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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 17,879 | $1.05M | 0.00% | +130+0.7% | Added |
| First Republic Investment Management, Inc. | 17,749 | $1.04M | 0.01% | −2,635−12.9% | Reduced |
| BLB&B Advisors, LLC | 17,414 | $1.02M | 0.07% | −1,131−6.1% | Reduced |
| Ostrum Asset Management | 17,056 | $1.00M | 0.08% | +51+0.3% | Added |
| HB Wealth Management, LLC | 16,920 | $994.0K | 0.02% | −1,521−8.2% | Reduced |
| Jefferies Financial Group Inc. | 16,909 | $993.4K | 0.02% | +16,909 | New |
| Mirabella Financial Services LLP | 16,799 | $986.9K | 0.11% | +9,111+118.5% | Added |
| Moody National Bank Trust Division | 16,619 | $976.4K | 0.07% | −12−0.1% | Reduced |
| Neuberger Berman Group LLC | 16,570 | $973.5K | 0.00% | −1,477−8.2% | Reduced |
| Private Advisor Group, LLC | 16,466 | $967.4K | 0.01% | −200−1.2% | Reduced |
| Quantbot Technologies LP | 16,372 | $961.9K | 0.06% | +14,102+621.2% | Added |
| Aquatic Capital Management LLC | 16,300 | $958.0K | 0.05% | +16,300 | New |
| Nordea Investment Management AB | 16,168 | $949.2K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,928 | $935.8K | 0.02% | +9,106+133.5% | Added |
| Vestcor Inc | 15,616 | $917.0K | 0.03% | +8,780+128.4% | Added |
| Brinker Capital Investments, LLC | 15,556 | $913.9K | 0.01% | +1,694+12.2% | Added |
| Orion Portfolio Solutions, LLC | 15,556 | $913.9K | 0.01% | +1,694+12.2% | Added |
| Pettee Investors, Inc. | 15,368 | $902.9K | 0.41% | 00.0% | Unchanged |
| Centiva Capital, LP | 15,256 | $896.3K | 0.05% | +7,453+95.5% | Added |
| Metis Global Partners, LLC | 14,848 | $872.3K | 0.05% | +5,710+62.5% | Added |
| Machina Capital S.A.S. | 14,638 | $860.0K | 0.49% | +11,839+423.0% | Added |
| Horizon Kinetics Asset Management LLC | 14,575 | $856.3K | 0.02% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 14,555 | $855.1K | 0.25% | +3,240+28.6% | Added |
| Trexquant Investment LP | 14,545 | $854.5K | 0.02% | −50,245−77.6% | Reduced |
| Cresset Asset Management, LLC | 14,487 | $851.1K | 0.01% | +14,487 | New |
| Sumitomo Life Insurance Co | 14,225 | $835.7K | 0.04% | −1,447−9.2% | Reduced |
| Integrated Investment Consultants, LLC | 14,154 | $831.5K | 0.26% | −4,533−24.3% | Reduced |
| New Mexico Educational Retirement Board | 14,110 | $829.0K | 0.04% | +700+5.2% | Added |
| Cornercap Investment Counsel Inc | 13,613 | $799.8K | 0.14% | +71+0.5% | Added |
| Quantinno Capital Management LP | 13,493 | $793.0K | 0.05% | +4,371+47.9% | Added |
| Hantz Financial Services, Inc. | 13,223 | $777.0K | 0.02% | +40.0% | Added |
| Glenmede Trust Co NA | 12,617 | $774.4K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 13,089 | $769.0K | 0.03% | +292+2.3% | Added |
| Tower Research Capital LLC (TRC) | 12,841 | $754.4K | 0.03% | −3,319−20.5% | Reduced |
| Algert Global LLC | 12,795 | $751.7K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,710 | $746.7K | 0.04% | −317−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,395 | $728.2K | 0.00% | −15−0.1% | Reduced |
| Everence Capital Management Inc | 12,530 | $726.0K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 12,240 | $719.0K | 0.03% | +457+3.9% | Added |
| Profund Advisors LLC | 12,141 | $713.3K | 0.04% | −1,087−8.2% | Reduced |
| Ossiam | 11,874 | $697.6K | 0.01% | +776+7.0% | Added |
| Atom Investors LP | 11,760 | $690.9K | 0.26% | +4,863+70.5% | Added |
| CWM, LLC | 11,719 | $689.0K | 0.00% | +4,002+51.9% | Added |
| Bleakley Financial Group, LLC | 11,659 | $684.9K | 0.02% | +3,562+44.0% | Added |
| Huntington National Bank | 11,643 | $684.0K | 0.01% | −920−7.3% | Reduced |
| Sawtooth Solutions, LLC | 11,565 | $679.4K | 0.02% | +44+0.4% | Added |
| Veriti Management LLC | 11,087 | $651.4K | 0.07% | −959−8.0% | Reduced |
| Advisor Partners II, LLC | 11,005 | $646.5K | 0.03% | −1,508−12.1% | Reduced |
| Sherbrooke Park Advisers LLC | 10,895 | $640.1K | 0.34% | +10,895 | New |
| Two Sigma Securities, LLC | 10,808 | $635.0K | 0.05% | +10,808 | New |
| Stevens Capital Management LP | 10,667 | $627.0K | 0.13% | +10,667 | New |
| Chiron Investment Management, LLC | 10,637 | $624.9K | 0.18% | +10,637 | New |
| Banque Cantonale Vaudoise | 10,500 | $617.0K | 0.03% | +155+1.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,470 | $615.0K | 0.05% | +106+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,431 | $613.0K | 0.04% | −2,116−16.9% | Reduced |
| Mirador Capital Partners LP | 10,198 | $599.1K | 0.14% | −155−1.5% | Reduced |
| Fiduciary Trust Co | 10,176 | $597.8K | 0.01% | +35+0.3% | Added |
| Finer Wealth Management, Inc. | 10,139 | $595.7K | 0.47% | 00.0% | Unchanged |
| Foster & Motley Inc | 10,111 | $594.0K | 0.05% | −537−5.0% | Reduced |
| Ieq Capital, LLC | 10,061 | $591.1K | 0.01% | +373+3.9% | Added |
| Cerity Partners LLC | 9,951 | $584.5K | 0.00% | −92−0.9% | Reduced |
| Exchange Traded Concepts, LLC | 9,930 | $583.4K | 0.01% | −1,079−9.8% | Reduced |
| Commerce Bank | 9,826 | $577.3K | 0.00% | +358+3.8% | Added |
| ISAM Funds (UK) Ltd | 9,803 | $575.9K | 0.51% | −1,476−13.1% | Reduced |
| Acorn Wealth Advisors, LLC | 9,626 | $565.5K | 0.39% | +305+3.3% | Added |
| Greenleaf Trust | 9,219 | $541.6K | 0.01% | +591+6.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,200 | $540.5K | 0.01% | +44+0.5% | Added |
| Thomas White International Ltd | 9,176 | $539.1K | 0.11% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,084 | $533.7K | 0.04% | +1,078+13.5% | Added |
| Zions Bancorporation, N.A. | 8,911 | $523.5K | 0.04% | −624−6.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,836 | $519.1K | 0.06% | −75−0.8% | Reduced |
| Amica Retiree Medical Trust | 8,822 | $518.0K | 0.58% | 00.0% | Unchanged |
| Veritable, L.P. | 8,319 | $488.7K | 0.01% | +156+1.9% | Added |
| Whittier Trust Co | 8,285 | $486.7K | 0.01% | −40.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,217 | $482.7K | 0.01% | +215+2.7% | Added |
| Stratos Wealth Advisors, LLC | 7,995 | $469.7K | 0.03% | −1,614−16.8% | Reduced |
| Bessemer Group Inc | 7,901 | $465.0K | 0.00% | −30−0.4% | Reduced |
| Signaturefd, LLC | 7,902 | $464.2K | 0.01% | +685+9.5% | Added |
| Nomura Holdings Inc | 7,844 | $460.8K | 0.00% | −24,392−75.7% | Reduced |
| Boit C F David | 7,800 | $458.3K | 0.30% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,681 | $451.0K | 0.01% | −1,017−11.7% | Reduced |
| Kestra Private Wealth Services, LLC | 7,568 | $444.6K | 0.02% | +194+2.6% | Added |
| Summit Financial, LLC | 7,542 | $443.1K | 0.03% | +7,542 | New |
| Meiji Yasuda Life Insurance Co | 7,344 | $431.0K | 0.01% | +1,660+29.2% | Added |
| Cetera Advisor Networks LLC | 7,115 | $418.0K | 0.00% | −326−4.4% | Reduced |
| Virtu Financial LLC | 7,048 | $414.0K | 0.03% | +7,048 | New |
| B. Metzler seel. Sohn & Co. AG | 6,811 | $400.1K | 0.01% | +1,305+23.7% | Added |
| Centennial Wealth Advisory LLC | 6,808 | $399.9K | 0.21% | −296−4.2% | Reduced |
| Balentine LLC | 6,722 | $394.9K | 0.01% | +588+9.6% | Added |
| Tokio Marine Asset Management Co Ltd | 6,647 | $390.5K | 0.02% | +1,022+18.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,643 | $390.0K | 0.02% | −528−7.4% | Reduced |
| Samalin Investment Counsel, LLC | 6,461 | $379.6K | 0.21% | +6,461 | New |
| Walleye Trading LLC | 6,414 | $376.8K | 0.02% | +181+2.9% | Added |
| Blair William & Co | 6,361 | $373.7K | 0.00% | −444−6.5% | Reduced |
| Conning Inc. | 6,332 | $372.0K | 0.01% | −510−7.5% | Reduced |
| Wedbush Securities Inc | 6,333 | $372.0K | 0.02% | +168+2.7% | Added |
| Atria Wealth Solutions, Inc. | 6,241 | $366.7K | 0.01% | +6,241 | New |
| Ci Investments Inc. | 6,230 | $366.0K | 0.00% | +108+1.8% | Added |
| Ergoteles LLC | 6,165 | $362.2K | 0.02% | −2,915−32.1% | Reduced |
| Quadrant Capital Group LLC | 5,912 | $347.3K | 0.03% | +251+4.4% | Added |