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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

13F holders, Q1 2024

Institutional positions in CMS Energy Corp as of Mar 31, 2024. 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
664
+35 vs. Q4 2023
Shares held
279.9M
−679.8K (−0.2%) vs. Q4 2023
Total value
$16.9B
+$579.7M (+3.6%) vs. Q4 2023
New holders
77
232 more added
Sold out
42
232 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 664 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ1 2024: $16.9B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2023.

Institutions holding CMS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.5$00.00%+5New
Capital Advisors, Ltd. LLC8$00.00%+8New
Dogwood Wealth Management LLC0$20.00%0Unchanged
PSI Advisors, LLC1$600.00%00.0%Unchanged
TFC Financial Management1$610.00%+1New
Rakuten Securities, Inc.2$1210.00%00.0%Unchanged
Frazier Financial Advisors, LLC3$1820.00%−63−95.5%Reduced
WestEnd Advisors, LLC5$3020.00%+1+25.0%Added
Riggs Asset Managment Co. Inc.5$3020.00%+5New
NVWM, LLC5$3020.00%+5New
Colonial Trust Advisors6$3620.00%−13−68.4%Reduced
Kayne Anderson Rudnick Investment Management LLC7$4220.00%00.0%Unchanged
Key Financial Inc7$4220.00%00.0%Unchanged
True Wealth Design, LLC7$4230.00%+3+75.0%Added
JJJ Advisors Inc.7$4230.00%+7New
Orion Capital Management LLC9$5430.00%00.0%Unchanged
Creative Financial Designs Inc10$6030.00%+10New
Delos Wealth Advisors, LLC10$6040.00%+10New
ClariVest Asset Management LLC11$6590.00%00.0%Unchanged
Global Assets Advisory, LLC43,845$7310.03%+43,845New
Sachetta, LLC13$7550.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC14$8450.00%+14New
Larson Financial Group LLC14$8520.00%00.0%Unchanged
Penserra Capital Management LLC24$1.00K0.00%−1,328−98.2%Reduced
Tucker Asset Management LLC17$1.03K0.00%00.0%Unchanged
Salomon & Ludwin, LLC18$1.09K0.00%00.0%Unchanged
Planning Capital Management Corp18$1.09K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.18$1.09K0.00%+1+5.9%Added
Cherry Tree Wealth Management, LLC19$1.15K0.00%+19New
Iron Horse Wealth Management, LLC20$1.21K0.00%00.0%Unchanged
RFP Financial Group LLC20$1.21K0.00%+20New
Arlington Trust Co LLC20$1.21K0.00%+20New
Private Wealth Management Group, LLC22$1.33K0.00%00.0%Unchanged
Dunhill Financial, LLC22$1.35K0.00%+3+15.8%Added
Quest Partners LLC23$1.39K0.00%+23New
Sofos Investments, Inc.24$1.45K0.00%+20+500.0%Added
Park Place Capital Corp25$1.51K0.00%00.0%Unchanged
Sandy Spring Bank25$1.51K0.00%+25New
Carolinas Wealth Consulting LLC26$1.57K0.00%00.0%Unchanged
Center for Financial Planning, Inc.27$1.63K0.00%−200−88.1%Reduced
LifeSteps Financial, Inc.31$1.87K0.00%+31New
Avion Wealth28$2.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners38$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$2.05K0.00%00.0%Unchanged
WR Wealth Planners, LLC35$2.11K0.00%+35New
Frank, Rimerman Advisors LLC37$2.23K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC39$2.35K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC42$2.54K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.43$2.60K0.00%00.0%Unchanged
Cornerstone Planning Group LLC43$2.65K0.00%+11+34.4%Added
Operose Advisors LLC44$2.65K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec44$2.65K0.00%00.0%Unchanged
Umb Bank N A50$3.02K0.00%00.0%Unchanged
Bell Investment Advisors, Inc53$3.20K0.00%00.0%Unchanged
Eagle Bay Advisors LLC54$3.23K0.00%00.0%Unchanged
Main Street Group, LTD63$3.77K0.00%+1+1.6%Added
City State Bank65$4.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC70$4.22K0.00%−25−26.3%Reduced
TCTC Holdings, LLC73$4.41K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC74$4.47K0.00%−12−14.0%Reduced
Vermillion & White Wealth Management Group, LLC78$4.71K0.00%00.0%Unchanged
Webster Bank, N. A.78$4.71K0.00%+78New
Tfo-TDC, LLC79$4.77K0.00%00.0%Unchanged
Central Trust Co81$4.89K0.00%+38+88.4%Added
Washington Trust Co90$5.41K0.00%−2−2.2%Reduced
Rosenberg Matthew Hamilton92$5.52K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC98$5.91K0.00%−93−48.7%Reduced
Manchester Capital Management LLC104$6.28K0.00%−31−23.0%Reduced
MCF Advisors LLC104$6.28K0.00%00.0%Unchanged
Gradient Investments LLC109$6.55K0.00%−1,026−90.4%Reduced
Geneos Wealth Management Inc.109$6.58K0.00%−15−12.1%Reduced
HM Payson & Co111$6.70K0.00%00.0%Unchanged
Raleigh Capital Management Inc.115$6.94K0.00%+30+35.3%Added
GW&K Investment Management, LLC124$7.00K0.00%+19+18.1%Added
Atticus Wealth Management, LLC120$7.24K0.00%00.0%Unchanged
Arrow Financial Corp121$7.30K0.00%00.0%Unchanged
Aspect Partners, LLC126$7.60K0.01%+5+4.1%Added
HighMark Wealth Management LLC127$7.66K0.00%00.0%Unchanged
First Horizon Advisors, Inc.134$8.08K0.00%+13+10.7%Added
TruNorth Capital Management, LLC134$8.09K0.00%+134New
Sound Income Strategies, LLC139$8.39K0.00%00.0%Unchanged
DT Investment Partners, LLC145$8.75K0.00%00.0%Unchanged
West Paces Advisors Inc.154$9.29K0.00%00.0%Unchanged
Versant Capital Management, Inc171$10.3K0.00%00.0%Unchanged
Elequin Capital LP181$10.9K0.00%+181New
LRI Investments, LLC187$11.3K0.00%+187New
Rise Advisors, LLC192$11.6K0.01%+192New
TSFG, LLC200$12.0K0.00%00.0%Unchanged
Transcendent Capital Group LLC200$12.1K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc206$12.4K0.00%00.0%Unchanged
Hexagon Capital Partners LLC208$12.6K0.00%−50−19.4%Reduced
Nemes Rush Group LLC216$13.0K0.00%00.0%Unchanged
First Pacific Financial218$13.2K0.00%+218New
Richardson Financial Services Inc.220$13.3K0.01%00.0%Unchanged
Riverview Trust Co222$13.4K0.01%+222New
FinTrust Capital Advisors, LLC229$13.8K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC261$15.7K0.00%00.0%Unchanged
Brown Brothers Harriman & Co269$16.2K0.00%00.0%Unchanged
Beacon Capital Management, LLC281$17.0K0.00%−1,083−79.4%Reduced
Covestor Ltd286$17.0K0.01%+44+18.2%Added