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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 7,022 | $496.0K | 0.04% | −6,251−47.1% | Reduced |
| Legacy Advisors, LLC | 7,204 | $508.8K | 0.06% | +7,204 | New |
| V-Square Quantitative Management LLC | 7,258 | $512.6K | 0.08% | +13+0.2% | Added |
| Acorn Wealth Advisors, LLC | 7,402 | $522.8K | 0.22% | −113−1.5% | Reduced |
| Centennial Wealth Advisory LLC | 7,483 | $528.5K | 0.21% | +310+4.3% | Added |
| Vident Advisory, LLC | 7,627 | $538.8K | 0.01% | +2,163+39.6% | Added |
| Boit C F David | 7,800 | $555.8K | 0.28% | 00.0% | Unchanged |
| Walleye Capital LLC | 7,938 | $560.7K | 0.01% | +7,938 | New |
| Squarepoint Ops LLC | 8,042 | $568.0K | 0.00% | −14,625−64.5% | Reduced |
| Ieq Capital, LLC | 8,075 | $570.3K | 0.01% | −2,936−26.7% | Reduced |
| Summit Financial, LLC | 8,106 | $572.5K | 0.02% | +30+0.4% | Added |
| Natixis | 8,120 | $573.5K | 0.00% | +8,120 | New |
| Bryn Mawr Trust Co | 8,346 | $589.5K | 0.01% | +8,346 | New |
| RSM US Wealth Management LLC | 8,444 | $599.9K | 0.01% | +639+8.2% | Added |
| Impact Partnership Wealth, LLC | 8,652 | $611.1K | 0.14% | +8,652 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,845 | $624.7K | 0.04% | −787−8.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,880 | $627.2K | 0.05% | −31−0.3% | Reduced |
| Finer Wealth Management, Inc. | 9,000 | $635.7K | 0.39% | +9,000 | New |
| Vestcor Inc | 9,004 | $636.0K | 0.02% | −3,271−26.6% | Reduced |
| Amica Mutual Insurance Co | 9,002 | $636.0K | 0.06% | −1,315−12.7% | Reduced |
| United Capital Financial Advisers, LLC | 9,010 | $636.3K | 0.01% | +498+5.9% | Added |
| Foster & Motley Inc | 9,270 | $655.0K | 0.04% | −182−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,311 | $657.5K | 0.01% | +392+4.4% | Added |
| Commerce Bank | 9,313 | $657.8K | 0.00% | −109−1.2% | Reduced |
| BKM Wealth Management, LLC | 9,423 | $665.5K | 0.27% | +115+1.2% | Added |
| Bleakley Financial Group, LLC | 9,451 | $667.6K | 0.02% | −23−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,467 | $668.7K | 0.02% | −36−0.4% | Reduced |
| MML Investors Services, LLC | 9,479 | $670.0K | 0.00% | −455−4.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,520 | $672.4K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 9,532 | $673.2K | 0.01% | +283+3.1% | Added |
| Investment Management Corp of Ontario | 9,992 | $705.7K | 0.02% | +3,200+47.1% | Added |
| Sequoia Financial Advisors, LLC | 10,014 | $707.3K | 0.01% | +2,224+28.5% | Added |
| Atria Wealth Solutions, Inc. | 10,036 | $708.8K | 0.01% | +485+5.1% | Added |
| Empirical Finance, LLC | 10,048 | $709.7K | 0.04% | +217+2.2% | Added |
| Qtron Investments LLC | 10,320 | $728.9K | 0.10% | +3,937+61.7% | Added |
| Kovitz Investment Group Partners, LLC | 14,011 | $731.5K | 0.01% | +2,913+26.2% | Added |
| United Services Automobile Association | 10,726 | $757.6K | 0.02% | −1,704−13.7% | Reduced |
| GAMMA Investing LLC | 10,733 | $758.1K | 0.08% | +2,418+29.1% | Added |
| Lido Advisors, LLC | 10,734 | $758.2K | 0.01% | −145−1.3% | Reduced |
| Spirit of America Management Corp | 10,800 | $762.8K | 0.15% | +350+3.3% | Added |
| Integrated Investment Consultants, LLC | 10,861 | $767.1K | 0.17% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11,260 | $793.1K | 0.10% | +833+8.0% | Added |
| Greenleaf Trust | 11,394 | $804.8K | 0.01% | −698−5.8% | Reduced |
| Norinchukin Bank, The | 11,396 | $804.9K | 0.02% | +1,195+11.7% | Added |
| Engineers Gate Manager LP | 11,476 | $810.5K | 0.02% | −83,891−88.0% | Reduced |
| Sumitomo Life Insurance Co | 11,489 | $811.5K | 0.02% | −118−1.0% | Reduced |
| Huntington National Bank | 11,650 | $822.8K | 0.01% | +280+2.5% | Added |
| Azimuth Capital Investment Management LLC | 11,652 | $823.0K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,688 | $825.5K | 0.00% | −168,409−93.5% | Reduced |
| Chesley Taft & Associates LLC | 11,906 | $840.9K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,925 | $842.2K | 0.05% | +1,147+10.6% | Added |
| QRG Capital Management, Inc. | 12,043 | $850.6K | 0.01% | +31+0.3% | Added |
| Exchange Traded Concepts, LLC | 12,056 | $851.5K | 0.02% | +1,159+10.6% | Added |
| Sherbrooke Park Advisers LLC | 12,095 | $854.3K | 0.20% | +12,095 | New |
| Icon Advisers Inc | 12,200 | $861.7K | 0.18% | +1,800+17.3% | Added |
| NEOS Investment Management LLC | 12,313 | $869.7K | 0.03% | +2,436+24.7% | Added |
| Prospera Financial Services Inc | 12,330 | $870.8K | 0.02% | −1,843−13.0% | Reduced |
| CWM, LLC | 12,407 | $876.0K | 0.00% | +2,959+31.3% | Added |
| Kesler, Norman & Wride, LLC | 12,411 | $876.7K | 0.17% | −6,793−35.4% | Reduced |
| Hantz Financial Services, Inc. | 12,548 | $886.0K | 0.02% | +60.0% | Added |
| Elevated Capital Advisors, LLC | 12,631 | $892.1K | 0.24% | −314−2.4% | Reduced |
| Moody National Bank Trust Division | 13,225 | $934.1K | 0.10% | −2,038−13.4% | Reduced |
| Dark Forest Capital Management LP | 13,303 | $939.6K | 0.12% | +13,303 | New |
| Capital International Inc | 13,389 | $945.7K | 0.01% | −290−2.1% | Reduced |
| Mirador Capital Partners LP | 13,605 | $960.9K | 0.17% | +511+3.9% | Added |
| BLB&B Advisors, LLC | 13,616 | $961.7K | 0.05% | −113−0.8% | Reduced |
| Veriti Management LLC | 13,779 | $973.2K | 0.05% | −2,150−13.5% | Reduced |
| Westpac Banking Corp | 13,813 | $975.6K | 0.07% | +13,813 | New |
| Scientech Research LLC | 13,909 | $982.4K | 0.20% | +13,909 | New |
| Fiduciary Trust Co | 14,169 | $1.00M | 0.01% | +4,016+39.6% | Added |
| Altfest L J & Co Inc | 14,351 | $1.01M | 0.13% | +5,388+60.1% | Added |
| Machina Capital S.A.S. | 14,359 | $1.01M | 0.40% | +14,359 | New |
| Exchange Capital Management, Inc. | 14,457 | $1.02M | 0.16% | −2,235−13.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,471 | $1.02M | 0.05% | +1,532+11.8% | Added |
| New Mexico Educational Retirement Board | 14,610 | $1.03M | 0.03% | −100−0.7% | Reduced |
| Jump Financial, LLC | 15,095 | $1.07M | 0.02% | −90,728−85.7% | Reduced |
| Thrivent Financial for Lutherans | 15,104 | $1.07M | 0.00% | +2,503+19.9% | Added |
| Shell Asset Management Co | 15,330 | $1.08M | 0.05% | +15,330 | New |
| Pettee Investors, Inc. | 15,368 | $1.09M | 0.53% | 00.0% | Unchanged |
| Ninepoint Partners LP | 15,422 | $1.09M | 0.14% | −2,083−11.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,675 | $1.11M | 0.02% | +200+1.3% | Added |
| Nordea Investment Management AB | 16,168 | $1.14M | 0.00% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 16,421 | $1.16M | 0.95% | +16,421 | New |
| Securian Asset Management, Inc | 16,500 | $1.17M | 0.03% | −605−3.5% | Reduced |
| Neuberger Berman Group LLC | 16,723 | $1.18M | 0.00% | +69+0.4% | Added |
| Louisiana State Employees Retirement System | 16,800 | $1.19M | 0.02% | −100−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,023 | $1.19M | 0.01% | +631+3.8% | Added |
| Rakuten Investment Management, Inc. | 16,925 | $1.19M | 0.01% | +4,210+33.1% | Added |
| Maryland State Retirement & Pension System | 17,001 | $1.20M | 0.03% | −5,204−23.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17,081 | $1.21M | 0.33% | +1,727+11.2% | Added |
| Swiss Life Asset Management Ltd | 17,736 | $1.25M | 0.01% | +7,067+66.2% | Added |
| Cim, LLC | 17,722 | $1.25M | 0.18% | +17,722 | New |
| Ramirez Asset Management, Inc. | 17,818 | $1.26M | 0.24% | +1,296+7.8% | Added |
| Profund Advisors LLC | 18,022 | $1.27M | 0.05% | +1,532+9.3% | Added |
| Metis Global Partners, LLC | 18,323 | $1.29M | 0.04% | +140+0.8% | Added |
| Virtu Financial LLC | 18,358 | $1.30M | 0.07% | +2,800+18.0% | Added |
| Hilton Capital Management, LLC | 18,686 | $1.32M | 0.10% | −988−5.0% | Reduced |
| Hartford Investment Management Co | 19,031 | $1.34M | 0.04% | −224−1.2% | Reduced |
| Capula Management Ltd | 19,069 | $1.35M | 0.02% | +19,069 | New |
| Mizuho Securities USA LLC | 19,371 | $1.37M | 0.03% | −3,653−15.9% | Reduced |