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 |
|---|---|---|---|---|---|
| Commerzbank Aktiengesellschaft | 3,566 | $268.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3,562 | $267.5K | 0.00% | −19,492−84.5% | Reduced |
| Parallel Advisors, LLC | 3,552 | $266.7K | 0.01% | +597+20.2% | Added |
| Savant Capital, LLC | 3,542 | $266.1K | 0.00% | +208+6.2% | Added |
| Pointe Capital Management LLC | 3,515 | $264.0K | 0.15% | 00.0% | Unchanged |
| Essex Savings Bank | 3,459 | $259.8K | 0.06% | −49−1.4% | Reduced |
| Gen-Wealth Partners Inc | 3,457 | $259.7K | 0.11% | −116−3.2% | Reduced |
| National Asset Management, Inc. | 3,451 | $259.2K | 0.01% | −24−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 3,433 | $257.9K | 0.02% | +204+6.3% | Added |
| TFB Advisors LLC | 3,432 | $257.8K | 0.07% | +4+0.1% | Added |
| VeraBank, N.A. | 3,400 | $255.4K | 0.07% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,393 | $254.8K | 0.12% | 00.0% | Unchanged |
| Baader Bank INC | 3,368 | $252.9K | 0.03% | −10−0.3% | Reduced |
| Sage Mountain Advisors LLC | 3,360 | $252.4K | 0.02% | +144+4.5% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,519 | $251.8K | 0.10% | +13+0.4% | Added |
| Stiles Financial Services Inc | 3,320 | $249.4K | 0.10% | +24+0.7% | Added |
| Farther Finance Advisors, LLC | 3,297 | $247.8K | 0.01% | +2,180+195.2% | Added |
| Full Sail Capital, LLC | 3,254 | $244.4K | 0.02% | −191−5.5% | Reduced |
| Buckingham Strategic Partners | 3,250 | $244.1K | 0.00% | +3,250 | New |
| Whittier Trust Co of Nevada Inc | 3,244 | $243.6K | 0.01% | +44+1.4% | Added |
| Aaron Wealth Advisors | 3,201 | $240.4K | 0.03% | +3,201 | New |
| Sherbrooke Park Advisers LLC | 3,181 | $238.9K | 0.11% | +3,181 | New |
| DRW Securities, LLC | 3,131 | $235.2K | 0.02% | +3,131 | New |
| Prosperity Financial Group, Inc. | 3,116 | $234.0K | 0.12% | +102+3.4% | Added |
| Daymark Wealth Partners, LLC | 3,099 | $232.7K | 0.01% | +3,099 | New |
| Venture Visionary Partners LLC | 3,046 | $228.8K | 0.01% | −104−3.3% | Reduced |
| SkyOak Wealth, LLC | 3,000 | $225.3K | 0.05% | +3,000 | New |
| Longboard Asset Management, LP | 2,982 | $224.0K | 0.66% | +2,982 | New |
| Bradley Foster & Sargent Inc | 2,950 | $221.6K | 0.00% | +2,950 | New |
| Syon Capital LLC | 2,940 | $220.8K | 0.02% | +2,940 | New |
| Cigna Investments Inc | 2,903 | $218.0K | 0.04% | −181−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,847 | $213.8K | 0.01% | −179−5.9% | Reduced |
| Stanley-Laman Group, Ltd. | 2,839 | $213.2K | 0.03% | +2,839 | New |
| Financial Counselors Inc | 2,826 | $212.3K | 0.00% | −202−6.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,814 | $211.4K | 0.01% | +2,814 | New |
| West Family Investments, Inc. | 2,802 | $210.5K | 0.08% | +2,802 | New |
| Atom Investors LP | 2,757 | $207.1K | 0.03% | −39,145−93.4% | Reduced |
| CoreCap Advisors, LLC | 2,756 | $207.0K | 0.01% | −368−11.8% | Reduced |
| Jones Financial Companies LLLP | 2,783 | $206.5K | 0.00% | +1,379+98.2% | Added |
| PharVision Advisers, LLC | 2,747 | $206.3K | 0.29% | +2,747 | New |
| Walker Asset Management, LLC | 2,732 | $205.2K | 0.12% | +2,732 | 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 |
| Barnes Pettey Financial Advisors, LLC | 2,700 | $202.8K | 0.16% | +2,700 | New |
| Citizens Financial Group Inc | 2,665 | $200.2K | 0.00% | +2,665 | New |
| EverSource Wealth Advisors, LLC | 2,647 | $198.8K | 0.01% | +856+47.8% | Added |
| Spire Wealth Management | 2,550 | $191.5K | 0.01% | +154+6.4% | Added |
| Clearstead Advisors, LLC | 2,511 | $188.6K | 0.00% | −68−2.6% | Reduced |
| Geneos Wealth Management Inc. | 2,263 | $170.0K | 0.01% | +578+34.3% | Added |
| Colonial Trust Co | 2,030 | $152.5K | 0.02% | +24+1.2% | Added |
| Alaska Permanent Fund Corp | 2,070 | $152.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,967 | $148.0K | 0.01% | +1,967 | New |
| Ostrum Asset Management | 1,913 | $143.7K | 0.01% | −50−2.5% | Reduced |
| Crewe Advisors LLC | 1,905 | $143.1K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,899 | $142.6K | 0.02% | +251+15.2% | Added |
| Versant Capital Management, Inc | 1,878 | $141.1K | 0.02% | +1,665+781.7% | Added |
| Allworth Financial LP | 1,892 | $140.3K | 0.00% | +258+15.8% | Added |
| Principal Securities, Inc. | 1,956 | $130.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,634 | $122.7K | 0.01% | +31+1.9% | Added |
| MAI Capital Management | 1,572 | $118.1K | 0.00% | +3+0.2% | Added |
| Acadian Asset Management LLC | 1,551 | $116.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bruce G. Allen Investments, LLC | 1,499 | $112.6K | 0.09% | −1−0.1% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $112.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,480 | $111.2K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 1,466 | $110.1K | 0.01% | +185+14.4% | Added |
| Skopos Labs, Inc. | 1,448 | $108.7K | 0.02% | +795+121.7% | Added |
| Covestor Ltd | 1,443 | $108.0K | 0.07% | +378+35.5% | Added |
| Costello Asset Management, INC | 1,408 | $105.8K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,328 | $99.7K | 0.00% | +329+32.9% | Added |
| Quent Capital, LLC | 1,303 | $97.9K | 0.01% | +90+7.4% | Added |
| HWG Holdings LP | 1,300 | $97.6K | 0.04% | +1,300 | New |
| CVA Family Office, LLC | 1,214 | $91.2K | 0.01% | +19+1.6% | Added |
| TD Waterhouse Canada Inc. | 1,316 | $85.8K | 0.00% | +125+10.5% | Added |
| Harbour Investments, Inc. | 1,110 | $83.4K | 0.00% | +306+38.1% | Added |
| Montag A & Associates Inc | 1,100 | $82.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,088 | $81.7K | 0.00% | +1,088 | New |
| Caldwell Trust Co | 1,087 | $81.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,072 | $80.5K | 0.01% | +671+167.3% | Added |
| Ci Investments Inc. | 1,071 | $80.0K | 0.00% | −45−4.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,054 | $79.2K | 0.01% | −298−22.0% | Reduced |
| Catalyst Capital Advisors LLC | 1,053 | $79.1K | 0.00% | −35−3.2% | Reduced |
| Centerpoint Advisors, LLC | 1,000 | $75.0K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 999 | $75.0K | 0.01% | +999 | New |
| Bernard Wealth Management Corp. | 962 | $72.3K | 0.04% | +962 | New |
| Robbins Farley LLC | 932 | $70.0K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 915 | $68.7K | 0.02% | +42+4.8% | Added |
| Amica Retiree Medical Trust | 905 | $68.0K | 0.10% | −161−15.1% | Reduced |
| Cromwell Holdings LLC | 902 | $67.7K | 0.04% | +18+2.0% | Added |
| New Age Alpha Advisors, LLC | 890 | $66.8K | 0.00% | −2,707−75.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 870 | $65.3K | 0.03% | −106−10.9% | Reduced |
| Parkside Financial Bank & Trust | 865 | $65.0K | 0.01% | −21−2.4% | Reduced |
| IFP Advisors, Inc | 759 | $64.4K | 0.00% | −233−23.5% | Reduced |
| Salem Investment Counselors Inc | 810 | $60.8K | 0.00% | +55+7.3% | Added |
| Sentry Investment Management LLC | 841 | $60.0K | 0.04% | −251−23.0% | Reduced |
| Larson Financial Group LLC | 794 | $59.6K | 0.00% | +74+10.3% | Added |
| Brown Brothers Harriman & Co | 717 | $53.9K | 0.00% | −1,947−73.1% | Reduced |
| TruNorth Capital Management, LLC | 712 | $53.5K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 670 | $50.3K | 0.00% | 00.0% | Unchanged |