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 |
|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 3,014 | $200.9K | 0.10% | −107−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,026 | $201.7K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,028 | $201.8K | 0.00% | +3,028 | New |
| Cigna Investments Inc | 3,084 | $206.0K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,124 | $208.2K | 0.01% | +297+10.5% | Added |
| Venture Visionary Partners LLC | 3,150 | $210.0K | 0.01% | −385−10.9% | Reduced |
| Gsa Capital Partners LLP | 3,167 | $211.0K | 0.02% | +3,167 | New |
| GTS Securities LLC | 3,178 | $211.8K | 0.01% | −348−9.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,181 | $212.0K | 0.01% | +3,181 | New |
| Whittier Trust Co of Nevada Inc | 3,200 | $213.3K | 0.01% | +283+9.7% | Added |
| Resources Investment Advisors, LLC. | 3,214 | $214.2K | 0.00% | −411−11.3% | Reduced |
| Sage Mountain Advisors LLC | 3,216 | $214.3K | 0.02% | −560−14.8% | Reduced |
| Siemens Fonds Invest GmbH | 3,229 | $215.1K | 0.02% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,296 | $219.6K | 0.08% | +25+0.8% | Added |
| Savant Capital, LLC | 3,334 | $222.2K | 0.00% | +3,334 | New |
| Baader Bank INC | 3,378 | $225.0K | 0.02% | −24−0.7% | Reduced |
| McDonald Partners LLC | 3,382 | $225.4K | 0.06% | +3,382 | New |
| Strait & Sound Wealth Management LLC | 3,393 | $226.1K | 0.11% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,396 | $226.4K | 0.03% | +15+0.4% | Added |
| VeraBank, N.A. | 3,400 | $226.6K | 0.06% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,428 | $228.5K | 0.07% | −21−0.6% | Reduced |
| Full Sail Capital, LLC | 3,445 | $229.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,472 | $231.4K | 0.03% | +395+12.8% | Added |
| National Asset Management, Inc. | 3,475 | $231.6K | 0.01% | +2+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 3,474 | $232.0K | 0.04% | −1,773−33.8% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,506 | $233.7K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 3,508 | $233.8K | 0.06% | −31−0.9% | Reduced |
| Pointe Capital Management LLC | 3,515 | $234.3K | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,556 | $237.0K | 0.01% | +3,556 | New |
| Commerzbank Aktiengesellschaft | 3,566 | $238.0K | 0.01% | +3,566 | New |
| Gen-Wealth Partners Inc | 3,573 | $238.1K | 0.10% | −313−8.1% | Reduced |
| New Age Alpha Advisors, LLC | 3,597 | $239.7K | 0.01% | +3,348+1,344.6% | Added |
| NorthRock Partners, LLC | 3,617 | $241.1K | 0.01% | −368−9.2% | Reduced |
| Journey Advisory Group, LLC | 4,050 | $241.1K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,619 | $241.2K | 0.00% | +3,619 | New |
| Morningstar Investment Management LLC | 3,627 | $242.0K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 3,682 | $245.4K | 0.02% | +18+0.5% | Added |
| Aventura Private Wealth, LLC | 3,726 | $248.3K | 0.13% | +3,726 | New |
| Massmutual Trust Co FSB | 3,732 | $248.7K | 0.01% | −159−4.1% | Reduced |
| Financial Strategies Group, Inc. | 3,822 | $248.8K | 0.06% | +21+0.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $249.6K | 0.06% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,762 | $250.7K | 0.01% | +249+7.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,420 | $252.0K | 0.04% | +575+6.5% | Added |
| Financial Advisors Network, Inc. | 3,831 | $255.3K | 0.04% | +3,831 | New |
| Boothbay Fund Management, LLC | 3,842 | $256.1K | 0.01% | +3,842 | New |
| Mather Group, LLC. | 3,996 | $266.3K | 0.00% | +220+5.8% | Added |
| Qsemble Capital Management, LP | 4,062 | $270.7K | 0.04% | +4,062 | New |
| Man Group plc | 4,065 | $270.9K | 0.00% | −97,164−96.0% | Reduced |
| Apollon Wealth Management, LLC | 4,109 | $273.9K | 0.01% | +659+19.1% | Added |
| Martingale Asset Management L P | 4,114 | $274.2K | 0.01% | +4,114 | New |
| Horizon Investments, LLC | 4,139 | $275.9K | 0.01% | +85+2.1% | Added |
| LVW Advisors, LLC | 4,172 | $278.1K | 0.03% | +269+6.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,179 | $278.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,262 | $284.1K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,321 | $288.0K | 0.01% | −232−5.1% | Reduced |
| Stephens Consulting, LLC | 4,327 | $288.4K | 0.07% | +225+5.5% | Added |
| Great Lakes Advisors, LLC | 4,334 | $288.8K | 0.00% | −38−0.9% | Reduced |
| Vise Technologies, Inc. | 4,362 | $290.7K | 0.02% | +4,362 | New |
| Trust Co of the South | 4,404 | $293.5K | 0.06% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 4,411 | $294.0K | 0.04% | +4,411 | New |
| Fifth Third Wealth Advisors LLC | 4,421 | $294.7K | 0.02% | +681+18.2% | Added |
| Pallas Capital Advisors LLC | 4,459 | $297.2K | 0.01% | +173+4.0% | Added |
| Oxler Private Wealth LLC | 4,491 | $299.3K | 0.10% | −278−5.8% | Reduced |
| Wetherby Asset Management Inc | 4,532 | $302.1K | 0.01% | −393−8.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,289 | $303.0K | 0.10% | −88−2.0% | Reduced |
| Quadrant Capital Group LLC | 4,637 | $309.1K | 0.02% | +120+2.7% | Added |
| Frank, Rimerman Advisors LLC | 4,669 | $311.2K | 0.02% | +556+13.5% | Added |
| XTX Topco Ltd | 4,682 | $312.1K | 0.03% | −1,512−24.4% | Reduced |
| Lakeview Capital Partners, LLC | 4,683 | $312.1K | 0.07% | +4,683 | New |
| Samalin Investment Counsel, LLC | 4,688 | $312.5K | 0.13% | +10+0.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,745 | $316.3K | 0.20% | −50−1.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,750 | $316.6K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,752 | $316.7K | 0.01% | +220+4.9% | Added |
| WSFS Capital Management, LLC | 4,760 | $317.3K | 0.02% | 00.0% | Unchanged |
| Ossiam | 4,765 | $317.6K | 0.01% | −1,101−18.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,776 | $318.3K | 0.01% | +128+2.8% | Added |
| Wedmont Private Capital | 4,938 | $321.4K | 0.02% | +4,938 | New |
| Coldstream Capital Management Inc | 4,824 | $321.5K | 0.01% | +365+8.2% | Added |
| LifeWealth Investments, LLC | 4,829 | $321.8K | 0.21% | +4,829 | New |
| Chatham Capital Group, Inc. | 4,830 | $321.9K | 0.05% | +100+2.1% | Added |
| Moment Partners, LLC | 4,855 | $323.6K | 0.06% | +4,855 | New |
| Silverleafe Capital Partners, LLC | 5,000 | $333.3K | 0.11% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 5,000 | $333.3K | 0.02% | +5,000 | New |
| HighPoint Advisor Group LLC | 4,830 | $335.4K | 0.02% | +310+6.9% | Added |
| Ethic Inc. | 5,048 | $336.5K | 0.01% | +5,048 | New |
| Carrera Capital Advisors | 5,074 | $338.2K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,017 | $340.5K | 0.02% | −158−3.1% | Reduced |
| Prelude Capital Management, LLC | 5,190 | $345.9K | 0.03% | +516+11.0% | Added |
| Wedbush Securities Inc | 5,196 | $346.0K | 0.01% | −81−1.5% | Reduced |
| Strategy Asset Managers LLC | 5,224 | $348.2K | 0.07% | +102+2.0% | Added |
| Pitcairn Co | 5,300 | $353.2K | 0.02% | +948+21.8% | Added |
| Fulton Bank, N.A. | 5,362 | $357.4K | 0.01% | +734+15.9% | Added |
| International Private Wealth Advisors LLC | 5,406 | $360.3K | 0.36% | +90+1.7% | Added |
| Ballentine Partners, LLC | 5,439 | $362.5K | 0.01% | +379+7.5% | Added |
| Crestwood Advisors Group LLC | 5,452 | $363.4K | 0.01% | +1,105+25.4% | Added |
| Boston Private Wealth LLC | 5,489 | $365.8K | 0.01% | +5,489 | New |
| Aigen Investment Management, LP | 5,516 | $367.6K | 0.06% | +5,516 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,533 | $368.8K | 0.01% | +55+1.0% | Added |
| NewEdge Wealth, LLC | 5,537 | $369.0K | 0.01% | +230+4.3% | Added |
| Empowered Funds, LLC | 5,562 | $370.7K | 0.01% | +534+10.6% | Added |