New |
| Empirical Finance, LLC | 5,864 | $396.0K | 0.05% | +318+5.7% | Added |
| Swiss Life Asset Management Ltd | 5,876 | $396.6K | 0.01% | −15,699−72.8% | Reduced |
| Horizon Investments, LLC | 5,988 | $401.0K | 0.01% | −849−12.4% | Reduced |
| Wedbush Securities Inc | 6,161 | $416.0K | 0.02% | −16−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 6,220 | $420.0K | 0.02% | +3,096+99.1% | Added |
| Balentine LLC | 6,358 | $429.0K | 0.02% | +3,302+108.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,401 | $432.0K | 0.01% | +33+0.5% | Added |
| PDS Planning, Inc | 6,592 | $445.0K | 0.08% | +132+2.0% | Added |
| Vestcor Inc | 6,744 | $455.0K | 0.02% | +2,161+47.2% | Added |
| Blair William & Co | 6,768 | $457.0K | 0.00% | +207+3.2% | Added |
| Two Sigma Securities, LLC | 6,778 | $458.0K | 0.08% | +6,778 | New |
| Bridgefront Capital, LLC | 6,860 | $463.0K | 0.51% | +6,860 | New |
| Sanford Advisory Services, LLC | 6,922 | $467.0K | 0.13% | +5+0.1% | Added |
| Jane Street Group, LLC | 7,092 | $479.0K | 0.00% | −115,349−94.2% | Reduced |
| Conning Inc. | 7,160 | $483.0K | 0.01% | −526−6.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,498 | $506.0K | 0.08% | +485+6.9% | Added |
| Whittier Trust Co | 7,698 | $519.0K | 0.01% | +317+4.3% | Added |
| Bessemer Group Inc | 7,923 | $534.0K | 0.00% | −111−1.4% | Reduced |
| Kinneret Advisory, LLC | 7,924 | $535.0K | 0.07% | +168+2.2% | Added |
| Bailard, Inc. | 8,301 | $560.0K | 0.02% | +111+1.4% | Added |
| Natixis Investment Managers International | 8,320 | $561.0K | 0.01% | +1,370+19.7% | Added |
| Raymond James Trust N.A. | 8,405 | $567.0K | 0.02% | −262−3.0% | Reduced |
| Veritable, L.P. | 8,655 | $584.0K | 0.01% | +101+1.2% | Added |
| Plante Moran Financial Advisors, LLC | 8,685 | $586.0K | 0.10% | −623−6.7% | Reduced |
| MML Investors Services, LLC | 8,710 | $588.0K | 0.00% | +465+5.6% | Added |
| Redpoint Investment Management Pty Ltd | 8,721 | $589.0K | 0.07% | 00.0% | Unchanged |
| Thomas White International Ltd | 8,803 | $594.0K | 0.12% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,849 | $597.0K | 0.10% | −100,718−91.9% | Reduced |
| Glenmede Trust Co NA | 8,970 | $605.0K | 0.00% | +162+1.8% | Added |
| Commerce Bank | 9,006 | $608.0K | 0.00% | +2,875+46.9% | Added |
| Qtron Investments LLC | 9,071 | $612.0K | 0.13% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 9,100 | $615.0K | 0.75% | +4,100+82.0% | Added |
| Kestra Advisory Services, LLC | 9,135 | $617.0K | 0.01% | +2,980+48.4% | Added |
| Acorn Wealth Advisors, LLC | 9,214 | $622.0K | 0.49% | +352+4.0% | Added |
| Exchange Traded Concepts, LLC | 9,311 | $628.0K | 0.02% | +212+2.3% | Added |
| Fiduciary Trust Co | 9,654 | $652.0K | 0.01% | −7−0.1% | Reduced |
| Teza Capital Management LLC | 9,711 | $655.0K | 0.25% | −12,474−56.2% | Reduced |
| Mirador Capital Partners LP | 9,848 | $665.0K | 0.16% | +934+10.5% | Added |
| SG Americas Securities, LLC | 9,850 | $665.0K | 0.01% | +3,513+55.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,912 | $669.0K | 0.06% | +1,359+15.9% | Added |
| Prospera Financial Services Inc | 9,947 | $671.0K | 0.03% | −1,254−11.2% | Reduced |
| Finer Wealth Management, Inc. | 10,139 | $684.0K | 0.62% | −2,731−21.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,275 | $693.0K | 0.00% | −626−5.7% | Reduced |
| XTX Topco Ltd | 10,484 | $708.0K | 0.29% | +3,468+49.4% | Added |
| United Services Automobile Association | 10,609 | $716.0K | 0.02% | +10,609 | New |
| Capital International Inc | 11,071 | $747.0K | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 11,305 | $763.0K | 0.01% | −784−6.5% | Reduced |