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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 38 | $2.00K | 0.00% | +5+15.2% | Added |
| American National Bank | 35 | $2.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 34 | $1.98K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 25 | $1.00K | 0.00% | −242−90.6% | Reduced |
| South State Corp. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $1.00K | 0.00% | +1+5.3% | Added |
| Worth Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | +18 | New |
| Creative Financial Designs Inc | 14 | $1.00K | 0.00% | +14 | New |
| PEAK6 Investments LLC | 21 | $1.00K | 0.00% | +21 | New |
| Addison Advisors LLC | 8 | $0 | 0.00% | −240−96.8% | Reduced |
| WestEnd Advisors, LLC | 5 | $0 | 0.00% | +2+66.7% | Added |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $0 | 0.00% | +1 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| ClearBridge Investments Ltd | 0 | $0 | 0.00% | −1,035,079−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −387,589−100.0% | Sold out |
| Old Republic International Corporation | 0 | $0 | 0.00% | −375,000−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −164,300−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −105,286−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −65,196−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −38,936−100.0% | Sold out |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −32,175−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −8,320−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,860−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −5,988−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,137−100.0% | Sold out |
| VeraBank, N.A. | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| Full Sail Capital, LLC | 0 | $0 | 0.00% | −3,404−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −3,242−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −3,225−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,233−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −3,225−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −3,204−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −3,103−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −3,031−100.0% | Sold out |
| Stiles Financial Services Inc | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −2,962−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Karlinski Andrew C | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Enterprise Trust & Investment Co | – | – | – | – | Not filed |