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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.

Other share classesCMSACMSCCMSDCMS.PC

Q1 2023 vs. Q4 2022

How the institutions holding CMS Energy Corp changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of CMS: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders63614631+9
Shares272.7M2.16M272.0M+1.47M (+0.5%)
Value$17.2B$137.0M$16.7B−$415.1M (−2.4%)

14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held CMS Energy Corp at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to CMS in Q1 2023
InstitutionSharesValue% of portfolio
Perpetual Ltd2,195,291$134.7M1.17%
Empower Advisory Group, LLC472,868$28.9M0.13%
Industrial Alliance Investment Management Inc.147,305$9.04M0.25%
Lighthouse Investment Partners, LLC141,383$8.68M0.75%
Alerus Financial NA128,306$7.88M0.70%
Walleye Capital LLC80,409$4.94M0.10%
Dynamic Technology Lab Private Ltd77,867$4.78M0.44%
Trexquant Investment LP64,790$3.98M0.11%
Twinbeech Capital LP49,597$3.04M0.06%
Two Sigma Investments, LP48,733$2.99M0.01%
Hudson Bay Capital Management LP44,560$2.74M0.03%
Virginia Retirement Systems Et Al36,441$2.24M0.02%
Element Capital Management LLC36,223$2.22M0.17%
Marshall Wace, LLP34,400$2.11M0.01%
Nomura Holdings Inc32,236$1.98M0.02%
Occudo Quantitative Strategies LP27,898$1.71M0.16%
Engineers Gate Manager LP24,522$1.51M0.06%
NJ State Employees Deferred Compensation Plan22,000$1.35M0.21%
Point72 Middle East FZE20,596$1.26M0.07%
Integrated Investment Consultants, LLC18,687$1.15M0.36%
Gateway Investment Advisers LLC18,423$1.13M0.01%
Ostrum Asset Management17,005$1.04M0.09%
Gsa Capital Partners LLP15,641$960.0K0.09%
Fox Run Management, L.L.C.14,174$870.0K0.28%
Algert Global LLC12,795$785.4K0.04%
Aigen Investment Management, LP12,413$761.9K0.10%
Mattern Wealth Management LLC11,315$694.5K0.23%
ISAM Funds (UK) Ltd11,279$692.3K0.88%
Y-Intercept (Hong Kong) Ltd9,114$559.4K0.06%
Ergoteles LLC9,080$557.3K0.02%
Qsemble Capital Management, LP8,800$540.1K0.36%
Centiva Capital, LP7,803$478.9K0.03%
Jump Financial, LLC6,396$392.6K0.02%
Walleye Trading LLC6,233$382.6K0.01%
Bridgefront Capital, LLC6,172$378.8K0.23%
Daymark Wealth Partners, LLC6,113$375.2K0.05%
Ballentine Partners, LLC5,891$361.6K0.01%
MQS Management LLC5,862$359.8K0.23%
Sciencast Management LP5,100$314.1K0.42%
Benedetti & Gucer, Inc.4,864$299.0K0.17%
Brookfield Asset Management Inc.4,778$293.3K0.00%
Sequoia Financial Advisors, LLC4,711$289.1K0.01%
XTX Topco Ltd3,714$228.0K0.05%
Toroso Investments, LLC3,665$225.0K0.01%
Cerro Pacific Wealth Advisors LLC3,479$213.6K0.12%
Csenge Advisory Group3,478$213.5K0.02%
Hilton Capital Management, LLC3,311$209.7K0.03%
AM Squared Ltd3,200$196.4K0.15%
Machina Capital S.A.S.2,799$171.8K0.15%
Quantbot Technologies LP2,270$139.3K0.01%
Sentry Investment Management LLC1,899$117.0K0.05%
Milestone Investment Advisors LLC1,278$78.4K0.02%
GPS Wealth Strategies Group, LLC1,189$73.0K0.02%
Quarry LP899$55.2K0.03%
Focused Wealth Management, Inc863$53.0K0.01%
Capstone Investment Advisors, LLC714$43.8K0.00%
Householder Group Estate & Retirement Specialist, LLC600$37.0K0.01%
Spirit of America Management Corp550$33.8K0.01%
Caldwell Sutter Capital, Inc.336$20.6K0.02%
Red Tortoise LLC77$4.73K0.00%
Tradition Wealth Management, LLC63$4.00K0.00%
Sunbelt Securities, Inc.18$1.10K0.00%
Psagot Value Holdings Ltd. / (Israel)9$1.00K0.00%
Grey Fox Wealth Advisors, LLC13$7980.00%
USA Financial Portformulas Corp7$4300.00%

Sold out (56)

Institutions that held CMS Energy Corp at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of CMS in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Capital World Investors843,726$53.4M
Scout Investments, Inc.279,990$17.7M
Adams Diversified Equity Fund, Inc.242,800$15.4M
Railway Pension Investments Ltd173,400$11.0M
T. Rowe Price Investment Management, Inc.164,540$10.4M
Berger Financial Group, Inc75,325$4.77M
Capital International Sarl47,669$3.02M
Bridgewater Associates, LP44,669$2.83M
Greenland Capital Management LP39,429$2.50M
Edgestream Partners, L.P.34,429$2.18M
Bellwether Advisors, LLC26,940$1.71M
Natixis26,258$1.66M
Aurora Investment Counsel13,033$825.4K
Toews Corp12,400$785.3K
United Services Automobile Association10,609$672.0K
Allstate Corp7,766$491.8K
Hudson Valley Investment Advisors Inc7,184$455.0K
International Assets Investment Management, LLC6,921$438.3K
RIA Advisory Group LLC6,440$407.8K
Versor Investments LP6,376$403.8K
Contravisory Investment Management, Inc.5,797$367.1K
Stephens Inc5,314$336.5K
Qtron Investments LLC4,637$293.7K
United Capital Financial Advisers, LLC4,303$272.5K
NinePointTwo Capital4,223$267.0K
Patton Fund Management, Inc.3,385$214.0K
MKT Advisors LLC3,270$213.8K
Stock Yards Bank & Trust Co3,209$203.0K
FWL Investment Management, LLC2,250$142.5K
Money Concepts Capital Corp1,415$89.6K
U.S. Capital Wealth Advisors, LLC1,334$84.5K
DuPont Capital Management Corp975$61.7K
Altshuler Shaham Ltd763$48.3K
Cutler Group LP664$42.0K
General Partner, Inc.319$20.2K
MinichMacGregor Wealth Management, LLC294$18.6K
Seldon Capital LP138$8.74K
Meeder Asset Management Inc137$8.68K
Romano Brothers and Company105$6.65K
Bogart Wealth, LLC100$6.33K
Norway Savings Bank88$5.57K
Cassady Schiller Wealth Management, LLC78$4.94K
PrairieView Partners, LLC75$4.00K
Sierra Capital LLC56$4.00K
Comerica Securities,inc.62$3.93K
Accurate Wealth Management, LLC50$3.26K
Asset Dedication, LLC8$1.00K
Sageworth Trust Co11$1.00K
Sugarloaf Wealth Management, LLC15$946
Ten Capital Wealth Advisors, LLC13$823
New Millennium Group LLC12$760
Fiduciary Alliance LLC12$731
Addison Advisors LLC8$507
Sofos Investments, Inc.63$436
Wolff Wiese Magana LLC5$317
JJJ Advisors Inc.4$257

Not filed for Q1 2023 yet (14)

Institutions that held CMS Energy Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Pendal Group Limited1,301,398$82.4M
Personal Capital Advisors Corp456,424$28.9M
Coann Capital LLC199,865$12.7M
Comerica Bank151,561$9.62M
Seeyond21,327$1.35M
Allstate Investment Management Co7,766$491.8K
Sanford Advisory Services, LLC6,933$439.1K
Alpha Paradigm Partners, LLC4,685$297.0K
Alaska Permanent Fund Corp4,171$264.0K
Financial Advisors Network, Inc.4,030$255.2K
CoreCap Advisors, LLC2,770$175.5K
Sargent Bickham Lagudis LLC1,574$99.7K
Cornerstone Planning Group LLC68$4.16K
Heritage Wealth Management, LLC48$3.04K