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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 2,826 | $212.3K | 0.00% | −202−6.7% | Reduced |
| Stanley-Laman Group, Ltd. | 2,839 | $213.2K | 0.03% | +2,839 | New |
| Ameritas Investment Partners, Inc. | 2,847 | $213.8K | 0.01% | −179−5.9% | Reduced |
| Cigna Investments Inc | 2,903 | $218.0K | 0.04% | −181−5.9% | Reduced |
| Syon Capital LLC | 2,940 | $220.8K | 0.02% | +2,940 | New |
| Bradley Foster & Sargent Inc | 2,950 | $221.6K | 0.00% | +2,950 | New |
| Longboard Asset Management, LP | 2,982 | $224.0K | 0.66% | +2,982 | New |
| SkyOak Wealth, LLC | 3,000 | $225.3K | 0.05% | +3,000 | New |
| Venture Visionary Partners LLC | 3,046 | $228.8K | 0.01% | −104−3.3% | Reduced |
| Daymark Wealth Partners, LLC | 3,099 | $232.7K | 0.01% | +3,099 | New |
| Prosperity Financial Group, Inc. | 3,116 | $234.0K | 0.12% | +102+3.4% | Added |
| DRW Securities, LLC | 3,131 | $235.2K | 0.02% | +3,131 | New |
| Sherbrooke Park Advisers LLC | 3,181 | $238.9K | 0.11% | +3,181 | New |
| Aaron Wealth Advisors | 3,201 | $240.4K | 0.03% | +3,201 | New |
| Whittier Trust Co of Nevada Inc | 3,244 | $243.6K | 0.01% | +44+1.4% | Added |
| Buckingham Strategic Partners | 3,250 | $244.1K | 0.00% | +3,250 | New |
| Full Sail Capital, LLC | 3,254 | $244.4K | 0.02% | −191−5.5% | Reduced |
| Farther Finance Advisors, LLC | 3,297 | $247.8K | 0.01% | +2,180+195.2% | Added |
| Stiles Financial Services Inc | 3,320 | $249.4K | 0.10% | +24+0.7% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,519 | $251.8K | 0.10% | +13+0.4% | Added |
| Sage Mountain Advisors LLC | 3,360 | $252.4K | 0.02% | +144+4.5% | Added |
| Baader Bank INC | 3,368 | $252.9K | 0.03% | −10−0.3% | Reduced |
| Strait & Sound Wealth Management LLC | 3,393 | $254.8K | 0.12% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,400 | $255.4K | 0.07% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,432 | $257.8K | 0.07% | +4+0.1% | Added |
| Siemens Fonds Invest GmbH | 3,433 | $257.9K | 0.02% | +204+6.3% | Added |
| National Asset Management, Inc. | 3,451 | $259.2K | 0.01% | −24−0.7% | Reduced |
| Gen-Wealth Partners Inc | 3,457 | $259.7K | 0.11% | −116−3.2% | Reduced |
| Essex Savings Bank | 3,459 | $259.8K | 0.06% | −49−1.4% | Reduced |
| Pointe Capital Management LLC | 3,515 | $264.0K | 0.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,542 | $266.1K | 0.00% | +208+6.2% | Added |
| Parallel Advisors, LLC | 3,552 | $266.7K | 0.01% | +597+20.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,562 | $267.5K | 0.00% | −19,492−84.5% | Reduced |
| Commerzbank Aktiengesellschaft | 3,566 | $268.0K | 0.01% | 00.0% | Unchanged |
| Scientech Research LLC | 3,594 | $269.9K | 0.07% | +3,594 | New |
| Massmutual Trust Co FSB | 3,605 | $270.8K | 0.01% | −127−3.4% | Reduced |
| NorthRock Partners, LLC | 3,632 | $272.8K | 0.01% | +15+0.4% | Added |
| Quarry LP | 3,677 | $276.2K | 0.07% | +2,559+228.9% | Added |
| Financial Strategies Group, Inc. | 3,844 | $279.5K | 0.07% | +22+0.6% | Added |
| Aventura Private Wealth, LLC | 3,726 | $279.9K | 0.15% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,766 | $282.9K | 0.01% | +4+0.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,305 | $286.9K | 0.09% | +16+0.4% | Added |
| McDonald Partners LLC | 3,830 | $288.5K | 0.08% | +448+13.2% | Added |
| Integrated Wealth Concepts LLC | 3,896 | $292.6K | 0.00% | +3,896 | New |
| Prudential PLC | 3,913 | $293.9K | 0.00% | −13,188−77.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,952 | $296.8K | 0.00% | +738+23.0% | Added |
| Continuum Advisory, LLC | 3,971 | $298.3K | 0.04% | +499+14.4% | Added |
| Journey Advisory Group, LLC | 4,050 | $304.2K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,087 | $307.0K | 0.05% | +256+6.7% | Added |
| Armis Advisers, LLC | 4,196 | $309.0K | 0.03% | +4,196 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,179 | $313.9K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,197 | $315.2K | 0.04% | +25+0.6% | Added |
| Capital Investment Advisors, LLC | 4,209 | $316.2K | 0.01% | −112−2.6% | Reduced |
| Stephens Consulting, LLC | 4,226 | $317.4K | 0.08% | −101−2.3% | Reduced |
| Horizon Investments, LLC | 4,349 | $324.2K | 0.01% | +210+5.1% | Added |
| Jump Financial, LLC | 4,354 | $327.0K | 0.00% | −11,224−72.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,415 | $331.6K | 0.01% | +1,234+38.8% | Added |
| Trust Co of the South | 4,423 | $332.2K | 0.07% | +19+0.4% | Added |
| MBB Public Markets I LLC | 4,467 | $335.5K | 0.04% | +4,467 | New |
| Pallas Capital Advisors LLC | 4,496 | $337.7K | 0.01% | +37+0.8% | Added |
| Davenport & Co LLC | 4,504 | $338.3K | 0.00% | +885+24.5% | Added |
| Oxler Private Wealth LLC | 4,515 | $339.1K | 0.12% | +24+0.5% | Added |
| Apollon Wealth Management, LLC | 4,605 | $345.9K | 0.01% | +496+12.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,645 | $348.9K | 0.24% | −100−2.1% | Reduced |
| Vontobel Holding Ltd. | 4,662 | $350.2K | 0.00% | +400+9.4% | Added |
| Sowell Financial Services LLC | 4,678 | $351.4K | 0.02% | +4,678 | New |
| Foundations Investment Advisors, LLC | 4,693 | $352.5K | 0.01% | +4,693 | New |
| Coldstream Capital Management Inc | 4,704 | $353.3K | 0.01% | −120−2.5% | Reduced |
| NewEdge Wealth, LLC | 4,707 | $353.6K | 0.01% | −830−15.0% | Reduced |
| Chatham Capital Group, Inc. | 4,730 | $355.3K | 0.06% | −100−2.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,750 | $356.8K | 0.09% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 4,797 | $360.3K | 0.04% | +1,401+41.3% | Added |
| GeoWealth Management, LLC | 4,831 | $362.9K | 0.01% | +3,540+274.2% | Added |
| Moment Partners, LLC | 4,832 | $362.9K | 0.07% | −23−0.5% | Reduced |
| Quadrant Capital Group LLC | 4,897 | $367.8K | 0.01% | +260+5.6% | Added |
| HighPoint Advisor Group LLC | 5,027 | $370.2K | 0.02% | +197+4.1% | Added |
| Silverleafe Capital Partners, LLC | 5,000 | $375.6K | 0.13% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 5,000 | $375.6K | 0.03% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,008 | $376.2K | 0.03% | +5,008 | New |
| Frank, Rimerman Advisors LLC | 5,022 | $377.2K | 0.03% | +353+7.6% | Added |
| LMR Partners LLP | 5,054 | $379.6K | 0.01% | +5,054 | New |
| Blair William & Co | 5,057 | $379.8K | 0.00% | −547−9.8% | Reduced |
| Carrera Capital Advisors | 5,074 | $381.1K | 0.08% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,085 | $381.9K | 0.01% | +1,529+43.0% | Added |
| Belpointe Asset Management LLC | 5,085 | $382.0K | 0.02% | +68+1.4% | Added |
| Prelude Capital Management, LLC | 5,187 | $389.6K | 0.04% | −3−0.1% | Reduced |
| Signaturefd, LLC | 5,216 | $391.8K | 0.01% | +464+9.8% | Added |
| Fulton Bank, N.A. | 5,280 | $396.6K | 0.02% | −82−1.5% | Reduced |
| MUFG Securities Americas Inc. | 5,289 | $397.3K | 0.05% | +878+19.9% | Added |
| Pitcairn Co | 5,296 | $397.8K | 0.02% | −4−0.1% | Reduced |
| Wedbush Securities Inc | 5,304 | $398.0K | 0.01% | +108+2.1% | Added |
| Crestwood Advisors Group LLC | 5,338 | $400.9K | 0.01% | −114−2.1% | Reduced |
| Strategy Asset Managers LLC | 5,359 | $402.5K | 0.08% | +135+2.6% | Added |
| Kestra Private Wealth Services, LLC | 5,393 | $405.1K | 0.01% | +617+12.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,533 | $415.6K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,559 | $417.5K | 0.02% | +1,138+25.7% | Added |
| Wedmont Private Capital | 5,818 | $417.8K | 0.02% | +880+17.8% | Added |
| Accurate Wealth Management, LLC | 5,871 | $421.7K | 0.08% | −30−0.5% | Reduced |
| Ethic Inc. | 5,681 | $426.9K | 0.01% | +633+12.5% | Added |
| Vestmark Advisory Solutions, Inc. | 5,746 | $431.6K | 0.01% | +5,746 | New |