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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 5,592 | $324.7K | 0.00% | −245,226−97.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,418 | $321.2K | 0.08% | +5,418 | New |
| Stratos Wealth Advisors, LLC | 5,513 | $320.2K | 0.02% | −2,674−32.7% | Reduced |
| Advisory Alpha, LLC | 5,425 | $315.1K | 0.01% | +361+7.1% | Added |
| Wetherby Asset Management Inc | 5,309 | $308.3K | 0.02% | +145+2.8% | Added |
| National Asset Management, Inc. | 5,300 | $307.8K | 0.01% | −2,165−29.0% | Reduced |
| Inceptionr LLC | 5,291 | $307.2K | 0.22% | +5,291 | New |
| Ballentine Partners, LLC | 5,215 | $302.8K | 0.01% | +765+17.2% | Added |
| Sciencast Management LP | 5,202 | $302.1K | 0.16% | +5,202 | New |
| Simplex Trading, LLC | 5,186 | $301.0K | 0.01% | +5,186 | New |
| Samalin Investment Counsel, LLC | 5,117 | $297.2K | 0.15% | −1,014−16.5% | Reduced |
| GAMMA Investing LLC | 5,174 | $295.7K | 0.08% | +5,174 | New |
| Vontobel Holding Ltd. | 4,923 | $285.9K | 0.00% | −946−16.1% | Reduced |
| Alberta Investment Management Corp | 4,900 | $284.5K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 4,893 | $284.1K | 0.00% | −95,107−95.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,800 | $278.7K | 0.00% | +4,800 | New |
| Pinnacle Wealth Management Group, Inc. | 4,775 | $277.3K | 0.23% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,760 | $276.4K | 0.02% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $275.8K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,695 | $272.6K | 0.01% | −794−14.5% | Reduced |
| Oxler Private Wealth LLC | 4,674 | $271.4K | 0.23% | −21,314−82.0% | Reduced |
| Executive Wealth Management, LLC | 4,663 | $270.8K | 0.03% | +24+0.5% | Added |
| Fulton Bank, N.A. | 4,619 | $268.2K | 0.01% | +424+10.1% | Added |
| HighPoint Advisor Group LLC | 4,560 | $267.0K | 0.02% | +4,560 | New |
| Great Lakes Advisors, LLC | 4,597 | $267.0K | 0.00% | −87−1.9% | Reduced |
| Capital Investment Advisors, LLC | 4,542 | $263.8K | 0.01% | −179−3.8% | Reduced |
| Trust Co of the South | 4,404 | $255.7K | 0.07% | +4,404 | New |
| Benedetti & Gucer, Inc. | 4,364 | $253.4K | 0.13% | −500−10.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,345 | $252.3K | 0.09% | −450−9.4% | Reduced |
| Balentine LLC | 4,333 | $251.6K | 0.01% | −879−16.9% | Reduced |
| Krane Funds Advisors LLC | 4,281 | $248.6K | 0.01% | −362−7.8% | Reduced |
| Signaturefd, LLC | 4,251 | $246.9K | 0.01% | −1,094−20.5% | Reduced |
| Mather Group, LLC. | 4,197 | $243.7K | 0.00% | +4,197 | New |
| Seeds Investor LLC | 4,172 | $242.3K | 0.27% | +4,172 | New |
| Morningstar Investment Services LLC | 4,156 | $241.0K | 0.00% | +4,156 | New |
| Belpointe Asset Management LLC | 4,139 | $240.4K | 0.02% | −482−10.4% | Reduced |
| NEOS Investment Management LLC | 4,139 | $240.4K | 0.02% | +4,139 | New |
| Horizon Investments, LLC | 4,173 | $240.1K | 0.01% | +53+1.3% | Added |
| Pitcairn Co | 4,104 | $238.3K | 0.02% | −31−0.7% | Reduced |
| Pallas Capital Advisors LLC | 4,086 | $237.3K | 0.01% | −3,216−44.0% | Reduced |
| Strategy Asset Managers LLC | 4,058 | $235.6K | 0.06% | −233−5.4% | Reduced |
| Crestwood Advisors Group LLC | 4,054 | $235.4K | 0.01% | +34+0.8% | Added |
| Journey Advisory Group, LLC | 4,050 | $235.2K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,018 | $233.3K | 0.01% | −79−1.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,936 | $228.6K | 0.03% | +3,936 | New |
| Bayesian Capital Management, LP | 3,900 | $226.5K | 0.02% | −51,223−92.9% | Reduced |
| Snowden Capital Advisors LLC | 3,861 | $224.2K | 0.01% | −826−17.6% | Reduced |
| Dana Investment Advisors, Inc. | 3,859 | $224.1K | 0.01% | +3,859 | New |
| Stratos Wealth Partners, LTD. | 3,829 | $222.4K | 0.00% | +3,829 | New |
| Venture Visionary Partners LLC | 3,788 | $219.9K | 0.01% | −5−0.1% | Reduced |
| Prosperity Financial Group, Inc. | 3,769 | $218.8K | 0.15% | −136−3.5% | Reduced |
| Stephens Consulting, LLC | 3,753 | $217.9K | 0.07% | −293−7.2% | Reduced |
| Empowered Funds, LLC | 3,696 | $214.6K | 0.01% | +3,696 | New |
| Beacon Bridge Wealth Partners, LLC | 3,688 | $214.2K | 0.11% | −414−10.1% | Reduced |
| AXA S.A. | 3,633 | $211.0K | 0.00% | +3,633 | New |
| Azimuth Capital Investment Management LLC | 3,622 | $210.3K | 0.01% | +3,622 | New |
| Morningstar Investment Management LLC | 3,618 | $210.0K | 0.02% | +3,618 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,614 | $209.9K | 0.03% | +3,614 | New |
| Virtus ETF Advisers LLC | 3,583 | $208.1K | 0.13% | +251+7.5% | Added |
| Essex Savings Bank | 3,571 | $207.3K | 0.06% | +3,571 | New |
| Symmetry Partners, LLC | 3,556 | $206.0K | 0.01% | +3,556 | New |
| Massmutual Trust Co FSB | 3,525 | $204.7K | 0.01% | +432+14.0% | Added |
| SageView Advisory Group, LLC | 3,571 | $204.6K | 0.01% | +3,571 | New |
| Pointe Capital Management LLC | 3,515 | $204.1K | 0.14% | +3,515 | New |
| Financial Strategies Group, Inc. | 3,629 | $201.8K | 0.06% | +3,629 | New |
| Full Sail Capital, LLC | 3,445 | $200.1K | 0.02% | +3,445 | New |
| Quadrant Capital Group LLC | 3,429 | $199.1K | 0.02% | −522−13.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,757 | $199.0K | 0.00% | −1,681−30.9% | Reduced |
| State of Wyoming | 3,369 | $195.6K | 0.04% | +174+5.4% | Added |
| Ameritas Investment Partners, Inc. | 3,242 | $188.3K | 0.01% | −262−7.5% | Reduced |
| Platinum Investment Management Ltd | 2,975 | $172.8K | 0.01% | +2,627+754.9% | Added |
| Whittier Trust Co of Nevada Inc | 2,905 | $168.7K | 0.01% | +114+4.1% | Added |
| Capstone Investment Advisors, LLC | 2,760 | $160.3K | 0.00% | −11,346−80.4% | Reduced |
| Alaska Permanent Fund Corp | 2,483 | $144.2K | 0.00% | −318−11.4% | Reduced |
| Clearstead Advisors, LLC | 2,138 | $124.2K | 0.01% | −53−2.4% | Reduced |
| FWL Investment Management, LLC | 2,100 | $121.9K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 2,020 | $114.0K | 0.00% | +133+7.0% | Added |
| Colonial Trust Co | 1,931 | $112.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,868 | $108.5K | 0.00% | +835+80.8% | Added |
| Blue Chip Partners, Inc. | 1,797 | $104.3K | 0.01% | +1,797 | New |
| Ossiam | 1,792 | $104.1K | 0.00% | +1,792 | New |
| Loomis Sayles & Co L P | 1,639 | $95.0K | 0.00% | +895+120.3% | Added |
| Bruce G. Allen Investments, LLC | 1,586 | $92.1K | 0.08% | +1,586 | New |
| Rothschild Investment LLC | 1,567 | $91.0K | 0.01% | +1,567 | New |
| First Financial Corp | 1,555 | $90.3K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $90.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,530 | $89.0K | 0.04% | −164−9.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,500 | $87.1K | 0.08% | +1,500 | New |
| Oakworth Capital, Inc. | 1,495 | $86.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $85.2K | 0.07% | +1,468 | New |
| Parallel Advisors, LLC | 1,458 | $84.7K | 0.00% | +241+19.8% | Added |
| Costello Asset Management, INC | 1,408 | $81.8K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,400 | $81.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,352 | $78.0K | 0.00% | −283−17.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,272 | $73.9K | 0.01% | −175−12.1% | Reduced |
| Allworth Financial LP | 1,253 | $72.8K | 0.00% | +517+70.2% | Added |
| Beacon Capital Management, LLC | 1,364 | $72.4K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $69.7K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,179 | $68.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,170 | $67.9K | 0.00% | −83−6.6% | Reduced |