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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 79 | $4.77K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 78 | $4.71K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 78 | $4.71K | 0.00% | +78 | New |
| JFS Wealth Advisors, LLC | 74 | $4.47K | 0.00% | −12−14.0% | Reduced |
| TCTC Holdings, LLC | 73 | $4.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $4.22K | 0.00% | −25−26.3% | Reduced |
| City State Bank | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 63 | $3.77K | 0.00% | +1+1.6% | Added |
| Eagle Bay Advisors LLC | 54 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.20K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 44 | $2.65K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 44 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 43 | $2.65K | 0.00% | +11+34.4% | Added |
| Ruedi Wealth Management, Inc. | 43 | $2.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $2.54K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 39 | $2.35K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 37 | $2.23K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $2.11K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 34 | $2.05K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 31 | $1.87K | 0.00% | +31 | New |
| Center for Financial Planning, Inc. | 27 | $1.63K | 0.00% | −200−88.1% | Reduced |
| Carolinas Wealth Consulting LLC | 26 | $1.57K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 25 | $1.51K | 0.00% | +25 | New |
| Sofos Investments, Inc. | 24 | $1.45K | 0.00% | +20+500.0% | Added |
| Quest Partners LLC | 23 | $1.39K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 22 | $1.35K | 0.00% | +3+15.8% | Added |
| Private Wealth Management Group, LLC | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 20 | $1.21K | 0.00% | +20 | New |
| Arlington Trust Co LLC | 20 | $1.21K | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 19 | $1.15K | 0.00% | +19 | New |
| Planning Capital Management Corp | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.09K | 0.00% | +1+5.9% | Added |
| Salomon & Ludwin, LLC | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $1.00K | 0.00% | −1,328−98.2% | Reduced |
| Larson Financial Group LLC | 14 | $852 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $845 | 0.00% | +14 | New |
| Sachetta, LLC | 13 | $755 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 43,845 | $731 | 0.03% | +43,845 | New |
| ClariVest Asset Management LLC | 11 | $659 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $604 | 0.00% | +10 | New |
| Creative Financial Designs Inc | 10 | $603 | 0.00% | +10 | New |
| Orion Capital Management LLC | 9 | $543 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $423 | 0.00% | +3+75.0% | Added |
| JJJ Advisors Inc. | 7 | $423 | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $422 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $422 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $362 | 0.00% | −13−68.4% | Reduced |
| WestEnd Advisors, LLC | 5 | $302 | 0.00% | +1+25.0% | Added |
| Riggs Asset Managment Co. Inc. | 5 | $302 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $302 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 3 | $182 | 0.00% | −63−95.5% | Reduced |
| Rakuten Securities, Inc. | 2 | $121 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $61 | 0.00% | +1 | New |
| PSI Advisors, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −787,278−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −385,903−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −96,471−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −72,199−100.0% | Sold out |
| BTG Pactual Global Asset Management Ltd | 0 | $0 | 0.00% | −29,662−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −28,151−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −25,515−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,231−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −21,599−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −20,638−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −20,123−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −13,297−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −12,201−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −8,701−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −6,930−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,966−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,882−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,202−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −4,333−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,281−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −4,156−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,861−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Beacon Bridge Wealth Partners, LLC | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −3,633−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −177−100.0% | Sold out |