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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 5,748 | $343.9K | 0.00% | −1,596−21.7% | Reduced |
| Kestra Advisory Services, LLC | 5,849 | $343.6K | 0.00% | +33+0.6% | Added |
| Meeder Advisory Services, Inc. | 5,815 | $341.6K | 0.04% | +58+1.0% | Added |
| Capstone Investment Advisors, LLC | 5,784 | $339.8K | 0.01% | +5,070+710.1% | Added |
| Personal Cfo Solutions, LLC | 5,717 | $335.9K | 0.07% | +5,717 | New |
| Cetera Investment Advisers | 5,708 | $335.4K | 0.00% | +44+0.8% | Added |
| Executive Wealth Management, LLC | 5,691 | $334.4K | 0.03% | −179−3.0% | Reduced |
| Rockefeller Capital Management L.P. | 5,502 | $323.3K | 0.00% | +336+6.5% | Added |
| Wetherby Asset Management Inc | 5,438 | $319.5K | 0.02% | +108+2.0% | Added |
| Nebula Research & Development LLC | 5,217 | $306.5K | 0.23% | +5,217 | New |
| Benedetti & Gucer, Inc. | 5,064 | $298.0K | 0.15% | +200+4.1% | Added |
| Portman Square Capital LLP | 5,044 | $296.3K | 0.05% | +5,044 | New |
| Integrated Wealth Concepts LLC | 4,940 | $290.2K | 0.00% | +4,940 | New |
| Sequoia Financial Advisors, LLC | 4,912 | $288.6K | 0.00% | +201+4.3% | Added |
| Coldstream Capital Management Inc | 4,909 | $288.4K | 0.01% | +64+1.3% | Added |
| Great Lakes Advisors, LLC | 4,906 | $288.2K | 0.00% | −72−1.4% | Reduced |
| Values First Advisors, Inc. | 4,904 | $288.1K | 0.17% | −60−1.2% | Reduced |
| Alberta Investment Management Corp | 4,900 | $287.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,649 | $285.0K | 0.00% | −1,645−26.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,801 | $282.1K | 0.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 4,800 | $282.0K | 0.06% | +4,250+772.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,775 | $280.5K | 0.25% | −1,000−17.3% | Reduced |
| WSFS Capital Management, LLC | 4,760 | $279.6K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 4,754 | $279.3K | 0.01% | −29−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,750 | $279.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,718 | $277.2K | 0.01% | −112−2.3% | Reduced |
| Headlands Technologies LLC | 4,691 | $275.6K | 0.09% | +4,691 | New |
| Mather Group, LLC. | 4,610 | $270.8K | 0.00% | +4,610 | New |
| First Heartland Consultants, Inc. | 4,495 | $264.1K | 0.03% | +45+1.0% | Added |
| IFP Advisors, Inc | 5,807 | $262.3K | 0.01% | −8−0.1% | Reduced |
| V Wealth Advisors LLC | 4,444 | $261.1K | 0.04% | −34−0.8% | Reduced |
| Fulton Bank, N.A. | 4,432 | $260.4K | 0.01% | −20−0.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 4,355 | $255.9K | 0.13% | +323+8.0% | Added |
| Toroso Investments, LLC | 4,337 | $255.0K | 0.01% | +672+18.3% | Added |
| Symmetry Partners, LLC | 4,324 | $254.0K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 4,282 | $251.6K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,260 | $250.3K | 0.02% | −40−0.9% | Reduced |
| Strategy Asset Managers LLC | 4,216 | $247.7K | 0.05% | +117+2.9% | Added |
| Belpointe Asset Management LLC | 4,112 | $241.6K | 0.03% | −601−12.8% | Reduced |
| Prosperity Financial Group, Inc. | 4,105 | $241.2K | 0.21% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 4,076 | $239.5K | 0.00% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 4,050 | $237.9K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,037 | $237.2K | 0.09% | +6+0.1% | Added |
| Horizon Investments, LLC | 4,067 | $237.0K | 0.01% | +376+10.2% | Added |
| Ballentine Partners, LLC | 4,002 | $235.1K | 0.01% | −1,889−32.1% | Reduced |
| Endurance Wealth Management, Inc. | 4,000 | $235.0K | 0.03% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 3,975 | $233.5K | 0.03% | +3,975 | New |
| Lido Advisors, LLC | 3,875 | $227.7K | 0.00% | +3,875 | New |
| Fund Management at Engine No. 1 LLC | 3,797 | $223.1K | 0.04% | +269+7.6% | Added |
| Venture Visionary Partners LLC | 3,792 | $222.8K | 0.01% | +23+0.6% | Added |
| Jmac Enterprises LLC | 3,792 | $222.8K | 0.06% | 00.0% | Unchanged |
| Trust Investment Advisors | 3,761 | $221.0K | 0.18% | +3,761 | New |
| Virtus ETF Advisers LLC | 3,741 | $219.8K | 0.13% | −951−20.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,655 | $214.7K | 0.03% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,624 | $212.9K | 0.01% | +67+1.9% | Added |
| Azimuth Capital Investment Management LLC | 3,622 | $212.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,612 | $212.2K | 0.00% | −704−16.3% | Reduced |
| Morningstar Investment Management LLC | 3,591 | $211.0K | 0.03% | +3,591 | New |
| Strait & Sound Wealth Management LLC | 3,589 | $210.9K | 0.21% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,570 | $209.7K | 0.01% | −887−19.9% | Reduced |
| Pointe Capital Management LLC | 3,515 | $206.5K | 0.16% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,504 | $205.9K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,482 | $204.0K | 0.04% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 3,445 | $202.4K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,411 | $200.4K | 0.02% | −309−8.3% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,406 | $200.1K | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,727 | $160.2K | 0.01% | −21−0.8% | Reduced |
| Alaska Permanent Fund Corp | 2,505 | $147.2K | 0.00% | +2,505 | New |
| Crewe Advisors LLC | 2,500 | $146.9K | 0.02% | −667−21.1% | Reduced |
| Credit Agricole S A | 2,428 | $142.6K | 0.00% | −2,129−46.7% | Reduced |
| V-Square Quantitative Management LLC | 2,325 | $136.6K | 0.10% | +2,325 | New |
| Clearstead Advisors, LLC | 2,317 | $136.1K | 0.01% | +250+12.1% | Added |
| TD Waterhouse Canada Inc. | 1,909 | $114.0K | 0.00% | +1,530+403.7% | Added |
| Sentry Investment Management LLC | 1,899 | $112.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 1,894 | $111.3K | 0.03% | +2+0.1% | Added |
| TD Private Client Wealth LLC | 1,873 | $110.0K | 0.00% | +37+2.0% | Added |
| Penserra Capital Management LLC | 1,893 | $110.0K | 0.00% | +1,877+11,731.3% | Added |
| Spire Wealth Management | 1,814 | $106.6K | 0.00% | +4+0.2% | Added |
| Blue Chip Partners, Inc. | 1,796 | $105.5K | 0.01% | +44+2.5% | Added |
| First Financial Corp | 1,705 | $100.2K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,642 | $96.5K | 0.00% | +1,100+203.0% | Added |
| Lindbrook Capital, LLC | 1,561 | $91.7K | 0.01% | +66+4.4% | Added |
| Acadian Asset Management LLC | 1,551 | $91.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,533 | $90.1K | 0.00% | +213+16.1% | Added |
| Gradient Investments LLC | 1,523 | $89.5K | 0.00% | +247+19.4% | Added |
| Oakworth Capital, Inc. | 1,495 | $87.8K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,463 | $86.0K | 0.01% | +550+60.2% | Added |
| Costello Asset Management, INC | 1,408 | $82.7K | 0.07% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,364 | $80.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,299 | $76.3K | 0.02% | +10+0.8% | Added |
| EverSource Wealth Advisors, LLC | 1,287 | $75.6K | 0.01% | +170+15.2% | Added |
| Arlington Partners LLC | 1,206 | $70.9K | 0.01% | +1,206 | New |
| Alta Advisers Ltd | 1,200 | $70.5K | 0.04% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,195 | $70.2K | 0.02% | +1,195 | New |
| GPS Wealth Strategies Group, LLC | 1,190 | $69.9K | 0.01% | +1+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,179 | $69.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,140 | $67.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,122 | $65.9K | 0.00% | +40+3.7% | Added |
| Montag A & Associates Inc | 1,100 | $64.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $63.9K | 0.01% | 00.0% | Unchanged |