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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 6,383 | $385.1K | 0.05% | +6,383 | New |
| NorthRock Partners, LLC | 6,368 | $384.2K | 0.01% | +158+2.5% | Added |
| Conning Inc. | 6,332 | $382.1K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,291 | $379.6K | 0.05% | +873+16.1% | Added |
| GAMMA Investing LLC | 6,288 | $379.4K | 0.08% | +1,114+21.5% | Added |
| Blair William & Co | 5,976 | $360.6K | 0.00% | −29−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 5,959 | $359.6K | 0.02% | +446+8.1% | Added |
| Wedbush Securities Inc | 5,947 | $359.0K | 0.01% | +88+1.5% | Added |
| Advisory Alpha, LLC | 5,741 | $346.4K | 0.01% | +316+5.8% | Added |
| Banque Cantonale Vaudoise | 5,734 | $346.0K | 0.01% | −11,320−66.4% | Reduced |
| Kestra Private Wealth Services, LLC | 5,595 | $337.6K | 0.01% | −1,132−16.8% | Reduced |
| Qube Research & Technologies Ltd | 5,592 | $337.4K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,411 | $326.5K | 0.01% | −6,170−53.3% | Reduced |
| Wetherby Asset Management Inc | 5,324 | $321.3K | 0.02% | +15+0.3% | Added |
| Boothbay Fund Management, LLC | 5,209 | $314.3K | 0.01% | +5,209 | New |
| LVW Advisors, LLC | 5,180 | $312.6K | 0.05% | +5,180 | New |
| International Private Wealth Advisors LLC | 5,126 | $309.3K | 0.60% | +5,126 | New |
| Silverleafe Capital Partners, LLC | 5,000 | $301.7K | 0.12% | +5,000 | New |
| Cidel Asset Management Inc | 4,983 | $300.7K | 0.02% | −2,212−30.7% | Reduced |
| Alberta Investment Management Corp | 4,900 | $295.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 4,800 | $289.6K | 0.01% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $287.9K | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,760 | $287.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,756 | $287.0K | 0.14% | +4,756 | New |
| Samalin Investment Counsel, LLC | 4,738 | $285.9K | 0.14% | −379−7.4% | Reduced |
| Horizon Investments, LLC | 4,771 | $285.5K | 0.01% | +598+14.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,725 | $285.1K | 0.21% | −50−1.0% | Reduced |
| Oxler Private Wealth LLC | 4,710 | $284.2K | 0.11% | +36+0.8% | Added |
| Investment Management Corp of Ontario | 4,692 | $283.1K | 0.01% | −2,100−30.9% | Reduced |
| Ballentine Partners, LLC | 4,670 | $281.8K | 0.01% | −545−10.5% | Reduced |
| Vident Advisory, LLC | 4,640 | $280.0K | 0.01% | −55−1.2% | Reduced |
| Great Lakes Advisors, LLC | 4,602 | $277.7K | 0.00% | +5+0.1% | Added |
| Vontobel Holding Ltd. | 4,586 | $276.7K | 0.00% | −337−6.8% | Reduced |
| Empowered Funds, LLC | 4,581 | $276.4K | 0.00% | +885+23.9% | Added |
| Raymond James Trust N.A. | 4,566 | $275.5K | 0.01% | −2,528−35.6% | Reduced |
| Fulton Bank, N.A. | 4,529 | $273.3K | 0.01% | −90−1.9% | Reduced |
| Capital Investment Advisors, LLC | 4,522 | $272.9K | 0.01% | −20−0.4% | Reduced |
| Strategy Asset Managers LLC | 4,445 | $268.2K | 0.06% | +387+9.5% | Added |
| Executive Wealth Management, LLC | 4,466 | $267.9K | 0.02% | −197−4.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,407 | $265.9K | 0.00% | −2,107−32.3% | Reduced |
| Trust Co of the South | 4,404 | $265.7K | 0.06% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,172 | $262.0K | 0.02% | −388−8.5% | Reduced |
| Signaturefd, LLC | 4,338 | $261.8K | 0.01% | +87+2.0% | Added |
| Belpointe Asset Management LLC | 4,217 | $254.5K | 0.02% | +78+1.9% | Added |
| Benedetti & Gucer, Inc. | 4,198 | $253.0K | 0.13% | −166−3.8% | Reduced |
| Old Mission Capital LLC | 4,149 | $250.3K | 0.01% | +4,149 | New |
| Ronald Blue Trust, Inc. | 4,102 | $247.5K | 0.00% | +345+9.2% | Added |
| Pitcairn Co | 4,092 | $246.9K | 0.02% | −12−0.3% | Reduced |
| Journey Advisory Group, LLC | 4,050 | $244.4K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,021 | $242.6K | 0.03% | +4,021 | New |
| Crestwood Advisors Group LLC | 4,018 | $242.5K | 0.01% | −36−0.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,985 | $240.5K | 0.00% | −908−18.6% | Reduced |
| Pallas Capital Advisors LLC | 3,975 | $239.9K | 0.01% | −111−2.7% | Reduced |
| Insigneo Advisory Services, LLC | 3,958 | $238.8K | 0.03% | +3,958 | New |
| Kingswood Wealth Advisors, LLC | 3,936 | $237.5K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,895 | $235.0K | 0.00% | −7,204−64.9% | Reduced |
| Oak Thistle LLC | 3,862 | $233.0K | 0.21% | +3,862 | New |
| Montag A & Associates Inc | 3,817 | $230.3K | 0.01% | +2,717+247.0% | Added |
| nVerses Capital, LLC | 3,800 | $229.3K | 0.55% | +3,800 | New |
| Quadrant Capital Group LLC | 3,769 | $227.4K | 0.02% | +340+9.9% | Added |
| Stephens Consulting, LLC | 3,753 | $226.4K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,897 | $226.3K | 0.00% | −300−7.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $226.0K | 0.07% | −600−13.8% | Reduced |
| Coldstream Capital Management Inc | 3,736 | $225.5K | 0.01% | −282−7.0% | Reduced |
| Trust Point Inc. | 3,713 | $224.0K | 0.02% | −7,492−66.9% | Reduced |
| Azimuth Capital Investment Management LLC | 3,622 | $218.6K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,618 | $218.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,605 | $217.5K | 0.03% | −9−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 3,599 | $217.2K | 0.00% | −230−6.0% | Reduced |
| Financial Strategies Group, Inc. | 3,655 | $216.5K | 0.06% | +26+0.7% | Added |
| Integrated Wealth Concepts LLC | 3,573 | $215.6K | 0.00% | −6,322−63.9% | Reduced |
| Symmetry Partners, LLC | 3,556 | $215.0K | 0.02% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,533 | $213.2K | 0.01% | −326−8.4% | Reduced |
| Massmutual Trust Co FSB | 3,531 | $213.1K | 0.01% | +6+0.2% | Added |
| Prosperity Financial Group, Inc. | 3,519 | $212.4K | 0.13% | −250−6.6% | Reduced |
| Pointe Capital Management LLC | 3,515 | $212.1K | 0.13% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 3,445 | $207.9K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 3,571 | $207.3K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,423 | $206.6K | 0.01% | +3,423 | New |
| VeraBank, N.A. | 3,400 | $205.2K | 0.06% | +3,400 | New |
| NewEdge Wealth, LLC | 3,342 | $204.8K | 0.00% | +3,342 | New |
| SageView Advisory Group, LLC | 3,350 | $202.1K | 0.01% | −221−6.2% | Reduced |
| OneAscent Financial Services LLC | 3,349 | $202.0K | 0.02% | +3,349 | New |
| Strait & Sound Wealth Management LLC | 3,474 | $201.1K | 0.11% | +3,474 | New |
| Siemens Fonds Invest GmbH | 3,323 | $200.5K | 0.02% | +3,323 | New |
| Ameritas Investment Partners, Inc. | 3,242 | $195.6K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,121 | $188.3K | 0.10% | −462−12.9% | Reduced |
| Danske Bank A/S | 3,000 | $181.0K | 0.00% | +3,000 | New |
| Simplex Trading, LLC | 2,984 | $180.0K | 0.01% | −2,202−42.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,970 | $179.2K | 0.01% | +65+2.2% | Added |
| CoreCap Advisors, LLC | 2,816 | $169.9K | 0.01% | +2,816 | New |
| Spire Wealth Management | 2,678 | $161.6K | 0.00% | +658+32.6% | Added |
| Continuum Advisory, LLC | 2,125 | $134.4K | 0.02% | +2,125 | New |
| Clearstead Advisors, LLC | 2,092 | $131.6K | 0.01% | −46−2.2% | Reduced |
| FWL Investment Management, LLC | 2,100 | $126.7K | 0.07% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 2,070 | $124.9K | 0.00% | −413−16.6% | Reduced |
| Crewe Advisors LLC | 2,049 | $123.6K | 0.01% | +2,049 | New |
| Colonial Trust Co | 1,931 | $116.5K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,831 | $110.5K | 0.10% | +1,831 | New |
| State of Wyoming | 1,818 | $109.7K | 0.02% | −1,551−46.0% | Reduced |