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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.

Other share classesCMSACMSCCMSDCMS.PC

Q4 2022 vs. Q3 2022

How the institutions holding CMS Energy Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of CMS: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders62811636+19
Shares268.9M2.25M272.7M+6.09M (+2.3%)
Value$15.7B$130.8M$17.2B+$1.71B (+11.0%)

11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held CMS Energy Corp at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to CMS in Q4 2022
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC322,257$20.4M0.07%
Wedge Capital Management L L P296,092$18.8M0.30%
Decade Renewable Partners LP114,678$7.26M2.71%
Cipher Capital LP75,940$4.81M0.91%
Penserra Capital Management LLC56,847$3.60M0.08%
La Banque Postale Asset Management SA50,693$3.21M0.09%
First American Bank40,150$2.54M0.24%
Greenland Capital Management LP39,429$2.50M0.46%
Intact Investment Management Inc.39,200$2.48M0.11%
Ferguson Wellman Capital Management, Inc30,273$1.92M0.05%
CI Private Wealth, LLC27,346$1.73M0.01%
Bellwether Advisors, LLC26,940$1.71M0.50%
Duality Advisers, LP25,345$1.61M0.18%
B.O.S.S. Retirement Advisors, LLC24,967$1.58M0.40%
Inceptionr LLC21,104$1.34M0.70%
Pallas Capital Advisors LLC18,943$1.17M0.12%
Richard Bernstein Advisors LLC17,016$1.08M0.02%
Meiji Yasuda Life Insurance Co8,500$538.0K0.01%
Quantinno Capital Management LP8,268$524.0K0.04%
Allstate Corp7,766$491.8K0.01%
Allstate Investment Management Co7,766$491.8K0.01%
International Assets Investment Management, LLC6,921$438.3K0.05%
Meeder Advisory Services, Inc.6,869$435.0K0.05%
Bleakley Financial Group, LLC6,742$427.0K0.02%
RIA Advisory Group LLC6,440$407.8K0.24%
Atom Investors LP6,034$382.1K0.19%
Credit Agricole S A5,936$375.9K0.01%
Acrisure Capital Management, LLC4,992$316.1K0.35%
WSFS Capital Management, LLC4,760$301.5K0.03%
Fulton Bank, N.A.4,611$292.0K0.02%
V Wealth Advisors LLC4,444$281.4K0.06%
NinePointTwo Capital4,223$267.0K0.11%
Prosperity Financial Group, Inc.4,205$266.3K0.29%
Beacon Bridge Wealth Partners, LLC4,061$257.2K0.19%
Financial Advisors Network, Inc.4,030$255.2K0.07%
Coldstream Capital Management Inc3,830$242.6K0.01%
Pinnacle Wealth Planning Services, Inc.3,650$231.2K0.04%
Strait & Sound Wealth Management LLC3,474$220.5K0.24%
Henrickson Nauta Wealth Advisors, Inc.3,406$215.7K0.17%
Full Sail Capital, LLC3,404$215.6K0.02%
VeraBank, N.A.3,400$215.3K0.11%
Patton Fund Management, Inc.3,385$214.0K0.06%
MKT Advisors LLC3,270$213.8K0.16%
Horizon Investments, LLC3,378$212.0K0.01%
Orion Portfolio Solutions, LLC3,235$204.9K0.01%
Stock Yards Bank & Trust Co3,209$203.0K0.01%
Fund Management at Engine No. 1 LLC3,198$202.5K0.05%
CoreCap Advisors, LLC2,770$175.5K0.01%
US Asset Management LLC2,681$170.0K0.18%
FWL Investment Management, LLC2,250$142.5K0.11%
Colonial Trust Co1,892$119.8K0.03%
Farther Finance Advisors, LLC1,415$89.6K0.03%
U.S. Capital Wealth Advisors, LLC1,334$84.5K0.00%
Pinebridge Investments, L.P.464$29.4K0.00%
Park Place Capital Corp421$27.0K0.01%
General Partner, Inc.319$20.2K0.02%
Grove Bank & Trust311$20.0K0.00%
Baker Avenue Asset Management, LP313$19.8K0.00%
Advisory Services Network, LLC308$19.5K0.00%
MinichMacGregor Wealth Management, LLC294$18.6K0.01%
ICA Group Wealth Management, LLC271$17.2K0.00%
Riverview Trust Co222$14.0K0.01%
Romano Brothers and Company105$6.65K0.00%
Bangor Savings Bank88$6.00K0.00%
Norway Savings Bank88$5.57K0.00%
Cassady Schiller Wealth Management, LLC78$4.94K0.00%
Cornerstone Planning Group LLC68$4.16K0.00%
PrairieView Partners, LLC75$4.00K0.00%
Comerica Securities,inc.62$3.93K0.00%
Concord Wealth Partners62$3.93K0.00%
Cary Street Partner Investment Advisory LLC52$3.29K0.00%
Accurate Wealth Management, LLC50$3.26K0.00%
Heritage Wealth Management, LLC48$3.04K0.00%
Trifecta Capital Advisors, LLC42$2.66K0.00%
Tfo-TDC, LLC8$2.65K0.00%
Boyd Watterson Asset Management LLC39$2.47K0.00%
Magnolia Capital Management Ltd38$2.00K0.00%
Asset Dedication, LLC8$1.00K0.00%
Sageworth Trust Co11$1.00K0.00%
Ten Capital Wealth Advisors, LLC13$8230.00%
Colonial Trust Advisors12$7600.00%
New Millennium Group LLC12$7600.00%
Fiduciary Alliance LLC12$7310.00%
Sofos Investments, Inc.63$4360.00%
Wolff Wiese Magana LLC5$3170.00%
True Wealth Design, LLC4$2530.00%

Sold out (67)

Institutions that held CMS Energy Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of CMS in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Qube Research & Technologies Ltd356,707$20.8M
Abeille Asset Management SA234,968$13.7M
Twinbeech Capital LP137,477$8.01M
MUFG Americas Holdings Corp129,350$7.53M
Point72 Hong Kong Ltd69,738$4.06M
Robeco Institutional Asset Management B.V.67,973$3.96M
Jupiter Asset Management Ltd60,977$3.55M
Quantbot Technologies LP58,874$3.43M
Marshall Wace, LLP49,297$2.87M
Aquatic Capital Management LLC47,200$2.75M
Wexford Capital LP42,301$2.46M
CIBC World Markets Inc.38,112$2.22M
Tudor Investment Corp Et Al33,593$1.96M
HRT Financial LP32,895$1.92M
Engineers Gate Manager LP31,105$1.81M
Two Sigma Investments, LP24,828$1.45M
Steel Peak Wealth Management LLC24,440$1.42M
Campbell & CO Investment Adviser LLC24,308$1.42M
Wealth Enhancement Advisory Services, LLC22,502$1.24M
Tobam19,207$1.12M
Manatuck Hill Partners, LLC19,000$1.11M
Ergoteles LLC18,152$1.06M
Centiva Capital, LP13,976$814.0K
Aigen Investment Management, LP13,192$768.0K
Walleye Trading LLC12,330$718.0K
Healthcare of Ontario Pension Plan Trust Fund10,366$604.0K
Machina Capital S.A.S.9,651$562.0K
Kinneret Advisory, LLC7,924$465.0K
Magnetar Financial LLC7,275$424.0K
Boothbay Fund Management, LLC7,150$416.0K
Prelude Capital Management, LLC7,095$413.0K
XTX Topco Ltd6,839$398.0K
PDS Planning, Inc6,614$385.0K
Colony Group LLC6,282$366.0K
Oak Thistle LLC5,453$318.0K
MQS Management LLC5,372$313.0K
Equitable Trust Co5,000$291.0K
Cypress Capital Management LLC4,760$277.0K
RWM Asset Management, LLC4,497$262.0K
Arrowstreet Capital, Limited Partnership4,468$260.0K
Triasima Portfolio Management inc.4,300$250.0K
First National Bank of Mount Dora, Trust Investment Services4,028$235.0K
West Family Investments, Inc.3,949$230.0K
Apollon Wealth Management, LLC3,734$217.0K
Sentry Investment Management LLC1,956$114.0K
Dividend Assets Capital, LLC1,426$96.0K
GPS Wealth Strategies Group, LLC1,015$59.0K
Cornerstone Management, Inc.1,008$58.7K
Householder Group Estate & Retirement Specialist, LLC600$34.0K
Motco500$29.0K
Pinnacle Financial Partners Inc222$13.0K
Cowa, LLC173$10.0K
Almanack Investment Partners, LLC.114$7.00K
Leelyn Smith, LLC120$7.00K
Country Trust Bank100$6.00K
Ellis Investment Partners, LLC120$6.00K
Bank of New Hampshire77$4.00K
EdgeRock Capital LLC62$4.00K
First Command Bank57$3.00K
First Command Financial Services, Inc.57$3.00K
Mascoma Wealth Management LLC45$3.00K
Evoke Wealth, LLC44$3.00K
Loring Wolcott & Coolidge Fiduciary Advisors LLP36$2.00K
Smithfield Trust Co28$2.00K
IAG Wealth Partners, LLC34$2.00K
South State Corp.22$1.00K
Worth Asset Management, LLC11$1.00K

Not filed for Q4 2022 yet (11)

Institutions that held CMS Energy Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management2,182,618$127.1M
USA Financial Portformulas Corp16,939$987.0K
Regentatlantic Capital LLC13,307$775.0K
Sante Capital Fund, LP12,208$711.0K
Redpoint Investment Management Pty Ltd8,690$506.0K
Corient Capital Partners, LLC3,391$229.0K
FourThought Financial, LLC2,526$147.0K
Wipfli Financial Advisors LLC,2,404$140.0K
American Portfolios Advisors2,301$134.0K
Strategic Asset Management, LLC606$35.0K
Covington Capital Management462$27.0K