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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 714 | $43.8K | 0.00% | +714 | New |
| Kistler-Tiffany Companies, LLC | 738 | $45.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $46.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 762 | $46.8K | 0.01% | +61+8.7% | Added |
| Desjardins Global Asset Management Inc. | 798 | $49.0K | 0.01% | −78−8.9% | Reduced |
| Proequities, Inc. | 811 | $49.8K | 0.00% | −6−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 818 | $50.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 818 | $50.2K | 0.01% | +152+22.8% | Added |
| CVA Family Office, LLC | 820 | $50.3K | 0.01% | −45−5.2% | Reduced |
| BerganKDV Wealth Management, LLC | 823 | $50.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 844 | $51.8K | 0.01% | +804+2,010.0% | Added |
| Focused Wealth Management, Inc | 863 | $53.0K | 0.01% | +863 | New |
| Cranbrook Wealth Management, LLC | 873 | $53.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 899 | $55.2K | 0.03% | +899 | New |
| Institutional & Family Asset Management, LLC | 913 | $56.0K | 0.01% | +48+5.5% | Added |
| Global Retirement Partners, LLC | 981 | $60.0K | 0.00% | +842+605.8% | Added |
| Harbour Investments, Inc. | 987 | $60.6K | 0.00% | −49−4.7% | Reduced |
| American State Bank (Iowa) | 998 | $61.3K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 1,027 | $63.0K | 0.01% | −32−3.0% | Reduced |
| Allworth Financial LP | 1,082 | $66.4K | 0.00% | −739−40.6% | Reduced |
| Caldwell Trust Co | 1,087 | $66.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $67.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,117 | $68.6K | 0.01% | +114+11.4% | Added |
| Harbor Investment Advisory, LLC | 1,140 | $70.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,179 | $72.4K | 0.01% | −208−15.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,189 | $73.0K | 0.02% | +1,189 | New |
| Alta Advisers Ltd | 1,200 | $73.7K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,276 | $78.3K | 0.00% | −258−16.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,277 | $78.4K | 0.01% | +1,225+2,355.8% | Added |
| Milestone Investment Advisors LLC | 1,278 | $78.4K | 0.02% | +1,278 | New |
| Farther Finance Advisors, LLC | 1,289 | $79.1K | 0.02% | −126−8.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,315 | $81.0K | 0.00% | +51+4.0% | Added |
| Parallel Advisors, LLC | 1,320 | $81.1K | 0.00% | +119+9.9% | Added |
| Beacon Capital Management, LLC | 1,364 | $83.7K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,392 | $85.0K | 0.00% | +887+175.6% | Added |
| Costello Asset Management, INC | 1,408 | $86.4K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $91.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,495 | $91.8K | 0.01% | +700+88.1% | Added |
| PEAK6 Investments LLC | 1,526 | $93.7K | 0.01% | −104−6.4% | Reduced |
| Acadian Asset Management LLC | 1,551 | $95.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,705 | $104.7K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,752 | $107.5K | 0.01% | +14+0.8% | Added |
| Virtus Investment Advisers, Inc. | 1,768 | $108.5K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 1,810 | $111.1K | 0.00% | +779+75.6% | Added |
| TD Private Client Wealth LLC | 1,836 | $112.7K | 0.01% | +28+1.5% | Added |
| Colonial Trust Co | 1,892 | $116.1K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,899 | $117.0K | 0.05% | +1,899 | New |
| Clearstead Advisors, LLC | 2,067 | $126.9K | 0.01% | +1,050+103.2% | Added |
| Quantbot Technologies LP | 2,270 | $139.3K | 0.01% | +2,270 | New |
| Alan B. Lancz & Associates, Inc. | 2,336 | $143.4K | 0.15% | 00.0% | Unchanged |
| US Asset Management LLC | 2,681 | $165.0K | 0.17% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,748 | $168.7K | 0.01% | +255+10.2% | Added |
| Machina Capital S.A.S. | 2,799 | $171.8K | 0.15% | +2,799 | New |
| Crewe Advisors LLC | 3,167 | $194.4K | 0.03% | −205−6.1% | Reduced |
| AM Squared Ltd | 3,200 | $196.4K | 0.15% | +3,200 | New |
| SG Americas Securities, LLC | 3,283 | $202.0K | 0.00% | −13,051−79.9% | Reduced |
| KCM Investment Advisors LLC | 3,334 | $204.6K | 0.01% | −165−4.7% | Reduced |
| VeraBank, N.A. | 3,400 | $208.7K | 0.10% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 3,406 | $209.1K | 0.15% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 3,311 | $209.7K | 0.03% | +3,311 | New |
| Full Sail Capital, LLC | 3,445 | $211.5K | 0.02% | +41+1.2% | Added |
| Cigna Investments Inc | 3,482 | $213.0K | 0.04% | −91−2.5% | Reduced |
| Beacon Pointe Advisors, LLC | 3,473 | $213.2K | 0.00% | +256+8.0% | Added |
| Csenge Advisory Group | 3,478 | $213.5K | 0.02% | +3,478 | New |
| Cerro Pacific Wealth Advisors LLC | 3,479 | $213.6K | 0.12% | +3,479 | New |
| Ameritas Investment Partners, Inc. | 3,504 | $215.1K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,515 | $215.8K | 0.16% | −864−19.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,528 | $216.5K | 0.04% | +330+10.3% | Added |
| Dana Investment Advisors, Inc. | 3,557 | $218.3K | 0.01% | −374−9.5% | Reduced |
| Strait & Sound Wealth Management LLC | 3,589 | $220.3K | 0.22% | +115+3.3% | Added |
| Azimuth Capital Investment Management LLC | 3,622 | $222.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,655 | $224.3K | 0.04% | +5+0.1% | Added |
| Horizon Investments, LLC | 3,691 | $224.7K | 0.01% | +313+9.3% | Added |
| Toroso Investments, LLC | 3,665 | $225.0K | 0.01% | +3,665 | New |
| XTX Topco Ltd | 3,714 | $228.0K | 0.05% | +3,714 | New |
| Clarius Group, LLC | 3,720 | $228.3K | 0.02% | +60+1.6% | Added |
| Venture Visionary Partners LLC | 3,769 | $231.3K | 0.01% | +261+7.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,777 | $231.8K | 0.00% | +60+1.6% | Added |
| Jmac Enterprises LLC | 3,792 | $232.8K | 0.06% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 4,000 | $246.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,031 | $247.4K | 0.15% | +6+0.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 4,032 | $247.5K | 0.15% | −29−0.7% | Reduced |
| Journey Advisory Group, LLC | 4,050 | $248.6K | 0.04% | +850+26.6% | Added |
| Segall Bryant & Hamill, LLC | 4,076 | $250.0K | 0.00% | −1,100−21.3% | Reduced |
| Financial Counselors Inc | 4,083 | $251.0K | 0.01% | −22−0.5% | Reduced |
| Strategy Asset Managers LLC | 4,099 | $251.6K | 0.06% | +4+0.1% | Added |
| Prosperity Financial Group, Inc. | 4,105 | $252.0K | 0.25% | −100−2.4% | Reduced |
| IFP Advisors, Inc | 5,815 | $262.7K | 0.01% | −2,587−30.8% | Reduced |
| Aviva PLC | 4,282 | $262.8K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,300 | $263.9K | 0.02% | +55+1.3% | Added |
| Stratos Wealth Partners, LTD. | 4,316 | $265.0K | 0.01% | −49−1.1% | Reduced |
| Symmetry Partners, LLC | 4,324 | $265.0K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,450 | $273.2K | 0.04% | +47+1.1% | Added |
| Fulton Bank, N.A. | 4,452 | $273.3K | 0.01% | −159−3.4% | Reduced |
| Massmutual Trust Co FSB | 4,457 | $273.6K | 0.01% | +261+6.2% | Added |
| V Wealth Advisors LLC | 4,478 | $274.9K | 0.05% | +34+0.8% | Added |
| OneAscent Wealth Management LLC | 4,538 | $279.0K | 0.11% | +42+0.9% | Added |
| Credit Agricole S A | 4,557 | $279.7K | 0.01% | −1,379−23.2% | Reduced |
| Blueshift Asset Management, LLC | 4,682 | $287.4K | 0.12% | +664+16.5% | Added |
| Virtus ETF Advisers LLC | 4,692 | $288.0K | 0.16% | −1,799−27.7% | Reduced |