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 |
|---|---|---|---|---|---|
| MQS Management LLC | 5,862 | $359.8K | 0.23% | +5,862 | New |
| Kestra Advisory Services, LLC | 5,816 | $357.0K | 0.00% | −6,895−54.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,775 | $354.5K | 0.31% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 5,757 | $353.4K | 0.04% | −1,112−16.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,684 | $349.0K | 0.01% | −2,816−33.1% | Reduced |
| Cetera Investment Advisers | 5,664 | $347.7K | 0.00% | −709−11.1% | Reduced |
| Quadrant Capital Group LLC | 5,661 | $347.5K | 0.04% | +767+15.7% | Added |
| Tokio Marine Asset Management Co Ltd | 5,625 | $345.3K | 0.02% | +605+12.1% | Added |
| AIA Group Ltd | 5,522 | $338.9K | 0.02% | −997−15.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,506 | $338.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,330 | $327.2K | 0.02% | +120+2.3% | Added |
| Rockefeller Capital Management L.P. | 5,166 | $316.0K | 0.00% | +714+16.0% | Added |
| Transcend Wealth Collective, LLC | 5,146 | $315.9K | 0.03% | +43+0.8% | Added |
| Sciencast Management LP | 5,100 | $314.1K | 0.42% | +5,100 | New |
| Krilogy Financial LLC | 5,113 | $313.8K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,031 | $309.0K | 0.13% | +632+14.4% | Added |
| Great Lakes Advisors, LLC | 4,978 | $305.6K | 0.00% | +23+0.5% | Added |
| Values First Advisors, Inc. | 4,964 | $304.7K | 0.19% | +202+4.2% | Added |
| Alberta Investment Management Corp | 4,900 | $300.8K | 0.00% | −52,640−91.5% | Reduced |
| Benedetti & Gucer, Inc. | 4,864 | $299.0K | 0.17% | +4,864 | New |
| Coldstream Capital Management Inc | 4,845 | $297.4K | 0.01% | +1,015+26.5% | Added |
| Vident Investment Advisory, LLC | 4,831 | $296.5K | 0.01% | −22,092−82.1% | Reduced |
| Capital Investment Advisors, LLC | 4,830 | $296.4K | 0.01% | +17+0.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,801 | $294.7K | 0.13% | +351+7.9% | Added |
| Bailard, Inc. | 4,783 | $293.6K | 0.01% | −93−1.9% | Reduced |
| Brookfield Asset Management Inc. | 4,778 | $293.3K | 0.00% | +4,778 | New |
| WSFS Capital Management, LLC | 4,760 | $292.2K | 0.03% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $292.0K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,713 | $289.3K | 0.02% | +2,838+151.4% | Added |
| Sequoia Financial Advisors, LLC | 4,711 | $289.1K | 0.01% | +4,711 | New |
| Virtus ETF Advisers LLC | 4,692 | $288.0K | 0.16% | −1,799−27.7% | Reduced |
| Blueshift Asset Management, LLC | 4,682 | $287.4K | 0.12% | +664+16.5% | Added |
| Credit Agricole S A | 4,557 | $279.7K | 0.01% | −1,379−23.2% | Reduced |
| OneAscent Wealth Management LLC | 4,538 | $279.0K | 0.11% | +42+0.9% | Added |
| V Wealth Advisors LLC | 4,478 | $274.9K | 0.05% | +34+0.8% | Added |
| Massmutual Trust Co FSB | 4,457 | $273.6K | 0.01% | +261+6.2% | Added |
| Fulton Bank, N.A. | 4,452 | $273.3K | 0.01% | −159−3.4% | Reduced |
| First Heartland Consultants, Inc. | 4,450 | $273.2K | 0.04% | +47+1.1% | Added |
| Symmetry Partners, LLC | 4,324 | $265.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,316 | $265.0K | 0.01% | −49−1.1% | Reduced |
| Pitcairn Co | 4,300 | $263.9K | 0.02% | +55+1.3% | Added |
| Aviva PLC | 4,282 | $262.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,815 | $262.7K | 0.01% | −2,587−30.8% | Reduced |
| Prosperity Financial Group, Inc. | 4,105 | $252.0K | 0.25% | −100−2.4% | Reduced |
| Strategy Asset Managers LLC | 4,099 | $251.6K | 0.06% | +4+0.1% | Added |
| Financial Counselors Inc | 4,083 | $251.0K | 0.01% | −22−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 4,076 | $250.0K | 0.00% | −1,100−21.3% | Reduced |
| Journey Advisory Group, LLC | 4,050 | $248.6K | 0.04% | +850+26.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 4,032 | $247.5K | 0.15% | −29−0.7% | Reduced |
| Stephens Consulting, LLC | 4,031 | $247.4K | 0.15% | +6+0.1% | Added |
| Endurance Wealth Management, Inc. | 4,000 | $246.0K | 0.03% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,792 | $232.8K | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,777 | $231.8K | 0.00% | +60+1.6% | Added |
| Venture Visionary Partners LLC | 3,769 | $231.3K | 0.01% | +261+7.4% | Added |
| Clarius Group, LLC | 3,720 | $228.3K | 0.02% | +60+1.6% | Added |
| XTX Topco Ltd | 3,714 | $228.0K | 0.05% | +3,714 | New |
| Toroso Investments, LLC | 3,665 | $225.0K | 0.01% | +3,665 | New |
| Horizon Investments, LLC | 3,691 | $224.7K | 0.01% | +313+9.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,655 | $224.3K | 0.04% | +5+0.1% | Added |
| Azimuth Capital Investment Management LLC | 3,622 | $222.3K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,589 | $220.3K | 0.22% | +115+3.3% | Added |
| Dana Investment Advisors, Inc. | 3,557 | $218.3K | 0.01% | −374−9.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,528 | $216.5K | 0.04% | +330+10.3% | Added |
| Pointe Capital Management LLC | 3,515 | $215.8K | 0.16% | −864−19.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,504 | $215.1K | 0.01% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 3,479 | $213.6K | 0.12% | +3,479 | New |
| Csenge Advisory Group | 3,478 | $213.5K | 0.02% | +3,478 | New |
| Beacon Pointe Advisors, LLC | 3,473 | $213.2K | 0.00% | +256+8.0% | Added |
| Cigna Investments Inc | 3,482 | $213.0K | 0.04% | −91−2.5% | Reduced |
| Full Sail Capital, LLC | 3,445 | $211.5K | 0.02% | +41+1.2% | Added |
| Hilton Capital Management, LLC | 3,311 | $209.7K | 0.03% | +3,311 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3,406 | $209.1K | 0.15% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,400 | $208.7K | 0.10% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,334 | $204.6K | 0.01% | −165−4.7% | Reduced |
| SG Americas Securities, LLC | 3,283 | $202.0K | 0.00% | −13,051−79.9% | Reduced |
| AM Squared Ltd | 3,200 | $196.4K | 0.15% | +3,200 | New |
| Crewe Advisors LLC | 3,167 | $194.4K | 0.03% | −205−6.1% | Reduced |
| Machina Capital S.A.S. | 2,799 | $171.8K | 0.15% | +2,799 | New |
| Whittier Trust Co of Nevada Inc | 2,748 | $168.7K | 0.01% | +255+10.2% | Added |
| US Asset Management LLC | 2,681 | $165.0K | 0.17% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,336 | $143.4K | 0.15% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,270 | $139.3K | 0.01% | +2,270 | New |
| Clearstead Advisors, LLC | 2,067 | $126.9K | 0.01% | +1,050+103.2% | Added |
| Sentry Investment Management LLC | 1,899 | $117.0K | 0.05% | +1,899 | New |
| Colonial Trust Co | 1,892 | $116.1K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,836 | $112.7K | 0.01% | +28+1.5% | Added |
| Spire Wealth Management | 1,810 | $111.1K | 0.00% | +779+75.6% | Added |
| Virtus Investment Advisers, Inc. | 1,768 | $108.5K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,752 | $107.5K | 0.01% | +14+0.8% | Added |
| First Financial Corp | 1,705 | $104.7K | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $95.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,526 | $93.7K | 0.01% | −104−6.4% | Reduced |
| 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 |
| Costello Asset Management, INC | 1,408 | $86.4K | 0.09% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,392 | $85.0K | 0.00% | +887+175.6% | Added |
| Beacon Capital Management, LLC | 1,364 | $83.7K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,320 | $81.1K | 0.00% | +119+9.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,315 | $81.0K | 0.00% | +51+4.0% | Added |
| Farther Finance Advisors, LLC | 1,289 | $79.1K | 0.02% | −126−8.9% | Reduced |