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 |
|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 2,957 | $204.9K | 0.09% | −159−5.1% | Reduced |
| Ascent Group, LLC | 2,972 | $205.9K | 0.01% | +2,972 | New |
| Longboard Asset Management, LP | 2,982 | $206.6K | 0.51% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,000 | $207.8K | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,012 | $208.6K | 0.05% | +3,012 | New |
| Journey Strategic Wealth LLC | 3,017 | $209.0K | 0.01% | +3,017 | New |
| Skopos Labs, Inc. | 3,019 | $209.2K | 0.03% | +1,571+108.5% | Added |
| Full Sail Capital, LLC | 3,033 | $210.1K | 0.01% | −221−6.8% | Reduced |
| Daymark Wealth Partners, LLC | 3,051 | $211.4K | 0.01% | −48−1.5% | Reduced |
| Patton Fund Management, Inc. | 3,051 | $211.4K | 0.05% | +3,051 | New |
| Chicago Trust Co NA | 3,100 | $214.8K | 0.03% | +3,100 | New |
| Venture Visionary Partners LLC | 3,165 | $219.3K | 0.01% | +119+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 3,195 | $221.3K | 0.01% | −49−1.5% | Reduced |
| Aaron Wealth Advisors | 3,218 | $222.9K | 0.02% | +17+0.5% | Added |
| Brown Advisory Inc | 3,229 | $223.7K | 0.00% | +3,229 | New |
| Stanley-Laman Group, Ltd. | 3,281 | $227.3K | 0.03% | +442+15.6% | Added |
| Norden Group LLC | 3,290 | $228.0K | 0.02% | +3,290 | New |
| First Heartland Consultants, Inc. | 3,298 | $228.5K | 0.02% | +3,298 | New |
| Schonfeld Strategic Advisors LLC | 3,325 | $230.4K | 0.00% | −14,599−81.4% | Reduced |
| Stiles Financial Services Inc | 3,346 | $231.8K | 0.08% | +26+0.8% | Added |
| Morningstar Investment Management LLC | 3,391 | $235.0K | 0.02% | +3,391 | New |
| VeraBank, N.A. | 3,400 | $235.6K | 0.05% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,441 | $238.4K | 0.06% | +9+0.3% | Added |
| Gen-Wealth Partners Inc | 3,457 | $239.5K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 3,461 | $239.8K | 0.06% | +2+0.1% | Added |
| MQS Management LLC | 3,472 | $240.5K | 0.13% | +3,472 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3,477 | $240.9K | 0.08% | −42−1.2% | Reduced |
| Pointe Capital Management LLC | 3,515 | $243.5K | 0.13% | 00.0% | Unchanged |
| Platform Technology Partners | 3,519 | $243.8K | 0.06% | +3,519 | New |
| Parallel Advisors, LLC | 3,571 | $247.4K | 0.00% | +19+0.5% | Added |
| Brevan Howard Capital Management LP | 3,573 | $247.5K | 0.00% | +3,573 | New |
| Commerzbank Aktiengesellschaft | 3,566 | $248.0K | 0.01% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,581 | $251.9K | 0.05% | −263−6.8% | Reduced |
| Engineers Gate Manager LP | 3,640 | $252.2K | 0.00% | −49,116−93.1% | Reduced |
| MBB Public Markets I LLC | 3,661 | $253.6K | 0.03% | −806−18.0% | Reduced |
| Gsa Capital Partners LLP | 3,671 | $254.0K | 0.02% | +3,671 | New |
| Jones Financial Companies LLLP | 3,708 | $255.9K | 0.00% | +925+33.2% | Added |
| Citizens Financial Group Inc | 3,706 | $256.8K | 0.00% | +1,041+39.1% | Added |
| Aventura Private Wealth, LLC | 3,726 | $258.1K | 0.11% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 3,740 | $259.1K | 0.07% | −565−13.1% | Reduced |
| Massmutual Trust Co FSB | 3,803 | $263.5K | 0.01% | +198+5.5% | Added |
| Resources Investment Advisors, LLC. | 3,805 | $263.6K | 0.00% | −147−3.7% | Reduced |
| Merit Financial Group, LLC | 3,809 | $263.9K | 0.00% | +3,809 | New |
| NorthRock Partners, LLC | 3,813 | $264.2K | 0.01% | +181+5.0% | Added |
| Vontobel Holding Ltd. | 3,874 | $268.4K | 0.00% | −788−16.9% | Reduced |
| McDonald Partners LLC | 3,863 | $268.6K | 0.06% | +33+0.9% | Added |
| Quadrant Capital Group LLC | 3,891 | $269.6K | 0.01% | −1,006−20.5% | Reduced |
| SageView Advisory Group, LLC | 3,797 | $270.9K | 0.01% | +31+0.8% | Added |
| Prudential PLC | 3,913 | $271.1K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 3,949 | $273.6K | 0.02% | −1,347−25.4% | Reduced |
| Frank, Rimerman Advisors LLC | 3,971 | $275.1K | 0.02% | −1,051−20.9% | Reduced |
| Capital Investment Advisors, LLC | 4,016 | $278.3K | 0.00% | −193−4.6% | Reduced |
| Journey Advisory Group, LLC | 4,050 | $280.6K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $281.3K | 0.11% | +3,745 | New |
| Continuum Advisory, LLC | 4,115 | $285.1K | 0.03% | +144+3.6% | Added |
| Siemens Fonds Invest GmbH | 4,124 | $285.7K | 0.02% | +691+20.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,179 | $289.4K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,215 | $292.0K | 0.02% | +855+25.4% | Added |
| Stephens Consulting, LLC | 4,219 | $292.3K | 0.07% | −7−0.2% | Reduced |
| Davenport & Co LLC | 4,239 | $293.6K | 0.00% | −265−5.9% | Reduced |
| Armis Advisers, LLC | 4,231 | $297.7K | 0.02% | +35+0.8% | Added |
| Wetherby Asset Management Inc | 4,345 | $301.0K | 0.01% | +4,345 | New |
| Trust Co of the South | 4,404 | $305.1K | 0.05% | −19−0.4% | Reduced |
| Oxler Private Wealth LLC | 4,405 | $305.2K | 0.10% | −110−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 4,453 | $308.5K | 0.00% | −940−17.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,460 | $309.0K | 0.01% | +1,813+68.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,495 | $311.4K | 0.18% | −150−3.2% | Reduced |
| Trust Co of Toledo NA | 4,613 | $319.6K | 0.04% | +4,613 | New |
| Vestmark Advisory Solutions, Inc. | 4,645 | $321.8K | 0.00% | −1,101−19.2% | Reduced |
| Financial Advisors Network, Inc. | 4,688 | $324.8K | 0.05% | +601+14.7% | Added |
| Chatham Capital Group, Inc. | 4,730 | $327.7K | 0.05% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 4,750 | $329.1K | 0.08% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,768 | $330.3K | 0.01% | +90+1.9% | Added |
| LVW Advisors, LLC | 4,867 | $337.2K | 0.04% | +670+16.0% | Added |
| Coldstream Capital Management Inc | 4,897 | $339.2K | 0.01% | +193+4.1% | Added |
| International Private Wealth Advisors LLC | 4,924 | $341.1K | 0.29% | −927−15.8% | Reduced |
| NewEdge Wealth, LLC | 4,621 | $344.4K | 0.01% | −86−1.8% | Reduced |
| Silverleafe Capital Partners, LLC | 5,000 | $346.4K | 0.12% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 5,000 | $346.4K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,001 | $346.5K | 0.00% | +1,459+41.2% | Added |
| Moment Partners, LLC | 5,014 | $347.3K | 0.07% | +182+3.8% | Added |
| Blair William & Co | 5,015 | $347.5K | 0.00% | −42−0.8% | Reduced |
| Ossiam | 5,025 | $348.1K | 0.00% | −6,786−57.5% | Reduced |
| Carrera Capital Advisors | 5,074 | $351.5K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,081 | $352.0K | 0.01% | −4−0.1% | Reduced |
| WSFS Capital Management, LLC | 5,151 | $356.9K | 0.02% | +5,151 | New |
| Baader Bank INC | 5,204 | $360.1K | 0.03% | +1,836+54.5% | Added |
| Strategy Asset Managers LLC | 5,262 | $364.5K | 0.07% | −97−1.8% | Reduced |
| Wedbush Securities Inc | 5,297 | $367.0K | 0.01% | −7−0.1% | Reduced |
| HighPoint Advisor Group LLC | 5,331 | $369.3K | 0.02% | +304+6.0% | Added |
| Fifth Third Wealth Advisors LLC | 5,340 | $369.9K | 0.02% | −219−3.9% | Reduced |
| Signaturefd, LLC | 5,346 | $370.4K | 0.01% | +130+2.5% | Added |
| Fox Run Management, L.L.C. | 5,367 | $371.8K | 0.06% | +5,367 | New |
| Apollon Wealth Management, LLC | 5,470 | $378.9K | 0.01% | +865+18.8% | Added |
| Fulton Bank, N.A. | 5,476 | $379.4K | 0.01% | +196+3.7% | Added |
| Samalin Investment Counsel, LLC | 5,488 | $380.3K | 0.15% | −259−4.5% | Reduced |
| Crestwood Advisors Group LLC | 5,517 | $382.2K | 0.01% | +179+3.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,597 | $387.8K | 0.00% | −827−12.9% | Reduced |
| Paradigm Financial Partners, LLC | 5,598 | $387.8K | 0.04% | +801+16.7% | Added |
| Syon Capital LLC | 5,734 | $397.3K | 0.03% | +2,794+95.0% | Added |