Skip to main content

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.

Other share classesCMSACMSCCMSDCMS.PC

Q3 2022 vs. Q2 2022

How the institutions holding CMS Energy Corp changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of CMS: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders6286628+6
Shares268.3M25.3K268.9M+629.8K (+0.2%)
Value$18.1B$1.71M$15.7B−$2.43B (−13.4%)

6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held CMS Energy Corp at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to CMS in Q3 2022
InstitutionSharesValue% of portfolio
Ceredex Value Advisors LLC1,555,699$90.6M1.48%
Millennium Management LLC899,691$52.4M0.06%
Coann Capital LLC417,494$24.3M14.93%
Covalis Capital LLP375,630$21.9M5.04%
HITE Hedge Asset Management LLC305,000$17.8M1.50%
T. Rowe Price Investment Management, Inc.163,461$9.52M0.01%
Twinbeech Capital LP137,477$8.01M0.21%
Edgestream Partners, L.P.86,528$5.04M0.39%
Quantbot Technologies LP58,874$3.43M0.26%
Marshall Wace, LLP49,297$2.87M0.01%
Wexford Capital LP42,301$2.46M0.78%
Point72 Asset Management, L.P.41,600$2.42M0.01%
Covea Finance37,500$2.18M0.11%
Czech National Bank33,725$1.96M0.06%
HRT Financial LP32,895$1.92M0.02%
Mesirow Institutional Investment Management, Inc.31,470$1.83M0.27%
LMR Partners LLP29,714$1.73M0.04%
Teachers Retirement System of the State of Kentucky26,467$1.54M0.02%
Campbell & CO Investment Adviser LLC24,308$1.42M0.32%
Mirabella Financial Services LLP21,022$1.25M0.13%
Wealth Enhancement Advisory Services, LLC22,502$1.24M0.02%
Manatuck Hill Partners, LLC19,000$1.11M0.56%
Quadrature Capital Ltd16,735$975.0K0.03%
Centiva Capital, LP13,976$814.0K0.06%
Walleye Trading LLC12,330$718.0K0.02%
Sante Capital Fund, LP12,208$711.0K1.45%
Cornercap Investment Counsel Inc12,193$710.0K0.13%
Advisor Partners II, LLC11,717$682.0K0.05%
Stratos Wealth Advisors, LLC10,446$608.0K0.06%
Machina Capital S.A.S.9,651$562.0K1.19%
Boit C F David7,800$454.0K0.37%
Magnetar Financial LLC7,275$424.0K0.01%
Boothbay Fund Management, LLC7,150$416.0K0.01%
Ieq Capital, LLC5,922$345.0K0.01%
Susquehanna Fundamental Investments, LLC5,488$320.0K0.01%
Oak Thistle LLC5,453$318.0K1.15%
MQS Management LLC5,372$313.0K0.20%
Arrowstreet Capital, Limited Partnership4,468$260.0K0.00%
Triasima Portfolio Management inc.4,300$250.0K0.02%
Strategy Asset Managers LLC4,226$246.0K0.07%
Dana Investment Advisors, Inc.4,016$234.0K0.01%
Journey Advisory Group, LLC3,200$186.0K0.05%
Wipfli Financial Advisors LLC,2,404$140.0K0.01%
Virtus Investment Advisers, Inc.1,768$103.0K0.05%
Alta Advisers Ltd1,200$70.0K0.04%
Cutler Group LP1,164$67.0K0.01%
Householder Group Estate & Retirement Specialist, LLC600$34.0K0.01%
Motco500$29.0K0.00%
Covington Capital Management462$27.0K0.00%
SJS Investment Consulting Inc.366$21.0K0.01%
Pinnacle Financial Partners Inc222$13.0K0.00%
Cowa, LLC173$10.0K0.01%
DT Investment Partners, LLC145$8.00K0.00%
Almanack Investment Partners, LLC.114$7.00K0.00%
EdgeRock Capital LLC62$4.00K0.00%
First Command Bank57$3.00K0.00%
First Command Financial Services, Inc.57$3.00K0.00%
American National Bank35$2.00K0.00%
Valley National Advisers Inc18$1.00K0.00%
Creative Financial Designs Inc14$1.00K0.00%
PEAK6 Investments LLC21$1.00K0.00%
Trust Co of Vermont1$00.00%
PSI Advisors, LLC1$00.00%

Sold out (57)

Institutions that held CMS Energy Corp at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of CMS in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
ClearBridge Investments Ltd1,035,079$69.9M
Balyasny Asset Management LLC387,589$26.2M
Old Republic International Corporation375,000$25.3M
Premier Fund Managers Ltd164,300$10.9M
Employees Retirement System of Texas105,286$7.11M
Cipher Capital LP65,196$4.40M
Advisors Preferred, LLC38,936$2.63M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income32,175$2.17M
Natixis Investment Managers International8,320$561.0K
Bridgefront Capital, LLC6,860$463.0K
Two Sigma Securities, LLC6,778$458.0K
Horizon Investments, LLC5,988$401.0K
Alps Advisors Inc5,137$347.0K
VeraBank, N.A.4,150$280.0K
Krane Funds Advisors LLC3,960$267.0K
Jump Financial, LLC3,769$255.0K
Ontario Teachers Pension Plan Board3,694$249.0K
Stanley-Laman Group, Ltd.3,408$230.0K
Full Sail Capital, LLC3,404$230.0K
Henrickson Nauta Wealth Advisors, Inc.3,406$230.0K
Freestone Capital Holdings, LLC3,365$227.0K
Checchi Capital Advisers, LLC3,269$225.0K
Gateway Investment Advisers LLC3,270$221.0K
FineMark National Bank & Trust3,242$219.0K
Hilton Capital Management, LLC3,225$218.0K
Toroso Investments, LLC3,233$218.0K
Hightower 6M Holding, LLC3,225$218.0K
Stock Yards Bank & Trust Co3,209$217.0K
Nwam LLC3,204$212.0K
MKT Advisors LLC3,103$206.0K
Barings LLC3,031$205.0K
Stiles Financial Services Inc3,042$205.0K
SkyOak Wealth, LLC3,000$203.0K
Siemens Fonds Invest GmbH2,974$201.0K
Regal Investment Advisors LLC2,958$200.0K
Essex Savings Bank2,962$200.0K
CoreCap Advisors, LLC2,567$173.0K
SeaCrest Wealth Management, LLC1,037$70.0K
Patriot Financial Group Insurance Agency, LLC949$64.0K
CX Institutional952$64.0K
Curi Capital339$23.0K
Chiron Investment Management, LLC301$20.0K
Retirement Group, LLC202$14.0K
Global Wealth Management Investment Advisory, Inc.177$12.0K
Group One Trading, L.P.169$11.0K
Concord Wealth Partners139$9.00K
Vectors Research Management, LLC110$7.00K
Anchor Investment Management, LLC32$2.16K
GW&K Investment Management, LLC37$2.00K
TCTC Holdings, LLC21$1.00K
Cribstone Capital Management, LLC14$1.00K
First Bank & Trust19$1.00K
Carmichael Hill & Associates, Inc.21$1.00K
Karlinski Andrew C8$1.00K
Capstone Investment Advisors, LLC3$0
ACG Wealth1$0
Steward Financial Group LLC13$0

Not filed for Q3 2022 yet (6)

Institutions that held CMS Energy Corp at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Advisor Partners LLC14,049$948.0K
HighPoint Advisor Group LLC4,842$326.0K
Coldstream Capital Management Inc3,256$220.0K
US Asset Management LLC2,681$181.0K
Private Capital Group, LLC466$31.0K
Enterprise Trust & Investment Co29$2.00K