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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 499 | $29.3K | 0.00% | −3−0.6% | Reduced |
| Hallmark Capital Management Inc | 500 | $29.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 531 | $31.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 559 | $32.8K | 0.02% | +223+66.4% | Added |
| Global Financial Private Client, LLC | 557 | $33.3K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 582 | $34.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 600 | $35.0K | 0.00% | −715−54.4% | Reduced |
| Brown Brothers Harriman & Co | 606 | $35.6K | 0.00% | −38−5.9% | Reduced |
| AdvisorNet Financial, Inc | 632 | $37.1K | 0.00% | +13+2.1% | Added |
| Center for Financial Planning, Inc. | 663 | $39.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 719 | $42.2K | 0.01% | +127+21.5% | Added |
| Kistler-Tiffany Companies, LLC | 738 | $43.4K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 757 | $44.0K | 0.00% | −635−45.6% | Reduced |
| Salem Investment Counselors Inc | 755 | $44.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $45.9K | 0.01% | −245−23.9% | Reduced |
| BerganKDV Wealth Management, LLC | 800 | $47.0K | 0.00% | −23−2.8% | Reduced |
| Centerpoint Advisors, LLC | 800 | $47.0K | 0.02% | +800 | New |
| Cullen/Frost Bankers, Inc. | 818 | $48.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 820 | $48.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 846 | $49.7K | 0.01% | +28+3.4% | Added |
| Cranbrook Wealth Management, LLC | 873 | $51.3K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 954 | $56.0K | 0.01% | +156+19.5% | Added |
| Harbour Investments, Inc. | 987 | $58.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 992 | $58.0K | 0.04% | +744+300.0% | Added |
| American State Bank (Iowa) | 998 | $58.6K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,009 | $59.3K | 0.00% | +28+2.9% | Added |
| State of Wyoming | 1,018 | $59.8K | 0.02% | +256+33.6% | Added |
| Proequities, Inc. | 1,055 | $62.0K | 0.00% | +244+30.1% | Added |
| Caldwell Trust Co | 1,087 | $63.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $64.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,122 | $65.9K | 0.00% | +40+3.7% | Added |
| Harbor Investment Advisory, LLC | 1,140 | $67.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,179 | $69.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,190 | $69.9K | 0.01% | +1+0.1% | Added |
| Fiduciary Alliance LLC | 1,195 | $70.2K | 0.02% | +1,195 | New |
| Alta Advisers Ltd | 1,200 | $70.5K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,206 | $70.9K | 0.01% | +1,206 | New |
| EverSource Wealth Advisors, LLC | 1,287 | $75.6K | 0.01% | +170+15.2% | Added |
| Farther Finance Advisors, LLC | 1,299 | $76.3K | 0.02% | +10+0.8% | Added |
| Beacon Capital Management, LLC | 1,364 | $80.1K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $82.7K | 0.07% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,463 | $86.0K | 0.01% | +550+60.2% | Added |
| Oakworth Capital, Inc. | 1,495 | $87.8K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,523 | $89.5K | 0.00% | +247+19.4% | Added |
| Parallel Advisors, LLC | 1,533 | $90.1K | 0.00% | +213+16.1% | Added |
| Acadian Asset Management LLC | 1,551 | $91.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,561 | $91.7K | 0.01% | +66+4.4% | Added |
| First Horizon Advisors, Inc. | 1,642 | $96.5K | 0.00% | +1,100+203.0% | Added |
| First Financial Corp | 1,705 | $100.2K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,796 | $105.5K | 0.01% | +44+2.5% | Added |
| Spire Wealth Management | 1,814 | $106.6K | 0.00% | +4+0.2% | Added |
| Penserra Capital Management LLC | 1,893 | $110.0K | 0.00% | +1,877+11,731.3% | Added |
| TD Private Client Wealth LLC | 1,873 | $110.0K | 0.00% | +37+2.0% | Added |
| Colonial Trust Co | 1,894 | $111.3K | 0.03% | +2+0.1% | Added |
| Sentry Investment Management LLC | 1,899 | $112.0K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,909 | $114.0K | 0.00% | +1,530+403.7% | Added |
| Clearstead Advisors, LLC | 2,317 | $136.1K | 0.01% | +250+12.1% | Added |
| V-Square Quantitative Management LLC | 2,325 | $136.6K | 0.10% | +2,325 | New |
| Credit Agricole S A | 2,428 | $142.6K | 0.00% | −2,129−46.7% | Reduced |
| Crewe Advisors LLC | 2,500 | $146.9K | 0.02% | −667−21.1% | Reduced |
| Alaska Permanent Fund Corp | 2,505 | $147.2K | 0.00% | +2,505 | New |
| Whittier Trust Co of Nevada Inc | 2,727 | $160.2K | 0.01% | −21−0.8% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,406 | $200.1K | 0.14% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,411 | $200.4K | 0.02% | −309−8.3% | Reduced |
| Full Sail Capital, LLC | 3,445 | $202.4K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,482 | $204.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,504 | $205.9K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,515 | $206.5K | 0.16% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,570 | $209.7K | 0.01% | −887−19.9% | Reduced |
| Strait & Sound Wealth Management LLC | 3,589 | $210.9K | 0.21% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,591 | $211.0K | 0.03% | +3,591 | New |
| Stratos Wealth Partners, LTD. | 3,612 | $212.2K | 0.00% | −704−16.3% | Reduced |
| Azimuth Capital Investment Management LLC | 3,622 | $212.8K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,624 | $212.9K | 0.01% | +67+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,655 | $214.7K | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,741 | $219.8K | 0.13% | −951−20.3% | Reduced |
| Trust Investment Advisors | 3,761 | $221.0K | 0.18% | +3,761 | New |
| Jmac Enterprises LLC | 3,792 | $222.8K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,792 | $222.8K | 0.01% | +23+0.6% | Added |
| Fund Management at Engine No. 1 LLC | 3,797 | $223.1K | 0.04% | +269+7.6% | Added |
| Lido Advisors, LLC | 3,875 | $227.7K | 0.00% | +3,875 | New |
| Landscape Capital Management, L.L.C. | 3,975 | $233.5K | 0.03% | +3,975 | New |
| Endurance Wealth Management, Inc. | 4,000 | $235.0K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,002 | $235.1K | 0.01% | −1,889−32.1% | Reduced |
| Horizon Investments, LLC | 4,067 | $237.0K | 0.01% | +376+10.2% | Added |
| Stephens Consulting, LLC | 4,037 | $237.2K | 0.09% | +6+0.1% | Added |
| Journey Advisory Group, LLC | 4,050 | $237.9K | 0.04% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 4,076 | $239.5K | 0.00% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 4,105 | $241.2K | 0.21% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,112 | $241.6K | 0.03% | −601−12.8% | Reduced |
| Strategy Asset Managers LLC | 4,216 | $247.7K | 0.05% | +117+2.9% | Added |
| Pitcairn Co | 4,260 | $250.3K | 0.02% | −40−0.9% | Reduced |
| Aviva PLC | 4,282 | $251.6K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,324 | $254.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,337 | $255.0K | 0.01% | +672+18.3% | Added |
| Beacon Bridge Wealth Partners, LLC | 4,355 | $255.9K | 0.13% | +323+8.0% | Added |
| Fulton Bank, N.A. | 4,432 | $260.4K | 0.01% | −20−0.4% | Reduced |
| V Wealth Advisors LLC | 4,444 | $261.1K | 0.04% | −34−0.8% | Reduced |
| IFP Advisors, Inc | 5,807 | $262.3K | 0.01% | −8−0.1% | Reduced |
| First Heartland Consultants, Inc. | 4,495 | $264.1K | 0.03% | +45+1.0% | Added |