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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 986 | $49.8K | 0.00% | −923−48.3% | Reduced |
| Parkside Financial Bank & Trust | 899 | $47.7K | 0.01% | +53+6.3% | Added |
| Cranbrook Wealth Management, LLC | 873 | $46.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 818 | $43.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $41.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $40.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 744 | $40.0K | 0.00% | −13−1.7% | Reduced |
| Allworth Financial LP | 736 | $39.1K | 0.00% | −386−34.4% | Reduced |
| Compagnie Lombard Odier SCmA | 670 | $35.6K | 0.00% | +670 | New |
| Caldwell Sutter Capital, Inc. | 664 | $35.3K | 0.02% | +105+18.8% | Added |
| Brown Brothers Harriman & Co | 606 | $32.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 578 | $30.7K | 0.01% | +534+1,213.6% | Added |
| Deseret Mutual Benefit Administrators | 531 | $28.2K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 557 | $28.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 506 | $26.9K | 0.00% | −213−29.6% | Reduced |
| Headinvest, LLC | 516 | $26.1K | 0.01% | +516 | New |
| Quarry LP | 489 | $26.0K | 0.02% | +87+21.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $25.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 429 | $22.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $22.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 417 | $22.1K | 0.00% | −215−34.0% | Reduced |
| CNB Bank | 413 | $21.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 402 | $21.4K | 0.01% | +2+0.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $21.2K | 0.01% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 348 | $18.5K | 0.00% | +348 | New |
| Johnson Financial Group, Inc. | 338 | $18.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 333 | $17.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 333 | $17.7K | 0.00% | +33+11.0% | Added |
| Hexagon Capital Partners LLC | 316 | $16.8K | 0.00% | +17+5.7% | Added |
| Grove Bank & Trust | 311 | $16.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 304 | $16.1K | 0.01% | −4,387−93.5% | Reduced |
| St Germain D J Co Inc | 303 | $16.1K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $15.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 227 | $12.1K | 0.00% | −436−65.8% | Reduced |
| Covestor Ltd | 232 | $12.0K | 0.01% | −760−76.6% | Reduced |
| Riverview Trust Co | 222 | $11.8K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 216 | $11.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 209 | $11.1K | 0.00% | −8−3.7% | Reduced |
| TSFG, LLC | 216 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 206 | $10.9K | 0.00% | +15+7.9% | Added |
| Glassman Wealth Services | 206 | $10.9K | 0.00% | +25+13.8% | Added |
| Sound Income Strategies, LLC | 204 | $10.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 203 | $10.8K | 0.00% | −10−4.7% | Reduced |
| Kenfarb & Co. | 200 | $10.6K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 196 | $10.4K | 0.01% | +196 | New |
| Baker Avenue Asset Management, LP | 191 | $10.1K | 0.00% | −31−14.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 177 | $9.40K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 170 | $9.03K | 0.00% | +35+25.9% | Added |
| West Paces Advisors Inc. | 154 | $8.18K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 151 | $8.02K | 0.00% | +151 | New |
| DT Investment Partners, LLC | 145 | $7.70K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 127 | $6.75K | 0.01% | +32+33.7% | Added |
| Prestige Wealth Management Group LLC | 126 | $6.69K | 0.00% | −42−25.0% | Reduced |
| Arrow Financial Corp | 121 | $6.43K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 120 | $6.37K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $6.05K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 114 | $6.05K | 0.00% | +3+2.7% | Added |
| Capital Advisors, Ltd. LLC | 110 | $6.00K | 0.00% | +110 | New |
| HM Payson & Co | 111 | $5.90K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 97 | $5.15K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 91 | $4.83K | 0.00% | −47−34.1% | Reduced |
| Tfo-TDC, LLC | 79 | $4.64K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 77 | $4.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $3.72K | 0.00% | −15−17.6% | Reduced |
| Sutton Wealth Advisors Inc. | 66 | $3.50K | 0.00% | −55−45.5% | Reduced |
| Concord Wealth Partners | 62 | $3.29K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 60 | $3.19K | 0.00% | +42+233.3% | Added |
| Eagle Bay Advisors LLC | 59 | $3.14K | 0.00% | 00.0% | Unchanged |
| City State Bank | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 53 | $3.00K | 0.00% | −5−8.6% | Reduced |
| Valley National Advisers Inc | 63 | $3.00K | 0.00% | +45+250.0% | Added |
| Foster Dykema Cabot & Co Inc | 50 | $3.00K | 0.00% | +50 | New |
| Venturi Wealth Management, LLC | 52 | $2.76K | 0.00% | +52 | New |
| Umb Bank N A | 48 | $2.55K | 0.00% | −49−50.5% | Reduced |
| FinTrust Capital Advisors, LLC | 47 | $2.50K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 44 | $2.34K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 44 | $2.34K | 0.00% | +44 | New |
| Central Trust Co | 43 | $2.28K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $2.12K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 39 | $2.07K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 31 | $2.00K | 0.00% | +31 | New |
| Stonebridge Capital Advisors LLC | 37 | $1.97K | 0.00% | −10−21.3% | Reduced |
| WR Wealth Planners, LLC | 35 | $1.86K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $1.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $1.49K | 0.00% | −46−62.2% | Reduced |
| Carolinas Wealth Consulting LLC | 26 | $1.41K | 0.00% | −45−63.4% | Reduced |
| Perkins Coie Trust Co | 23 | $1.22K | 0.00% | +23 | New |
| Iron Horse Wealth Management, LLC | 20 | $1.06K | 0.00% | +20 | New |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 32 | $1.00K | 0.00% | +32 | New |
| Baystate Wealth Management LLC | 18 | $996 | 0.00% | +1+5.9% | Added |
| Sunbelt Securities, Inc. | 18 | $972 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 18 | $956 | 0.00% | +18 | New |
| Tucker Asset Management LLC | 17 | $903 | 0.00% | +17 | New |
| Manchester Capital Management LLC | 16 | $850 | 0.00% | −23−59.0% | Reduced |