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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 4,411 | $298.0K | 0.04% | +709+19.2% | Added |
| Clarius Group, LLC | 4,396 | $297.0K | 0.03% | −89−2.0% | Reduced |
| Alpha Paradigm Partners, LLC | 4,384 | $296.0K | 0.12% | +4,166+1,911.0% | Added |
| 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 |
| Symmetry Partners, LLC | 4,324 | $292.0K | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,205 | $284.0K | 0.01% | −50−1.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,197 | $283.0K | 0.00% | +4,197 | New |
| VeraBank, N.A. | 4,150 | $280.0K | 0.16% | +750+22.1% | Added |
| Amica Retiree Medical Trust | 4,129 | $279.0K | 0.32% | −1,953−32.1% | Reduced |
| Wetherby Asset Management Inc | 4,082 | $276.0K | 0.02% | −13−0.3% | Reduced |
| Apollon Wealth Management, LLC | 4,080 | $275.0K | 0.02% | −6,736−62.3% | Reduced |
| AIA Group Ltd | 4,064 | $274.0K | 0.01% | +4,064 | New |
| First National Bank of Mount Dora, Trust Investment Services | 4,028 | $272.0K | 0.09% | +4,028 | New |
| Stephens Consulting, LLC | 4,015 | $271.0K | 0.22% | +4+0.1% | Added |
| Endurance Wealth Management, Inc. | 4,000 | $270.0K | 0.04% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,960 | $267.0K | 0.01% | −1,967−33.2% | Reduced |
| Central Trust Co | 3,843 | $259.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,798 | $256.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,769 | $255.0K | 0.01% | −506−11.8% | Reduced |
| United Capital Financial Advisers, LLC | 3,735 | $252.0K | 0.00% | +223+6.3% | Added |
| 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 |
| Cigna Investments Inc | 3,712 | $250.0K | 0.05% | −1,289−25.8% | Reduced |
| Ontario Teachers Pension Plan Board | 3,694 | $249.0K | 0.00% | −35,655−90.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,633 | $245.0K | 0.00% | −71,128−95.1% | Reduced |
| Azimuth Capital Investment Management LLC | 3,622 | $244.0K | 0.01% | +3,622 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 3,597 | $243.0K | 0.00% | +3,597 | New |
| Meeder Asset Management Inc | 3,572 | $241.0K | 0.01% | +931+35.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,552 | $240.0K | 0.02% | +580+19.5% | Added |
| National Asset Management, Inc. | 3,504 | $237.0K | 0.01% | +522+17.5% | 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 |
| Venture Visionary Partners LLC | 3,423 | $231.1K | 0.02% | +48+1.4% | Added |
| Cetera Investment Advisers | 3,428 | $231.0K | 0.00% | −311−8.3% | 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,379 | $228.0K | 0.02% | −2,900−46.2% | Reduced |
| Freestone Capital Holdings, LLC | 3,365 | $227.0K | 0.01% | −764−18.5% | Reduced |
| Checchi Capital Advisers, LLC | 3,269 | $225.0K | 0.02% | +3,269 | New |
| RWM Asset Management, LLC | 3,315 | $224.0K | 0.05% | +1,837+124.3% | Added |
| Gateway Investment Advisers LLC | 3,270 | $221.0K | 0.00% | +3,270 | New |
| Coldstream Capital Management Inc | 3,256 | $220.0K | 0.01% | +3,256 | New |
| FineMark National Bank & Trust | 3,242 | $219.0K | 0.01% | +192+6.3% | Added |
| 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 |
| 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 |
| Nwam LLC | 3,204 | $212.0K | 0.02% | +3,204 | New |
| Alaska Permanent Fund Corp | 3,082 | $208.0K | 0.00% | +3,056+11,753.8% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Quadrant Capital Group LLC | 2,804 | $189.0K | 0.03% | +33+1.2% | Added |
| US Asset Management LLC | 2,681 | $181.0K | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,674 | $180.0K | 0.01% | +560+26.5% | Added |
| American Portfolios Advisors | 2,573 | $173.7K | 0.01% | −77−2.9% | Reduced |
| CoreCap Advisors, LLC | 2,567 | $173.0K | 0.01% | −383−13.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,336 | $161.0K | 0.16% | +2,336 | New |
| Aquatic Capital Management LLC | 2,300 | $155.0K | 0.05% | +2,300 | New |
| Sentry Investment Management LLC | 1,956 | $132.0K | 0.06% | −98−4.8% | Reduced |
| 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 |
| Massmutual Trust Co FSB | 1,837 | $124.0K | 0.01% | +38+2.1% | Added |
| Zions Bancorporation, N.A. | 1,757 | $119.0K | 0.01% | +12+0.7% | Added |
| TD Private Client Wealth LLC | 1,745 | $117.8K | 0.01% | −91−5.0% | Reduced |
| 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 |
| Covestor Ltd | 1,716 | $116.0K | 0.10% | +559+48.3% | Added |
| Belpointe Asset Management LLC | 1,632 | $110.0K | 0.01% | −1,292−44.2% | Reduced |
| Gradient Investments LLC | 1,595 | $108.0K | 0.00% | −628−28.3% | Reduced |
| Acadian Asset Management LLC | 1,551 | $105.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $101.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,439 | $97.0K | 0.00% | −832−36.6% | Reduced |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 1,318 | $89.0K | 0.00% | +1,061+412.8% | Added |
| Caldwell Trust Co | 1,287 | $86.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,260 | $85.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,210 | $82.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,211 | $81.0K | 0.02% | +37+3.2% | Added |
| Harbor Investment Advisory, LLC | 1,140 | $77.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $74.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,055 | $71.0K | 0.00% | +802+317.0% | Added |
| SeaCrest Wealth Management, LLC | 1,037 | $70.0K | 0.01% | +1,037 | New |
| Institutional & Family Asset Management, LLC | 1,029 | $69.0K | 0.01% | 00.0% | Unchanged |