Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesCMSACMSCCMSDCMS.PC

Q1 2024 vs. Q4 2023

How the institutions holding CMS Energy Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of CMS: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders6334664+35
Shares280.6M26.4K279.9M−679.8K (−0.2%)
Value$16.3B$1.54M$16.9B+$579.7M (+3.6%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held CMS Energy Corp at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to CMS in Q1 2024
InstitutionSharesValue% of portfolio
Susquehanna Fundamental Investments, LLC294,144$17.7M0.83%
Tortoise Capital Advisors, L.L.C.250,513$15.1M0.21%
Nekton Capital Ltd.154,838$9.34M2.18%
Trexquant Investment LP145,410$8.77M0.17%
Kettle Hill Capital Management, LLC136,214$8.22M2.00%
Resona Asset Management Co.,Ltd.113,785$6.87M0.04%
Point72 (DIFC) Ltd98,232$5.93M0.46%
Rockefeller Capital Management L.P.77,448$4.67M0.01%
Ausbil Investment Management Ltd67,725$4.06M2.04%
Aquatic Capital Management LLC47,400$2.86M0.09%
Cubist Systematic Strategies, LLC46,931$2.83M0.03%
Viking Fund Management LLC44,000$2.65M0.48%
CWM Advisors, LLC38,387$2.32M0.24%
Marshall Wace, LLP36,347$2.19M0.00%
Aigen Investment Management, LP31,372$1.89M0.41%
Buckingham Strategic Wealth, LLC24,263$1.46M0.02%
Ninepoint Partners LP17,505$1.06M0.13%
Y-Intercept (Hong Kong) Ltd16,689$1.01M0.08%
Lloyd Advisory Services, LLC.14,995$904.7K0.19%
Seven Eight Capital, LP13,597$820.4K0.09%
Kovitz Investment Group Partners, LLC12,773$770.7K0.01%
Teza Capital Management LLC11,920$719.3K0.10%
Simplicity Wealth,LLC9,838$593.6K0.01%
Atria Wealth Solutions, Inc.7,835$472.8K0.01%
Capula Management Ltd6,868$414.4K0.01%
Walleye Capital LLC6,533$394.2K0.00%
Campbell & CO Investment Adviser LLC6,439$388.5K0.03%
Qtron Investments LLC6,383$385.1K0.05%
Boothbay Fund Management, LLC5,209$314.3K0.01%
LVW Advisors, LLC5,180$312.6K0.05%
International Private Wealth Advisors LLC5,126$309.3K0.60%
Silverleafe Capital Partners, LLC5,000$301.7K0.12%
Gen-Wealth Partners Inc4,756$287.0K0.14%
Old Mission Capital LLC4,149$250.3K0.01%
XTX Topco Ltd4,021$242.6K0.03%
Insigneo Advisory Services, LLC3,958$238.8K0.03%
Oak Thistle LLC3,862$233.0K0.21%
nVerses Capital, LLC3,800$229.3K0.55%
Apollon Wealth Management, LLC3,423$206.6K0.01%
VeraBank, N.A.3,400$205.2K0.06%
NewEdge Wealth, LLC3,342$204.8K0.00%
OneAscent Financial Services LLC3,349$202.0K0.02%
Strait & Sound Wealth Management LLC3,474$201.1K0.11%
Siemens Fonds Invest GmbH3,323$200.5K0.02%
Danske Bank A/S3,000$181.0K0.00%
CoreCap Advisors, LLC2,816$169.9K0.01%
Continuum Advisory, LLC2,125$134.4K0.02%
Crewe Advisors LLC2,049$123.6K0.01%
EntryPoint Capital, LLC1,831$110.5K0.10%
Quarry LP1,525$92.0K0.04%
Headlands Technologies LLC714$43.1K0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC487$29.4K0.00%
Hilltop National Bank300$18.1K0.01%
Riverview Trust Co222$13.4K0.01%
First Pacific Financial218$13.2K0.00%
Rise Advisors, LLC192$11.6K0.01%
LRI Investments, LLC187$11.3K0.00%
Elequin Capital LP181$10.9K0.00%
TruNorth Capital Management, LLC134$8.09K0.00%
Webster Bank, N. A.78$4.71K0.00%
WR Wealth Planners, LLC35$2.11K0.00%
LifeSteps Financial, Inc.31$1.87K0.00%
Sandy Spring Bank25$1.51K0.00%
Quest Partners LLC23$1.39K0.00%
RFP Financial Group LLC20$1.21K0.00%
Arlington Trust Co LLC20$1.21K0.00%
Cherry Tree Wealth Management, LLC19$1.15K0.00%
Annis Gardner Whiting Capital Advisors, LLC14$8450.00%
Global Assets Advisory, LLC43,845$7310.03%
Delos Wealth Advisors, LLC10$6040.00%
Creative Financial Designs Inc10$6030.00%
JJJ Advisors Inc.7$4230.00%
Riggs Asset Managment Co. Inc.5$3020.00%
NVWM, LLC5$3020.00%
TFC Financial Management1$610.00%
Financial Management Professionals, Inc.5$00.00%
Capital Advisors, Ltd. LLC8$00.00%

Sold out (42)

Institutions that held CMS Energy Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of CMS in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Point72 Asset Management, L.P.787,278$45.7M
LMR Partners LLP385,903$22.4M
Holocene Advisors, LP96,471$5.60M
Jacobs Levy Equity Management, Inc72,199$4.19M
BTG Pactual Global Asset Management Ltd29,662$1.72M
Point72 Middle East FZE28,151$1.63M
Edgestream Partners, L.P.25,515$1.48M
HRT Financial LP22,231$1.29M
ISAM Funds (UK) Ltd21,599$1.25M
Walleye Trading LLC20,638$1.20M
Swiss Life Asset Management Ltd20,123$1.17M
Eaton Financial Holdings Company, LLC13,297$772.2K
Wexford Capital LP12,201$708.5K
Cetera Advisor Networks LLC8,701$505.3K
Bailard, Inc.6,930$402.4K
Cipher Capital LP5,966$346.4K
Nomura Holdings Inc5,882$341.6K
Inceptionr LLC5,291$307.2K
Sciencast Management LP5,202$302.1K
Balentine LLC4,333$251.6K
Krane Funds Advisors LLC4,281$248.6K
Seeds Investor LLC4,172$242.3K
Morningstar Investment Services LLC4,156$241.0K
Snowden Capital Advisors LLC3,861$224.2K
Venture Visionary Partners LLC3,788$219.9K
Beacon Bridge Wealth Partners, LLC3,688$214.2K
AXA S.A.3,633$211.0K
Platinum Investment Management Ltd2,975$172.8K
Ossiam1,792$104.1K
American State Bank (Iowa)998$58.0K
Advisory Services Network, LLC972$56.4K
Scarborough Advisors, LLC505$29.3K
Thompson Siegel & Walmsley LLC300$17.0K
Glassman Wealth Services232$13.5K
Turtle Creek Wealth Advisors, LLC214$12.4K
Global Wealth Management Investment Advisory, Inc.177$10.3K
Newbridge Financial Services Group, Inc.114$6.62K
Tradition Wealth Management, LLC63$4.00K
Tennessee Valley Asset Management Partners42$2.43K
SRS Capital Advisors, Inc.18$1.05K
Abound Wealth Management8$465
Psagot Value Holdings Ltd. / (Israel)2$0

Not filed for Q1 2024 yet (4)

Institutions that held CMS Energy Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Telemus Capital, LLC16,013$929.9K
Sawtooth Solutions, LLC10,384$603.0K
Coppell Advisory Solutions LLC29$1.68K
Baystate Wealth Management LLC18$1.09K