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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

Q3 2024 vs. Q2 2024

How the institutions holding CMS Energy Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of CMS: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders6867710+31
Shares278.1M29.0M284.9M+35.8M (+14.4%)
Value$16.6B$1.72B$20.1B+$5.27B (+35.5%)

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (91)

Institutions that held CMS Energy Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to CMS in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.30,659,297$2.17B0.05%
Artemis Investment Management LLP383,667$27.1M0.41%
Hudson Bay Capital Management LP216,221$15.3M0.11%
Waratah Capital Advisors Ltd.154,631$10.9M0.65%
Sterling Capital Management LLC154,605$10.9M0.14%
DRW Securities, LLC118,681$8.38M0.46%
B. Metzler seel. Sohn & Co. Holding AG109,537$7.74M0.08%
Intact Investment Management Inc.72,960$5.15M0.17%
Hilltop Holdings Inc.68,920$4.87M0.32%
International Assets Investment Management, LLC254,833$3.61M0.02%
Colony Group, LLC25,722$1.82M0.01%
Aster Capital Management (DIFC) Ltd25,396$1.79M0.39%
Achmea Investment Management B.V.24,820$1.75M0.03%
WBI Investments20,947$1.48M0.36%
Capula Management Ltd19,069$1.35M0.02%
Cim, LLC17,722$1.25M0.18%
Nicholson Wealth Management Group, LLC16,421$1.16M0.95%
Shell Asset Management Co15,330$1.08M0.05%
Machina Capital S.A.S.14,359$1.01M0.40%
Scientech Research LLC13,909$982.4K0.20%
Westpac Banking Corp13,813$975.6K0.07%
Dark Forest Capital Management LP13,303$939.6K0.12%
Sherbrooke Park Advisers LLC12,095$854.3K0.20%
Finer Wealth Management, Inc.9,000$635.7K0.39%
Impact Partnership Wealth, LLC8,652$611.1K0.14%
Bryn Mawr Trust Co8,346$589.5K0.01%
Natixis8,120$573.5K0.00%
Walleye Capital LLC7,938$560.7K0.01%
Legacy Advisors, LLC7,204$508.8K0.06%
Executive Wealth Management, LLC6,377$450.4K0.04%
XTX Topco Ltd6,194$437.5K0.03%
Accurate Wealth Management, LLC5,891$414.1K0.08%
Occudo Quantitative Strategies LP5,725$404.4K0.07%
NewEdge Wealth, LLC5,307$374.8K0.01%
Carrera Capital Advisors5,074$358.4K0.09%
Ashton Thomas Securities, LLC5,051$356.8K0.07%
Aquila Investment Management LLC5,000$353.1K0.39%
LVW Advisors, LLC3,903$275.7K0.04%
Sage Mountain Advisors LLC3,776$266.7K0.02%
Fifth Third Wealth Advisors LLC3,740$264.2K0.02%
Atom Investors LP3,688$260.5K0.03%
Essex Financial Services, Inc.3,567$253.4K0.02%
GTS Securities LLC3,526$249.0K0.01%
Pensionmark Financial Group, LLC3,518$248.5K0.01%
Seven Eight Capital, LP3,411$240.9K0.02%
Baader Bank INC3,402$239.5K0.02%
Stiles Financial Services Inc3,271$231.1K0.08%
Paradigm Financial Partners, LLC3,381$228.8K0.03%
Siemens Fonds Invest GmbH3,229$228.1K0.02%
Prosperity Financial Group, Inc.3,121$220.4K0.12%
Cigna Investments Inc3,084$218.0K0.04%
Lake Street Advisors Group, LLC3,039$214.6K0.01%
Vestmark Advisory Solutions, Inc.3,017$213.1K0.01%
Daymark Wealth Partners, LLC3,009$212.5K0.01%
SkyOak Wealth, LLC3,000$211.9K0.05%
Bradley Foster & Sargent Inc2,950$208.4K0.00%
Tiaa Trust, National Association2,886$203.8K0.00%
CoreCap Advisors, LLC2,827$199.6K0.01%
LMR Partners LLP2,785$196.7K0.00%
Abich Financial Wealth Management LLC2,419$170.9K0.38%
GeoWealth Management, LLC1,231$86.9K0.00%
Reuter James Wealth Management, LLC1,087$76.8K0.01%
Amica Retiree Medical Trust1,066$75.0K0.06%
Jaffetilchin Investment Partners, LLC1,038$73.3K0.01%
Values First Advisors, Inc.790$55.8K0.03%
Optiver Holding B.V.584$41.2K0.00%
Skopos Labs, Inc.564$39.8K0.01%
Hemington Wealth Management475$33.0K0.01%
Catalyst Funds Management Pty Ltd300$21.2K0.00%
Elequin Capital LP257$18.2K0.00%
New Age Alpha Advisors, LLC249$17.6K0.01%
Golden State Equity Partners221$15.6K0.00%
Sugarloaf Wealth Management, LLC202$14.3K0.00%
Trust Co of Vermont149$10.5K0.00%
Capital Performance Advisors LLP141$9.96K0.00%
nVerses Capital, LLC100$7.06K0.00%
C M Bidwell & Associates Ltd69$4.87K0.00%
Peterson Financial Group, Inc.66$4.65K0.02%
Chilton Capital Management LLC52$3.67K0.00%
Archer Investment Corp30$2.13K0.00%
Pacific Capital Wealth Advisors, Inc25$1.77K0.00%
Coppell Advisory Solutions LLC14$9860.00%
Valued Wealth Advisors LLC12$8480.00%
Chesapeake Asset Management LLC10$7060.00%
CBIZ Investment Advisory Services, LLC7$4940.00%
Ancora Advisors, LLC5$3530.00%
Claris Advisors, LLC5$3530.00%
Union Savings Bank5$3530.00%
First Personal Financial Services2$1420.00%
West Branch Capital LLC1$710.00%
Mendota Financial Group, LLC1$710.00%

Sold out (60)

Institutions that held CMS Energy Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of CMS in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Capital Research Global Investors1,226,454$73.0M
Ceredex Value Advisors LLC606,150$36.1M
Citadel Advisors LLC463,786$27.6M
Zimmer Partners, LP210,904$12.6M
Decade Renewable Partners LP207,400$12.3M
Kettle Hill Capital Management, LLC185,979$11.1M
Voloridge Investment Management, LLC152,799$9.10M
Trexquant Investment LP141,605$8.43M
Nekton Capital Ltd.114,682$6.83M
Teza Capital Management LLC109,808$6.54M
Two Sigma Investments, LP64,508$3.84M
Twinbeech Capital LP58,698$3.49M
Campbell & CO Investment Adviser LLC53,936$3.21M
Aquatic Capital Management LLC53,600$3.19M
Magnetar Financial LLC44,333$2.64M
Andra AP-fonden40,400$2.41M
Qsemble Capital Management, LP26,675$1.59M
Nebula Research & Development LLC25,232$1.50M
Quantbot Technologies LP24,966$1.49M
Tudor Investment Corp Et Al24,039$1.43M
Mirabella Financial Services LLP17,094$1.02M
Balyasny Asset Management LLC15,416$917.7K
Versor Investments LP12,659$753.6K
Simplicity Wealth,LLC9,471$563.8K
Aigen Investment Management, LP8,692$517.4K
Walleye Trading LLC7,551$449.5K
Y-Intercept (Hong Kong) Ltd6,966$414.7K
Boothbay Fund Management, LLC6,657$396.3K
Nomura Holdings Inc6,338$377.3K
MQS Management LLC5,962$354.9K
Vinva Investment Management Ltd4,933$295.8K
Pearl River Capital, LLC4,709$280.3K
Diametric Capital, LP3,686$219.4K
CAPROCK Group, Inc.3,669$218.4K
Symmetry Partners, LLC3,556$212.0K
EntryPoint Capital, LLC2,452$146.0K
Headlands Technologies LLC2,102$125.1K
Gradient Investments LLC1,718$102.3K
Ashton Thomas Private Wealth, LLC1,539$91.6K
Innealta Capital, LLC726$43.2K
Valley National Advisers Inc273$16.0K
Laffer Tengler Investments250$14.9K
LRI Investments, LLC187$11.1K
Family Firm, Inc.168$10.0K
Camelot Portfolios, LLC100$5.95K
Redwood Wealth Management Group, LLC91$5.42K
Creekmur Asset Management LLC65$3.87K
Annis Gardner Whiting Capital Advisors, LLC28$1.67K
Richardson Capital Management LLC25$1.49K
Unique Wealth Strategies, LLC23$1.39K
Planning Capital Management Corp18$1.07K
Fairway Wealth LLC16$952
Opal Wealth Advisors, LLC13$774
Financial Network Wealth Advisors LLC12$714
Delos Wealth Advisors, LLC10$596
Orion Capital Management LLC9$536
Harbor Investment Advisory, LLC4$238
Frazier Financial Advisors, LLC3$179
SIMA Wealth Partners, LLC2$141
Rakuten Securities, Inc.2$119

Not filed for Q3 2024 yet (7)

Institutions that held CMS Energy Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.28,605,775$1.70B
Susquehanna Fundamental Investments, LLC313,493$18.7M
Buckingham Strategic Wealth, LLC24,397$1.45M
Benjamin F. Edwards & Company, Inc.10,847$646.0K
Institutional & Family Asset Management, LLC787$46.9K
ICA Group Wealth Management, LLC261$15.5K
JJJ Advisors Inc.7$417