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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 4,711 | $289.1K | 0.01% | +4,711 | New |
| Belpointe Asset Management LLC | 4,713 | $289.3K | 0.02% | +2,838+151.4% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $292.0K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,760 | $292.2K | 0.03% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 4,778 | $293.3K | 0.00% | +4,778 | New |
| Bailard, Inc. | 4,783 | $293.6K | 0.01% | −93−1.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,801 | $294.7K | 0.13% | +351+7.9% | Added |
| Capital Investment Advisors, LLC | 4,830 | $296.4K | 0.01% | +17+0.4% | Added |
| Vident Investment Advisory, LLC | 4,831 | $296.5K | 0.01% | −22,092−82.1% | Reduced |
| Coldstream Capital Management Inc | 4,845 | $297.4K | 0.01% | +1,015+26.5% | Added |
| Benedetti & Gucer, Inc. | 4,864 | $299.0K | 0.17% | +4,864 | New |
| Alberta Investment Management Corp | 4,900 | $300.8K | 0.00% | −52,640−91.5% | Reduced |
| Values First Advisors, Inc. | 4,964 | $304.7K | 0.19% | +202+4.2% | Added |
| Great Lakes Advisors, LLC | 4,978 | $305.6K | 0.00% | +23+0.5% | Added |
| OneAscent Financial Services LLC | 5,031 | $309.0K | 0.13% | +632+14.4% | Added |
| Krilogy Financial LLC | 5,113 | $313.8K | 0.03% | 00.0% | Unchanged |
| Sciencast Management LP | 5,100 | $314.1K | 0.42% | +5,100 | New |
| Transcend Wealth Collective, LLC | 5,146 | $315.9K | 0.03% | +43+0.8% | Added |
| Rockefeller Capital Management L.P. | 5,166 | $316.0K | 0.00% | +714+16.0% | Added |
| Wetherby Asset Management Inc | 5,330 | $327.2K | 0.02% | +120+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $338.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 5,522 | $338.9K | 0.02% | −997−15.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,625 | $345.3K | 0.02% | +605+12.1% | Added |
| Quadrant Capital Group LLC | 5,661 | $347.5K | 0.04% | +767+15.7% | Added |
| Cetera Investment Advisers | 5,664 | $347.7K | 0.00% | −709−11.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,684 | $349.0K | 0.01% | −2,816−33.1% | Reduced |
| Meeder Advisory Services, Inc. | 5,757 | $353.4K | 0.04% | −1,112−16.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,775 | $354.5K | 0.31% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,816 | $357.0K | 0.00% | −6,895−54.2% | Reduced |
| MQS Management LLC | 5,862 | $359.8K | 0.23% | +5,862 | New |
| Executive Wealth Management, LLC | 5,870 | $360.4K | 0.04% | −327−5.3% | Reduced |
| Ballentine Partners, LLC | 5,891 | $361.6K | 0.01% | +5,891 | New |
| Daymark Wealth Partners, LLC | 6,113 | $375.2K | 0.05% | +6,113 | New |
| Ci Investments Inc. | 6,122 | $376.0K | 0.00% | −188,705−96.9% | Reduced |
| Balentine LLC | 6,134 | $376.5K | 0.01% | −576−8.6% | Reduced |
| Wedbush Securities Inc | 6,165 | $378.0K | 0.02% | +20.0% | Added |
| Bridgefront Capital, LLC | 6,172 | $378.8K | 0.23% | +6,172 | New |
| Walleye Trading LLC | 6,233 | $382.6K | 0.01% | +6,233 | New |
| Quadrature Capital Ltd | 6,243 | $383.1K | 0.01% | +3,055+95.8% | Added |
| Acrisure Capital Management, LLC | 6,310 | $387.3K | 0.39% | +1,318+26.4% | Added |
| Jump Financial, LLC | 6,396 | $392.6K | 0.02% | +6,396 | New |
| Ronald Blue Trust, Inc. | 6,294 | $398.0K | 0.01% | +290+4.8% | Added |
| Blair William & Co | 6,805 | $417.7K | 0.00% | +555+8.9% | Added |
| National Asset Management, Inc. | 6,822 | $418.8K | 0.01% | +1,735+34.1% | Added |
| Conning Inc. | 6,842 | $420.0K | 0.01% | −45−0.7% | Reduced |
| Vestcor Inc | 6,836 | $420.0K | 0.02% | −47−0.7% | Reduced |
| Atom Investors LP | 6,897 | $423.3K | 0.23% | +863+14.3% | Added |
| Centennial Wealth Advisory LLC | 7,104 | $436.1K | 0.23% | +764+12.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,171 | $440.0K | 0.02% | −7,130−49.9% | Reduced |
| Signaturefd, LLC | 7,217 | $443.0K | 0.01% | +653+9.9% | Added |
| Pathstone Family Office, LLC | 7,344 | $443.2K | 0.01% | −1,498−16.9% | Reduced |
| Kestra Private Wealth Services, LLC | 7,374 | $452.6K | 0.02% | +895+13.8% | Added |
| Cetera Advisor Networks LLC | 7,441 | $456.7K | 0.00% | −734−9.0% | Reduced |
| MML Investors Services, LLC | 7,544 | $463.0K | 0.00% | −771−9.3% | Reduced |
| Mirabella Financial Services LLP | 7,688 | $471.9K | 0.10% | −4,756−38.2% | Reduced |
| CWM, LLC | 7,717 | $474.0K | 0.00% | +513+7.1% | Added |
| Centiva Capital, LP | 7,803 | $478.9K | 0.03% | +7,803 | New |
| Boit C F David | 7,800 | $480.6K | 0.33% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,902 | $484.0K | 0.00% | −115,386−93.6% | Reduced |
| Bessemer Group Inc | 7,931 | $487.0K | 0.00% | +495+6.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,002 | $491.2K | 0.01% | +1,636+25.7% | Added |
| Empirical Finance, LLC | 8,006 | $491.4K | 0.05% | +405+5.3% | Added |
| Bleakley Financial Group, LLC | 8,097 | $497.0K | 0.02% | +1,355+20.1% | Added |
| Veritable, L.P. | 8,163 | $501.0K | 0.01% | +263+3.3% | Added |
| Whittier Trust Co | 8,289 | $508.8K | 0.01% | −1,051−11.3% | Reduced |
| Greenleaf Trust | 8,628 | $529.6K | 0.01% | −9,094−51.3% | Reduced |
| Raymond James Trust N.A. | 8,698 | $534.0K | 0.02% | −259−2.9% | Reduced |
| Qsemble Capital Management, LP | 8,800 | $540.1K | 0.36% | +8,800 | New |
| Amica Retiree Medical Trust | 8,822 | $541.0K | 0.57% | +1,895+27.4% | Added |
| Plante Moran Financial Advisors, LLC | 8,911 | $546.9K | 0.07% | +151+1.7% | Added |
| Ergoteles LLC | 9,080 | $557.3K | 0.02% | +9,080 | New |
| Y-Intercept (Hong Kong) Ltd | 9,114 | $559.4K | 0.06% | +9,114 | New |
| Quantinno Capital Management LP | 9,122 | $560.0K | 0.04% | +854+10.3% | Added |
| Metis Global Partners, LLC | 9,138 | $560.9K | 0.04% | +3,107+51.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,156 | $562.0K | 0.01% | +59+0.6% | Added |
| Thomas White International Ltd | 9,176 | $563.2K | 0.12% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 9,321 | $572.2K | 0.42% | +72+0.8% | Added |
| Winton Group Ltd | 9,459 | $580.6K | 0.04% | −13,254−58.4% | Reduced |
| Commerce Bank | 9,468 | $581.1K | 0.00% | +752+8.6% | Added |
| Zions Bancorporation, N.A. | 9,535 | $585.3K | 0.05% | +9,244+3,176.6% | Added |
| Stratos Wealth Advisors, LLC | 9,609 | $589.8K | 0.05% | −939−8.9% | Reduced |
| Ieq Capital, LLC | 9,688 | $594.7K | 0.01% | +946+10.8% | Added |
| Cerity Partners LLC | 10,043 | $616.6K | 0.00% | +1,433+16.6% | Added |
| Finer Wealth Management, Inc. | 10,139 | $622.3K | 0.53% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,141 | $622.5K | 0.01% | −10.0% | Reduced |
| Banque Cantonale Vaudoise | 10,345 | $635.0K | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 10,353 | $635.5K | 0.15% | +277+2.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,364 | $636.0K | 0.05% | −36−0.3% | Reduced |
| Foster & Motley Inc | 10,648 | $654.0K | 0.05% | −400−3.6% | Reduced |
| Exchange Traded Concepts, LLC | 11,009 | $675.7K | 0.02% | +1,761+19.0% | Added |
| Banque Pictet & Cie SA | 11,080 | $680.1K | 0.01% | −7,535−40.5% | Reduced |
| Ossiam | 11,098 | $681.2K | 0.01% | −5,099−31.5% | Reduced |
| ISAM Funds (UK) Ltd | 11,279 | $692.3K | 0.88% | +11,279 | New |
| Mattern Wealth Management LLC | 11,315 | $694.5K | 0.23% | +11,315 | New |
| Sawtooth Solutions, LLC | 11,521 | $707.1K | 0.02% | +6,403+125.1% | Added |
| Prospera Financial Services Inc | 11,783 | $723.1K | 0.03% | +196+1.7% | Added |
| Veriti Management LLC | 12,046 | $739.4K | 0.09% | +2,760+29.7% | Added |
| Northwestern Mutual Wealth Management Co | 12,410 | $761.7K | 0.00% | +120+1.0% | Added |
| Aigen Investment Management, LP | 12,413 | $761.9K | 0.10% | +12,413 | New |
| Thrivent Financial for Lutherans | 12,503 | $767.0K | 0.00% | +72+0.6% | Added |