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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 4,251 | $246.9K | 0.01% | −1,094−20.5% | Reduced |
| Krane Funds Advisors LLC | 4,281 | $248.6K | 0.01% | −362−7.8% | Reduced |
| Balentine LLC | 4,333 | $251.6K | 0.01% | −879−16.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,345 | $252.3K | 0.09% | −450−9.4% | Reduced |
| Benedetti & Gucer, Inc. | 4,364 | $253.4K | 0.13% | −500−10.3% | Reduced |
| Trust Co of the South | 4,404 | $255.7K | 0.07% | +4,404 | New |
| Capital Investment Advisors, LLC | 4,542 | $263.8K | 0.01% | −179−3.8% | Reduced |
| Great Lakes Advisors, LLC | 4,597 | $267.0K | 0.00% | −87−1.9% | Reduced |
| HighPoint Advisor Group LLC | 4,560 | $267.0K | 0.02% | +4,560 | New |
| Fulton Bank, N.A. | 4,619 | $268.2K | 0.01% | +424+10.1% | Added |
| Executive Wealth Management, LLC | 4,663 | $270.8K | 0.03% | +24+0.5% | Added |
| Oxler Private Wealth LLC | 4,674 | $271.4K | 0.23% | −21,314−82.0% | Reduced |
| Vident Advisory, LLC | 4,695 | $272.6K | 0.01% | −794−14.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,750 | $275.8K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,760 | $276.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 4,775 | $277.3K | 0.23% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 4,800 | $278.7K | 0.00% | +4,800 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,893 | $284.1K | 0.00% | −95,107−95.1% | Reduced |
| Alberta Investment Management Corp | 4,900 | $284.5K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,923 | $285.9K | 0.00% | −946−16.1% | Reduced |
| GAMMA Investing LLC | 5,174 | $295.7K | 0.08% | +5,174 | New |
| Samalin Investment Counsel, LLC | 5,117 | $297.2K | 0.15% | −1,014−16.5% | Reduced |
| Simplex Trading, LLC | 5,186 | $301.0K | 0.01% | +5,186 | New |
| Sciencast Management LP | 5,202 | $302.1K | 0.16% | +5,202 | New |
| Ballentine Partners, LLC | 5,215 | $302.8K | 0.01% | +765+17.2% | Added |
| Inceptionr LLC | 5,291 | $307.2K | 0.22% | +5,291 | New |
| National Asset Management, Inc. | 5,300 | $307.8K | 0.01% | −2,165−29.0% | Reduced |
| Wetherby Asset Management Inc | 5,309 | $308.3K | 0.02% | +145+2.8% | Added |
| Advisory Alpha, LLC | 5,425 | $315.1K | 0.01% | +361+7.1% | Added |
| Stratos Wealth Advisors, LLC | 5,513 | $320.2K | 0.02% | −2,674−32.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,418 | $321.2K | 0.08% | +5,418 | New |
| Qube Research & Technologies Ltd | 5,592 | $324.7K | 0.00% | −245,226−97.8% | Reduced |
| Duality Advisers, LP | 5,843 | $339.3K | 0.04% | −14,614−71.4% | Reduced |
| Wedbush Securities Inc | 5,859 | $340.0K | 0.02% | −163−2.7% | Reduced |
| Nomura Holdings Inc | 5,882 | $341.6K | 0.00% | +5,882 | New |
| Cipher Capital LP | 5,966 | $346.4K | 0.11% | +5,966 | New |
| Blair William & Co | 6,005 | $348.7K | 0.00% | −902−13.1% | Reduced |
| Cetera Investment Advisers | 6,163 | $357.9K | 0.00% | +873+16.5% | Added |
| NorthRock Partners, LLC | 6,210 | $360.6K | 0.02% | +6,210 | New |
| Conning Inc. | 6,332 | $367.7K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,514 | $378.3K | 0.00% | +653+11.1% | Added |
| Kestra Private Wealth Services, LLC | 6,727 | $390.6K | 0.01% | −666−9.0% | Reduced |
| Investment Management Corp of Ontario | 6,792 | $394.4K | 0.01% | +6,792 | New |
| Bailard, Inc. | 6,930 | $402.4K | 0.01% | +777+12.6% | Added |
| Smartleaf Asset Management LLC | 6,991 | $405.5K | 0.11% | +6,991 | New |
| Raymond James Trust N.A. | 7,094 | $411.9K | 0.01% | −584−7.6% | Reduced |
| Summit Financial, LLC | 7,184 | $417.2K | 0.03% | −505−6.6% | Reduced |
| Cidel Asset Management Inc | 7,195 | $417.8K | 0.02% | −495,082−98.6% | Reduced |
| Ostrum Asset Management | 7,272 | $422.3K | 0.04% | +30+0.4% | Added |
| V-Square Quantitative Management LLC | 7,286 | $423.1K | 0.10% | +1,296+21.6% | Added |
| Centennial Wealth Advisory LLC | 7,327 | $425.5K | 0.22% | +305+4.3% | Added |
| United Capital Financial Advisers, LLC | 7,414 | $430.5K | 0.00% | +7,414 | New |
| Whittier Trust Co | 7,491 | $434.9K | 0.01% | −1,334−15.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,500 | $435.5K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 7,800 | $462.5K | 0.26% | 00.0% | Unchanged |
| Spirit of America Management Corp | 8,100 | $470.4K | 0.10% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 8,119 | $471.4K | 0.01% | +4,119+103.0% | Added |
| Cerity Partners LLC | 8,126 | $472.1K | 0.00% | +3,775+86.8% | Added |
| QRG Capital Management, Inc. | 8,286 | $481.2K | 0.01% | +784+10.5% | Added |
| Kestra Advisory Services, LLC | 8,331 | $483.8K | 0.00% | −5,417−39.4% | Reduced |
| Veriti Management LLC | 8,342 | $484.4K | 0.04% | +1,835+28.2% | Added |
| Hilton Capital Management, LLC | 8,348 | $484.8K | 0.05% | +8,348 | New |
| Bessemer Group Inc | 8,582 | $498.0K | 0.00% | +523+6.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,629 | $501.1K | 0.01% | +286+3.4% | Added |
| Cetera Advisor Networks LLC | 8,701 | $505.3K | 0.00% | +262+3.1% | Added |
| Meeder Advisory Services, Inc. | 8,702 | $505.3K | 0.06% | −717−7.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,836 | $513.1K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,910 | $517.4K | 0.01% | +3,337+59.9% | Added |
| Ramirez Asset Management, Inc. | 8,987 | $521.9K | 0.11% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,072 | $526.8K | 0.01% | +5,090+127.8% | Added |
| MML Investors Services, LLC | 9,067 | $527.0K | 0.00% | −7,846−46.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,236 | $536.3K | 0.01% | +28+0.3% | Added |
| Commerce Bank | 9,353 | $543.1K | 0.00% | −564−5.7% | Reduced |
| Foster & Motley Inc | 9,548 | $554.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,821 | $570.3K | 0.01% | −205−2.0% | Reduced |
| Credit Agricole S A | 9,879 | $573.7K | 0.01% | +5,210+111.6% | Added |
| Integrated Wealth Concepts LLC | 9,895 | $574.6K | 0.01% | +5,053+104.4% | Added |
| Quantinno Capital Management LP | 9,930 | $577.0K | 0.02% | +446+4.7% | Added |
| Aquila Investment Management LLC | 10,000 | $580.7K | 0.50% | +10,000 | New |
| Wolverine Trading, LLC | 10,019 | $581.8K | 0.00% | +10,019 | New |
| Empirical Finance, LLC | 10,134 | $588.5K | 0.04% | +77+0.8% | Added |
| Finer Wealth Management, Inc. | 10,139 | $588.8K | 0.44% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 10,144 | $589.1K | 0.35% | +65+0.6% | Added |
| Fiduciary Trust Co | 10,153 | $589.6K | 0.01% | −23−0.2% | Reduced |
| Prelude Capital Management, LLC | 10,208 | $592.8K | 0.05% | +10,208 | New |
| Zions Bancorporation, N.A. | 10,248 | $595.1K | 0.04% | +586+6.1% | Added |
| Amica Mutual Insurance Co | 10,317 | $599.0K | 0.06% | −62,008−85.7% | Reduced |
| Exchange Traded Concepts, LLC | 10,379 | $602.7K | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 10,384 | $603.0K | 0.02% | −347−3.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,394 | $603.6K | 0.04% | +289+2.9% | Added |
| Greenleaf Trust | 10,446 | $606.6K | 0.01% | +2,503+31.5% | Added |
| Bleakley Financial Group, LLC | 10,447 | $606.7K | 0.02% | −284−2.6% | Reduced |
| Norinchukin Bank, The | 10,455 | $607.1K | 0.01% | −1,347−11.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,822 | $628.4K | 0.04% | −109−1.0% | Reduced |
| Integrated Investment Consultants, LLC | 10,861 | $630.7K | 0.20% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,992 | $638.3K | 0.01% | −38,542−77.8% | Reduced |
| Los Angeles Capital Management LLC | 11,099 | $644.5K | 0.00% | −4,924−30.7% | Reduced |
| BKM Wealth Management, LLC | 11,190 | $649.8K | 0.28% | +11,190 | New |
| Trust Point Inc. | 11,205 | $650.7K | 0.05% | +11,205 | New |
| Lido Advisors, LLC | 11,445 | $664.6K | 0.01% | +5,351+87.8% | Added |