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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 637 | $47.9K | 0.00% | +123+23.9% | Added |
| WPG Advisers, LLC | 628 | $47.2K | 0.04% | +12+1.9% | Added |
| Global Financial Private Client, LLC | 610 | $45.8K | 0.02% | +16+2.7% | Added |
| Hemington Wealth Management | 592 | $44.0K | 0.01% | +58+10.9% | Added |
| Hexagon Capital Partners LLC | 560 | $42.1K | 0.01% | +113+25.3% | Added |
| Richardson Financial Services Inc. | 555 | $41.7K | 0.03% | +100+22.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 539 | $40.5K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 516 | $38.8K | 0.00% | −36−6.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 484 | $36.4K | 0.02% | −44−8.3% | Reduced |
| Quest Partners LLC | 451 | $33.9K | 0.00% | +334+285.5% | Added |
| Umb Bank N A | 439 | $33.0K | 0.00% | +113+34.7% | Added |
| BankPlus Trust Department | 430 | $32.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $31.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tobam | 414 | $31.0K | 0.01% | −332−44.5% | Reduced |
| Lindbrook Capital, LLC | 408 | $30.6K | 0.00% | −712−63.6% | Reduced |
| AdvisorNet Financial, Inc | 407 | $30.6K | 0.00% | −1−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 405 | $30.4K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $27.8K | 0.01% | +370 | New |
| Johnson Financial Group, Inc. | 338 | $25.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 318 | $23.9K | 0.00% | −2−0.6% | Reduced |
| SJS Investment Consulting Inc. | 308 | $23.1K | 0.00% | +6+2.0% | Added |
| Mattson Financial Services, LLC | 304 | $22.8K | 0.01% | −1,327−81.4% | Reduced |
| JNBA Financial Advisors | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 295 | $22.2K | 0.00% | +295 | New |
| Sachetta, LLC | 291 | $21.9K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 289 | $21.7K | 0.00% | +289 | New |
| Ransom Advisory, Ltd | 274 | $20.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 254 | $19.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 235 | $17.7K | 0.00% | −77−24.7% | Reduced |
| Missouri Trust & Investment Co | 231 | $17.4K | 0.01% | +231 | New |
| Riverview Trust Co | 222 | $16.7K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 218 | $16.4K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 216 | $16.2K | 0.00% | −10−4.4% | Reduced |
| HM Payson & Co | 215 | $16.1K | 0.00% | +79+58.1% | Added |
| Farmers & Merchants Investments Inc | 206 | $15.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 174 | $13.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 169 | $12.7K | 0.00% | +1+0.6% | Added |
| Bangor Savings Bank | 168 | $12.7K | 0.00% | +1+0.6% | Added |
| Holos Integrated Wealth LLC | 168 | $12.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 158 | $11.9K | 0.00% | −3−1.9% | Reduced |
| Motco | 156 | $11.7K | 0.00% | +156 | New |
| West Paces Advisors Inc. | 154 | $11.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $11.3K | 0.00% | +21+16.3% | Added |
| GW&K Investment Management, LLC | 147 | $11.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 145 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 141 | $10.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 129 | $9.69K | 0.00% | +129 | New |
| Private Wealth Asset Management, LLC | 129 | $9.69K | 0.00% | +129 | New |
| Aspect Partners, LLC | 126 | $9.46K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 121 | $9.10K | 0.00% | −7−5.5% | Reduced |
| Prestige Wealth Management Group LLC | 121 | $9.09K | 0.00% | −2−1.6% | Reduced |
| Atticus Wealth Management, LLC | 120 | $9.01K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 118 | $9.00K | 0.00% | +118 | New |
| Saudi Central Bank | 118 | $8.86K | 0.05% | +118 | New |
| HighMark Wealth Management LLC | 117 | $8.79K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 111 | $8.36K | 0.00% | −10−8.3% | Reduced |
| True Wealth Design, LLC | 103 | $7.74K | 0.00% | +86+505.9% | Added |
| Rosenberg Matthew Hamilton | 92 | $6.91K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 132 | $6.83K | 0.00% | +30+29.4% | Added |
| Washington Trust Co | 86 | $6.48K | 0.00% | −1−1.1% | Reduced |
| Ameriflex Group, Inc. | 81 | $6.08K | 0.00% | +81 | New |
| ORG Partners LLC | 75 | $5.63K | 0.00% | +75 | New |
| TCTC Holdings, LLC | 73 | $5.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $5.26K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 70 | $5.26K | 0.00% | +70 | New |
| Dunhill Financial, LLC | 69 | $5.20K | 0.00% | −6−8.0% | Reduced |
| Cornerstone Planning Group LLC | 70 | $5.14K | 0.00% | +15+27.3% | Added |
| City State Bank | 65 | $4.88K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 64 | $4.75K | 0.00% | +30+88.2% | Added |
| Quest 10 Wealth Builders, Inc. | 62 | $4.66K | 0.00% | −32−34.0% | Reduced |
| Raffa Wealth Management, LLC | 61 | $4.58K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $4.58K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 58 | $4.36K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 55 | $4.13K | 0.00% | +55 | New |
| Harvest Fund Management Co., Ltd | 59 | $4.00K | 0.00% | +59 | New |
| TD Capital Management LLC | 51 | $3.81K | 0.00% | +1+2.0% | Added |
| SBI Securities Co., Ltd. | 46 | $3.46K | 0.00% | −1−2.1% | Reduced |
| Key Financial Inc | 46 | $3.46K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 45 | $3.38K | 0.00% | +45 | New |
| Highline Wealth Partners LLC | 44 | $3.31K | 0.00% | +44 | New |
| Central Trust Co | 43 | $3.23K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 43 | $3.23K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $3.15K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $3.08K | 0.00% | −8−16.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 46 | $3.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 39 | $2.93K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $2.63K | 0.00% | +5+16.7% | Added |
| WealthTrak Capital Management LLC | 35 | $2.63K | 0.00% | +25+250.0% | Added |
| Archer Investment Corp | 31 | $2.30K | 0.00% | +1+3.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 32 | $2.00K | 0.00% | +32 | New |
| Raleigh Capital Management Inc. | 26 | $1.95K | 0.00% | −215−89.2% | Reduced |
| Private Wealth Management Group, LLC | 24 | $1.80K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 23 | $1.73K | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 22 | $1.65K | 0.00% | +22 | New |