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 |
|---|---|---|---|---|---|
| Union Savings Bank | 5 | $353 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 4 | $283 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 2 | $142 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $71 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $71 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $71 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,226,454−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −606,150−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −463,786−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −210,904−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −207,400−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −185,979−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −152,799−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −141,605−100.0% | Sold out |
| Nekton Capital Ltd. | 0 | $0 | 0.00% | −114,682−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −109,808−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −64,508−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −58,698−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −53,936−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −53,600−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −44,333−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −40,400−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −26,675−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −25,232−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24,966−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,039−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −17,094−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,416−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,659−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −9,471−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,692−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,551−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,966−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,657−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,338−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,962−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −4,933−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,709−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,102−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,718−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,539−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| SIMA Wealth Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |