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 |
|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 3,121 | $220.4K | 0.12% | +3,121 | New |
| Dana Investment Advisors, Inc. | 3,124 | $220.6K | 0.01% | −283−8.3% | Reduced |
| Siemens Fonds Invest GmbH | 3,229 | $228.1K | 0.02% | +3,229 | New |
| Paradigm Financial Partners, LLC | 3,381 | $228.8K | 0.03% | +3,381 | New |
| Stiles Financial Services Inc | 3,271 | $231.1K | 0.08% | +3,271 | New |
| Deerfield Management Company, L.P. (Series C) | 3,297 | $232.9K | 0.00% | −11,057−77.0% | Reduced |
| Baader Bank INC | 3,402 | $239.5K | 0.02% | +3,402 | New |
| Strait & Sound Wealth Management LLC | 3,393 | $239.6K | 0.12% | −81−2.3% | Reduced |
| VeraBank, N.A. | 3,400 | $240.1K | 0.07% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,411 | $240.9K | 0.02% | +3,411 | New |
| Journey Advisory Group, LLC | 4,050 | $241.1K | 0.03% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 3,445 | $243.3K | 0.02% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,449 | $243.6K | 0.07% | +59+1.7% | Added |
| Apollon Wealth Management, LLC | 3,450 | $243.7K | 0.01% | +26+0.8% | Added |
| National Asset Management, Inc. | 3,473 | $246.1K | 0.01% | −843−19.5% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,506 | $247.6K | 0.10% | +39+1.1% | Added |
| SageView Advisory Group, LLC | 3,513 | $248.1K | 0.01% | −71−2.0% | Reduced |
| Pointe Capital Management LLC | 3,515 | $248.3K | 0.14% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,518 | $248.5K | 0.01% | +3,518 | New |
| GTS Securities LLC | 3,526 | $249.0K | 0.01% | +3,526 | New |
| Venture Visionary Partners LLC | 3,535 | $249.7K | 0.01% | −355−9.1% | Reduced |
| Essex Savings Bank | 3,539 | $250.0K | 0.06% | −29−0.8% | Reduced |
| Morningstar Investment Management LLC | 3,627 | $253.0K | 0.03% | +9+0.2% | Added |
| Essex Financial Services, Inc. | 3,567 | $253.4K | 0.02% | +3,567 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,605 | $254.6K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,625 | $256.0K | 0.00% | +187+5.4% | Added |
| Integrated Wealth Concepts LLC | 3,630 | $256.4K | 0.00% | −607−14.3% | Reduced |
| Trust Point Inc. | 3,664 | $258.8K | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 3,688 | $260.5K | 0.03% | +3,688 | New |
| Cerro Pacific Wealth Advisors LLC | 4,377 | $260.6K | 0.10% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,740 | $264.2K | 0.02% | +3,740 | New |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $264.5K | 0.07% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,801 | $265.5K | 0.06% | +122+3.3% | Added |
| Mather Group, LLC. | 3,776 | $266.7K | 0.00% | +480+14.6% | Added |
| Sage Mountain Advisors LLC | 3,776 | $266.7K | 0.02% | +3,776 | New |
| Insigneo Advisory Services, LLC | 3,838 | $271.1K | 0.03% | −442−10.3% | Reduced |
| Gen-Wealth Partners Inc | 3,886 | $272.4K | 0.12% | −870−18.3% | Reduced |
| Massmutual Trust Co FSB | 3,891 | $274.8K | 0.01% | +124+3.3% | Added |
| Los Angeles Capital Management LLC | 3,895 | $275.1K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,903 | $275.7K | 0.04% | +3,903 | New |
| Kingswood Wealth Advisors, LLC | 3,939 | $278.2K | 0.02% | −262−6.2% | Reduced |
| NorthRock Partners, LLC | 3,985 | $281.5K | 0.01% | −610−13.3% | Reduced |
| Horizon Investments, LLC | 4,054 | $284.2K | 0.01% | −322−7.4% | Reduced |
| Stephens Consulting, LLC | 4,102 | $289.7K | 0.07% | +343+9.1% | Added |
| Frank, Rimerman Advisors LLC | 4,113 | $290.5K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,179 | $295.1K | 0.02% | +3,700+772.4% | Added |
| Vontobel Holding Ltd. | 4,262 | $301.0K | 0.00% | +215+5.3% | Added |
| Morningstar Investment Services LLC | 4,290 | $302.0K | 0.00% | +768+21.8% | Added |
| Crestwood Advisors Group LLC | 4,347 | $307.0K | 0.01% | +260+6.4% | Added |
| Pitcairn Co | 4,352 | $307.4K | 0.02% | +68+1.6% | Added |
| Pallas Capital Advisors LLC | 4,286 | $307.6K | 0.01% | +404+10.4% | Added |
| HighPoint Advisor Group LLC | 4,520 | $308.7K | 0.02% | −78−1.7% | Reduced |
| Great Lakes Advisors, LLC | 4,372 | $308.8K | 0.00% | −21−0.5% | Reduced |
| Trust Co of the South | 4,404 | $311.1K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,459 | $312.9K | 0.01% | +625+16.3% | Added |
| Quadrant Capital Group LLC | 4,517 | $319.0K | 0.02% | +55+1.2% | Added |
| Signaturefd, LLC | 4,532 | $320.1K | 0.01% | +123+2.8% | Added |
| Capital Investment Advisors, LLC | 4,553 | $321.6K | 0.01% | +28+0.6% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $325.9K | 0.06% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,628 | $326.9K | 0.01% | +133+3.0% | Added |
| Kestra Private Wealth Services, LLC | 4,648 | $328.3K | 0.01% | −249−5.1% | Reduced |
| Prelude Capital Management, LLC | 4,674 | $330.1K | 0.03% | −7,500−61.6% | Reduced |
| Samalin Investment Counsel, LLC | 4,678 | $330.4K | 0.14% | −254−5.2% | Reduced |
| Chatham Capital Group, Inc. | 4,730 | $334.1K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,760 | $336.2K | 0.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 4,769 | $336.9K | 0.12% | +25+0.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,795 | $338.7K | 0.21% | +70+1.5% | Added |
| Wetherby Asset Management Inc | 4,925 | $347.9K | 0.02% | −13−0.3% | Reduced |
| MBB Public Markets I LLC | 4,950 | $349.6K | 0.03% | −15,820−76.2% | Reduced |
| Silverleafe Capital Partners, LLC | 5,000 | $353.1K | 0.12% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 5,000 | $353.1K | 0.39% | +5,000 | New |
| Empowered Funds, LLC | 5,028 | $355.1K | 0.01% | +517+11.5% | Added |
| Ashton Thomas Securities, LLC | 5,051 | $356.8K | 0.07% | +5,051 | New |
| Ballentine Partners, LLC | 5,060 | $357.4K | 0.01% | +496+10.9% | Added |
| Carrera Capital Advisors | 5,074 | $358.4K | 0.09% | +5,074 | New |
| Strategy Asset Managers LLC | 5,122 | $361.8K | 0.07% | +906+21.5% | Added |
| Ronald Blue Trust, Inc. | 6,140 | $365.5K | 0.00% | +1,514+32.7% | Added |
| Belpointe Asset Management LLC | 5,175 | $365.6K | 0.02% | +893+20.9% | Added |
| Dynamic Technology Lab Private Ltd | 5,247 | $371.0K | 0.04% | −437−7.7% | Reduced |
| Wedbush Securities Inc | 5,277 | $373.0K | 0.01% | +3+0.1% | Added |
| NewEdge Wealth, LLC | 5,307 | $374.8K | 0.01% | +5,307 | New |
| International Private Wealth Advisors LLC | 5,316 | $375.5K | 0.55% | −285−5.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,478 | $386.9K | 0.01% | +50+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 5,630 | $397.5K | 0.00% | +87+1.6% | Added |
| Blair William & Co | 5,652 | $399.2K | 0.00% | +223+4.1% | Added |
| Occudo Quantitative Strategies LP | 5,725 | $404.4K | 0.07% | +5,725 | New |
| Accurate Wealth Management, LLC | 5,891 | $414.1K | 0.08% | +5,891 | New |
| Ossiam | 5,866 | $414.3K | 0.01% | +4,107+233.5% | Added |
| Zions Bancorporation, N.A. | 5,931 | $418.9K | 0.03% | +1,192+25.2% | Added |
| XTX Topco Ltd | 6,194 | $437.5K | 0.03% | +6,194 | New |
| Everence Capital Management Inc | 6,230 | $440.0K | 0.03% | −6,300−50.3% | Reduced |
| Oak Thistle LLC | 6,257 | $441.9K | 0.14% | +740+13.4% | Added |
| Conning Inc. | 6,332 | $447.2K | 0.01% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 6,377 | $450.4K | 0.04% | +6,377 | New |
| Capstone Investment Advisors, LLC | 6,414 | $453.0K | 0.01% | −8,639−57.4% | Reduced |
| Raymond James Trust N.A. | 6,448 | $455.4K | 0.01% | +1,940+43.0% | Added |
| Summit Trail Advisors, LLC | 6,551 | $462.7K | 0.01% | +2,976+83.2% | Added |
| Adage Capital Partners GP, L.L.C. | 6,561 | $463.4K | 0.00% | −279,900−97.7% | Reduced |
| Advisory Alpha, LLC | 6,613 | $467.1K | 0.02% | −6−0.1% | Reduced |
| Kestra Advisory Services, LLC | 6,646 | $469.4K | 0.00% | −208−3.0% | Reduced |