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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Headinvest, LLC | 516 | $26.1K | 0.01% | +516 | New |
| Quent Capital, LLC | 506 | $26.9K | 0.00% | −213−29.6% | Reduced |
| Global Financial Private Client, LLC | 557 | $28.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 531 | $28.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 578 | $30.7K | 0.01% | +534+1,213.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 606 | $32.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 664 | $35.3K | 0.02% | +105+18.8% | Added |
| Compagnie Lombard Odier SCmA | 670 | $35.6K | 0.00% | +670 | New |
| Allworth Financial LP | 736 | $39.1K | 0.00% | −386−34.4% | Reduced |
| Loomis Sayles & Co L P | 744 | $40.0K | 0.00% | −13−1.7% | Reduced |
| Salem Investment Counselors Inc | 755 | $40.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $41.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 818 | $43.4K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 873 | $46.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 899 | $47.7K | 0.01% | +53+6.3% | Added |
| TD Waterhouse Canada Inc. | 986 | $49.8K | 0.00% | −923−48.3% | Reduced |
| Harbour Investments, Inc. | 987 | $52.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $53.0K | 0.02% | +200+25.0% | Added |
| American State Bank (Iowa) | 998 | $53.0K | 0.04% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 1,016 | $54.0K | 0.05% | +1,016 | New |
| Global Retirement Partners, LLC | 1,033 | $54.0K | 0.00% | +24+2.4% | Added |
| Farther Finance Advisors, LLC | 1,082 | $57.5K | 0.01% | −217−16.7% | Reduced |
| Caldwell Trust Co | 1,087 | $57.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $58.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,122 | $59.6K | 0.00% | +67+6.4% | Added |
| Federated Hermes, Inc. | 1,145 | $60.8K | 0.00% | +987+624.7% | Added |
| Beaird Harris Wealth Management, LLC | 1,179 | $62.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,190 | $63.2K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $63.7K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,217 | $64.7K | 0.00% | −316−20.6% | Reduced |
| TD Private Client Wealth LLC | 1,253 | $66.5K | 0.00% | −620−33.1% | Reduced |
| Milestone Investment Advisors LLC | 1,278 | $67.9K | 0.02% | +1,278 | New |
| Gradient Investments LLC | 1,353 | $71.9K | 0.00% | −170−11.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,400 | $74.4K | 0.03% | +1,400 | New |
| Costello Asset Management, INC | 1,408 | $74.8K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,447 | $76.8K | 0.01% | +160+12.4% | Added |
| Lindbrook Capital, LLC | 1,462 | $77.6K | 0.01% | −99−6.3% | Reduced |
| Institutional & Family Asset Management, LLC | 1,463 | $77.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $79.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,364 | $80.1K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $82.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,555 | $82.6K | 0.05% | −150−8.8% | Reduced |
| First Horizon Advisors, Inc. | 1,602 | $85.1K | 0.00% | −40−2.4% | Reduced |
| Penserra Capital Management LLC | 1,635 | $86.0K | 0.00% | −258−13.6% | Reduced |
| Point72 Asset Management, L.P. | 1,680 | $89.2K | 0.00% | +1,680 | New |
| Sentry Investment Management LLC | 1,694 | $90.0K | 0.04% | −205−10.8% | Reduced |
| Spire Wealth Management | 1,887 | $100.2K | 0.00% | +73+4.0% | Added |
| Colonial Trust Co | 1,931 | $102.6K | 0.03% | +37+2.0% | Added |
| FWL Investment Management, LLC | 2,100 | $111.5K | 0.07% | +2,100 | New |
| Clearstead Advisors, LLC | 2,191 | $116.4K | 0.01% | −126−5.4% | Reduced |
| Crewe Advisors LLC | 2,280 | $121.1K | 0.02% | −220−8.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,791 | $148.2K | 0.01% | +64+2.3% | Added |
| Alaska Permanent Fund Corp | 2,801 | $148.8K | 0.00% | +296+11.8% | Added |
| Massmutual Trust Co FSB | 3,093 | $164.3K | 0.01% | −477−13.4% | Reduced |
| State of Wyoming | 3,195 | $169.7K | 0.04% | +2,177+213.9% | Added |
| Virtus ETF Advisers LLC | 3,332 | $177.0K | 0.11% | −409−10.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,504 | $186.1K | 0.01% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 3,792 | $201.4K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,793 | $201.5K | 0.01% | +10.0% | Added |
| Prosperity Financial Group, Inc. | 3,905 | $207.4K | 0.17% | −200−4.9% | Reduced |
| MQS Management LLC | 3,942 | $209.4K | 0.13% | +3,942 | New |
| Quadrant Capital Group LLC | 3,951 | $209.8K | 0.02% | −1,961−33.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,982 | $211.5K | 0.00% | +3,982 | New |
| Sequoia Financial Advisors, LLC | 4,000 | $212.4K | 0.00% | −912−18.6% | Reduced |
| Crestwood Advisors Group LLC | 4,020 | $213.5K | 0.01% | +4,020 | New |
| Stephens Consulting, LLC | 4,046 | $214.9K | 0.09% | +9+0.2% | Added |
| Journey Advisory Group, LLC | 4,050 | $215.1K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,120 | $216.9K | 0.01% | +53+1.3% | Added |
| OneAscent Wealth Management LLC | 4,088 | $217.0K | 0.10% | +4,088 | New |
| Coldstream Capital Management Inc | 4,097 | $217.6K | 0.01% | −812−16.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 4,102 | $217.9K | 0.11% | −253−5.8% | Reduced |
| Pitcairn Co | 4,135 | $219.6K | 0.02% | −125−2.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,169 | $221.4K | 0.04% | +372+9.8% | Added |
| Fulton Bank, N.A. | 4,195 | $222.8K | 0.01% | −237−5.3% | Reduced |
| Strategy Asset Managers LLC | 4,291 | $227.9K | 0.06% | +75+1.8% | Added |
| Cerity Partners LLC | 4,351 | $231.1K | 0.00% | −5,600−56.3% | Reduced |
| Ballentine Partners, LLC | 4,450 | $236.3K | 0.01% | +448+11.2% | Added |
| First Heartland Consultants, Inc. | 4,506 | $239.0K | 0.03% | +11+0.2% | Added |
| Belpointe Asset Management LLC | 4,621 | $245.5K | 0.03% | +509+12.4% | Added |
| Executive Wealth Management, LLC | 4,639 | $246.4K | 0.03% | −1,052−18.5% | Reduced |
| Krane Funds Advisors LLC | 4,643 | $247.0K | 0.01% | +4,643 | New |
| Credit Agricole S A | 4,669 | $248.0K | 0.01% | +2,241+92.3% | Added |
| Great Lakes Advisors, LLC | 4,684 | $248.7K | 0.00% | −222−4.5% | Reduced |
| Snowden Capital Advisors LLC | 4,687 | $248.9K | 0.01% | +4,687 | New |
| Capital Investment Advisors, LLC | 4,721 | $250.7K | 0.01% | +3+0.1% | Added |
| Mirabella Financial Services LLP | 4,733 | $251.4K | 0.04% | −12,066−71.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,750 | $252.0K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,760 | $252.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 4,775 | $253.6K | 0.23% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4,795 | $254.7K | 0.10% | −6−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 4,842 | $257.1K | 0.00% | −98−2.0% | Reduced |
| Benedetti & Gucer, Inc. | 4,864 | $258.3K | 0.14% | −200−3.9% | Reduced |
| Alberta Investment Management Corp | 4,900 | $260.2K | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,954 | $263.1K | 0.04% | −27,539−84.8% | Reduced |
| OneAscent Financial Services LLC | 4,973 | $264.0K | 0.07% | +4,973 | New |
| Advisory Alpha, LLC | 5,064 | $269.0K | 0.01% | +5,064 | New |
| Wetherby Asset Management Inc | 5,164 | $274.3K | 0.02% | −274−5.0% | Reduced |
| Balentine LLC | 5,212 | $276.8K | 0.01% | −1,510−22.5% | Reduced |
| Cetera Investment Advisers | 5,290 | $281.0K | 0.00% | −418−7.3% | Reduced |