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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

13F holders, Q1 2025

Institutional positions in CMS Energy Corp as of Mar 31, 2025. 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
734
+30 vs. Q4 2024
Shares held
286.9M
+4.31M (+1.5%) vs. Q4 2024
Total value
$21.5B
+$2.71B (+14.4%) vs. Q4 2024
New holders
94
289 more added
Sold out
64
238 more reduced

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 734 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ1 2025: $21.5B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2024.

Institutions holding CMS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph9$00.00%+9New
PSI Advisors, LLC1$750.00%00.0%Unchanged
TFC Financial Management1$760.00%00.0%Unchanged
Cape Investment Advisory, Inc.2$1500.00%−13−86.7%Reduced
Rossby Financial, LCC3$2170.00%+3New
Rakuten Securities, Inc.4$3000.00%+4New
American Capital Advisory, LLC4$3010.00%+4New
Riggs Asset Managment Co. Inc.5$3760.00%00.0%Unchanged
Redwood Park Advisors LLC5$3760.00%00.0%Unchanged
Financial Management Professionals, Inc.5$3760.00%00.0%Unchanged
HFM Investment Advisors, LLC5$3760.00%+5New
Bay Harbor Wealth Management, LLC7$5250.00%+7New
Parkworth Wealth Management, Inc.7$5260.00%+2+40.0%Added
Rialto Wealth Management, LLC7$5260.00%+7New
Principia Wealth Advisory, LLC8$5690.00%00.0%Unchanged
MPWM Advisory Solutions, LLC8$6010.00%00.0%Unchanged
Winnow Wealth LLC9$6350.00%+3+50.0%Added
Orion Capital Management LLC9$6760.00%00.0%Unchanged
Creative Financial Designs Inc10$7510.00%00.0%Unchanged
NVWM, LLC10$7510.00%00.0%Unchanged
Chesapeake Asset Management LLC10$7510.00%00.0%Unchanged
Ancora Advisors, LLC10$7510.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC10$7510.01%+10New
Wolff Wiese Magana LLC10$7520.00%00.0%Unchanged
Sierra Ocean, LLC10$7540.00%00.0%Unchanged
Valued Wealth Advisors LLC12$9020.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC14$1.05K0.00%00.0%Unchanged
Nova Wealth Management, Inc.14$1.05K0.00%00.0%Unchanged
Salomon & Ludwin, LLC18$1.35K0.00%00.0%Unchanged
Rise Advisors, LLC19$1.43K0.00%−178−90.4%Reduced
Iron Horse Wealth Management, LLC20$1.50K0.00%00.0%Unchanged
Capital A Wealth Management, LLC20$1.50K0.00%+4+25.0%Added
ESL Trust Services, LLC22$1.65K0.00%00.0%Unchanged
Hughes Financial Services, LLC22$1.65K0.00%+22New
MJT & Associates Financial Advisory Group, Inc.23$1.73K0.00%+23New
Private Wealth Management Group, LLC24$1.80K0.00%00.0%Unchanged
Raleigh Capital Management Inc.26$1.95K0.00%−215−89.2%Reduced
Farmers & Merchants Trust Co of Chambersburg PA32$2.00K0.00%+32New
Archer Investment Corp31$2.30K0.00%+1+3.3%Added
DiNuzzo Private Wealth, Inc.35$2.63K0.00%+5+16.7%Added
WealthTrak Capital Management LLC35$2.63K0.00%+25+250.0%Added
Boyd Watterson Asset Management LLC39$2.93K0.00%00.0%Unchanged
Avion Wealth55$3.00K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc46$3.07K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC41$3.08K0.00%−8−16.3%Reduced
Trifecta Capital Advisors, LLC42$3.15K0.00%00.0%Unchanged
Central Trust Co43$3.23K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.43$3.23K0.00%00.0%Unchanged
Highline Wealth Partners LLC44$3.31K0.00%+44New
First Command Advisory Services, Inc.45$3.38K0.00%+45New
SBI Securities Co., Ltd.46$3.46K0.00%−1−2.1%Reduced
Key Financial Inc46$3.46K0.00%00.0%Unchanged
TD Capital Management LLC51$3.81K0.00%+1+2.0%Added
Harvest Fund Management Co., Ltd59$4.00K0.00%+59New
City Holding Co55$4.13K0.00%+55New
Birchbrook, Inc.58$4.36K0.00%00.0%Unchanged
Raffa Wealth Management, LLC61$4.58K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC61$4.58K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.62$4.66K0.00%−32−34.0%Reduced
Main Street Group, LTD64$4.75K0.00%+30+88.2%Added
City State Bank65$4.88K0.00%00.0%Unchanged
Cornerstone Planning Group LLC70$5.14K0.00%+15+27.3%Added
Dunhill Financial, LLC69$5.20K0.00%−6−8.0%Reduced
Bell Investment Advisors, Inc70$5.26K0.00%00.0%Unchanged
Greenline Partners, LLC70$5.26K0.00%+70New
TCTC Holdings, LLC73$5.48K0.00%00.0%Unchanged
ORG Partners LLC75$5.63K0.00%+75New
Ameriflex Group, Inc.81$6.08K0.00%+81New
Washington Trust Co86$6.48K0.00%−1−1.1%Reduced
Whipplewood Advisors, LLC132$6.83K0.00%+30+29.4%Added
Rosenberg Matthew Hamilton92$6.91K0.00%00.0%Unchanged
True Wealth Design, LLC103$7.74K0.00%+86+505.9%Added
Sound Income Strategies, LLC111$8.36K0.00%−10−8.3%Reduced
HighMark Wealth Management LLC117$8.79K0.01%00.0%Unchanged
Saudi Central Bank118$8.86K0.05%+118New
Clal Insurance Enterprises Holdings Ltd118$9.00K0.00%+118New
Atticus Wealth Management, LLC120$9.01K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC121$9.09K0.00%−2−1.6%Reduced
Center for Financial Planning, Inc.121$9.10K0.00%−7−5.5%Reduced
Aspect Partners, LLC126$9.46K0.01%00.0%Unchanged
Private Wealth Asset Management, LLC129$9.69K0.00%+129New
South State Corp.129$9.69K0.00%+129New
Fortitude Family Office, LLC141$10.6K0.00%00.0%Unchanged
DT Investment Partners, LLC145$10.9K0.00%00.0%Unchanged
GW&K Investment Management, LLC147$11.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC150$11.3K0.00%+21+16.3%Added
West Paces Advisors Inc.154$11.6K0.00%00.0%Unchanged
Motco156$11.7K0.00%+156New
GF Fund Management Co. Ltd.158$11.9K0.00%−3−1.9%Reduced
Atwood & Palmer Inc160$12.0K0.00%00.0%Unchanged
Holos Integrated Wealth LLC168$12.6K0.01%00.0%Unchanged
Bangor Savings Bank168$12.7K0.00%+1+0.6%Added
Beacon Capital Management, LLC169$12.7K0.00%+1+0.6%Added
GPS Wealth Strategies Group, LLC174$13.1K0.00%00.0%Unchanged
TSFG, LLC200$15.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc206$15.5K0.00%00.0%Unchanged
HM Payson & Co215$16.1K0.00%+79+58.1%Added
Nemes Rush Group LLC216$16.2K0.00%−10−4.4%Reduced
First Pacific Financial218$16.4K0.00%00.0%Unchanged