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, Q1 2023
Institutional positions in CMS Energy Corp as of Mar 31, 2023. 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
- 631
- +9 vs. Q4 2022
- Shares held
- 272.0M
- +1.47M (+0.5%) vs. Q4 2022
- Total value
- $16.7B
- −$415.1M (−2.4%) vs. Q4 2022
- New holders
- 65
- 251 more added
- Sold out
- 56
- 196 more reduced
14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 16 | $0 | 0.00% | −56,831−100.0% | Reduced |
| Trust Co of Vermont | 1 | $61 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $246 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $307 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $430 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $430 | 0.00% | – | – |
| USA Financial Portformulas Corp | 7 | $430 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 9 | $553 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $737 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $737 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 13 | $798 | 0.00% | +13 | New |
| Creative Financial Designs Inc | 14 | $859 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $859 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $982 | 0.00% | −3−15.8% | Reduced |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 9 | $1.00K | 0.00% | +9 | New |
| Baystate Wealth Management LLC | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 18 | $1.10K | 0.00% | +18 | New |
| Schubert & Co | 32 | $1.97K | 0.00% | +7+28.0% | Added |
| Magnolia Capital Management Ltd | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $2.09K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 39 | $2.39K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $2.58K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 43 | $2.64K | 0.00% | −3,800−98.9% | Reduced |
| American National Bank | 44 | $2.70K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 44 | $2.70K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 47 | $2.88K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 47 | $2.98K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $3.38K | 0.00% | +7+14.6% | Added |
| Eagle Bay Advisors LLC | 59 | $3.60K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 62 | $3.81K | 0.00% | 00.0% | Unchanged |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 63 | $4.00K | 0.00% | +63 | New |
| Red Tortoise LLC | 77 | $4.73K | 0.00% | +77 | New |
| Bell Investment Advisors, Inc | 77 | $4.73K | 0.00% | +16+26.2% | Added |
| Umb Bank N A | 78 | $4.79K | 0.00% | −41−34.5% | Reduced |
| Tfo-TDC, LLC | 79 | $4.85K | 0.00% | +71+887.5% | Added |
| Bangor Savings Bank | 88 | $5.40K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 95 | $5.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 96 | $6.00K | 0.00% | +85+772.7% | Added |
| Glen Eagle Advisors, LLC | 100 | $6.14K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $6.14K | 0.00% | +45+81.8% | Added |
| SRS Capital Advisors, Inc. | 101 | $6.21K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 111 | $6.81K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 111 | $6.81K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 120 | $7.37K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 121 | $7.43K | 0.00% | −1,102−90.1% | Reduced |
| Arrow Financial Corp | 121 | $7.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 126 | $7.73K | 0.00% | +26+26.0% | Added |
| JFS Wealth Advisors, LLC | 144 | $8.84K | 0.00% | +10+7.5% | Added |
| DT Investment Partners, LLC | 145 | $8.94K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 154 | $9.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 155 | $9.51K | 0.00% | −9−5.5% | Reduced |
| Glassman Wealth Services | 165 | $10.1K | 0.00% | +17+11.5% | Added |
| Federated Hermes, Inc. | 178 | $10.9K | 0.00% | −9,831−98.2% | Reduced |
| Farmers & Merchants Investments Inc | 191 | $11.7K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 204 | $12.5K | 0.00% | +75+58.1% | Added |
| Baker Avenue Asset Management, LP | 206 | $12.6K | 0.00% | −107−34.2% | Reduced |
| Versant Capital Management, Inc | 211 | $12.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 216 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 214 | $13.1K | 0.00% | +31+16.9% | Added |
| Riverview Trust Co | 222 | $13.6K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 243 | $14.9K | 0.00% | +157+182.6% | Added |
| Covestor Ltd | 248 | $15.0K | 0.01% | −5−2.0% | Reduced |
| Toth Financial Advisory Corp | 248 | $15.2K | 0.00% | −45−15.4% | Reduced |
| ICA Group Wealth Management, LLC | 261 | $16.0K | 0.00% | −10−3.7% | Reduced |
| Hexagon Capital Partners LLC | 261 | $16.0K | 0.00% | +1+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $18.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 311 | $19.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 317 | $19.5K | 0.00% | +9+2.9% | Added |
| Earnest Partners LLC | 333 | $20.4K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $20.6K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 336 | $20.6K | 0.02% | +336 | New |
| Johnson Financial Group, Inc. | 338 | $20.7K | 0.00% | +154+83.7% | Added |
| TD Waterhouse Canada Inc. | 379 | $23.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 399 | $24.5K | 0.01% | +282+241.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $24.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $25.4K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 421 | $25.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $26.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 418 | $26.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $29.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $30.7K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 502 | $30.8K | 0.00% | +38+8.2% | Added |
| Deseret Mutual Benefit Administrators | 531 | $32.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 542 | $33.3K | 0.00% | −219−28.8% | Reduced |
| Spirit of America Management Corp | 550 | $33.8K | 0.01% | +550 | New |
| Global Financial Private Client, LLC | 557 | $34.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 573 | $35.0K | 0.01% | +279+94.9% | Added |
| Vigilant Capital Management, LLC | 582 | $36.0K | 0.00% | −78−11.8% | Reduced |
| Quent Capital, LLC | 592 | $36.3K | 0.01% | +3+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 600 | $37.0K | 0.01% | +600 | New |
| AdvisorNet Financial, Inc | 619 | $38.0K | 0.00% | −2−0.3% | Reduced |
| Brown Brothers Harriman & Co | 644 | $39.5K | 0.00% | +189+41.5% | Added |
| Center for Financial Planning, Inc. | 663 | $40.7K | 0.01% | 00.0% | Unchanged |