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 |
|---|---|---|---|---|---|
| State of Wyoming | 678 | $39.0K | 0.02% | +43+6.8% | Added |
| Altshuler Shaham Ltd | 688 | $41.0K | 0.00% | −184−21.1% | Reduced |
| Covestor Ltd | 724 | $42.0K | 0.04% | −992−57.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 738 | $43.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 741 | $43.0K | 0.00% | +16+2.2% | Added |
| Salem Investment Counselors Inc | 755 | $44.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 761 | $44.0K | 0.01% | +15+2.0% | Added |
| First Horizon Advisors, Inc. | 764 | $45.0K | 0.00% | −55−6.7% | Reduced |
| DuPont Capital Management Corp | 792 | $46.0K | 0.00% | −197−19.9% | Reduced |
| CVA Family Office, LLC | 815 | $47.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 818 | $48.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 821 | $48.0K | 0.02% | +320+63.9% | Added |
| Desjardins Global Asset Management Inc. | 850 | $49.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 873 | $51.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 911 | $53.0K | 0.01% | +25+2.8% | Added |
| Spire Wealth Management | 932 | $54.0K | 0.00% | −507−35.2% | Reduced |
| Cambridge Trust Co | 946 | $55.0K | 0.00% | −77−7.5% | Reduced |
| Deseret Mutual Benefit Administrators | 973 | $57.0K | 0.02% | −237−19.6% | Reduced |
| American State Bank (Iowa) | 998 | $58.1K | 0.05% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,008 | $58.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,015 | $59.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,013 | $60.0K | 0.01% | −198−16.4% | Reduced |
| Institutional & Family Asset Management, LLC | 1,029 | $60.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,038 | $60.0K | 0.01% | +81+8.5% | Added |
| Caldwell Trust Co | 1,087 | $63.3K | 0.01% | −200−15.5% | Reduced |
| Montag A & Associates Inc | 1,100 | $64.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,140 | $66.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,164 | $67.0K | 0.01% | +1,164 | New |
| Harbour Investments, Inc. | 1,028 | $69.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $70.0K | 0.04% | +1,200 | New |
| Beaird Harris Wealth Management, LLC | 1,234 | $72.0K | 0.02% | +1,088+745.2% | Added |
| Sutton Wealth Advisors Inc. | 1,242 | $72.3K | 0.03% | −18−1.4% | Reduced |
| Allworth Financial LP | 1,278 | $74.0K | 0.00% | +223+21.1% | Added |
| Private Trust Co NA | 1,396 | $81.0K | 0.01% | −468−25.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,393 | $81.0K | 0.00% | +75+5.7% | Added |
| Costello Asset Management, INC | 1,408 | $82.0K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $87.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $90.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,364 | $93.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,426 | $96.0K | 0.02% | −3,004−67.8% | Reduced |
| Gradient Investments LLC | 1,708 | $99.0K | 0.00% | +113+7.1% | Added |
| Parallel Advisors, LLC | 1,726 | $100.0K | 0.00% | −147−7.8% | Reduced |
| First Financial Corp | 1,728 | $101.0K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,734 | $101.0K | 0.01% | −4−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,735 | $101.0K | 0.00% | +1,090+169.0% | Added |
| Sargent Bickham Lagudis LLC | 1,776 | $103.0K | 0.01% | +806+83.1% | Added |
| Virtus Investment Advisers, Inc. | 1,768 | $103.0K | 0.05% | +1,768 | New |
| TD Private Client Wealth LLC | 1,798 | $104.7K | 0.01% | +53+3.0% | Added |
| CWM, LLC | 1,902 | $111.0K | 0.00% | +165+9.5% | Added |
| Sentry Investment Management LLC | 1,956 | $114.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,050 | $119.0K | 0.01% | +418+25.6% | Added |
| American Portfolios Advisors | 2,301 | $134.0K | 0.01% | −272−10.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,336 | $136.0K | 0.16% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,404 | $140.0K | 0.01% | +2,404 | New |
| Whittier Trust Co of Nevada Inc | 2,481 | $144.0K | 0.01% | −193−7.2% | Reduced |
| AIA Group Ltd | 2,515 | $146.0K | 0.01% | −1,549−38.1% | Reduced |
| FourThought Financial, LLC | 2,526 | $147.0K | 0.02% | −1,978−43.9% | Reduced |
| Pacer Advisors, Inc. | 2,717 | $158.0K | 0.00% | −128,890−97.9% | Reduced |
| Amica Retiree Medical Trust | 2,963 | $173.0K | 0.22% | −1,166−28.2% | Reduced |
| Crewe Advisors LLC | 2,980 | $174.0K | 0.03% | +3+0.1% | Added |
| Signaturefd, LLC | 3,187 | $186.0K | 0.01% | +210+7.1% | Added |
| Journey Advisory Group, LLC | 3,200 | $186.0K | 0.05% | +3,200 | New |
| Quadrant Capital Group LLC | 3,234 | $188.0K | 0.02% | +430+15.3% | Added |
| Venture Visionary Partners LLC | 3,481 | $202.0K | 0.02% | +58+1.7% | Added |
| Ronald Blue Trust, Inc. | 3,005 | $203.0K | 0.00% | +142+5.0% | Added |
| KCM Investment Advisors LLC | 3,499 | $204.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,504 | $204.0K | 0.00% | +76+2.2% | Added |
| Cigna Investments Inc | 3,573 | $208.0K | 0.05% | −139−3.7% | Reduced |
| United Capital Financial Advisers, LLC | 3,597 | $209.0K | 0.00% | −138−3.7% | Reduced |
| Azimuth Capital Investment Management LLC | 3,622 | $211.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,652 | $213.0K | 0.00% | +19+0.5% | Added |
| Apollon Wealth Management, LLC | 3,734 | $217.0K | 0.02% | −346−8.5% | Reduced |
| OneAscent Financial Services LLC | 3,753 | $219.0K | 0.09% | +704+23.1% | Added |
| Meeder Asset Management Inc | 3,772 | $220.0K | 0.01% | +200+5.6% | Added |
| Ameritas Investment Partners, Inc. | 3,798 | $221.0K | 0.01% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,792 | $221.0K | 0.06% | +800+26.7% | Added |
| Central Trust Co | 3,843 | $224.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 3,862 | $225.0K | 0.00% | +780+25.3% | Added |
| Corient Capital Partners, LLC | 3,391 | $229.0K | 0.02% | +175+5.4% | Added |
| Massmutual Trust Co FSB | 3,924 | $229.0K | 0.01% | +2,087+113.6% | Added |
| West Family Investments, Inc. | 3,949 | $230.0K | 0.10% | −715−15.3% | Reduced |
| Endurance Wealth Management, Inc. | 4,000 | $233.0K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,058 | $234.0K | 0.01% | +357+9.6% | Added |
| Dana Investment Advisors, Inc. | 4,016 | $234.0K | 0.01% | +4,016 | New |
| Stephens Consulting, LLC | 4,020 | $234.1K | 0.21% | +5+0.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,028 | $235.0K | 0.08% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 4,065 | $237.0K | 0.12% | +562+16.0% | Added |
| Financial Counselors Inc | 4,205 | $245.0K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 4,226 | $246.0K | 0.07% | +4,226 | New |
| Aviva PLC | 4,282 | $249.0K | 0.00% | −36,487−89.5% | Reduced |
| Triasima Portfolio Management inc. | 4,300 | $250.0K | 0.02% | +4,300 | New |
| Clarius Group, LLC | 4,321 | $252.0K | 0.03% | −75−1.7% | Reduced |
| Metis Global Partners, LLC | 4,324 | $252.0K | 0.04% | −27−0.6% | Reduced |
| Symmetry Partners, LLC | 4,324 | $252.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,327 | $252.0K | 0.02% | +775+21.8% | Added |
| Wetherby Asset Management Inc | 4,336 | $253.0K | 0.02% | +254+6.2% | Added |
| Stratos Wealth Partners, LTD. | 4,360 | $254.0K | 0.01% | +648+17.5% | Added |
| CIBC World Markets Corp | 4,403 | $256.0K | 0.00% | −15,851−78.3% | Reduced |
| Pitcairn Co | 4,418 | $257.0K | 0.03% | −40−0.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,450 | $259.0K | 0.17% | 00.0% | Unchanged |