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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 5,695 | $332.0K | 0.06% | +5,089+839.8% | Added |
| Centennial Wealth Advisory LLC | 5,630 | $328.0K | 0.19% | +482+9.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $321.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 5,488 | $320.0K | 0.01% | +5,488 | New |
| Oak Thistle LLC | 5,453 | $318.0K | 1.15% | +5,453 | New |
| Pinnacle Wealth Management Group, Inc. | 5,445 | $317.0K | 0.28% | −100−1.8% | Reduced |
| MQS Management LLC | 5,372 | $313.0K | 0.20% | +5,372 | New |
| Pathstone Family Office, LLC | 5,311 | $309.6K | 0.01% | +256+5.1% | Added |
| Segall Bryant & Hamill, LLC | 5,176 | $301.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 5,113 | $298.0K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 5,120 | $298.0K | 0.01% | +27+0.5% | Added |
| Balentine LLC | 5,094 | $297.0K | 0.01% | −1,264−19.9% | 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 |
| Great Lakes Advisors, LLC | 4,933 | $287.0K | 0.01% | −454−8.4% | Reduced |
| Bailard, Inc. | 4,876 | $284.0K | 0.01% | −3,425−41.3% | Reduced |
| Capital Investment Advisors, LLC | 4,793 | $279.0K | 0.01% | +4+0.1% | 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 |
| Alpha Paradigm Partners, LLC | 4,685 | $273.0K | 0.12% | +301+6.9% | Added |
| 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 |
| Cetera Advisor Networks LLC | 4,567 | $266.0K | 0.00% | −963−17.4% | Reduced |
| First Heartland Consultants, Inc. | 4,732 | $265.0K | 0.04% | +40+0.9% | Added |
| RWM Asset Management, LLC | 4,497 | $262.0K | 0.06% | +1,182+35.7% | Added |
| Values First Advisors, Inc. | 4,483 | $261.0K | 0.19% | +1,473+48.9% | Added |
| Arrowstreet Capital, Limited Partnership | 4,468 | $260.0K | 0.00% | +4,468 | New |
| Oliver Lagore Vanvalin Investment Group | 4,450 | $259.0K | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 4,418 | $257.0K | 0.03% | −40−0.9% | Reduced |
| CIBC World Markets Corp | 4,403 | $256.0K | 0.00% | −15,851−78.3% | Reduced |
| Stratos Wealth Partners, LTD. | 4,360 | $254.0K | 0.01% | +648+17.5% | Added |
| Wetherby Asset Management Inc | 4,336 | $253.0K | 0.02% | +254+6.2% | Added |
| 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 |
| Triasima Portfolio Management inc. | 4,300 | $250.0K | 0.02% | +4,300 | New |
| Aviva PLC | 4,282 | $249.0K | 0.00% | −36,487−89.5% | Reduced |
| Strategy Asset Managers LLC | 4,226 | $246.0K | 0.07% | +4,226 | New |
| Financial Counselors Inc | 4,205 | $245.0K | 0.01% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 4,065 | $237.0K | 0.12% | +562+16.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,028 | $235.0K | 0.08% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,020 | $234.1K | 0.21% | +5+0.1% | Added |
| 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 |
| Endurance Wealth Management, Inc. | 4,000 | $233.0K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,949 | $230.0K | 0.10% | −715−15.3% | Reduced |
| 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 |
| Alaska Permanent Fund Corp | 3,862 | $225.0K | 0.00% | +780+25.3% | Added |
| Central Trust Co | 3,843 | $224.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Meeder Asset Management Inc | 3,772 | $220.0K | 0.01% | +200+5.6% | Added |
| OneAscent Financial Services LLC | 3,753 | $219.0K | 0.09% | +704+23.1% | Added |
| Apollon Wealth Management, LLC | 3,734 | $217.0K | 0.02% | −346−8.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,652 | $213.0K | 0.00% | +19+0.5% | Added |
| Azimuth Capital Investment Management LLC | 3,622 | $211.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,597 | $209.0K | 0.00% | −138−3.7% | Reduced |
| Cigna Investments Inc | 3,573 | $208.0K | 0.05% | −139−3.7% | Reduced |
| 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 |
| Ronald Blue Trust, Inc. | 3,005 | $203.0K | 0.00% | +142+5.0% | Added |
| Venture Visionary Partners LLC | 3,481 | $202.0K | 0.02% | +58+1.7% | Added |
| Quadrant Capital Group LLC | 3,234 | $188.0K | 0.02% | +430+15.3% | 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 |
| Crewe Advisors LLC | 2,980 | $174.0K | 0.03% | +3+0.1% | Added |
| Amica Retiree Medical Trust | 2,963 | $173.0K | 0.22% | −1,166−28.2% | Reduced |
| Pacer Advisors, Inc. | 2,717 | $158.0K | 0.00% | −128,890−97.9% | Reduced |
| FourThought Financial, LLC | 2,526 | $147.0K | 0.02% | −1,978−43.9% | Reduced |
| AIA Group Ltd | 2,515 | $146.0K | 0.01% | −1,549−38.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,481 | $144.0K | 0.01% | −193−7.2% | Reduced |
| Wipfli Financial Advisors LLC, | 2,404 | $140.0K | 0.01% | +2,404 | New |
| Alan B. Lancz & Associates, Inc. | 2,336 | $136.0K | 0.16% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,301 | $134.0K | 0.01% | −272−10.6% | Reduced |
| Belpointe Asset Management LLC | 2,050 | $119.0K | 0.01% | +418+25.6% | Added |
| Sentry Investment Management LLC | 1,956 | $114.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,902 | $111.0K | 0.00% | +165+9.5% | Added |
| TD Private Client Wealth LLC | 1,798 | $104.7K | 0.01% | +53+3.0% | 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 |
| 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 |
| Parallel Advisors, LLC | 1,726 | $100.0K | 0.00% | −147−7.8% | Reduced |
| Gradient Investments LLC | 1,708 | $99.0K | 0.00% | +113+7.1% | Added |
| Dividend Assets Capital, LLC | 1,426 | $96.0K | 0.02% | −3,004−67.8% | Reduced |
| Beacon Capital Management, LLC | 1,364 | $93.0K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $90.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $87.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $82.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 1,278 | $74.0K | 0.00% | +223+21.1% | Added |
| Sutton Wealth Advisors Inc. | 1,242 | $72.3K | 0.03% | −18−1.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,234 | $72.0K | 0.02% | +1,088+745.2% | Added |
| Alta Advisers Ltd | 1,200 | $70.0K | 0.04% | +1,200 | New |
| Harbour Investments, Inc. | 1,028 | $69.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,164 | $67.0K | 0.01% | +1,164 | New |