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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 9,053 | $627.2K | 0.01% | +1,518+20.1% | Added |
| RSM US Wealth Management LLC | 9,021 | $624.9K | 0.01% | +437+5.1% | Added |
| Amica Mutual Insurance Co | 9,002 | $624.0K | 0.06% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 9,000 | $623.5K | 0.33% | 00.0% | Unchanged |
| Commerce Bank | 8,964 | $621.0K | 0.00% | −219−2.4% | Reduced |
| Bessemer Group Inc | 8,871 | $616.0K | 0.00% | −14,157−61.5% | Reduced |
| Centennial Wealth Advisory LLC | 8,873 | $614.7K | 0.20% | −528−5.6% | Reduced |
| Bryn Mawr Trust Co | 8,727 | $604.6K | 0.01% | −978−10.1% | Reduced |
| Bridgefront Capital, LLC | 8,423 | $583.5K | 0.15% | +8,423 | New |
| Exchange Capital Management, Inc. | 8,360 | $579.2K | 0.09% | −2,378−22.1% | Reduced |
| Summit Trail Advisors, LLC | 8,334 | $577.4K | 0.01% | +8,334 | New |
| OmniStar Financial Group, Inc. | 8,149 | $564.6K | 0.42% | +15+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,093 | $560.7K | 0.04% | −561−6.5% | Reduced |
| Prospera Financial Services Inc | 8,025 | $556.0K | 0.01% | −4,235−34.5% | Reduced |
| V-Square Quantitative Management LLC | 7,859 | $544.5K | 0.07% | +555+7.6% | Added |
| Walleye Capital LLC | 7,802 | $540.5K | 0.01% | +7,802 | New |
| Boit C F David | 7,800 | $540.4K | 0.26% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,715 | $534.5K | 0.02% | +7,715 | New |
| Quadrature Capital Ltd | 7,683 | $532.2K | 0.01% | +7,683 | New |
| Wedmont Private Capital | 7,571 | $528.1K | 0.02% | +1,753+30.1% | Added |
| CIBC Private Wealth Group, LLC | 7,405 | $513.0K | 0.00% | +158+2.2% | Added |
| Acorn Wealth Advisors, LLC | 7,343 | $508.7K | 0.19% | −145−1.9% | Reduced |
| Investment Management Corp of Ontario | 7,292 | $505.2K | 0.01% | −1,200−14.1% | Reduced |
| Quaero Capital S.A. | 7,161 | $496.1K | 0.62% | +7,161 | New |
| LifeWealth Investments, LLC | 7,034 | $487.3K | 0.08% | −173−2.4% | Reduced |
| Kestra Advisory Services, LLC | 6,986 | $484.0K | 0.00% | +159+2.3% | Added |
| LMR Partners LLP | 6,906 | $478.4K | 0.01% | +1,852+36.6% | Added |
| Empowered Funds, LLC | 6,878 | $476.5K | 0.01% | +90+1.3% | Added |
| Shell Asset Management Co | 6,867 | $476.0K | 0.02% | −105−1.5% | Reduced |
| Advisory Alpha, LLC | 6,864 | $475.6K | 0.01% | −68−1.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,848 | $474.4K | 0.00% | −8,128−54.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,825 | $472.8K | 0.03% | −288−4.0% | Reduced |
| EntryPoint Capital, LLC | 6,769 | $469.0K | 0.24% | −209−3.0% | Reduced |
| MUFG Securities Americas Inc. | 6,629 | $459.3K | 0.04% | +1,340+25.3% | Added |
| Ballentine Partners, LLC | 6,538 | $453.0K | 0.01% | +242+3.8% | Added |
| Ethic Inc. | 6,533 | $450.8K | 0.01% | +852+15.0% | Added |
| Tower Research Capital LLC (TRC) | 6,220 | $430.9K | 0.01% | −16,633−72.8% | Reduced |
| Alps Advisors Inc | 6,209 | $430.2K | 0.00% | +6,209 | New |
| Conning Inc. | 6,200 | $429.5K | 0.01% | +231+3.9% | Added |
| Fieldview Capital Management, LLC | 6,183 | $428.4K | 0.06% | +6,183 | New |
| Segment Wealth Management, LLC | 6,180 | $428.1K | 0.03% | +1,172+23.4% | Added |
| Callan Family Office, LLC | 6,165 | $427.1K | 0.01% | +6,165 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,025 | $417.4K | 0.01% | +1,610+36.5% | Added |
| Accurate Wealth Management, LLC | 5,854 | $413.0K | 0.06% | −17−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,947 | $412.1K | 0.00% | −2,122−26.3% | Reduced |
| Syon Capital LLC | 5,734 | $397.3K | 0.03% | +2,794+95.0% | Added |
| Paradigm Financial Partners, LLC | 5,598 | $387.8K | 0.04% | +801+16.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,597 | $387.8K | 0.00% | −827−12.9% | Reduced |
| Crestwood Advisors Group LLC | 5,517 | $382.2K | 0.01% | +179+3.4% | Added |
| Samalin Investment Counsel, LLC | 5,488 | $380.3K | 0.15% | −259−4.5% | Reduced |
| Fulton Bank, N.A. | 5,476 | $379.4K | 0.01% | +196+3.7% | Added |
| Apollon Wealth Management, LLC | 5,470 | $378.9K | 0.01% | +865+18.8% | Added |
| Fox Run Management, L.L.C. | 5,367 | $371.8K | 0.06% | +5,367 | New |
| Signaturefd, LLC | 5,346 | $370.4K | 0.01% | +130+2.5% | Added |
| Fifth Third Wealth Advisors LLC | 5,340 | $369.9K | 0.02% | −219−3.9% | Reduced |
| HighPoint Advisor Group LLC | 5,331 | $369.3K | 0.02% | +304+6.0% | Added |
| Wedbush Securities Inc | 5,297 | $367.0K | 0.01% | −7−0.1% | Reduced |
| Strategy Asset Managers LLC | 5,262 | $364.5K | 0.07% | −97−1.8% | Reduced |
| Baader Bank INC | 5,204 | $360.1K | 0.03% | +1,836+54.5% | Added |
| WSFS Capital Management, LLC | 5,151 | $356.9K | 0.02% | +5,151 | New |
| Belpointe Asset Management LLC | 5,081 | $352.0K | 0.01% | −4−0.1% | Reduced |
| Carrera Capital Advisors | 5,074 | $351.5K | 0.07% | 00.0% | Unchanged |
| Ossiam | 5,025 | $348.1K | 0.00% | −6,786−57.5% | Reduced |
| Blair William & Co | 5,015 | $347.5K | 0.00% | −42−0.8% | Reduced |
| Moment Partners, LLC | 5,014 | $347.3K | 0.07% | +182+3.8% | Added |
| Savant Capital, LLC | 5,001 | $346.5K | 0.00% | +1,459+41.2% | Added |
| 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 |
| NewEdge Wealth, LLC | 4,621 | $344.4K | 0.01% | −86−1.8% | Reduced |
| International Private Wealth Advisors LLC | 4,924 | $341.1K | 0.29% | −927−15.8% | Reduced |
| Coldstream Capital Management Inc | 4,897 | $339.2K | 0.01% | +193+4.1% | Added |
| LVW Advisors, LLC | 4,867 | $337.2K | 0.04% | +670+16.0% | Added |
| Sowell Financial Services LLC | 4,768 | $330.3K | 0.01% | +90+1.9% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $329.1K | 0.08% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,730 | $327.7K | 0.05% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,688 | $324.8K | 0.05% | +601+14.7% | Added |
| Vestmark Advisory Solutions, Inc. | 4,645 | $321.8K | 0.00% | −1,101−19.2% | Reduced |
| Trust Co of Toledo NA | 4,613 | $319.6K | 0.04% | +4,613 | New |
| Pinnacle Wealth Management Group, Inc. | 4,495 | $311.4K | 0.18% | −150−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,460 | $309.0K | 0.01% | +1,813+68.5% | Added |
| Kestra Private Wealth Services, LLC | 4,453 | $308.5K | 0.00% | −940−17.4% | Reduced |
| Oxler Private Wealth LLC | 4,405 | $305.2K | 0.10% | −110−2.4% | Reduced |
| Trust Co of the South | 4,404 | $305.1K | 0.05% | −19−0.4% | Reduced |
| Wetherby Asset Management Inc | 4,345 | $301.0K | 0.01% | +4,345 | New |
| Armis Advisers, LLC | 4,231 | $297.7K | 0.02% | +35+0.8% | Added |
| Davenport & Co LLC | 4,239 | $293.6K | 0.00% | −265−5.9% | Reduced |
| Stephens Consulting, LLC | 4,219 | $292.3K | 0.07% | −7−0.2% | Reduced |
| Sage Mountain Advisors LLC | 4,215 | $292.0K | 0.02% | +855+25.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,179 | $289.4K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,124 | $285.7K | 0.02% | +691+20.1% | Added |
| Continuum Advisory, LLC | 4,115 | $285.1K | 0.03% | +144+3.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $281.3K | 0.11% | +3,745 | New |
| Journey Advisory Group, LLC | 4,050 | $280.6K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,016 | $278.3K | 0.00% | −193−4.6% | Reduced |
| Frank, Rimerman Advisors LLC | 3,971 | $275.1K | 0.02% | −1,051−20.9% | Reduced |
| Pitcairn Co | 3,949 | $273.6K | 0.02% | −1,347−25.4% | Reduced |
| Prudential PLC | 3,913 | $271.1K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,797 | $270.9K | 0.01% | +31+0.8% | Added |
| Quadrant Capital Group LLC | 3,891 | $269.6K | 0.01% | −1,006−20.5% | Reduced |
| McDonald Partners LLC | 3,863 | $268.6K | 0.06% | +33+0.9% | Added |