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 |
|---|---|---|---|---|---|
| Baader Bank INC | 3,378 | $225.0K | 0.02% | −24−0.7% | Reduced |
| Savant Capital, LLC | 3,334 | $222.2K | 0.00% | +3,334 | New |
| Stiles Financial Services Inc | 3,296 | $219.6K | 0.08% | +25+0.8% | Added |
| Siemens Fonds Invest GmbH | 3,229 | $215.1K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,216 | $214.3K | 0.02% | −560−14.8% | Reduced |
| Resources Investment Advisors, LLC. | 3,214 | $214.2K | 0.00% | −411−11.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,200 | $213.3K | 0.01% | +283+9.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,181 | $212.0K | 0.01% | +3,181 | New |
| GTS Securities LLC | 3,178 | $211.8K | 0.01% | −348−9.9% | Reduced |
| Gsa Capital Partners LLP | 3,167 | $211.0K | 0.02% | +3,167 | New |
| Venture Visionary Partners LLC | 3,150 | $210.0K | 0.01% | −385−10.9% | Reduced |
| CoreCap Advisors, LLC | 3,124 | $208.2K | 0.01% | +297+10.5% | Added |
| Cigna Investments Inc | 3,084 | $206.0K | 0.04% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,028 | $201.8K | 0.00% | +3,028 | New |
| Ameritas Investment Partners, Inc. | 3,026 | $201.7K | 0.01% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 3,014 | $200.9K | 0.10% | −107−3.4% | Reduced |
| Tiaa Trust, National Association | 3,010 | $200.6K | 0.00% | +124+4.3% | Added |
| Parallel Advisors, LLC | 2,955 | $197.0K | 0.00% | +865+41.4% | Added |
| Venturi Wealth Management, LLC | 2,670 | $178.0K | 0.01% | +1,157+76.5% | Added |
| Brown Brothers Harriman & Co | 2,664 | $177.6K | 0.00% | +2,253+548.2% | Added |
| Mediolanum International Funds Ltd | 2,648 | $176.0K | 0.00% | +2,648 | New |
| Clearstead Advisors, LLC | 2,579 | $171.9K | 0.00% | −46−1.8% | Reduced |
| Virtus ETF Advisers LLC | 2,532 | $168.8K | 0.07% | −213−7.8% | Reduced |
| Spire Wealth Management | 2,396 | $159.7K | 0.00% | +93+4.0% | Added |
| Global Retirement Partners, LLC | 2,165 | $144.3K | 0.00% | −439−16.9% | Reduced |
| Alaska Permanent Fund Corp | 2,070 | $138.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,006 | $133.7K | 0.02% | +5+0.2% | Added |
| Ostrum Asset Management | 1,963 | $130.8K | 0.01% | −82−4.0% | Reduced |
| Principal Securities, Inc. | 1,956 | $130.4K | 0.00% | +490+33.4% | Added |
| Crewe Advisors LLC | 1,905 | $127.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,791 | $119.4K | 0.01% | −464−20.6% | Reduced |
| Mattson Financial Services, LLC | 1,631 | $115.2K | 0.04% | +1,452+811.2% | Added |
| Geneos Wealth Management Inc. | 1,685 | $112.3K | 0.00% | +6+0.4% | Added |
| State of Wyoming | 1,648 | $109.8K | 0.01% | −167−9.2% | Reduced |
| Allworth Financial LP | 1,634 | $108.8K | 0.00% | +3+0.2% | Added |
| Rothschild Investment LLC | 1,603 | $106.8K | 0.01% | +8+0.5% | Added |
| MAI Capital Management | 1,569 | $104.6K | 0.00% | +1,569 | New |
| Acadian Asset Management LLC | 1,551 | $103.0K | 0.00% | 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 |
| Oakworth Capital, Inc. | 1,495 | $99.6K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,480 | $98.6K | 0.05% | −75−4.8% | Reduced |
| Caitlin John, LLC | 1,468 | $97.8K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $93.8K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,404 | $93.6K | 0.00% | +792+129.4% | Added |
| SRS Capital Advisors, Inc. | 1,352 | $90.2K | 0.01% | −1,062−44.0% | Reduced |
| GeoWealth Management, LLC | 1,291 | $86.0K | 0.00% | +60+4.9% | Added |
| Private Trust Co NA | 1,281 | $85.4K | 0.01% | +299+30.4% | Added |
| Quent Capital, LLC | 1,213 | $80.9K | 0.01% | −57−4.5% | Reduced |
| CVA Family Office, LLC | 1,195 | $79.6K | 0.01% | +372+45.2% | Added |
| TD Waterhouse Canada Inc. | 1,191 | $79.4K | 0.00% | +376+46.1% | Added |
| Lindbrook Capital, LLC | 1,120 | $74.6K | 0.01% | +91+8.8% | Added |
| Quarry LP | 1,118 | $74.5K | 0.01% | +299+36.5% | Added |
| Farther Finance Advisors, LLC | 1,117 | $74.5K | 0.00% | −307−21.6% | Reduced |
| Ci Investments Inc. | 1,116 | $74.0K | 0.00% | +151+15.6% | Added |
| Montag A & Associates Inc | 1,100 | $73.3K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,092 | $73.0K | 0.03% | −178−14.0% | Reduced |
| IFP Advisors, Inc | 992 | $72.8K | 0.00% | −867−46.6% | Reduced |
| Catalyst Capital Advisors LLC | 1,088 | $72.5K | 0.00% | +1,088 | New |
| Caldwell Trust Co | 1,087 | $72.4K | 0.01% | 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 |
| Centerpoint Advisors, LLC | 1,000 | $67.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 999 | $66.6K | 0.00% | −61−5.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 976 | $65.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 958 | $63.8K | 0.00% | +294+44.3% | Added |
| Robbins Farley LLC | 932 | $62.1K | 0.03% | +932 | New |
| Mizuho Bank, Ltd. | 910 | $60.7K | 0.02% | +910 | New |
| Parkside Financial Bank & Trust | 886 | $59.1K | 0.01% | +14+1.6% | Added |
| Cromwell Holdings LLC | 884 | $58.9K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 873 | $58.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 813 | $54.2K | 0.00% | +229+39.2% | Added |
| Harbour Investments, Inc. | 804 | $53.6K | 0.00% | +4+0.5% | Added |
| Penserra Capital Management LLC | 780 | $51.0K | 0.00% | +756+3,150.0% | Added |
| Salem Investment Counselors Inc | 755 | $50.3K | 0.00% | 00.0% | Unchanged |
| Tobam | 746 | $50.0K | 0.02% | −122−14.1% | Reduced |
| Larson Financial Group LLC | 720 | $48.0K | 0.00% | +696+2,900.0% | Added |
| TruNorth Capital Management, LLC | 712 | $47.5K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 670 | $44.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 653 | $43.5K | 0.01% | +89+15.8% | Added |
| WPG Advisers, LLC | 616 | $41.1K | 0.04% | +616 | New |
| Global Financial Private Client, LLC | 594 | $39.6K | 0.01% | +7+1.2% | Added |
| Manchester Capital Management LLC | 552 | $36.8K | 0.00% | +24+4.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 539 | $35.9K | 0.02% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 528 | $35.2K | 0.02% | +528 | New |
| Hemington Wealth Management | 534 | $35.0K | 0.01% | +59+12.4% | Added |
| First Horizon Advisors, Inc. | 514 | $34.3K | 0.00% | +79+18.2% | Added |
| St Germain D J Co Inc | 513 | $34.2K | 0.00% | +100+24.2% | Added |
| Richardson Financial Services Inc. | 455 | $30.3K | 0.02% | +235+106.8% | Added |
| Hexagon Capital Partners LLC | 447 | $29.8K | 0.01% | +104+30.3% | Added |
| BankPlus Trust Department | 430 | $28.7K | 0.01% | +430 | New |
| Front Row Advisors LLC | 420 | $28.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $27.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 408 | $27.2K | 0.00% | −56−12.1% | Reduced |
| Deseret Mutual Benefit Administrators | 405 | $27.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 401 | $26.7K | 0.00% | +37+10.2% | Added |
| Heritage Wealth Advisors | 400 | $26.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 387 | $25.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 353 | $23.5K | 0.03% | +353 | New |