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 |
|---|---|---|---|---|---|
| Conning Inc. | 6,332 | $336.3K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,279 | $333.5K | 0.03% | +6,279 | New |
| Machina Capital S.A.S. | 6,264 | $332.7K | 0.19% | −8,374−57.2% | Reduced |
| Bailard, Inc. | 6,153 | $326.8K | 0.01% | +1,399+29.4% | Added |
| Samalin Investment Counsel, LLC | 6,131 | $325.6K | 0.19% | −330−5.1% | Reduced |
| Atria Wealth Solutions, Inc. | 6,112 | $324.6K | 0.00% | −129−2.1% | Reduced |
| Lido Advisors, LLC | 6,094 | $323.7K | 0.00% | +2,219+57.3% | Added |
| Wedbush Securities Inc | 6,022 | $320.0K | 0.02% | −311−4.9% | Reduced |
| Ronald Blue Trust, Inc. | 5,438 | $319.0K | 0.00% | +789+17.0% | Added |
| V-Square Quantitative Management LLC | 5,990 | $318.1K | 0.14% | +3,665+157.6% | Added |
| Vontobel Holding Ltd. | 5,869 | $311.7K | 0.00% | +5,869 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 5,861 | $311.3K | 0.00% | −66,790−91.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,609 | $297.9K | 0.06% | −108−1.9% | Reduced |
| Toroso Investments, LLC | 5,573 | $296.0K | 0.01% | +1,236+28.5% | Added |
| Vident Advisory, LLC | 5,489 | $291.5K | 0.01% | +5,489 | New |
| Values First Advisors, Inc. | 5,377 | $285.5K | 0.18% | +473+9.6% | Added |
| Signaturefd, LLC | 5,345 | $283.9K | 0.01% | −2,557−32.4% | Reduced |
| Cetera Investment Advisers | 5,290 | $281.0K | 0.00% | −418−7.3% | Reduced |
| Balentine LLC | 5,212 | $276.8K | 0.01% | −1,510−22.5% | Reduced |
| Wetherby Asset Management Inc | 5,164 | $274.3K | 0.02% | −274−5.0% | Reduced |
| Advisory Alpha, LLC | 5,064 | $269.0K | 0.01% | +5,064 | New |
| OneAscent Financial Services LLC | 4,973 | $264.0K | 0.07% | +4,973 | New |
| Teza Capital Management LLC | 4,954 | $263.1K | 0.04% | −27,539−84.8% | Reduced |
| Alberta Investment Management Corp | 4,900 | $260.2K | 0.00% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 4,864 | $258.3K | 0.14% | −200−3.9% | Reduced |
| Integrated Wealth Concepts LLC | 4,842 | $257.1K | 0.00% | −98−2.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,795 | $254.7K | 0.10% | −6−0.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,775 | $253.6K | 0.23% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,760 | $252.8K | 0.02% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $252.0K | 0.04% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,733 | $251.4K | 0.04% | −12,066−71.8% | Reduced |
| Capital Investment Advisors, LLC | 4,721 | $250.7K | 0.01% | +3+0.1% | Added |
| Snowden Capital Advisors LLC | 4,687 | $248.9K | 0.01% | +4,687 | New |
| Great Lakes Advisors, LLC | 4,684 | $248.7K | 0.00% | −222−4.5% | Reduced |
| Credit Agricole S A | 4,669 | $248.0K | 0.01% | +2,241+92.3% | Added |
| Krane Funds Advisors LLC | 4,643 | $247.0K | 0.01% | +4,643 | New |
| Executive Wealth Management, LLC | 4,639 | $246.4K | 0.03% | −1,052−18.5% | Reduced |
| Belpointe Asset Management LLC | 4,621 | $245.5K | 0.03% | +509+12.4% | Added |
| First Heartland Consultants, Inc. | 4,506 | $239.0K | 0.03% | +11+0.2% | Added |
| Ballentine Partners, LLC | 4,450 | $236.3K | 0.01% | +448+11.2% | Added |
| Cerity Partners LLC | 4,351 | $231.1K | 0.00% | −5,600−56.3% | Reduced |
| Strategy Asset Managers LLC | 4,291 | $227.9K | 0.06% | +75+1.8% | Added |
| Fulton Bank, N.A. | 4,195 | $222.8K | 0.01% | −237−5.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,169 | $221.4K | 0.04% | +372+9.8% | Added |
| Pitcairn Co | 4,135 | $219.6K | 0.02% | −125−2.9% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 4,102 | $217.9K | 0.11% | −253−5.8% | Reduced |
| Coldstream Capital Management Inc | 4,097 | $217.6K | 0.01% | −812−16.5% | Reduced |
| OneAscent Wealth Management LLC | 4,088 | $217.0K | 0.10% | +4,088 | New |
| Horizon Investments, LLC | 4,120 | $216.9K | 0.01% | +53+1.3% | Added |
| Journey Advisory Group, LLC | 4,050 | $215.1K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,046 | $214.9K | 0.09% | +9+0.2% | Added |
| Crestwood Advisors Group LLC | 4,020 | $213.5K | 0.01% | +4,020 | New |
| Sequoia Financial Advisors, LLC | 4,000 | $212.4K | 0.00% | −912−18.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,982 | $211.5K | 0.00% | +3,982 | New |
| Quadrant Capital Group LLC | 3,951 | $209.8K | 0.02% | −1,961−33.2% | Reduced |
| MQS Management LLC | 3,942 | $209.4K | 0.13% | +3,942 | New |
| Prosperity Financial Group, Inc. | 3,905 | $207.4K | 0.17% | −200−4.9% | Reduced |
| Venture Visionary Partners LLC | 3,793 | $201.5K | 0.01% | +10.0% | Added |
| Jmac Enterprises LLC | 3,792 | $201.4K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,504 | $186.1K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,332 | $177.0K | 0.11% | −409−10.9% | Reduced |
| State of Wyoming | 3,195 | $169.7K | 0.04% | +2,177+213.9% | Added |
| Massmutual Trust Co FSB | 3,093 | $164.3K | 0.01% | −477−13.4% | Reduced |
| Alaska Permanent Fund Corp | 2,801 | $148.8K | 0.00% | +296+11.8% | Added |
| Whittier Trust Co of Nevada Inc | 2,791 | $148.2K | 0.01% | +64+2.3% | Added |
| Crewe Advisors LLC | 2,280 | $121.1K | 0.02% | −220−8.8% | Reduced |
| Clearstead Advisors, LLC | 2,191 | $116.4K | 0.01% | −126−5.4% | Reduced |
| FWL Investment Management, LLC | 2,100 | $111.5K | 0.07% | +2,100 | New |
| Colonial Trust Co | 1,931 | $102.6K | 0.03% | +37+2.0% | Added |
| Spire Wealth Management | 1,887 | $100.2K | 0.00% | +73+4.0% | Added |
| Sentry Investment Management LLC | 1,694 | $90.0K | 0.04% | −205−10.8% | Reduced |
| Point72 Asset Management, L.P. | 1,680 | $89.2K | 0.00% | +1,680 | New |
| Penserra Capital Management LLC | 1,635 | $86.0K | 0.00% | −258−13.6% | Reduced |
| First Horizon Advisors, Inc. | 1,602 | $85.1K | 0.00% | −40−2.4% | Reduced |
| First Financial Corp | 1,555 | $82.6K | 0.05% | −150−8.8% | Reduced |
| Acadian Asset Management LLC | 1,551 | $82.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,364 | $80.1K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $79.4K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,463 | $77.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,462 | $77.6K | 0.01% | −99−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,447 | $76.8K | 0.01% | +160+12.4% | Added |
| Costello Asset Management, INC | 1,408 | $74.8K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,400 | $74.4K | 0.03% | +1,400 | New |
| Gradient Investments LLC | 1,353 | $71.9K | 0.00% | −170−11.2% | Reduced |
| Milestone Investment Advisors LLC | 1,278 | $67.9K | 0.02% | +1,278 | New |
| TD Private Client Wealth LLC | 1,253 | $66.5K | 0.00% | −620−33.1% | Reduced |
| Parallel Advisors, LLC | 1,217 | $64.7K | 0.00% | −316−20.6% | Reduced |
| Alta Advisers Ltd | 1,200 | $63.7K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,190 | $63.2K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,179 | $62.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,145 | $60.8K | 0.00% | +987+624.7% | Added |
| Proequities, Inc. | 1,122 | $59.6K | 0.00% | +67+6.4% | Added |
| Montag A & Associates Inc | 1,100 | $58.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $57.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,082 | $57.5K | 0.01% | −217−16.7% | Reduced |
| Global Retirement Partners, LLC | 1,033 | $54.0K | 0.00% | +24+2.4% | Added |
| Authentikos Wealth Advisory, LLC | 1,016 | $54.0K | 0.05% | +1,016 | New |
| American State Bank (Iowa) | 998 | $53.0K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $53.0K | 0.02% | +200+25.0% | Added |
| Harbour Investments, Inc. | 987 | $52.4K | 0.00% | 00.0% | Unchanged |