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, Q3 2022
Institutional positions in CMS Energy Corp as of Sep 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. Q2 2022
- Shares held
- 268.9M
- +629.8K (+0.2%) vs. Q2 2022
- Total value
- $15.7B
- −$2.43B (−13.4%) vs. Q2 2022
- New holders
- 63
- 246 more added
- Sold out
- 57
- 202 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 8 | $0 | 0.00% | −240−96.8% | Reduced |
| WestEnd Advisors, LLC | 5 | $0 | 0.00% | +2+66.7% | Added |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $0 | 0.00% | +1 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Loomis Sayles & Co L P | 25 | $1.00K | 0.00% | −242−90.6% | Reduced |
| South State Corp. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $1.00K | 0.00% | +1+5.3% | Added |
| Worth Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | +18 | New |
| Creative Financial Designs Inc | 14 | $1.00K | 0.00% | +14 | New |
| PEAK6 Investments LLC | 21 | $1.00K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 34 | $1.98K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 38 | $2.00K | 0.00% | +5+15.2% | Added |
| American National Bank | 35 | $2.00K | 0.00% | +35 | New |
| WR Wealth Planners, LLC | 35 | $2.04K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 44 | $2.56K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 48 | $3.00K | 0.00% | −21−30.4% | Reduced |
| Bell Investment Advisors, Inc | 60 | $3.00K | 0.00% | −15−20.0% | Reduced |
| Eagle Bay Advisors LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $3.00K | 0.00% | −2−3.9% | Reduced |
| Mascoma Wealth Management LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 58 | $3.00K | 0.00% | +26+81.3% | Added |
| First Command Bank | 57 | $3.00K | 0.00% | +57 | New |
| First Command Financial Services, Inc. | 57 | $3.00K | 0.00% | +57 | New |
| Bank of New Hampshire | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | +67+1,675.0% | Added |
| EdgeRock Capital LLC | 62 | $4.00K | 0.00% | +62 | New |
| Geneos Wealth Management Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 78 | $5.00K | 0.00% | −5−6.0% | Reduced |
| MV Capital Management, Inc. | 85 | $5.00K | 0.00% | +28+49.1% | Added |
| Ellis Investment Partners, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 112 | $6.00K | 0.00% | +5+4.7% | Added |
| Washington Trust Advisors, Inc. | 111 | $6.00K | 0.00% | +15+15.6% | Added |
| Glen Eagle Advisors, LLC | 116 | $6.76K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 119 | $7.00K | 0.00% | −19−13.8% | Reduced |
| Sound Income Strategies, LLC | 118 | $7.00K | 0.00% | −17−12.6% | Reduced |
| Arrow Financial Corp | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 126 | $7.00K | 0.00% | +42+50.0% | Added |
| Almanack Investment Partners, LLC. | 114 | $7.00K | 0.00% | +114 | New |
| Seldon Capital LP | 138 | $8.00K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 136 | $8.00K | 0.00% | +117+615.8% | Added |
| DT Investment Partners, LLC | 145 | $8.00K | 0.00% | +145 | New |
| Glassman Wealth Services | 157 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 151 | $9.00K | 0.00% | +9+6.3% | Added |
| Johnson Financial Group, Inc. | 184 | $10.0K | 0.00% | −338−64.8% | Reduced |
| TCI Wealth Advisors, Inc. | 173 | $10.0K | 0.00% | −66−27.6% | Reduced |
| Cowa, LLC | 173 | $10.0K | 0.01% | +173 | New |
| Farmers & Merchants Investments Inc | 191 | $11.0K | 0.00% | +35+22.4% | Added |
| Versant Capital Management, Inc | 211 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 216 | $13.0K | 0.01% | −13−5.7% | Reduced |
| Pinnacle Financial Partners Inc | 222 | $13.0K | 0.00% | +222 | New |
| Thompson Siegel & Walmsley LLC | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 304 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 303 | $18.0K | 0.00% | −1,454−82.8% | Reduced |
| Earnest Partners LLC | 333 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $19.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 333 | $19.0K | 0.00% | +40+13.7% | Added |
| TD Waterhouse Canada Inc. | 346 | $20.7K | 0.00% | −232−40.1% | Reduced |
| SJS Investment Consulting Inc. | 366 | $21.0K | 0.01% | +366 | New |
| Mark Sheptoff Financial Planning, LLC | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 418 | $24.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 413 | $24.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $25.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 462 | $27.0K | 0.00% | +462 | New |
| West Paces Advisors Inc. | 469 | $27.3K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $28.0K | 0.00% | −2,900−85.8% | Reduced |
| Money Concepts Capital Corp | 494 | $29.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 497 | $29.0K | 0.01% | +146+41.6% | Added |
| Motco | 500 | $29.0K | 0.00% | +500 | New |
| Global Financial Private Client, LLC | 557 | $33.3K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 600 | $34.0K | 0.01% | +600 | New |
| Strategic Asset Management, LLC | 606 | $35.0K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 594 | $35.0K | 0.00% | +549+1,220.0% | Added |
| Vigilant Capital Management, LLC | 660 | $38.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 663 | $39.0K | 0.01% | 00.0% | Unchanged |