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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.

Other share classesCMSACMSCCMSDCMS.PC

Q3 2025 vs. Q2 2025

How the institutions holding CMS Energy Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CMS: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders74510776+41
Shares295.3M3.54M289.3M−2.42M (−0.8%)
Value$20.5B$245.0M$21.2B+$976.7M (+4.8%)

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held CMS Energy Corp at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to CMS in Q3 2025
InstitutionSharesValue% of portfolio
ExodusPoint Capital Management, LP779,265$57.1M0.80%
Soros Fund Management LLCSuperinvestorSoros Fund Management776,227$56.9M0.90%
Trillium Asset Management, LLC174,316$12.8M0.34%
Worldquant Millennium Advisors LLC136,651$10.0M0.04%
Credit Agricole S A105,290$7.71M0.03%
Qsemble Capital Management, LP99,856$7.32M0.72%
Sciencast Management LP59,035$4.32M0.81%
Twinbeech Capital LP51,317$3.76M0.15%
Bridgewater Associates, LP50,551$3.70M0.01%
CIBC Bancorp USA Inc.43,935$3.22M0.02%
Marshall Wace, LLP43,453$3.18M0.00%
Abc Arbitrage SA43,452$3.18M0.31%
Rakuten Investment Management, Inc.51,000$2.74M0.01%
Dark Forest Capital Management LP37,161$2.72M0.10%
J. Safra Sarasin Holding AG34,322$2.51M0.04%
Vennlight Capital Management, LP31,917$2.34M3.04%
AXA Investment Managers S.A.25,237$1.85M0.00%
Portfolio Design Labs, LLC23,878$1.75M0.30%
Elo Mutual Pension Insurance Co21,593$1.58M0.03%
Natixis17,185$1.26M0.01%
Catalyst Funds Management Pty Ltd16,600$1.22M0.18%
Machina Capital S.A.S.14,957$1.10M0.19%
Vinva Investment Management Ltd13,005$946.4K0.02%
CAPROCK Group, Inc.12,560$898.9K0.02%
Landscape Capital Management, L.L.C.12,126$888.4K0.06%
Allstate Corp10,830$793.4K0.02%
GTS Securities LLC7,621$558.3K0.02%
Inscription Capital, LLC5,061$370.8K0.04%
Jmac Enterprises LLC4,800$351.6K0.07%
Voleon Capital Management LP4,340$317.9K0.01%
Gradient Investments LLC4,189$306.9K0.01%
Mattson Financial Services, LLC4,178$306.1K0.07%
Trust Point Inc.3,556$260.5K0.02%
Atlas Legacy Advisors, LLC3,544$259.6K0.05%
Catalytic Wealth RIA, LLC3,535$259.0K0.01%
Johnson Investment Counsel Inc3,253$238.3K0.00%
Tema ETFs LLC3,236$237.1K0.02%
Pallas Capital Advisors LLC3,139$230.0K0.01%
Chicago Partners Investment Group LLC3,115$228.8K0.01%
Los Angeles Capital Management LLC3,071$225.0K0.00%
We Are One Seven, LLC2,898$212.3K0.00%
Turtle Creek Wealth Advisors, LLC2,871$210.3K0.02%
Transcend Wealth Collective, LLC2,837$207.8K0.01%
Strait & Sound Wealth Management LLC2,834$207.6K0.08%
Midwest Trust Co2,826$207.0K0.00%
Camden Capital, LLC2,805$205.5K0.01%
Eisler Capital Management Ltd.2,799$205.1K0.00%
Walker Asset Management, LLC2,774$203.2K0.11%
Dana Investment Advisors, Inc.2,771$203.0K0.01%
Atom Investors LP2,757$202.0K0.02%
Sovereign Financial Group, Inc.2,731$200.1K0.04%
Advisory Services Network, LLC2,587$189.5K0.00%
Caitlin John, LLC1,468$107.5K0.07%
Quent Capital, LLC1,378$101.0K0.01%
Trust Co1,227$89.9K0.01%
Wealthspire Advisors, LLC1,010$74.0K0.00%
Simplex Trading, LLC585$42.0K0.00%
UMA Financial Services, Inc.542$39.7K0.01%
First Horizon Corp356$26.1K0.00%
Strategic Advocates LLC329$24.1K0.01%
Root Financial Partners, LLC327$24.0K0.00%
Harel Insurance Investments & Financial Services Ltd.311$23.0K0.00%
Ritter Daniher Financial Advisory LLC147$10.8K0.00%
Meeder Asset Management Inc147$10.8K0.00%
Leonteq Securities AG108$7.91K0.00%
JPL Wealth Management, LLC104$7.62K0.00%
Navigoe, LLC109$7.00K0.00%
Robinswood Financial LLC80$5.86K0.00%
Sunbelt Securities, Inc.77$5.64K0.00%
Hanson & Doremus Investment Management75$5.00K0.00%
Country Trust Bank66$4.83K0.00%
Group One Trading, L.P.56$4.10K0.00%
Cloud Capital Management, LLC55$4.00K0.00%
Pittenger & Anderson Inc51$3.74K0.00%
Transamerica Financial Advisors, Inc.47$3.44K0.00%
Financial Consulate, Inc45$3.30K0.00%
Bare Financial Services, Inc45$3.30K0.00%
Bartlett & Co. Wealth Management LLC33$2.42K0.00%
Heartwood Wealth Advisors LLC20$1.47K0.00%
Cedar Mountain Advisors, LLC17$1.25K0.00%
Beaird Harris Wealth Management, LLC17$1.23K0.00%
Grey Fox Wealth Advisors, LLC16$1.17K0.00%
Strengthening Families & Communities, LLC14$1.03K0.00%
Cape Investment Advisory, Inc.14$1.03K0.00%
WestEnd Advisors, LLC13$9520.00%
Winnow Wealth LLC9$6660.00%
Kayne Anderson Rudnick Investment Management LLC8$5860.00%
North Star Investment Management Corp.7$5130.00%
Palisade Asset Management, LLC7$5130.00%
Stone House Investment Management, LLC7$5130.00%
Wealth Watch Advisors, INC7$5130.00%
Dogwood Wealth Management LLC6$4400.00%
Retirement Wealth Solutions LLC5$3670.00%
Hurley Capital, LLC5$3660.00%
Seneschal Advisors, LLC4$2940.00%
Davis Capital Management3$2200.00%
Turning Point Benefit Group, Inc.3$2170.00%
North Capital, Inc.1$730.00%
Abound Wealth Management1$440.00%

Sold out (58)

Institutions that held CMS Energy Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of CMS in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Perpetual Ltd2,041,739$141.5M
Railway Pension Investments Ltd681,200$47.2M
Linden Advisors LP97,500$6.75M
Ontario Teachers Pension Plan Board62,134$4.30M
Aigen Investment Management, LP41,813$2.90M
Centiva Capital, LP38,166$2.64M
Arrowstreet Capital, Limited Partnership29,424$2.04M
Achmea Investment Management B.V.27,702$1.92M
Dynamic Technology Lab Private Ltd26,735$1.85M
AXA S.A.25,300$1.75M
Virtu Financial LLC24,153$1.67M
HRT Financial LP23,485$1.63M
Ninepoint Partners LP20,748$1.44M
Lombard Odier Asset Management (Switzerland) SA19,406$1.34M
Capital International Sarl18,605$1.29M
USA Financial Portformulas Corp13,218$915.7K
Alamea Verwaltungs GmbH13,113$908.5K
Blueshift Asset Management, LLC12,478$864.5K
Farringdon Capital, Ltd.11,344$785.9K
OmniStar Financial Group, Inc.8,149$564.6K
V-Square Quantitative Management LLC7,859$544.5K
Walleye Capital LLC7,802$540.5K
Quadrature Capital Ltd7,683$532.2K
Robeco Institutional Asset Management B.V.6,848$474.4K
EntryPoint Capital, LLC6,769$469.0K
Fieldview Capital Management, LLC6,183$428.4K
Fox Run Management, L.L.C.5,367$371.8K
WSFS Capital Management, LLC5,151$356.9K
Gsa Capital Partners LLP3,671$254.0K
MBB Public Markets I LLC3,661$253.6K
Brevan Howard Capital Management LP3,573$247.5K
Platform Technology Partners3,519$243.8K
MQS Management LLC3,472$240.5K
TFB Advisors LLC3,441$238.4K
Morningstar Investment Management LLC3,391$235.0K
Stanley-Laman Group, Ltd.3,281$227.3K
Drive Wealth Management, LLC3,012$208.6K
Lakeridge Wealth Management LLC2,930$203.0K
Aster Capital Management (DIFC) Ltd1,521$105.4K
GeoWealth Management, LLC837$58.0K
Mount Yale Investment Advisors, LLC216$15.0K
Beacon Capital Management, LLC197$13.6K
Puff Wealth Management, LLC187$13.0K
GF Fund Management Co. Ltd.158$10.9K
Twin Peaks Wealth Advisors, LLC98$7.13K
Atticus Wealth Management, LLC100$6.93K
Whipplewood Advisors, LLC92$6.37K
Mid-American Wealth Advisory Group, Inc.56$3.88K
Riggs Asset Managment Co. Inc.54$3.74K
GFG Capital, LLC53$3.67K
WealthTrak Capital Management LLC30$2.08K
Creative Capital Management Investments LLC24$1.66K
Olistico Wealth, LLC23$1.59K
Total Investment Management Inc22$1.52K
YANKCOM Partnership18$1.25K
Sierra Ocean, LLC10$696
Bogart Wealth, LLC10$693
LGT Financial Advisors LLC2$139

Not filed for Q3 2025 yet (10)

Institutions that held CMS Energy Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank3,449,056$239.0M
CIBC World Markets Corp37,640$2.61M
Avantax Advisory Services, Inc.28,857$2.00M
Exchange Capital Management, Inc.8,360$579.2K
Quaero Capital S.A.7,161$496.1K
Oliver Lagore Vanvalin Investment Group3,745$281.3K
First Horizon Advisors, Inc.524$36.3K
Capital A Wealth Management, LLC594$34.5K
Iron Horse Wealth Management, LLC20$1.39K
Parkworth Wealth Management, Inc.19$1.32K