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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 1,031 | $65.0K | 0.00% | +99+10.6% | Added |
| Clearstead Advisors, LLC | 1,017 | $64.4K | 0.01% | −21−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,003 | $63.5K | 0.01% | −10−1.0% | Reduced |
| American State Bank (Iowa) | 998 | $63.2K | 0.05% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 975 | $61.7K | 0.00% | +183+23.1% | Added |
| Cranbrook Wealth Management, LLC | 873 | $55.3K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 876 | $55.0K | 0.01% | +26+3.1% | 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 |
| BerganKDV Wealth Management, LLC | 823 | $52.1K | 0.01% | +775+1,614.6% | Added |
| Cullen/Frost Bankers, Inc. | 818 | $51.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 817 | $51.7K | 0.00% | +76+10.3% | Added |
| Lindbrook Capital, LLC | 795 | $50.3K | 0.01% | +34+4.5% | Added |
| Altshuler Shaham Ltd | 763 | $48.3K | 0.00% | +75+10.9% | Added |
| First Horizon Advisors, Inc. | 761 | $48.2K | 0.00% | −3−0.4% | Reduced |
| Salem Investment Counselors Inc | 755 | $47.8K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 738 | $46.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 701 | $44.4K | 0.01% | +23+3.4% | Added |
| Parkside Financial Bank & Trust | 666 | $42.2K | 0.01% | −155−18.9% | Reduced |
| Cutler Group LP | 664 | $42.0K | 0.01% | −500−43.0% | Reduced |
| Vigilant Capital Management, LLC | 660 | $42.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 663 | $42.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 621 | $39.3K | 0.00% | −290−31.8% | Reduced |
| Quent Capital, LLC | 589 | $37.4K | 0.01% | +92+18.5% | Added |
| Global Financial Private Client, LLC | 557 | $35.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 531 | $33.6K | 0.01% | −442−45.4% | Reduced |
| Loomis Sayles & Co L P | 505 | $32.0K | 0.00% | +480+1,920.0% | Added |
| Hallmark Capital Management Inc | 500 | $31.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $30.3K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 464 | $29.4K | 0.00% | +464 | New |
| Brown Brothers Harriman & Co | 455 | $28.8K | 0.00% | −139−23.4% | Reduced |
| Front Row Advisors LLC | 420 | $27.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 421 | $27.0K | 0.01% | +421 | New |
| CNB Bank | 413 | $26.2K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $25.3K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 418 | $25.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 379 | $24.2K | 0.00% | +33+9.5% | Added |
| Tilia Fiduciary Partners, Inc. | 335 | $21.2K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 333 | $21.1K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 319 | $20.2K | 0.02% | +319 | New |
| Grove Bank & Trust | 311 | $20.0K | 0.00% | +311 | New |
| Baker Avenue Asset Management, LP | 313 | $19.8K | 0.00% | +313 | New |
| Advisory Services Network, LLC | 308 | $19.5K | 0.00% | +308 | New |
| 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 |
| JNBA Financial Advisors | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 294 | $18.6K | 0.01% | +294 | New |
| Toth Financial Advisory Corp | 293 | $18.6K | 0.00% | −40−12.0% | Reduced |
| Zions Bancorporation, N.A. | 291 | $18.4K | 0.00% | −12−4.0% | Reduced |
| ICA Group Wealth Management, LLC | 271 | $17.2K | 0.00% | +271 | New |
| Hexagon Capital Partners LLC | 260 | $16.5K | 0.00% | +124+91.2% | Added |
| Covestor Ltd | 253 | $16.0K | 0.01% | −471−65.1% | Reduced |
| TSFG, LLC | 216 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 222 | $14.0K | 0.01% | +222 | New |
| Versant Capital Management, Inc | 211 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $12.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 184 | $11.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 183 | $11.6K | 0.00% | +98+115.3% | Added |
| Prestige Wealth Management Group LLC | 164 | $10.4K | 0.00% | +38+30.2% | Added |
| West Paces Advisors Inc. | 154 | $9.75K | 0.00% | −315−67.2% | Reduced |
| Glassman Wealth Services | 148 | $9.37K | 0.00% | −9−5.7% | Reduced |
| DT Investment Partners, LLC | 145 | $9.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 139 | $8.80K | 0.00% | +27+24.1% | Added |
| Seldon Capital LP | 138 | $8.74K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 137 | $8.68K | 0.00% | −3,635−96.4% | Reduced |
| JFS Wealth Advisors, LLC | 134 | $8.49K | 0.00% | −17−11.3% | Reduced |
| Sound Income Strategies, LLC | 129 | $8.17K | 0.00% | +11+9.3% | Added |
| Arrow Financial Corp | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 119 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 120 | $7.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 117 | $7.41K | 0.00% | −249−68.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 114 | $7.22K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 111 | $7.03K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 111 | $7.03K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 105 | $6.65K | 0.00% | +105 | New |
| SRS Capital Advisors, Inc. | 101 | $6.40K | 0.00% | +59+140.5% | 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 |
| Horan Securities, Inc. | 95 | $6.02K | 0.00% | +58+156.8% | Added |
| Bangor Savings Bank | 88 | $6.00K | 0.00% | +88 | New |
| Norway Savings Bank | 88 | $5.57K | 0.00% | +88 | New |
| TCI Wealth Advisors, Inc. | 86 | $5.45K | 0.00% | −87−50.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 78 | $4.94K | 0.00% | +78 | New |
| Cornerstone Planning Group LLC | 68 | $4.16K | 0.00% | +68 | 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 |
| Comerica Securities,inc. | 62 | $3.93K | 0.00% | +62 | New |
| Concord Wealth Partners | 62 | $3.93K | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 61 | $3.86K | 0.00% | +1+1.7% | Added |
| Eagle Bay Advisors LLC | 59 | $3.71K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 52 | $3.29K | 0.00% | +52 | New |
| Accurate Wealth Management, LLC | 50 | $3.26K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 48 | $3.04K | 0.00% | −30−38.5% | Reduced |
| Heritage Wealth Management, LLC | 48 | $3.04K | 0.00% | +48 | New |
| Cambridge Trust Co | 55 | $3.00K | 0.00% | −891−94.2% | Reduced |
| American National Bank | 44 | $3.00K | 0.00% | +9+25.7% | Added |
| FinTrust Capital Advisors, LLC | 47 | $2.98K | 0.00% | −257−84.5% | Reduced |