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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 5,345 | $283.9K | 0.01% | −2,557−32.4% | Reduced |
| Values First Advisors, Inc. | 5,377 | $285.5K | 0.18% | +473+9.6% | Added |
| Vident Advisory, LLC | 5,489 | $291.5K | 0.01% | +5,489 | New |
| Toroso Investments, LLC | 5,573 | $296.0K | 0.01% | +1,236+28.5% | Added |
| Personal Cfo Solutions, LLC | 5,609 | $297.9K | 0.06% | −108−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,861 | $311.3K | 0.00% | −66,790−91.9% | Reduced |
| Vontobel Holding Ltd. | 5,869 | $311.7K | 0.00% | +5,869 | New |
| V-Square Quantitative Management LLC | 5,990 | $318.1K | 0.14% | +3,665+157.6% | Added |
| Ronald Blue Trust, Inc. | 5,438 | $319.0K | 0.00% | +789+17.0% | Added |
| Wedbush Securities Inc | 6,022 | $320.0K | 0.02% | −311−4.9% | Reduced |
| Lido Advisors, LLC | 6,094 | $323.7K | 0.00% | +2,219+57.3% | Added |
| Atria Wealth Solutions, Inc. | 6,112 | $324.6K | 0.00% | −129−2.1% | Reduced |
| Samalin Investment Counsel, LLC | 6,131 | $325.6K | 0.19% | −330−5.1% | Reduced |
| Bailard, Inc. | 6,153 | $326.8K | 0.01% | +1,399+29.4% | Added |
| Machina Capital S.A.S. | 6,264 | $332.7K | 0.19% | −8,374−57.2% | Reduced |
| Dark Forest Capital Management LP | 6,279 | $333.5K | 0.03% | +6,279 | New |
| Conning Inc. | 6,332 | $336.3K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,415 | $341.0K | 0.00% | +185+3.0% | Added |
| Park Avenue Securities LLC | 6,467 | $343.0K | 0.01% | +6,467 | New |
| Veriti Management LLC | 6,507 | $345.6K | 0.04% | −4,580−41.3% | Reduced |
| Bridgefront Capital, LLC | 6,775 | $359.8K | 0.25% | +6,775 | New |
| B. Metzler seel. Sohn & Co. AG | 6,811 | $361.7K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 6,907 | $366.8K | 0.00% | +546+8.6% | Added |
| Centennial Wealth Advisory LLC | 7,022 | $372.9K | 0.20% | +214+3.1% | Added |
| Ostrum Asset Management | 7,242 | $384.6K | 0.04% | −9,814−57.5% | Reduced |
| Kestra Private Wealth Services, LLC | 7,393 | $392.6K | 0.01% | −175−2.3% | Reduced |
| Boit C F David | 7,800 | $394.4K | 0.27% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 7,302 | $395.0K | 0.02% | −32,738−81.8% | Reduced |
| National Asset Management, Inc. | 7,465 | $396.5K | 0.01% | −8,463−53.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,500 | $398.3K | 0.03% | +853+12.8% | Added |
| QRG Capital Management, Inc. | 7,502 | $398.4K | 0.01% | +7,502 | New |
| Raymond James Trust N.A. | 7,678 | $407.8K | 0.01% | −30.0% | Reduced |
| Summit Financial, LLC | 7,689 | $408.4K | 0.03% | +147+1.9% | Added |
| Banque Cantonale Vaudoise | 7,748 | $411.0K | 0.02% | −2,752−26.2% | Reduced |
| Greenleaf Trust | 7,943 | $421.9K | 0.00% | −1,276−13.8% | Reduced |
| Bessemer Group Inc | 8,059 | $427.0K | 0.00% | +158+2.0% | Added |
| Spirit of America Management Corp | 8,100 | $430.2K | 0.10% | +3,300+68.8% | Added |
| Stratos Wealth Advisors, LLC | 8,187 | $434.8K | 0.03% | +192+2.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,343 | $443.1K | 0.01% | +126+1.5% | Added |
| Cetera Advisor Networks LLC | 8,439 | $448.2K | 0.00% | +1,324+18.6% | Added |
| Whittier Trust Co | 8,825 | $468.7K | 0.01% | +540+6.5% | Added |
| Amica Retiree Medical Trust | 8,822 | $469.0K | 0.55% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8,836 | $469.3K | 0.06% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 8,987 | $477.3K | 0.10% | +8,987 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,208 | $489.0K | 0.01% | +8+0.1% | Added |
| Meeder Advisory Services, Inc. | 9,419 | $500.2K | 0.06% | +3,604+62.0% | Added |
| Quantinno Capital Management LP | 9,484 | $504.0K | 0.02% | −4,009−29.7% | Reduced |
| Foster & Motley Inc | 9,548 | $507.0K | 0.04% | −563−5.6% | Reduced |
| Engineers Gate Manager LP | 9,627 | $511.3K | 0.02% | −11,711−54.9% | Reduced |
| Zions Bancorporation, N.A. | 9,662 | $513.1K | 0.04% | +751+8.4% | Added |
| T. Rowe Price Investment Management, Inc. | 9,741 | $518.0K | 0.00% | +9,741 | New |
| Advisor Partners II, LLC | 9,869 | $524.1K | 0.02% | −1,136−10.3% | Reduced |
| Commerce Bank | 9,917 | $526.7K | 0.00% | +91+0.9% | Added |
| Ieq Capital, LLC | 10,026 | $532.5K | 0.01% | −35−0.3% | Reduced |
| Empirical Finance, LLC | 10,057 | $534.1K | 0.04% | +973+10.7% | Added |
| Acorn Wealth Advisors, LLC | 10,079 | $535.3K | 0.36% | +453+4.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,105 | $536.7K | 0.04% | −365−3.5% | Reduced |
| Finer Wealth Management, Inc. | 10,139 | $538.5K | 0.43% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,176 | $540.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,379 | $551.2K | 0.02% | +449+4.5% | Added |
| Twinbeech Capital LP | 10,608 | $563.4K | 0.01% | +10,608 | New |
| Bleakley Financial Group, LLC | 10,731 | $569.9K | 0.02% | −928−8.0% | Reduced |
| Sawtooth Solutions, LLC | 10,731 | $569.9K | 0.02% | −834−7.2% | Reduced |
| Integrated Investment Consultants, LLC | 10,861 | $576.8K | 0.21% | −3,293−23.3% | Reduced |
| Mirador Capital Partners LP | 10,877 | $577.7K | 0.13% | +679+6.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,931 | $580.5K | 0.04% | +500+4.8% | Added |
| Rockefeller Capital Management L.P. | 10,960 | $582.1K | 0.00% | +5,458+99.2% | Added |
| Walleye Capital LLC | 10,981 | $583.2K | 0.01% | +10,981 | New |
| Swiss Life Asset Management Ltd | 11,298 | $599.9K | 0.01% | −31,538−73.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,501 | $610.8K | 0.03% | +4,858+73.1% | Added |
| Fox Run Management, L.L.C. | 11,593 | $615.7K | 0.18% | +11,593 | New |
| CWM, LLC | 11,795 | $626.0K | 0.00% | +76+0.6% | Added |
| Norinchukin Bank, The | 11,802 | $626.8K | 0.01% | −16,552−58.4% | Reduced |
| Metropolitan Life Insurance Co | 12,070 | $641.0K | 0.03% | −640−5.0% | Reduced |
| Profund Advisors LLC | 12,098 | $642.5K | 0.04% | −43−0.4% | Reduced |
| Beck Bode, LLC | 12,381 | $657.6K | 0.17% | +12,381 | New |
| Eaton Financial Holdings Company, LLC | 12,381 | $657.6K | 0.18% | +12,381 | New |
| Everence Capital Management Inc | 12,530 | $665.0K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,731 | $676.1K | 0.03% | −2,525−16.6% | Reduced |
| Huntington National Bank | 12,956 | $688.1K | 0.01% | +1,313+11.3% | Added |
| Northwestern Mutual Wealth Management Co | 13,009 | $690.9K | 0.00% | +614+5.0% | Added |
| Cresset Asset Management, LLC | 12,998 | $702.0K | 0.00% | −1,489−10.3% | Reduced |
| United Services Automobile Association | 13,361 | $709.6K | 0.02% | +13,361 | New |
| Hantz Financial Services, Inc. | 13,573 | $721.0K | 0.02% | +350+2.6% | Added |
| Cornercap Investment Counsel Inc | 13,704 | $727.8K | 0.13% | +91+0.7% | Added |
| Pathstone Family Office, LLC | 13,706 | $728.0K | 0.01% | +7,958+138.4% | Added |
| Kestra Advisory Services, LLC | 13,748 | $730.2K | 0.01% | +7,899+135.0% | Added |
| Tower Research Capital LLC (TRC) | 14,015 | $744.3K | 0.02% | +1,174+9.1% | Added |
| Sumitomo Life Insurance Co | 14,018 | $744.5K | 0.02% | −207−1.5% | Reduced |
| Capstone Investment Advisors, LLC | 14,106 | $749.2K | 0.02% | +8,322+143.9% | Added |
| Vestcor Inc | 14,120 | $750.0K | 0.03% | −1,496−9.6% | Reduced |
| Toews Corp | 14,300 | $759.5K | 0.46% | +14,300 | New |
| Atom Investors LP | 14,415 | $765.6K | 0.17% | +2,655+22.6% | Added |
| Aquatic Capital Management LLC | 14,900 | $791.0K | 0.03% | −1,400−8.6% | Reduced |
| BLB&B Advisors, LLC | 14,997 | $796.5K | 0.06% | −2,417−13.9% | Reduced |
| New Mexico Educational Retirement Board | 15,210 | $808.0K | 0.03% | +1,100+7.8% | Added |
| Pettee Investors, Inc. | 15,368 | $816.2K | 0.39% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 15,375 | $816.6K | 0.02% | +800+5.5% | Added |
| Los Angeles Capital Management LLC | 16,023 | $851.0K | 0.00% | −3,291−17.0% | Reduced |
| CIBC World Markets Corp | 16,102 | $855.2K | 0.01% | −18,079−52.9% | Reduced |