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, Q4 2022
Institutional positions in CMS Energy Corp as of Dec 31, 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
- 636
- +19 vs. Q3 2022
- Shares held
- 272.7M
- +6.09M (+2.3%) vs. Q3 2022
- Total value
- $17.2B
- +$1.71B (+11.0%) vs. Q3 2022
- New holders
- 86
- 257 more added
- Sold out
- 67
- 197 more reduced
11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Vermont | 1 | $63 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $253 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 4 | $257 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $291 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $317 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $380 | 0.00% | +1+20.0% | Added |
| Key Financial Inc | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 63 | $436 | 0.00% | +63 | New |
| Addison Advisors LLC | 8 | $507 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $570 | 0.00% | −40−81.6% | Reduced |
| Fiduciary Alliance LLC | 12 | $731 | 0.00% | +12 | New |
| MCF Advisors LLC | 12 | $760 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $760 | 0.00% | +12 | New |
| New Millennium Group LLC | 12 | $760 | 0.00% | +12 | New |
| Ten Capital Wealth Advisors, LLC | 13 | $823 | 0.00% | +13 | New |
| Creative Financial Designs Inc | 14 | $887 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $887 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $946 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −60−84.5% | Reduced |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Sageworth Trust Co | 11 | $1.00K | 0.00% | +11 | New |
| Disciplined Investments, LLC | 19 | $1.20K | 0.00% | −1−5.0% | Reduced |
| Schubert & Co | 25 | $1.58K | 0.00% | −13−34.2% | Reduced |
| Magnolia Capital Management Ltd | 38 | $2.00K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 34 | $2.15K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 39 | $2.47K | 0.00% | +39 | New |
| Carolinas Wealth Consulting LLC | 40 | $2.53K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $2.65K | 0.00% | +8 | New |
| Trifecta Capital Advisors, LLC | 42 | $2.66K | 0.00% | +42 | New |
| Federation des caisses Desjardins du Quebec | 44 | $2.79K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 47 | $2.98K | 0.00% | −257−84.5% | Reduced |
| Stonebridge Capital Advisors LLC | 47 | $2.98K | 0.00% | −11−19.0% | Reduced |
| Cambridge Trust Co | 55 | $3.00K | 0.00% | −891−94.2% | Reduced |
| American National Bank | 44 | $3.00K | 0.00% | +9+25.7% | Added |
| HighMark Wealth Management LLC | 48 | $3.04K | 0.00% | −30−38.5% | Reduced |
| Heritage Wealth Management, LLC | 48 | $3.04K | 0.00% | +48 | New |
| Accurate Wealth Management, LLC | 50 | $3.26K | 0.00% | +50 | New |
| Cary Street Partner Investment Advisory LLC | 52 | $3.29K | 0.00% | +52 | New |
| Eagle Bay Advisors LLC | 59 | $3.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $3.86K | 0.00% | +1+1.7% | Added |
| Comerica Securities,inc. | 62 | $3.93K | 0.00% | +62 | New |
| Concord Wealth Partners | 62 | $3.93K | 0.00% | +62 | New |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 56 | $4.00K | 0.00% | +21+60.0% | Added |
| PrairieView Partners, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Cornerstone Planning Group LLC | 68 | $4.16K | 0.00% | +68 | New |
| Cassady Schiller Wealth Management, LLC | 78 | $4.94K | 0.00% | +78 | New |
| TCI Wealth Advisors, Inc. | 86 | $5.45K | 0.00% | −87−50.3% | Reduced |
| Norway Savings Bank | 88 | $5.57K | 0.00% | +88 | New |
| Bangor Savings Bank | 88 | $6.00K | 0.00% | +88 | New |
| Horan Securities, Inc. | 95 | $6.02K | 0.00% | +58+156.8% | Added |
| Glen Eagle Advisors, LLC | 100 | $6.33K | 0.00% | −16−13.8% | Reduced |
| Bogart Wealth, LLC | 100 | $6.33K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $6.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 101 | $6.40K | 0.00% | +59+140.5% | Added |
| Romano Brothers and Company | 105 | $6.65K | 0.00% | +105 | New |
| HM Payson & Co | 111 | $7.03K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 111 | $7.03K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $7.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 117 | $7.41K | 0.00% | −249−68.0% | Reduced |
| Atticus Wealth Management, LLC | 120 | $7.60K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 129 | $8.17K | 0.00% | +11+9.3% | Added |
| JFS Wealth Advisors, LLC | 134 | $8.49K | 0.00% | −17−11.3% | Reduced |
| Meeder Asset Management Inc | 137 | $8.68K | 0.00% | −3,635−96.4% | Reduced |
| Seldon Capital LP | 138 | $8.74K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 139 | $8.80K | 0.00% | +27+24.1% | Added |
| DT Investment Partners, LLC | 145 | $9.18K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 148 | $9.37K | 0.00% | −9−5.7% | Reduced |
| West Paces Advisors Inc. | 154 | $9.75K | 0.00% | −315−67.2% | Reduced |
| Prestige Wealth Management Group LLC | 164 | $10.4K | 0.00% | +38+30.2% | Added |
| MV Capital Management, Inc. | 183 | $11.6K | 0.00% | +98+115.3% | Added |
| Johnson Financial Group, Inc. | 184 | $11.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $12.1K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 211 | $13.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 216 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 222 | $14.0K | 0.01% | +222 | New |
| Covestor Ltd | 253 | $16.0K | 0.01% | −471−65.1% | Reduced |
| Hexagon Capital Partners LLC | 260 | $16.5K | 0.00% | +124+91.2% | Added |
| ICA Group Wealth Management, LLC | 271 | $17.2K | 0.00% | +271 | New |
| Zions Bancorporation, N.A. | 291 | $18.4K | 0.00% | −12−4.0% | Reduced |
| Toth Financial Advisory Corp | 293 | $18.6K | 0.00% | −40−12.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 294 | $18.6K | 0.01% | +294 | New |
| JNBA Financial Advisors | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 294 | $19.0K | 0.00% | −5,401−94.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 308 | $19.5K | 0.00% | +308 | New |
| Baker Avenue Asset Management, LP | 313 | $19.8K | 0.00% | +313 | New |
| Grove Bank & Trust | 311 | $20.0K | 0.00% | +311 | New |
| General Partner, Inc. | 319 | $20.2K | 0.02% | +319 | New |
| Earnest Partners LLC | 333 | $21.1K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $21.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 379 | $24.2K | 0.00% | +33+9.5% | Added |
| Achmea Investment Management B.V. | 418 | $25.0K | 0.00% | 00.0% | Unchanged |