Skip to main content
Livermore
Livermore
ZHEN

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

13F holders, Q2 2025

Institutional positions in CMS Energy Corp as of Jun 30, 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
745
+20 vs. Q1 2025
Shares held
295.3M
+8.55M (+3.0%) vs. Q1 2025
Total value
$20.5B
−$1.08B (−5.0%) vs. Q1 2025
New holders
93
293 more added
Sold out
73
240 more reduced

9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 745 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ2 2025: $20.5B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2025.

Institutions holding CMS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph9$00.00%00.0%Unchanged
TFC Financial Management1$700.00%00.0%Unchanged
LGT Financial Advisors LLC2$1390.00%+2New
Rossby Financial, LCC3$2080.00%00.0%Unchanged
DecisionPoint Financial, LLC3$2110.00%+3New
Tortoise Investment Management, LLC4$2770.00%+4New
ROSS\JOHNSON & Associates LLC5$3460.01%−5−50.0%Reduced
Redwood Park Advisors LLC5$3470.00%00.0%Unchanged
AdvisorNet Financial, Inc7$4850.00%−400−98.3%Reduced
S&T Bank8$5540.00%+8New
American Capital Advisory, LLC8$5550.00%+4+100.0%Added
Orion Capital Management LLC9$6240.00%00.0%Unchanged
HFM Investment Advisors, LLC9$6240.00%+4+80.0%Added
Activest Wealth Management9$6240.00%+9New
Quaker Wealth Management, LLC9$6240.00%+9New
Wolff Wiese Magana LLC10$6930.00%00.0%Unchanged
Creative Financial Designs Inc10$6930.00%00.0%Unchanged
Ancora Advisors, LLC10$6930.00%00.0%Unchanged
NVWM, LLC10$6930.00%00.0%Unchanged
Financial Management Professionals, Inc.10$6930.00%+5+100.0%Added
Bogart Wealth, LLC10$6930.00%+10New
Sierra Ocean, LLC10$6960.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC12$8310.00%+5+71.4%Added
Valued Wealth Advisors LLC12$8320.00%00.0%Unchanged
Rialto Wealth Management, LLC12$8320.00%+5+71.4%Added
Principia Wealth Advisory, LLC13$9010.00%+5+62.5%Added
Essential Partners LLC13$9010.00%+13New
Annis Gardner Whiting Capital Advisors, LLC14$9700.00%00.0%Unchanged
Binnacle Investments Inc14$9700.00%+14New
Clark Wealth Partners14$9700.00%+14New
Penserra Capital Management LLC24$1.00K0.00%−13,067−99.8%Reduced
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
YANKCOM Partnership18$1.25K0.00%+18New
Salomon & Ludwin, LLC18$1.25K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.19$1.32K0.00%+12+171.4%Added
Rise Advisors, LLC19$1.32K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC20$1.39K0.00%00.0%Unchanged
Total Investment Management Inc22$1.52K0.00%+22New
Olistico Wealth, LLC23$1.59K0.00%+23New
MJT & Associates Financial Advisory Group, Inc.23$1.59K0.00%00.0%Unchanged
Creative Capital Management Investments LLC24$1.66K0.00%+24New
Dunhill Financial, LLC24$1.67K0.00%−45−65.2%Reduced
Private Wealth Management Group, LLC25$1.73K0.00%+1+4.2%Added
Kilter Group LLC25$1.73K0.00%+25New
Centerpoint Advisors, LLC30$2.00K0.00%−970−97.0%Reduced
WealthTrak Capital Management LLC30$2.08K0.00%−5−14.3%Reduced
Archer Investment Corp31$2.14K0.00%00.0%Unchanged
Hughes Financial Services, LLC29$2.15K0.00%+7+31.8%Added
Main Street Group, LTD34$2.36K0.00%−30−46.9%Reduced
Raffa Wealth Management, LLC34$2.36K0.00%−27−44.3%Reduced
CBIZ Investment Advisory Services, LLC36$2.49K0.00%+36New
DiNuzzo Private Wealth, Inc.38$2.63K0.00%+3+8.6%Added
Boyd Watterson Asset Management LLC39$2.70K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC42$2.91K0.00%00.0%Unchanged
Central Trust Co43$2.98K0.00%00.0%Unchanged
Highline Wealth Partners LLC44$3.05K0.00%00.0%Unchanged
First Command Advisory Services, Inc.45$3.12K0.00%00.0%Unchanged
Key Financial Inc46$3.19K0.00%00.0%Unchanged
SBI Securities Co., Ltd.49$3.40K0.00%+3+6.5%Added
TD Capital Management LLC51$3.54K0.00%00.0%Unchanged
GFG Capital, LLC53$3.67K0.00%+53New
Riggs Asset Managment Co. Inc.54$3.74K0.00%+49+980.0%Added
Mid-American Wealth Advisory Group, Inc.56$3.88K0.00%+56New
Avion Wealth58$4.00K0.00%+3+5.5%Added
Birchbrook, Inc.58$4.02K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC61$4.23K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.62$4.29K0.00%00.0%Unchanged
Howard Hughes Medical Institute64$4.43K0.00%+64New
City State Bank65$4.50K0.00%00.0%Unchanged
TCTC Holdings, LLC73$5.06K0.00%00.0%Unchanged
South State Corp.74$5.13K0.00%−55−42.6%Reduced
True Wealth Design, LLC79$5.47K0.00%−24−23.3%Reduced
Bell Investment Advisors, Inc80$5.54K0.00%+10+14.3%Added
Ameriflex Group, Inc.81$5.60K0.00%00.0%Unchanged
Alerus Financial NA84$5.82K0.00%+84New
Sachetta, LLC91$6.30K0.00%−200−68.7%Reduced
Rosenberg Matthew Hamilton92$6.37K0.00%00.0%Unchanged
Whipplewood Advisors, LLC92$6.37K0.00%−40−30.3%Reduced
Atticus Wealth Management, LLC100$6.93K0.00%−20−16.7%Reduced
Strategic Wealth Partners, Ltd.100$6.93K0.00%+100New
HighMark Wealth Management LLC101$7.00K0.00%−16−13.7%Reduced
Cornerstone Planning Group LLC96$7.12K0.00%+26+37.1%Added
Twin Peaks Wealth Advisors, LLC98$7.13K0.00%+98New
New Age Alpha Advisors, LLC103$7.14K0.00%−787−88.4%Reduced
Prestige Wealth Management Group LLC121$8.38K0.00%00.0%Unchanged
Center for Financial Planning, Inc.121$8.41K0.00%00.0%Unchanged
Westside Investment Management, Inc.121$8.48K0.00%+121New
Aspect Partners, LLC126$8.73K0.00%00.0%Unchanged
Sound Income Strategies, LLC126$8.76K0.00%+15+13.5%Added
Private Wealth Asset Management, LLC129$8.94K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC138$9.56K0.00%−12−8.0%Reduced
DT Investment Partners, LLC145$10.0K0.00%00.0%Unchanged
ORG Partners LLC146$10.2K0.00%+71+94.7%Added
GF Fund Management Co. Ltd.158$10.9K0.00%00.0%Unchanged
MTM Investment Management, LLC158$10.9K0.00%+158New
Atwood & Palmer Inc160$11.1K0.00%00.0%Unchanged
First Pacific Financial165$11.4K0.00%−53−24.3%Reduced
Bangor Savings Bank168$11.7K0.00%00.0%Unchanged
GW&K Investment Management, LLC176$12.0K0.00%+29+19.7%Added
GPS Wealth Strategies Group, LLC174$12.1K0.00%00.0%Unchanged