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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
Rise Advisors, LLC194$11.5K0.01%+2+1.0%Added
LRI Investments, LLC187$11.1K0.00%00.0%Unchanged
Mattson Financial Services, LLC179$10.7K0.00%+179New
Family Firm, Inc.168$10.0K0.00%+168New
Hexagon Capital Partners LLC163$9.70K0.00%−45−21.6%Reduced
First Horizon Advisors, Inc.160$9.53K0.00%+26+19.4%Added
West Paces Advisors Inc.154$9.17K0.00%00.0%Unchanged
GW&K Investment Management, LLC146$9.00K0.00%+22+17.7%Added
HighMark Wealth Management LLC144$8.57K0.01%+17+13.4%Added
Aspect Partners, LLC126$7.50K0.00%00.0%Unchanged
Raleigh Capital Management Inc.125$7.44K0.00%+10+8.7%Added
Prestige Wealth Management Group LLC121$7.20K0.00%+23+23.5%Added
Atticus Wealth Management, LLC120$7.14K0.00%00.0%Unchanged
HM Payson & Co115$6.85K0.00%+4+3.6%Added
Sound Income Strategies, LLC111$6.61K0.00%−28−20.1%Reduced
Geneos Wealth Management Inc.109$6.49K0.00%00.0%Unchanged
Umb Bank N A108$6.43K0.00%+58+116.0%Added
MCF Advisors LLC104$6.19K0.00%00.0%Unchanged
Camelot Portfolios, LLC100$5.95K0.00%+100New
Sachetta, LLC91$5.93K0.00%+78+600.0%Added
JFS Wealth Advisors, LLC97$5.78K0.00%+23+31.1%Added
Center for Financial Planning, Inc.93$5.54K0.00%+66+244.4%Added
Redwood Wealth Management Group, LLC91$5.42K0.00%+91New
Rosenberg Matthew Hamilton92$5.41K0.00%00.0%Unchanged
Washington Trust Co88$5.26K0.00%−2−2.2%Reduced
Vermillion & White Wealth Management Group, LLC78$4.64K0.00%00.0%Unchanged
TCTC Holdings, LLC73$4.35K0.00%00.0%Unchanged
Fortitude Family Office, LLC70$4.17K0.00%00.0%Unchanged
City State Bank65$3.87K0.00%00.0%Unchanged
Creekmur Asset Management LLC65$3.87K0.00%+65New
Glen Eagle Advisors, LLC61$3.63K0.00%+61New
Sandy Spring Bank54$3.21K0.00%+29+116.0%Added
Eagle Bay Advisors LLC54$3.19K0.00%00.0%Unchanged
Bell Investment Advisors, Inc53$3.16K0.00%00.0%Unchanged
Cornerstone Planning Group LLC44$2.84K0.00%+1+2.3%Added
Operose Advisors LLC44$2.62K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.44$2.62K0.00%+1+2.3%Added
Central Trust Co43$2.56K0.00%−38−46.9%Reduced
Trifecta Capital Advisors, LLC42$2.50K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC39$2.32K0.00%00.0%Unchanged
WR Wealth Planners, LLC35$2.08K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$2.02K0.00%00.0%Unchanged
Coston, McIsaac & Partners38$2.00K0.00%00.0%Unchanged
Main Street Group, LTD34$2.00K0.00%−29−46.0%Reduced
Dunhill Financial, LLC28$1.68K0.00%+6+27.3%Added
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
Carolinas Wealth Consulting LLC26$1.55K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC26$1.55K0.00%−461−94.7%Reduced
Richardson Capital Management LLC25$1.49K0.00%+25New
Unique Wealth Strategies, LLC23$1.39K0.00%+23New
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
Iron Horse Wealth Management, LLC20$1.19K0.00%00.0%Unchanged
Larson Financial Group LLC18$1.09K0.00%+4+28.6%Added
Planning Capital Management Corp18$1.07K0.00%00.0%Unchanged
Salomon & Ludwin, LLC18$1.07K0.00%00.0%Unchanged
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
Fairway Wealth LLC16$9520.00%+16New
True Wealth Design, LLC13$7740.00%+6+85.7%Added
Opal Wealth Advisors, LLC13$7740.00%+13New
Financial Network Wealth Advisors LLC12$7140.00%+12New
ClariVest Asset Management LLC11$6600.00%00.0%Unchanged
Beacon Capital Management, LLC10$6000.00%−271−96.4%Reduced
Delos Wealth Advisors, LLC10$5960.00%00.0%Unchanged
Wolff Wiese Magana LLC10$5960.00%+10New
Creative Financial Designs Inc10$5950.00%00.0%Unchanged
NVWM, LLC10$5950.00%+5+100.0%Added
Orion Capital Management LLC9$5360.00%00.0%Unchanged
JJJ Advisors Inc.7$4170.00%00.0%Unchanged
Key Financial Inc7$4170.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.5$2980.00%00.0%Unchanged
WestEnd Advisors, LLC4$2380.00%−1−20.0%Reduced
Harbor Investment Advisory, LLC4$2380.00%+4New
Frazier Financial Advisors, LLC3$1790.00%00.0%Unchanged
SIMA Wealth Partners, LLC2$1410.00%+2New
Rakuten Securities, Inc.2$1190.00%00.0%Unchanged
TFC Financial Management1$600.00%00.0%Unchanged
PSI Advisors, LLC1$600.00%00.0%Unchanged
Dogwood Wealth Management LLC0$20.00%0Unchanged
Financial Management Professionals, Inc.5$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$00.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Cohen & Steers, Inc.0$00.00%−942,276−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−816,340−100.0%Sold out
Duality Advisers, LP0$00.00%−114,193−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−98,232−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−84,582−100.0%Sold out
American International Group, Inc.0$00.00%−76,972−100.0%Sold out
Texas Permanent School Fund0$00.00%−60,851−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−46,931−100.0%Sold out
Marshall Wace, LLP0$00.00%−36,347−100.0%Sold out
Aquila Investment Management LLC0$00.00%−30,000−100.0%Sold out
Natixis0$00.00%−29,925−100.0%Sold out
Westpac Banking Corp0$00.00%−28,098−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−25,293−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−19,265−100.0%Sold out