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, 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holos Integrated Wealth LLC | 168 | $12.3K | 0.01% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 187 | $13.0K | 0.02% | +187 | New |
| Fortitude Family Office, LLC | 191 | $13.2K | 0.00% | +50+35.5% | Added |
| Beacon Capital Management, LLC | 197 | $13.6K | 0.00% | +28+16.6% | Added |
| Eastern Bank | 200 | $13.9K | 0.00% | −95−32.2% | Reduced |
| Clear Street Markets LLC | 201 | $13.9K | 0.00% | +201 | New |
| TSFG, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 206 | $14.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 215 | $14.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 216 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 216 | $15.0K | 0.00% | +216 | New |
| Missouri Trust & Investment Co | 231 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 274 | $19.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 279 | $19.0K | 0.01% | −1,164−80.7% | Reduced |
| SJS Investment Consulting Inc. | 298 | $20.6K | 0.00% | −10−3.2% | Reduced |
| JNBA Financial Advisors | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $20.8K | 0.01% | +300 | New |
| MV Capital Management, Inc. | 318 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 327 | $22.7K | 0.00% | +327 | New |
| Johnson Financial Group, Inc. | 338 | $23.4K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 341 | $24.0K | 0.00% | +223+189.0% | Added |
| Atlantic Union Bankshares Corp | 351 | $24.3K | 0.00% | +351 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $25.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $28.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $28.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $29.1K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 430 | $29.8K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 594 | $34.5K | 0.39% | +574+2,870.0% | Added |
| WPG Advisers, LLC | 507 | $35.1K | 0.03% | −121−19.3% | Reduced |
| Manchester Capital Management LLC | 513 | $35.5K | 0.00% | −3−0.6% | Reduced |
| St Germain D J Co Inc | 513 | $35.5K | 0.00% | +100+24.2% | Added |
| First Horizon Advisors, Inc. | 524 | $36.3K | 0.00% | −113−17.7% | Reduced |
| Trust Co of Vermont | 535 | $37.1K | 0.00% | +300+127.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 539 | $37.3K | 0.02% | 00.0% | Unchanged |
| Tobam | 559 | $39.0K | 0.02% | +145+35.0% | Added |
| Umb Bank N A | 577 | $40.0K | 0.00% | +138+31.4% | Added |
| Ameritas Advisory Services, LLC | 616 | $42.7K | 0.00% | −12,180−95.2% | Reduced |
| Hemington Wealth Management | 638 | $44.0K | 0.01% | +46+7.8% | Added |
| Richardson Financial Services Inc. | 660 | $46.3K | 0.03% | +105+18.9% | Added |
| TruNorth Capital Management, LLC | 712 | $49.3K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 770 | $53.0K | 0.04% | +770 | New |
| Salem Investment Counselors Inc | 810 | $56.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 822 | $56.9K | 0.00% | +105+14.6% | Added |
| GeoWealth Management, LLC | 837 | $58.0K | 0.00% | −3,994−82.7% | Reduced |
| Sentry Investment Management LLC | 841 | $58.0K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 842 | $58.3K | 0.04% | +842 | New |
| Cranbrook Wealth Management, LLC | 873 | $60.5K | 0.01% | −42−4.6% | Reduced |
| MUFG Securities EMEA plc | 880 | $61.0K | 0.00% | +880 | New |
| Parkside Financial Bank & Trust | 891 | $61.7K | 0.01% | +26+3.0% | Added |
| Catalyst Capital Advisors LLC | 907 | $62.8K | 0.00% | −146−13.9% | Reduced |
| Amica Retiree Medical Trust | 905 | $63.0K | 0.09% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 926 | $64.2K | 0.04% | +24+2.7% | Added |
| Caldwell Sutter Capital, Inc. | 930 | $64.4K | 0.03% | +60+6.9% | Added |
| Robbins Farley LLC | 932 | $64.6K | 0.03% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 962 | $66.6K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,037 | $71.0K | 0.01% | +38+3.8% | Added |
| Grove Bank & Trust | 1,072 | $74.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $75.3K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $76.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,123 | $77.8K | 0.00% | +35+3.2% | Added |
| Ci Investments Inc. | 1,164 | $81.0K | 0.00% | +93+8.7% | Added |
| TD Waterhouse Canada Inc. | 1,165 | $81.7K | 0.00% | −151−11.5% | Reduced |
| CVA Family Office, LLC | 1,221 | $84.6K | 0.01% | +7+0.6% | Added |
| Harbour Investments, Inc. | 1,278 | $88.6K | 0.00% | +168+15.1% | Added |
| Federated Hermes, Inc. | 1,317 | $91.2K | 0.00% | −11−0.8% | Reduced |
| Costello Asset Management, INC | 1,408 | $97.5K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 1,419 | $98.3K | 0.01% | −47−3.2% | Reduced |
| First Financial Corp | 1,480 | $102.5K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $103.6K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $103.9K | 0.10% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,500 | $103.9K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,511 | $104.7K | 0.00% | −1,039−40.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,521 | $105.4K | 0.02% | −20,787−93.2% | Reduced |
| Bruce G. Allen Investments, LLC | 1,528 | $105.9K | 0.08% | +29+1.9% | Added |
| Acadian Asset Management LLC | 1,551 | $107.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,593 | $110.4K | 0.01% | −41−2.5% | Reduced |
| Larson Financial Group LLC | 1,701 | $117.8K | 0.00% | +907+114.2% | Added |
| MAI Capital Management | 1,776 | $123.0K | 0.00% | +204+13.0% | Added |
| CX Institutional | 1,813 | $126.0K | 0.00% | −154−7.8% | Reduced |
| Ostrum Asset Management | 1,859 | $128.8K | 0.01% | −54−2.8% | Reduced |
| Versant Capital Management, Inc | 1,878 | $130.1K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 1,899 | $131.6K | 0.03% | −1,778−48.4% | Reduced |
| Crewe Advisors LLC | 1,905 | $132.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $139.6K | 0.00% | −759−100.0% | Reduced |
| Colonial Trust Co | 2,046 | $141.7K | 0.02% | +16+0.8% | Added |
| SRS Capital Advisors, Inc. | 2,185 | $151.4K | 0.01% | +1,131+107.3% | Added |
| Allworth Financial LP | 2,211 | $153.2K | 0.00% | +319+16.9% | Added |
| Geneos Wealth Management Inc. | 2,275 | $157.6K | 0.00% | +12+0.5% | Added |
| Global Retirement Partners, LLC | 2,287 | $158.5K | 0.00% | +2,287 | New |
| Farther Finance Advisors, LLC | 2,502 | $173.3K | 0.00% | −795−24.1% | Reduced |
| Principal Securities, Inc. | 2,502 | $173.3K | 0.00% | +546+27.9% | Added |
| CoreCap Advisors, LLC | 2,621 | $181.6K | 0.01% | −135−4.9% | Reduced |
| Clearstead Advisors, LLC | 2,732 | $189.3K | 0.00% | +221+8.8% | Added |
| Ameritas Investment Partners, Inc. | 2,847 | $197.2K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,889 | $200.2K | 0.00% | −1,804−38.4% | Reduced |
| Cigna Investments Inc | 2,903 | $201.0K | 0.03% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,910 | $201.6K | 0.07% | +2,910 | New |
| Lakeridge Wealth Management LLC | 2,930 | $203.0K | 0.09% | +2,930 | New |
| Bradley Foster & Sargent Inc | 2,950 | $204.4K | 0.00% | 00.0% | Unchanged |