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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 4,095 | $259.0K | 0.07% | −131−3.1% | Reduced |
| Financial Counselors Inc | 4,105 | $260.0K | 0.01% | −100−2.4% | Reduced |
| Alaska Permanent Fund Corp | 4,171 | $264.0K | 0.00% | +309+8.0% | Added |
| Massmutual Trust Co FSB | 4,196 | $266.0K | 0.01% | +272+6.9% | Added |
| Prosperity Financial Group, Inc. | 4,205 | $266.3K | 0.29% | +4,205 | New |
| NinePointTwo Capital | 4,223 | $267.0K | 0.11% | +4,223 | New |
| Pitcairn Co | 4,245 | $268.8K | 0.03% | −173−3.9% | Reduced |
| Aviva PLC | 4,282 | $271.2K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,303 | $272.5K | 0.00% | +706+19.6% | Added |
| Symmetry Partners, LLC | 4,324 | $274.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,365 | $276.5K | 0.01% | +5+0.1% | Added |
| Pointe Capital Management LLC | 4,379 | $277.0K | 0.21% | −288−6.2% | Reduced |
| First Heartland Consultants, Inc. | 4,403 | $278.9K | 0.04% | −329−7.0% | Reduced |
| OneAscent Financial Services LLC | 4,399 | $279.0K | 0.12% | +646+17.2% | Added |
| Rockefeller Capital Management L.P. | 4,452 | $281.0K | 0.00% | +2,717+156.6% | Added |
| V Wealth Advisors LLC | 4,444 | $281.4K | 0.06% | +4,444 | New |
| Oliver Lagore Vanvalin Investment Group | 4,450 | $281.8K | 0.16% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 4,496 | $285.0K | 0.13% | +431+10.6% | Added |
| Private Advisor Group, LLC | 21,241 | $289.3K | 0.01% | −102−0.5% | Reduced |
| Fulton Bank, N.A. | 4,611 | $292.0K | 0.02% | +4,611 | New |
| Qtron Investments LLC | 4,637 | $293.7K | 0.06% | −2,110−31.3% | Reduced |
| Alpha Paradigm Partners, LLC | 4,685 | $297.0K | 0.12% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $301.0K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,760 | $301.5K | 0.03% | +4,760 | New |
| Values First Advisors, Inc. | 4,762 | $301.6K | 0.21% | +279+6.2% | Added |
| Capital Investment Advisors, LLC | 4,813 | $305.0K | 0.01% | +20+0.4% | Added |
| Bailard, Inc. | 4,876 | $308.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,894 | $309.9K | 0.04% | +1,660+51.3% | Added |
| Great Lakes Advisors, LLC | 4,955 | $313.8K | 0.02% | +22+0.4% | Added |
| Acrisure Capital Management, LLC | 4,992 | $316.1K | 0.35% | +4,992 | New |
| Tokio Marine Asset Management Co Ltd | 5,020 | $317.9K | 0.02% | +693+16.0% | Added |
| National Asset Management, Inc. | 5,087 | $322.2K | 0.01% | +421+9.0% | Added |
| Transcend Wealth Collective, LLC | 5,103 | $323.2K | 0.04% | +100+2.0% | Added |
| Krilogy Financial LLC | 5,113 | $323.8K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,118 | $324.1K | 0.04% | −988−16.2% | Reduced |
| Segall Bryant & Hamill, LLC | 5,176 | $327.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,210 | $329.9K | 0.02% | +874+20.2% | Added |
| Stephens Inc | 5,314 | $336.5K | 0.01% | +194+3.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $348.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,004 | $350.0K | 0.01% | +2,999+99.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,775 | $366.0K | 0.32% | +330+6.1% | Added |
| Contravisory Investment Management, Inc. | 5,797 | $367.1K | 0.10% | +5+0.1% | Added |
| Credit Agricole S A | 5,936 | $375.9K | 0.01% | +5,936 | New |
| Metis Global Partners, LLC | 6,031 | $381.9K | 0.03% | +1,707+39.5% | Added |
| IFP Advisors, Inc | 8,402 | $382.0K | 0.01% | −362−4.1% | Reduced |
| Atom Investors LP | 6,034 | $382.1K | 0.19% | +6,034 | New |
| Swiss Life Asset Management Ltd | 6,038 | $383.1K | 0.01% | +276+4.8% | Added |
| Wedbush Securities Inc | 6,163 | $390.0K | 0.02% | +10.0% | Added |
| Executive Wealth Management, LLC | 6,197 | $392.5K | 0.05% | +5,836+1,616.6% | Added |
| Blair William & Co | 6,250 | $395.8K | 0.00% | −957−13.3% | Reduced |
| Centennial Wealth Advisory LLC | 6,340 | $401.5K | 0.22% | +710+12.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,366 | $403.2K | 0.01% | +4+0.1% | Added |
| Cetera Investment Advisers | 6,373 | $403.6K | 0.00% | +2,869+81.9% | Added |
| Versor Investments LP | 6,376 | $403.8K | 0.03% | −19,361−75.2% | Reduced |
| RIA Advisory Group LLC | 6,440 | $407.8K | 0.24% | +6,440 | New |
| Kestra Private Wealth Services, LLC | 6,479 | $410.3K | 0.02% | −123−1.9% | Reduced |
| Virtus ETF Advisers LLC | 6,491 | $411.1K | 0.21% | −17,954−73.4% | Reduced |
| AIA Group Ltd | 6,519 | $412.8K | 0.03% | +4,004+159.2% | Added |
| Signaturefd, LLC | 6,564 | $415.7K | 0.01% | +3,377+106.0% | Added |
| Balentine LLC | 6,710 | $425.0K | 0.01% | +1,616+31.7% | Added |
| Bleakley Financial Group, LLC | 6,742 | $427.0K | 0.02% | +6,742 | New |
| Meeder Advisory Services, Inc. | 6,869 | $435.0K | 0.05% | +6,869 | New |
| Vestcor Inc | 6,883 | $436.0K | 0.02% | +49+0.7% | Added |
| Conning Inc. | 6,887 | $436.2K | 0.01% | −29−0.4% | Reduced |
| International Assets Investment Management, LLC | 6,921 | $438.3K | 0.05% | +6,921 | New |
| Amica Retiree Medical Trust | 6,927 | $439.0K | 0.56% | +3,964+133.8% | Added |
| Sanford Advisory Services, LLC | 6,933 | $439.1K | 0.10% | +6+0.1% | Added |
| Hudson Valley Investment Advisors Inc | 7,184 | $455.0K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 7,204 | $456.0K | 0.00% | +5,302+278.8% | Added |
| Bessemer Group Inc | 7,436 | $471.0K | 0.00% | −616−7.7% | Reduced |
| Empirical Finance, LLC | 7,601 | $481.4K | 0.05% | +581+8.3% | Added |
| Allstate Corp | 7,766 | $491.8K | 0.01% | +7,766 | New |
| Allstate Investment Management Co | 7,766 | $491.8K | 0.01% | +7,766 | New |
| Boit C F David | 7,800 | $494.0K | 0.35% | 00.0% | Unchanged |
| Veritable, L.P. | 7,900 | $500.3K | 0.01% | −760−8.8% | Reduced |
| Cetera Advisor Networks LLC | 8,175 | $517.7K | 0.00% | +3,608+79.0% | Added |
| Quantinno Capital Management LP | 8,268 | $524.0K | 0.04% | +8,268 | New |
| MML Investors Services, LLC | 8,315 | $527.0K | 0.00% | −2,894−25.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,500 | $538.0K | 0.01% | +8,500 | New |
| Cerity Partners LLC | 8,610 | $545.7K | 0.00% | −5,693−39.8% | Reduced |
| Commerce Bank | 8,716 | $552.0K | 0.00% | −1,987−18.6% | Reduced |
| Ieq Capital, LLC | 8,742 | $553.7K | 0.02% | +2,820+47.6% | Added |
| Plante Moran Financial Advisors, LLC | 8,760 | $554.8K | 0.08% | +75+0.9% | Added |
| Raymond James Trust N.A. | 8,957 | $567.0K | 0.02% | +93+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,097 | $576.1K | 0.01% | −1,682−15.6% | Reduced |
| Thomas White International Ltd | 9,176 | $581.1K | 0.13% | −996−9.8% | Reduced |
| Glenmede Trust Co NA | 9,244 | $585.4K | 0.00% | −1,000−9.8% | Reduced |
| Exchange Traded Concepts, LLC | 9,248 | $585.7K | 0.02% | −282−3.0% | Reduced |
| Acorn Wealth Advisors, LLC | 9,249 | $586.0K | 0.45% | −30.0% | Reduced |
| Veriti Management LLC | 9,286 | $588.1K | 0.08% | −6,943−42.8% | Reduced |
| Whittier Trust Co | 9,340 | $591.5K | 0.01% | +1,503+19.2% | Added |
| Jane Street Group, LLC | 9,533 | $603.7K | 0.00% | −32,865−77.5% | Reduced |
| Federated Hermes, Inc. | 10,009 | $633.9K | 0.00% | −4,542−31.2% | Reduced |
| Mirador Capital Partners LP | 10,076 | $638.1K | 0.15% | +376+3.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,139 | $642.0K | 0.04% | −2,725−21.2% | Reduced |
| Finer Wealth Management, Inc. | 10,139 | $642.1K | 0.60% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,142 | $642.3K | 0.01% | +23+0.2% | Added |
| Banque Cantonale Vaudoise | 10,345 | $655.0K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $659.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,548 | $668.0K | 0.06% | +102+1.0% | Added |