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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 0 | $0 | 0.00% | −18,037−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −15,086−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −14,995−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,609−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −13,597−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −11,875−100.0% | Sold out |
| Finer Wealth Management, Inc. | 0 | $0 | 0.00% | −10,139−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −7,735−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,868−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,533−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,959−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −4,466−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,407−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,985−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Prosperity Financial Group, Inc. | 0 | $0 | 0.00% | −3,519−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,816−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −43,845−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Benedetti & Gucer, Inc. | – | – | – | – | Not filed |