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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.

Other share classesCMSACMSCCMSDCMS.PC

Q1 2025 vs. Q4 2024

How the institutions holding CMS Energy Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of CMS: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders71612734+30
Shares284.3M1.69M286.9M+4.31M (+1.5%)
Value$18.9B$112.8M$21.5B+$2.71B (+14.4%)

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (94)

Institutions that held CMS Energy Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to CMS in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC1,421,183$106.7M0.03%
Citadel Advisors LLC1,417,315$106.5M0.10%
Vaughan Nelson Investment Management, L.P.554,000$41.6M0.42%
Soroban Capital Partners LP454,437$34.1M0.48%
Aventail Capital Group, LP204,302$15.3M0.76%
SummitTX Capital, L.P.96,219$7.23M0.32%
ASR Vermogensbeheer N.V.88,029$6.61M0.10%
Greenland Capital Management LP83,480$6.27M1.08%
CIBC World Markets Inc.63,036$4.73M0.01%
Delta Global Management LP34,566$2.60M0.19%
OP Asset Management Ltd34,042$2.56M0.04%
Steel Peak Wealth Management LLC32,159$2.42M0.10%
Arrowstreet Capital, Limited Partnership31,539$2.37M0.00%
Rakuten Investment Management, Inc.27,310$2.03M0.01%
Susquehanna Portfolio Strategies, LLC24,876$1.87M0.80%
Tounjian Advisory Partners, LLC20,734$1.56M0.29%
Royal London Asset Management Ltd16,386$1.23M0.00%
Eisler Capital Management Ltd.16,094$1.21M0.04%
Robeco Institutional Asset Management B.V.14,976$1.12M0.00%
Ieq Capital, LLC13,372$1.00M0.01%
Ameritas Advisory Services, LLC12,796$961.1K0.04%
Alamea Verwaltungs GmbH12,112$909.7K0.79%
FORA Capital, LLC10,396$780.8K0.08%
Canton Hathaway, LLC10,000$751.0K0.15%
Zions Bancorporation, National Association9,750$732.3K0.05%
Occudo Quantitative Strategies LP9,848$730.5K0.10%
RIA Advisory Group LLC9,542$716.7K0.23%
Banque Cantonale Vaudoise9,516$714.0K0.03%
United Services Automobile Association8,757$649.6K0.02%
Simplex Trading, LLC8,522$640.0K0.02%
Investment Management Corp of Ontario8,492$637.8K0.01%
OmniStar Financial Group, Inc.8,134$612.5K0.48%
Entropy Technologies, LP7,369$553.5K0.05%
EntryPoint Capital, LLC6,978$524.1K0.24%
Farringdon Capital, Ltd.6,145$461.6K0.23%
Vestmark Advisory Solutions, Inc.5,746$431.6K0.01%
LMR Partners LLP5,054$379.6K0.01%
Segment Wealth Management, LLC5,008$376.2K0.03%
Foundations Investment Advisors, LLC4,693$352.5K0.01%
Sowell Financial Services LLC4,678$351.4K0.02%
MBB Public Markets I LLC4,467$335.5K0.04%
Armis Advisers, LLC4,196$309.0K0.03%
Integrated Wealth Concepts LLC3,896$292.6K0.00%
Scientech Research LLC3,594$269.9K0.07%
Buckingham Strategic Partners3,250$244.1K0.00%
Aaron Wealth Advisors3,201$240.4K0.03%
Sherbrooke Park Advisers LLC3,181$238.9K0.11%
DRW Securities, LLC3,131$235.2K0.02%
Daymark Wealth Partners, LLC3,099$232.7K0.01%
SkyOak Wealth, LLC3,000$225.3K0.05%
Longboard Asset Management, LP2,982$224.0K0.66%
Bradley Foster & Sargent Inc2,950$221.6K0.00%
Syon Capital LLC2,940$220.8K0.02%
Stanley-Laman Group, Ltd.2,839$213.2K0.03%
Parallax Volatility Advisers, L.P.2,814$211.4K0.01%
West Family Investments, Inc.2,802$210.5K0.08%
PharVision Advisers, LLC2,747$206.3K0.29%
Walker Asset Management, LLC2,732$205.2K0.12%
Dana Investment Advisors, Inc.2,702$202.9K0.01%
Checchi Capital Advisers, LLC2,702$202.9K0.01%
Barnes Pettey Financial Advisors, LLC2,700$202.8K0.16%
Citizens Financial Group Inc2,665$200.2K0.00%
CX Institutional1,967$148.0K0.01%
HWG Holdings LP1,300$97.6K0.04%
TD Private Client Wealth LLC1,088$81.7K0.00%
NBC Securities, Inc.999$75.0K0.01%
Bernard Wealth Management Corp.962$72.3K0.04%
Towarzystwo Funduszy Inwestycyjnych Pzu SA370$27.8K0.01%
Eastern Bank295$22.2K0.00%
Twin Tree Management, LP289$21.7K0.00%
Missouri Trust & Investment Co231$17.4K0.01%
Motco156$11.7K0.00%
South State Corp.129$9.69K0.00%
Private Wealth Asset Management, LLC129$9.69K0.00%
Clal Insurance Enterprises Holdings Ltd118$9.00K0.00%
Saudi Central Bank118$8.86K0.05%
Ameriflex Group, Inc.81$6.08K0.00%
ORG Partners LLC75$5.63K0.00%
Greenline Partners, LLC70$5.26K0.00%
City Holding Co55$4.13K0.00%
Harvest Fund Management Co., Ltd59$4.00K0.00%
First Command Advisory Services, Inc.45$3.38K0.00%
Highline Wealth Partners LLC44$3.31K0.00%
Farmers & Merchants Trust Co of Chambersburg PA32$2.00K0.00%
MJT & Associates Financial Advisory Group, Inc.23$1.73K0.00%
Hughes Financial Services, LLC22$1.65K0.00%
ROSS\JOHNSON & Associates LLC10$7510.01%
Rialto Wealth Management, LLC7$5260.00%
Bay Harbor Wealth Management, LLC7$5250.00%
HFM Investment Advisors, LLC5$3760.00%
American Capital Advisory, LLC4$3010.00%
Rakuten Securities, Inc.4$3000.00%
Rossby Financial, LCC3$2170.00%
Ogorek Anthony Joseph9$00.00%

Sold out (64)

Institutions that held CMS Energy Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of CMS in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
ExodusPoint Capital Management, LP2,556,267$170.4M
Zimmer Partners, LP1,337,928$89.2M
Adage Capital Partners GP, L.L.C.279,161$18.6M
Verition Fund Management LLC164,577$11.0M
Crestline Management, LP128,797$8.58M
Wexford Capital LP108,143$7.21M
Edgestream Partners, L.P.60,335$4.02M
WBI Investments53,719$3.58M
Tudor Investment Corp Et Al28,870$1.92M
Sciencast Management LP24,229$1.61M
Inceptionr LLC17,876$1.19M
Walleye Capital LLC15,906$1.06M
Pettee Investors, Inc.15,368$1.02M
ISAM Funds (UK) Ltd14,248$949.6K
Westpac Banking Corp12,512$833.9K
Quantitative Investment Management, LLC12,185$812.0K
Dark Forest Capital Management LP10,472$698.0K
Maridea Wealth Management LLC9,966$664.2K
Atria Wealth Solutions, Inc.9,737$649.0K
Capstone Investment Advisors, LLC9,614$640.8K
GWN Securities Inc.7,404$487.3K
Aigen Investment Management, LP5,516$367.6K
Boston Private Wealth LLC5,489$365.8K
WSFS Capital Management, LLC4,760$317.3K
Great Lakes Advisors, LLC4,334$288.8K
Qsemble Capital Management, LP4,062$270.7K
Trust Point Inc.3,682$245.4K
Morningstar Investment Management LLC3,627$242.0K
Dynamic Technology Lab Private Ltd3,474$232.0K
Gsa Capital Partners LLP3,167$211.0K
Tiaa Trust, National Association3,010$200.6K
Venturi Wealth Management, LLC2,670$178.0K
Mediolanum International Funds Ltd2,648$176.0K
Virtus ETF Advisers LLC2,532$168.8K
Caitlin John, LLC1,468$97.8K
Proequities, Inc.958$63.8K
Mizuho Bank, Ltd.910$60.7K
Optiver Holding B.V.813$54.2K
Beaird Harris Wealth Management, LLC387$25.8K
Bayforest Capital Ltd353$23.5K
Altshuler Shaham Ltd320$21.3K
Elequin Capital LP208$13.9K
Transcendent Capital Group LLC200$13.3K
Meeder Asset Management Inc180$12.0K
FPC Investment Advisory, Inc.141$9.31K
Vermillion & White Wealth Management Group, LLC78$5.20K
C M Bidwell & Associates Ltd69$4.60K
Tucker Asset Management LLC63$4.20K
Mowery & Schoenfeld Wealth Management, LLC48$3.20K
Eagle Bay Advisors LLC48$3.17K
Millstone Evans Group, LLC42$2.80K
Conquis Financial LLC41$2.73K
Kestra Investment Management, LLC31$2.04K
Coston, McIsaac & Partners38$2.00K
WealthCollab, LLC27$1.80K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC25$1.67K
Clark Wealth Partners16$1.07K
Capital Analysts, LLC17$1.00K
MCF Advisors LLC12$800
Golden State Wealth Management, LLC10$667
Sugar Maple Asset Management, LLC5$333
Abound Wealth Management4$258
Financial Life Planners0$24
Wood Tarver Financial Group, LLC2$0

Not filed for Q1 2025 yet (12)

Institutions that held CMS Energy Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC1,608,392$107.2M
Mesirow Institutional Investment Management, Inc.48,796$3.25M
Zions Bancorporation, N.A.9,010$600.5K
Executive Wealth Management, LLC6,368$424.4K
Lakeview Capital Partners, LLC4,683$312.1K
Wetherby Asset Management Inc4,532$302.1K
Vise Technologies, Inc.4,362$290.7K
Oliver Lagore Vanvalin Investment Group3,745$249.6K
Global Retirement Partners, LLC2,165$144.3K
Hilltop National Bank300$20.0K
Sugarloaf Wealth Management, LLC203$13.6K
Cassady Schiller Wealth Management, LLC28$1.87K