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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 1,135 | $65.9K | 0.00% | −218−16.1% | Reduced |
| Federated Hermes, Inc. | 1,123 | $65.2K | 0.00% | −22−1.9% | Reduced |
| Montag A & Associates Inc | 1,100 | $63.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $63.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,087 | $63.1K | 0.00% | +5+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,079 | $62.7K | 0.01% | −111−9.3% | Reduced |
| Lindbrook Capital, LLC | 1,072 | $62.3K | 0.01% | −390−26.7% | Reduced |
| Principal Securities, Inc. | 1,057 | $61.4K | 0.00% | +1,057 | New |
| Harbour Investments, Inc. | 1,017 | $59.1K | 0.00% | +30+3.0% | Added |
| Centerpoint Advisors, LLC | 1,000 | $58.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 998 | $58.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 972 | $56.4K | 0.00% | +972 | New |
| Cranbrook Wealth Management, LLC | 873 | $50.7K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 853 | $50.7K | 0.00% | −133−13.5% | Reduced |
| Proequities, Inc. | 858 | $49.8K | 0.00% | −264−23.5% | Reduced |
| Institutional & Family Asset Management, LLC | 843 | $49.0K | 0.01% | −620−42.4% | Reduced |
| Parkside Financial Bank & Trust | 832 | $48.3K | 0.01% | −67−7.5% | Reduced |
| Quent Capital, LLC | 829 | $48.2K | 0.01% | +323+63.8% | Added |
| Cullen/Frost Bankers, Inc. | 818 | $47.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 815 | $47.3K | 0.01% | +815 | New |
| Ci Investments Inc. | 812 | $47.0K | 0.00% | −5,603−87.3% | Reduced |
| 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 |
| Private Trust Co NA | 782 | $45.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $43.8K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 721 | $41.8K | 0.00% | +721 | New |
| Caldwell Sutter Capital, Inc. | 717 | $41.6K | 0.02% | +53+8.0% | Added |
| Compagnie Lombard Odier SCmA | 670 | $38.9K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 624 | $36.3K | 0.02% | +624 | New |
| Global Financial Private Client, LLC | 557 | $32.3K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 505 | $29.3K | 0.01% | +505 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $27.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 440 | $25.6K | 0.00% | +23+5.5% | Added |
| Front Row Advisors LLC | 420 | $24.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $24.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $23.5K | 0.01% | −126−23.7% | Reduced |
| SJS Investment Consulting Inc. | 401 | $23.3K | 0.01% | −1−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 400 | $23.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $23.2K | 0.00% | +400 | New |
| Johnson Financial Group, Inc. | 338 | $19.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 311 | $18.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 310 | $18.0K | 0.00% | +107+52.7% | Added |
| St Germain D J Co Inc | 303 | $17.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 269 | $15.6K | 0.00% | −337−55.6% | Reduced |
| ICA Group Wealth Management, LLC | 261 | $15.2K | 0.00% | +261 | New |
| Hexagon Capital Partners LLC | 258 | $15.0K | 0.00% | −58−18.4% | Reduced |
| Covestor Ltd | 242 | $14.0K | 0.01% | +10+4.3% | Added |
| Glassman Wealth Services | 232 | $13.5K | 0.00% | +26+12.6% | Added |
| FinTrust Capital Advisors, LLC | 229 | $13.3K | 0.00% | +182+387.2% | Added |
| Center for Financial Planning, Inc. | 227 | $13.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 233 | $13.0K | 0.00% | +170+269.8% | Added |
| Richardson Financial Services Inc. | 220 | $12.8K | 0.01% | +220 | New |
| Nemes Rush Group LLC | 216 | $12.5K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 214 | $12.4K | 0.00% | +214 | New |
| TSFG, LLC | 200 | $12.0K | 0.00% | −16−7.4% | Reduced |
| Farmers & Merchants Investments Inc | 206 | $12.0K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $11.6K | 0.01% | +200 | New |
| Prestige Wealth Management Group LLC | 191 | $11.1K | 0.00% | +65+51.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 177 | $10.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 171 | $9.93K | 0.00% | −38−18.2% | Reduced |
| West Paces Advisors Inc. | 154 | $8.94K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 145 | $8.31K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 139 | $8.07K | 0.00% | −65−31.9% | Reduced |
| Manchester Capital Management LLC | 135 | $7.84K | 0.00% | +119+743.8% | Added |
| HighMark Wealth Management LLC | 127 | $7.38K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 124 | $7.20K | 0.00% | −46−27.1% | Reduced |
| First Horizon Advisors, Inc. | 121 | $7.03K | 0.00% | −1,481−92.4% | Reduced |
| Arrow Financial Corp | 121 | $7.03K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 121 | $7.03K | 0.00% | +121 | New |
| Atticus Wealth Management, LLC | 120 | $6.97K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 114 | $6.62K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 111 | $6.45K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 104 | $6.04K | 0.00% | +92+766.7% | Added |
| GW&K Investment Management, LLC | 105 | $6.00K | 0.00% | +3+2.9% | Added |
| Lazard Asset Management LLC | 105 | $6.00K | 0.00% | +105 | New |
| Fortitude Family Office, LLC | 95 | $5.52K | 0.00% | +95 | New |
| Rosenberg Matthew Hamilton | 92 | $5.34K | 0.00% | +92 | New |
| Washington Trust Co | 92 | $5.33K | 0.00% | +92 | New |
| JFS Wealth Advisors, LLC | 86 | $5.00K | 0.00% | +58+207.1% | Added |
| Raleigh Capital Management Inc. | 85 | $4.94K | 0.00% | +85 | New |
| Tfo-TDC, LLC | 79 | $4.59K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 78 | $4.53K | 0.00% | +78 | New |
| Venturi Wealth Management, LLC | 76 | $4.41K | 0.00% | +24+46.2% | Added |
| TCTC Holdings, LLC | 73 | $4.24K | 0.00% | +73 | New |
| Tradition Wealth Management, LLC | 63 | $4.00K | 0.00% | +10+18.9% | Added |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $3.83K | 0.00% | +66 | New |
| Main Street Group, LTD | 62 | $3.63K | 0.00% | +62 | New |
| Eagle Bay Advisors LLC | 54 | $3.11K | 0.00% | −5−8.5% | Reduced |
| Bell Investment Advisors, Inc | 53 | $3.08K | 0.00% | −17−24.3% | Reduced |
| Umb Bank N A | 50 | $2.90K | 0.00% | +2+4.2% | Added |
| Operose Advisors LLC | 44 | $2.56K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 44 | $2.56K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 43 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 43 | $2.50K | 0.00% | +43 | New |
| Trifecta Capital Advisors, LLC | 42 | $2.44K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 42 | $2.43K | 0.00% | +42 | New |
| Boyd Watterson Asset Management LLC | 39 | $2.27K | 0.00% | 00.0% | Unchanged |