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 |
|---|---|---|---|---|---|
| Blair William & Co | 5,604 | $373.5K | 0.00% | −48−0.8% | Reduced |
| Accurate Wealth Management, LLC | 5,901 | $384.1K | 0.07% | +10+0.2% | Added |
| TownSquare Capital, LLC | 5,864 | $390.9K | 0.00% | +5,864 | New |
| Conning Inc. | 5,969 | $397.8K | 0.01% | −363−5.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,150 | $409.9K | 0.00% | −3,161−33.9% | Reduced |
| Ronald Blue Trust, Inc. | 6,161 | $410.6K | 0.01% | +21+0.3% | Added |
| Executive Wealth Management, LLC | 6,368 | $424.4K | 0.03% | −9−0.1% | Reduced |
| Danske Bank A/S | 6,800 | $453.2K | 0.00% | +3,800+126.7% | Added |
| Shell Asset Management Co | 6,972 | $465.0K | 0.02% | −8,358−54.5% | Reduced |
| V-Square Quantitative Management LLC | 7,023 | $468.1K | 0.07% | −235−3.2% | Reduced |
| Advisory Alpha, LLC | 7,206 | $480.3K | 0.02% | +593+9.0% | Added |
| CIBC Private Wealth Group, LLC | 7,289 | $483.3K | 0.00% | −66,247−90.1% | Reduced |
| Kestra Advisory Services, LLC | 7,253 | $483.4K | 0.00% | +607+9.1% | Added |
| GWN Securities Inc. | 7,404 | $487.3K | 0.13% | +7,404 | New |
| Acorn Wealth Advisors, LLC | 7,448 | $496.4K | 0.20% | +46+0.6% | Added |
| Two Sigma Advisers, LP | 7,500 | $499.9K | 0.00% | +7,500 | New |
| Federation des caisses Desjardins du Quebec | 7,503 | $499.9K | 0.00% | +1,873+33.3% | Added |
| Boit C F David | 7,800 | $519.9K | 0.26% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,027 | $535.0K | 0.00% | −15−0.2% | Reduced |
| Summit Financial, LLC | 8,182 | $545.4K | 0.02% | +76+0.9% | Added |
| Aster Capital Management (DIFC) Ltd | 8,210 | $547.2K | 0.21% | −17,186−67.7% | Reduced |
| Centennial Wealth Advisory LLC | 8,242 | $549.3K | 0.22% | +759+10.1% | Added |
| RSM US Wealth Management LLC | 8,254 | $550.0K | 0.01% | −190−2.3% | Reduced |
| Legacy Capital Group California, Inc. | 8,288 | $552.4K | 0.17% | +8,288 | New |
| Altfest L J & Co Inc | 8,491 | $565.9K | 0.07% | −5,860−40.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,737 | $582.3K | 0.05% | −143−1.6% | Reduced |
| Bryn Mawr Trust Co | 8,810 | $587.2K | 0.01% | +464+5.6% | Added |
| Finer Wealth Management, Inc. | 9,000 | $599.9K | 0.34% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 9,002 | $600.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,010 | $600.5K | 0.04% | +3,079+51.9% | Added |
| Hantz Financial Services, Inc. | 9,054 | $603.0K | 0.01% | −3,494−27.8% | Reduced |
| Commerce Bank | 9,151 | $609.9K | 0.00% | −162−1.7% | Reduced |
| Foster & Motley Inc | 9,226 | $615.0K | 0.04% | −44−0.5% | Reduced |
| Allstate Corp | 9,237 | $615.6K | 0.02% | +9,237 | New |
| United Capital Financial Advisers, LLC | 9,395 | $626.2K | 0.01% | +385+4.3% | Added |
| Jane Street Group, LLC | 9,437 | $629.0K | 0.00% | −2,251−19.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,486 | $632.2K | 0.01% | +19+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 9,520 | $634.5K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,523 | $635.0K | 0.00% | +44+0.5% | Added |
| Oak Thistle LLC | 9,566 | $637.6K | 0.19% | +3,309+52.9% | Added |
| Whittier Trust Co | 9,610 | $640.5K | 0.01% | +78+0.8% | Added |
| Capstone Investment Advisors, LLC | 9,614 | $640.8K | 0.01% | +3,200+49.9% | Added |
| Atria Wealth Solutions, Inc. | 9,737 | $649.0K | 0.01% | −299−3.0% | Reduced |
| Empirical Finance, LLC | 9,931 | $661.9K | 0.04% | −117−1.2% | Reduced |
| Gotham Asset Management, LLC | 9,954 | $663.4K | 0.01% | −12,937−56.5% | Reduced |
| BKM Wealth Management, LLC | 9,958 | $663.7K | 0.27% | +535+5.7% | Added |
| Maridea Wealth Management LLC | 9,966 | $664.2K | 0.21% | +9,966 | New |
| Qtron Investments LLC | 10,320 | $687.8K | 0.10% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 10,329 | $688.5K | 0.00% | −3,682−26.3% | Reduced |
| Sequoia Financial Advisors, LLC | 10,407 | $693.6K | 0.01% | +393+3.9% | Added |
| Dark Forest Capital Management LP | 10,472 | $698.0K | 0.10% | −2,831−21.3% | Reduced |
| Bleakley Financial Group, LLC | 10,754 | $716.7K | 0.02% | +1,303+13.8% | Added |
| Integrated Investment Consultants, LLC | 10,861 | $723.9K | 0.15% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 11,024 | $734.8K | 0.01% | −1,019−8.5% | Reduced |
| Meeder Advisory Services, Inc. | 11,045 | $736.1K | 0.05% | −880−7.4% | Reduced |
| Sumitomo Life Insurance Co | 11,087 | $738.9K | 0.01% | −402−3.5% | Reduced |
| Lido Advisors, LLC | 11,152 | $743.3K | 0.00% | +418+3.9% | Added |
| Greenleaf Trust | 11,365 | $757.5K | 0.01% | −29−0.3% | Reduced |
| GAMMA Investing LLC | 11,471 | $764.5K | 0.07% | +738+6.9% | Added |
| Azimuth Capital Investment Management LLC | 11,652 | $776.6K | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 11,702 | $779.9K | 0.02% | +306+2.7% | Added |
| Chesley Taft & Associates LLC | 11,806 | $786.9K | 0.04% | −100−0.8% | Reduced |
| PGGM Investments | 12,013 | $801.0K | 0.01% | +12,013 | New |
| Quantitative Investment Management, LLC | 12,185 | $812.0K | 0.06% | +12,185 | New |
| Icon Advisers Inc | 12,200 | $813.1K | 0.18% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,266 | $818.0K | 0.00% | −2,838−18.8% | Reduced |
| Exchange Traded Concepts, LLC | 12,401 | $826.5K | 0.02% | +345+2.9% | Added |
| Kesler, Norman & Wride, LLC | 12,407 | $827.0K | 0.18% | −40.0% | Reduced |
| Smartleaf Asset Management LLC | 12,426 | $828.0K | 0.08% | +1,166+10.4% | Added |
| Elevated Capital Advisors, LLC | 12,463 | $830.7K | 0.23% | −168−1.3% | Reduced |
| Prospera Financial Services Inc | 12,472 | $831.2K | 0.02% | +142+1.2% | Added |
| Westpac Banking Corp | 12,512 | $833.9K | 0.06% | −1,301−9.4% | Reduced |
| Huntington National Bank | 12,519 | $834.4K | 0.01% | +869+7.5% | Added |
| Moody National Bank Trust Division | 12,542 | $835.9K | 0.09% | −683−5.2% | Reduced |
| Capital International Inc | 12,717 | $847.6K | 0.01% | −672−5.0% | Reduced |
| BLB&B Advisors, LLC | 13,116 | $874.2K | 0.04% | −500−3.7% | Reduced |
| CWM, LLC | 13,168 | $878.0K | 0.00% | +761+6.1% | Added |
| Croban | 13,211 | $880.5K | 0.86% | +13,211 | New |
| Spirit of America Management Corp | 13,300 | $886.4K | 0.18% | +2,500+23.1% | Added |
| Fiduciary Trust Co | 13,669 | $911.0K | 0.01% | −500−3.5% | Reduced |
| Exchange Capital Management, Inc. | 13,681 | $911.9K | 0.14% | −776−5.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,829 | $922.0K | 0.01% | −8,404−37.8% | Reduced |
| Freestone Grove Partners LP | 13,845 | $922.8K | 0.01% | +13,845 | New |
| Mirador Capital Partners LP | 14,121 | $941.2K | 0.17% | +516+3.8% | Added |
| New Mexico Educational Retirement Board | 14,210 | $947.0K | 0.03% | −400−2.7% | Reduced |
| ISAM Funds (UK) Ltd | 14,248 | $949.6K | 0.71% | +14,248 | New |
| Glenmede Trust Co NA | 14,735 | $982.1K | 0.01% | −35,077−70.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,846 | $989.5K | 0.00% | +14,846 | New |
| Vestcor Inc | 15,007 | $1.00M | 0.03% | +6,003+66.7% | Added |
| Pettee Investors, Inc. | 15,368 | $1.02M | 0.52% | 00.0% | Unchanged |
| Jump Financial, LLC | 15,578 | $1.04M | 0.02% | +483+3.2% | Added |
| Horizon Kinetics Asset Management LLC | 15,675 | $1.04M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,906 | $1.06M | 0.01% | +7,968+100.4% | Added |
| NEOS Investment Management LLC | 16,043 | $1.07M | 0.03% | +3,730+30.3% | Added |
| Securian Asset Management, Inc | 16,057 | $1.07M | 0.03% | −443−2.7% | Reduced |
| Louisiana State Employees Retirement System | 16,100 | $1.07M | 0.02% | −700−4.2% | Reduced |
| Profund Advisors LLC | 16,136 | $1.08M | 0.04% | −1,886−10.5% | Reduced |
| Nordea Investment Management AB | 16,168 | $1.08M | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,473 | $1.10M | 0.02% | −528−3.1% | Reduced |
| Vident Advisory, LLC | 16,657 | $1.11M | 0.02% | +9,030+118.4% | Added |