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 |
|---|---|---|---|---|---|
| Chesapeake Asset Management LLC | 10 | $666 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $666 | 0.00% | +5+100.0% | Added |
| Orion Capital Management LLC | 9 | $600 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 8 | $533 | 0.00% | +8 | New |
| MPWM Advisory Solutions, LLC | 8 | $533 | 0.00% | +8 | New |
| Winnow Wealth LLC | 6 | $345 | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 5 | $334 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $334 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $333 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $333 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $333 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $258 | 0.00% | +4 | New |
| PSI Advisors, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 0 | $24 | 0.00% | 0 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −334,807−100.0% | Sold out |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −192,695−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −154,631−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −142,490−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −124,697−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −118,681−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −92,569−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −82,730−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −76,500−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −51,700−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −254,833−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −44,947−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −43,453−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −38,099−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −35,582−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −24,399−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −22,107−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −20,978−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −20,963−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −19,069−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,358−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −14,359−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −13,909−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −13,779−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −12,095−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,726−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −9,992−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −8,652−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −8,075−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −7,204−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,022−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −6,551−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −6,230−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −5,051−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −4,950−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,939−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −3,895−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −3,567−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,124−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −3,039−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,017−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,785−100.0% | Sold out |
| Blue Chip Partners, Inc. | 0 | $0 | 0.00% | −1,492−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,393−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Union Savings Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |