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 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 35 | $2.06K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 33 | $1.94K | 0.00% | +33 | New |
| Sunbelt Securities, Inc. | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $1.06K | 0.00% | +2+12.5% | Added |
| Sandy Spring Bank | 18 | $1.06K | 0.00% | +18 | New |
| Baystate Wealth Management LLC | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| VitalStone Financial, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Creative Financial Designs Inc | 14 | $823 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $823 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $705 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $705 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $415 | 0.00% | +7 | New |
| TFC Financial Management | 7 | $412 | 0.00% | +7 | New |
| USA Financial Portformulas Corp | 7 | $411 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $411 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $411 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 59 | $376 | 0.00% | +59 | New |
| Coastal Capital Group, Inc. | 5 | $294 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $235 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $59 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Comerica Bank | 4,348 | $0 | 0.00% | +4,348 | New |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −458,200−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −188,374−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −147,305−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −80,409−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −49,597−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −48,540−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −36,441−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −34,400−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −29,498−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −27,898−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −16,331−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −16,306−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,641−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,174−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,413−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,459−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,114−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7,902−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,396−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −6,310−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,243−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,172−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −6,113−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,862−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −5,522−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −5,146−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −5,113−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −5,031−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,831−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,682−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| VeraBank, N.A. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −3,334−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,681−100.0% | Sold out |
| Alan B. Lancz & Associates, Inc. | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Cerro Pacific Wealth Advisors LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |