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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 47 | $2.98K | 0.00% | −11−19.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 44 | $2.79K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $2.66K | 0.00% | +42 | New |
| Tfo-TDC, LLC | 8 | $2.65K | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 40 | $2.53K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 39 | $2.47K | 0.00% | +39 | New |
| WR Wealth Planners, LLC | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $2.15K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 38 | $2.00K | 0.00% | +38 | New |
| Schubert & Co | 25 | $1.58K | 0.00% | −13−34.2% | Reduced |
| Disciplined Investments, LLC | 19 | $1.20K | 0.00% | −1−5.0% | Reduced |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −60−84.5% | Reduced |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Sageworth Trust Co | 11 | $1.00K | 0.00% | +11 | New |
| Sugarloaf Wealth Management, LLC | 15 | $946 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $887 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $887 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 13 | $823 | 0.00% | +13 | New |
| MCF Advisors LLC | 12 | $760 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $760 | 0.00% | +12 | New |
| New Millennium Group LLC | 12 | $760 | 0.00% | +12 | New |
| Fiduciary Alliance LLC | 12 | $731 | 0.00% | +12 | New |
| Manchester Capital Management LLC | 9 | $570 | 0.00% | −40−81.6% | Reduced |
| Addison Advisors LLC | 8 | $507 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 63 | $436 | 0.00% | +63 | New |
| Key Financial Inc | 7 | $408 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $380 | 0.00% | +1+20.0% | Added |
| Wolff Wiese Magana LLC | 5 | $317 | 0.00% | +5 | New |
| Coastal Capital Group, Inc. | 5 | $291 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $257 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $253 | 0.00% | +4 | New |
| Trust Co of Vermont | 1 | $63 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −356,707−100.0% | Sold out |
| Abeille Asset Management SA | 0 | $0 | 0.00% | −234,968−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −137,477−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −129,350−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −69,738−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −67,973−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −60,977−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −58,874−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −49,297−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −47,200−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −42,301−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −38,112−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,593−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,895−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,105−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −24,828−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −24,440−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −24,308−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −22,502−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −19,207−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,152−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,976−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,192−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,330−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −10,366−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −9,651−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −7,924−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,275−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,095−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,839−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −6,614−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −6,282−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,453−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −4,497−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,468−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| First National Bank of Mount Dora, Trust Investment Services | 0 | $0 | 0.00% | −4,028−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −3,949−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,015−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Bank of New Hampshire | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| First Command Bank | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |