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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 4,610 | $270.8K | 0.00% | +4,610 | New |
| Headlands Technologies LLC | 4,691 | $275.6K | 0.09% | +4,691 | New |
| Capital Investment Advisors, LLC | 4,718 | $277.2K | 0.01% | −112−2.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,750 | $279.0K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 4,754 | $279.3K | 0.01% | −29−0.6% | Reduced |
| WSFS Capital Management, LLC | 4,760 | $279.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 4,775 | $280.5K | 0.25% | −1,000−17.3% | Reduced |
| Spirit of America Management Corp | 4,800 | $282.0K | 0.06% | +4,250+772.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,801 | $282.1K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,649 | $285.0K | 0.00% | −1,645−26.1% | Reduced |
| Alberta Investment Management Corp | 4,900 | $287.9K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 4,904 | $288.1K | 0.17% | −60−1.2% | Reduced |
| Great Lakes Advisors, LLC | 4,906 | $288.2K | 0.00% | −72−1.4% | Reduced |
| Coldstream Capital Management Inc | 4,909 | $288.4K | 0.01% | +64+1.3% | Added |
| Sequoia Financial Advisors, LLC | 4,912 | $288.6K | 0.00% | +201+4.3% | Added |
| Integrated Wealth Concepts LLC | 4,940 | $290.2K | 0.00% | +4,940 | New |
| Portman Square Capital LLP | 5,044 | $296.3K | 0.05% | +5,044 | New |
| Benedetti & Gucer, Inc. | 5,064 | $298.0K | 0.15% | +200+4.1% | Added |
| Nebula Research & Development LLC | 5,217 | $306.5K | 0.23% | +5,217 | New |
| Wetherby Asset Management Inc | 5,438 | $319.5K | 0.02% | +108+2.0% | Added |
| Rockefeller Capital Management L.P. | 5,502 | $323.3K | 0.00% | +336+6.5% | Added |
| Executive Wealth Management, LLC | 5,691 | $334.4K | 0.03% | −179−3.0% | Reduced |
| Cetera Investment Advisers | 5,708 | $335.4K | 0.00% | +44+0.8% | Added |
| Personal Cfo Solutions, LLC | 5,717 | $335.9K | 0.07% | +5,717 | New |
| Capstone Investment Advisors, LLC | 5,784 | $339.8K | 0.01% | +5,070+710.1% | Added |
| Meeder Advisory Services, Inc. | 5,815 | $341.6K | 0.04% | +58+1.0% | Added |
| Kestra Advisory Services, LLC | 5,849 | $343.6K | 0.00% | +33+0.6% | Added |
| Pathstone Family Office, LLC | 5,748 | $343.9K | 0.00% | −1,596−21.7% | Reduced |
| Quadrant Capital Group LLC | 5,912 | $347.3K | 0.03% | +251+4.4% | Added |
| Ergoteles LLC | 6,165 | $362.2K | 0.02% | −2,915−32.1% | Reduced |
| Ci Investments Inc. | 6,230 | $366.0K | 0.00% | +108+1.8% | Added |
| Atria Wealth Solutions, Inc. | 6,241 | $366.7K | 0.01% | +6,241 | New |
| Wedbush Securities Inc | 6,333 | $372.0K | 0.02% | +168+2.7% | Added |
| Conning Inc. | 6,332 | $372.0K | 0.01% | −510−7.5% | Reduced |
| Blair William & Co | 6,361 | $373.7K | 0.00% | −444−6.5% | Reduced |
| Walleye Trading LLC | 6,414 | $376.8K | 0.02% | +181+2.9% | Added |
| Samalin Investment Counsel, LLC | 6,461 | $379.6K | 0.21% | +6,461 | New |
| Meiji Yasuda Asset Management Co Ltd. | 6,643 | $390.0K | 0.02% | −528−7.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,647 | $390.5K | 0.02% | +1,022+18.2% | Added |
| Balentine LLC | 6,722 | $394.9K | 0.01% | +588+9.6% | Added |
| Centennial Wealth Advisory LLC | 6,808 | $399.9K | 0.21% | −296−4.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,811 | $400.1K | 0.01% | +1,305+23.7% | Added |
| Virtu Financial LLC | 7,048 | $414.0K | 0.03% | +7,048 | New |
| Cetera Advisor Networks LLC | 7,115 | $418.0K | 0.00% | −326−4.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,344 | $431.0K | 0.01% | +1,660+29.2% | Added |
| Summit Financial, LLC | 7,542 | $443.1K | 0.03% | +7,542 | New |
| Kestra Private Wealth Services, LLC | 7,568 | $444.6K | 0.02% | +194+2.6% | Added |
| Raymond James Trust N.A. | 7,681 | $451.0K | 0.01% | −1,017−11.7% | Reduced |
| Boit C F David | 7,800 | $458.3K | 0.30% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,844 | $460.8K | 0.00% | −24,392−75.7% | Reduced |
| Signaturefd, LLC | 7,902 | $464.2K | 0.01% | +685+9.5% | Added |
| Bessemer Group Inc | 7,901 | $465.0K | 0.00% | −30−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 7,995 | $469.7K | 0.03% | −1,614−16.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,217 | $482.7K | 0.01% | +215+2.7% | Added |
| Whittier Trust Co | 8,285 | $486.7K | 0.01% | −40.0% | Reduced |
| Veritable, L.P. | 8,319 | $488.7K | 0.01% | +156+1.9% | Added |
| Amica Retiree Medical Trust | 8,822 | $518.0K | 0.58% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8,836 | $519.1K | 0.06% | −75−0.8% | Reduced |
| Zions Bancorporation, N.A. | 8,911 | $523.5K | 0.04% | −624−6.5% | Reduced |
| Empirical Finance, LLC | 9,084 | $533.7K | 0.04% | +1,078+13.5% | Added |
| Thomas White International Ltd | 9,176 | $539.1K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,200 | $540.5K | 0.01% | +44+0.5% | Added |
| Greenleaf Trust | 9,219 | $541.6K | 0.01% | +591+6.8% | Added |
| Acorn Wealth Advisors, LLC | 9,626 | $565.5K | 0.39% | +305+3.3% | Added |
| ISAM Funds (UK) Ltd | 9,803 | $575.9K | 0.51% | −1,476−13.1% | Reduced |
| Commerce Bank | 9,826 | $577.3K | 0.00% | +358+3.8% | Added |
| Exchange Traded Concepts, LLC | 9,930 | $583.4K | 0.01% | −1,079−9.8% | Reduced |
| Cerity Partners LLC | 9,951 | $584.5K | 0.00% | −92−0.9% | Reduced |
| Ieq Capital, LLC | 10,061 | $591.1K | 0.01% | +373+3.9% | Added |
| Foster & Motley Inc | 10,111 | $594.0K | 0.05% | −537−5.0% | Reduced |
| Finer Wealth Management, Inc. | 10,139 | $595.7K | 0.47% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,176 | $597.8K | 0.01% | +35+0.3% | Added |
| Mirador Capital Partners LP | 10,198 | $599.1K | 0.14% | −155−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,431 | $613.0K | 0.04% | −2,116−16.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,470 | $615.0K | 0.05% | +106+1.0% | Added |
| Banque Cantonale Vaudoise | 10,500 | $617.0K | 0.03% | +155+1.5% | Added |
| Chiron Investment Management, LLC | 10,637 | $624.9K | 0.18% | +10,637 | New |
| Stevens Capital Management LP | 10,667 | $627.0K | 0.13% | +10,667 | New |
| Two Sigma Securities, LLC | 10,808 | $635.0K | 0.05% | +10,808 | New |
| Sherbrooke Park Advisers LLC | 10,895 | $640.1K | 0.34% | +10,895 | New |
| Advisor Partners II, LLC | 11,005 | $646.5K | 0.03% | −1,508−12.1% | Reduced |
| Veriti Management LLC | 11,087 | $651.4K | 0.07% | −959−8.0% | Reduced |
| Sawtooth Solutions, LLC | 11,565 | $679.4K | 0.02% | +44+0.4% | Added |
| Huntington National Bank | 11,643 | $684.0K | 0.01% | −920−7.3% | Reduced |
| Bleakley Financial Group, LLC | 11,659 | $684.9K | 0.02% | +3,562+44.0% | Added |
| CWM, LLC | 11,719 | $689.0K | 0.00% | +4,002+51.9% | Added |
| Atom Investors LP | 11,760 | $690.9K | 0.26% | +4,863+70.5% | Added |
| Ossiam | 11,874 | $697.6K | 0.01% | +776+7.0% | Added |
| Profund Advisors LLC | 12,141 | $713.3K | 0.04% | −1,087−8.2% | Reduced |
| Prospera Financial Services Inc | 12,240 | $719.0K | 0.03% | +457+3.9% | Added |
| Everence Capital Management Inc | 12,530 | $726.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,395 | $728.2K | 0.00% | −15−0.1% | Reduced |
| Metropolitan Life Insurance Co | 12,710 | $746.7K | 0.04% | −317−2.4% | Reduced |
| Algert Global LLC | 12,795 | $751.7K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,841 | $754.4K | 0.03% | −3,319−20.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,089 | $769.0K | 0.03% | +292+2.3% | Added |
| Glenmede Trust Co NA | 12,617 | $774.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 13,223 | $777.0K | 0.02% | +40.0% | Added |
| Quantinno Capital Management LP | 13,493 | $793.0K | 0.05% | +4,371+47.9% | Added |
| Cornercap Investment Counsel Inc | 13,613 | $799.8K | 0.14% | +71+0.5% | Added |