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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.

Other share classesCMSACMSCCMSDCMS.PC

Q3 2023 vs. Q2 2023

How the institutions holding CMS Energy Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of CMS: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders6297618−4
Shares277.5M4.79M276.1M+3.38M (+1.2%)
Value$16.3B$281.5M$14.7B−$1.38B (−8.6%)

7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held CMS Energy Corp at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to CMS in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA4,698,318$249.5M0.31%
Yaupon Capital Management LP276,164$14.7M1.66%
Qube Research & Technologies Ltd250,818$13.3M0.04%
Kiwi Wealth Investments Limited Partnership181,909$9.66M1.05%
Lombard Odier Asset Management (Europe) Ltd164,133$8.72M0.46%
Natixis148,167$7.87M0.06%
Healthcare of Ontario Pension Plan Trust Fund100,000$5.31M0.02%
Envestnet Portfolio Solutions, Inc.79,250$4.21M0.02%
Qsemble Capital Management, LP76,800$4.08M0.76%
Soros Fund Management LLCSuperinvestorSoros Fund Management55,000$2.92M0.06%
NBC Securities, Inc.45,063$2.39M0.26%
Occudo Quantitative Strategies LP43,902$2.33M0.30%
Axq Capital, LP33,000$1.75M0.62%
Edgestream Partners, L.P.29,759$1.58M0.13%
Dean Capital Management20,779$1.10M0.83%
Duality Advisers, LP20,457$1.09M0.13%
Wealth Enhancement Advisory Services, LLC18,668$991.5K0.00%
Pearl River Capital, LLC16,417$871.9K0.14%
Toews Corp14,300$759.5K0.46%
United Services Automobile Association13,361$709.6K0.02%
Beck Bode, LLC12,381$657.6K0.17%
Eaton Financial Holdings Company, LLC12,381$657.6K0.18%
Fox Run Management, L.L.C.11,593$615.7K0.18%
Walleye Capital LLC10,981$583.2K0.01%
Twinbeech Capital LP10,608$563.4K0.01%
T. Rowe Price Investment Management, Inc.9,741$518.0K0.00%
Ramirez Asset Management, Inc.8,987$477.3K0.10%
QRG Capital Management, Inc.7,502$398.4K0.01%
Bridgefront Capital, LLC6,775$359.8K0.25%
Park Avenue Securities LLC6,467$343.0K0.01%
Dark Forest Capital Management LP6,279$333.5K0.03%
Vontobel Holding Ltd.5,869$311.7K0.00%
Vident Advisory, LLC5,489$291.5K0.01%
Advisory Alpha, LLC5,064$269.0K0.01%
OneAscent Financial Services LLC4,973$264.0K0.07%
Snowden Capital Advisors LLC4,687$248.9K0.01%
Krane Funds Advisors LLC4,643$247.0K0.01%
OneAscent Wealth Management LLC4,088$217.0K0.10%
Crestwood Advisors Group LLC4,020$213.5K0.01%
O'Shaughnessy Asset Management, LLC3,982$211.5K0.00%
MQS Management LLC3,942$209.4K0.13%
FWL Investment Management, LLC2,100$111.5K0.07%
Point72 Asset Management, L.P.1,680$89.2K0.00%
Householder Group Estate & Retirement Specialist, LLC1,400$74.4K0.03%
Milestone Investment Advisors LLC1,278$67.9K0.02%
Authentikos Wealth Advisory, LLC1,016$54.0K0.05%
Compagnie Lombard Odier SCmA670$35.6K0.00%
Headinvest, LLC516$26.1K0.01%
Platinum Investment Management Ltd348$18.5K0.00%
Hibernia Wealth Partners, LLC196$10.4K0.01%
Stephenson National Bank & Trust151$8.02K0.00%
Capital Advisors, Ltd. LLC110$6.00K0.00%
Foster Dykema Cabot & Co Inc50$3.00K0.00%
Venturi Wealth Management, LLC52$2.76K0.00%
Operose Advisors LLC44$2.34K0.00%
Tobam31$2.00K0.00%
Perkins Coie Trust Co23$1.22K0.00%
Iron Horse Wealth Management, LLC20$1.06K0.00%
Steward Financial Group LLC32$1.00K0.00%
Salomon & Ludwin, LLC18$9560.00%
Tucker Asset Management LLC17$9030.00%
Macroview Investment Management LLC16$8500.00%
Orion Capital Management LLC9$4780.00%
WestEnd Advisors, LLC8$4250.00%
Financial Management Professionals, Inc.5$00.00%

Sold out (69)

Institutions that held CMS Energy Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of CMS in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Schonfeld Strategic Advisors LLC514,496$30.2M
Martingale Asset Management L P282,843$16.6M
Alerus Financial NA232,411$13.7M
Covalis Capital LLP217,077$12.8M
Adage Capital Partners GP, L.L.C.190,561$11.2M
Andra AP-fonden127,900$7.51M
ING Groep NV96,662$5.68M
Decade Renewable Partners LP89,040$5.23M
Richard Bernstein Advisors LLC39,140$2.30M
Aquila Investment Management LLC35,000$2.06M
Summit Global Investments33,499$1.97M
Zhang Financial LLC23,324$1.37M
Cipher Capital LP19,623$1.15M
Vestmark Advisory Solutions, Inc.13,089$769.0K
Algert Global LLC12,795$751.7K
Ossiam11,874$697.6K
Two Sigma Securities, LLC10,808$635.0K
Stevens Capital Management LP10,667$627.0K
Chiron Investment Management, LLC10,637$624.9K
ISAM Funds (UK) Ltd9,803$575.9K
Veritable, L.P.8,319$488.7K
Nomura Holdings Inc7,844$460.8K
Meiji Yasuda Life Insurance Co7,344$431.0K
Virtu Financial LLC7,048$414.0K
Walleye Trading LLC6,414$376.8K
Ergoteles LLC6,165$362.2K
Nebula Research & Development LLC5,217$306.5K
Portman Square Capital LLP5,044$296.3K
Mather Group, LLC.4,610$270.8K
V Wealth Advisors LLC4,444$261.1K
Symmetry Partners, LLC4,324$254.0K
Segall Bryant & Hamill, LLC4,076$239.5K
Landscape Capital Management, L.L.C.3,975$233.5K
Trust Investment Advisors3,761$221.0K
Pinnacle Wealth Planning Services, Inc.3,655$214.7K
Dana Investment Advisors, Inc.3,624$212.9K
Azimuth Capital Investment Management LLC3,622$212.8K
Stratos Wealth Partners, LTD.3,612$212.2K
Morningstar Investment Management LLC3,591$211.0K
Strait & Sound Wealth Management LLC3,589$210.9K
Pointe Capital Management LLC3,515$206.5K
Cigna Investments Inc3,482$204.0K
Full Sail Capital, LLC3,445$202.4K
Clarius Group, LLC3,411$200.4K
Henrickson Nauta Wealth Advisors, Inc.3,406$200.1K
Blue Chip Partners, Inc.1,796$105.5K
Arlington Partners LLC1,206$70.9K
Fiduciary Alliance LLC1,195$70.2K
Harbor Investment Advisory, LLC1,140$67.0K
Desjardins Global Asset Management Inc.954$56.0K
CVA Family Office, LLC820$48.2K
Hallmark Capital Management Inc500$29.4K
Pinebridge Investments, L.P.499$29.3K
Clear Street Markets LLC381$22.0K
Tilia Fiduciary Partners, Inc.335$19.7K
ICA Group Wealth Management, LLC261$15.3K
Safeguard Financial, LLC230$13.0K
Toth Financial Advisory Corp148$8.70K
Cambridge Trust Co100$5.88K
Glen Eagle Advisors, LLC100$5.88K
Bangor Savings Bank88$5.17K
Independence Bank of Kentucky79$4.64K
Elequin Capital LP72$4.23K
Horan Securities, Inc.37$2.17K
Group One Trading, L.P.33$1.94K
Disciplined Investments, LLC18$1.06K
VitalStone Financial, LLC23$1.00K
USA Financial Portformulas Corp7$411
Avion Wealth8$0

Not filed for Q3 2023 yet (7)

Institutions that held CMS Energy Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA4,776,761$280.6M
Thomas White International Ltd9,176$539.1K
Endurance Wealth Management, Inc.4,000$235.0K
BerganKDV Wealth Management, LLC800$47.0K
Kistler-Tiffany Companies, LLC738$43.4K
Vigilant Capital Management, LLC582$34.0K
Coastal Capital Group, Inc.5$294