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Livermore
Livermore
ZHEN

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

13F holders, Q4 2024

Institutional positions in CMS Energy Corp as of Dec 31, 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
716
+19 vs. Q3 2024
Shares held
284.3M
+819.3K (+0.3%) vs. Q3 2024
Total value
$18.9B
−$1.06B (−5.3%) vs. Q3 2024
New holders
105
271 more added
Sold out
86
231 more reduced

13 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 716 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ4 2024: $18.9B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2024.

Institutions holding CMS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC2$00.00%+2New
Financial Life Planners0$240.00%0New
PSI Advisors, LLC1$670.00%00.0%Unchanged
TFC Financial Management1$670.00%00.0%Unchanged
Abound Wealth Management4$2580.00%+4New
Financial Management Professionals, Inc.5$3330.00%00.0%Unchanged
Sugar Maple Asset Management, LLC5$3330.00%+5New
Parkworth Wealth Management, Inc.5$3330.00%+5New
Riggs Asset Managment Co. Inc.5$3340.00%00.0%Unchanged
Redwood Park Advisors LLC5$3340.00%+5New
Winnow Wealth LLC6$3450.00%+6New
Principia Wealth Advisory, LLC8$5330.00%+8New
MPWM Advisory Solutions, LLC8$5330.00%+8New
Orion Capital Management LLC9$6000.00%+9New
Chesapeake Asset Management LLC10$6660.00%00.0%Unchanged
Ancora Advisors, LLC10$6660.00%+5+100.0%Added
Wolff Wiese Magana LLC10$6670.00%00.0%Unchanged
Creative Financial Designs Inc10$6670.00%00.0%Unchanged
NVWM, LLC10$6670.00%00.0%Unchanged
Golden State Wealth Management, LLC10$6670.00%+10New
WealthTrak Capital Management LLC10$6670.00%+10New
Sierra Ocean, LLC10$6690.00%+10New
MCF Advisors LLC12$8000.00%00.0%Unchanged
Valued Wealth Advisors LLC12$8000.00%00.0%Unchanged
Nova Wealth Management, Inc.14$9330.00%+14New
Annis Gardner Whiting Capital Advisors, LLC14$9340.00%+14New
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC17$1.00K0.00%+17New
Cape Investment Advisory, Inc.15$1.00K0.00%+15New
Capital A Wealth Management, LLC16$1.07K0.00%+16New
Clark Wealth Partners16$1.07K0.00%+16New
True Wealth Design, LLC17$1.13K0.00%+2+13.3%Added
Salomon & Ludwin, LLC18$1.20K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC20$1.33K0.00%00.0%Unchanged
ESL Trust Services, LLC22$1.47K0.00%00.0%Unchanged
Private Wealth Management Group, LLC24$1.60K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC25$1.67K0.00%+6+31.6%Added
WealthCollab, LLC27$1.80K0.00%+27New
Cassady Schiller Wealth Management, LLC28$1.87K0.00%+28New
DiNuzzo Private Wealth, Inc.30$2.00K0.00%−1−3.2%Reduced
Coston, McIsaac & Partners38$2.00K0.00%00.0%Unchanged
Archer Investment Corp30$2.03K0.00%00.0%Unchanged
Kestra Investment Management, LLC31$2.04K0.00%+31New
Main Street Group, LTD34$2.27K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC39$2.60K0.00%00.0%Unchanged
Conquis Financial LLC41$2.73K0.00%+41New
Millstone Evans Group, LLC42$2.80K0.00%+42New
Trifecta Capital Advisors, LLC42$2.80K0.00%00.0%Unchanged
Central Trust Co43$2.87K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.43$2.87K0.00%00.0%Unchanged
Avion Wealth55$3.00K0.00%+19+52.8%Added
Key Financial Inc46$3.07K0.00%+39+557.1%Added
Glass Jacobson Investment Advisors llc46$3.07K0.00%+46New
SBI Securities Co., Ltd.47$3.13K0.00%+47New
Eagle Bay Advisors LLC48$3.17K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC48$3.20K0.01%+48New
Carolinas Wealth Consulting LLC49$3.27K0.00%+18+58.1%Added
TD Capital Management LLC50$3.36K0.00%+50New
Cornerstone Planning Group LLC55$3.69K0.00%+5+10.0%Added
Birchbrook, Inc.58$3.87K0.00%+58New
Glen Eagle Advisors, LLC61$4.07K0.00%00.0%Unchanged
Raffa Wealth Management, LLC61$4.07K0.00%+27+79.4%Added
Tucker Asset Management LLC63$4.20K0.00%+63New
City State Bank65$4.33K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd69$4.60K0.00%00.0%Unchanged
Bell Investment Advisors, Inc70$4.67K0.00%+26+59.1%Added
TCTC Holdings, LLC73$4.87K0.00%00.0%Unchanged
Dunhill Financial, LLC75$4.97K0.00%+15+25.0%Added
Vermillion & White Wealth Management Group, LLC78$5.20K0.00%00.0%Unchanged
Washington Trust Co87$5.77K0.00%−4−4.4%Reduced
Rosenberg Matthew Hamilton92$6.13K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.94$6.26K0.01%+94New
Whipplewood Advisors, LLC102$6.80K0.00%+102New
HighMark Wealth Management LLC117$7.80K0.00%−1−0.8%Reduced
Quest Partners LLC117$7.80K0.00%+107+1,070.0%Added
Atticus Wealth Management, LLC120$8.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC121$8.08K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC123$8.20K0.00%+2+1.7%Added
Aspect Partners, LLC126$8.40K0.00%00.0%Unchanged
Center for Financial Planning, Inc.128$8.52K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC129$8.60K0.00%+9+7.5%Added
HM Payson & Co136$9.07K0.00%+1+0.7%Added
FPC Investment Advisory, Inc.141$9.31K0.01%+141New
Fortitude Family Office, LLC141$9.40K0.00%+71+101.4%Added
DT Investment Partners, LLC145$9.66K0.00%−862−85.6%Reduced
GW&K Investment Management, LLC147$10.0K0.00%00.0%Unchanged
West Paces Advisors Inc.154$10.3K0.00%00.0%Unchanged
Atwood & Palmer Inc160$10.7K0.00%+160New
GF Fund Management Co. Ltd.161$10.7K0.00%+161New
Bangor Savings Bank167$11.1K0.00%+167New
Holos Integrated Wealth LLC168$11.2K0.01%+168New
Beacon Capital Management, LLC168$11.2K0.00%−17−9.2%Reduced
GPS Wealth Strategies Group, LLC174$11.6K0.00%−106−37.9%Reduced
Meeder Asset Management Inc180$12.0K0.00%+180New
TSFG, LLC200$13.0K0.00%00.0%Unchanged
Rise Advisors, LLC197$13.1K0.01%+2+1.0%Added
Transcendent Capital Group LLC200$13.3K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC203$13.6K0.00%+1+0.5%Added
Farmers & Merchants Investments Inc206$13.7K0.00%00.0%Unchanged
Elequin Capital LP208$13.9K0.00%−49−19.1%Reduced