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.
Q4 2023 vs. Q3 2023
How the institutions holding CMS Energy Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 618 | 9 | 633 | +24 |
| Shares | 276.1M | 73.1K | 280.6M | +4.55M (+1.6%) |
| Value | $14.7B | $3.88M | $16.3B | +$1.65B (+11.3%) |
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (100)
Institutions that held CMS Energy Corp at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (76)
Institutions that held CMS Energy Corp at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (9)
Institutions that held CMS Energy Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Community Capital Management, Inc. | 24,000 | $1.27M |
| First Republic Investment Management, Inc. | 16,334 | $867.5K |
| Pathstone Family Office, LLC | 13,706 | $728.0K |
| Advisor Partners II, LLC | 9,869 | $524.1K |
| Amica Retiree Medical Trust | 8,822 | $469.0K |
| Kenfarb & Co. | 200 | $10.6K |
| Sutton Wealth Advisors Inc. | 66 | $3.50K |
| Foster Dykema Cabot & Co Inc | 50 | $3.00K |
| Steward Financial Group LLC | 32 | $1.00K |