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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 213 | $14.2K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 218 | $14.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 222 | $14.8K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 226 | $15.1K | 0.00% | +10+4.6% | Added |
| Raleigh Capital Management Inc. | 241 | $16.1K | 0.01% | +39+19.3% | Added |
| Sandy Spring Bank | 254 | $16.9K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 274 | $18.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 291 | $19.4K | 0.01% | +200+219.8% | Added |
| JNBA Financial Advisors | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 302 | $20.1K | 0.00% | −107−26.2% | Reduced |
| Trust Co of Vermont | 312 | $20.8K | 0.00% | +163+109.4% | Added |
| MV Capital Management, Inc. | 320 | $21.3K | 0.00% | +2+0.6% | Added |
| Altshuler Shaham Ltd | 320 | $21.3K | 0.00% | +320 | New |
| Umb Bank N A | 326 | $21.7K | 0.00% | +208+176.3% | Added |
| Johnson Financial Group, Inc. | 338 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 353 | $23.5K | 0.03% | +353 | New |
| Beaird Harris Wealth Management, LLC | 387 | $25.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $26.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 401 | $26.7K | 0.00% | +37+10.2% | Added |
| Deseret Mutual Benefit Administrators | 405 | $27.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 408 | $27.2K | 0.00% | −56−12.1% | Reduced |
| CNB Bank | 413 | $27.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $28.0K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 430 | $28.7K | 0.01% | +430 | New |
| Hexagon Capital Partners LLC | 447 | $29.8K | 0.01% | +104+30.3% | Added |
| Richardson Financial Services Inc. | 455 | $30.3K | 0.02% | +235+106.8% | Added |
| St Germain D J Co Inc | 513 | $34.2K | 0.00% | +100+24.2% | Added |
| First Horizon Advisors, Inc. | 514 | $34.3K | 0.00% | +79+18.2% | Added |
| Hemington Wealth Management | 534 | $35.0K | 0.01% | +59+12.4% | Added |
| Richards, Merrill & Peterson, Inc. | 528 | $35.2K | 0.02% | +528 | New |
| Mark Sheptoff Financial Planning, LLC | 539 | $35.9K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 552 | $36.8K | 0.00% | +24+4.5% | Added |
| Global Financial Private Client, LLC | 594 | $39.6K | 0.01% | +7+1.2% | Added |
| WPG Advisers, LLC | 616 | $41.1K | 0.04% | +616 | New |
| Skopos Labs, Inc. | 653 | $43.5K | 0.01% | +89+15.8% | Added |
| Compagnie Lombard Odier SCmA | 670 | $44.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 712 | $47.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 720 | $48.0K | 0.00% | +696+2,900.0% | Added |
| Tobam | 746 | $50.0K | 0.02% | −122−14.1% | Reduced |
| Salem Investment Counselors Inc | 755 | $50.3K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 780 | $51.0K | 0.00% | +756+3,150.0% | Added |
| Harbour Investments, Inc. | 804 | $53.6K | 0.00% | +4+0.5% | Added |
| Optiver Holding B.V. | 813 | $54.2K | 0.00% | +229+39.2% | Added |
| Cranbrook Wealth Management, LLC | 873 | $58.2K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 884 | $58.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 886 | $59.1K | 0.01% | +14+1.6% | Added |
| Mizuho Bank, Ltd. | 910 | $60.7K | 0.02% | +910 | New |
| Robbins Farley LLC | 932 | $62.1K | 0.03% | +932 | New |
| Proequities, Inc. | 958 | $63.8K | 0.00% | +294+44.3% | Added |
| Caldwell Sutter Capital, Inc. | 976 | $65.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 999 | $66.6K | 0.00% | −61−5.8% | Reduced |
| Centerpoint Advisors, LLC | 1,000 | $67.0K | 0.02% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,066 | $71.0K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 1,065 | $71.0K | 0.04% | +364+51.9% | Added |
| Caldwell Trust Co | 1,087 | $72.4K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,088 | $72.5K | 0.00% | +1,088 | New |
| IFP Advisors, Inc | 992 | $72.8K | 0.00% | −867−46.6% | Reduced |
| Sentry Investment Management LLC | 1,092 | $73.0K | 0.03% | −178−14.0% | Reduced |
| Montag A & Associates Inc | 1,100 | $73.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,116 | $74.0K | 0.00% | +151+15.6% | Added |
| Farther Finance Advisors, LLC | 1,117 | $74.5K | 0.00% | −307−21.6% | Reduced |
| Quarry LP | 1,118 | $74.5K | 0.01% | +299+36.5% | Added |
| Lindbrook Capital, LLC | 1,120 | $74.6K | 0.01% | +91+8.8% | Added |
| TD Waterhouse Canada Inc. | 1,191 | $79.4K | 0.00% | +376+46.1% | Added |
| CVA Family Office, LLC | 1,195 | $79.6K | 0.01% | +372+45.2% | Added |
| Quent Capital, LLC | 1,213 | $80.9K | 0.01% | −57−4.5% | Reduced |
| Private Trust Co NA | 1,281 | $85.4K | 0.01% | +299+30.4% | Added |
| GeoWealth Management, LLC | 1,291 | $86.0K | 0.00% | +60+4.9% | Added |
| SRS Capital Advisors, Inc. | 1,352 | $90.2K | 0.01% | −1,062−44.0% | Reduced |
| Jones Financial Companies LLLP | 1,404 | $93.6K | 0.00% | +792+129.4% | Added |
| Costello Asset Management, INC | 1,408 | $93.8K | 0.06% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $97.8K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 1,480 | $98.6K | 0.05% | −75−4.8% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $99.6K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,500 | $100.0K | 0.04% | −400−21.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,500 | $100.0K | 0.08% | −4−0.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,500 | $100.0K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $103.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,569 | $104.6K | 0.00% | +1,569 | New |
| Rothschild Investment LLC | 1,603 | $106.8K | 0.01% | +8+0.5% | Added |
| Allworth Financial LP | 1,634 | $108.8K | 0.00% | +3+0.2% | Added |
| State of Wyoming | 1,648 | $109.8K | 0.01% | −167−9.2% | Reduced |
| Geneos Wealth Management Inc. | 1,685 | $112.3K | 0.00% | +6+0.4% | Added |
| Mattson Financial Services, LLC | 1,631 | $115.2K | 0.04% | +1,452+811.2% | Added |
| EverSource Wealth Advisors, LLC | 1,791 | $119.4K | 0.01% | −464−20.6% | Reduced |
| Crewe Advisors LLC | 1,905 | $127.0K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,956 | $130.4K | 0.00% | +490+33.4% | Added |
| Ostrum Asset Management | 1,963 | $130.8K | 0.01% | −82−4.0% | Reduced |
| Colonial Trust Co | 2,006 | $133.7K | 0.02% | +5+0.2% | Added |
| Alaska Permanent Fund Corp | 2,070 | $138.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,165 | $144.3K | 0.00% | −439−16.9% | Reduced |
| Spire Wealth Management | 2,396 | $159.7K | 0.00% | +93+4.0% | Added |
| Virtus ETF Advisers LLC | 2,532 | $168.8K | 0.07% | −213−7.8% | Reduced |
| Clearstead Advisors, LLC | 2,579 | $171.9K | 0.00% | −46−1.8% | Reduced |
| Mediolanum International Funds Ltd | 2,648 | $176.0K | 0.00% | +2,648 | New |
| Brown Brothers Harriman & Co | 2,664 | $177.6K | 0.00% | +2,253+548.2% | Added |
| Venturi Wealth Management, LLC | 2,670 | $178.0K | 0.01% | +1,157+76.5% | Added |
| Parallel Advisors, LLC | 2,955 | $197.0K | 0.00% | +865+41.4% | Added |
| Tiaa Trust, National Association | 3,010 | $200.6K | 0.00% | +124+4.3% | Added |