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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,919 | $530.9K | 0.01% | −19−0.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,911 | $530.5K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,692 | $517.4K | 0.10% | −22,680−72.3% | Reduced |
| United Capital Financial Advisers, LLC | 8,512 | $506.7K | 0.00% | +662+8.4% | Added |
| Bessemer Group Inc | 8,478 | $503.0K | 0.00% | −31−0.4% | Reduced |
| GAMMA Investing LLC | 8,315 | $495.0K | 0.07% | +2,027+32.2% | Added |
| Summit Financial, LLC | 8,076 | $480.8K | 0.02% | +967+13.6% | Added |
| Boit C F David | 7,800 | $464.3K | 0.24% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,790 | $463.8K | 0.01% | +111+1.4% | Added |
| RSM US Wealth Management LLC | 7,805 | $459.6K | 0.01% | +7,805 | New |
| Walleye Trading LLC | 7,551 | $449.5K | 0.01% | +7,551 | New |
| Acorn Wealth Advisors, LLC | 7,515 | $447.4K | 0.22% | −66−0.9% | Reduced |
| V-Square Quantitative Management LLC | 7,245 | $431.3K | 0.07% | −41−0.6% | Reduced |
| Centennial Wealth Advisory LLC | 7,173 | $427.0K | 0.19% | +308+4.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,966 | $414.7K | 0.02% | −9,723−58.3% | Reduced |
| Kestra Advisory Services, LLC | 6,854 | $408.0K | 0.00% | −1,234−15.3% | Reduced |
| Investment Management Corp of Ontario | 6,792 | $404.3K | 0.01% | +2,100+44.8% | Added |
| Jefferies Financial Group Inc. | 6,682 | $397.8K | 0.01% | −34,209−83.7% | Reduced |
| Boothbay Fund Management, LLC | 6,657 | $396.3K | 0.01% | +1,448+27.8% | Added |
| Advisory Alpha, LLC | 6,619 | $394.1K | 0.02% | +878+15.3% | Added |
| Qtron Investments LLC | 6,383 | $380.0K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 6,338 | $377.3K | 0.00% | +6,338 | New |
| Conning Inc. | 6,332 | $376.9K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 5,962 | $354.9K | 0.21% | +5,962 | New |
| Dynamic Technology Lab Private Ltd | 5,684 | $338.0K | 0.04% | +5,684 | New |
| International Private Wealth Advisors LLC | 5,601 | $333.4K | 0.56% | +475+9.3% | Added |
| Federation des caisses Desjardins du Quebec | 5,543 | $330.0K | 0.00% | +5,499+12,497.7% | Added |
| Oak Thistle LLC | 5,517 | $328.4K | 0.24% | +1,655+42.9% | Added |
| Vident Advisory, LLC | 5,464 | $325.3K | 0.01% | +824+17.8% | Added |
| Blair William & Co | 5,429 | $323.2K | 0.00% | −547−9.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,428 | $323.1K | 0.01% | +17+0.3% | Added |
| Wedbush Securities Inc | 5,274 | $314.0K | 0.01% | −673−11.3% | Reduced |
| HighPoint Advisor Group LLC | 4,598 | $299.0K | 0.02% | +426+10.2% | Added |
| Silverleafe Capital Partners, LLC | 5,000 | $297.6K | 0.10% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,933 | $295.8K | 0.02% | +4,933 | New |
| Wetherby Asset Management Inc | 4,938 | $294.0K | 0.01% | −386−7.3% | Reduced |
| Samalin Investment Counsel, LLC | 4,932 | $293.6K | 0.14% | +194+4.1% | Added |
| Kestra Private Wealth Services, LLC | 4,897 | $291.5K | 0.01% | −698−12.5% | Reduced |
| WSFS Capital Management, LLC | 4,760 | $283.4K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,756 | $283.1K | 0.14% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $282.8K | 0.04% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 4,744 | $282.4K | 0.10% | +34+0.7% | Added |
| Zions Bancorporation, N.A. | 4,739 | $282.1K | 0.02% | −3,385−41.7% | Reduced |
| Chatham Capital Group, Inc. | 4,730 | $281.6K | 0.05% | −45,952−90.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,725 | $281.3K | 0.19% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 4,709 | $280.3K | 0.04% | +4,709 | New |
| Ronald Blue Trust, Inc. | 4,626 | $279.1K | 0.00% | +524+12.8% | Added |
| Insigneo Advisory Services, LLC | 4,280 | $276.1K | 0.03% | +322+8.1% | Added |
| NorthRock Partners, LLC | 4,595 | $273.5K | 0.01% | −1,773−27.8% | Reduced |
| Ballentine Partners, LLC | 4,564 | $271.7K | 0.01% | −106−2.3% | Reduced |
| Capital Investment Advisors, LLC | 4,525 | $269.3K | 0.01% | +3+0.1% | Added |
| Empowered Funds, LLC | 4,511 | $268.5K | 0.00% | −70−1.5% | Reduced |
| Raymond James Trust N.A. | 4,508 | $268.4K | 0.01% | −58−1.3% | Reduced |
| Fulton Bank, N.A. | 4,495 | $267.6K | 0.01% | −34−0.8% | Reduced |
| Quadrant Capital Group LLC | 4,462 | $265.6K | 0.02% | +693+18.4% | Added |
| Signaturefd, LLC | 4,409 | $262.5K | 0.01% | +71+1.6% | Added |
| Trust Co of the South | 4,404 | $262.2K | 0.06% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,393 | $261.5K | 0.00% | −209−4.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,377 | $260.6K | 0.10% | +4,377 | New |
| Horizon Investments, LLC | 4,376 | $258.5K | 0.01% | −395−8.3% | Reduced |
| National Asset Management, Inc. | 4,316 | $256.9K | 0.01% | −3,149−42.2% | Reduced |
| Pitcairn Co | 4,284 | $255.0K | 0.02% | +192+4.7% | Added |
| Belpointe Asset Management LLC | 4,282 | $254.9K | 0.02% | +65+1.5% | Added |
| Integrated Wealth Concepts LLC | 4,237 | $252.3K | 0.00% | +664+18.6% | Added |
| Kingswood Wealth Advisors, LLC | 4,201 | $250.1K | 0.02% | +265+6.7% | Added |
| Strategy Asset Managers LLC | 4,216 | $247.7K | 0.06% | −229−5.2% | Reduced |
| Frank, Rimerman Advisors LLC | 4,113 | $244.8K | 0.02% | +4,076+11,016.2% | Added |
| Crestwood Advisors Group LLC | 4,087 | $243.3K | 0.01% | +69+1.7% | Added |
| Journey Advisory Group, LLC | 4,050 | $241.1K | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,047 | $240.9K | 0.00% | −539−11.8% | Reduced |
| Pallas Capital Advisors LLC | 3,882 | $239.1K | 0.01% | −93−2.3% | Reduced |
| Los Angeles Capital Management LLC | 3,895 | $231.9K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,890 | $231.6K | 0.01% | +3,890 | New |
| Coldstream Capital Management Inc | 3,834 | $228.3K | 0.01% | +98+2.6% | Added |
| Montag A & Associates Inc | 3,803 | $226.4K | 0.01% | −14−0.4% | Reduced |
| Massmutual Trust Co FSB | 3,767 | $224.3K | 0.01% | +236+6.7% | Added |
| Stephens Consulting, LLC | 3,759 | $223.8K | 0.06% | +6+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $222.9K | 0.06% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,686 | $219.4K | 0.12% | +3,686 | New |
| CAPROCK Group, Inc. | 3,669 | $218.4K | 0.01% | +3,669 | New |
| Trust Point Inc. | 3,664 | $218.1K | 0.02% | −49−1.3% | Reduced |
| Financial Strategies Group, Inc. | 3,679 | $216.5K | 0.05% | +24+0.7% | Added |
| Morningstar Investment Management LLC | 3,618 | $215.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,605 | $214.6K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,584 | $213.4K | 0.01% | +234+7.0% | Added |
| Summit Trail Advisors, LLC | 3,575 | $212.8K | 0.01% | +3,575 | New |
| Essex Savings Bank | 3,568 | $212.4K | 0.06% | −3−0.1% | Reduced |
| Symmetry Partners, LLC | 3,556 | $212.0K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,522 | $211.0K | 0.00% | +3,522 | New |
| Pointe Capital Management LLC | 3,515 | $209.2K | 0.13% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,474 | $206.8K | 0.11% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 3,467 | $206.4K | 0.09% | +3,467 | New |
| Advisor OS, LLC | 3,460 | $206.0K | 0.02% | +3,460 | New |
| Full Sail Capital, LLC | 3,445 | $205.1K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,438 | $204.7K | 0.00% | +3,438 | New |
| Apollon Wealth Management, LLC | 3,424 | $203.8K | 0.01% | +10.0% | Added |
| Dana Investment Advisors, Inc. | 3,407 | $202.8K | 0.01% | −126−3.6% | Reduced |
| VeraBank, N.A. | 3,400 | $202.4K | 0.06% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,390 | $201.8K | 0.07% | +3,390 | New |
| Mather Group, LLC. | 3,296 | $198.9K | 0.00% | −601−15.4% | Reduced |