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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 338 | $23.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 343 | $24.2K | 0.00% | +180+110.4% | Added |
| Grove Bank & Trust | 364 | $25.7K | 0.00% | +53+17.0% | Added |
| Beaird Harris Wealth Management, LLC | 387 | $27.3K | 0.00% | −792−67.2% | Reduced |
| Heritage Wealth Advisors | 400 | $28.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $28.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 409 | $28.9K | 0.01% | +4+1.0% | Added |
| Brown Brothers Harriman & Co | 411 | $29.0K | 0.00% | +103+33.4% | Added |
| CNB Bank | 413 | $29.2K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 413 | $29.2K | 0.00% | +110+36.3% | Added |
| Front Row Advisors LLC | 420 | $29.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 435 | $30.7K | 0.00% | +275+171.9% | Added |
| AdvisorNet Financial, Inc | 464 | $32.8K | 0.00% | +8+1.8% | Added |
| Hemington Wealth Management | 475 | $33.0K | 0.01% | +475 | New |
| Manchester Capital Management LLC | 528 | $37.3K | 0.00% | +36+7.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 539 | $38.1K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 564 | $39.8K | 0.01% | +564 | New |
| Optiver Holding B.V. | 584 | $41.2K | 0.00% | +584 | New |
| Global Financial Private Client, LLC | 587 | $41.5K | 0.02% | +30+5.4% | Added |
| Jones Financial Companies LLLP | 612 | $43.1K | 0.00% | +257+72.4% | Added |
| Proequities, Inc. | 664 | $46.9K | 0.00% | −134−16.8% | Reduced |
| Compagnie Lombard Odier SCmA | 670 | $47.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 698 | $49.0K | 0.00% | +12+1.7% | Added |
| Covestor Ltd | 701 | $50.0K | 0.03% | +472+206.1% | Added |
| TruNorth Capital Management, LLC | 712 | $50.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 755 | $53.3K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 790 | $55.8K | 0.03% | +790 | New |
| Voisard Asset Management Group, Inc. | 798 | $56.4K | 0.02% | +163+25.7% | Added |
| Harbour Investments, Inc. | 800 | $56.5K | 0.00% | −48−5.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 800 | $56.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 819 | $57.8K | 0.02% | −2,506−75.4% | Reduced |
| TD Waterhouse Canada Inc. | 815 | $57.9K | 0.00% | −4−0.5% | Reduced |
| CVA Family Office, LLC | 823 | $58.1K | 0.01% | 00.0% | Unchanged |
| Tobam | 868 | $61.0K | 0.01% | +209+31.7% | Added |
| Parkside Financial Bank & Trust | 872 | $61.6K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 873 | $61.7K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 884 | $62.4K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 965 | $68.0K | 0.00% | +75+8.4% | Added |
| Caldwell Sutter Capital, Inc. | 976 | $68.9K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 982 | $69.4K | 0.01% | +200+25.6% | Added |
| Centerpoint Advisors, LLC | 1,000 | $71.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,007 | $71.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,029 | $72.7K | 0.01% | −79−7.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,038 | $73.3K | 0.01% | +1,038 | New |
| Leonteq Securities AG | 1,050 | $74.2K | 0.01% | +400+61.5% | Added |
| Federated Hermes, Inc. | 1,060 | $74.9K | 0.00% | −2,174−67.2% | Reduced |
| Amica Retiree Medical Trust | 1,066 | $75.0K | 0.06% | +1,066 | New |
| Caldwell Trust Co | 1,087 | $76.8K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,087 | $76.8K | 0.01% | +1,087 | New |
| Montag A & Associates Inc | 1,100 | $77.7K | 0.00% | −2,703−71.1% | Reduced |
| TD Private Client Wealth LLC | 1,170 | $82.6K | 0.00% | +17+1.5% | Added |
| Alta Advisers Ltd | 1,200 | $84.8K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,231 | $86.9K | 0.00% | +1,231 | New |
| Simplex Trading, LLC | 1,273 | $89.0K | 0.00% | +71+5.9% | Added |
| Quent Capital, LLC | 1,270 | $89.6K | 0.01% | +1+0.1% | Added |
| Sentry Investment Management LLC | 1,270 | $90.0K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,393 | $98.0K | 0.03% | −40−2.8% | Reduced |
| Caitlin John, LLC | 1,468 | $99.4K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $99.4K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,424 | $100.6K | 0.00% | +348+32.3% | Added |
| Principal Securities, Inc. | 1,466 | $103.5K | 0.00% | +250+20.6% | Added |
| Blue Chip Partners, Inc. | 1,492 | $105.4K | 0.01% | −336−18.4% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $105.6K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $105.9K | 0.10% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,504 | $106.2K | 0.08% | +8+0.5% | Added |
| Venturi Wealth Management, LLC | 1,513 | $106.9K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $109.0K | 0.00% | −28,749−94.9% | Reduced |
| First Financial Corp | 1,555 | $109.8K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,595 | $112.7K | 0.01% | +50+3.2% | Added |
| Allworth Financial LP | 1,631 | $115.2K | 0.00% | +37+2.3% | Added |
| Geneos Wealth Management Inc. | 1,679 | $118.6K | 0.00% | +1,570+1,440.4% | Added |
| State of Wyoming | 1,815 | $128.2K | 0.02% | −186−9.3% | Reduced |
| IFP Advisors, Inc | 1,859 | $131.3K | 0.00% | −25,189−93.1% | Reduced |
| FWL Investment Management, LLC | 1,900 | $134.2K | 0.05% | −200−9.5% | Reduced |
| Crewe Advisors LLC | 1,905 | $134.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,001 | $141.3K | 0.02% | +48+2.5% | Added |
| Ostrum Asset Management | 2,045 | $144.4K | 0.01% | +25+1.2% | Added |
| Alaska Permanent Fund Corp | 2,070 | $146.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,090 | $147.6K | 0.00% | +524+33.5% | Added |
| EverSource Wealth Advisors, LLC | 2,255 | $159.2K | 0.01% | +1,132+100.8% | Added |
| Spire Wealth Management | 2,303 | $162.7K | 0.01% | −323−12.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,414 | $170.5K | 0.02% | +24+1.0% | Added |
| Abich Financial Wealth Management LLC | 2,419 | $170.9K | 0.38% | +2,419 | New |
| Global Retirement Partners, LLC | 2,604 | $183.9K | 0.01% | +615+30.9% | Added |
| Clearstead Advisors, LLC | 2,625 | $185.4K | 0.00% | +71+2.8% | Added |
| Virtus ETF Advisers LLC | 2,745 | $193.9K | 0.09% | −357−11.5% | Reduced |
| LMR Partners LLP | 2,785 | $196.7K | 0.00% | +2,785 | New |
| CoreCap Advisors, LLC | 2,827 | $199.6K | 0.01% | +2,827 | New |
| Tiaa Trust, National Association | 2,886 | $203.8K | 0.00% | +2,886 | New |
| Whittier Trust Co of Nevada Inc | 2,917 | $206.0K | 0.01% | −20−0.7% | Reduced |
| Continuum Advisory, LLC | 3,077 | $207.4K | 0.03% | +747+32.1% | Added |
| Bradley Foster & Sargent Inc | 2,950 | $208.4K | 0.00% | +2,950 | New |
| Danske Bank A/S | 3,000 | $211.9K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,000 | $211.9K | 0.05% | +3,000 | New |
| Daymark Wealth Partners, LLC | 3,009 | $212.5K | 0.01% | +3,009 | New |
| Vestmark Advisory Solutions, Inc. | 3,017 | $213.1K | 0.01% | +3,017 | New |
| Ameritas Investment Partners, Inc. | 3,026 | $213.7K | 0.01% | −216−6.7% | Reduced |
| Lake Street Advisors Group, LLC | 3,039 | $214.6K | 0.01% | +3,039 | New |
| Advisor OS, LLC | 3,052 | $215.6K | 0.02% | −408−11.8% | Reduced |
| Cigna Investments Inc | 3,084 | $218.0K | 0.04% | +3,084 | New |