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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 3,874 | $268.4K | 0.00% | −788−16.9% | Reduced |
| NorthRock Partners, LLC | 3,813 | $264.2K | 0.01% | +181+5.0% | Added |
| Merit Financial Group, LLC | 3,809 | $263.9K | 0.00% | +3,809 | New |
| Resources Investment Advisors, LLC. | 3,805 | $263.6K | 0.00% | −147−3.7% | Reduced |
| Massmutual Trust Co FSB | 3,803 | $263.5K | 0.01% | +198+5.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,740 | $259.1K | 0.07% | −565−13.1% | Reduced |
| Aventura Private Wealth, LLC | 3,726 | $258.1K | 0.11% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,706 | $256.8K | 0.00% | +1,041+39.1% | Added |
| Jones Financial Companies LLLP | 3,708 | $255.9K | 0.00% | +925+33.2% | Added |
| Gsa Capital Partners LLP | 3,671 | $254.0K | 0.02% | +3,671 | New |
| MBB Public Markets I LLC | 3,661 | $253.6K | 0.03% | −806−18.0% | Reduced |
| Engineers Gate Manager LP | 3,640 | $252.2K | 0.00% | −49,116−93.1% | Reduced |
| Financial Strategies Group, Inc. | 3,581 | $251.9K | 0.05% | −263−6.8% | Reduced |
| Commerzbank Aktiengesellschaft | 3,566 | $248.0K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,573 | $247.5K | 0.00% | +3,573 | New |
| Parallel Advisors, LLC | 3,571 | $247.4K | 0.00% | +19+0.5% | Added |
| Platform Technology Partners | 3,519 | $243.8K | 0.06% | +3,519 | New |
| Pointe Capital Management LLC | 3,515 | $243.5K | 0.13% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 3,477 | $240.9K | 0.08% | −42−1.2% | Reduced |
| MQS Management LLC | 3,472 | $240.5K | 0.13% | +3,472 | New |
| Essex Savings Bank | 3,461 | $239.8K | 0.06% | +2+0.1% | Added |
| Gen-Wealth Partners Inc | 3,457 | $239.5K | 0.09% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,441 | $238.4K | 0.06% | +9+0.3% | Added |
| VeraBank, N.A. | 3,400 | $235.6K | 0.05% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,391 | $235.0K | 0.02% | +3,391 | New |
| Stiles Financial Services Inc | 3,346 | $231.8K | 0.08% | +26+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 3,325 | $230.4K | 0.00% | −14,599−81.4% | Reduced |
| First Heartland Consultants, Inc. | 3,298 | $228.5K | 0.02% | +3,298 | New |
| Norden Group LLC | 3,290 | $228.0K | 0.02% | +3,290 | New |
| Stanley-Laman Group, Ltd. | 3,281 | $227.3K | 0.03% | +442+15.6% | Added |
| Brown Advisory Inc | 3,229 | $223.7K | 0.00% | +3,229 | New |
| Aaron Wealth Advisors | 3,218 | $222.9K | 0.02% | +17+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 3,195 | $221.3K | 0.01% | −49−1.5% | Reduced |
| Venture Visionary Partners LLC | 3,165 | $219.3K | 0.01% | +119+3.9% | Added |
| Chicago Trust Co NA | 3,100 | $214.8K | 0.03% | +3,100 | New |
| Patton Fund Management, Inc. | 3,051 | $211.4K | 0.05% | +3,051 | New |
| Daymark Wealth Partners, LLC | 3,051 | $211.4K | 0.01% | −48−1.5% | Reduced |
| Full Sail Capital, LLC | 3,033 | $210.1K | 0.01% | −221−6.8% | Reduced |
| Skopos Labs, Inc. | 3,019 | $209.2K | 0.03% | +1,571+108.5% | Added |
| Journey Strategic Wealth LLC | 3,017 | $209.0K | 0.01% | +3,017 | New |
| Drive Wealth Management, LLC | 3,012 | $208.6K | 0.05% | +3,012 | New |
| SkyOak Wealth, LLC | 3,000 | $207.8K | 0.04% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,982 | $206.6K | 0.51% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,972 | $205.9K | 0.01% | +2,972 | New |
| Prosperity Financial Group, Inc. | 2,957 | $204.9K | 0.09% | −159−5.1% | Reduced |
| Bradley Foster & Sargent Inc | 2,950 | $204.4K | 0.00% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 2,930 | $203.0K | 0.09% | +2,930 | New |
| Florida Financial Advisors, LLC | 2,910 | $201.6K | 0.07% | +2,910 | New |
| Cigna Investments Inc | 2,903 | $201.0K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,889 | $200.2K | 0.00% | −1,804−38.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,847 | $197.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,732 | $189.3K | 0.00% | +221+8.8% | Added |
| CoreCap Advisors, LLC | 2,621 | $181.6K | 0.01% | −135−4.9% | Reduced |
| Principal Securities, Inc. | 2,502 | $173.3K | 0.00% | +546+27.9% | Added |
| Farther Finance Advisors, LLC | 2,502 | $173.3K | 0.00% | −795−24.1% | Reduced |
| Global Retirement Partners, LLC | 2,287 | $158.5K | 0.00% | +2,287 | New |
| Geneos Wealth Management Inc. | 2,275 | $157.6K | 0.00% | +12+0.5% | Added |
| Allworth Financial LP | 2,211 | $153.2K | 0.00% | +319+16.9% | Added |
| SRS Capital Advisors, Inc. | 2,185 | $151.4K | 0.01% | +1,131+107.3% | Added |
| Colonial Trust Co | 2,046 | $141.7K | 0.02% | +16+0.8% | Added |
| IFP Advisors, Inc | 0 | $139.6K | 0.00% | −759−100.0% | Reduced |
| Crewe Advisors LLC | 1,905 | $132.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 1,899 | $131.6K | 0.03% | −1,778−48.4% | Reduced |
| Versant Capital Management, Inc | 1,878 | $130.1K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,859 | $128.8K | 0.01% | −54−2.8% | Reduced |
| CX Institutional | 1,813 | $126.0K | 0.00% | −154−7.8% | Reduced |
| MAI Capital Management | 1,776 | $123.0K | 0.00% | +204+13.0% | Added |
| Larson Financial Group LLC | 1,701 | $117.8K | 0.00% | +907+114.2% | Added |
| Rothschild Investment LLC | 1,593 | $110.4K | 0.01% | −41−2.5% | Reduced |
| Acadian Asset Management LLC | 1,551 | $107.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,528 | $105.9K | 0.08% | +29+1.9% | Added |
| Aster Capital Management (DIFC) Ltd | 1,521 | $105.4K | 0.02% | −20,787−93.2% | Reduced |
| Spire Wealth Management | 1,511 | $104.7K | 0.00% | −1,039−40.7% | Reduced |
| 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 |
| Oakworth Capital, Inc. | 1,495 | $103.6K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,480 | $102.5K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 1,419 | $98.3K | 0.01% | −47−3.2% | Reduced |
| Costello Asset Management, INC | 1,408 | $97.5K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,317 | $91.2K | 0.00% | −11−0.8% | Reduced |
| Harbour Investments, Inc. | 1,278 | $88.6K | 0.00% | +168+15.1% | Added |
| CVA Family Office, LLC | 1,221 | $84.6K | 0.01% | +7+0.6% | Added |
| TD Waterhouse Canada Inc. | 1,165 | $81.7K | 0.00% | −151−11.5% | Reduced |
| Ci Investments Inc. | 1,164 | $81.0K | 0.00% | +93+8.7% | Added |
| TD Private Client Wealth LLC | 1,123 | $77.8K | 0.00% | +35+3.2% | Added |
| Montag A & Associates Inc | 1,100 | $76.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $75.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,072 | $74.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,037 | $71.0K | 0.01% | +38+3.8% | Added |
| Bernard Wealth Management Corp. | 962 | $66.6K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 932 | $64.6K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 930 | $64.4K | 0.03% | +60+6.9% | Added |
| Cromwell Holdings LLC | 926 | $64.2K | 0.04% | +24+2.7% | Added |
| Amica Retiree Medical Trust | 905 | $63.0K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 907 | $62.8K | 0.00% | −146−13.9% | Reduced |
| Parkside Financial Bank & Trust | 891 | $61.7K | 0.01% | +26+3.0% | Added |
| MUFG Securities EMEA plc | 880 | $61.0K | 0.00% | +880 | New |
| Cranbrook Wealth Management, LLC | 873 | $60.5K | 0.01% | −42−4.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 842 | $58.3K | 0.04% | +842 | New |
| Sentry Investment Management LLC | 841 | $58.0K | 0.03% | 00.0% | Unchanged |