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, 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Riverview Trust Co | 222 | $16.7K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 231 | $17.4K | 0.01% | +231 | New |
| Trust Co of Vermont | 235 | $17.7K | 0.00% | −77−24.7% | Reduced |
| Sandy Spring Bank | 254 | $19.1K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 274 | $20.6K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 289 | $21.7K | 0.00% | +289 | New |
| Sachetta, LLC | 291 | $21.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 295 | $22.2K | 0.00% | +295 | New |
| JNBA Financial Advisors | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 304 | $22.8K | 0.01% | −1,327−81.4% | Reduced |
| SJS Investment Consulting Inc. | 308 | $23.1K | 0.00% | +6+2.0% | Added |
| MV Capital Management, Inc. | 318 | $23.9K | 0.00% | −2−0.6% | Reduced |
| Johnson Financial Group, Inc. | 338 | $25.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $27.8K | 0.01% | +370 | New |
| Heritage Wealth Advisors | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $30.4K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 407 | $30.6K | 0.00% | −1−0.2% | Reduced |
| Lindbrook Capital, LLC | 408 | $30.6K | 0.00% | −712−63.6% | Reduced |
| Tobam | 414 | $31.0K | 0.01% | −332−44.5% | Reduced |
| St Germain D J Co Inc | 413 | $31.0K | 0.00% | −100−19.5% | Reduced |
| CNB Bank | 413 | $31.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $31.5K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 430 | $32.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 439 | $33.0K | 0.00% | +113+34.7% | Added |
| Quest Partners LLC | 451 | $33.9K | 0.00% | +334+285.5% | Added |
| Richards, Merrill & Peterson, Inc. | 484 | $36.4K | 0.02% | −44−8.3% | Reduced |
| Manchester Capital Management LLC | 516 | $38.8K | 0.00% | −36−6.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 539 | $40.5K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 555 | $41.7K | 0.03% | +100+22.0% | Added |
| Hexagon Capital Partners LLC | 560 | $42.1K | 0.01% | +113+25.3% | Added |
| Hemington Wealth Management | 592 | $44.0K | 0.01% | +58+10.9% | Added |
| Global Financial Private Client, LLC | 610 | $45.8K | 0.02% | +16+2.7% | Added |
| WPG Advisers, LLC | 628 | $47.2K | 0.04% | +12+1.9% | Added |
| First Horizon Advisors, Inc. | 637 | $47.9K | 0.00% | +123+23.9% | Added |
| Compagnie Lombard Odier SCmA | 670 | $50.3K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 712 | $53.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 717 | $53.9K | 0.00% | −1,947−73.1% | Reduced |
| Larson Financial Group LLC | 794 | $59.6K | 0.00% | +74+10.3% | Added |
| Sentry Investment Management LLC | 841 | $60.0K | 0.04% | −251−23.0% | Reduced |
| Salem Investment Counselors Inc | 810 | $60.8K | 0.00% | +55+7.3% | Added |
| IFP Advisors, Inc | 759 | $64.4K | 0.00% | −233−23.5% | Reduced |
| Parkside Financial Bank & Trust | 865 | $65.0K | 0.01% | −21−2.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 870 | $65.3K | 0.03% | −106−10.9% | Reduced |
| New Age Alpha Advisors, LLC | 890 | $66.8K | 0.00% | −2,707−75.3% | Reduced |
| Cromwell Holdings LLC | 902 | $67.7K | 0.04% | +18+2.0% | Added |
| Amica Retiree Medical Trust | 905 | $68.0K | 0.10% | −161−15.1% | Reduced |
| Cranbrook Wealth Management, LLC | 915 | $68.7K | 0.02% | +42+4.8% | Added |
| Robbins Farley LLC | 932 | $70.0K | 0.04% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 962 | $72.3K | 0.04% | +962 | New |
| Centerpoint Advisors, LLC | 1,000 | $75.0K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 999 | $75.0K | 0.01% | +999 | New |
| Catalyst Capital Advisors LLC | 1,053 | $79.1K | 0.00% | −35−3.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,054 | $79.2K | 0.01% | −298−22.0% | Reduced |
| Ci Investments Inc. | 1,071 | $80.0K | 0.00% | −45−4.0% | Reduced |
| Grove Bank & Trust | 1,072 | $80.5K | 0.01% | +671+167.3% | Added |
| Caldwell Trust Co | 1,087 | $81.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,088 | $81.7K | 0.00% | +1,088 | New |
| Montag A & Associates Inc | 1,100 | $82.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,110 | $83.4K | 0.00% | +306+38.1% | Added |
| TD Waterhouse Canada Inc. | 1,316 | $85.8K | 0.00% | +125+10.5% | Added |
| CVA Family Office, LLC | 1,214 | $91.2K | 0.01% | +19+1.6% | Added |
| HWG Holdings LP | 1,300 | $97.6K | 0.04% | +1,300 | New |
| Quent Capital, LLC | 1,303 | $97.9K | 0.01% | +90+7.4% | Added |
| Federated Hermes, Inc. | 1,328 | $99.7K | 0.00% | +329+32.9% | Added |
| Costello Asset Management, INC | 1,408 | $105.8K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,443 | $108.0K | 0.07% | +378+35.5% | Added |
| Skopos Labs, Inc. | 1,448 | $108.7K | 0.02% | +795+121.7% | Added |
| Private Trust Co NA | 1,466 | $110.1K | 0.01% | +185+14.4% | Added |
| First Financial Corp | 1,480 | $111.2K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $112.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,499 | $112.6K | 0.09% | −1−0.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,500 | $112.7K | 0.11% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,500 | $112.7K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $116.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,572 | $118.1K | 0.00% | +3+0.2% | Added |
| Rothschild Investment LLC | 1,634 | $122.7K | 0.01% | +31+1.9% | Added |
| Principal Securities, Inc. | 1,956 | $130.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,892 | $140.3K | 0.00% | +258+15.8% | Added |
| Versant Capital Management, Inc | 1,878 | $141.1K | 0.02% | +1,665+781.7% | Added |
| State of Wyoming | 1,899 | $142.6K | 0.02% | +251+15.2% | Added |
| Crewe Advisors LLC | 1,905 | $143.1K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,913 | $143.7K | 0.01% | −50−2.5% | Reduced |
| CX Institutional | 1,967 | $148.0K | 0.01% | +1,967 | New |
| Alaska Permanent Fund Corp | 2,070 | $152.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,030 | $152.5K | 0.02% | +24+1.2% | Added |
| Geneos Wealth Management Inc. | 2,263 | $170.0K | 0.01% | +578+34.3% | Added |
| Clearstead Advisors, LLC | 2,511 | $188.6K | 0.00% | −68−2.6% | Reduced |
| Spire Wealth Management | 2,550 | $191.5K | 0.01% | +154+6.4% | Added |
| EverSource Wealth Advisors, LLC | 2,647 | $198.8K | 0.01% | +856+47.8% | Added |
| Citizens Financial Group Inc | 2,665 | $200.2K | 0.00% | +2,665 | New |
| Barnes Pettey Financial Advisors, LLC | 2,700 | $202.8K | 0.16% | +2,700 | New |
| Dana Investment Advisors, Inc. | 2,702 | $202.9K | 0.01% | +2,702 | New |
| Checchi Capital Advisers, LLC | 2,702 | $202.9K | 0.01% | +2,702 | New |
| Walker Asset Management, LLC | 2,732 | $205.2K | 0.12% | +2,732 | New |
| PharVision Advisers, LLC | 2,747 | $206.3K | 0.29% | +2,747 | New |
| Jones Financial Companies LLLP | 2,783 | $206.5K | 0.00% | +1,379+98.2% | Added |
| CoreCap Advisors, LLC | 2,756 | $207.0K | 0.01% | −368−11.8% | Reduced |
| Atom Investors LP | 2,757 | $207.1K | 0.03% | −39,145−93.4% | Reduced |
| West Family Investments, Inc. | 2,802 | $210.5K | 0.08% | +2,802 | New |
| Parallax Volatility Advisers, L.P. | 2,814 | $211.4K | 0.01% | +2,814 | New |