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 |
|---|---|---|---|---|---|
| VeraBank, N.A. | 3,400 | $240.1K | 0.07% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,393 | $239.6K | 0.12% | −81−2.3% | Reduced |
| Baader Bank INC | 3,402 | $239.5K | 0.02% | +3,402 | New |
| Deerfield Management Company, L.P. (Series C) | 3,297 | $232.9K | 0.00% | −11,057−77.0% | Reduced |
| Stiles Financial Services Inc | 3,271 | $231.1K | 0.08% | +3,271 | New |
| Paradigm Financial Partners, LLC | 3,381 | $228.8K | 0.03% | +3,381 | New |
| Siemens Fonds Invest GmbH | 3,229 | $228.1K | 0.02% | +3,229 | New |
| Dana Investment Advisors, Inc. | 3,124 | $220.6K | 0.01% | −283−8.3% | Reduced |
| Prosperity Financial Group, Inc. | 3,121 | $220.4K | 0.12% | +3,121 | New |
| Cigna Investments Inc | 3,084 | $218.0K | 0.04% | +3,084 | New |
| Advisor OS, LLC | 3,052 | $215.6K | 0.02% | −408−11.8% | Reduced |
| Lake Street Advisors Group, LLC | 3,039 | $214.6K | 0.01% | +3,039 | New |
| Ameritas Investment Partners, Inc. | 3,026 | $213.7K | 0.01% | −216−6.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,017 | $213.1K | 0.01% | +3,017 | New |
| Daymark Wealth Partners, LLC | 3,009 | $212.5K | 0.01% | +3,009 | 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 |
| Bradley Foster & Sargent Inc | 2,950 | $208.4K | 0.00% | +2,950 | New |
| Continuum Advisory, LLC | 3,077 | $207.4K | 0.03% | +747+32.1% | Added |
| Whittier Trust Co of Nevada Inc | 2,917 | $206.0K | 0.01% | −20−0.7% | Reduced |
| Tiaa Trust, National Association | 2,886 | $203.8K | 0.00% | +2,886 | New |
| CoreCap Advisors, LLC | 2,827 | $199.6K | 0.01% | +2,827 | New |
| LMR Partners LLP | 2,785 | $196.7K | 0.00% | +2,785 | New |
| Virtus ETF Advisers LLC | 2,745 | $193.9K | 0.09% | −357−11.5% | Reduced |
| Clearstead Advisors, LLC | 2,625 | $185.4K | 0.00% | +71+2.8% | Added |
| Global Retirement Partners, LLC | 2,604 | $183.9K | 0.01% | +615+30.9% | Added |
| Abich Financial Wealth Management LLC | 2,419 | $170.9K | 0.38% | +2,419 | New |
| SRS Capital Advisors, Inc. | 2,414 | $170.5K | 0.02% | +24+1.0% | Added |
| Spire Wealth Management | 2,303 | $162.7K | 0.01% | −323−12.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,255 | $159.2K | 0.01% | +1,132+100.8% | Added |
| Parallel Advisors, LLC | 2,090 | $147.6K | 0.00% | +524+33.5% | Added |
| Alaska Permanent Fund Corp | 2,070 | $146.2K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,045 | $144.4K | 0.01% | +25+1.2% | Added |
| Colonial Trust Co | 2,001 | $141.3K | 0.02% | +48+2.5% | Added |
| Crewe Advisors LLC | 1,905 | $134.6K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,900 | $134.2K | 0.05% | −200−9.5% | Reduced |
| IFP Advisors, Inc | 1,859 | $131.3K | 0.00% | −25,189−93.1% | Reduced |
| State of Wyoming | 1,815 | $128.2K | 0.02% | −186−9.3% | Reduced |
| Geneos Wealth Management Inc. | 1,679 | $118.6K | 0.00% | +1,570+1,440.4% | Added |
| Allworth Financial LP | 1,631 | $115.2K | 0.00% | +37+2.3% | Added |
| Rothschild Investment LLC | 1,595 | $112.7K | 0.01% | +50+3.2% | Added |
| First Financial Corp | 1,555 | $109.8K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $109.0K | 0.00% | −28,749−94.9% | Reduced |
| Venturi Wealth Management, LLC | 1,513 | $106.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,504 | $106.2K | 0.08% | +8+0.5% | Added |
| MeadowBrook Investment Advisors LLC | 1,500 | $105.9K | 0.10% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $105.6K | 0.01% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,492 | $105.4K | 0.01% | −336−18.4% | Reduced |
| Principal Securities, Inc. | 1,466 | $103.5K | 0.00% | +250+20.6% | Added |
| Farther Finance Advisors, LLC | 1,424 | $100.6K | 0.00% | +348+32.3% | Added |
| Costello Asset Management, INC | 1,408 | $99.4K | 0.07% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $99.4K | 0.06% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,393 | $98.0K | 0.03% | −40−2.8% | Reduced |
| Sentry Investment Management LLC | 1,270 | $90.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,270 | $89.6K | 0.01% | +1+0.1% | Added |
| Simplex Trading, LLC | 1,273 | $89.0K | 0.00% | +71+5.9% | Added |
| GeoWealth Management, LLC | 1,231 | $86.9K | 0.00% | +1,231 | New |
| Alta Advisers Ltd | 1,200 | $84.8K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,170 | $82.6K | 0.00% | +17+1.5% | Added |
| Montag A & Associates Inc | 1,100 | $77.7K | 0.00% | −2,703−71.1% | Reduced |
| 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 |
| Amica Retiree Medical Trust | 1,066 | $75.0K | 0.06% | +1,066 | New |
| Federated Hermes, Inc. | 1,060 | $74.9K | 0.00% | −2,174−67.2% | Reduced |
| Leonteq Securities AG | 1,050 | $74.2K | 0.01% | +400+61.5% | Added |
| Jaffetilchin Investment Partners, LLC | 1,038 | $73.3K | 0.01% | +1,038 | New |
| Lindbrook Capital, LLC | 1,029 | $72.7K | 0.01% | −79−7.1% | Reduced |
| DT Investment Partners, LLC | 1,007 | $71.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $71.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 982 | $69.4K | 0.01% | +200+25.6% | Added |
| Caldwell Sutter Capital, Inc. | 976 | $68.9K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 965 | $68.0K | 0.00% | +75+8.4% | Added |
| Cromwell Holdings LLC | 884 | $62.4K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 873 | $61.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 872 | $61.6K | 0.01% | 00.0% | Unchanged |
| Tobam | 868 | $61.0K | 0.01% | +209+31.7% | Added |
| CVA Family Office, LLC | 823 | $58.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 815 | $57.9K | 0.00% | −4−0.5% | Reduced |
| Quarry LP | 819 | $57.8K | 0.02% | −2,506−75.4% | Reduced |
| Harbour Investments, Inc. | 800 | $56.5K | 0.00% | −48−5.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 800 | $56.5K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 798 | $56.4K | 0.02% | +163+25.7% | Added |
| Values First Advisors, Inc. | 790 | $55.8K | 0.03% | +790 | New |
| Salem Investment Counselors Inc | 755 | $53.3K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 712 | $50.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 701 | $50.0K | 0.03% | +472+206.1% | Added |
| Loomis Sayles & Co L P | 698 | $49.0K | 0.00% | +12+1.7% | Added |
| Compagnie Lombard Odier SCmA | 670 | $47.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 664 | $46.9K | 0.00% | −134−16.8% | Reduced |
| Jones Financial Companies LLLP | 612 | $43.1K | 0.00% | +257+72.4% | Added |
| Global Financial Private Client, LLC | 587 | $41.5K | 0.02% | +30+5.4% | Added |
| Optiver Holding B.V. | 584 | $41.2K | 0.00% | +584 | New |
| Skopos Labs, Inc. | 564 | $39.8K | 0.01% | +564 | New |
| Mark Sheptoff Financial Planning, LLC | 539 | $38.1K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 528 | $37.3K | 0.00% | +36+7.3% | Added |
| Hemington Wealth Management | 475 | $33.0K | 0.01% | +475 | New |
| AdvisorNet Financial, Inc | 464 | $32.8K | 0.00% | +8+1.8% | Added |
| First Horizon Advisors, Inc. | 435 | $30.7K | 0.00% | +275+171.9% | Added |
| Front Row Advisors LLC | 420 | $29.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $29.2K | 0.01% | 00.0% | Unchanged |