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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 18,575 | $1.08M | 0.02% | +2,008+12.1% | Added |
| SG Americas Securities, LLC | 18,583 | $1.08M | 0.02% | +8,733+88.7% | Added |
| First Republic Investment Management, Inc. | 18,524 | $1.08M | 0.00% | +3,936+27.0% | Added |
| Vident Investment Advisory, LLC | 19,490 | $1.07M | 0.03% | +5,572+40.0% | Added |
| Ergoteles LLC | 18,152 | $1.06M | 0.04% | +3,185+21.3% | Added |
| Creative Planning | 18,093 | $1.05M | 0.00% | +199+1.1% | Added |
| Mariner, LLC | 18,023 | $1.05M | 0.00% | +2,706+17.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,498 | $1.02M | 0.00% | +4,866+38.5% | Added |
| Metropolitan Life Insurance Co | 17,275 | $1.01M | 0.05% | −198−1.1% | Reduced |
| Chesley Taft & Associates LLC | 17,250 | $1.00M | 0.07% | 00.0% | Unchanged |
| Toews Corp | 17,200 | $1.00M | 0.74% | −400−2.3% | Reduced |
| Mercer Global Advisors Inc | 17,131 | $998.0K | 0.01% | −2,499−12.7% | Reduced |
| USA Financial Portformulas Corp | 16,939 | $987.0K | 1.56% | +16,909+56,363.3% | Added |
| Greenleaf Trust | 16,752 | $976.0K | 0.01% | +26+0.2% | Added |
| Quadrature Capital Ltd | 16,735 | $975.0K | 0.03% | +16,735 | New |
| Hantz Financial Services, Inc. | 16,520 | $962.0K | 0.03% | +20.0% | Added |
| Sumitomo Life Insurance Co | 16,444 | $958.0K | 0.04% | −1,247−7.0% | Reduced |
| Veriti Management LLC | 16,229 | $945.0K | 0.14% | +3,596+28.5% | Added |
| Moody National Bank Trust Division | 15,968 | $930.0K | 0.10% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 15,949 | $929.0K | 0.26% | +53+0.3% | Added |
| HB Wealth Management, LLC | 15,778 | $919.0K | 0.02% | +137+0.9% | Added |
| Neuberger Berman Group LLC | 15,670 | $915.0K | 0.00% | +2,883+22.5% | Added |
| JustInvest LLC | 15,623 | $910.0K | 0.04% | +977+6.7% | Added |
| Pettee Investors, Inc. | 15,368 | $895.0K | 0.48% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 14,810 | $863.0K | 0.05% | −1,300−8.1% | Reduced |
| Huntington National Bank | 14,640 | $853.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 14,577 | $849.0K | 0.02% | −201−1.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,575 | $849.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 14,551 | $848.0K | 0.00% | −909−5.9% | Reduced |
| Profund Advisors LLC | 14,488 | $844.0K | 0.06% | +391+2.8% | Added |
| Cerity Partners LLC | 14,303 | $834.0K | 0.01% | +2,827+24.6% | Added |
| Centiva Capital, LP | 13,976 | $814.0K | 0.06% | +13,976 | New |
| Aurora Investment Counsel | 13,792 | $803.0K | 0.61% | +556+4.2% | Added |
| Regentatlantic Capital LLC | 13,307 | $775.0K | 0.02% | −4,633−25.8% | Reduced |
| Aigen Investment Management, LP | 13,192 | $768.0K | 0.11% | +4,343+49.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,171 | $767.0K | 0.04% | −640−4.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,864 | $749.0K | 0.05% | −4,851−27.4% | Reduced |
| Everence Capital Management Inc | 12,530 | $730.0K | 0.07% | 00.0% | Unchanged |
| Nordea Investment Management AB | 12,217 | $729.0K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,378 | $721.0K | 0.00% | +66+0.5% | Added |
| Walleye Trading LLC | 12,330 | $718.0K | 0.02% | +12,330 | 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 |
| Cornercap Investment Counsel Inc | 12,193 | $710.0K | 0.13% | +12,193 | New |
| Vestmark Advisory Solutions, Inc. | 11,917 | $694.0K | 0.04% | −406−3.3% | Reduced |
| Advisors Asset Management, Inc. | 11,815 | $688.0K | 0.01% | +311+2.7% | Added |
| Advisor Partners II, LLC | 11,717 | $682.0K | 0.05% | +11,717 | New |
| Prospera Financial Services Inc | 11,553 | $673.0K | 0.04% | +1,606+16.1% | Added |
| Foster & Motley Inc | 11,434 | $666.0K | 0.06% | −25−0.2% | Reduced |
| Banque Pictet & Cie SA | 11,224 | $653.7K | 0.01% | −81−0.7% | Reduced |
| MML Investors Services, LLC | 11,209 | $653.0K | 0.00% | +2,499+28.7% | Added |
| Northwestern Mutual Wealth Management Co | 10,900 | $635.0K | 0.00% | +625+6.1% | Added |
| Rafferty Asset Management, LLC | 10,807 | $629.0K | 0.01% | +7,810+260.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,779 | $628.0K | 0.02% | −816−7.0% | Reduced |
| Commerce Bank | 10,703 | $623.0K | 0.01% | +1,697+18.8% | Added |
| United Services Automobile Association | 10,609 | $617.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,446 | $608.0K | 0.06% | +10,446 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $606.0K | 0.06% | +488+4.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,366 | $604.0K | 0.00% | +6,169+147.0% | Added |
| Banque Cantonale Vaudoise | 10,345 | $602.0K | 0.03% | −10,300−49.9% | Reduced |
| Glenmede Trust Co NA | 10,244 | $595.0K | 0.00% | +1,274+14.2% | Added |
| Thomas White International Ltd | 10,172 | $592.0K | 0.14% | +1,369+15.6% | Added |
| Finer Wealth Management, Inc. | 10,139 | $590.0K | 0.58% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,119 | $589.0K | 0.01% | +465+4.8% | Added |
| Mirador Capital Partners LP | 9,700 | $565.0K | 0.14% | −148−1.5% | Reduced |
| Machina Capital S.A.S. | 9,651 | $562.0K | 1.19% | +9,651 | New |
| Exchange Traded Concepts, LLC | 9,530 | $555.0K | 0.02% | +219+2.4% | Added |
| Kestra Advisory Services, LLC | 9,520 | $554.0K | 0.01% | +385+4.2% | Added |
| Acorn Wealth Advisors, LLC | 9,252 | $539.0K | 0.44% | +38+0.4% | Added |
| Community Capital Management, Inc. | 9,100 | $530.0K | 0.69% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,864 | $516.0K | 0.02% | +459+5.5% | 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 |
| Veritable, L.P. | 8,660 | $504.0K | 0.01% | +5+0.1% | Added |
| Bessemer Group Inc | 8,052 | $468.0K | 0.00% | +129+1.6% | Added |
| Kinneret Advisory, LLC | 7,924 | $465.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 7,837 | $457.0K | 0.01% | +139+1.8% | Added |
| Boit C F David | 7,800 | $454.0K | 0.37% | +7,800 | New |
| Magnetar Financial LLC | 7,275 | $424.0K | 0.01% | +7,275 | New |
| Blair William & Co | 7,207 | $420.0K | 0.00% | +439+6.5% | Added |
| Hudson Valley Investment Advisors Inc | 7,184 | $418.0K | 0.07% | −314−4.2% | Reduced |
| Boothbay Fund Management, LLC | 7,150 | $416.0K | 0.01% | +7,150 | New |
| Prelude Capital Management, LLC | 7,095 | $413.0K | 0.02% | +1,344+23.4% | Added |
| Empirical Finance, LLC | 7,020 | $409.0K | 0.05% | +1,156+19.7% | 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 |
| IFP Advisors, Inc | 8,764 | $399.0K | 0.01% | +965+12.4% | Added |
| 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 |
| Qtron Investments LLC | 6,747 | $393.0K | 0.10% | −2,324−25.6% | 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,362 | $371.0K | 0.01% | −39−0.6% | Reduced |
| Colony Group LLC | 6,282 | $366.0K | 0.01% | −5,186−45.2% | Reduced |
| Executive Wealth Management, LLC | 361 | $361.0K | 0.05% | −3,997−91.7% | Reduced |
| Wedbush Securities Inc | 6,162 | $359.0K | 0.02% | +10.0% | Added |
| Sawtooth Solutions, LLC | 6,106 | $356.0K | 0.05% | +1,695+38.4% | Added |
| Ieq Capital, LLC | 5,922 | $345.0K | 0.01% | +5,922 | New |
| Contravisory Investment Management, Inc. | 5,792 | $337.0K | 0.11% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,762 | $335.6K | 0.01% | −114−1.9% | Reduced |