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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hilltop National Bank | 300 | $17.9K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 303 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 308 | $18.3K | 0.00% | +39+14.5% | Added |
| Grove Bank & Trust | 311 | $18.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 312 | $18.6K | 0.00% | +2+0.6% | Added |
| Johnson Financial Group, Inc. | 338 | $20.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 355 | $21.1K | 0.00% | +355 | New |
| Heritage Wealth Advisors | 400 | $23.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $24.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 405 | $24.1K | 0.00% | +2+0.5% | Added |
| CNB Bank | 413 | $24.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $25.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 456 | $27.1K | 0.00% | +15+3.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $28.5K | 0.00% | −700−59.4% | Reduced |
| Manchester Capital Management LLC | 492 | $29.3K | 0.00% | +388+373.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 539 | $32.1K | 0.02% | +139+34.8% | Added |
| Global Financial Private Client, LLC | 557 | $33.2K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 635 | $37.8K | 0.02% | +5+0.8% | Added |
| Leonteq Securities AG | 650 | $38.7K | 0.01% | +650 | New |
| Tobam | 659 | $39.0K | 0.01% | −60−8.3% | Reduced |
| Compagnie Lombard Odier SCmA | 670 | $39.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 686 | $41.0K | 0.00% | −907−56.9% | Reduced |
| TruNorth Capital Management, LLC | 712 | $42.4K | 0.01% | +578+431.3% | Added |
| Innealta Capital, LLC | 726 | $43.2K | 0.01% | +726 | New |
| Salem Investment Counselors Inc | 755 | $44.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $46.6K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 787 | $46.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 798 | $47.5K | 0.00% | −32−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 800 | $47.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 819 | $48.1K | 0.00% | +33+4.2% | Added |
| GPS Wealth Strategies Group, LLC | 816 | $48.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 823 | $49.0K | 0.01% | +8+1.0% | Added |
| Harbour Investments, Inc. | 848 | $50.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 872 | $51.9K | 0.01% | −3−0.3% | Reduced |
| Cranbrook Wealth Management, LLC | 873 | $52.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 884 | $52.6K | 0.03% | +884 | New |
| Ci Investments Inc. | 890 | $53.0K | 0.00% | −66−6.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 976 | $58.1K | 0.03% | +170+21.1% | Added |
| DT Investment Partners, LLC | 1,007 | $59.9K | 0.01% | +862+594.5% | Added |
| Centerpoint Advisors, LLC | 1,000 | $60.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,076 | $63.3K | 0.00% | −68−5.9% | Reduced |
| Caldwell Trust Co | 1,087 | $64.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,108 | $66.0K | 0.01% | +65+6.2% | Added |
| TD Private Client Wealth LLC | 1,153 | $68.6K | 0.00% | −14−1.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,179 | $70.2K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,202 | $71.0K | 0.00% | −1,782−59.7% | Reduced |
| Alta Advisers Ltd | 1,200 | $71.4K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,216 | $72.4K | 0.00% | +293+31.7% | Added |
| EverSource Wealth Advisors, LLC | 1,123 | $72.8K | 0.00% | −47−4.0% | Reduced |
| Quent Capital, LLC | 1,269 | $75.5K | 0.01% | +438+52.7% | Added |
| Sentry Investment Management LLC | 1,270 | $76.0K | 0.03% | −260−17.0% | Reduced |
| Costello Asset Management, INC | 1,408 | $83.8K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,433 | $85.0K | 0.02% | +33+2.4% | Added |
| Caitlin John, LLC | 1,468 | $87.4K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $89.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,496 | $89.1K | 0.07% | −86−5.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,500 | $89.3K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,513 | $90.1K | 0.01% | +324+27.2% | Added |
| Ashton Thomas Private Wealth, LLC | 1,539 | $91.6K | 0.01% | +1,539 | New |
| Rothschild Investment LLC | 1,545 | $92.0K | 0.01% | +60+4.0% | Added |
| First Financial Corp | 1,555 | $92.6K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,566 | $93.2K | 0.00% | +54+3.6% | Added |
| Allworth Financial LP | 1,594 | $97.8K | 0.00% | +8+0.5% | Added |
| Gradient Investments LLC | 1,718 | $102.3K | 0.00% | +1,609+1,476.1% | Added |
| Ossiam | 1,759 | $104.7K | 0.00% | +1,759 | New |
| Blue Chip Partners, Inc. | 1,828 | $108.8K | 0.01% | +15+0.8% | Added |
| Crewe Advisors LLC | 1,905 | $113.4K | 0.01% | −144−7.0% | Reduced |
| Colonial Trust Co | 1,953 | $116.3K | 0.02% | +22+1.1% | Added |
| Global Retirement Partners, LLC | 1,989 | $118.4K | 0.00% | +835+72.4% | Added |
| State of Wyoming | 2,001 | $119.1K | 0.02% | +183+10.1% | Added |
| Ostrum Asset Management | 2,020 | $120.3K | 0.01% | −5,252−72.2% | Reduced |
| FWL Investment Management, LLC | 2,100 | $125.0K | 0.06% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,102 | $125.1K | 0.01% | +1,388+194.4% | Added |
| Alaska Permanent Fund Corp | 2,070 | $134.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,330 | $138.7K | 0.02% | +205+9.6% | Added |
| SRS Capital Advisors, Inc. | 2,390 | $142.3K | 0.01% | +2,390 | New |
| EntryPoint Capital, LLC | 2,452 | $146.0K | 0.07% | +621+33.9% | Added |
| Clearstead Advisors, LLC | 2,554 | $152.0K | 0.00% | +462+22.1% | Added |
| Spire Wealth Management | 2,626 | $156.3K | 0.01% | −52−1.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,937 | $174.8K | 0.00% | −33−1.1% | Reduced |
| Danske Bank A/S | 3,000 | $178.6K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,102 | $184.7K | 0.09% | −19−0.6% | Reduced |
| Federated Hermes, Inc. | 3,234 | $192.5K | 0.00% | +2,162+201.7% | Added |
| Ameritas Investment Partners, Inc. | 3,242 | $193.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,325 | $197.9K | 0.08% | +1,800+118.0% | Added |
| Mather Group, LLC. | 3,296 | $198.9K | 0.00% | −601−15.4% | Reduced |
| TFB Advisors LLC | 3,390 | $201.8K | 0.07% | +3,390 | New |
| VeraBank, N.A. | 3,400 | $202.4K | 0.06% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,407 | $202.8K | 0.01% | −126−3.6% | Reduced |
| Apollon Wealth Management, LLC | 3,424 | $203.8K | 0.01% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 3,438 | $204.7K | 0.00% | +3,438 | New |
| Full Sail Capital, LLC | 3,445 | $205.1K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,460 | $206.0K | 0.02% | +3,460 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3,467 | $206.4K | 0.09% | +3,467 | New |
| Strait & Sound Wealth Management LLC | 3,474 | $206.8K | 0.11% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,515 | $209.2K | 0.13% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,522 | $211.0K | 0.00% | +3,522 | New |
| Symmetry Partners, LLC | 3,556 | $212.0K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 3,568 | $212.4K | 0.06% | −3−0.1% | Reduced |
| Summit Trail Advisors, LLC | 3,575 | $212.8K | 0.01% | +3,575 | New |