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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 9,081 | $682.0K | 0.01% | +27+0.3% | Added |
| Amica Mutual Insurance Co | 9,002 | $676.0K | 0.07% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 9,000 | $676.0K | 0.40% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,862 | $665.7K | 0.00% | +1,359+18.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,654 | $650.0K | 0.05% | −766−8.1% | Reduced |
| United Services Automobile Association | 8,757 | $649.6K | 0.02% | +8,757 | New |
| Boothbay Fund Management, LLC | 8,620 | $647.4K | 0.02% | +4,778+124.4% | Added |
| RSM US Wealth Management LLC | 8,584 | $644.7K | 0.01% | +330+4.0% | Added |
| Simplex Trading, LLC | 8,522 | $640.0K | 0.02% | +8,522 | New |
| Investment Management Corp of Ontario | 8,492 | $637.8K | 0.01% | +8,492 | New |
| OmniStar Financial Group, Inc. | 8,134 | $612.5K | 0.48% | +8,134 | New |
| Legacy Capital Group California, Inc. | 8,078 | $606.7K | 0.21% | −210−2.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,069 | $606.1K | 0.00% | −2,260−21.9% | Reduced |
| Boit C F David | 7,800 | $585.9K | 0.29% | 00.0% | Unchanged |
| Mather Group, LLC. | 7,762 | $583.0K | 0.01% | +3,766+94.2% | Added |
| Ronald Blue Trust, Inc. | 7,535 | $566.0K | 0.01% | +1,374+22.3% | Added |
| Acorn Wealth Advisors, LLC | 7,488 | $562.5K | 0.23% | +40+0.5% | Added |
| Entropy Technologies, LP | 7,369 | $553.5K | 0.05% | +7,369 | New |
| V-Square Quantitative Management LLC | 7,304 | $548.6K | 0.08% | +281+4.0% | Added |
| LifeWealth Investments, LLC | 7,207 | $541.3K | 0.12% | +2,378+49.2% | Added |
| Plante Moran Financial Advisors, LLC | 7,113 | $534.2K | 0.05% | −1,624−18.6% | Reduced |
| EntryPoint Capital, LLC | 6,978 | $524.1K | 0.24% | +6,978 | New |
| Shell Asset Management Co | 6,972 | $524.0K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,932 | $520.7K | 0.02% | −274−3.8% | Reduced |
| Kestra Advisory Services, LLC | 6,827 | $512.8K | 0.00% | −426−5.9% | Reduced |
| Danske Bank A/S | 6,800 | $510.7K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 6,788 | $509.8K | 0.01% | +1,226+22.0% | Added |
| CIBC Private Wealth Group, LLC | 7,247 | $508.7K | 0.00% | −42−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,424 | $482.5K | 0.00% | +274+4.5% | Added |
| Ballentine Partners, LLC | 6,296 | $472.9K | 0.01% | +857+15.8% | Added |
| Farringdon Capital, Ltd. | 6,145 | $461.6K | 0.23% | +6,145 | New |
| Conning Inc. | 5,969 | $448.3K | 0.02% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 5,851 | $439.5K | 0.42% | +445+8.2% | Added |
| Samalin Investment Counsel, LLC | 5,747 | $431.7K | 0.18% | +1,059+22.6% | Added |
| Vestmark Advisory Solutions, Inc. | 5,746 | $431.6K | 0.01% | +5,746 | New |
| Ethic Inc. | 5,681 | $426.9K | 0.01% | +633+12.5% | Added |
| Accurate Wealth Management, LLC | 5,871 | $421.7K | 0.08% | −30−0.5% | Reduced |
| Wedmont Private Capital | 5,818 | $417.8K | 0.02% | +880+17.8% | Added |
| Fifth Third Wealth Advisors LLC | 5,559 | $417.5K | 0.02% | +1,138+25.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,533 | $415.6K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,393 | $405.1K | 0.01% | +617+12.9% | Added |
| Strategy Asset Managers LLC | 5,359 | $402.5K | 0.08% | +135+2.6% | Added |
| Crestwood Advisors Group LLC | 5,338 | $400.9K | 0.01% | −114−2.1% | Reduced |
| Wedbush Securities Inc | 5,304 | $398.0K | 0.01% | +108+2.1% | Added |
| Pitcairn Co | 5,296 | $397.8K | 0.02% | −4−0.1% | Reduced |
| MUFG Securities Americas Inc. | 5,289 | $397.3K | 0.05% | +878+19.9% | Added |
| Fulton Bank, N.A. | 5,280 | $396.6K | 0.02% | −82−1.5% | Reduced |
| Signaturefd, LLC | 5,216 | $391.8K | 0.01% | +464+9.8% | Added |
| Prelude Capital Management, LLC | 5,187 | $389.6K | 0.04% | −3−0.1% | Reduced |
| Belpointe Asset Management LLC | 5,085 | $382.0K | 0.02% | +68+1.4% | Added |
| CAPROCK Group, Inc. | 5,085 | $381.9K | 0.01% | +1,529+43.0% | Added |
| Carrera Capital Advisors | 5,074 | $381.1K | 0.08% | 00.0% | Unchanged |
| Blair William & Co | 5,057 | $379.8K | 0.00% | −547−9.8% | Reduced |
| LMR Partners LLP | 5,054 | $379.6K | 0.01% | +5,054 | New |
| Frank, Rimerman Advisors LLC | 5,022 | $377.2K | 0.03% | +353+7.6% | Added |
| Segment Wealth Management, LLC | 5,008 | $376.2K | 0.03% | +5,008 | New |
| 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 |
| HighPoint Advisor Group LLC | 5,027 | $370.2K | 0.02% | +197+4.1% | Added |
| Quadrant Capital Group LLC | 4,897 | $367.8K | 0.01% | +260+5.6% | Added |
| Moment Partners, LLC | 4,832 | $362.9K | 0.07% | −23−0.5% | Reduced |
| GeoWealth Management, LLC | 4,831 | $362.9K | 0.01% | +3,540+274.2% | Added |
| Paradigm Financial Partners, LLC | 4,797 | $360.3K | 0.04% | +1,401+41.3% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $356.8K | 0.09% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,730 | $355.3K | 0.06% | −100−2.1% | Reduced |
| NewEdge Wealth, LLC | 4,707 | $353.6K | 0.01% | −830−15.0% | Reduced |
| Coldstream Capital Management Inc | 4,704 | $353.3K | 0.01% | −120−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 4,693 | $352.5K | 0.01% | +4,693 | New |
| Sowell Financial Services LLC | 4,678 | $351.4K | 0.02% | +4,678 | New |
| Vontobel Holding Ltd. | 4,662 | $350.2K | 0.00% | +400+9.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,645 | $348.9K | 0.24% | −100−2.1% | Reduced |
| Apollon Wealth Management, LLC | 4,605 | $345.9K | 0.01% | +496+12.1% | Added |
| Oxler Private Wealth LLC | 4,515 | $339.1K | 0.12% | +24+0.5% | Added |
| Davenport & Co LLC | 4,504 | $338.3K | 0.00% | +885+24.5% | Added |
| Pallas Capital Advisors LLC | 4,496 | $337.7K | 0.01% | +37+0.8% | Added |
| MBB Public Markets I LLC | 4,467 | $335.5K | 0.04% | +4,467 | New |
| Trust Co of the South | 4,423 | $332.2K | 0.07% | +19+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,415 | $331.6K | 0.01% | +1,234+38.8% | Added |
| Jump Financial, LLC | 4,354 | $327.0K | 0.00% | −11,224−72.1% | Reduced |
| Horizon Investments, LLC | 4,349 | $324.2K | 0.01% | +210+5.1% | Added |
| Stephens Consulting, LLC | 4,226 | $317.4K | 0.08% | −101−2.3% | Reduced |
| Capital Investment Advisors, LLC | 4,209 | $316.2K | 0.01% | −112−2.6% | Reduced |
| LVW Advisors, LLC | 4,197 | $315.2K | 0.04% | +25+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,179 | $313.9K | 0.02% | 00.0% | Unchanged |
| Armis Advisers, LLC | 4,196 | $309.0K | 0.03% | +4,196 | New |
| Financial Advisors Network, Inc. | 4,087 | $307.0K | 0.05% | +256+6.7% | Added |
| Journey Advisory Group, LLC | 4,050 | $304.2K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,971 | $298.3K | 0.04% | +499+14.4% | Added |
| Resources Investment Advisors, LLC. | 3,952 | $296.8K | 0.00% | +738+23.0% | Added |
| Prudential PLC | 3,913 | $293.9K | 0.00% | −13,188−77.1% | Reduced |
| Integrated Wealth Concepts LLC | 3,896 | $292.6K | 0.00% | +3,896 | New |
| McDonald Partners LLC | 3,830 | $288.5K | 0.08% | +448+13.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,305 | $286.9K | 0.09% | +16+0.4% | Added |
| SageView Advisory Group, LLC | 3,766 | $282.9K | 0.01% | +4+0.1% | Added |
| Aventura Private Wealth, LLC | 3,726 | $279.9K | 0.15% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,844 | $279.5K | 0.07% | +22+0.6% | Added |
| Quarry LP | 3,677 | $276.2K | 0.07% | +2,559+228.9% | Added |
| NorthRock Partners, LLC | 3,632 | $272.8K | 0.01% | +15+0.4% | Added |
| Massmutual Trust Co FSB | 3,605 | $270.8K | 0.01% | −127−3.4% | Reduced |
| Scientech Research LLC | 3,594 | $269.9K | 0.07% | +3,594 | New |