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 |
|---|---|---|---|---|---|
| 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 |
| Cornerstone Management, Inc. | 1,008 | $68.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,015 | $68.0K | 0.02% | −49−4.6% | Reduced |
| American State Bank (Iowa) | 998 | $67.4K | 0.05% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 989 | $67.0K | 0.00% | −30,192−96.8% | Reduced |
| Sargent Bickham Lagudis LLC | 970 | $65.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 957 | $65.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 949 | $64.0K | 0.01% | −345−26.7% | Reduced |
| CX Institutional | 952 | $64.0K | 0.00% | +952 | New |
| AdvisorNet Financial, Inc | 886 | $60.0K | 0.01% | +291+48.9% | Added |
| Altshuler Shaham Ltd | 872 | $59.0K | 0.00% | −4−0.5% | Reduced |
| Cranbrook Wealth Management, LLC | 873 | $59.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 850 | $57.0K | 0.01% | −3,438−80.2% | Reduced |
| 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 |
| Salem Investment Counselors Inc | 755 | $51.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 738 | $50.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 746 | $50.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 725 | $49.0K | 0.00% | −59−7.5% | 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 |
| 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 |
| TD Waterhouse Canada Inc. | 578 | $42.8K | 0.00% | +193+50.1% | Added |
| Strategic Asset Management, LLC | 606 | $41.0K | 0.07% | 00.0% | Unchanged |
| Clear Street Markets LLC | 606 | $41.0K | 0.01% | +487+409.2% | Added |
| Global Financial Private Client, LLC | 557 | $38.5K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 522 | $35.0K | 0.00% | 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 |
| West Paces Advisors Inc. | 469 | $31.7K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 466 | $31.0K | 0.02% | −18−3.7% | Reduced |
| 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 |
| Mark Sheptoff Financial Planning, LLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 351 | $24.0K | 0.01% | +2+0.6% | Added |
| Curi Capital | 339 | $23.0K | 0.00% | +310+1,069.0% | Added |
| Earnest Partners LLC | 333 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $22.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Loomis Sayles & Co L P | 267 | $18.0K | 0.00% | −18−6.3% | Reduced |
| Addison Advisors LLC | 248 | $17.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 239 | $16.0K | 0.00% | −2−0.8% | Reduced |
| TSFG, LLC | 229 | $15.0K | 0.01% | +14+6.5% | Added |
| 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 |
| Global Wealth Management Investment Advisory, Inc. | 177 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 116 | $7.83K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 57 | $4.00K | 0.00% | +11+23.9% | Added |
| Eagle Bay Advisors LLC | 59 | $3.95K | 0.00% | +59 | New |
| 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 |
| Federation des caisses Desjardins du Quebec | 44 | $2.97K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $2.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $2.29K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 32 | $2.16K | 0.00% | 00.0% | Unchanged |
| 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 |