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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 400 | $25.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $26.2K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $27.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 421 | $27.0K | 0.01% | +421 | New |
| Brown Brothers Harriman & Co | 455 | $28.8K | 0.00% | −139−23.4% | Reduced |
| Pinebridge Investments, L.P. | 464 | $29.4K | 0.00% | +464 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $30.3K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $31.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 505 | $32.0K | 0.00% | +480+1,920.0% | Added |
| Deseret Mutual Benefit Administrators | 531 | $33.6K | 0.01% | −442−45.4% | Reduced |
| Global Financial Private Client, LLC | 557 | $35.3K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 589 | $37.4K | 0.01% | +92+18.5% | Added |
| AdvisorNet Financial, Inc | 621 | $39.3K | 0.00% | −290−31.8% | Reduced |
| Center for Financial Planning, Inc. | 663 | $42.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 664 | $42.0K | 0.01% | −500−43.0% | Reduced |
| Vigilant Capital Management, LLC | 660 | $42.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 666 | $42.2K | 0.01% | −155−18.9% | Reduced |
| State of Wyoming | 701 | $44.4K | 0.01% | +23+3.4% | Added |
| Kistler-Tiffany Companies, LLC | 738 | $46.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $47.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 761 | $48.2K | 0.00% | −3−0.4% | Reduced |
| Altshuler Shaham Ltd | 763 | $48.3K | 0.00% | +75+10.9% | Added |
| Lindbrook Capital, LLC | 795 | $50.3K | 0.01% | +34+4.5% | Added |
| Proequities, Inc. | 817 | $51.7K | 0.00% | +76+10.3% | Added |
| Cullen/Frost Bankers, Inc. | 818 | $51.8K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 823 | $52.1K | 0.01% | +775+1,614.6% | Added |
| Institutional & Family Asset Management, LLC | 865 | $54.8K | 0.01% | −164−15.9% | Reduced |
| CVA Family Office, LLC | 865 | $54.8K | 0.01% | +50+6.1% | Added |
| Desjardins Global Asset Management Inc. | 876 | $55.0K | 0.01% | +26+3.1% | Added |
| Cranbrook Wealth Management, LLC | 873 | $55.3K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 975 | $61.7K | 0.00% | +183+23.1% | Added |
| American State Bank (Iowa) | 998 | $63.2K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,003 | $63.5K | 0.01% | −10−1.0% | Reduced |
| Clearstead Advisors, LLC | 1,017 | $64.4K | 0.01% | −21−2.0% | Reduced |
| Spire Wealth Management | 1,031 | $65.0K | 0.00% | +99+10.6% | Added |
| Harbour Investments, Inc. | 1,036 | $65.6K | 0.00% | +8+0.8% | Added |
| Private Trust Co NA | 1,059 | $67.0K | 0.01% | −337−24.1% | Reduced |
| Caldwell Trust Co | 1,087 | $68.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $69.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,140 | $72.2K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $76.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,201 | $76.1K | 0.00% | −525−30.4% | Reduced |
| Sutton Wealth Advisors Inc. | 1,223 | $77.5K | 0.03% | −19−1.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,264 | $80.0K | 0.00% | −129−9.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,334 | $84.5K | 0.00% | +1,334 | New |
| Beacon Capital Management, LLC | 1,364 | $86.4K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,387 | $87.8K | 0.02% | +153+12.4% | Added |
| Costello Asset Management, INC | 1,408 | $89.2K | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,415 | $89.6K | 0.00% | +921+186.4% | Added |
| Farther Finance Advisors, LLC | 1,415 | $89.6K | 0.03% | +1,415 | New |
| Oakworth Capital, Inc. | 1,495 | $94.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,534 | $97.2K | 0.00% | −174−10.2% | Reduced |
| Acadian Asset Management LLC | 1,551 | $98.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,574 | $99.7K | 0.01% | −202−11.4% | Reduced |
| PEAK6 Investments LLC | 1,630 | $103.2K | 0.01% | +1,609+7,661.9% | Added |
| First Financial Corp | 1,705 | $108.0K | 0.07% | −23−1.3% | Reduced |
| Blue Chip Partners, Inc. | 1,738 | $110.0K | 0.01% | +4+0.2% | Added |
| Virtus Investment Advisers, Inc. | 1,768 | $112.0K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,808 | $114.5K | 0.01% | +10+0.6% | Added |
| Allworth Financial LP | 1,821 | $115.3K | 0.00% | +543+42.5% | Added |
| Belpointe Asset Management LLC | 1,875 | $118.8K | 0.01% | −175−8.5% | Reduced |
| Colonial Trust Co | 1,892 | $119.8K | 0.03% | +1,892 | New |
| FWL Investment Management, LLC | 2,250 | $142.5K | 0.11% | +2,250 | New |
| Alan B. Lancz & Associates, Inc. | 2,336 | $149.3K | 0.15% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,493 | $157.9K | 0.01% | +12+0.5% | Added |
| US Asset Management LLC | 2,681 | $170.0K | 0.18% | +2,681 | New |
| CoreCap Advisors, LLC | 2,770 | $175.5K | 0.01% | +2,770 | New |
| Quadrature Capital Ltd | 3,188 | $201.9K | 0.01% | −13,547−81.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,198 | $202.5K | 0.05% | +3,198 | New |
| Journey Advisory Group, LLC | 3,200 | $202.7K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,209 | $203.0K | 0.01% | +3,209 | New |
| Beacon Pointe Advisors, LLC | 3,217 | $203.8K | 0.00% | −841−20.7% | Reduced |
| Orion Portfolio Solutions, LLC | 3,235 | $204.9K | 0.01% | +3,235 | New |
| Horizon Investments, LLC | 3,378 | $212.0K | 0.01% | +3,378 | New |
| Crewe Advisors LLC | 3,372 | $213.5K | 0.03% | +392+13.2% | Added |
| MKT Advisors LLC | 3,270 | $213.8K | 0.16% | +3,270 | New |
| Patton Fund Management, Inc. | 3,385 | $214.0K | 0.06% | +3,385 | New |
| VeraBank, N.A. | 3,400 | $215.3K | 0.11% | +3,400 | New |
| Full Sail Capital, LLC | 3,404 | $215.6K | 0.02% | +3,404 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3,406 | $215.7K | 0.17% | +3,406 | New |
| Cubist Systematic Strategies, LLC | 3,406 | $215.7K | 0.00% | −293,324−98.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,504 | $216.2K | 0.01% | −294−7.7% | Reduced |
| Strait & Sound Wealth Management LLC | 3,474 | $220.5K | 0.24% | +3,474 | New |
| KCM Investment Advisors LLC | 3,499 | $222.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,508 | $222.2K | 0.02% | +27+0.8% | Added |
| Cigna Investments Inc | 3,573 | $226.0K | 0.05% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,622 | $229.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,650 | $231.2K | 0.04% | +3,650 | New |
| Clarius Group, LLC | 3,660 | $232.0K | 0.02% | −661−15.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,717 | $235.4K | 0.00% | −8,490−69.6% | Reduced |
| Jmac Enterprises LLC | 3,792 | $240.1K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,830 | $242.6K | 0.01% | +3,830 | New |
| Central Trust Co | 3,843 | $243.4K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,931 | $248.9K | 0.01% | −85−2.1% | Reduced |
| Pathstone Family Office, LLC | 8,842 | $250.5K | 0.01% | +3,531+66.5% | Added |
| Endurance Wealth Management, Inc. | 4,000 | $253.0K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,018 | $254.5K | 0.12% | −14,786−78.6% | Reduced |
| Stephens Consulting, LLC | 4,025 | $254.9K | 0.17% | +5+0.1% | Added |
| Financial Advisors Network, Inc. | 4,030 | $255.2K | 0.07% | +4,030 | New |
| Beacon Bridge Wealth Partners, LLC | 4,061 | $257.2K | 0.19% | +4,061 | New |