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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 17,722 | $1.12M | 0.01% | +970+5.8% | Added |
| Richard Bernstein Advisors LLC | 17,016 | $1.08M | 0.02% | +17,016 | New |
| Metropolitan Life Insurance Co | 16,786 | $1.06M | 0.05% | −489−2.8% | Reduced |
| Moody National Bank Trust Division | 16,440 | $1.04M | 0.09% | +472+3.0% | Added |
| SG Americas Securities, LLC | 16,334 | $1.03M | 0.02% | −2,249−12.1% | Reduced |
| Nordea Investment Management AB | 16,168 | $1.03M | 0.00% | +3,951+32.3% | Added |
| AXA S.A. | 16,304 | $1.03M | 0.00% | −14,223−46.6% | Reduced |
| HB Wealth Management, LLC | 16,201 | $1.03M | 0.02% | +423+2.7% | Added |
| Ossiam | 16,197 | $1.03M | 0.03% | −3,847−19.2% | Reduced |
| Sumitomo Life Insurance Co | 15,832 | $1.00M | 0.07% | −612−3.7% | Reduced |
| Neuberger Berman Group LLC | 15,543 | $984.4K | 0.00% | −127−0.8% | Reduced |
| Pettee Investors, Inc. | 15,368 | $973.0K | 0.48% | 00.0% | Unchanged |
| JustInvest LLC | 14,853 | $940.6K | 0.04% | −770−4.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,575 | $923.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 14,371 | $910.1K | 0.02% | +2,556+21.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,301 | $906.0K | 0.04% | +1,130+8.6% | Added |
| Huntington National Bank | 14,052 | $889.9K | 0.01% | −588−4.0% | Reduced |
| Profund Advisors LLC | 13,929 | $882.1K | 0.06% | −559−3.9% | Reduced |
| New Mexico Educational Retirement Board | 13,810 | $875.0K | 0.05% | −1,000−6.8% | Reduced |
| Tower Research Capital LLC (TRC) | 13,494 | $854.0K | 0.04% | −46,364−77.5% | Reduced |
| Brinker Capital Investments, LLC | 13,437 | $851.0K | 0.02% | −1,140−7.8% | Reduced |
| Hantz Financial Services, Inc. | 13,216 | $837.0K | 0.03% | −3,304−20.0% | Reduced |
| Aurora Investment Counsel | 13,033 | $825.4K | 0.57% | −759−5.5% | Reduced |
| Cornercap Investment Counsel Inc | 12,892 | $816.5K | 0.14% | +699+5.7% | Added |
| Kestra Advisory Services, LLC | 12,711 | $805.0K | 0.01% | +3,191+33.5% | Added |
| Everence Capital Management Inc | 12,530 | $794.0K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 12,444 | $788.1K | 0.07% | −8,578−40.8% | Reduced |
| Thrivent Financial for Lutherans | 12,431 | $787.0K | 0.00% | +53+0.4% | Added |
| Toews Corp | 12,400 | $785.3K | 0.39% | −4,800−27.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,290 | $778.3K | 0.00% | +1,390+12.8% | Added |
| Vestmark Advisory Solutions, Inc. | 12,165 | $770.5K | 0.04% | +248+2.1% | Added |
| Prospera Financial Services Inc | 11,587 | $733.8K | 0.04% | +34+0.3% | Added |
| Foster & Motley Inc | 11,048 | $700.0K | 0.06% | −386−3.4% | Reduced |
| Advisor Partners II, LLC | 10,938 | $692.7K | 0.04% | −779−6.6% | Reduced |
| United Services Automobile Association | 10,609 | $672.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 10,548 | $668.0K | 0.06% | +102+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,400 | $659.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 10,345 | $655.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,142 | $642.3K | 0.01% | +23+0.2% | Added |
| Finer Wealth Management, Inc. | 10,139 | $642.1K | 0.60% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 10,139 | $642.0K | 0.04% | −2,725−21.2% | Reduced |
| Mirador Capital Partners LP | 10,076 | $638.1K | 0.15% | +376+3.9% | Added |
| Federated Hermes, Inc. | 10,009 | $633.9K | 0.00% | −4,542−31.2% | Reduced |
| Jane Street Group, LLC | 9,533 | $603.7K | 0.00% | −32,865−77.5% | Reduced |
| Whittier Trust Co | 9,340 | $591.5K | 0.01% | +1,503+19.2% | Added |
| Veriti Management LLC | 9,286 | $588.1K | 0.08% | −6,943−42.8% | Reduced |
| Acorn Wealth Advisors, LLC | 9,249 | $586.0K | 0.45% | −30.0% | Reduced |
| Exchange Traded Concepts, LLC | 9,248 | $585.7K | 0.02% | −282−3.0% | Reduced |
| Glenmede Trust Co NA | 9,244 | $585.4K | 0.00% | −1,000−9.8% | Reduced |
| Thomas White International Ltd | 9,176 | $581.1K | 0.13% | −996−9.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,097 | $576.1K | 0.01% | −1,682−15.6% | Reduced |
| Raymond James Trust N.A. | 8,957 | $567.0K | 0.02% | +93+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 8,760 | $554.8K | 0.08% | +75+0.9% | Added |
| Ieq Capital, LLC | 8,742 | $553.7K | 0.02% | +2,820+47.6% | Added |
| Commerce Bank | 8,716 | $552.0K | 0.00% | −1,987−18.6% | Reduced |
| Cerity Partners LLC | 8,610 | $545.7K | 0.00% | −5,693−39.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,500 | $538.0K | 0.01% | +8,500 | New |
| MML Investors Services, LLC | 8,315 | $527.0K | 0.00% | −2,894−25.8% | Reduced |
| Quantinno Capital Management LP | 8,268 | $524.0K | 0.04% | +8,268 | New |
| Cetera Advisor Networks LLC | 8,175 | $517.7K | 0.00% | +3,608+79.0% | Added |
| Veritable, L.P. | 7,900 | $500.3K | 0.01% | −760−8.8% | Reduced |
| Boit C F David | 7,800 | $494.0K | 0.35% | 00.0% | Unchanged |
| Allstate Corp | 7,766 | $491.8K | 0.01% | +7,766 | New |
| Allstate Investment Management Co | 7,766 | $491.8K | 0.01% | +7,766 | New |
| Empirical Finance, LLC | 7,601 | $481.4K | 0.05% | +581+8.3% | Added |
| Bessemer Group Inc | 7,436 | $471.0K | 0.00% | −616−7.7% | Reduced |
| CWM, LLC | 7,204 | $456.0K | 0.00% | +5,302+278.8% | Added |
| Hudson Valley Investment Advisors Inc | 7,184 | $455.0K | 0.07% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 6,933 | $439.1K | 0.10% | +6+0.1% | Added |
| Amica Retiree Medical Trust | 6,927 | $439.0K | 0.56% | +3,964+133.8% | Added |
| International Assets Investment Management, LLC | 6,921 | $438.3K | 0.05% | +6,921 | New |
| Conning Inc. | 6,887 | $436.2K | 0.01% | −29−0.4% | Reduced |
| Vestcor Inc | 6,883 | $436.0K | 0.02% | +49+0.7% | Added |
| Meeder Advisory Services, Inc. | 6,869 | $435.0K | 0.05% | +6,869 | New |
| Bleakley Financial Group, LLC | 6,742 | $427.0K | 0.02% | +6,742 | New |
| Balentine LLC | 6,710 | $425.0K | 0.01% | +1,616+31.7% | Added |
| Signaturefd, LLC | 6,564 | $415.7K | 0.01% | +3,377+106.0% | Added |
| AIA Group Ltd | 6,519 | $412.8K | 0.03% | +4,004+159.2% | Added |
| Virtus ETF Advisers LLC | 6,491 | $411.1K | 0.21% | −17,954−73.4% | Reduced |
| Kestra Private Wealth Services, LLC | 6,479 | $410.3K | 0.02% | −123−1.9% | Reduced |
| RIA Advisory Group LLC | 6,440 | $407.8K | 0.24% | +6,440 | New |
| Versor Investments LP | 6,376 | $403.8K | 0.03% | −19,361−75.2% | Reduced |
| Cetera Investment Advisers | 6,373 | $403.6K | 0.00% | +2,869+81.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,366 | $403.2K | 0.01% | +4+0.1% | Added |
| Centennial Wealth Advisory LLC | 6,340 | $401.5K | 0.22% | +710+12.6% | Added |
| Blair William & Co | 6,250 | $395.8K | 0.00% | −957−13.3% | Reduced |
| Executive Wealth Management, LLC | 6,197 | $392.5K | 0.05% | +5,836+1,616.6% | Added |
| Wedbush Securities Inc | 6,163 | $390.0K | 0.02% | +10.0% | Added |
| Swiss Life Asset Management Ltd | 6,038 | $383.1K | 0.01% | +276+4.8% | Added |
| Atom Investors LP | 6,034 | $382.1K | 0.19% | +6,034 | New |
| IFP Advisors, Inc | 8,402 | $382.0K | 0.01% | −362−4.1% | Reduced |
| Metis Global Partners, LLC | 6,031 | $381.9K | 0.03% | +1,707+39.5% | Added |
| Credit Agricole S A | 5,936 | $375.9K | 0.01% | +5,936 | New |
| Contravisory Investment Management, Inc. | 5,797 | $367.1K | 0.10% | +5+0.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,775 | $366.0K | 0.32% | +330+6.1% | Added |
| Ronald Blue Trust, Inc. | 6,004 | $350.0K | 0.01% | +2,999+99.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $348.7K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 5,314 | $336.5K | 0.01% | +194+3.8% | Added |
| Wetherby Asset Management Inc | 5,210 | $329.9K | 0.02% | +874+20.2% | Added |
| Segall Bryant & Hamill, LLC | 5,176 | $327.0K | 0.00% | 00.0% | Unchanged |