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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.

Other share classesCMSACMSCCMSDCMS.PC

Q4 2024 vs. Q3 2024

How the institutions holding CMS Energy Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CMS: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders71013716+19
Shares284.9M1.42M284.3M+819.3K (+0.3%)
Value$20.1B$100.2M$18.9B−$1.06B (−5.3%)

13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held CMS Energy Corp at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 105 by value.

Institutions new to CMS in Q4 2024
InstitutionSharesValue% of portfolio
Zimmer Partners, LP1,337,928$89.2M1.55%
Fisher Funds Management LTD811,746$53.9M1.30%
Raymond James Financial Inc367,299$24.5M0.01%
Universal- Beteiligungs- und Servicegesellschaft mbH360,865$24.1M0.05%
Susquehanna Fundamental Investments, LLC315,593$21.0M0.35%
Summit Global Investments232,648$15.5M0.97%
KLP Kapitalforvaltning AS132,600$8.84M0.04%
Contravisory Investment Management, Inc.122,258$8.15M1.74%
Andra AP-fonden119,400$7.96M0.13%
Wexford Capital LP108,143$7.21M1.84%
Nomura Holdings Inc80,864$5.39M0.03%
BTG Pactual Asset Management US LLC67,374$4.49M0.58%
Canada Post Corp Registered Pension Plan61,250$4.08M0.24%
Two Sigma Investments, LP51,075$3.40M0.01%
Police & Firemen's Retirement System of New Jersey42,944$2.86M0.03%
Polymer Capital Management (US) LLC40,000$2.67M0.85%
J. Safra Sarasin Holding AG37,511$2.50M0.04%
Parr McKnight Wealth Management Group, LLC30,268$2.02M0.29%
Tudor Investment Corp Et Al28,870$1.92M0.02%
Healthcare of Ontario Pension Plan Trust Fund23,054$1.54M0.00%
Woodline Partners LP17,943$1.20M0.01%
Inceptionr LLC17,876$1.19M0.27%
Connor, Clark & Lunn Investment Management Ltd.14,846$989.5K0.00%
ISAM Funds (UK) Ltd14,248$949.6K0.71%
Freestone Grove Partners LP13,845$922.8K0.01%
Croban13,211$880.5K0.86%
Quantitative Investment Management, LLC12,185$812.0K0.06%
PGGM Investments12,013$801.0K0.01%
Maridea Wealth Management LLC9,966$664.2K0.21%
Allstate Corp9,237$615.6K0.02%
Legacy Capital Group California, Inc.8,288$552.4K0.17%
Two Sigma Advisers, LP7,500$499.9K0.00%
GWN Securities Inc.7,404$487.3K0.13%
TownSquare Capital, LLC5,864$390.9K0.00%
Aigen Investment Management, LP5,516$367.6K0.06%
Boston Private Wealth LLC5,489$365.8K0.01%
Ethic Inc.5,048$336.5K0.01%
Smith Group Asset Management, LLC5,000$333.3K0.02%
Moment Partners, LLC4,855$323.6K0.06%
LifeWealth Investments, LLC4,829$321.8K0.21%
Wedmont Private Capital4,938$321.4K0.02%
Lakeview Capital Partners, LLC4,683$312.1K0.07%
MUFG Securities Americas Inc.4,411$294.0K0.04%
Vise Technologies, Inc.4,362$290.7K0.02%
Martingale Asset Management L P4,114$274.2K0.01%
Qsemble Capital Management, LP4,062$270.7K0.04%
Boothbay Fund Management, LLC3,842$256.1K0.01%
Financial Advisors Network, Inc.3,831$255.3K0.04%
Aventura Private Wealth, LLC3,726$248.3K0.13%
Davenport & Co LLC3,619$241.2K0.00%
Commerzbank Aktiengesellschaft3,566$238.0K0.01%
CAPROCK Group, Inc.3,556$237.0K0.01%
McDonald Partners LLC3,382$225.4K0.06%
Savant Capital, LLC3,334$222.2K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,181$212.0K0.01%
Gsa Capital Partners LLP3,167$211.0K0.02%
Financial Counselors Inc3,028$201.8K0.00%
Mediolanum International Funds Ltd2,648$176.0K0.00%
MAI Capital Management1,569$104.6K0.00%
Catalyst Capital Advisors LLC1,088$72.5K0.00%
Robbins Farley LLC932$62.1K0.03%
Mizuho Bank, Ltd.910$60.7K0.02%
WPG Advisers, LLC616$41.1K0.04%
Richards, Merrill & Peterson, Inc.528$35.2K0.02%
BankPlus Trust Department430$28.7K0.01%
Bayforest Capital Ltd353$23.5K0.03%
Altshuler Shaham Ltd320$21.3K0.00%
Meeder Asset Management Inc180$12.0K0.00%
Holos Integrated Wealth LLC168$11.2K0.01%
Bangor Savings Bank167$11.1K0.00%
GF Fund Management Co. Ltd.161$10.7K0.00%
Atwood & Palmer Inc160$10.7K0.00%
FPC Investment Advisory, Inc.141$9.31K0.01%
Whipplewood Advisors, LLC102$6.80K0.00%
Quest 10 Wealth Builders, Inc.94$6.26K0.01%
Tucker Asset Management LLC63$4.20K0.00%
Birchbrook, Inc.58$3.87K0.00%
TD Capital Management LLC50$3.36K0.00%
Mowery & Schoenfeld Wealth Management, LLC48$3.20K0.01%
SBI Securities Co., Ltd.47$3.13K0.00%
Glass Jacobson Investment Advisors llc46$3.07K0.00%
Millstone Evans Group, LLC42$2.80K0.00%
Conquis Financial LLC41$2.73K0.00%
Kestra Investment Management, LLC31$2.04K0.00%
Cassady Schiller Wealth Management, LLC28$1.87K0.00%
WealthCollab, LLC27$1.80K0.00%
Capital A Wealth Management, LLC16$1.07K0.00%
Clark Wealth Partners16$1.07K0.00%
Capital Analysts, LLC17$1.00K0.00%
Cape Investment Advisory, Inc.15$1.00K0.00%
Annis Gardner Whiting Capital Advisors, LLC14$9340.00%
Nova Wealth Management, Inc.14$9330.00%
Sierra Ocean, LLC10$6690.00%
Golden State Wealth Management, LLC10$6670.00%
WealthTrak Capital Management LLC10$6670.00%
Orion Capital Management LLC9$6000.00%
Principia Wealth Advisory, LLC8$5330.00%
MPWM Advisory Solutions, LLC8$5330.00%
Winnow Wealth LLC6$3450.00%
Redwood Park Advisors LLC5$3340.00%

Sold out (86)

Institutions that held CMS Energy Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CMS in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Yaupon Capital Management LP334,807$23.6M
Soroban Capital Partners LP192,695$13.6M
Waratah Capital Advisors Ltd.154,631$10.9M
Greenland Capital Management LP142,490$10.1M
Eventide Asset Management, LLC124,697$8.81M
DRW Securities, LLC118,681$8.38M
Kempen Capital Management N.V.92,569$6.54M
Calamos Advisors LLC82,730$5.84M
Ausbil Investment Management Ltd76,500$5.40M
Viking Fund Management LLC60,000$4.24M
Bayesian Capital Management, LP51,700$3.65M
International Assets Investment Management, LLC254,833$3.61M
NBC Securities, Inc.44,947$3.17M
Entropy Technologies, LP43,453$3.07M
Jefferies Financial Group Inc.38,099$2.69M
Cox Capital Mgt LLC35,582$2.51M
B.O.S.S. Retirement Advisors, LLC24,399$1.72M
Axq Capital, LP22,107$1.56M
Centiva Capital, LP20,978$1.48M
Cresset Asset Management, LLC20,963$1.48M
Capula Management Ltd19,069$1.35M
Virtu Financial LLC18,358$1.30M
Machina Capital S.A.S.14,359$1.01M
Scientech Research LLC13,909$982.4K
Veriti Management LLC13,779$973.2K
Sherbrooke Park Advisers LLC12,095$854.3K
United Services Automobile Association10,726$757.6K
Investment Management Corp of Ontario9,992$705.7K
Impact Partnership Wealth, LLC8,652$611.1K
Natixis8,120$573.5K
Ieq Capital, LLC8,075$570.3K
Legacy Advisors, LLC7,204$508.8K
Two Sigma Securities, LLC7,022$496.0K
Summit Trail Advisors, LLC6,551$462.7K
Everence Capital Management Inc6,230$440.0K
Occudo Quantitative Strategies LP5,725$404.4K
Ashton Thomas Securities, LLC5,051$356.8K
MBB Public Markets I LLC4,950$349.6K
Morningstar Investment Services LLC4,290$302.0K
Kingswood Wealth Advisors, LLC3,939$278.2K
Los Angeles Capital Management LLC3,895$275.1K
Insigneo Advisory Services, LLC3,838$271.1K
Integrated Wealth Concepts LLC3,630$256.4K
Pinnacle Wealth Planning Services, Inc.3,605$254.6K
Essex Financial Services, Inc.3,567$253.4K
Pensionmark Financial Group, LLC3,518$248.5K
Seven Eight Capital, LP3,411$240.9K
Deerfield Management Company, L.P. (Series C)3,297$232.9K
Dana Investment Advisors, Inc.3,124$220.6K
Advisor OS, LLC3,052$215.6K
Lake Street Advisors Group, LLC3,039$214.6K
Vestmark Advisory Solutions, Inc.3,017$213.1K
Daymark Wealth Partners, LLC3,009$212.5K
SkyOak Wealth, LLC3,000$211.9K
Bradley Foster & Sargent Inc2,950$208.4K
LMR Partners LLP2,785$196.7K
Blue Chip Partners, Inc.1,492$105.4K
Householder Group Estate & Retirement Specialist, LLC1,393$98.0K
Simplex Trading, LLC1,273$89.0K
Alta Advisers Ltd1,200$84.8K
TD Private Client Wealth LLC1,170$82.6K
Reuter James Wealth Management, LLC1,087$76.8K
Leonteq Securities AG1,050$74.2K
Jaffetilchin Investment Partners, LLC1,038$73.3K
Cullen/Frost Bankers, Inc.800$56.5K
Voisard Asset Management Group, Inc.798$56.4K
Values First Advisors, Inc.790$55.8K
Loomis Sayles & Co L P698$49.0K
Catalyst Funds Management Pty Ltd300$21.2K
Golden State Equity Partners221$15.6K
Capital Performance Advisors LLP141$9.96K
nVerses Capital, LLC100$7.06K
Chilton Capital Management LLC52$3.67K
Operose Advisors LLC44$3.11K
WR Wealth Planners, LLC35$2.47K
Pacific Capital Wealth Advisors, Inc25$1.77K
Coppell Advisory Solutions LLC14$986
Strengthening Families & Communities, LLC9$636
CBIZ Investment Advisory Services, LLC7$494
Claris Advisors, LLC5$353
Union Savings Bank5$353
WestEnd Advisors, LLC4$283
West Branch Capital LLC1$71
Mendota Financial Group, LLC1$71
Dogwood Wealth Management LLC0$2
Transamerica Financial Advisors, Inc.1–

Not filed for Q4 2024 yet (13)

Institutions that held CMS Energy Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates1,125,859$79.5M
B. Metzler seel. Sohn & Co. Holding AG109,537$7.74M
Chartwell Investment Partners, LLC68,822$4.86M
Raymond James Financial Services Advisors, Inc.63,647$4.50M
Banque Cantonale Vaudoise19,936$1.41M
Rakuten Investment Management, Inc.16,925$1.19M
Raymond James Trust N.A.6,448$455.4K
Aquila Investment Management LLC5,000$353.1K
Abich Financial Wealth Management LLC2,419$170.9K
FinTrust Capital Advisors, LLC286$20.2K
Peterson Financial Group, Inc.66$4.65K
ClariVest Asset Management LLC11$660
First Personal Financial Services2$142