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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1,055 | $62.0K | 0.00% | +244+30.1% | Added |
| State of Wyoming | 1,018 | $59.8K | 0.02% | +256+33.6% | Added |
| Global Retirement Partners, LLC | 1,009 | $59.3K | 0.00% | +28+2.9% | Added |
| American State Bank (Iowa) | 998 | $58.6K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 992 | $58.0K | 0.04% | +744+300.0% | Added |
| Harbour Investments, Inc. | 987 | $58.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 954 | $56.0K | 0.01% | +156+19.5% | Added |
| Cranbrook Wealth Management, LLC | 873 | $51.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 846 | $49.7K | 0.01% | +28+3.4% | Added |
| CVA Family Office, LLC | 820 | $48.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 818 | $48.1K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 800 | $47.0K | 0.00% | −23−2.8% | Reduced |
| Centerpoint Advisors, LLC | 800 | $47.0K | 0.02% | +800 | New |
| Private Trust Co NA | 782 | $45.9K | 0.01% | −245−23.9% | Reduced |
| Salem Investment Counselors Inc | 755 | $44.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 757 | $44.0K | 0.00% | −635−45.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 738 | $43.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 719 | $42.2K | 0.01% | +127+21.5% | Added |
| Center for Financial Planning, Inc. | 663 | $39.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 632 | $37.1K | 0.00% | +13+2.1% | Added |
| Brown Brothers Harriman & Co | 606 | $35.6K | 0.00% | −38−5.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 600 | $35.0K | 0.00% | −715−54.4% | Reduced |
| Vigilant Capital Management, LLC | 582 | $34.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 557 | $33.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 559 | $32.8K | 0.02% | +223+66.4% | Added |
| Deseret Mutual Benefit Administrators | 531 | $31.2K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $29.4K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 499 | $29.3K | 0.00% | −3−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $28.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 429 | $25.2K | 0.01% | +8+1.9% | Added |
| 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 |
| CNB Bank | 413 | $24.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 402 | $23.6K | 0.02% | −497−55.3% | Reduced |
| SJS Investment Consulting Inc. | 400 | $23.5K | 0.01% | +1+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $23.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 381 | $22.0K | 0.01% | −192−33.5% | Reduced |
| Johnson Financial Group, Inc. | 338 | $19.9K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 335 | $19.7K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 333 | $19.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 311 | $18.3K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 303 | $17.8K | 0.00% | +303 | New |
| 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 |
| Hexagon Capital Partners LLC | 299 | $17.6K | 0.00% | +38+14.6% | Added |
| ICA Group Wealth Management, LLC | 261 | $15.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| TSFG, LLC | 216 | $13.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 230 | $13.0K | 0.01% | +230 | New |
| Versant Capital Management, Inc | 217 | $12.7K | 0.00% | +6+2.8% | Added |
| Nemes Rush Group LLC | 216 | $12.7K | 0.00% | +216 | New |
| MV Capital Management, Inc. | 213 | $12.5K | 0.00% | −1−0.5% | Reduced |
| Sound Income Strategies, LLC | 204 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 200 | $11.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $11.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 181 | $10.6K | 0.00% | +16+9.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 177 | $10.4K | 0.00% | +177 | New |
| Prestige Wealth Management Group LLC | 168 | $9.87K | 0.00% | +13+8.4% | Added |
| Federated Hermes, Inc. | 158 | $9.28K | 0.00% | −20−11.2% | Reduced |
| West Paces Advisors Inc. | 154 | $9.05K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 145 | $8.76K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 148 | $8.70K | 0.00% | −100−40.3% | Reduced |
| SRS Capital Advisors, Inc. | 138 | $8.11K | 0.00% | +37+36.6% | Added |
| Geneos Wealth Management Inc. | 135 | $7.93K | 0.00% | +9+7.1% | Added |
| Arrow Financial Corp | 121 | $7.11K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 121 | $7.11K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 120 | $7.05K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $6.70K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 111 | $6.52K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 111 | $6.52K | 0.00% | +111 | New |
| GW&K Investment Management, LLC | 102 | $6.00K | 0.00% | +102 | New |
| Cambridge Trust Co | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| 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 |
| HighMark Wealth Management LLC | 95 | $5.58K | 0.00% | +40+72.7% | Added |
| Bangor Savings Bank | 88 | $5.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $4.99K | 0.00% | +8+10.4% | Added |
| Tfo-TDC, LLC | 79 | $4.64K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 79 | $4.64K | 0.00% | +79 | New |
| Red Tortoise LLC | 77 | $4.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 74 | $4.35K | 0.00% | −70−48.6% | Reduced |
| Elequin Capital LP | 72 | $4.23K | 0.00% | +72 | New |
| Carolinas Wealth Consulting LLC | 71 | $4.19K | 0.00% | −773−91.6% | Reduced |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 62 | $3.64K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 59 | $3.44K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 58 | $3.00K | 0.00% | −5−7.9% | Reduced |
| FinTrust Capital Advisors, LLC | 47 | $2.98K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 47 | $2.76K | 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 |
| Central Trust Co | 43 | $2.53K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $2.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $2.35K | 0.00% | +40 | New |
| Manchester Capital Management LLC | 39 | $2.29K | 0.00% | +30+333.3% | Added |
| Boyd Watterson Asset Management LLC | 39 | $2.29K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 37 | $2.17K | 0.00% | −58−61.1% | Reduced |