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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.

Other share classesCMSACMSCCMSDCMS.PC

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.

Institutional holdersQ1 2023: 631 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ1 2023: $16.7B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2022.

Institutions holding CMS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FinTrust Capital Advisors, LLC47$2.98K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC47$2.88K0.00%00.0%Unchanged
American National Bank44$2.70K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec44$2.70K0.00%00.0%Unchanged
Central Trust Co43$2.64K0.00%−3,800−98.9%Reduced
Trifecta Capital Advisors, LLC42$2.58K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC39$2.39K0.00%00.0%Unchanged
WR Wealth Planners, LLC35$2.15K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$2.09K0.00%00.0%Unchanged
Magnolia Capital Management Ltd38$2.00K0.00%00.0%Unchanged
Schubert & Co32$1.97K0.00%+7+28.0%Added
Sunbelt Securities, Inc.18$1.10K0.00%+18New
Baystate Wealth Management LLC17$1.08K0.00%00.0%Unchanged
Valley National Advisers Inc18$1.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)9$1.00K0.00%+9New
Disciplined Investments, LLC16$9820.00%−3−15.8%Reduced
Creative Financial Designs Inc14$8590.00%00.0%Unchanged
Larson Financial Group LLC14$8590.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC13$7980.00%+13New
Colonial Trust Advisors12$7370.00%00.0%Unchanged
MCF Advisors LLC12$7370.00%00.0%Unchanged
Manchester Capital Management LLC9$5530.00%00.0%Unchanged
Key Financial Inc7$4300.00%00.0%Unchanged
WestEnd Advisors, LLC–$4300.00%––
USA Financial Portformulas Corp7$4300.00%+7New
Coastal Capital Group, Inc.5$3070.00%00.0%Unchanged
True Wealth Design, LLC4$2460.00%00.0%Unchanged
Trust Co of Vermont1$610.00%00.0%Unchanged
PSI Advisors, LLC1$610.00%00.0%Unchanged
Penserra Capital Management LLC16$00.00%−56,831−100.0%Reduced
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Capital World Investors0$00.00%−843,726−100.0%Sold out
Scout Investments, Inc.0$00.00%−279,990−100.0%Sold out
Adams Diversified Equity Fund, Inc.0$00.00%−242,800−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−173,400−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−164,540−100.0%Sold out
Berger Financial Group, Inc0$00.00%−75,325−100.0%Sold out
Capital International Sarl0$00.00%−47,669−100.0%Sold out
Bridgewater Associates, LP0$00.00%−44,669−100.0%Sold out
Greenland Capital Management LP0$00.00%−39,429−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−34,429−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−26,940−100.0%Sold out
Natixis0$00.00%−26,258−100.0%Sold out
Aurora Investment Counsel0$00.00%−13,033−100.0%Sold out
Toews Corp0$00.00%−12,400−100.0%Sold out
United Services Automobile Association0$00.00%−10,609−100.0%Sold out
Allstate Corp0$00.00%−7,766−100.0%Sold out
Hudson Valley Investment Advisors Inc0$00.00%−7,184−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−6,921−100.0%Sold out
RIA Advisory Group LLC0$00.00%−6,440−100.0%Sold out
Versor Investments LP0$00.00%−6,376−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−5,797−100.0%Sold out
Stephens Inc0$00.00%−5,314−100.0%Sold out
Qtron Investments LLC0$00.00%−4,637−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−4,303−100.0%Sold out
NinePointTwo Capital0$00.00%−4,223−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−3,385−100.0%Sold out
MKT Advisors LLC0$00.00%−3,270−100.0%Sold out
Stock Yards Bank & Trust Co0$00.00%−3,209−100.0%Sold out
FWL Investment Management, LLC0$00.00%−2,250−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,415−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−1,334−100.0%Sold out
DuPont Capital Management Corp0$00.00%−975−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−763−100.0%Sold out
Cutler Group LP0$00.00%−664−100.0%Sold out
General Partner, Inc.0$00.00%−319−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−294−100.0%Sold out
Seldon Capital LP0$00.00%−138−100.0%Sold out
Meeder Asset Management Inc0$00.00%−137−100.0%Sold out
Romano Brothers and Company0$00.00%−105−100.0%Sold out
Bogart Wealth, LLC0$00.00%−100−100.0%Sold out
Norway Savings Bank0$00.00%−88−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−78−100.0%Sold out
PrairieView Partners, LLC0$00.00%−75−100.0%Sold out
Sierra Capital LLC0$00.00%−56−100.0%Sold out
Comerica Securities,inc.0$00.00%−62−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−50−100.0%Sold out
Asset Dedication, LLC0$00.00%−8−100.0%Sold out
Sageworth Trust Co0$00.00%−11−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−15−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−13−100.0%Sold out
New Millennium Group LLC0$00.00%−12−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−12−100.0%Sold out
Addison Advisors LLC0$00.00%−8−100.0%Sold out
Sofos Investments, Inc.0$00.00%−63−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−5−100.0%Sold out
JJJ Advisors Inc.0$00.00%−4−100.0%Sold out
Pendal Group Limited––––Not filed
Personal Capital Advisors Corp––––Not filed
Coann Capital LLC––––Not filed
Comerica Bank––––Not filed
Seeyond––––Not filed
Allstate Investment Management Co––––Not filed
Sanford Advisory Services, LLC––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Alaska Permanent Fund Corp––––Not filed
Financial Advisors Network, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed