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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 3,584 | $213.4K | 0.01% | +234+7.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,605 | $214.6K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,618 | $215.0K | 0.02% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,679 | $216.5K | 0.05% | +24+0.7% | Added |
| Trust Point Inc. | 3,664 | $218.1K | 0.02% | −49−1.3% | Reduced |
| CAPROCK Group, Inc. | 3,669 | $218.4K | 0.01% | +3,669 | New |
| Diametric Capital, LP | 3,686 | $219.4K | 0.12% | +3,686 | New |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $222.9K | 0.06% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3,759 | $223.8K | 0.06% | +6+0.2% | Added |
| Massmutual Trust Co FSB | 3,767 | $224.3K | 0.01% | +236+6.7% | Added |
| Montag A & Associates Inc | 3,803 | $226.4K | 0.01% | −14−0.4% | Reduced |
| Coldstream Capital Management Inc | 3,834 | $228.3K | 0.01% | +98+2.6% | Added |
| Venture Visionary Partners LLC | 3,890 | $231.6K | 0.01% | +3,890 | New |
| Los Angeles Capital Management LLC | 3,895 | $231.9K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,882 | $239.1K | 0.01% | −93−2.3% | Reduced |
| Vontobel Holding Ltd. | 4,047 | $240.9K | 0.00% | −539−11.8% | Reduced |
| Journey Advisory Group, LLC | 4,050 | $241.1K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,087 | $243.3K | 0.01% | +69+1.7% | Added |
| Frank, Rimerman Advisors LLC | 4,113 | $244.8K | 0.02% | +4,076+11,016.2% | Added |
| Strategy Asset Managers LLC | 4,216 | $247.7K | 0.06% | −229−5.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,201 | $250.1K | 0.02% | +265+6.7% | Added |
| Integrated Wealth Concepts LLC | 4,237 | $252.3K | 0.00% | +664+18.6% | Added |
| Belpointe Asset Management LLC | 4,282 | $254.9K | 0.02% | +65+1.5% | Added |
| Pitcairn Co | 4,284 | $255.0K | 0.02% | +192+4.7% | Added |
| National Asset Management, Inc. | 4,316 | $256.9K | 0.01% | −3,149−42.2% | Reduced |
| Horizon Investments, LLC | 4,376 | $258.5K | 0.01% | −395−8.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,377 | $260.6K | 0.10% | +4,377 | New |
| Great Lakes Advisors, LLC | 4,393 | $261.5K | 0.00% | −209−4.5% | Reduced |
| Trust Co of the South | 4,404 | $262.2K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,409 | $262.5K | 0.01% | +71+1.6% | Added |
| Quadrant Capital Group LLC | 4,462 | $265.6K | 0.02% | +693+18.4% | Added |
| Fulton Bank, N.A. | 4,495 | $267.6K | 0.01% | −34−0.8% | Reduced |
| Raymond James Trust N.A. | 4,508 | $268.4K | 0.01% | −58−1.3% | Reduced |
| Empowered Funds, LLC | 4,511 | $268.5K | 0.00% | −70−1.5% | Reduced |
| Capital Investment Advisors, LLC | 4,525 | $269.3K | 0.01% | +3+0.1% | Added |
| Ballentine Partners, LLC | 4,564 | $271.7K | 0.01% | −106−2.3% | Reduced |
| NorthRock Partners, LLC | 4,595 | $273.5K | 0.01% | −1,773−27.8% | Reduced |
| Insigneo Advisory Services, LLC | 4,280 | $276.1K | 0.03% | +322+8.1% | Added |
| Ronald Blue Trust, Inc. | 4,626 | $279.1K | 0.00% | +524+12.8% | Added |
| Pearl River Capital, LLC | 4,709 | $280.3K | 0.04% | +4,709 | New |
| Pinnacle Wealth Management Group, Inc. | 4,725 | $281.3K | 0.19% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,730 | $281.6K | 0.05% | −45,952−90.7% | Reduced |
| Zions Bancorporation, N.A. | 4,739 | $282.1K | 0.02% | −3,385−41.7% | Reduced |
| Oxler Private Wealth LLC | 4,744 | $282.4K | 0.10% | +34+0.7% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $282.8K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,756 | $283.1K | 0.14% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,760 | $283.4K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,897 | $291.5K | 0.01% | −698−12.5% | Reduced |
| Samalin Investment Counsel, LLC | 4,932 | $293.6K | 0.14% | +194+4.1% | Added |
| Wetherby Asset Management Inc | 4,938 | $294.0K | 0.01% | −386−7.3% | Reduced |
| Vinva Investment Management Ltd | 4,933 | $295.8K | 0.02% | +4,933 | New |
| Silverleafe Capital Partners, LLC | 5,000 | $297.6K | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,598 | $299.0K | 0.02% | +426+10.2% | Added |
| Wedbush Securities Inc | 5,274 | $314.0K | 0.01% | −673−11.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,428 | $323.1K | 0.01% | +17+0.3% | Added |
| Blair William & Co | 5,429 | $323.2K | 0.00% | −547−9.2% | Reduced |
| Vident Advisory, LLC | 5,464 | $325.3K | 0.01% | +824+17.8% | Added |
| Oak Thistle LLC | 5,517 | $328.4K | 0.24% | +1,655+42.9% | Added |
| Federation des caisses Desjardins du Quebec | 5,543 | $330.0K | 0.00% | +5,499+12,497.7% | Added |
| International Private Wealth Advisors LLC | 5,601 | $333.4K | 0.56% | +475+9.3% | Added |
| Dynamic Technology Lab Private Ltd | 5,684 | $338.0K | 0.04% | +5,684 | New |
| MQS Management LLC | 5,962 | $354.9K | 0.21% | +5,962 | New |
| Conning Inc. | 6,332 | $376.9K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 6,338 | $377.3K | 0.00% | +6,338 | New |
| Qtron Investments LLC | 6,383 | $380.0K | 0.05% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,619 | $394.1K | 0.02% | +878+15.3% | Added |
| Boothbay Fund Management, LLC | 6,657 | $396.3K | 0.01% | +1,448+27.8% | Added |
| Jefferies Financial Group Inc. | 6,682 | $397.8K | 0.01% | −34,209−83.7% | Reduced |
| Investment Management Corp of Ontario | 6,792 | $404.3K | 0.01% | +2,100+44.8% | Added |
| Kestra Advisory Services, LLC | 6,854 | $408.0K | 0.00% | −1,234−15.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,966 | $414.7K | 0.02% | −9,723−58.3% | Reduced |
| Centennial Wealth Advisory LLC | 7,173 | $427.0K | 0.19% | +308+4.5% | Added |
| V-Square Quantitative Management LLC | 7,245 | $431.3K | 0.07% | −41−0.6% | Reduced |
| Acorn Wealth Advisors, LLC | 7,515 | $447.4K | 0.22% | −66−0.9% | Reduced |
| Walleye Trading LLC | 7,551 | $449.5K | 0.01% | +7,551 | New |
| RSM US Wealth Management LLC | 7,805 | $459.6K | 0.01% | +7,805 | New |
| Sequoia Financial Advisors, LLC | 7,790 | $463.8K | 0.01% | +111+1.4% | Added |
| Boit C F David | 7,800 | $464.3K | 0.24% | 00.0% | Unchanged |
| Summit Financial, LLC | 8,076 | $480.8K | 0.02% | +967+13.6% | Added |
| GAMMA Investing LLC | 8,315 | $495.0K | 0.07% | +2,027+32.2% | Added |
| Bessemer Group Inc | 8,478 | $503.0K | 0.00% | −31−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 8,512 | $506.7K | 0.00% | +662+8.4% | Added |
| Aigen Investment Management, LP | 8,692 | $517.4K | 0.10% | −22,680−72.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,911 | $530.5K | 0.05% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,919 | $530.9K | 0.01% | −19−0.2% | Reduced |
| Altfest L J & Co Inc | 8,963 | $534.0K | 0.07% | +8,963 | New |
| Whittier Trust Co | 9,249 | $550.5K | 0.01% | +1,715+22.8% | Added |
| BKM Wealth Management, LLC | 9,308 | $554.1K | 0.27% | −4,419−32.2% | Reduced |
| Commerce Bank | 9,422 | $560.9K | 0.00% | +199+2.2% | Added |
| CWM, LLC | 9,448 | $562.0K | 0.00% | −838−8.1% | Reduced |
| Foster & Motley Inc | 9,452 | $563.0K | 0.04% | −128−1.3% | Reduced |
| Simplicity Wealth,LLC | 9,471 | $563.8K | 0.01% | −367−3.7% | Reduced |
| Bleakley Financial Group, LLC | 9,474 | $564.0K | 0.02% | −417−4.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,503 | $565.7K | 0.01% | +159+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 9,520 | $566.7K | 0.03% | +851+9.8% | Added |
| Atria Wealth Solutions, Inc. | 9,551 | $568.6K | 0.01% | +1,716+21.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,632 | $573.4K | 0.04% | −85−0.9% | Reduced |
| Empirical Finance, LLC | 9,831 | $585.2K | 0.04% | −657−6.3% | Reduced |
| NEOS Investment Management LLC | 9,877 | $588.0K | 0.02% | +2,988+43.4% | Added |
| MML Investors Services, LLC | 9,934 | $591.0K | 0.00% | −227−2.2% | Reduced |