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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 17,294 | $1.06M | 0.02% | +2,923+20.3% | Added |
| Richard Bernstein Advisors LLC | 17,016 | $1.04M | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 17,005 | $1.04M | 0.09% | +17,005 | New |
| Private Advisor Group, LLC | 16,666 | $1.02M | 0.01% | −4,575−21.5% | Reduced |
| Moody National Bank Trust Division | 16,631 | $1.02M | 0.09% | +191+1.2% | Added |
| Inceptionr LLC | 16,331 | $1.00M | 0.32% | −4,773−22.6% | Reduced |
| AXA S.A. | 16,306 | $1.00M | 0.00% | +20.0% | Added |
| Nordea Investment Management AB | 16,168 | $994.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,160 | $992.0K | 0.03% | +2,666+19.8% | Added |
| Sumitomo Life Insurance Co | 15,672 | $962.0K | 0.08% | −160−1.0% | Reduced |
| Gsa Capital Partners LLP | 15,641 | $960.0K | 0.09% | +15,641 | New |
| Pettee Investors, Inc. | 15,368 | $943.3K | 0.45% | 00.0% | Unchanged |
| CIBC World Markets Corp | 14,729 | $904.1K | 0.01% | −19,395−56.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,575 | $894.6K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,174 | $870.0K | 0.28% | +14,174 | New |
| Teza Capital Management LLC | 13,931 | $855.1K | 0.18% | −21,125−60.3% | Reduced |
| Brinker Capital Investments, LLC | 13,862 | $850.9K | 0.01% | +425+3.2% | Added |
| Orion Portfolio Solutions, LLC | 13,862 | $850.9K | 0.01% | +10,627+328.5% | Added |
| Cornercap Investment Counsel Inc | 13,542 | $831.2K | 0.15% | +650+5.0% | Added |
| New Mexico Educational Retirement Board | 13,410 | $823.0K | 0.04% | −400−2.9% | Reduced |
| Profund Advisors LLC | 13,228 | $811.9K | 0.05% | −701−5.0% | Reduced |
| Hantz Financial Services, Inc. | 13,219 | $811.0K | 0.02% | +30.0% | Added |
| Metropolitan Life Insurance Co | 13,027 | $799.6K | 0.04% | −3,759−22.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,797 | $785.5K | 0.03% | +632+5.2% | Added |
| Algert Global LLC | 12,795 | $785.4K | 0.04% | +12,795 | New |
| Glenmede Trust Co NA | 12,617 | $774.4K | 0.00% | +3,373+36.5% | Added |
| Huntington National Bank | 12,563 | $771.1K | 0.01% | −1,489−10.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,547 | $770.0K | 0.05% | +2,408+23.7% | Added |
| Everence Capital Management Inc | 12,530 | $769.0K | 0.06% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 12,513 | $768.0K | 0.04% | +1,575+14.4% | Added |
| Thrivent Financial for Lutherans | 12,503 | $767.0K | 0.00% | +72+0.6% | Added |
| Aigen Investment Management, LP | 12,413 | $761.9K | 0.10% | +12,413 | New |
| Northwestern Mutual Wealth Management Co | 12,410 | $761.7K | 0.00% | +120+1.0% | Added |
| Veriti Management LLC | 12,046 | $739.4K | 0.09% | +2,760+29.7% | Added |
| Prospera Financial Services Inc | 11,783 | $723.1K | 0.03% | +196+1.7% | Added |
| Sawtooth Solutions, LLC | 11,521 | $707.1K | 0.02% | +6,403+125.1% | Added |
| Mattern Wealth Management LLC | 11,315 | $694.5K | 0.23% | +11,315 | New |
| ISAM Funds (UK) Ltd | 11,279 | $692.3K | 0.88% | +11,279 | New |
| Ossiam | 11,098 | $681.2K | 0.01% | −5,099−31.5% | Reduced |
| Banque Pictet & Cie SA | 11,080 | $680.1K | 0.01% | −7,535−40.5% | Reduced |
| Exchange Traded Concepts, LLC | 11,009 | $675.7K | 0.02% | +1,761+19.0% | Added |
| Foster & Motley Inc | 10,648 | $654.0K | 0.05% | −400−3.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,364 | $636.0K | 0.05% | −36−0.3% | Reduced |
| Mirador Capital Partners LP | 10,353 | $635.5K | 0.15% | +277+2.7% | Added |
| Banque Cantonale Vaudoise | 10,345 | $635.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,141 | $622.5K | 0.01% | −10.0% | Reduced |
| Finer Wealth Management, Inc. | 10,139 | $622.3K | 0.53% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,043 | $616.6K | 0.00% | +1,433+16.6% | Added |
| Ieq Capital, LLC | 9,688 | $594.7K | 0.01% | +946+10.8% | Added |
| Stratos Wealth Advisors, LLC | 9,609 | $589.8K | 0.05% | −939−8.9% | Reduced |
| Zions Bancorporation, N.A. | 9,535 | $585.3K | 0.05% | +9,244+3,176.6% | Added |
| Commerce Bank | 9,468 | $581.1K | 0.00% | +752+8.6% | Added |
| Winton Group Ltd | 9,459 | $580.6K | 0.04% | −13,254−58.4% | Reduced |
| Acorn Wealth Advisors, LLC | 9,321 | $572.2K | 0.42% | +72+0.8% | Added |
| Thomas White International Ltd | 9,176 | $563.2K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,156 | $562.0K | 0.01% | +59+0.6% | Added |
| Metis Global Partners, LLC | 9,138 | $560.9K | 0.04% | +3,107+51.5% | Added |
| Quantinno Capital Management LP | 9,122 | $560.0K | 0.04% | +854+10.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,114 | $559.4K | 0.06% | +9,114 | New |
| Ergoteles LLC | 9,080 | $557.3K | 0.02% | +9,080 | New |
| Plante Moran Financial Advisors, LLC | 8,911 | $546.9K | 0.07% | +151+1.7% | Added |
| Amica Retiree Medical Trust | 8,822 | $541.0K | 0.57% | +1,895+27.4% | Added |
| Qsemble Capital Management, LP | 8,800 | $540.1K | 0.36% | +8,800 | New |
| Raymond James Trust N.A. | 8,698 | $534.0K | 0.02% | −259−2.9% | Reduced |
| Greenleaf Trust | 8,628 | $529.6K | 0.01% | −9,094−51.3% | Reduced |
| Whittier Trust Co | 8,289 | $508.8K | 0.01% | −1,051−11.3% | Reduced |
| Veritable, L.P. | 8,163 | $501.0K | 0.01% | +263+3.3% | Added |
| Bleakley Financial Group, LLC | 8,097 | $497.0K | 0.02% | +1,355+20.1% | Added |
| Empirical Finance, LLC | 8,006 | $491.4K | 0.05% | +405+5.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,002 | $491.2K | 0.01% | +1,636+25.7% | Added |
| Bessemer Group Inc | 7,931 | $487.0K | 0.00% | +495+6.7% | Added |
| Lazard Asset Management LLC | 7,902 | $484.0K | 0.00% | −115,386−93.6% | Reduced |
| Boit C F David | 7,800 | $480.6K | 0.33% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,803 | $478.9K | 0.03% | +7,803 | New |
| CWM, LLC | 7,717 | $474.0K | 0.00% | +513+7.1% | Added |
| Mirabella Financial Services LLP | 7,688 | $471.9K | 0.10% | −4,756−38.2% | Reduced |
| MML Investors Services, LLC | 7,544 | $463.0K | 0.00% | −771−9.3% | Reduced |
| Cetera Advisor Networks LLC | 7,441 | $456.7K | 0.00% | −734−9.0% | Reduced |
| Kestra Private Wealth Services, LLC | 7,374 | $452.6K | 0.02% | +895+13.8% | Added |
| Pathstone Family Office, LLC | 7,344 | $443.2K | 0.01% | −1,498−16.9% | Reduced |
| Signaturefd, LLC | 7,217 | $443.0K | 0.01% | +653+9.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,171 | $440.0K | 0.02% | −7,130−49.9% | Reduced |
| Centennial Wealth Advisory LLC | 7,104 | $436.1K | 0.23% | +764+12.1% | Added |
| Atom Investors LP | 6,897 | $423.3K | 0.23% | +863+14.3% | Added |
| Vestcor Inc | 6,836 | $420.0K | 0.02% | −47−0.7% | Reduced |
| Conning Inc. | 6,842 | $420.0K | 0.01% | −45−0.7% | Reduced |
| National Asset Management, Inc. | 6,822 | $418.8K | 0.01% | +1,735+34.1% | Added |
| Blair William & Co | 6,805 | $417.7K | 0.00% | +555+8.9% | Added |
| Ronald Blue Trust, Inc. | 6,294 | $398.0K | 0.01% | +290+4.8% | Added |
| Jump Financial, LLC | 6,396 | $392.6K | 0.02% | +6,396 | New |
| Acrisure Capital Management, LLC | 6,310 | $387.3K | 0.39% | +1,318+26.4% | Added |
| Quadrature Capital Ltd | 6,243 | $383.1K | 0.01% | +3,055+95.8% | Added |
| Walleye Trading LLC | 6,233 | $382.6K | 0.01% | +6,233 | New |
| Bridgefront Capital, LLC | 6,172 | $378.8K | 0.23% | +6,172 | New |
| Wedbush Securities Inc | 6,165 | $378.0K | 0.02% | +20.0% | Added |
| Balentine LLC | 6,134 | $376.5K | 0.01% | −576−8.6% | Reduced |
| Ci Investments Inc. | 6,122 | $376.0K | 0.00% | −188,705−96.9% | Reduced |
| Daymark Wealth Partners, LLC | 6,113 | $375.2K | 0.05% | +6,113 | New |
| Ballentine Partners, LLC | 5,891 | $361.6K | 0.01% | +5,891 | New |
| Executive Wealth Management, LLC | 5,870 | $360.4K | 0.04% | −327−5.3% | Reduced |