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 |
|---|---|---|---|---|---|
| Milestone Investment Advisors LLC | 1,278 | $78.4K | 0.02% | +1,278 | New |
| Cary Street Partner Investment Advisory LLC | 1,277 | $78.4K | 0.01% | +1,225+2,355.8% | Added |
| Gradient Investments LLC | 1,276 | $78.3K | 0.00% | −258−16.8% | Reduced |
| Alta Advisers Ltd | 1,200 | $73.7K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,189 | $73.0K | 0.02% | +1,189 | New |
| Beaird Harris Wealth Management, LLC | 1,179 | $72.4K | 0.01% | −208−15.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,140 | $70.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,117 | $68.6K | 0.01% | +114+11.4% | Added |
| Montag A & Associates Inc | 1,100 | $67.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $66.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,082 | $66.4K | 0.00% | −739−40.6% | Reduced |
| Private Trust Co NA | 1,027 | $63.0K | 0.01% | −32−3.0% | Reduced |
| American State Bank (Iowa) | 998 | $61.3K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 987 | $60.6K | 0.00% | −49−4.7% | Reduced |
| Global Retirement Partners, LLC | 981 | $60.0K | 0.00% | +842+605.8% | Added |
| Institutional & Family Asset Management, LLC | 913 | $56.0K | 0.01% | +48+5.5% | Added |
| Quarry LP | 899 | $55.2K | 0.03% | +899 | New |
| Cranbrook Wealth Management, LLC | 873 | $53.6K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 863 | $53.0K | 0.01% | +863 | New |
| Carolinas Wealth Consulting LLC | 844 | $51.8K | 0.01% | +804+2,010.0% | Added |
| BerganKDV Wealth Management, LLC | 823 | $50.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 820 | $50.3K | 0.01% | −45−5.2% | Reduced |
| Parkside Financial Bank & Trust | 818 | $50.2K | 0.01% | +152+22.8% | Added |
| Cullen/Frost Bankers, Inc. | 818 | $50.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 811 | $49.8K | 0.00% | −6−0.7% | Reduced |
| Desjardins Global Asset Management Inc. | 798 | $49.0K | 0.01% | −78−8.9% | Reduced |
| State of Wyoming | 762 | $46.8K | 0.01% | +61+8.7% | Added |
| Salem Investment Counselors Inc | 755 | $46.3K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 738 | $45.3K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 714 | $43.8K | 0.00% | +714 | New |
| Center for Financial Planning, Inc. | 663 | $40.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 644 | $39.5K | 0.00% | +189+41.5% | Added |
| AdvisorNet Financial, Inc | 619 | $38.0K | 0.00% | −2−0.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 600 | $37.0K | 0.01% | +600 | New |
| Quent Capital, LLC | 592 | $36.3K | 0.01% | +3+0.5% | Added |
| Vigilant Capital Management, LLC | 582 | $36.0K | 0.00% | −78−11.8% | Reduced |
| Clear Street Markets LLC | 573 | $35.0K | 0.01% | +279+94.9% | Added |
| Global Financial Private Client, LLC | 557 | $34.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 550 | $33.8K | 0.01% | +550 | New |
| First Horizon Advisors, Inc. | 542 | $33.3K | 0.00% | −219−28.8% | Reduced |
| Deseret Mutual Benefit Administrators | 531 | $32.6K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 502 | $30.8K | 0.00% | +38+8.2% | Added |
| Hallmark Capital Management Inc | 500 | $30.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $29.4K | 0.00% | 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 |
| Park Place Capital Corp | 421 | $25.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $25.4K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $24.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 399 | $24.5K | 0.01% | +282+241.0% | Added |
| TD Waterhouse Canada Inc. | 379 | $23.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 338 | $20.7K | 0.00% | +154+83.7% | Added |
| Caldwell Sutter Capital, Inc. | 336 | $20.6K | 0.02% | +336 | New |
| Tilia Fiduciary Partners, Inc. | 335 | $20.6K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 333 | $20.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 317 | $19.5K | 0.00% | +9+2.9% | Added |
| Grove Bank & Trust | 311 | $19.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $18.4K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Toth Financial Advisory Corp | 248 | $15.2K | 0.00% | −45−15.4% | Reduced |
| Covestor Ltd | 248 | $15.0K | 0.01% | −5−2.0% | Reduced |
| TCI Wealth Advisors, Inc. | 243 | $14.9K | 0.00% | +157+182.6% | Added |
| Riverview Trust Co | 222 | $13.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 214 | $13.1K | 0.00% | +31+16.9% | Added |
| TSFG, LLC | 216 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 211 | $12.9K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 206 | $12.6K | 0.00% | −107−34.2% | Reduced |
| Sound Income Strategies, LLC | 204 | $12.5K | 0.00% | +75+58.1% | Added |
| Kenfarb & Co. | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $11.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 178 | $10.9K | 0.00% | −9,831−98.2% | Reduced |
| Glassman Wealth Services | 165 | $10.1K | 0.00% | +17+11.5% | Added |
| Prestige Wealth Management Group LLC | 155 | $9.51K | 0.00% | −9−5.5% | Reduced |
| West Paces Advisors Inc. | 154 | $9.45K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 145 | $8.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 144 | $8.84K | 0.00% | +10+7.5% | Added |
| Geneos Wealth Management Inc. | 126 | $7.73K | 0.00% | +26+26.0% | Added |
| 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 |
| Atticus Wealth Management, LLC | 120 | $7.37K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $7.00K | 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 |
| SRS Capital Advisors, Inc. | 101 | $6.21K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $6.14K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $6.14K | 0.00% | +45+81.8% | Added |
| Capital Advisors, Ltd. LLC | 96 | $6.00K | 0.00% | +85+772.7% | Added |
| Horan Securities, Inc. | 95 | $5.83K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 88 | $5.40K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 79 | $4.85K | 0.00% | +71+887.5% | Added |
| Umb Bank N A | 78 | $4.79K | 0.00% | −41−34.5% | Reduced |
| Bell Investment Advisors, Inc | 77 | $4.73K | 0.00% | +16+26.2% | Added |
| Red Tortoise LLC | 77 | $4.73K | 0.00% | +77 | New |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 63 | $4.00K | 0.00% | +63 | New |
| Concord Wealth Partners | 62 | $3.81K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 59 | $3.60K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $3.38K | 0.00% | +7+14.6% | Added |