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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

13F holders, Q3 2023

Institutional positions in CMS Energy Corp as of Sep 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
618
−4 vs. Q2 2023
Shares held
276.1M
+3.38M (+1.2%) vs. Q2 2023
Total value
$14.7B
−$1.38B (−8.6%) vs. Q2 2023
New holders
65
208 more added
Sold out
69
241 more reduced

7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 618 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ3 2023: $14.7B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2023.

Institutions holding CMS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Psagot Value Holdings Ltd. / (Israel)3$00.00%00.0%Unchanged
Financial Management Professionals, Inc.5$00.00%+5New
Trust Co of Vermont1$530.00%00.0%Unchanged
PSI Advisors, LLC1$530.00%00.0%Unchanged
True Wealth Design, LLC4$2130.00%00.0%Unchanged
Sofos Investments, Inc.4$3210.00%−55−93.2%Reduced
Abound Wealth Management7$3720.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC7$3720.00%00.0%Unchanged
Key Financial Inc7$3720.00%00.0%Unchanged
WestEnd Advisors, LLC8$4250.00%+8New
Orion Capital Management LLC9$4780.00%+9New
MCF Advisors LLC12$6380.00%00.0%Unchanged
TFC Financial Management13$6910.00%+6+85.7%Added
Creative Financial Designs Inc14$7440.00%00.0%Unchanged
Larson Financial Group LLC14$7440.00%00.0%Unchanged
Colonial Trust Advisors15$7970.00%+3+25.0%Added
Manchester Capital Management LLC16$8500.00%−23−59.0%Reduced
Macroview Investment Management LLC16$8500.00%+16New
Tucker Asset Management LLC17$9030.00%+17New
Salomon & Ludwin, LLC18$9560.00%+18New
Sunbelt Securities, Inc.18$9720.00%00.0%Unchanged
Baystate Wealth Management LLC18$9960.00%+1+5.9%Added
SkyView Investment Advisors, LLC10$1.00K0.00%00.0%Unchanged
Steward Financial Group LLC32$1.00K0.00%+32New
Iron Horse Wealth Management, LLC20$1.06K0.00%+20New
Perkins Coie Trust Co23$1.22K0.00%+23New
Carolinas Wealth Consulting LLC26$1.41K0.00%−45−63.4%Reduced
JFS Wealth Advisors, LLC28$1.49K0.00%−46−62.2%Reduced
Raffa Wealth Management, LLC34$1.81K0.00%00.0%Unchanged
WR Wealth Planners, LLC35$1.86K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC37$1.97K0.00%−10−21.3%Reduced
Magnolia Capital Management Ltd38$2.00K0.00%00.0%Unchanged
Tobam31$2.00K0.00%+31New
Boyd Watterson Asset Management LLC39$2.07K0.00%00.0%Unchanged
Cornerstone Planning Group LLC40$2.12K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC42$2.23K0.00%00.0%Unchanged
Central Trust Co43$2.28K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec44$2.34K0.00%00.0%Unchanged
Operose Advisors LLC44$2.34K0.00%+44New
FinTrust Capital Advisors, LLC47$2.50K0.00%00.0%Unchanged
Umb Bank N A48$2.55K0.00%−49−50.5%Reduced
Venturi Wealth Management, LLC52$2.76K0.00%+52New
City State Bank65$3.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC53$3.00K0.00%−5−8.6%Reduced
Valley National Advisers Inc63$3.00K0.00%+45+250.0%Added
Foster Dykema Cabot & Co Inc50$3.00K0.00%+50New
Eagle Bay Advisors LLC59$3.14K0.00%00.0%Unchanged
Sandy Spring Bank60$3.19K0.00%+42+233.3%Added
Concord Wealth Partners62$3.29K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.66$3.50K0.00%−55−45.5%Reduced
Bell Investment Advisors, Inc70$3.72K0.00%−15−17.6%Reduced
Red Tortoise LLC77$4.09K0.00%00.0%Unchanged
Tfo-TDC, LLC79$4.64K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.91$4.83K0.00%−47−34.1%Reduced
GW&K Investment Management, LLC102$5.00K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC97$5.15K0.00%00.0%Unchanged
HM Payson & Co111$5.90K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC110$6.00K0.00%+110New
Newbridge Financial Services Group, Inc.114$6.05K0.00%00.0%Unchanged
West Tower Group, LLC114$6.05K0.00%+3+2.7%Added
Atticus Wealth Management, LLC120$6.37K0.00%00.0%Unchanged
Arrow Financial Corp121$6.43K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC126$6.69K0.00%−42−25.0%Reduced
HighMark Wealth Management LLC127$6.75K0.01%+32+33.7%Added
DT Investment Partners, LLC145$7.70K0.00%00.0%Unchanged
Stephenson National Bank & Trust151$8.02K0.00%+151New
West Paces Advisors Inc.154$8.18K0.00%00.0%Unchanged
Geneos Wealth Management Inc.170$9.03K0.00%+35+25.9%Added
Global Wealth Management Investment Advisory, Inc.177$9.40K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP191$10.1K0.00%−31−14.0%Reduced
Hibernia Wealth Partners, LLC196$10.4K0.01%+196New
Kenfarb & Co.200$10.6K0.01%00.0%Unchanged
MV Capital Management, Inc.203$10.8K0.00%−10−4.7%Reduced
Sound Income Strategies, LLC204$10.8K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc206$10.9K0.00%+15+7.9%Added
Glassman Wealth Services206$10.9K0.00%+25+13.8%Added
TSFG, LLC216$11.0K0.00%00.0%Unchanged
Versant Capital Management, Inc209$11.1K0.00%−8−3.7%Reduced
Nemes Rush Group LLC216$11.5K0.00%00.0%Unchanged
Riverview Trust Co222$11.8K0.01%00.0%Unchanged
Covestor Ltd232$12.0K0.01%−760−76.6%Reduced
Center for Financial Planning, Inc.227$12.1K0.00%−436−65.8%Reduced
JNBA Financial Advisors300$15.9K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC300$16.0K0.00%00.0%Unchanged
St Germain D J Co Inc303$16.1K0.00%00.0%Unchanged
Headlands Technologies LLC304$16.1K0.01%−4,387−93.5%Reduced
Grove Bank & Trust311$16.5K0.00%00.0%Unchanged
Hexagon Capital Partners LLC316$16.8K0.00%+17+5.7%Added
Earnest Partners LLC333$17.7K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC333$17.7K0.00%+33+11.0%Added
Johnson Financial Group, Inc.338$18.0K0.00%00.0%Unchanged
Platinum Investment Management Ltd348$18.5K0.00%+348New
Mark Sheptoff Financial Planning, LLC400$21.2K0.01%00.0%Unchanged
SJS Investment Consulting Inc.402$21.4K0.01%+2+0.5%Added
CNB Bank413$21.9K0.01%00.0%Unchanged
AdvisorNet Financial, Inc417$22.1K0.00%−215−34.0%Reduced
Front Row Advisors LLC420$22.3K0.01%00.0%Unchanged
Park Place Capital Corp429$22.8K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt479$25.4K0.00%00.0%Unchanged
Quarry LP489$26.0K0.02%+87+21.6%Added