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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 5,947 | $412.1K | 0.00% | −2,122−26.3% | Reduced |
| Accurate Wealth Management, LLC | 5,854 | $413.0K | 0.06% | −17−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,025 | $417.4K | 0.01% | +1,610+36.5% | Added |
| Callan Family Office, LLC | 6,165 | $427.1K | 0.01% | +6,165 | New |
| Segment Wealth Management, LLC | 6,180 | $428.1K | 0.03% | +1,172+23.4% | Added |
| Fieldview Capital Management, LLC | 6,183 | $428.4K | 0.06% | +6,183 | New |
| Conning Inc. | 6,200 | $429.5K | 0.01% | +231+3.9% | Added |
| Alps Advisors Inc | 6,209 | $430.2K | 0.00% | +6,209 | New |
| Tower Research Capital LLC (TRC) | 6,220 | $430.9K | 0.01% | −16,633−72.8% | Reduced |
| Ethic Inc. | 6,533 | $450.8K | 0.01% | +852+15.0% | Added |
| Ballentine Partners, LLC | 6,538 | $453.0K | 0.01% | +242+3.8% | Added |
| MUFG Securities Americas Inc. | 6,629 | $459.3K | 0.04% | +1,340+25.3% | Added |
| EntryPoint Capital, LLC | 6,769 | $469.0K | 0.24% | −209−3.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,825 | $472.8K | 0.03% | −288−4.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,848 | $474.4K | 0.00% | −8,128−54.3% | Reduced |
| Advisory Alpha, LLC | 6,864 | $475.6K | 0.01% | −68−1.0% | Reduced |
| Shell Asset Management Co | 6,867 | $476.0K | 0.02% | −105−1.5% | Reduced |
| Empowered Funds, LLC | 6,878 | $476.5K | 0.01% | +90+1.3% | Added |
| LMR Partners LLP | 6,906 | $478.4K | 0.01% | +1,852+36.6% | Added |
| Kestra Advisory Services, LLC | 6,986 | $484.0K | 0.00% | +159+2.3% | Added |
| LifeWealth Investments, LLC | 7,034 | $487.3K | 0.08% | −173−2.4% | Reduced |
| Quaero Capital S.A. | 7,161 | $496.1K | 0.62% | +7,161 | New |
| Investment Management Corp of Ontario | 7,292 | $505.2K | 0.01% | −1,200−14.1% | Reduced |
| Acorn Wealth Advisors, LLC | 7,343 | $508.7K | 0.19% | −145−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 7,405 | $513.0K | 0.00% | +158+2.2% | Added |
| Wedmont Private Capital | 7,571 | $528.1K | 0.02% | +1,753+30.1% | Added |
| Quadrature Capital Ltd | 7,683 | $532.2K | 0.01% | +7,683 | New |
| Vise Technologies, Inc. | 7,715 | $534.5K | 0.02% | +7,715 | New |
| Boit C F David | 7,800 | $540.4K | 0.26% | 00.0% | Unchanged |
| Walleye Capital LLC | 7,802 | $540.5K | 0.01% | +7,802 | New |
| V-Square Quantitative Management LLC | 7,859 | $544.5K | 0.07% | +555+7.6% | Added |
| Prospera Financial Services Inc | 8,025 | $556.0K | 0.01% | −4,235−34.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,093 | $560.7K | 0.04% | −561−6.5% | Reduced |
| OmniStar Financial Group, Inc. | 8,149 | $564.6K | 0.42% | +15+0.2% | Added |
| Summit Trail Advisors, LLC | 8,334 | $577.4K | 0.01% | +8,334 | New |
| Exchange Capital Management, Inc. | 8,360 | $579.2K | 0.09% | −2,378−22.1% | Reduced |
| Bridgefront Capital, LLC | 8,423 | $583.5K | 0.15% | +8,423 | New |
| Bryn Mawr Trust Co | 8,727 | $604.6K | 0.01% | −978−10.1% | Reduced |
| Centennial Wealth Advisory LLC | 8,873 | $614.7K | 0.20% | −528−5.6% | Reduced |
| Bessemer Group Inc | 8,871 | $616.0K | 0.00% | −14,157−61.5% | Reduced |
| Commerce Bank | 8,964 | $621.0K | 0.00% | −219−2.4% | Reduced |
| Finer Wealth Management, Inc. | 9,000 | $623.5K | 0.33% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 9,002 | $624.0K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,021 | $624.9K | 0.01% | +437+5.1% | Added |
| Ronald Blue Trust, Inc. | 9,053 | $627.2K | 0.01% | +1,518+20.1% | Added |
| MML Investors Services, LLC | 9,162 | $635.0K | 0.00% | −483−5.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,173 | $635.5K | 0.00% | +311+3.5% | Added |
| Foster & Motley Inc | 9,226 | $639.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 9,234 | $639.7K | 0.01% | −98−1.1% | Reduced |
| Legacy Capital Group California, Inc. | 9,241 | $640.2K | 0.18% | +1,163+14.4% | Added |
| United Capital Financial Advisers, LLC | 9,285 | $643.3K | 0.01% | −309−3.2% | Reduced |
| Quest Partners LLC | 9,334 | $646.7K | 0.06% | +8,883+1,969.6% | Added |
| Banque Cantonale Vaudoise | 9,474 | $656.0K | 0.03% | −42−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,520 | $659.5K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,543 | $661.1K | 0.01% | +40+0.4% | Added |
| Azimuth Capital Investment Management LLC | 9,622 | $666.6K | 0.02% | −500−4.9% | Reduced |
| Hantz Financial Services, Inc. | 9,681 | $671.0K | 0.01% | +600+6.6% | Added |
| Zions Bancorporation, National Association | 9,786 | $678.0K | 0.04% | +36+0.4% | Added |
| Lido Advisors, LLC | 9,969 | $690.7K | 0.00% | −37−0.4% | Reduced |
| Canton Hathaway, LLC | 10,000 | $693.0K | 0.14% | 00.0% | Unchanged |
| Capital International Inc | 10,073 | $697.9K | 0.01% | −219−2.1% | Reduced |
| SG Americas Securities, LLC | 10,199 | $707.0K | 0.00% | −9,842−49.1% | Reduced |
| BKM Wealth Management, LLC | 10,308 | $714.1K | 0.28% | −309−2.9% | Reduced |
| Empirical Finance, LLC | 10,385 | $719.5K | 0.04% | +69+0.7% | Added |
| Diversify Advisory Services, LLC | 10,028 | $730.2K | 0.03% | +10,028 | New |
| Sumitomo Life Insurance Co | 10,657 | $738.3K | 0.05% | −576−5.1% | Reduced |
| Horizon Investments, LLC | 10,849 | $746.2K | 0.01% | +6,500+149.5% | Added |
| Smartleaf Asset Management LLC | 10,880 | $750.9K | 0.07% | −1,216−10.1% | Reduced |
| Integrated Investment Consultants, LLC | 10,861 | $752.5K | 0.15% | 00.0% | Unchanged |
| Danske Bank A/S | 10,900 | $755.2K | 0.00% | +4,100+60.3% | Added |
| Sequoia Financial Advisors, LLC | 10,981 | $760.8K | 0.01% | +566+5.4% | Added |
| Greenleaf Trust | 11,080 | $767.6K | 0.01% | −495−4.3% | Reduced |
| Kesler, Norman & Wride, LLC | 11,240 | $778.8K | 0.14% | −100−0.9% | Reduced |
| Farringdon Capital, Ltd. | 11,344 | $785.9K | 0.26% | +5,199+84.6% | Added |
| Altfest L J & Co Inc | 11,411 | $790.5K | 0.09% | +397+3.6% | Added |
| QRG Capital Management, Inc. | 11,463 | $794.2K | 0.01% | +420+3.8% | Added |
| Chesley Taft & Associates LLC | 11,656 | $807.5K | 0.04% | −150−1.3% | Reduced |
| BLB&B Advisors, LLC | 11,725 | $812.3K | 0.04% | −666−5.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 11,838 | $820.1K | 0.09% | +11,838 | New |
| Mather Group, LLC. | 11,922 | $825.9K | 0.01% | +4,160+53.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 11,932 | $826.6K | 0.00% | +8,370+235.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,022 | $833.0K | 0.01% | +1,243+11.5% | Added |
| Icon Advisers Inc | 12,200 | $845.2K | 0.19% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,297 | $851.9K | 0.01% | −3,378−21.6% | Reduced |
| Thrivent Financial for Lutherans | 12,311 | $853.0K | 0.00% | +48+0.4% | Added |
| Summit Financial, LLC | 12,383 | $857.9K | 0.02% | −56−0.5% | Reduced |
| Blueshift Asset Management, LLC | 12,478 | $864.5K | 0.27% | +12,478 | New |
| Exchange Traded Concepts, LLC | 12,502 | $866.1K | 0.01% | +14+0.1% | Added |
| Moody National Bank Trust Division | 12,654 | $876.7K | 0.08% | +210+1.7% | Added |
| Meeder Advisory Services, Inc. | 12,850 | $890.3K | 0.05% | −591−4.4% | Reduced |
| Benjamin Edwards Inc | 12,907 | $894.2K | 0.01% | −358−2.7% | Reduced |
| Alamea Verwaltungs GmbH | 13,113 | $908.5K | 0.68% | +1,001+8.3% | Added |
| CWM, LLC | 13,138 | $910.0K | 0.00% | −1,630−11.0% | Reduced |
| USA Financial Portformulas Corp | 13,218 | $915.7K | 0.16% | +13,218 | New |
| Qtron Investments LLC | 13,508 | $935.8K | 0.12% | −1,030−7.1% | Reduced |
| Vident Advisory, LLC | 13,530 | $937.4K | 0.01% | +1,975+17.1% | Added |
| FORA Capital, LLC | 13,851 | $959.6K | 0.11% | +3,455+33.2% | Added |
| Elevated Capital Advisors, LLC | 12,819 | $962.8K | 0.27% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,911 | $963.8K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 14,009 | $970.6K | 0.01% | +218+1.6% | Added |