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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 7,500 | $499.9K | 0.00% | +7,500 | New |
| Acorn Wealth Advisors, LLC | 7,448 | $496.4K | 0.20% | +46+0.6% | Added |
| GWN Securities Inc. | 7,404 | $487.3K | 0.13% | +7,404 | New |
| Kestra Advisory Services, LLC | 7,253 | $483.4K | 0.00% | +607+9.1% | Added |
| CIBC Private Wealth Group, LLC | 7,289 | $483.3K | 0.00% | −66,247−90.1% | Reduced |
| Advisory Alpha, LLC | 7,206 | $480.3K | 0.02% | +593+9.0% | Added |
| V-Square Quantitative Management LLC | 7,023 | $468.1K | 0.07% | −235−3.2% | Reduced |
| Shell Asset Management Co | 6,972 | $465.0K | 0.02% | −8,358−54.5% | Reduced |
| Danske Bank A/S | 6,800 | $453.2K | 0.00% | +3,800+126.7% | Added |
| Executive Wealth Management, LLC | 6,368 | $424.4K | 0.03% | −9−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 6,161 | $410.6K | 0.01% | +21+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,150 | $409.9K | 0.00% | −3,161−33.9% | Reduced |
| Conning Inc. | 5,969 | $397.8K | 0.01% | −363−5.7% | Reduced |
| TownSquare Capital, LLC | 5,864 | $390.9K | 0.00% | +5,864 | New |
| Accurate Wealth Management, LLC | 5,901 | $384.1K | 0.07% | +10+0.2% | Added |
| Blair William & Co | 5,604 | $373.5K | 0.00% | −48−0.8% | Reduced |
| Empowered Funds, LLC | 5,562 | $370.7K | 0.01% | +534+10.6% | Added |
| NewEdge Wealth, LLC | 5,537 | $369.0K | 0.01% | +230+4.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,533 | $368.8K | 0.01% | +55+1.0% | Added |
| Aigen Investment Management, LP | 5,516 | $367.6K | 0.06% | +5,516 | New |
| Boston Private Wealth LLC | 5,489 | $365.8K | 0.01% | +5,489 | New |
| Crestwood Advisors Group LLC | 5,452 | $363.4K | 0.01% | +1,105+25.4% | Added |
| Ballentine Partners, LLC | 5,439 | $362.5K | 0.01% | +379+7.5% | Added |
| International Private Wealth Advisors LLC | 5,406 | $360.3K | 0.36% | +90+1.7% | Added |
| Fulton Bank, N.A. | 5,362 | $357.4K | 0.01% | +734+15.9% | Added |
| Pitcairn Co | 5,300 | $353.2K | 0.02% | +948+21.8% | Added |
| Strategy Asset Managers LLC | 5,224 | $348.2K | 0.07% | +102+2.0% | Added |
| Wedbush Securities Inc | 5,196 | $346.0K | 0.01% | −81−1.5% | Reduced |
| Prelude Capital Management, LLC | 5,190 | $345.9K | 0.03% | +516+11.0% | Added |
| Belpointe Asset Management LLC | 5,017 | $340.5K | 0.02% | −158−3.1% | Reduced |
| Carrera Capital Advisors | 5,074 | $338.2K | 0.08% | 00.0% | Unchanged |
| Ethic Inc. | 5,048 | $336.5K | 0.01% | +5,048 | New |
| HighPoint Advisor Group LLC | 4,830 | $335.4K | 0.02% | +310+6.9% | Added |
| 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 |
| Moment Partners, LLC | 4,855 | $323.6K | 0.06% | +4,855 | New |
| Chatham Capital Group, Inc. | 4,830 | $321.9K | 0.05% | +100+2.1% | Added |
| LifeWealth Investments, LLC | 4,829 | $321.8K | 0.21% | +4,829 | New |
| Coldstream Capital Management Inc | 4,824 | $321.5K | 0.01% | +365+8.2% | Added |
| Wedmont Private Capital | 4,938 | $321.4K | 0.02% | +4,938 | New |
| Kestra Private Wealth Services, LLC | 4,776 | $318.3K | 0.01% | +128+2.8% | Added |
| Ossiam | 4,765 | $317.6K | 0.01% | −1,101−18.8% | Reduced |
| WSFS Capital Management, LLC | 4,760 | $317.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,752 | $316.7K | 0.01% | +220+4.9% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $316.6K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 4,745 | $316.3K | 0.20% | −50−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 4,688 | $312.5K | 0.13% | +10+0.2% | Added |
| Lakeview Capital Partners, LLC | 4,683 | $312.1K | 0.07% | +4,683 | New |
| XTX Topco Ltd | 4,682 | $312.1K | 0.03% | −1,512−24.4% | Reduced |
| Frank, Rimerman Advisors LLC | 4,669 | $311.2K | 0.02% | +556+13.5% | Added |
| Quadrant Capital Group LLC | 4,637 | $309.1K | 0.02% | +120+2.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,289 | $303.0K | 0.10% | −88−2.0% | Reduced |
| Wetherby Asset Management Inc | 4,532 | $302.1K | 0.01% | −393−8.0% | Reduced |
| Oxler Private Wealth LLC | 4,491 | $299.3K | 0.10% | −278−5.8% | Reduced |
| Pallas Capital Advisors LLC | 4,459 | $297.2K | 0.01% | +173+4.0% | Added |
| Fifth Third Wealth Advisors LLC | 4,421 | $294.7K | 0.02% | +681+18.2% | Added |
| MUFG Securities Americas Inc. | 4,411 | $294.0K | 0.04% | +4,411 | New |
| Trust Co of the South | 4,404 | $293.5K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,362 | $290.7K | 0.02% | +4,362 | New |
| Great Lakes Advisors, LLC | 4,334 | $288.8K | 0.00% | −38−0.9% | Reduced |
| Stephens Consulting, LLC | 4,327 | $288.4K | 0.07% | +225+5.5% | Added |
| Capital Investment Advisors, LLC | 4,321 | $288.0K | 0.01% | −232−5.1% | Reduced |
| Vontobel Holding Ltd. | 4,262 | $284.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,179 | $278.5K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,172 | $278.1K | 0.03% | +269+6.9% | Added |
| Horizon Investments, LLC | 4,139 | $275.9K | 0.01% | +85+2.1% | Added |
| Martingale Asset Management L P | 4,114 | $274.2K | 0.01% | +4,114 | New |
| Apollon Wealth Management, LLC | 4,109 | $273.9K | 0.01% | +659+19.1% | Added |
| Man Group plc | 4,065 | $270.9K | 0.00% | −97,164−96.0% | Reduced |
| Qsemble Capital Management, LP | 4,062 | $270.7K | 0.04% | +4,062 | New |
| Mather Group, LLC. | 3,996 | $266.3K | 0.00% | +220+5.8% | Added |
| Boothbay Fund Management, LLC | 3,842 | $256.1K | 0.01% | +3,842 | New |
| Financial Advisors Network, Inc. | 3,831 | $255.3K | 0.04% | +3,831 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 9,420 | $252.0K | 0.04% | +575+6.5% | Added |
| SageView Advisory Group, LLC | 3,762 | $250.7K | 0.01% | +249+7.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $249.6K | 0.06% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,822 | $248.8K | 0.06% | +21+0.6% | Added |
| Massmutual Trust Co FSB | 3,732 | $248.7K | 0.01% | −159−4.1% | Reduced |
| Aventura Private Wealth, LLC | 3,726 | $248.3K | 0.13% | +3,726 | New |
| Trust Point Inc. | 3,682 | $245.4K | 0.02% | +18+0.5% | Added |
| Morningstar Investment Management LLC | 3,627 | $242.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,619 | $241.2K | 0.00% | +3,619 | New |
| Journey Advisory Group, LLC | 4,050 | $241.1K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,617 | $241.1K | 0.01% | −368−9.2% | Reduced |
| New Age Alpha Advisors, LLC | 3,597 | $239.7K | 0.01% | +3,348+1,344.6% | Added |
| Gen-Wealth Partners Inc | 3,573 | $238.1K | 0.10% | −313−8.1% | Reduced |
| Commerzbank Aktiengesellschaft | 3,566 | $238.0K | 0.01% | +3,566 | New |
| CAPROCK Group, Inc. | 3,556 | $237.0K | 0.01% | +3,556 | New |
| Pointe Capital Management LLC | 3,515 | $234.3K | 0.13% | 00.0% | Unchanged |
| Essex Savings Bank | 3,508 | $233.8K | 0.06% | −31−0.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,506 | $233.7K | 0.09% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,474 | $232.0K | 0.04% | −1,773−33.8% | Reduced |
| National Asset Management, Inc. | 3,475 | $231.6K | 0.01% | +2+0.1% | Added |
| Continuum Advisory, LLC | 3,472 | $231.4K | 0.03% | +395+12.8% | Added |
| Full Sail Capital, LLC | 3,445 | $229.6K | 0.01% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,428 | $228.5K | 0.07% | −21−0.6% | Reduced |
| VeraBank, N.A. | 3,400 | $226.6K | 0.06% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,396 | $226.4K | 0.03% | +15+0.4% | Added |
| Strait & Sound Wealth Management LLC | 3,393 | $226.1K | 0.11% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,382 | $225.4K | 0.06% | +3,382 | New |