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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 4,468 | $260.0K | 0.00% | +4,468 | New |
| Values First Advisors, Inc. | 4,483 | $261.0K | 0.19% | +1,473+48.9% | Added |
| RWM Asset Management, LLC | 4,497 | $262.0K | 0.06% | +1,182+35.7% | Added |
| First Heartland Consultants, Inc. | 4,732 | $265.0K | 0.04% | +40+0.9% | Added |
| Cetera Advisor Networks LLC | 4,567 | $266.0K | 0.00% | −963−17.4% | Reduced |
| Pointe Capital Management LLC | 4,667 | $272.0K | 0.22% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,666 | $272.0K | 0.01% | +1,162+33.2% | Added |
| Alpha Paradigm Partners, LLC | 4,685 | $273.0K | 0.12% | +301+6.9% | Added |
| Cypress Capital Management LLC | 4,760 | $277.0K | 0.05% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $277.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,793 | $279.0K | 0.01% | +4+0.1% | Added |
| Bailard, Inc. | 4,876 | $284.0K | 0.01% | −3,425−41.3% | Reduced |
| Great Lakes Advisors, LLC | 4,933 | $287.0K | 0.01% | −454−8.4% | Reduced |
| Transcend Wealth Collective, LLC | 5,003 | $291.0K | 0.03% | −201−3.9% | Reduced |
| Equitable Trust Co | 5,000 | $291.0K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 5,094 | $297.0K | 0.01% | −1,264−19.9% | Reduced |
| Krilogy Financial LLC | 5,113 | $298.0K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 5,120 | $298.0K | 0.01% | +27+0.5% | Added |
| Segall Bryant & Hamill, LLC | 5,176 | $301.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,311 | $309.6K | 0.01% | +256+5.1% | Added |
| MQS Management LLC | 5,372 | $313.0K | 0.20% | +5,372 | New |
| Pinnacle Wealth Management Group, Inc. | 5,445 | $317.0K | 0.28% | −100−1.8% | Reduced |
| Oak Thistle LLC | 5,453 | $318.0K | 1.15% | +5,453 | New |
| Susquehanna Fundamental Investments, LLC | 5,488 | $320.0K | 0.01% | +5,488 | New |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $321.0K | 0.01% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 5,630 | $328.0K | 0.19% | +482+9.4% | Added |
| Clear Street Markets LLC | 5,695 | $332.0K | 0.06% | +5,089+839.8% | Added |
| Swiss Life Asset Management Ltd | 5,762 | $335.6K | 0.01% | −114−1.9% | Reduced |
| Contravisory Investment Management, Inc. | 5,792 | $337.0K | 0.11% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,922 | $345.0K | 0.01% | +5,922 | New |
| Sawtooth Solutions, LLC | 6,106 | $356.0K | 0.05% | +1,695+38.4% | Added |
| Wedbush Securities Inc | 6,162 | $359.0K | 0.02% | +10.0% | Added |
| Executive Wealth Management, LLC | 361 | $361.0K | 0.05% | −3,997−91.7% | Reduced |
| Colony Group LLC | 6,282 | $366.0K | 0.01% | −5,186−45.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,362 | $371.0K | 0.01% | −39−0.6% | Reduced |
| PDS Planning, Inc | 6,614 | $385.0K | 0.07% | +22+0.3% | Added |
| Kestra Private Wealth Services, LLC | 6,602 | $385.0K | 0.02% | +382+6.1% | Added |
| Qtron Investments LLC | 6,747 | $393.0K | 0.10% | −2,324−25.6% | Reduced |
| XTX Topco Ltd | 6,839 | $398.0K | 0.10% | −3,645−34.8% | Reduced |
| Vestcor Inc | 6,834 | $398.0K | 0.02% | +90+1.3% | Added |
| IFP Advisors, Inc | 8,764 | $399.0K | 0.01% | +965+12.4% | Added |
| Conning Inc. | 6,916 | $403.0K | 0.01% | −244−3.4% | Reduced |
| Sanford Advisory Services, LLC | 6,927 | $403.0K | 0.12% | +5+0.1% | Added |
| Empirical Finance, LLC | 7,020 | $409.0K | 0.05% | +1,156+19.7% | Added |
| Prelude Capital Management, LLC | 7,095 | $413.0K | 0.02% | +1,344+23.4% | Added |
| Boothbay Fund Management, LLC | 7,150 | $416.0K | 0.01% | +7,150 | New |
| Hudson Valley Investment Advisors Inc | 7,184 | $418.0K | 0.07% | −314−4.2% | Reduced |
| Blair William & Co | 7,207 | $420.0K | 0.00% | +439+6.5% | Added |
| Magnetar Financial LLC | 7,275 | $424.0K | 0.01% | +7,275 | New |
| Boit C F David | 7,800 | $454.0K | 0.37% | +7,800 | New |
| Whittier Trust Co | 7,837 | $457.0K | 0.01% | +139+1.8% | Added |
| Kinneret Advisory, LLC | 7,924 | $465.0K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,052 | $468.0K | 0.00% | +129+1.6% | Added |
| Veritable, L.P. | 8,660 | $504.0K | 0.01% | +5+0.1% | Added |
| Redpoint Investment Management Pty Ltd | 8,690 | $506.0K | 0.07% | −31−0.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,685 | $506.0K | 0.09% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,864 | $516.0K | 0.02% | +459+5.5% | Added |
| Community Capital Management, Inc. | 9,100 | $530.0K | 0.69% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 9,252 | $539.0K | 0.44% | +38+0.4% | Added |
| Kestra Advisory Services, LLC | 9,520 | $554.0K | 0.01% | +385+4.2% | Added |
| Exchange Traded Concepts, LLC | 9,530 | $555.0K | 0.02% | +219+2.4% | Added |
| Machina Capital S.A.S. | 9,651 | $562.0K | 1.19% | +9,651 | New |
| Mirador Capital Partners LP | 9,700 | $565.0K | 0.14% | −148−1.5% | Reduced |
| Fiduciary Trust Co | 10,119 | $589.0K | 0.01% | +465+4.8% | Added |
| Finer Wealth Management, Inc. | 10,139 | $590.0K | 0.58% | 00.0% | Unchanged |
| Thomas White International Ltd | 10,172 | $592.0K | 0.14% | +1,369+15.6% | Added |
| Glenmede Trust Co NA | 10,244 | $595.0K | 0.00% | +1,274+14.2% | Added |
| Banque Cantonale Vaudoise | 10,345 | $602.0K | 0.03% | −10,300−49.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,366 | $604.0K | 0.00% | +6,169+147.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $606.0K | 0.06% | +488+4.9% | Added |
| Stratos Wealth Advisors, LLC | 10,446 | $608.0K | 0.06% | +10,446 | New |
| United Services Automobile Association | 10,609 | $617.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 10,703 | $623.0K | 0.01% | +1,697+18.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,779 | $628.0K | 0.02% | −816−7.0% | Reduced |
| Rafferty Asset Management, LLC | 10,807 | $629.0K | 0.01% | +7,810+260.6% | Added |
| Northwestern Mutual Wealth Management Co | 10,900 | $635.0K | 0.00% | +625+6.1% | Added |
| MML Investors Services, LLC | 11,209 | $653.0K | 0.00% | +2,499+28.7% | Added |
| Banque Pictet & Cie SA | 11,224 | $653.7K | 0.01% | −81−0.7% | Reduced |
| Foster & Motley Inc | 11,434 | $666.0K | 0.06% | −25−0.2% | Reduced |
| Prospera Financial Services Inc | 11,553 | $673.0K | 0.04% | +1,606+16.1% | Added |
| Advisor Partners II, LLC | 11,717 | $682.0K | 0.05% | +11,717 | New |
| Advisors Asset Management, Inc. | 11,815 | $688.0K | 0.01% | +311+2.7% | Added |
| Vestmark Advisory Solutions, Inc. | 11,917 | $694.0K | 0.04% | −406−3.3% | Reduced |
| Cornercap Investment Counsel Inc | 12,193 | $710.0K | 0.13% | +12,193 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 12,207 | $711.0K | 0.00% | +8,610+239.4% | Added |
| Sante Capital Fund, LP | 12,208 | $711.0K | 1.45% | +12,208 | New |
| Walleye Trading LLC | 12,330 | $718.0K | 0.02% | +12,330 | New |
| Thrivent Financial for Lutherans | 12,378 | $721.0K | 0.00% | +66+0.5% | Added |
| Nordea Investment Management AB | 12,217 | $729.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,530 | $730.0K | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,864 | $749.0K | 0.05% | −4,851−27.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,171 | $767.0K | 0.04% | −640−4.6% | Reduced |
| Aigen Investment Management, LP | 13,192 | $768.0K | 0.11% | +4,343+49.1% | Added |
| Regentatlantic Capital LLC | 13,307 | $775.0K | 0.02% | −4,633−25.8% | Reduced |
| Aurora Investment Counsel | 13,792 | $803.0K | 0.61% | +556+4.2% | Added |
| Centiva Capital, LP | 13,976 | $814.0K | 0.06% | +13,976 | New |
| Cerity Partners LLC | 14,303 | $834.0K | 0.01% | +2,827+24.6% | Added |
| Profund Advisors LLC | 14,488 | $844.0K | 0.06% | +391+2.8% | Added |
| Federated Hermes, Inc. | 14,551 | $848.0K | 0.00% | −909−5.9% | Reduced |
| Brinker Capital Investments, LLC | 14,577 | $849.0K | 0.02% | −201−1.4% | Reduced |