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 |
|---|---|---|---|---|---|
| Quarry LP | 3,325 | $197.9K | 0.08% | +1,800+118.0% | Added |
| Ameritas Investment Partners, Inc. | 3,242 | $193.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,234 | $192.5K | 0.00% | +2,162+201.7% | Added |
| Virtus ETF Advisers LLC | 3,102 | $184.7K | 0.09% | −19−0.6% | Reduced |
| Danske Bank A/S | 3,000 | $178.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,937 | $174.8K | 0.00% | −33−1.1% | Reduced |
| Spire Wealth Management | 2,626 | $156.3K | 0.01% | −52−1.9% | Reduced |
| Clearstead Advisors, LLC | 2,554 | $152.0K | 0.00% | +462+22.1% | Added |
| EntryPoint Capital, LLC | 2,452 | $146.0K | 0.07% | +621+33.9% | Added |
| SRS Capital Advisors, Inc. | 2,390 | $142.3K | 0.01% | +2,390 | New |
| Continuum Advisory, LLC | 2,330 | $138.7K | 0.02% | +205+9.6% | Added |
| Alaska Permanent Fund Corp | 2,070 | $134.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,102 | $125.1K | 0.01% | +1,388+194.4% | Added |
| FWL Investment Management, LLC | 2,100 | $125.0K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,020 | $120.3K | 0.01% | −5,252−72.2% | Reduced |
| State of Wyoming | 2,001 | $119.1K | 0.02% | +183+10.1% | Added |
| Global Retirement Partners, LLC | 1,989 | $118.4K | 0.00% | +835+72.4% | Added |
| Colonial Trust Co | 1,953 | $116.3K | 0.02% | +22+1.1% | Added |
| Crewe Advisors LLC | 1,905 | $113.4K | 0.01% | −144−7.0% | Reduced |
| Blue Chip Partners, Inc. | 1,828 | $108.8K | 0.01% | +15+0.8% | Added |
| Ossiam | 1,759 | $104.7K | 0.00% | +1,759 | New |
| Gradient Investments LLC | 1,718 | $102.3K | 0.00% | +1,609+1,476.1% | Added |
| Allworth Financial LP | 1,594 | $97.8K | 0.00% | +8+0.5% | Added |
| Parallel Advisors, LLC | 1,566 | $93.2K | 0.00% | +54+3.6% | Added |
| First Financial Corp | 1,555 | $92.6K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,545 | $92.0K | 0.01% | +60+4.0% | Added |
| Ashton Thomas Private Wealth, LLC | 1,539 | $91.6K | 0.01% | +1,539 | New |
| Venturi Wealth Management, LLC | 1,513 | $90.1K | 0.01% | +324+27.2% | Added |
| MeadowBrook Investment Advisors LLC | 1,500 | $89.3K | 0.08% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,496 | $89.1K | 0.07% | −86−5.4% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $89.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $87.4K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,433 | $85.0K | 0.02% | +33+2.4% | Added |
| Costello Asset Management, INC | 1,408 | $83.8K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,270 | $76.0K | 0.03% | −260−17.0% | Reduced |
| Quent Capital, LLC | 1,269 | $75.5K | 0.01% | +438+52.7% | Added |
| EverSource Wealth Advisors, LLC | 1,123 | $72.8K | 0.00% | −47−4.0% | Reduced |
| Principal Securities, Inc. | 1,216 | $72.4K | 0.00% | +293+31.7% | Added |
| Alta Advisers Ltd | 1,200 | $71.4K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,202 | $71.0K | 0.00% | −1,782−59.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,179 | $70.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,153 | $68.6K | 0.00% | −14−1.2% | Reduced |
| Lindbrook Capital, LLC | 1,108 | $66.0K | 0.01% | +65+6.2% | Added |
| Caldwell Trust Co | 1,087 | $64.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,076 | $63.3K | 0.00% | −68−5.9% | Reduced |
| Centerpoint Advisors, LLC | 1,000 | $60.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,007 | $59.9K | 0.01% | +862+594.5% | Added |
| Caldwell Sutter Capital, Inc. | 976 | $58.1K | 0.03% | +170+21.1% | Added |
| Ci Investments Inc. | 890 | $53.0K | 0.00% | −66−6.9% | Reduced |
| Cromwell Holdings LLC | 884 | $52.6K | 0.03% | +884 | New |
| Cranbrook Wealth Management, LLC | 873 | $52.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 872 | $51.9K | 0.01% | −3−0.3% | Reduced |
| Harbour Investments, Inc. | 848 | $50.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 823 | $49.0K | 0.01% | +8+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 816 | $48.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 819 | $48.1K | 0.00% | +33+4.2% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $47.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 798 | $47.5K | 0.00% | −32−3.9% | Reduced |
| Institutional & Family Asset Management, LLC | 787 | $46.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 782 | $46.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $44.9K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 726 | $43.2K | 0.01% | +726 | New |
| TruNorth Capital Management, LLC | 712 | $42.4K | 0.01% | +578+431.3% | Added |
| Loomis Sayles & Co L P | 686 | $41.0K | 0.00% | −907−56.9% | Reduced |
| Compagnie Lombard Odier SCmA | 670 | $39.9K | 0.00% | 00.0% | Unchanged |
| Tobam | 659 | $39.0K | 0.01% | −60−8.3% | Reduced |
| Leonteq Securities AG | 650 | $38.7K | 0.01% | +650 | New |
| Voisard Asset Management Group, Inc. | 635 | $37.8K | 0.02% | +5+0.8% | Added |
| Global Financial Private Client, LLC | 557 | $33.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 539 | $32.1K | 0.02% | +139+34.8% | Added |
| Manchester Capital Management LLC | 492 | $29.3K | 0.00% | +388+373.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 479 | $28.5K | 0.00% | −700−59.4% | Reduced |
| AdvisorNet Financial, Inc | 456 | $27.1K | 0.00% | +15+3.4% | Added |
| Front Row Advisors LLC | 420 | $25.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $24.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 405 | $24.1K | 0.00% | +2+0.5% | Added |
| Deseret Mutual Benefit Administrators | 405 | $24.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $23.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 355 | $21.1K | 0.00% | +355 | New |
| Johnson Financial Group, Inc. | 338 | $20.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 312 | $18.6K | 0.00% | +2+0.6% | Added |
| Grove Bank & Trust | 311 | $18.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 308 | $18.3K | 0.00% | +39+14.5% | Added |
| St Germain D J Co Inc | 303 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $17.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $17.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 286 | $17.0K | 0.00% | +57+24.9% | Added |
| Ransom Advisory, Ltd | 274 | $16.3K | 0.01% | +274 | New |
| Valley National Advisers Inc | 273 | $16.0K | 0.00% | −10−3.5% | Reduced |
| ICA Group Wealth Management, LLC | 261 | $15.5K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 250 | $14.9K | 0.00% | +250 | New |
| Covestor Ltd | 229 | $14.0K | 0.01% | −57−19.9% | Reduced |
| Riverview Trust Co | 222 | $13.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 220 | $13.1K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 218 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 216 | $12.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 209 | $12.4K | 0.00% | +38+22.2% | Added |
| Farmers & Merchants Investments Inc | 206 | $12.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $11.9K | 0.01% | 00.0% | Unchanged |