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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 3,745 | $226.0K | 0.07% | −600−13.8% | Reduced |
| Mather Group, LLC. | 3,897 | $226.3K | 0.00% | −300−7.1% | Reduced |
| Stephens Consulting, LLC | 3,753 | $226.4K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,769 | $227.4K | 0.02% | +340+9.9% | Added |
| nVerses Capital, LLC | 3,800 | $229.3K | 0.55% | +3,800 | New |
| Montag A & Associates Inc | 3,817 | $230.3K | 0.01% | +2,717+247.0% | Added |
| Oak Thistle LLC | 3,862 | $233.0K | 0.21% | +3,862 | New |
| Los Angeles Capital Management LLC | 3,895 | $235.0K | 0.00% | −7,204−64.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,936 | $237.5K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,958 | $238.8K | 0.03% | +3,958 | New |
| Pallas Capital Advisors LLC | 3,975 | $239.9K | 0.01% | −111−2.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,985 | $240.5K | 0.00% | −908−18.6% | Reduced |
| Crestwood Advisors Group LLC | 4,018 | $242.5K | 0.01% | −36−0.9% | Reduced |
| XTX Topco Ltd | 4,021 | $242.6K | 0.03% | +4,021 | New |
| Journey Advisory Group, LLC | 4,050 | $244.4K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 4,092 | $246.9K | 0.02% | −12−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 4,102 | $247.5K | 0.00% | +345+9.2% | Added |
| Old Mission Capital LLC | 4,149 | $250.3K | 0.01% | +4,149 | New |
| Benedetti & Gucer, Inc. | 4,198 | $253.0K | 0.13% | −166−3.8% | Reduced |
| Belpointe Asset Management LLC | 4,217 | $254.5K | 0.02% | +78+1.9% | Added |
| Signaturefd, LLC | 4,338 | $261.8K | 0.01% | +87+2.0% | Added |
| HighPoint Advisor Group LLC | 4,172 | $262.0K | 0.02% | −388−8.5% | Reduced |
| Trust Co of the South | 4,404 | $265.7K | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 4,407 | $265.9K | 0.00% | −2,107−32.3% | Reduced |
| Executive Wealth Management, LLC | 4,466 | $267.9K | 0.02% | −197−4.2% | Reduced |
| Strategy Asset Managers LLC | 4,445 | $268.2K | 0.06% | +387+9.5% | Added |
| Capital Investment Advisors, LLC | 4,522 | $272.9K | 0.01% | −20−0.4% | Reduced |
| Fulton Bank, N.A. | 4,529 | $273.3K | 0.01% | −90−1.9% | Reduced |
| Raymond James Trust N.A. | 4,566 | $275.5K | 0.01% | −2,528−35.6% | Reduced |
| Empowered Funds, LLC | 4,581 | $276.4K | 0.00% | +885+23.9% | Added |
| Vontobel Holding Ltd. | 4,586 | $276.7K | 0.00% | −337−6.8% | Reduced |
| Great Lakes Advisors, LLC | 4,602 | $277.7K | 0.00% | +5+0.1% | Added |
| Vident Advisory, LLC | 4,640 | $280.0K | 0.01% | −55−1.2% | Reduced |
| Ballentine Partners, LLC | 4,670 | $281.8K | 0.01% | −545−10.5% | Reduced |
| Investment Management Corp of Ontario | 4,692 | $283.1K | 0.01% | −2,100−30.9% | Reduced |
| Oxler Private Wealth LLC | 4,710 | $284.2K | 0.11% | +36+0.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,725 | $285.1K | 0.21% | −50−1.0% | Reduced |
| Horizon Investments, LLC | 4,771 | $285.5K | 0.01% | +598+14.3% | Added |
| Samalin Investment Counsel, LLC | 4,738 | $285.9K | 0.14% | −379−7.4% | Reduced |
| Gen-Wealth Partners Inc | 4,756 | $287.0K | 0.14% | +4,756 | New |
| WSFS Capital Management, LLC | 4,760 | $287.2K | 0.02% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $287.9K | 0.06% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 4,800 | $289.6K | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 4,900 | $295.7K | 0.00% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,983 | $300.7K | 0.02% | −2,212−30.7% | Reduced |
| Silverleafe Capital Partners, LLC | 5,000 | $301.7K | 0.12% | +5,000 | New |
| International Private Wealth Advisors LLC | 5,126 | $309.3K | 0.60% | +5,126 | New |
| LVW Advisors, LLC | 5,180 | $312.6K | 0.05% | +5,180 | New |
| Boothbay Fund Management, LLC | 5,209 | $314.3K | 0.01% | +5,209 | New |
| Wetherby Asset Management Inc | 5,324 | $321.3K | 0.02% | +15+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,411 | $326.5K | 0.01% | −6,170−53.3% | Reduced |
| Qube Research & Technologies Ltd | 5,592 | $337.4K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,595 | $337.6K | 0.01% | −1,132−16.8% | Reduced |
| Banque Cantonale Vaudoise | 5,734 | $346.0K | 0.01% | −11,320−66.4% | Reduced |
| Advisory Alpha, LLC | 5,741 | $346.4K | 0.01% | +316+5.8% | Added |
| Wedbush Securities Inc | 5,947 | $359.0K | 0.01% | +88+1.5% | Added |
| Stratos Wealth Advisors, LLC | 5,959 | $359.6K | 0.02% | +446+8.1% | Added |
| Blair William & Co | 5,976 | $360.6K | 0.00% | −29−0.5% | Reduced |
| GAMMA Investing LLC | 6,288 | $379.4K | 0.08% | +1,114+21.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,291 | $379.6K | 0.05% | +873+16.1% | Added |
| Conning Inc. | 6,332 | $382.1K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,368 | $384.2K | 0.01% | +158+2.5% | Added |
| Qtron Investments LLC | 6,383 | $385.1K | 0.05% | +6,383 | New |
| Campbell & CO Investment Adviser LLC | 6,439 | $388.5K | 0.03% | +6,439 | New |
| SG Americas Securities, LLC | 6,450 | $389.0K | 0.00% | −21,138−76.6% | Reduced |
| Walleye Capital LLC | 6,533 | $394.2K | 0.00% | +6,533 | New |
| National Asset Management, Inc. | 7,465 | $396.5K | 0.01% | +2,165+40.8% | Added |
| Centennial Wealth Advisory LLC | 6,865 | $414.2K | 0.19% | −462−6.3% | Reduced |
| Capula Management Ltd | 6,868 | $414.4K | 0.01% | +6,868 | New |
| NEOS Investment Management LLC | 6,889 | $415.7K | 0.03% | +2,750+66.4% | Added |
| Summit Financial, LLC | 7,109 | $429.0K | 0.03% | −75−1.0% | Reduced |
| Ostrum Asset Management | 7,272 | $438.8K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 7,286 | $439.6K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 7,534 | $454.6K | 0.01% | +43+0.6% | Added |
| Acorn Wealth Advisors, LLC | 7,581 | $457.5K | 0.24% | −2,563−25.3% | Reduced |
| Sequoia Financial Advisors, LLC | 7,679 | $463.4K | 0.01% | −440−5.4% | Reduced |
| Empower Advisory Group, LLC | 7,735 | $466.7K | 0.00% | −356,908−97.9% | Reduced |
| Atria Wealth Solutions, Inc. | 7,835 | $472.8K | 0.01% | +7,835 | New |
| United Capital Financial Advisers, LLC | 7,850 | $473.7K | 0.00% | +436+5.9% | Added |
| Capstone Investment Advisors, LLC | 7,854 | $473.9K | 0.01% | +5,094+184.6% | Added |
| Boit C F David | 7,800 | $474.6K | 0.26% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 7,895 | $476.4K | 0.00% | +7,174+995.0% | Added |
| Kestra Advisory Services, LLC | 8,088 | $488.0K | 0.00% | −243−2.9% | Reduced |
| Zions Bancorporation, N.A. | 8,124 | $490.2K | 0.04% | −2,124−20.7% | Reduced |
| Bessemer Group Inc | 8,509 | $514.0K | 0.00% | −73−0.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,669 | $523.1K | 0.03% | +1,169+15.6% | Added |
| Smartleaf Asset Management LLC | 8,770 | $525.5K | 0.10% | +1,779+25.4% | Added |
| Meeder Advisory Services, Inc. | 8,841 | $533.5K | 0.05% | +139+1.6% | Added |
| Spirit of America Management Corp | 8,900 | $537.0K | 0.11% | +800+9.9% | Added |
| Plante Moran Financial Advisors, LLC | 8,911 | $537.7K | 0.06% | +75+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,938 | $539.3K | 0.01% | +309+3.6% | Added |
| Commerce Bank | 9,223 | $556.5K | 0.00% | −130−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,344 | $563.8K | 0.01% | +108+1.2% | Added |
| Foster & Motley Inc | 9,580 | $578.0K | 0.04% | +32+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,717 | $586.3K | 0.04% | −677−6.5% | Reduced |
| Simplicity Wealth,LLC | 9,838 | $593.6K | 0.01% | +9,838 | New |
| Bleakley Financial Group, LLC | 9,891 | $596.8K | 0.02% | −556−5.3% | Reduced |
| QRG Capital Management, Inc. | 10,132 | $611.4K | 0.01% | +1,846+22.3% | Added |
| Finer Wealth Management, Inc. | 10,139 | $611.8K | 0.40% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,153 | $612.6K | 0.01% | 00.0% | Unchanged |