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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 1,813 | $109.4K | 0.01% | +16+0.9% | Added |
| Loomis Sayles & Co L P | 1,593 | $96.0K | 0.00% | −46−2.8% | Reduced |
| Allworth Financial LP | 1,586 | $95.7K | 0.00% | +333+26.6% | Added |
| Bruce G. Allen Investments, LLC | 1,582 | $95.5K | 0.08% | −4−0.3% | Reduced |
| First Financial Corp | 1,555 | $93.8K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $93.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,525 | $92.0K | 0.04% | +1,525 | New |
| Sentry Investment Management LLC | 1,530 | $92.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,512 | $91.2K | 0.00% | +54+3.7% | Added |
| MeadowBrook Investment Advisors LLC | 1,500 | $90.5K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $90.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,485 | $89.6K | 0.01% | −82−5.2% | Reduced |
| Caitlin John, LLC | 1,468 | $88.6K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $85.0K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,400 | $84.5K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $72.4K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,189 | $71.7K | 0.00% | +1,113+1,464.5% | Added |
| Beaird Harris Wealth Management, LLC | 1,179 | $71.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,179 | $71.1K | 0.01% | +700+146.1% | Added |
| EverSource Wealth Advisors, LLC | 1,170 | $70.9K | 0.01% | −102−8.0% | Reduced |
| TD Private Client Wealth LLC | 1,167 | $70.4K | 0.00% | −3−0.3% | Reduced |
| Global Retirement Partners, LLC | 1,154 | $69.6K | 0.00% | −714−38.2% | Reduced |
| Farther Finance Advisors, LLC | 1,144 | $68.6K | 0.00% | +57+5.2% | Added |
| Caldwell Trust Co | 1,087 | $65.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,072 | $64.7K | 0.00% | −51−4.5% | Reduced |
| Lindbrook Capital, LLC | 1,043 | $62.9K | 0.01% | −29−2.7% | Reduced |
| Centerpoint Advisors, LLC | 1,000 | $60.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 956 | $58.0K | 0.00% | +144+17.7% | Added |
| Principal Securities, Inc. | 923 | $55.7K | 0.00% | −134−12.7% | Reduced |
| Parkside Financial Bank & Trust | 875 | $52.8K | 0.01% | +43+5.2% | Added |
| Cranbrook Wealth Management, LLC | 873 | $52.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 848 | $51.2K | 0.00% | −169−16.6% | Reduced |
| Quent Capital, LLC | 831 | $50.2K | 0.01% | +2+0.2% | Added |
| Proequities, Inc. | 830 | $50.1K | 0.00% | −28−3.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 816 | $49.2K | 0.01% | −263−24.4% | Reduced |
| CVA Family Office, LLC | 815 | $49.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 806 | $48.6K | 0.02% | +89+12.4% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $48.3K | 0.00% | −18−2.2% | Reduced |
| Institutional & Family Asset Management, LLC | 787 | $47.5K | 0.01% | −56−6.6% | Reduced |
| TD Waterhouse Canada Inc. | 786 | $47.3K | 0.00% | −67−7.9% | Reduced |
| Private Trust Co NA | 782 | $47.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $45.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 714 | $43.1K | 0.01% | +714 | New |
| Tobam | 719 | $43.0K | 0.00% | −66−8.4% | Reduced |
| Compagnie Lombard Odier SCmA | 670 | $40.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 660 | $40.0K | 0.00% | −125−15.9% | Reduced |
| Voisard Asset Management Group, Inc. | 630 | $38.0K | 0.02% | +6+1.0% | Added |
| Global Financial Private Client, LLC | 557 | $33.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 487 | $29.4K | 0.00% | +487 | New |
| AdvisorNet Financial, Inc | 441 | $26.6K | 0.00% | +1+0.2% | Added |
| Front Row Advisors LLC | 420 | $25.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $24.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $24.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 403 | $24.3K | 0.00% | +2+0.5% | Added |
| Heritage Wealth Advisors | 400 | $24.1K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $24.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 338 | $20.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 311 | $18.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 310 | $18.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 303 | $18.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $18.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $18.1K | 0.01% | +300 | New |
| Covestor Ltd | 286 | $17.0K | 0.01% | +44+18.2% | Added |
| Valley National Advisers Inc | 283 | $17.0K | 0.00% | +50+21.5% | Added |
| Beacon Capital Management, LLC | 281 | $17.0K | 0.00% | −1,083−79.4% | Reduced |
| Brown Brothers Harriman & Co | 269 | $16.2K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 261 | $15.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 229 | $13.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 222 | $13.4K | 0.01% | +222 | New |
| Richardson Financial Services Inc. | 220 | $13.3K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 218 | $13.2K | 0.00% | +218 | New |
| Nemes Rush Group LLC | 216 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 208 | $12.6K | 0.00% | −50−19.4% | Reduced |
| Farmers & Merchants Investments Inc | 206 | $12.4K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 192 | $11.6K | 0.01% | +192 | New |
| LRI Investments, LLC | 187 | $11.3K | 0.00% | +187 | New |
| Elequin Capital LP | 181 | $10.9K | 0.00% | +181 | New |
| Versant Capital Management, Inc | 171 | $10.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 154 | $9.29K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 145 | $8.75K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 139 | $8.39K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 134 | $8.09K | 0.00% | +134 | New |
| First Horizon Advisors, Inc. | 134 | $8.08K | 0.00% | +13+10.7% | Added |
| HighMark Wealth Management LLC | 127 | $7.66K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 126 | $7.60K | 0.01% | +5+4.1% | Added |
| Arrow Financial Corp | 121 | $7.30K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 120 | $7.24K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 124 | $7.00K | 0.00% | +19+18.1% | Added |
| Raleigh Capital Management Inc. | 115 | $6.94K | 0.00% | +30+35.3% | Added |
| HM Payson & Co | 111 | $6.70K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 109 | $6.58K | 0.00% | −15−12.1% | Reduced |
| Gradient Investments LLC | 109 | $6.55K | 0.00% | −1,026−90.4% | Reduced |
| Manchester Capital Management LLC | 104 | $6.28K | 0.00% | −31−23.0% | Reduced |
| MCF Advisors LLC | 104 | $6.28K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 98 | $5.91K | 0.00% | −93−48.7% | Reduced |
| Rosenberg Matthew Hamilton | 92 | $5.52K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 90 | $5.41K | 0.00% | −2−2.2% | Reduced |
| Central Trust Co | 81 | $4.89K | 0.00% | +38+88.4% | Added |