Skip to main content

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, Q3 2024

Institutional positions in CMS Energy Corp as of Sep 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
710
+31 vs. Q2 2024
Shares held
284.9M
+35.8M (+14.4%) vs. Q2 2024
Total value
$20.1B
+$5.27B (+35.5%) vs. Q2 2024
New holders
91
272 more added
Sold out
60
231 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 710 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 heldQ3 2024: $20.1B
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, Q3 2024

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2024.

Institutions holding CMS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.5$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$20.00%0Unchanged
PSI Advisors, LLC1$710.00%00.0%Unchanged
TFC Financial Management1$710.00%00.0%Unchanged
West Branch Capital LLC1$710.00%+1New
Mendota Financial Group, LLC1$710.00%+1New
First Personal Financial Services2$1420.00%+2New
WestEnd Advisors, LLC4$2830.00%00.0%Unchanged
Ancora Advisors, LLC5$3530.00%+5New
Claris Advisors, LLC5$3530.00%+5New
Union Savings Bank5$3530.00%+5New
Riggs Asset Managment Co. Inc.5$3540.00%00.0%Unchanged
Key Financial Inc7$4940.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC7$4940.00%+7New
Strengthening Families & Communities, LLC9$6360.00%00.0%Unchanged
ClariVest Asset Management LLC11$6600.00%00.0%Unchanged
Quest Partners LLC10$7060.00%−30,098−100.0%Reduced
Creative Financial Designs Inc10$7060.00%00.0%Unchanged
NVWM, LLC10$7060.00%00.0%Unchanged
Chesapeake Asset Management LLC10$7060.00%+10New
Wolff Wiese Magana LLC10$7070.00%00.0%Unchanged
MCF Advisors LLC12$8480.00%−92−88.5%Reduced
Valued Wealth Advisors LLC12$8480.00%+12New
Coppell Advisory Solutions LLC14$9860.00%+14New
Penserra Capital Management LLC24$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
True Wealth Design, LLC15$1.06K0.00%+2+15.4%Added
Salomon & Ludwin, LLC18$1.27K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC19$1.34K0.00%−7−26.9%Reduced
Iron Horse Wealth Management, LLC20$1.41K0.00%00.0%Unchanged
ESL Trust Services, LLC22$1.55K0.00%00.0%Unchanged
Private Wealth Management Group, LLC24$1.70K0.00%+2+9.1%Added
Larson Financial Group LLC24$1.72K0.00%+6+33.3%Added
Pacific Capital Wealth Advisors, Inc25$1.77K0.00%+25New
Coston, McIsaac & Partners38$2.00K0.00%00.0%Unchanged
Avion Wealth36$2.00K0.00%+8+28.6%Added
Archer Investment Corp30$2.13K0.00%+30New
DiNuzzo Private Wealth, Inc.31$2.19K0.00%+3+10.7%Added
Carolinas Wealth Consulting LLC31$2.19K0.00%+5+19.2%Added
Raffa Wealth Management, LLC34$2.40K0.00%00.0%Unchanged
Main Street Group, LTD34$2.40K0.00%00.0%Unchanged
WR Wealth Planners, LLC35$2.47K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC39$2.75K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC42$2.97K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.43$3.04K0.00%−1−2.3%Reduced
Central Trust Co43$3.04K0.00%00.0%Unchanged
Bell Investment Advisors, Inc44$3.11K0.00%−9−17.0%Reduced
Operose Advisors LLC44$3.11K0.00%00.0%Unchanged
Eagle Bay Advisors LLC48$3.36K0.00%−6−11.1%Reduced
Cornerstone Planning Group LLC50$3.48K0.00%+6+13.6%Added
Chilton Capital Management LLC52$3.67K0.00%+52New
Dunhill Financial, LLC60$4.21K0.00%+32+114.3%Added
Glen Eagle Advisors, LLC61$4.31K0.00%00.0%Unchanged
City State Bank65$4.59K0.00%00.0%Unchanged
Peterson Financial Group, Inc.66$4.65K0.02%+66New
C M Bidwell & Associates Ltd69$4.87K0.00%+69New
Fortitude Family Office, LLC70$4.94K0.00%00.0%Unchanged
TCTC Holdings, LLC73$5.16K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC78$5.51K0.00%00.0%Unchanged
Washington Trust Co91$6.43K0.00%+3+3.4%Added
Sachetta, LLC91$6.43K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton92$6.50K0.00%00.0%Unchanged
nVerses Capital, LLC100$7.06K0.00%+100New
HighMark Wealth Management LLC118$8.33K0.00%−26−18.1%Reduced
Umb Bank N A118$8.33K0.00%+10+9.3%Added
Atticus Wealth Management, LLC120$8.48K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC120$8.48K0.00%+23+23.7%Added
Prestige Wealth Management Group LLC121$8.55K0.00%00.0%Unchanged
Sound Income Strategies, LLC121$8.56K0.00%+10+9.0%Added
Aspect Partners, LLC126$8.90K0.00%00.0%Unchanged
Center for Financial Planning, Inc.128$9.01K0.00%+35+37.6%Added
HM Payson & Co135$9.54K0.00%+20+17.4%Added
Capital Performance Advisors LLP141$9.96K0.00%+141New
GW&K Investment Management, LLC147$10.0K0.00%+1+0.7%Added
Trust Co of Vermont149$10.5K0.00%+149New
Mattson Financial Services, LLC179$10.7K0.00%00.0%Unchanged
West Paces Advisors Inc.154$10.9K0.00%00.0%Unchanged
Nemes Rush Group LLC216$13.0K0.00%00.0%Unchanged
Beacon Capital Management, LLC185$13.1K0.00%+175+1,750.0%Added
Richardson Financial Services Inc.220$13.1K0.01%00.0%Unchanged
Rise Advisors, LLC195$13.8K0.01%+1+0.5%Added
TSFG, LLC200$14.0K0.00%00.0%Unchanged
Transcendent Capital Group LLC200$14.1K0.01%00.0%Unchanged
Raleigh Capital Management Inc.202$14.3K0.01%+77+61.6%Added
Sugarloaf Wealth Management, LLC202$14.3K0.00%+202New
Farmers & Merchants Investments Inc206$14.6K0.00%00.0%Unchanged
Versant Capital Management, Inc213$15.0K0.00%+4+1.9%Added
First Pacific Financial218$15.4K0.00%00.0%Unchanged
Golden State Equity Partners221$15.6K0.00%+221New
Riverview Trust Co222$15.7K0.01%00.0%Unchanged
New Age Alpha Advisors, LLC249$17.6K0.01%+249New
Sandy Spring Bank254$17.9K0.00%+200+370.4%Added
Elequin Capital LP257$18.2K0.00%+257New
Ransom Advisory, Ltd274$19.4K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC280$19.8K0.00%−536−65.7%Reduced
FinTrust Capital Advisors, LLC286$20.2K0.00%00.0%Unchanged
JNBA Financial Advisors300$21.2K0.00%00.0%Unchanged
Hilltop National Bank300$21.2K0.01%00.0%Unchanged
Catalyst Funds Management Pty Ltd300$21.2K0.00%+300New
MV Capital Management, Inc.318$22.5K0.00%+6+1.9%Added