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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 837 | $58.0K | 0.00% | −3,994−82.7% | Reduced |
| Brown Brothers Harriman & Co | 822 | $56.9K | 0.00% | +105+14.6% | Added |
| Salem Investment Counselors Inc | 810 | $56.1K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 770 | $53.0K | 0.04% | +770 | New |
| TruNorth Capital Management, LLC | 712 | $49.3K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 660 | $46.3K | 0.03% | +105+18.9% | Added |
| Hemington Wealth Management | 638 | $44.0K | 0.01% | +46+7.8% | Added |
| Ameritas Advisory Services, LLC | 616 | $42.7K | 0.00% | −12,180−95.2% | Reduced |
| Umb Bank N A | 577 | $40.0K | 0.00% | +138+31.4% | Added |
| Tobam | 559 | $39.0K | 0.02% | +145+35.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 539 | $37.3K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 535 | $37.1K | 0.00% | +300+127.7% | Added |
| First Horizon Advisors, Inc. | 524 | $36.3K | 0.00% | −113−17.7% | 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 |
| WPG Advisers, LLC | 507 | $35.1K | 0.03% | −121−19.3% | Reduced |
| Capital A Wealth Management, LLC | 594 | $34.5K | 0.39% | +574+2,870.0% | Added |
| BankPlus Trust Department | 430 | $29.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $29.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 413 | $28.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $28.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $27.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $25.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 351 | $24.3K | 0.00% | +351 | New |
| Clal Insurance Enterprises Holdings Ltd | 341 | $24.0K | 0.00% | +223+189.0% | Added |
| Johnson Financial Group, Inc. | 338 | $23.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 327 | $22.7K | 0.00% | +327 | New |
| MV Capital Management, Inc. | 318 | $22.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $20.8K | 0.01% | +300 | New |
| SJS Investment Consulting Inc. | 298 | $20.6K | 0.00% | −10−3.2% | Reduced |
| Covestor Ltd | 279 | $19.0K | 0.01% | −1,164−80.7% | Reduced |
| Ransom Advisory, Ltd | 274 | $19.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 231 | $16.0K | 0.01% | 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 |
| HM Payson & Co | 215 | $14.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 206 | $14.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 201 | $13.9K | 0.00% | +201 | New |
| Eastern Bank | 200 | $13.9K | 0.00% | −95−32.2% | Reduced |
| Beacon Capital Management, LLC | 197 | $13.6K | 0.00% | +28+16.6% | Added |
| Fortitude Family Office, LLC | 191 | $13.2K | 0.00% | +50+35.5% | Added |
| Puff Wealth Management, LLC | 187 | $13.0K | 0.02% | +187 | New |
| Holos Integrated Wealth LLC | 168 | $12.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 174 | $12.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 176 | $12.0K | 0.00% | +29+19.7% | Added |
| Bangor Savings Bank | 168 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 165 | $11.4K | 0.00% | −53−24.3% | Reduced |
| Atwood & Palmer Inc | 160 | $11.1K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 158 | $10.9K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 158 | $10.9K | 0.00% | +158 | New |
| ORG Partners LLC | 146 | $10.2K | 0.00% | +71+94.7% | Added |
| DT Investment Partners, LLC | 145 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 138 | $9.56K | 0.00% | −12−8.0% | Reduced |
| Private Wealth Asset Management, LLC | 129 | $8.94K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 126 | $8.76K | 0.00% | +15+13.5% | Added |
| Aspect Partners, LLC | 126 | $8.73K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 121 | $8.48K | 0.00% | +121 | New |
| Center for Financial Planning, Inc. | 121 | $8.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 121 | $8.38K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 103 | $7.14K | 0.00% | −787−88.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 98 | $7.13K | 0.00% | +98 | New |
| Cornerstone Planning Group LLC | 96 | $7.12K | 0.00% | +26+37.1% | Added |
| HighMark Wealth Management LLC | 101 | $7.00K | 0.00% | −16−13.7% | Reduced |
| Atticus Wealth Management, LLC | 100 | $6.93K | 0.00% | −20−16.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 100 | $6.93K | 0.00% | +100 | New |
| Rosenberg Matthew Hamilton | 92 | $6.37K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 92 | $6.37K | 0.00% | −40−30.3% | Reduced |
| Sachetta, LLC | 91 | $6.30K | 0.00% | −200−68.7% | Reduced |
| Alerus Financial NA | 84 | $5.82K | 0.00% | +84 | New |
| Ameriflex Group, Inc. | 81 | $5.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $5.54K | 0.00% | +10+14.3% | Added |
| True Wealth Design, LLC | 79 | $5.47K | 0.00% | −24−23.3% | Reduced |
| South State Corp. | 74 | $5.13K | 0.00% | −55−42.6% | Reduced |
| TCTC Holdings, LLC | 73 | $5.06K | 0.00% | 00.0% | Unchanged |
| City State Bank | 65 | $4.50K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 64 | $4.43K | 0.00% | +64 | New |
| Quest 10 Wealth Builders, Inc. | 62 | $4.29K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $4.23K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 58 | $4.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 58 | $4.00K | 0.00% | +3+5.5% | Added |
| Mid-American Wealth Advisory Group, Inc. | 56 | $3.88K | 0.00% | +56 | New |
| Riggs Asset Managment Co. Inc. | 54 | $3.74K | 0.00% | +49+980.0% | Added |
| GFG Capital, LLC | 53 | $3.67K | 0.00% | +53 | New |
| TD Capital Management LLC | 51 | $3.54K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 49 | $3.40K | 0.00% | +3+6.5% | Added |
| Key Financial Inc | 46 | $3.19K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 45 | $3.12K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 44 | $3.05K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 43 | $2.98K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $2.91K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 39 | $2.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 38 | $2.63K | 0.00% | +3+8.6% | Added |
| CBIZ Investment Advisory Services, LLC | 36 | $2.49K | 0.00% | +36 | New |
| Main Street Group, LTD | 34 | $2.36K | 0.00% | −30−46.9% | Reduced |
| Raffa Wealth Management, LLC | 34 | $2.36K | 0.00% | −27−44.3% | Reduced |
| Hughes Financial Services, LLC | 29 | $2.15K | 0.00% | +7+31.8% | Added |
| Archer Investment Corp | 31 | $2.14K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $2.08K | 0.00% | −5−14.3% | Reduced |