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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1,140 | $66.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $64.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $63.3K | 0.01% | −200−15.5% | Reduced |
| 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 |
| GPS Wealth Strategies Group, LLC | 1,015 | $59.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,008 | $58.7K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 998 | $58.1K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 973 | $57.0K | 0.02% | −237−19.6% | Reduced |
| Cambridge Trust Co | 946 | $55.0K | 0.00% | −77−7.5% | Reduced |
| Spire Wealth Management | 932 | $54.0K | 0.00% | −507−35.2% | Reduced |
| AdvisorNet Financial, Inc | 911 | $53.0K | 0.01% | +25+2.8% | Added |
| Cranbrook Wealth Management, LLC | 873 | $51.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 850 | $49.0K | 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 |
| CVA Family Office, LLC | 815 | $47.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 792 | $46.0K | 0.00% | −197−19.9% | Reduced |
| First Horizon Advisors, Inc. | 764 | $45.0K | 0.00% | −55−6.7% | Reduced |
| Salem Investment Counselors Inc | 755 | $44.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 761 | $44.0K | 0.01% | +15+2.0% | Added |
| Kistler-Tiffany Companies, LLC | 738 | $43.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 741 | $43.0K | 0.00% | +16+2.2% | Added |
| Covestor Ltd | 724 | $42.0K | 0.04% | −992−57.8% | Reduced |
| Altshuler Shaham Ltd | 688 | $41.0K | 0.00% | −184−21.1% | Reduced |
| Center for Financial Planning, Inc. | 663 | $39.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 678 | $39.0K | 0.02% | +43+6.8% | Added |
| Vigilant Capital Management, LLC | 660 | $38.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Householder Group Estate & Retirement Specialist, LLC | 600 | $34.0K | 0.01% | +600 | New |
| Global Financial Private Client, LLC | 557 | $33.3K | 0.02% | 00.0% | Unchanged |
| 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 |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $28.0K | 0.00% | −2,900−85.8% | Reduced |
| West Paces Advisors Inc. | 469 | $27.3K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 462 | $27.0K | 0.00% | +462 | New |
| Front Row Advisors LLC | 420 | $25.0K | 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 |
| Mark Sheptoff Financial Planning, LLC | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 366 | $21.0K | 0.01% | +366 | New |
| TD Waterhouse Canada Inc. | 346 | $20.7K | 0.00% | −232−40.1% | 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 |
| Zions Bancorporation, N.A. | 303 | $18.0K | 0.00% | −1,454−82.8% | Reduced |
| 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 |
| TSFG, LLC | 216 | $13.0K | 0.01% | −13−5.7% | Reduced |
| Pinnacle Financial Partners Inc | 222 | $13.0K | 0.00% | +222 | New |
| Versant Capital Management, Inc | 211 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $11.0K | 0.00% | +35+22.4% | 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 |
| Glassman Wealth Services | 157 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 151 | $9.00K | 0.00% | +9+6.3% | Added |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 116 | $6.76K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 44 | $2.56K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $2.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |