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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.

Other share classesCMSACMSCCMSDCMS.PC

13F holders, Q2 2024

Institutional positions in CMS Energy Corp as of Jun 30, 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
686
+26 vs. Q1 2024
Shares held
278.1M
−771.1K (−0.3%) vs. Q1 2024
Total value
$16.6B
−$258.0M (−1.5%) vs. Q1 2024
New holders
80
288 more added
Sold out
54
195 more reduced

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 686 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ2 2024: $16.6B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2024.

Institutions holding CMS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.5$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$20.00%0Unchanged
TFC Financial Management1$600.00%00.0%Unchanged
PSI Advisors, LLC1$600.00%00.0%Unchanged
Rakuten Securities, Inc.2$1190.00%00.0%Unchanged
SIMA Wealth Partners, LLC2$1410.00%+2New
Frazier Financial Advisors, LLC3$1790.00%00.0%Unchanged
WestEnd Advisors, LLC4$2380.00%−1−20.0%Reduced
Harbor Investment Advisory, LLC4$2380.00%+4New
Riggs Asset Managment Co. Inc.5$2980.00%00.0%Unchanged
JJJ Advisors Inc.7$4170.00%00.0%Unchanged
Key Financial Inc7$4170.00%00.0%Unchanged
Orion Capital Management LLC9$5360.00%00.0%Unchanged
Creative Financial Designs Inc10$5950.00%00.0%Unchanged
NVWM, LLC10$5950.00%+5+100.0%Added
Delos Wealth Advisors, LLC10$5960.00%00.0%Unchanged
Wolff Wiese Magana LLC10$5960.00%+10New
Beacon Capital Management, LLC10$6000.00%−271−96.4%Reduced
ClariVest Asset Management LLC11$6600.00%00.0%Unchanged
Financial Network Wealth Advisors LLC12$7140.00%+12New
True Wealth Design, LLC13$7740.00%+6+85.7%Added
Opal Wealth Advisors, LLC13$7740.00%+13New
Fairway Wealth LLC16$9520.00%+16New
Avion Wealth28$1.00K0.00%00.0%Unchanged
Penserra Capital Management LLC24$1.00K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC9$1.00K0.00%+9New
Planning Capital Management Corp18$1.07K0.00%00.0%Unchanged
Salomon & Ludwin, LLC18$1.07K0.00%00.0%Unchanged
Larson Financial Group LLC18$1.09K0.00%+4+28.6%Added
Iron Horse Wealth Management, LLC20$1.19K0.00%00.0%Unchanged
Private Wealth Management Group, LLC22$1.31K0.00%00.0%Unchanged
Bokf, NA22$1.31K0.00%+22New
ESL Trust Services, LLC22$1.31K0.00%+22New
Unique Wealth Strategies, LLC23$1.39K0.00%+23New
Richardson Capital Management LLC25$1.49K0.00%+25New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC26$1.55K0.00%−461−94.7%Reduced
Carolinas Wealth Consulting LLC26$1.55K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.28$1.67K0.00%+10+55.6%Added
Annis Gardner Whiting Capital Advisors, LLC28$1.67K0.00%+14+100.0%Added
Dunhill Financial, LLC28$1.68K0.00%+6+27.3%Added
Main Street Group, LTD34$2.00K0.00%−29−46.0%Reduced
Coston, McIsaac & Partners38$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$2.02K0.00%00.0%Unchanged
WR Wealth Planners, LLC35$2.08K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC39$2.32K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC42$2.50K0.00%00.0%Unchanged
Central Trust Co43$2.56K0.00%−38−46.9%Reduced
Operose Advisors LLC44$2.62K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.44$2.62K0.00%+1+2.3%Added
Cornerstone Planning Group LLC44$2.84K0.00%+1+2.3%Added
Bell Investment Advisors, Inc53$3.16K0.00%00.0%Unchanged
Eagle Bay Advisors LLC54$3.19K0.00%00.0%Unchanged
Sandy Spring Bank54$3.21K0.00%+29+116.0%Added
Glen Eagle Advisors, LLC61$3.63K0.00%+61New
City State Bank65$3.87K0.00%00.0%Unchanged
Creekmur Asset Management LLC65$3.87K0.00%+65New
Fortitude Family Office, LLC70$4.17K0.00%00.0%Unchanged
TCTC Holdings, LLC73$4.35K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC78$4.64K0.00%00.0%Unchanged
Washington Trust Co88$5.26K0.00%−2−2.2%Reduced
Rosenberg Matthew Hamilton92$5.41K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC91$5.42K0.00%+91New
Center for Financial Planning, Inc.93$5.54K0.00%+66+244.4%Added
JFS Wealth Advisors, LLC97$5.78K0.00%+23+31.1%Added
Sachetta, LLC91$5.93K0.00%+78+600.0%Added
Camelot Portfolios, LLC100$5.95K0.00%+100New
MCF Advisors LLC104$6.19K0.00%00.0%Unchanged
Umb Bank N A108$6.43K0.00%+58+116.0%Added
Geneos Wealth Management Inc.109$6.49K0.00%00.0%Unchanged
Sound Income Strategies, LLC111$6.61K0.00%−28−20.1%Reduced
HM Payson & Co115$6.85K0.00%+4+3.6%Added
Atticus Wealth Management, LLC120$7.14K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC121$7.20K0.00%+23+23.5%Added
Raleigh Capital Management Inc.125$7.44K0.00%+10+8.7%Added
Aspect Partners, LLC126$7.50K0.00%00.0%Unchanged
HighMark Wealth Management LLC144$8.57K0.01%+17+13.4%Added
GW&K Investment Management, LLC146$9.00K0.00%+22+17.7%Added
West Paces Advisors Inc.154$9.17K0.00%00.0%Unchanged
First Horizon Advisors, Inc.160$9.53K0.00%+26+19.4%Added
Hexagon Capital Partners LLC163$9.70K0.00%−45−21.6%Reduced
Family Firm, Inc.168$10.0K0.00%+168New
Mattson Financial Services, LLC179$10.7K0.00%+179New
LRI Investments, LLC187$11.1K0.00%00.0%Unchanged
Rise Advisors, LLC194$11.5K0.01%+2+1.0%Added
Transcendent Capital Group LLC200$11.9K0.01%00.0%Unchanged
TSFG, LLC200$12.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc206$12.3K0.00%00.0%Unchanged
Versant Capital Management, Inc209$12.4K0.00%+38+22.2%Added
Nemes Rush Group LLC216$12.9K0.00%00.0%Unchanged
First Pacific Financial218$13.0K0.00%00.0%Unchanged
Richardson Financial Services Inc.220$13.1K0.01%00.0%Unchanged
Riverview Trust Co222$13.2K0.01%00.0%Unchanged
Covestor Ltd229$14.0K0.01%−57−19.9%Reduced
Laffer Tengler Investments250$14.9K0.00%+250New
ICA Group Wealth Management, LLC261$15.5K0.01%00.0%Unchanged
Valley National Advisers Inc273$16.0K0.00%−10−3.5%Reduced
Ransom Advisory, Ltd274$16.3K0.01%+274New
FinTrust Capital Advisors, LLC286$17.0K0.00%+57+24.9%Added
JNBA Financial Advisors300$17.9K0.00%00.0%Unchanged