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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 16,168 | $940.7K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 16,013 | $929.9K | 0.08% | −1,000−5.9% | Reduced |
| Avantax Advisory Services, Inc. | 15,902 | $923.4K | 0.01% | −4,433−21.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,475 | $898.6K | 0.02% | +100+0.7% | Added |
| Neuberger Berman Group LLC | 15,379 | $893.1K | 0.00% | −2,402−13.5% | Reduced |
| Pettee Investors, Inc. | 15,368 | $892.4K | 0.39% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 15,210 | $883.0K | 0.03% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 15,171 | $881.0K | 0.12% | +15,171 | New |
| IFP Advisors, Inc | 14,965 | $869.0K | 0.04% | −1,880−11.2% | Reduced |
| Moody National Bank Trust Division | 14,803 | $859.6K | 0.07% | −4,631−23.8% | Reduced |
| Prospera Financial Services Inc | 14,489 | $841.4K | 0.03% | −2,124−12.8% | Reduced |
| Beck Bode, LLC | 14,412 | $836.9K | 0.19% | +2,031+16.4% | Added |
| BLB&B Advisors, LLC | 14,372 | $834.6K | 0.05% | −625−4.2% | Reduced |
| Vestcor Inc | 14,040 | $815.0K | 0.03% | −80−0.6% | Reduced |
| Hantz Financial Services, Inc. | 13,530 | $786.0K | 0.02% | −43−0.3% | Reduced |
| Teacher Retirement System of Texas | 13,404 | $778.0K | 0.01% | −9,190−40.7% | Reduced |
| Sumitomo Life Insurance Co | 13,376 | $776.7K | 0.02% | −642−4.6% | Reduced |
| United Services Automobile Association | 13,361 | $775.9K | 0.02% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 13,297 | $772.2K | 0.19% | +916+7.4% | Added |
| Entropy Technologies, LP | 13,248 | $769.3K | 0.14% | +13,248 | New |
| Glenmede Trust Co NA | 13,128 | $762.3K | 0.00% | −4,283−24.6% | Reduced |
| Thrivent Financial for Lutherans | 12,669 | $736.0K | 0.00% | −7,246−36.4% | Reduced |
| Everence Capital Management Inc | 12,530 | $728.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 12,519 | $727.0K | 0.01% | −437−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,466 | $723.9K | 0.00% | −543−4.2% | Reduced |
| Wexford Capital LP | 12,201 | $708.5K | 0.15% | +12,201 | New |
| CWM, LLC | 11,914 | $692.0K | 0.00% | +119+1.0% | Added |
| Metropolitan Life Insurance Co | 11,875 | $689.6K | 0.03% | −195−1.6% | Reduced |
| Profund Advisors LLC | 11,792 | $684.8K | 0.03% | −306−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,581 | $672.5K | 0.03% | +80+0.7% | Added |
| Quantbot Technologies LP | 11,485 | $666.9K | 0.04% | −24,061−67.7% | Reduced |
| Mirador Capital Partners LP | 11,473 | $666.3K | 0.14% | +596+5.5% | Added |
| Lido Advisors, LLC | 11,445 | $664.6K | 0.01% | +5,351+87.8% | Added |
| Trust Point Inc. | 11,205 | $650.7K | 0.05% | +11,205 | New |
| BKM Wealth Management, LLC | 11,190 | $649.8K | 0.28% | +11,190 | New |
| Los Angeles Capital Management LLC | 11,099 | $644.5K | 0.00% | −4,924−30.7% | Reduced |
| Intech Investment Management LLC | 10,992 | $638.3K | 0.01% | −38,542−77.8% | Reduced |
| Integrated Investment Consultants, LLC | 10,861 | $630.7K | 0.20% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 10,822 | $628.4K | 0.04% | −109−1.0% | Reduced |
| Norinchukin Bank, The | 10,455 | $607.1K | 0.01% | −1,347−11.4% | Reduced |
| Bleakley Financial Group, LLC | 10,447 | $606.7K | 0.02% | −284−2.6% | Reduced |
| Greenleaf Trust | 10,446 | $606.6K | 0.01% | +2,503+31.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,394 | $603.6K | 0.04% | +289+2.9% | Added |
| Sawtooth Solutions, LLC | 10,384 | $603.0K | 0.02% | −347−3.2% | Reduced |
| Exchange Traded Concepts, LLC | 10,379 | $602.7K | 0.02% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 10,317 | $599.0K | 0.06% | −62,008−85.7% | Reduced |
| Zions Bancorporation, N.A. | 10,248 | $595.1K | 0.04% | +586+6.1% | Added |
| Prelude Capital Management, LLC | 10,208 | $592.8K | 0.05% | +10,208 | New |
| Fiduciary Trust Co | 10,153 | $589.6K | 0.01% | −23−0.2% | Reduced |
| Acorn Wealth Advisors, LLC | 10,144 | $589.1K | 0.35% | +65+0.6% | Added |
| Finer Wealth Management, Inc. | 10,139 | $588.8K | 0.44% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,134 | $588.5K | 0.04% | +77+0.8% | Added |
| Wolverine Trading, LLC | 10,019 | $581.8K | 0.00% | +10,019 | New |
| Aquila Investment Management LLC | 10,000 | $580.7K | 0.50% | +10,000 | New |
| Quantinno Capital Management LP | 9,930 | $577.0K | 0.02% | +446+4.7% | Added |
| Integrated Wealth Concepts LLC | 9,895 | $574.6K | 0.01% | +5,053+104.4% | Added |
| Credit Agricole S A | 9,879 | $573.7K | 0.01% | +5,210+111.6% | Added |
| Ieq Capital, LLC | 9,821 | $570.3K | 0.01% | −205−2.0% | Reduced |
| Foster & Motley Inc | 9,548 | $554.0K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 9,353 | $543.1K | 0.00% | −564−5.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,236 | $536.3K | 0.01% | +28+0.3% | Added |
| MML Investors Services, LLC | 9,067 | $527.0K | 0.00% | −7,846−46.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,072 | $526.8K | 0.01% | +5,090+127.8% | Added |
| Ramirez Asset Management, Inc. | 8,987 | $521.9K | 0.11% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,910 | $517.4K | 0.01% | +3,337+59.9% | Added |
| Plante Moran Financial Advisors, LLC | 8,836 | $513.1K | 0.05% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,702 | $505.3K | 0.06% | −717−7.6% | Reduced |
| Cetera Advisor Networks LLC | 8,701 | $505.3K | 0.00% | +262+3.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,629 | $501.1K | 0.01% | +286+3.4% | Added |
| Bessemer Group Inc | 8,582 | $498.0K | 0.00% | +523+6.5% | Added |
| Hilton Capital Management, LLC | 8,348 | $484.8K | 0.05% | +8,348 | New |
| Veriti Management LLC | 8,342 | $484.4K | 0.04% | +1,835+28.2% | Added |
| Kestra Advisory Services, LLC | 8,331 | $483.8K | 0.00% | −5,417−39.4% | Reduced |
| QRG Capital Management, Inc. | 8,286 | $481.2K | 0.01% | +784+10.5% | Added |
| Cerity Partners LLC | 8,126 | $472.1K | 0.00% | +3,775+86.8% | Added |
| Sequoia Financial Advisors, LLC | 8,119 | $471.4K | 0.01% | +4,119+103.0% | Added |
| Spirit of America Management Corp | 8,100 | $470.4K | 0.10% | 00.0% | Unchanged |
| Boit C F David | 7,800 | $462.5K | 0.26% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,500 | $435.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 7,491 | $434.9K | 0.01% | −1,334−15.1% | Reduced |
| United Capital Financial Advisers, LLC | 7,414 | $430.5K | 0.00% | +7,414 | New |
| Centennial Wealth Advisory LLC | 7,327 | $425.5K | 0.22% | +305+4.3% | Added |
| V-Square Quantitative Management LLC | 7,286 | $423.1K | 0.10% | +1,296+21.6% | Added |
| Ostrum Asset Management | 7,272 | $422.3K | 0.04% | +30+0.4% | Added |
| Cidel Asset Management Inc | 7,195 | $417.8K | 0.02% | −495,082−98.6% | Reduced |
| Summit Financial, LLC | 7,184 | $417.2K | 0.03% | −505−6.6% | Reduced |
| Raymond James Trust N.A. | 7,094 | $411.9K | 0.01% | −584−7.6% | Reduced |
| Smartleaf Asset Management LLC | 6,991 | $405.5K | 0.11% | +6,991 | New |
| Bailard, Inc. | 6,930 | $402.4K | 0.01% | +777+12.6% | Added |
| Investment Management Corp of Ontario | 6,792 | $394.4K | 0.01% | +6,792 | New |
| Kestra Private Wealth Services, LLC | 6,727 | $390.6K | 0.01% | −666−9.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,514 | $378.3K | 0.00% | +653+11.1% | Added |
| Conning Inc. | 6,332 | $367.7K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,210 | $360.6K | 0.02% | +6,210 | New |
| Cetera Investment Advisers | 6,163 | $357.9K | 0.00% | +873+16.5% | Added |
| Blair William & Co | 6,005 | $348.7K | 0.00% | −902−13.1% | Reduced |
| Cipher Capital LP | 5,966 | $346.4K | 0.11% | +5,966 | New |
| Nomura Holdings Inc | 5,882 | $341.6K | 0.00% | +5,882 | New |
| Wedbush Securities Inc | 5,859 | $340.0K | 0.02% | −163−2.7% | Reduced |
| Duality Advisers, LP | 5,843 | $339.3K | 0.04% | −14,614−71.4% | Reduced |