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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 5,118 | $324.1K | 0.04% | −988−16.2% | Reduced |
| Krilogy Financial LLC | 5,113 | $323.8K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,103 | $323.2K | 0.04% | +100+2.0% | Added |
| National Asset Management, Inc. | 5,087 | $322.2K | 0.01% | +421+9.0% | Added |
| Tokio Marine Asset Management Co Ltd | 5,020 | $317.9K | 0.02% | +693+16.0% | Added |
| Acrisure Capital Management, LLC | 4,992 | $316.1K | 0.35% | +4,992 | New |
| Great Lakes Advisors, LLC | 4,955 | $313.8K | 0.02% | +22+0.4% | Added |
| Quadrant Capital Group LLC | 4,894 | $309.9K | 0.04% | +1,660+51.3% | Added |
| Bailard, Inc. | 4,876 | $308.8K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,813 | $305.0K | 0.01% | +20+0.4% | Added |
| Values First Advisors, Inc. | 4,762 | $301.6K | 0.21% | +279+6.2% | Added |
| WSFS Capital Management, LLC | 4,760 | $301.5K | 0.03% | +4,760 | New |
| Alpine Woods Capital Investors, LLC | 4,750 | $301.0K | 0.04% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 4,685 | $297.0K | 0.12% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,637 | $293.7K | 0.06% | −2,110−31.3% | Reduced |
| Fulton Bank, N.A. | 4,611 | $292.0K | 0.02% | +4,611 | New |
| Private Advisor Group, LLC | 21,241 | $289.3K | 0.01% | −102−0.5% | Reduced |
| OneAscent Wealth Management LLC | 4,496 | $285.0K | 0.13% | +431+10.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,450 | $281.8K | 0.16% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,444 | $281.4K | 0.06% | +4,444 | New |
| Rockefeller Capital Management L.P. | 4,452 | $281.0K | 0.00% | +2,717+156.6% | Added |
| OneAscent Financial Services LLC | 4,399 | $279.0K | 0.12% | +646+17.2% | Added |
| First Heartland Consultants, Inc. | 4,403 | $278.9K | 0.04% | −329−7.0% | Reduced |
| Pointe Capital Management LLC | 4,379 | $277.0K | 0.21% | −288−6.2% | Reduced |
| Stratos Wealth Partners, LTD. | 4,365 | $276.5K | 0.01% | +5+0.1% | Added |
| Symmetry Partners, LLC | 4,324 | $274.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,303 | $272.5K | 0.00% | +706+19.6% | Added |
| Aviva PLC | 4,282 | $271.2K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,245 | $268.8K | 0.03% | −173−3.9% | Reduced |
| NinePointTwo Capital | 4,223 | $267.0K | 0.11% | +4,223 | New |
| Prosperity Financial Group, Inc. | 4,205 | $266.3K | 0.29% | +4,205 | New |
| Massmutual Trust Co FSB | 4,196 | $266.0K | 0.01% | +272+6.9% | Added |
| Alaska Permanent Fund Corp | 4,171 | $264.0K | 0.00% | +309+8.0% | Added |
| Financial Counselors Inc | 4,105 | $260.0K | 0.01% | −100−2.4% | Reduced |
| Strategy Asset Managers LLC | 4,095 | $259.0K | 0.07% | −131−3.1% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 4,061 | $257.2K | 0.19% | +4,061 | New |
| Financial Advisors Network, Inc. | 4,030 | $255.2K | 0.07% | +4,030 | New |
| Stephens Consulting, LLC | 4,025 | $254.9K | 0.17% | +5+0.1% | Added |
| Blueshift Asset Management, LLC | 4,018 | $254.5K | 0.12% | −14,786−78.6% | Reduced |
| Endurance Wealth Management, Inc. | 4,000 | $253.0K | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 8,842 | $250.5K | 0.01% | +3,531+66.5% | Added |
| Dana Investment Advisors, Inc. | 3,931 | $248.9K | 0.01% | −85−2.1% | Reduced |
| Central Trust Co | 3,843 | $243.4K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,830 | $242.6K | 0.01% | +3,830 | New |
| Jmac Enterprises LLC | 3,792 | $240.1K | 0.07% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,717 | $235.4K | 0.00% | −8,490−69.6% | Reduced |
| Clarius Group, LLC | 3,660 | $232.0K | 0.02% | −661−15.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,650 | $231.2K | 0.04% | +3,650 | New |
| Azimuth Capital Investment Management LLC | 3,622 | $229.4K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,573 | $226.0K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,508 | $222.2K | 0.02% | +27+0.8% | Added |
| KCM Investment Advisors LLC | 3,499 | $222.0K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,474 | $220.5K | 0.24% | +3,474 | New |
| Ameritas Investment Partners, Inc. | 3,504 | $216.2K | 0.01% | −294−7.7% | Reduced |
| Cubist Systematic Strategies, LLC | 3,406 | $215.7K | 0.00% | −293,324−98.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,406 | $215.7K | 0.17% | +3,406 | New |
| Full Sail Capital, LLC | 3,404 | $215.6K | 0.02% | +3,404 | New |
| VeraBank, N.A. | 3,400 | $215.3K | 0.11% | +3,400 | New |
| Patton Fund Management, Inc. | 3,385 | $214.0K | 0.06% | +3,385 | New |
| MKT Advisors LLC | 3,270 | $213.8K | 0.16% | +3,270 | New |
| Crewe Advisors LLC | 3,372 | $213.5K | 0.03% | +392+13.2% | Added |
| Horizon Investments, LLC | 3,378 | $212.0K | 0.01% | +3,378 | New |
| Orion Portfolio Solutions, LLC | 3,235 | $204.9K | 0.01% | +3,235 | New |
| Beacon Pointe Advisors, LLC | 3,217 | $203.8K | 0.00% | −841−20.7% | Reduced |
| Stock Yards Bank & Trust Co | 3,209 | $203.0K | 0.01% | +3,209 | New |
| Journey Advisory Group, LLC | 3,200 | $202.7K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,198 | $202.5K | 0.05% | +3,198 | New |
| Quadrature Capital Ltd | 3,188 | $201.9K | 0.01% | −13,547−81.0% | Reduced |
| CoreCap Advisors, LLC | 2,770 | $175.5K | 0.01% | +2,770 | New |
| US Asset Management LLC | 2,681 | $170.0K | 0.18% | +2,681 | New |
| Whittier Trust Co of Nevada Inc | 2,493 | $157.9K | 0.01% | +12+0.5% | Added |
| Alan B. Lancz & Associates, Inc. | 2,336 | $149.3K | 0.15% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 2,250 | $142.5K | 0.11% | +2,250 | New |
| Colonial Trust Co | 1,892 | $119.8K | 0.03% | +1,892 | New |
| Belpointe Asset Management LLC | 1,875 | $118.8K | 0.01% | −175−8.5% | Reduced |
| Allworth Financial LP | 1,821 | $115.3K | 0.00% | +543+42.5% | Added |
| TD Private Client Wealth LLC | 1,808 | $114.5K | 0.01% | +10+0.6% | Added |
| Virtus Investment Advisers, Inc. | 1,768 | $112.0K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,738 | $110.0K | 0.01% | +4+0.2% | Added |
| First Financial Corp | 1,705 | $108.0K | 0.07% | −23−1.3% | Reduced |
| PEAK6 Investments LLC | 1,630 | $103.2K | 0.01% | +1,609+7,661.9% | Added |
| Sargent Bickham Lagudis LLC | 1,574 | $99.7K | 0.01% | −202−11.4% | Reduced |
| Acadian Asset Management LLC | 1,551 | $98.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,534 | $97.2K | 0.00% | −174−10.2% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $94.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,415 | $89.6K | 0.03% | +1,415 | New |
| Money Concepts Capital Corp | 1,415 | $89.6K | 0.00% | +921+186.4% | Added |
| Costello Asset Management, INC | 1,408 | $89.2K | 0.08% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,387 | $87.8K | 0.02% | +153+12.4% | Added |
| Beacon Capital Management, LLC | 1,364 | $86.4K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,334 | $84.5K | 0.00% | +1,334 | New |
| Benjamin F. Edwards & Company, Inc. | 1,264 | $80.0K | 0.00% | −129−9.3% | Reduced |
| Sutton Wealth Advisors Inc. | 1,223 | $77.5K | 0.03% | −19−1.5% | Reduced |
| Parallel Advisors, LLC | 1,201 | $76.1K | 0.00% | −525−30.4% | Reduced |
| Alta Advisers Ltd | 1,200 | $76.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,140 | $72.2K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $69.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $68.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,059 | $67.0K | 0.01% | −337−24.1% | Reduced |
| Harbour Investments, Inc. | 1,036 | $65.6K | 0.00% | +8+0.8% | Added |