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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $27.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 505 | $29.3K | 0.01% | +505 | New |
| Global Financial Private Client, LLC | 557 | $32.3K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 624 | $36.3K | 0.02% | +624 | New |
| Compagnie Lombard Odier SCmA | 670 | $38.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 717 | $41.6K | 0.02% | +53+8.0% | Added |
| Rakuten Investment Management, Inc. | 721 | $41.8K | 0.00% | +721 | New |
| Salem Investment Counselors Inc | 755 | $43.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $45.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 785 | $46.0K | 0.00% | +185+30.8% | Added |
| Tobam | 785 | $46.0K | 0.00% | +754+2,432.3% | Added |
| Ci Investments Inc. | 812 | $47.0K | 0.00% | −5,603−87.3% | Reduced |
| CVA Family Office, LLC | 815 | $47.3K | 0.01% | +815 | New |
| Cullen/Frost Bankers, Inc. | 818 | $47.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 829 | $48.2K | 0.01% | +323+63.8% | Added |
| Parkside Financial Bank & Trust | 832 | $48.3K | 0.01% | −67−7.5% | Reduced |
| Institutional & Family Asset Management, LLC | 843 | $49.0K | 0.01% | −620−42.4% | Reduced |
| Proequities, Inc. | 858 | $49.8K | 0.00% | −264−23.5% | Reduced |
| TD Waterhouse Canada Inc. | 853 | $50.7K | 0.00% | −133−13.5% | Reduced |
| Cranbrook Wealth Management, LLC | 873 | $50.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 972 | $56.4K | 0.00% | +972 | New |
| American State Bank (Iowa) | 998 | $58.0K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $58.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,017 | $59.1K | 0.00% | +30+3.0% | Added |
| Principal Securities, Inc. | 1,057 | $61.4K | 0.00% | +1,057 | New |
| Lindbrook Capital, LLC | 1,072 | $62.3K | 0.01% | −390−26.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,079 | $62.7K | 0.01% | −111−9.3% | Reduced |
| Farther Finance Advisors, LLC | 1,087 | $63.1K | 0.00% | +5+0.5% | Added |
| Caldwell Trust Co | 1,087 | $63.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $63.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,123 | $65.2K | 0.00% | −22−1.9% | Reduced |
| Gradient Investments LLC | 1,135 | $65.9K | 0.00% | −218−16.1% | Reduced |
| TD Private Client Wealth LLC | 1,170 | $67.9K | 0.00% | −83−6.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,179 | $68.5K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $69.7K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,364 | $72.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,253 | $72.8K | 0.00% | +517+70.2% | Added |
| EverSource Wealth Advisors, LLC | 1,272 | $73.9K | 0.01% | −175−12.1% | Reduced |
| Penserra Capital Management LLC | 1,352 | $78.0K | 0.00% | −283−17.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,400 | $81.0K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $81.8K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,458 | $84.7K | 0.00% | +241+19.8% | Added |
| Caitlin John, LLC | 1,468 | $85.2K | 0.07% | +1,468 | New |
| Oakworth Capital, Inc. | 1,495 | $86.8K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $87.1K | 0.08% | +1,500 | New |
| Sentry Investment Management LLC | 1,530 | $89.0K | 0.04% | −164−9.7% | Reduced |
| Acadian Asset Management LLC | 1,551 | $90.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,555 | $90.3K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,567 | $91.0K | 0.01% | +1,567 | New |
| Bruce G. Allen Investments, LLC | 1,586 | $92.1K | 0.08% | +1,586 | New |
| Loomis Sayles & Co L P | 1,639 | $95.0K | 0.00% | +895+120.3% | Added |
| Ossiam | 1,792 | $104.1K | 0.00% | +1,792 | New |
| Blue Chip Partners, Inc. | 1,797 | $104.3K | 0.01% | +1,797 | New |
| Global Retirement Partners, LLC | 1,868 | $108.5K | 0.00% | +835+80.8% | Added |
| Colonial Trust Co | 1,931 | $112.1K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,020 | $114.0K | 0.00% | +133+7.0% | Added |
| FWL Investment Management, LLC | 2,100 | $121.9K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,138 | $124.2K | 0.01% | −53−2.4% | Reduced |
| Alaska Permanent Fund Corp | 2,483 | $144.2K | 0.00% | −318−11.4% | Reduced |
| Capstone Investment Advisors, LLC | 2,760 | $160.3K | 0.00% | −11,346−80.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,905 | $168.7K | 0.01% | +114+4.1% | Added |
| Platinum Investment Management Ltd | 2,975 | $172.8K | 0.01% | +2,627+754.9% | Added |
| Ameritas Investment Partners, Inc. | 3,242 | $188.3K | 0.01% | −262−7.5% | Reduced |
| State of Wyoming | 3,369 | $195.6K | 0.04% | +174+5.4% | Added |
| Ronald Blue Trust, Inc. | 3,757 | $199.0K | 0.00% | −1,681−30.9% | Reduced |
| Quadrant Capital Group LLC | 3,429 | $199.1K | 0.02% | −522−13.2% | Reduced |
| Full Sail Capital, LLC | 3,445 | $200.1K | 0.02% | +3,445 | New |
| Financial Strategies Group, Inc. | 3,629 | $201.8K | 0.06% | +3,629 | New |
| Pointe Capital Management LLC | 3,515 | $204.1K | 0.14% | +3,515 | New |
| SageView Advisory Group, LLC | 3,571 | $204.6K | 0.01% | +3,571 | New |
| Massmutual Trust Co FSB | 3,525 | $204.7K | 0.01% | +432+14.0% | Added |
| Symmetry Partners, LLC | 3,556 | $206.0K | 0.01% | +3,556 | New |
| Essex Savings Bank | 3,571 | $207.3K | 0.06% | +3,571 | New |
| Virtus ETF Advisers LLC | 3,583 | $208.1K | 0.13% | +251+7.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,614 | $209.9K | 0.03% | +3,614 | New |
| Morningstar Investment Management LLC | 3,618 | $210.0K | 0.02% | +3,618 | New |
| Azimuth Capital Investment Management LLC | 3,622 | $210.3K | 0.01% | +3,622 | New |
| AXA S.A. | 3,633 | $211.0K | 0.00% | +3,633 | New |
| Beacon Bridge Wealth Partners, LLC | 3,688 | $214.2K | 0.11% | −414−10.1% | Reduced |
| Empowered Funds, LLC | 3,696 | $214.6K | 0.01% | +3,696 | New |
| Stephens Consulting, LLC | 3,753 | $217.9K | 0.07% | −293−7.2% | Reduced |
| Prosperity Financial Group, Inc. | 3,769 | $218.8K | 0.15% | −136−3.5% | Reduced |
| Venture Visionary Partners LLC | 3,788 | $219.9K | 0.01% | −5−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 3,829 | $222.4K | 0.00% | +3,829 | New |
| Dana Investment Advisors, Inc. | 3,859 | $224.1K | 0.01% | +3,859 | New |
| Snowden Capital Advisors LLC | 3,861 | $224.2K | 0.01% | −826−17.6% | Reduced |
| Bayesian Capital Management, LP | 3,900 | $226.5K | 0.02% | −51,223−92.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,936 | $228.6K | 0.03% | +3,936 | New |
| Coldstream Capital Management Inc | 4,018 | $233.3K | 0.01% | −79−1.9% | Reduced |
| Journey Advisory Group, LLC | 4,050 | $235.2K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,054 | $235.4K | 0.01% | +34+0.8% | Added |
| Strategy Asset Managers LLC | 4,058 | $235.6K | 0.06% | −233−5.4% | Reduced |
| Pallas Capital Advisors LLC | 4,086 | $237.3K | 0.01% | −3,216−44.0% | Reduced |
| Pitcairn Co | 4,104 | $238.3K | 0.02% | −31−0.7% | Reduced |
| Horizon Investments, LLC | 4,173 | $240.1K | 0.01% | +53+1.3% | Added |
| NEOS Investment Management LLC | 4,139 | $240.4K | 0.02% | +4,139 | New |
| Belpointe Asset Management LLC | 4,139 | $240.4K | 0.02% | −482−10.4% | Reduced |
| Morningstar Investment Services LLC | 4,156 | $241.0K | 0.00% | +4,156 | New |
| Seeds Investor LLC | 4,172 | $242.3K | 0.27% | +4,172 | New |
| Mather Group, LLC. | 4,197 | $243.7K | 0.00% | +4,197 | New |