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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 8,042 | $568.0K | 0.00% | −14,625−64.5% | Reduced |
| Walleye Capital LLC | 7,938 | $560.7K | 0.01% | +7,938 | New |
| Boit C F David | 7,800 | $555.8K | 0.28% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,627 | $538.8K | 0.01% | +2,163+39.6% | Added |
| Centennial Wealth Advisory LLC | 7,483 | $528.5K | 0.21% | +310+4.3% | Added |
| Acorn Wealth Advisors, LLC | 7,402 | $522.8K | 0.22% | −113−1.5% | Reduced |
| V-Square Quantitative Management LLC | 7,258 | $512.6K | 0.08% | +13+0.2% | Added |
| Legacy Advisors, LLC | 7,204 | $508.8K | 0.06% | +7,204 | New |
| Two Sigma Securities, LLC | 7,022 | $496.0K | 0.04% | −6,251−47.1% | Reduced |
| Kestra Advisory Services, LLC | 6,646 | $469.4K | 0.00% | −208−3.0% | Reduced |
| Advisory Alpha, LLC | 6,613 | $467.1K | 0.02% | −6−0.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 6,561 | $463.4K | 0.00% | −279,900−97.7% | Reduced |
| Summit Trail Advisors, LLC | 6,551 | $462.7K | 0.01% | +2,976+83.2% | Added |
| Raymond James Trust N.A. | 6,448 | $455.4K | 0.01% | +1,940+43.0% | Added |
| Capstone Investment Advisors, LLC | 6,414 | $453.0K | 0.01% | −8,639−57.4% | Reduced |
| Executive Wealth Management, LLC | 6,377 | $450.4K | 0.04% | +6,377 | New |
| Conning Inc. | 6,332 | $447.2K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 6,257 | $441.9K | 0.14% | +740+13.4% | Added |
| Everence Capital Management Inc | 6,230 | $440.0K | 0.03% | −6,300−50.3% | Reduced |
| XTX Topco Ltd | 6,194 | $437.5K | 0.03% | +6,194 | New |
| Zions Bancorporation, N.A. | 5,931 | $418.9K | 0.03% | +1,192+25.2% | Added |
| Ossiam | 5,866 | $414.3K | 0.01% | +4,107+233.5% | Added |
| Accurate Wealth Management, LLC | 5,891 | $414.1K | 0.08% | +5,891 | New |
| Occudo Quantitative Strategies LP | 5,725 | $404.4K | 0.07% | +5,725 | New |
| Blair William & Co | 5,652 | $399.2K | 0.00% | +223+4.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,630 | $397.5K | 0.00% | +87+1.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,478 | $386.9K | 0.01% | +50+0.9% | Added |
| International Private Wealth Advisors LLC | 5,316 | $375.5K | 0.55% | −285−5.1% | Reduced |
| NewEdge Wealth, LLC | 5,307 | $374.8K | 0.01% | +5,307 | New |
| Wedbush Securities Inc | 5,277 | $373.0K | 0.01% | +3+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 5,247 | $371.0K | 0.04% | −437−7.7% | Reduced |
| Belpointe Asset Management LLC | 5,175 | $365.6K | 0.02% | +893+20.9% | Added |
| Ronald Blue Trust, Inc. | 6,140 | $365.5K | 0.00% | +1,514+32.7% | Added |
| Strategy Asset Managers LLC | 5,122 | $361.8K | 0.07% | +906+21.5% | Added |
| Carrera Capital Advisors | 5,074 | $358.4K | 0.09% | +5,074 | New |
| Ballentine Partners, LLC | 5,060 | $357.4K | 0.01% | +496+10.9% | Added |
| Ashton Thomas Securities, LLC | 5,051 | $356.8K | 0.07% | +5,051 | New |
| Empowered Funds, LLC | 5,028 | $355.1K | 0.01% | +517+11.5% | Added |
| 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 |
| MBB Public Markets I LLC | 4,950 | $349.6K | 0.03% | −15,820−76.2% | Reduced |
| Wetherby Asset Management Inc | 4,925 | $347.9K | 0.02% | −13−0.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,795 | $338.7K | 0.21% | +70+1.5% | Added |
| Oxler Private Wealth LLC | 4,769 | $336.9K | 0.12% | +25+0.5% | Added |
| WSFS Capital Management, LLC | 4,760 | $336.2K | 0.02% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,730 | $334.1K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 4,678 | $330.4K | 0.14% | −254−5.2% | Reduced |
| Prelude Capital Management, LLC | 4,674 | $330.1K | 0.03% | −7,500−61.6% | Reduced |
| Kestra Private Wealth Services, LLC | 4,648 | $328.3K | 0.01% | −249−5.1% | Reduced |
| Fulton Bank, N.A. | 4,628 | $326.9K | 0.01% | +133+3.0% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $325.9K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,553 | $321.6K | 0.01% | +28+0.6% | Added |
| Signaturefd, LLC | 4,532 | $320.1K | 0.01% | +123+2.8% | Added |
| Quadrant Capital Group LLC | 4,517 | $319.0K | 0.02% | +55+1.2% | Added |
| Coldstream Capital Management Inc | 4,459 | $312.9K | 0.01% | +625+16.3% | Added |
| Trust Co of the South | 4,404 | $311.1K | 0.07% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,372 | $308.8K | 0.00% | −21−0.5% | Reduced |
| HighPoint Advisor Group LLC | 4,520 | $308.7K | 0.02% | −78−1.7% | Reduced |
| Pallas Capital Advisors LLC | 4,286 | $307.6K | 0.01% | +404+10.4% | Added |
| Pitcairn Co | 4,352 | $307.4K | 0.02% | +68+1.6% | Added |
| Crestwood Advisors Group LLC | 4,347 | $307.0K | 0.01% | +260+6.4% | Added |
| Morningstar Investment Services LLC | 4,290 | $302.0K | 0.00% | +768+21.8% | Added |
| Vontobel Holding Ltd. | 4,262 | $301.0K | 0.00% | +215+5.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,179 | $295.1K | 0.02% | +3,700+772.4% | Added |
| Frank, Rimerman Advisors LLC | 4,113 | $290.5K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,102 | $289.7K | 0.07% | +343+9.1% | Added |
| Horizon Investments, LLC | 4,054 | $284.2K | 0.01% | −322−7.4% | Reduced |
| NorthRock Partners, LLC | 3,985 | $281.5K | 0.01% | −610−13.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,939 | $278.2K | 0.02% | −262−6.2% | Reduced |
| LVW Advisors, LLC | 3,903 | $275.7K | 0.04% | +3,903 | New |
| Los Angeles Capital Management LLC | 3,895 | $275.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,891 | $274.8K | 0.01% | +124+3.3% | Added |
| Gen-Wealth Partners Inc | 3,886 | $272.4K | 0.12% | −870−18.3% | Reduced |
| Insigneo Advisory Services, LLC | 3,838 | $271.1K | 0.03% | −442−10.3% | Reduced |
| 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 |
| Financial Strategies Group, Inc. | 3,801 | $265.5K | 0.06% | +122+3.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $264.5K | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,740 | $264.2K | 0.02% | +3,740 | New |
| Cerro Pacific Wealth Advisors LLC | 4,377 | $260.6K | 0.10% | 00.0% | Unchanged |
| Atom Investors LP | 3,688 | $260.5K | 0.03% | +3,688 | New |
| Trust Point Inc. | 3,664 | $258.8K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,630 | $256.4K | 0.00% | −607−14.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,625 | $256.0K | 0.00% | +187+5.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,605 | $254.6K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,567 | $253.4K | 0.02% | +3,567 | New |
| Morningstar Investment Management LLC | 3,627 | $253.0K | 0.03% | +9+0.2% | Added |
| Essex Savings Bank | 3,539 | $250.0K | 0.06% | −29−0.8% | Reduced |
| Venture Visionary Partners LLC | 3,535 | $249.7K | 0.01% | −355−9.1% | Reduced |
| GTS Securities LLC | 3,526 | $249.0K | 0.01% | +3,526 | New |
| Pensionmark Financial Group, LLC | 3,518 | $248.5K | 0.01% | +3,518 | New |
| Pointe Capital Management LLC | 3,515 | $248.3K | 0.14% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,513 | $248.1K | 0.01% | −71−2.0% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,506 | $247.6K | 0.10% | +39+1.1% | Added |
| National Asset Management, Inc. | 3,473 | $246.1K | 0.01% | −843−19.5% | Reduced |
| Apollon Wealth Management, LLC | 3,450 | $243.7K | 0.01% | +26+0.8% | Added |
| TFB Advisors LLC | 3,449 | $243.6K | 0.07% | +59+1.7% | Added |
| Full Sail Capital, LLC | 3,445 | $243.3K | 0.02% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 4,050 | $241.1K | 0.03% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,411 | $240.9K | 0.02% | +3,411 | New |