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, Q2 2023
Institutional positions in CMS Energy Corp as of Jun 30, 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
- 629
- 0 vs. Q1 2023
- Shares held
- 277.5M
- +5.49M (+2.0%) vs. Q1 2023
- Total value
- $16.3B
- −$388.3M (−2.3%) vs. Q1 2023
- New holders
- 56
- 246 more added
- Sold out
- 56
- 203 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Comerica Bank | 4,348 | $0 | 0.00% | +4,348 | New |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Trust Co of Vermont | 1 | $59 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $235 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $294 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 59 | $376 | 0.00% | +59 | New |
| USA Financial Portformulas Corp | 7 | $411 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $411 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $411 | 0.00% | +7 | New |
| TFC Financial Management | 7 | $412 | 0.00% | +7 | New |
| Abound Wealth Management | 7 | $415 | 0.00% | +7 | New |
| Colonial Trust Advisors | 12 | $705 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $705 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $823 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $823 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| VitalStone Financial, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Baystate Wealth Management LLC | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $1.06K | 0.00% | +2+12.5% | Added |
| Sandy Spring Bank | 18 | $1.06K | 0.00% | +18 | New |
| Sunbelt Securities, Inc. | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 33 | $1.94K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $2.06K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 37 | $2.17K | 0.00% | −58−61.1% | Reduced |
| Boyd Watterson Asset Management LLC | 39 | $2.29K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 39 | $2.29K | 0.00% | +30+333.3% | Added |
| Cornerstone Planning Group LLC | 40 | $2.35K | 0.00% | +40 | New |
| Trifecta Capital Advisors, LLC | 42 | $2.47K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 43 | $2.53K | 0.00% | 00.0% | Unchanged |
| American National Bank | 44 | $2.58K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 44 | $2.58K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 47 | $2.76K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 47 | $2.98K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 58 | $3.00K | 0.00% | −5−7.9% | Reduced |
| Eagle Bay Advisors LLC | 59 | $3.44K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 62 | $3.64K | 0.00% | 00.0% | Unchanged |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $4.19K | 0.00% | −773−91.6% | Reduced |
| Elequin Capital LP | 72 | $4.23K | 0.00% | +72 | New |
| JFS Wealth Advisors, LLC | 74 | $4.35K | 0.00% | −70−48.6% | Reduced |
| Red Tortoise LLC | 77 | $4.52K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 79 | $4.64K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 79 | $4.64K | 0.00% | +79 | New |
| Bell Investment Advisors, Inc | 85 | $4.99K | 0.00% | +8+10.4% | Added |
| Bangor Savings Bank | 88 | $5.17K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 95 | $5.58K | 0.00% | +40+72.7% | Added |
| Umb Bank N A | 97 | $5.70K | 0.00% | +19+24.4% | Added |
| Cherry Tree Wealth Management, LLC | 97 | $5.70K | 0.00% | +97 | New |
| Cambridge Trust Co | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 102 | $6.00K | 0.00% | +102 | New |
| West Tower Group, LLC | 111 | $6.52K | 0.00% | +111 | New |
| HM Payson & Co | 111 | $6.52K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $6.70K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 120 | $7.05K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 121 | $7.11K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 121 | $7.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 135 | $7.93K | 0.00% | +9+7.1% | Added |
| SRS Capital Advisors, Inc. | 138 | $8.11K | 0.00% | +37+36.6% | Added |
| Toth Financial Advisory Corp | 148 | $8.70K | 0.00% | −100−40.3% | Reduced |
| DT Investment Partners, LLC | 145 | $8.76K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 154 | $9.05K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 158 | $9.28K | 0.00% | −20−11.2% | Reduced |
| Prestige Wealth Management Group LLC | 168 | $9.87K | 0.00% | +13+8.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 177 | $10.4K | 0.00% | +177 | New |
| Glassman Wealth Services | 181 | $10.6K | 0.00% | +16+9.7% | Added |
| Farmers & Merchants Investments Inc | 191 | $11.2K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 200 | $11.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 204 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 213 | $12.5K | 0.00% | −1−0.5% | Reduced |
| Nemes Rush Group LLC | 216 | $12.7K | 0.00% | +216 | New |
| Versant Capital Management, Inc | 217 | $12.7K | 0.00% | +6+2.8% | Added |
| TSFG, LLC | 216 | $13.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 230 | $13.0K | 0.01% | +230 | New |
| Riverview Trust Co | 222 | $13.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 222 | $13.0K | 0.00% | +16+7.8% | Added |
| ICA Group Wealth Management, LLC | 261 | $15.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 299 | $17.6K | 0.00% | +38+14.6% | Added |
| Cary Street Partner Investment Advisory LLC | 300 | $17.6K | 0.00% | −977−76.5% | Reduced |
| JNBA Financial Advisors | 300 | $17.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 303 | $17.8K | 0.00% | +303 | New |
| Thompson Siegel & Walmsley LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 311 | $18.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 333 | $19.6K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $19.7K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 338 | $19.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 381 | $22.0K | 0.01% | −192−33.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 400 | $23.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 400 | $23.5K | 0.01% | +1+0.3% | Added |
| Quarry LP | 402 | $23.6K | 0.02% | −497−55.3% | Reduced |
| CNB Bank | 413 | $24.3K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 418 | $25.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $25.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 429 | $25.2K | 0.01% | +8+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $28.1K | 0.00% | 00.0% | Unchanged |