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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 30 | $2.00K | 0.00% | −970−97.0% | Reduced |
| Private Wealth Management Group, LLC | 25 | $1.73K | 0.00% | +1+4.2% | Added |
| Kilter Group LLC | 25 | $1.73K | 0.00% | +25 | New |
| Dunhill Financial, LLC | 24 | $1.67K | 0.00% | −45−65.2% | Reduced |
| Creative Capital Management Investments LLC | 24 | $1.66K | 0.00% | +24 | New |
| MJT & Associates Financial Advisory Group, Inc. | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 23 | $1.59K | 0.00% | +23 | New |
| Total Investment Management Inc | 22 | $1.52K | 0.00% | +22 | New |
| Iron Horse Wealth Management, LLC | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 19 | $1.32K | 0.00% | +12+171.4% | Added |
| Salomon & Ludwin, LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 18 | $1.25K | 0.00% | +18 | New |
| Penserra Capital Management LLC | 24 | $1.00K | 0.00% | −13,067−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $970 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 14 | $970 | 0.00% | +14 | New |
| Clark Wealth Partners | 14 | $970 | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 13 | $901 | 0.00% | +5+62.5% | Added |
| Essential Partners LLC | 13 | $901 | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 12 | $832 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $832 | 0.00% | +5+71.4% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $831 | 0.00% | +5+71.4% | Added |
| Sierra Ocean, LLC | 10 | $696 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $693 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $693 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $693 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $693 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $693 | 0.00% | +5+100.0% | Added |
| Bogart Wealth, LLC | 10 | $693 | 0.00% | +10 | New |
| Orion Capital Management LLC | 9 | $624 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $624 | 0.00% | +4+80.0% | Added |
| Activest Wealth Management | 9 | $624 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 9 | $624 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 8 | $555 | 0.00% | +4+100.0% | Added |
| S&T Bank | 8 | $554 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 7 | $485 | 0.00% | −400−98.3% | Reduced |
| Redwood Park Advisors LLC | 5 | $347 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 5 | $346 | 0.01% | −5−50.0% | Reduced |
| Tortoise Investment Management, LLC | 4 | $277 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $211 | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $208 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $139 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 9 | $0 | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 0 | $0 | 0.00% | −171,100−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −152,246−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −96,219−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −68,645−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −63,036−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −59,572−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −58,310−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −36,168−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −35,427−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −34,951−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −34,566−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −32,159−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −27,178−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −18,335−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −16,094−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −13,372−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −12,205−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −12,013−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,919−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −9,792−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,848−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −9,542−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −8,757−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,522−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,369−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −4,496−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,354−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,594−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,451−100.0% | Sold out |
| Strait & Sound Wealth Management LLC | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| Walker Asset Management, LLC | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Barnes Pettey Financial Advisors, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −156−100.0% | Sold out |