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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 19,144 | $1.16M | 0.01% | +528+2.8% | Added |
| Hartford Investment Management Co | 19,114 | $1.15M | 0.04% | −720−3.6% | Reduced |
| Hilton Capital Management, LLC | 19,102 | $1.15M | 0.10% | +10,754+128.8% | Added |
| Exchange Capital Management, Inc. | 19,052 | $1.15M | 0.19% | −2,900−13.2% | Reduced |
| Advisor Group Holdings, Inc. | 18,336 | $1.11M | 0.00% | −37,248−67.0% | Reduced |
| Prelude Capital Management, LLC | 18,331 | $1.11M | 0.08% | +8,123+79.6% | Added |
| Mattern Wealth Management LLC | 18,037 | $1.09M | 0.26% | −960−5.1% | Reduced |
| Credit Agricole S A | 18,583 | $1.09M | 0.02% | +8,704+88.1% | Added |
| Ninepoint Partners LP | 17,505 | $1.06M | 0.13% | +17,505 | New |
| Cresset Asset Management, LLC | 17,425 | $1.05M | 0.01% | +1,188+7.3% | Added |
| Securian Asset Management, Inc | 17,315 | $1.04M | 0.03% | −1,089−5.9% | Reduced |
| Louisiana State Employees Retirement System | 17,100 | $1.03M | 0.02% | −500−2.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,014 | $1.03M | 0.00% | −1,402−7.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,689 | $1.01M | 0.08% | +16,689 | New |
| Toroso Investments, LLC | 16,606 | $1.00M | 0.02% | +7,696+86.4% | Added |
| Metis Global Partners, LLC | 16,368 | $987.6K | 0.04% | −663−3.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,328 | $985.2K | 0.01% | +7,256+80.0% | Added |
| Neuberger Berman Group LLC | 16,288 | $982.8K | 0.00% | +909+5.9% | Added |
| Nordea Investment Management AB | 16,168 | $969.9K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 15,919 | $948.0K | 0.04% | −9,864−38.3% | Reduced |
| Avantax Advisory Services, Inc. | 15,563 | $939.1K | 0.01% | −339−2.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,475 | $933.8K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 15,368 | $927.3K | 0.39% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 15,171 | $915.4K | 0.06% | 00.0% | Unchanged |
| Atom Investors LP | 15,086 | $910.3K | 0.11% | −7,667−33.7% | Reduced |
| Lloyd Advisory Services, LLC. | 14,995 | $904.7K | 0.19% | +14,995 | New |
| Ramirez Asset Management, Inc. | 14,919 | $900.2K | 0.18% | +5,932+66.0% | Added |
| Moody National Bank Trust Division | 14,887 | $898.3K | 0.07% | +84+0.6% | Added |
| New Mexico Educational Retirement Board | 14,710 | $888.0K | 0.03% | −500−3.3% | Reduced |
| Quantinno Capital Management LP | 13,907 | $839.0K | 0.02% | +3,977+40.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,891 | $838.0K | 0.02% | −449,963−97.0% | Reduced |
| BLB&B Advisors, LLC | 13,779 | $831.4K | 0.05% | −593−4.1% | Reduced |
| BKM Wealth Management, LLC | 13,727 | $828.3K | 0.36% | +2,537+22.7% | Added |
| Occudo Quantitative Strategies LP | 13,609 | $821.2K | 0.14% | −14,471−51.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,601 | $820.7K | 0.04% | +2,779+25.7% | Added |
| Seven Eight Capital, LP | 13,597 | $820.4K | 0.09% | +13,597 | New |
| United Services Automobile Association | 13,361 | $806.2K | 0.02% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 13,049 | $787.4K | 0.02% | −327−2.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,773 | $770.7K | 0.01% | +12,773 | New |
| Thrivent Financial for Lutherans | 12,544 | $757.0K | 0.00% | −125−1.0% | Reduced |
| Hantz Financial Services, Inc. | 12,536 | $756.0K | 0.01% | −994−7.3% | Reduced |
| Everence Capital Management Inc | 12,530 | $756.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,515 | $755.2K | 0.00% | +49+0.4% | Added |
| Mirador Capital Partners LP | 12,441 | $750.7K | 0.14% | +968+8.4% | Added |
| Chesley Taft & Associates LLC | 12,436 | $750.4K | 0.04% | −5,050−28.9% | Reduced |
| Vestcor Inc | 12,275 | $741.0K | 0.03% | −1,765−12.6% | Reduced |
| Tower Research Capital LLC (TRC) | 12,145 | $732.8K | 0.02% | −41,572−77.4% | Reduced |
| Teza Capital Management LLC | 11,920 | $719.3K | 0.10% | +11,920 | New |
| Metropolitan Life Insurance Co | 11,875 | $716.5K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,582 | $698.8K | 0.01% | +137+1.2% | Added |
| Huntington National Bank | 11,311 | $682.5K | 0.01% | −1,208−9.6% | Reduced |
| Greenleaf Trust | 11,233 | $677.8K | 0.01% | +787+7.5% | Added |
| Veriti Management LLC | 11,214 | $676.7K | 0.05% | +2,872+34.4% | Added |
| Profund Advisors LLC | 10,988 | $663.0K | 0.03% | −804−6.8% | Reduced |
| Integrated Investment Consultants, LLC | 10,861 | $655.4K | 0.18% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,802 | $651.8K | 0.02% | −3,687−25.4% | Reduced |
| Empirical Finance, LLC | 10,488 | $632.8K | 0.04% | +354+3.5% | Added |
| Norinchukin Bank, The | 10,397 | $627.4K | 0.02% | −58−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 10,375 | $626.0K | 0.02% | −40.0% | Reduced |
| Amica Mutual Insurance Co | 10,317 | $623.0K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,313 | $622.3K | 0.01% | +492+5.0% | Added |
| CWM, LLC | 10,286 | $621.0K | 0.00% | −1,628−13.7% | Reduced |
| MML Investors Services, LLC | 10,161 | $613.0K | 0.00% | +1,094+12.1% | Added |
| Fiduciary Trust Co | 10,153 | $612.6K | 0.01% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 10,139 | $611.8K | 0.40% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 10,132 | $611.4K | 0.01% | +1,846+22.3% | Added |
| Bleakley Financial Group, LLC | 9,891 | $596.8K | 0.02% | −556−5.3% | Reduced |
| Simplicity Wealth,LLC | 9,838 | $593.6K | 0.01% | +9,838 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 9,717 | $586.3K | 0.04% | −677−6.5% | Reduced |
| Foster & Motley Inc | 9,580 | $578.0K | 0.04% | +32+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,344 | $563.8K | 0.01% | +108+1.2% | Added |
| Commerce Bank | 9,223 | $556.5K | 0.00% | −130−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,938 | $539.3K | 0.01% | +309+3.6% | Added |
| Plante Moran Financial Advisors, LLC | 8,911 | $537.7K | 0.06% | +75+0.8% | Added |
| Spirit of America Management Corp | 8,900 | $537.0K | 0.11% | +800+9.9% | Added |
| Meeder Advisory Services, Inc. | 8,841 | $533.5K | 0.05% | +139+1.6% | Added |
| Smartleaf Asset Management LLC | 8,770 | $525.5K | 0.10% | +1,779+25.4% | Added |
| Tokio Marine Asset Management Co Ltd | 8,669 | $523.1K | 0.03% | +1,169+15.6% | Added |
| Bessemer Group Inc | 8,509 | $514.0K | 0.00% | −73−0.9% | Reduced |
| Zions Bancorporation, N.A. | 8,124 | $490.2K | 0.04% | −2,124−20.7% | Reduced |
| Kestra Advisory Services, LLC | 8,088 | $488.0K | 0.00% | −243−2.9% | Reduced |
| Rakuten Investment Management, Inc. | 7,895 | $476.4K | 0.00% | +7,174+995.0% | Added |
| Boit C F David | 7,800 | $474.6K | 0.26% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,854 | $473.9K | 0.01% | +5,094+184.6% | Added |
| United Capital Financial Advisers, LLC | 7,850 | $473.7K | 0.00% | +436+5.9% | Added |
| Atria Wealth Solutions, Inc. | 7,835 | $472.8K | 0.01% | +7,835 | New |
| Empower Advisory Group, LLC | 7,735 | $466.7K | 0.00% | −356,908−97.9% | Reduced |
| Sequoia Financial Advisors, LLC | 7,679 | $463.4K | 0.01% | −440−5.4% | Reduced |
| Acorn Wealth Advisors, LLC | 7,581 | $457.5K | 0.24% | −2,563−25.3% | Reduced |
| Whittier Trust Co | 7,534 | $454.6K | 0.01% | +43+0.6% | Added |
| V-Square Quantitative Management LLC | 7,286 | $439.6K | 0.07% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,272 | $438.8K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,109 | $429.0K | 0.03% | −75−1.0% | Reduced |
| NEOS Investment Management LLC | 6,889 | $415.7K | 0.03% | +2,750+66.4% | Added |
| Capula Management Ltd | 6,868 | $414.4K | 0.01% | +6,868 | New |
| Centennial Wealth Advisory LLC | 6,865 | $414.2K | 0.19% | −462−6.3% | Reduced |
| National Asset Management, Inc. | 7,465 | $396.5K | 0.01% | +2,165+40.8% | Added |
| Walleye Capital LLC | 6,533 | $394.2K | 0.00% | +6,533 | New |
| SG Americas Securities, LLC | 6,450 | $389.0K | 0.00% | −21,138−76.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,439 | $388.5K | 0.03% | +6,439 | New |