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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 5,747 | $431.7K | 0.18% | +1,059+22.6% | Added |
| International Private Wealth Advisors LLC | 5,851 | $439.5K | 0.42% | +445+8.2% | Added |
| Conning Inc. | 5,969 | $448.3K | 0.02% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 6,145 | $461.6K | 0.23% | +6,145 | New |
| Ballentine Partners, LLC | 6,296 | $472.9K | 0.01% | +857+15.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,424 | $482.5K | 0.00% | +274+4.5% | Added |
| CIBC Private Wealth Group, LLC | 7,247 | $508.7K | 0.00% | −42−0.6% | Reduced |
| Empowered Funds, LLC | 6,788 | $509.8K | 0.01% | +1,226+22.0% | Added |
| Danske Bank A/S | 6,800 | $510.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,827 | $512.8K | 0.00% | −426−5.9% | Reduced |
| Advisory Alpha, LLC | 6,932 | $520.7K | 0.02% | −274−3.8% | Reduced |
| Shell Asset Management Co | 6,972 | $524.0K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,978 | $524.1K | 0.24% | +6,978 | New |
| Plante Moran Financial Advisors, LLC | 7,113 | $534.2K | 0.05% | −1,624−18.6% | Reduced |
| LifeWealth Investments, LLC | 7,207 | $541.3K | 0.12% | +2,378+49.2% | Added |
| V-Square Quantitative Management LLC | 7,304 | $548.6K | 0.08% | +281+4.0% | Added |
| Entropy Technologies, LP | 7,369 | $553.5K | 0.05% | +7,369 | New |
| Acorn Wealth Advisors, LLC | 7,488 | $562.5K | 0.23% | +40+0.5% | Added |
| Ronald Blue Trust, Inc. | 7,535 | $566.0K | 0.01% | +1,374+22.3% | Added |
| Mather Group, LLC. | 7,762 | $583.0K | 0.01% | +3,766+94.2% | Added |
| Boit C F David | 7,800 | $585.9K | 0.29% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8,069 | $606.1K | 0.00% | −2,260−21.9% | Reduced |
| Legacy Capital Group California, Inc. | 8,078 | $606.7K | 0.21% | −210−2.5% | Reduced |
| OmniStar Financial Group, Inc. | 8,134 | $612.5K | 0.48% | +8,134 | New |
| Investment Management Corp of Ontario | 8,492 | $637.8K | 0.01% | +8,492 | New |
| Simplex Trading, LLC | 8,522 | $640.0K | 0.02% | +8,522 | New |
| RSM US Wealth Management LLC | 8,584 | $644.7K | 0.01% | +330+4.0% | Added |
| Boothbay Fund Management, LLC | 8,620 | $647.4K | 0.02% | +4,778+124.4% | Added |
| United Services Automobile Association | 8,757 | $649.6K | 0.02% | +8,757 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,654 | $650.0K | 0.05% | −766−8.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,862 | $665.7K | 0.00% | +1,359+18.1% | Added |
| Finer Wealth Management, Inc. | 9,000 | $676.0K | 0.40% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 9,002 | $676.0K | 0.07% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,081 | $682.0K | 0.01% | +27+0.3% | Added |
| Commerce Bank | 9,183 | $689.7K | 0.00% | +32+0.3% | Added |
| Foster & Motley Inc | 9,226 | $693.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 9,332 | $700.9K | 0.01% | −278−2.9% | Reduced |
| Centennial Wealth Advisory LLC | 9,401 | $706.1K | 0.26% | +1,159+14.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,503 | $713.8K | 0.01% | +17+0.2% | Added |
| Banque Cantonale Vaudoise | 9,516 | $714.0K | 0.03% | +9,516 | New |
| Tokio Marine Asset Management Co Ltd | 9,520 | $715.0K | 0.03% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 9,542 | $716.7K | 0.23% | +9,542 | New |
| United Capital Financial Advisers, LLC | 9,594 | $720.6K | 0.01% | +199+2.1% | Added |
| MML Investors Services, LLC | 9,645 | $724.0K | 0.00% | +122+1.3% | Added |
| Bryn Mawr Trust Co | 9,705 | $728.9K | 0.01% | +895+10.2% | Added |
| Occudo Quantitative Strategies LP | 9,848 | $730.5K | 0.10% | +9,848 | New |
| Zions Bancorporation, National Association | 9,750 | $732.3K | 0.05% | +9,750 | New |
| TownSquare Capital, LLC | 9,792 | $735.4K | 0.01% | +3,928+67.0% | Added |
| Canton Hathaway, LLC | 10,000 | $751.0K | 0.15% | +10,000 | New |
| Lido Advisors, LLC | 10,006 | $751.6K | 0.00% | −1,146−10.3% | Reduced |
| Azimuth Capital Investment Management LLC | 10,122 | $760.3K | 0.03% | −1,530−13.1% | Reduced |
| Capital International Inc | 10,292 | $773.0K | 0.01% | −2,425−19.1% | Reduced |
| Empirical Finance, LLC | 10,316 | $774.8K | 0.05% | +385+3.9% | Added |
| FORA Capital, LLC | 10,396 | $780.8K | 0.08% | +10,396 | New |
| Sequoia Financial Advisors, LLC | 10,415 | $782.3K | 0.01% | +8+0.1% | Added |
| BKM Wealth Management, LLC | 10,617 | $797.4K | 0.33% | +659+6.6% | Added |
| Exchange Capital Management, Inc. | 10,738 | $806.6K | 0.13% | −2,943−21.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,779 | $810.0K | 0.01% | −3,050−22.1% | Reduced |
| Integrated Investment Consultants, LLC | 10,861 | $815.8K | 0.16% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 10,919 | $820.1K | 0.02% | −20,874−65.7% | Reduced |
| Altfest L J & Co Inc | 11,014 | $827.2K | 0.10% | +2,523+29.7% | Added |
| QRG Capital Management, Inc. | 11,043 | $829.4K | 0.01% | +19+0.2% | Added |
| Sumitomo Life Insurance Co | 11,233 | $843.7K | 0.03% | +146+1.3% | Added |
| Kesler, Norman & Wride, LLC | 11,340 | $851.8K | 0.16% | −1,067−8.6% | Reduced |
| Vident Advisory, LLC | 11,555 | $868.0K | 0.01% | −5,102−30.6% | Reduced |
| Greenleaf Trust | 11,575 | $869.4K | 0.01% | +210+1.8% | Added |
| Profund Advisors LLC | 11,766 | $883.7K | 0.04% | −4,370−27.1% | Reduced |
| Chesley Taft & Associates LLC | 11,806 | $886.7K | 0.04% | 00.0% | Unchanged |
| Ossiam | 11,811 | $887.1K | 0.01% | +7,046+147.9% | Added |
| Smartleaf Asset Management LLC | 12,096 | $897.3K | 0.09% | −330−2.7% | Reduced |
| PGGM Investments | 12,013 | $902.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 12,024 | $903.0K | 0.03% | −2,983−19.9% | Reduced |
| Alamea Verwaltungs GmbH | 12,112 | $909.7K | 0.79% | +12,112 | New |
| Gotham Asset Management, LLC | 12,193 | $915.8K | 0.01% | +2,239+22.5% | Added |
| Icon Advisers Inc | 12,200 | $916.3K | 0.21% | 00.0% | Unchanged |
| GTS Securities LLC | 12,205 | $916.7K | 0.04% | +9,027+284.0% | Added |
| Prospera Financial Services Inc | 12,260 | $920.8K | 0.02% | −212−1.7% | Reduced |
| Thrivent Financial for Lutherans | 12,263 | $921.0K | 0.00% | −30.0% | Reduced |
| BLB&B Advisors, LLC | 12,391 | $930.7K | 0.05% | −725−5.5% | Reduced |
| Summit Financial, LLC | 12,439 | $934.3K | 0.03% | +4,257+52.0% | Added |
| Moody National Bank Trust Division | 12,444 | $934.7K | 0.10% | −98−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 12,488 | $938.0K | 0.02% | +87+0.7% | Added |
| Ameritas Advisory Services, LLC | 12,796 | $961.1K | 0.04% | +12,796 | New |
| Elevated Capital Advisors, LLC | 12,819 | $962.8K | 0.27% | +356+2.9% | Added |
| Penserra Capital Management LLC | 13,091 | $982.0K | 0.02% | +12,311+1,578.3% | Added |
| Norinchukin Bank, The | 13,160 | $988.4K | 0.02% | +1,458+12.5% | Added |
| Bleakley Financial Group, LLC | 13,260 | $996.0K | 0.03% | +2,506+23.3% | Added |
| Benjamin Edwards Inc | 13,265 | $996.3K | 0.01% | −49,688−78.9% | Reduced |
| Ieq Capital, LLC | 13,372 | $1.00M | 0.01% | +13,372 | New |
| Meeder Advisory Services, Inc. | 13,441 | $1.01M | 0.06% | +2,396+21.7% | Added |
| GAMMA Investing LLC | 13,491 | $1.01M | 0.08% | +2,020+17.6% | Added |
| Fiduciary Trust Co | 13,791 | $1.04M | 0.01% | +122+0.9% | Added |
| Spirit of America Management Corp | 13,800 | $1.04M | 0.21% | +500+3.8% | Added |
| Croban | 13,889 | $1.04M | 0.96% | +678+5.1% | Added |
| Maryland State Retirement & Pension System | 13,911 | $1.04M | 0.02% | −2,562−15.6% | Reduced |
| New Mexico Educational Retirement Board | 14,010 | $1.05M | 0.04% | −200−1.4% | Reduced |
| Mirador Capital Partners LP | 14,204 | $1.07M | 0.19% | +83+0.6% | Added |
| Nordea Investment Management AB | 14,258 | $1.07M | 0.00% | −1,910−11.8% | Reduced |
| Qtron Investments LLC | 14,538 | $1.09M | 0.16% | +4,218+40.9% | Added |
| CWM, LLC | 14,768 | $1.11M | 0.00% | +1,600+12.2% | Added |