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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 283 | $17.0K | 0.00% | +50+21.5% | Added |
| JNBA Financial Advisors | 300 | $18.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $18.1K | 0.01% | +300 | New |
| St Germain D J Co Inc | 303 | $18.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 310 | $18.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 311 | $18.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 338 | $20.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $24.1K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $24.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 403 | $24.3K | 0.00% | +2+0.5% | Added |
| Deseret Mutual Benefit Administrators | 405 | $24.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $24.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $25.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 441 | $26.6K | 0.00% | +1+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 487 | $29.4K | 0.00% | +487 | New |
| Global Financial Private Client, LLC | 557 | $33.4K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 630 | $38.0K | 0.02% | +6+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 660 | $40.0K | 0.00% | −125−15.9% | Reduced |
| Compagnie Lombard Odier SCmA | 670 | $40.4K | 0.00% | 00.0% | Unchanged |
| Tobam | 719 | $43.0K | 0.00% | −66−8.4% | Reduced |
| Headlands Technologies LLC | 714 | $43.1K | 0.01% | +714 | New |
| Salem Investment Counselors Inc | 755 | $45.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $47.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 786 | $47.3K | 0.00% | −67−7.9% | Reduced |
| Institutional & Family Asset Management, LLC | 787 | $47.5K | 0.01% | −56−6.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 800 | $48.3K | 0.00% | −18−2.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 806 | $48.6K | 0.02% | +89+12.4% | Added |
| CVA Family Office, LLC | 815 | $49.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 816 | $49.2K | 0.01% | −263−24.4% | Reduced |
| Proequities, Inc. | 830 | $50.1K | 0.00% | −28−3.3% | Reduced |
| Quent Capital, LLC | 831 | $50.2K | 0.01% | +2+0.2% | Added |
| Harbour Investments, Inc. | 848 | $51.2K | 0.00% | −169−16.6% | Reduced |
| Cranbrook Wealth Management, LLC | 873 | $52.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 875 | $52.8K | 0.01% | +43+5.2% | Added |
| Principal Securities, Inc. | 923 | $55.7K | 0.00% | −134−12.7% | Reduced |
| Ci Investments Inc. | 956 | $58.0K | 0.00% | +144+17.7% | Added |
| Centerpoint Advisors, LLC | 1,000 | $60.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,043 | $62.9K | 0.01% | −29−2.7% | Reduced |
| Federated Hermes, Inc. | 1,072 | $64.7K | 0.00% | −51−4.5% | Reduced |
| Caldwell Trust Co | 1,087 | $65.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,144 | $68.6K | 0.00% | +57+5.2% | Added |
| Global Retirement Partners, LLC | 1,154 | $69.6K | 0.00% | −714−38.2% | Reduced |
| TD Private Client Wealth LLC | 1,167 | $70.4K | 0.00% | −3−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,170 | $70.9K | 0.01% | −102−8.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,179 | $71.1K | 0.01% | +700+146.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,179 | $71.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,189 | $71.7K | 0.00% | +1,113+1,464.5% | Added |
| Alta Advisers Ltd | 1,200 | $72.4K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,400 | $84.5K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $85.0K | 0.06% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $88.6K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,485 | $89.6K | 0.01% | −82−5.2% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $90.2K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $90.5K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,512 | $91.2K | 0.00% | +54+3.7% | Added |
| Sentry Investment Management LLC | 1,530 | $92.0K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 1,525 | $92.0K | 0.04% | +1,525 | New |
| Acadian Asset Management LLC | 1,551 | $93.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,555 | $93.8K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,582 | $95.5K | 0.08% | −4−0.3% | Reduced |
| Allworth Financial LP | 1,586 | $95.7K | 0.00% | +333+26.6% | Added |
| Loomis Sayles & Co L P | 1,593 | $96.0K | 0.00% | −46−2.8% | Reduced |
| Blue Chip Partners, Inc. | 1,813 | $109.4K | 0.01% | +16+0.9% | Added |
| State of Wyoming | 1,818 | $109.7K | 0.02% | −1,551−46.0% | Reduced |
| EntryPoint Capital, LLC | 1,831 | $110.5K | 0.10% | +1,831 | New |
| Colonial Trust Co | 1,931 | $116.5K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,049 | $123.6K | 0.01% | +2,049 | New |
| Alaska Permanent Fund Corp | 2,070 | $124.9K | 0.00% | −413−16.6% | Reduced |
| FWL Investment Management, LLC | 2,100 | $126.7K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,092 | $131.6K | 0.01% | −46−2.2% | Reduced |
| Continuum Advisory, LLC | 2,125 | $134.4K | 0.02% | +2,125 | New |
| Spire Wealth Management | 2,678 | $161.6K | 0.00% | +658+32.6% | Added |
| CoreCap Advisors, LLC | 2,816 | $169.9K | 0.01% | +2,816 | New |
| Whittier Trust Co of Nevada Inc | 2,970 | $179.2K | 0.01% | +65+2.2% | Added |
| Simplex Trading, LLC | 2,984 | $180.0K | 0.01% | −2,202−42.5% | Reduced |
| Danske Bank A/S | 3,000 | $181.0K | 0.00% | +3,000 | New |
| Virtus ETF Advisers LLC | 3,121 | $188.3K | 0.10% | −462−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,242 | $195.6K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,323 | $200.5K | 0.02% | +3,323 | New |
| Strait & Sound Wealth Management LLC | 3,474 | $201.1K | 0.11% | +3,474 | New |
| OneAscent Financial Services LLC | 3,349 | $202.0K | 0.02% | +3,349 | New |
| SageView Advisory Group, LLC | 3,350 | $202.1K | 0.01% | −221−6.2% | Reduced |
| NewEdge Wealth, LLC | 3,342 | $204.8K | 0.00% | +3,342 | New |
| VeraBank, N.A. | 3,400 | $205.2K | 0.06% | +3,400 | New |
| Apollon Wealth Management, LLC | 3,423 | $206.6K | 0.01% | +3,423 | New |
| Essex Savings Bank | 3,571 | $207.3K | 0.06% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 3,445 | $207.9K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,515 | $212.1K | 0.13% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 3,519 | $212.4K | 0.13% | −250−6.6% | Reduced |
| Massmutual Trust Co FSB | 3,531 | $213.1K | 0.01% | +6+0.2% | Added |
| Dana Investment Advisors, Inc. | 3,533 | $213.2K | 0.01% | −326−8.4% | Reduced |
| Symmetry Partners, LLC | 3,556 | $215.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,573 | $215.6K | 0.00% | −6,322−63.9% | Reduced |
| Financial Strategies Group, Inc. | 3,655 | $216.5K | 0.06% | +26+0.7% | Added |
| Stratos Wealth Partners, LTD. | 3,599 | $217.2K | 0.00% | −230−6.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,605 | $217.5K | 0.03% | −9−0.2% | Reduced |
| Morningstar Investment Management LLC | 3,618 | $218.0K | 0.02% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,622 | $218.6K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 3,713 | $224.0K | 0.02% | −7,492−66.9% | Reduced |
| Coldstream Capital Management Inc | 3,736 | $225.5K | 0.01% | −282−7.0% | Reduced |