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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.

Other share classesCMSACMSCCMSDCMS.PC

13F holders, Q4 2023

Institutional positions in CMS Energy Corp as of Dec 31, 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
633
+24 vs. Q3 2023
Shares held
280.6M
+4.55M (+1.6%) vs. Q3 2023
Total value
$16.3B
+$1.65B (+11.3%) vs. Q3 2023
New holders
100
202 more added
Sold out
76
237 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 633 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ4 2023: $16.3B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2023.

Institutions holding CMS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Psagot Value Holdings Ltd. / (Israel)2$00.00%−1−33.3%Reduced
Dogwood Wealth Management LLC0$30.00%0New
PSI Advisors, LLC1$580.00%00.0%Unchanged
Rakuten Securities, Inc.2$1160.00%+2New
WestEnd Advisors, LLC4$2320.00%−4−50.0%Reduced
True Wealth Design, LLC4$2330.00%00.0%Unchanged
Sofos Investments, Inc.4$3450.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC7$4060.00%00.0%Unchanged
Key Financial Inc7$4060.00%00.0%Unchanged
Abound Wealth Management8$4650.00%+1+14.3%Added
Orion Capital Management LLC9$5230.00%00.0%Unchanged
ClariVest Asset Management LLC11$6380.00%+11New
Sachetta, LLC13$7550.00%+13New
Larson Financial Group LLC14$8130.00%00.0%Unchanged
Salomon & Ludwin, LLC18$9560.00%00.0%Unchanged
Tucker Asset Management LLC17$9870.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.17$9880.00%+17New
SRS Capital Advisors, Inc.18$1.05K0.00%−73−80.2%Reduced
Planning Capital Management Corp18$1.05K0.00%+18New
Dunhill Financial, LLC19$1.08K0.00%+19New
Baystate Wealth Management LLC18$1.09K0.00%00.0%Unchanged
Colonial Trust Advisors19$1.10K0.00%+4+26.7%Added
Iron Horse Wealth Management, LLC20$1.16K0.00%00.0%Unchanged
Private Wealth Management Group, LLC22$1.28K0.00%+22New
Park Place Capital Corp25$1.45K0.00%−404−94.2%Reduced
Carolinas Wealth Consulting LLC26$1.51K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC29$1.68K0.00%+29New
Cornerstone Planning Group LLC32$1.86K0.00%−8−20.0%Reduced
Raffa Wealth Management, LLC34$1.97K0.00%00.0%Unchanged
Avion Wealth28$2.00K0.00%+28New
Coston, McIsaac & Partners38$2.00K0.00%+38New
Frank, Rimerman Advisors LLC37$2.15K0.00%+37New
Boyd Watterson Asset Management LLC39$2.27K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners42$2.43K0.00%+42New
Trifecta Capital Advisors, LLC42$2.44K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.43$2.50K0.00%+43New
Central Trust Co43$2.50K0.00%00.0%Unchanged
Operose Advisors LLC44$2.56K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec44$2.56K0.00%00.0%Unchanged
Umb Bank N A50$2.90K0.00%+2+4.2%Added
Bell Investment Advisors, Inc53$3.08K0.00%−17−24.3%Reduced
Eagle Bay Advisors LLC54$3.11K0.00%−5−8.5%Reduced
Main Street Group, LTD62$3.63K0.00%+62New
Frazier Financial Advisors, LLC66$3.83K0.00%+66New
Tradition Wealth Management, LLC63$4.00K0.00%+10+18.9%Added
City State Bank65$4.00K0.00%00.0%Unchanged
TCTC Holdings, LLC73$4.24K0.00%+73New
Venturi Wealth Management, LLC76$4.41K0.00%+24+46.2%Added
Vermillion & White Wealth Management Group, LLC78$4.53K0.00%+78New
Tfo-TDC, LLC79$4.59K0.00%00.0%Unchanged
Raleigh Capital Management Inc.85$4.94K0.00%+85New
JFS Wealth Advisors, LLC86$5.00K0.00%+58+207.1%Added
Washington Trust Co92$5.33K0.00%+92New
Rosenberg Matthew Hamilton92$5.34K0.00%+92New
Fortitude Family Office, LLC95$5.52K0.00%+95New
GW&K Investment Management, LLC105$6.00K0.00%+3+2.9%Added
Lazard Asset Management LLC105$6.00K0.00%+105New
MCF Advisors LLC104$6.04K0.00%+92+766.7%Added
HM Payson & Co111$6.45K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.114$6.62K0.00%00.0%Unchanged
Atticus Wealth Management, LLC120$6.97K0.00%00.0%Unchanged
First Horizon Advisors, Inc.121$7.03K0.00%−1,481−92.4%Reduced
Arrow Financial Corp121$7.03K0.00%00.0%Unchanged
Aspect Partners, LLC121$7.03K0.00%+121New
Geneos Wealth Management Inc.124$7.20K0.00%−46−27.1%Reduced
HighMark Wealth Management LLC127$7.38K0.01%00.0%Unchanged
Manchester Capital Management LLC135$7.84K0.00%+119+743.8%Added
Sound Income Strategies, LLC139$8.07K0.00%−65−31.9%Reduced
DT Investment Partners, LLC145$8.31K0.00%00.0%Unchanged
West Paces Advisors Inc.154$8.94K0.00%00.0%Unchanged
Versant Capital Management, Inc171$9.93K0.00%−38−18.2%Reduced
Global Wealth Management Investment Advisory, Inc.177$10.3K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC191$11.1K0.00%+65+51.6%Added
Transcendent Capital Group LLC200$11.6K0.01%+200New
Farmers & Merchants Investments Inc206$12.0K0.00%00.0%Unchanged
TSFG, LLC200$12.0K0.00%−16−7.4%Reduced
Turtle Creek Wealth Advisors, LLC214$12.4K0.00%+214New
Nemes Rush Group LLC216$12.5K0.00%00.0%Unchanged
Richardson Financial Services Inc.220$12.8K0.01%+220New
Valley National Advisers Inc233$13.0K0.00%+170+269.8%Added
Center for Financial Planning, Inc.227$13.2K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC229$13.3K0.00%+182+387.2%Added
Glassman Wealth Services232$13.5K0.00%+26+12.6%Added
Covestor Ltd242$14.0K0.01%+10+4.3%Added
Hexagon Capital Partners LLC258$15.0K0.00%−58−18.4%Reduced
ICA Group Wealth Management, LLC261$15.2K0.00%+261New
Brown Brothers Harriman & Co269$15.6K0.00%−337−55.6%Reduced
Thompson Siegel & Walmsley LLC300$17.0K0.00%00.0%Unchanged
JNBA Financial Advisors300$17.4K0.00%00.0%Unchanged
St Germain D J Co Inc303$17.6K0.00%00.0%Unchanged
MV Capital Management, Inc.310$18.0K0.00%+107+52.7%Added
Grove Bank & Trust311$18.1K0.00%00.0%Unchanged
Johnson Financial Group, Inc.338$19.6K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC400$23.2K0.01%00.0%Unchanged
Heritage Wealth Advisors400$23.2K0.00%+400New
SJS Investment Consulting Inc.401$23.3K0.01%−1−0.2%Reduced
Deseret Mutual Benefit Administrators405$23.5K0.01%−126−23.7%Reduced
CNB Bank413$24.0K0.01%00.0%Unchanged
Front Row Advisors LLC420$24.4K0.01%00.0%Unchanged
AdvisorNet Financial, Inc440$25.6K0.00%+23+5.5%Added