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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.

Other share classesCMSACMSCCMSDCMS.PC

Q2 2025 vs. Q1 2025

How the institutions holding CMS Energy Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of CMS: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders7349745+20
Shares286.9M216.7K295.3M+8.55M (+3.0%)
Value$21.5B$16.3M$20.5B−$1.08B (−5.0%)

9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (93)

Institutions that held CMS Energy Corp at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to CMS in Q2 2025
InstitutionSharesValue% of portfolio
Voloridge Investment Management, LLC618,740$42.9M0.16%
Zimmer Partners, LP302,138$20.9M0.48%
Sone Capital Management, LLC168,247$11.7M1.08%
Verition Fund Management LLC152,076$10.5M0.06%
Edgestream Partners, L.P.118,464$8.21M0.23%
Linden Advisors LP97,500$6.75M0.04%
Employees Retirement System of Texas84,245$5.84M0.05%
Holocene Advisors, LP76,731$5.32M0.01%
Adage Capital Partners GP, L.L.C.73,961$5.12M0.01%
Sourcerock Group LLC72,700$5.04M0.26%
Tudor Investment Corp Et Al59,416$4.12M0.03%
Campbell & CO Investment Adviser LLC49,077$3.40M0.21%
Y-Intercept (Hong Kong) Ltd46,593$3.23M0.08%
Aigen Investment Management, LP41,813$2.90M0.40%
Centiva Capital, LP38,166$2.64M0.17%
Dynamic Technology Lab Private Ltd26,735$1.85M0.25%
Trexquant Investment LP25,789$1.79M0.02%
AXA S.A.25,300$1.75M0.01%
Virtu Financial LLC24,153$1.67M0.09%
Alberta Investment Management Corp23,900$1.66M0.01%
HRT Financial LP23,485$1.63M0.01%
Mizuho Securities USA LLC20,674$1.43M0.03%
Boston Private Wealth LLC17,900$1.24M0.07%
Two Sigma Securities, LLC15,336$1.06M0.13%
Glenmede Investment Management, LP14,394$997.2K0.01%
USA Financial Portformulas Corp13,218$915.7K0.16%
Blueshift Asset Management, LLC12,478$864.5K0.27%
MASTERINVEST Kapitalanlage GmbH11,838$820.1K0.09%
Diversify Advisory Services, LLC10,028$730.2K0.03%
Bridgefront Capital, LLC8,423$583.5K0.15%
Summit Trail Advisors, LLC8,334$577.4K0.01%
Walleye Capital LLC7,802$540.5K0.01%
Vise Technologies, Inc.7,715$534.5K0.02%
Quadrature Capital Ltd7,683$532.2K0.01%
Quaero Capital S.A.7,161$496.1K0.62%
Alps Advisors Inc6,209$430.2K0.00%
Fieldview Capital Management, LLC6,183$428.4K0.06%
Callan Family Office, LLC6,165$427.1K0.01%
Fox Run Management, L.L.C.5,367$371.8K0.06%
WSFS Capital Management, LLC5,151$356.9K0.02%
Trust Co of Toledo NA4,613$319.6K0.04%
Wetherby Asset Management Inc4,345$301.0K0.01%
Oliver Lagore Vanvalin Investment Group3,745$281.3K0.11%
Merit Financial Group, LLC3,809$263.9K0.00%
Gsa Capital Partners LLP3,671$254.0K0.02%
Brevan Howard Capital Management LP3,573$247.5K0.00%
Platform Technology Partners3,519$243.8K0.06%
MQS Management LLC3,472$240.5K0.13%
Morningstar Investment Management LLC3,391$235.0K0.02%
First Heartland Consultants, Inc.3,298$228.5K0.02%
Norden Group LLC3,290$228.0K0.02%
Brown Advisory Inc3,229$223.7K0.00%
Chicago Trust Co NA3,100$214.8K0.03%
Patton Fund Management, Inc.3,051$211.4K0.05%
Journey Strategic Wealth LLC3,017$209.0K0.01%
Drive Wealth Management, LLC3,012$208.6K0.05%
Ascent Group, LLC2,972$205.9K0.01%
Lakeridge Wealth Management LLC2,930$203.0K0.09%
Florida Financial Advisors, LLC2,910$201.6K0.07%
Global Retirement Partners, LLC2,287$158.5K0.00%
MUFG Securities EMEA plc880$61.0K0.00%
Caitong International Asset Management Co., Ltd842$58.3K0.04%
Onefund, LLC770$53.0K0.04%
Atlantic Union Bankshares Corp351$24.3K0.00%
Cullen/Frost Bankers, Inc.327$22.7K0.00%
Hilltop National Bank300$20.8K0.01%
Mount Yale Investment Advisors, LLC216$15.0K0.00%
Clear Street Markets LLC201$13.9K0.00%
Puff Wealth Management, LLC187$13.0K0.02%
MTM Investment Management, LLC158$10.9K0.00%
Westside Investment Management, Inc.121$8.48K0.00%
Twin Peaks Wealth Advisors, LLC98$7.13K0.00%
Strategic Wealth Partners, Ltd.100$6.93K0.00%
Alerus Financial NA84$5.82K0.00%
Howard Hughes Medical Institute64$4.43K0.00%
Mid-American Wealth Advisory Group, Inc.56$3.88K0.00%
GFG Capital, LLC53$3.67K0.00%
CBIZ Investment Advisory Services, LLC36$2.49K0.00%
Kilter Group LLC25$1.73K0.00%
Creative Capital Management Investments LLC24$1.66K0.00%
Olistico Wealth, LLC23$1.59K0.00%
Total Investment Management Inc22$1.52K0.00%
YANKCOM Partnership18$1.25K0.00%
Binnacle Investments Inc14$9700.00%
Clark Wealth Partners14$9700.00%
Essential Partners LLC13$9010.00%
Bogart Wealth, LLC10$6930.00%
Quaker Wealth Management, LLC9$6240.00%
Activest Wealth Management9$6240.00%
S&T Bank8$5540.00%
Tortoise Investment Management, LLC4$2770.00%
DecisionPoint Financial, LLC3$2110.00%
LGT Financial Advisors LLC2$1390.00%

Sold out (73)

Institutions that held CMS Energy Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of CMS in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
KLP Kapitalforvaltning AS171,100$12.9M
Freestone Grove Partners LP152,246$11.4M
SummitTX Capital, L.P.96,219$7.23M
Corebridge Financial, Inc.68,645$5.16M
CIBC World Markets Inc.63,036$4.73M
Worldquant Millennium Advisors LLC59,572$4.47M
HITE Hedge Asset Management LLC58,310$4.38M
J. Safra Sarasin Holding AG36,168$2.72M
Hudson Bay Capital Management LP35,427$2.66M
Connor, Clark & Lunn Investment Management Ltd.34,951$2.63M
Delta Global Management LP34,566$2.60M
Steel Peak Wealth Management LLC32,159$2.42M
BTG Pactual Asset Management US LLC27,178$2.04M
Allstate Corp18,335$1.38M
Eisler Capital Management Ltd.16,094$1.21M
Ieq Capital, LLC13,372$1.00M
GTS Securities LLC12,205$916.7K
PGGM Investments12,013$902.0K
Elo Mutual Pension Insurance Co10,919$820.1K
TownSquare Capital, LLC9,792$735.4K
Occudo Quantitative Strategies LP9,848$730.5K
RIA Advisory Group LLC9,542$716.7K
United Services Automobile Association8,757$649.6K
Simplex Trading, LLC8,522$640.0K
Entropy Technologies, LP7,369$553.5K
Meiji Yasuda Asset Management Co Ltd.5,533$415.6K
Prelude Capital Management, LLC5,187$389.6K
Pallas Capital Advisors LLC4,496$337.7K
Jump Financial, LLC4,354$327.0K
Integrated Wealth Concepts LLC3,896$292.6K
Scientech Research LLC3,594$269.9K
National Asset Management, Inc.3,451$259.2K
Strait & Sound Wealth Management LLC3,393$254.8K
Buckingham Strategic Partners3,250$244.1K
Financial Counselors Inc2,826$212.3K
Parallax Volatility Advisers, L.P.2,814$211.4K
West Family Investments, Inc.2,802$210.5K
Atom Investors LP2,757$207.1K
PharVision Advisers, LLC2,747$206.3K
Walker Asset Management, LLC2,732$205.2K
Dana Investment Advisors, Inc.2,702$202.9K
Checchi Capital Advisers, LLC2,702$202.9K
Barnes Pettey Financial Advisors, LLC2,700$202.8K
Alaska Permanent Fund Corp2,070$152.5K
State of Wyoming1,899$142.6K
Quent Capital, LLC1,303$97.9K
HWG Holdings LP1,300$97.6K
Compagnie Lombard Odier SCmA670$50.3K
Global Financial Private Client, LLC610$45.8K
Hexagon Capital Partners LLC560$42.1K
Richards, Merrill & Peterson, Inc.484$36.4K
Mattson Financial Services, LLC304$22.8K
Twin Tree Management, LP289$21.7K
Riverview Trust Co222$16.7K
Motco156$11.7K
West Paces Advisors Inc.154$11.6K
Saudi Central Bank118$8.86K
Washington Trust Co86$6.48K
Greenline Partners, LLC70$5.26K
City Holding Co55$4.13K
Harvest Fund Management Co., Ltd59$4.00K
Ruedi Wealth Management, Inc.43$3.23K
Carolinas Wealth Consulting LLC41$3.08K
Glass Jacobson Investment Advisors llc46$3.07K
Farmers & Merchants Trust Co of Chambersburg PA32$2.00K
Raleigh Capital Management Inc.26$1.95K
ESL Trust Services, LLC22$1.65K
Chesapeake Asset Management LLC10$751
Winnow Wealth LLC9$635
MPWM Advisory Solutions, LLC8$601
Rakuten Securities, Inc.4$300
Cape Investment Advisory, Inc.2$150
PSI Advisors, LLC1$75

Not filed for Q2 2025 yet (9)

Institutions that held CMS Energy Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A106,664$8.01M
Orion Portfolio Solutions, LLC37,365$2.81M
Rakuten Investment Management, Inc.27,310$2.03M
Mizuho Securities USA LLC23,924$1.80M
Glenmede Trust Co NA15,684$1.18M
CAPROCK Group, Inc.5,085$381.9K
Lindbrook Capital, LLC408$30.6K
Sandy Spring Bank254$19.1K
Nova Wealth Management, Inc.14$1.05K