Skip to main content

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

13F holders, Q3 2025

Institutional positions in CMS Energy Corp as of Sep 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
776
+41 vs. Q2 2025
Shares held
289.3M
−2.42M (−0.8%) vs. Q2 2025
Total value
$21.2B
+$976.7M (+4.8%) vs. Q2 2025
New holders
99
299 more added
Sold out
58
247 more reduced

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 776 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ3 2025: $21.2B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2025.

Institutions holding CMS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Abound Wealth Management1$440.00%+1New
North Capital, Inc.1$730.00%+1New
TFC Financial Management1$740.00%00.0%Unchanged
Turning Point Benefit Group, Inc.3$2170.00%+3New
DecisionPoint Financial, LLC3$2180.00%00.0%Unchanged
Davis Capital Management3$2200.00%+3New
Clark Wealth Partners4$2800.00%−10−71.4%Reduced
Seneschal Advisors, LLC4$2940.00%+4New
ROSS\JOHNSON & Associates LLC5$3660.01%00.0%Unchanged
Hurley Capital, LLC5$3660.00%+5New
Redwood Park Advisors LLC5$3670.00%00.0%Unchanged
Retirement Wealth Solutions LLC5$3670.00%+5New
Dogwood Wealth Management LLC6$4400.00%+6New
AdvisorNet Financial, Inc7$5130.00%00.0%Unchanged
North Star Investment Management Corp.7$5130.00%+7New
Palisade Asset Management, LLC7$5130.00%+7New
Stone House Investment Management, LLC7$5130.00%+7New
Wealth Watch Advisors, INC7$5130.00%+7New
S&T Bank8$5860.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$5860.00%+8New
American Capital Advisory, LLC8$5870.00%00.0%Unchanged
Orion Capital Management LLC9$6590.00%00.0%Unchanged
HFM Investment Advisors, LLC9$6590.00%00.0%Unchanged
Quaker Wealth Management, LLC9$6600.00%00.0%Unchanged
Winnow Wealth LLC9$6660.00%+9New
Creative Financial Designs Inc10$7330.00%00.0%Unchanged
Ancora Advisors, LLC10$7330.00%00.0%Unchanged
Financial Management Professionals, Inc.10$7330.00%00.0%Unchanged
NVWM, LLC10$7330.00%00.0%Unchanged
Wolff Wiese Magana LLC10$7330.00%00.0%Unchanged
Ameriflex Group, Inc.12$8790.00%−69−85.2%Reduced
Principia Wealth Advisory, LLC12$8790.00%−1−7.7%Reduced
Tortoise Investment Management, LLC12$8790.00%+8+200.0%Added
Valued Wealth Advisors LLC12$8800.00%00.0%Unchanged
WestEnd Advisors, LLC13$9520.00%+13New
Penserra Capital Management LLC27$1.00K0.00%+3+12.5%Added
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.14$1.03K0.00%+14New
Strengthening Families & Communities, LLC14$1.03K0.00%+14New
Activest Wealth Management15$1.10K0.00%+6+66.7%Added
Grey Fox Wealth Advisors, LLC16$1.17K0.00%+16New
Beaird Harris Wealth Management, LLC17$1.23K0.00%+17New
Bay Harbor Wealth Management, LLC17$1.25K0.00%+5+41.7%Added
Cedar Mountain Advisors, LLC17$1.25K0.00%+17New
MTM Investment Management, LLC18$1.32K0.00%−140−88.6%Reduced
Annis Gardner Whiting Capital Advisors, LLC19$1.39K0.00%+5+35.7%Added
Rise Advisors, LLC19$1.39K0.00%00.0%Unchanged
Heartwood Wealth Advisors LLC20$1.47K0.00%+20New
MJT & Associates Financial Advisory Group, Inc.20$1.47K0.00%−3−13.0%Reduced
Dunhill Financial, LLC24$1.76K0.00%00.0%Unchanged
Private Wealth Management Group, LLC25$1.83K0.00%00.0%Unchanged
Kilter Group LLC25$1.83K0.00%00.0%Unchanged
Centerpoint Advisors, LLC30$2.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph39$2.00K0.00%+30+333.3%Added
Salomon & Ludwin, LLC29$2.10K0.00%+11+61.1%Added
Hughes Financial Services, LLC29$2.15K0.00%00.0%Unchanged
Archer Investment Corp31$2.28K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC33$2.42K0.00%+33New
Raffa Wealth Management, LLC34$2.49K0.00%00.0%Unchanged
Main Street Group, LTD34$2.49K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.38$2.72K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC39$2.86K0.00%00.0%Unchanged
Binnacle Investments Inc39$2.86K0.00%+25+178.6%Added
Trifecta Capital Advisors, LLC42$3.08K0.00%00.0%Unchanged
Central Trust Co43$3.15K0.00%00.0%Unchanged
Highline Wealth Partners LLC44$3.22K0.00%00.0%Unchanged
Financial Consulate, Inc45$3.30K0.00%+45New
Bare Financial Services, Inc45$3.30K0.00%+45New
Key Financial Inc46$3.33K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.47$3.44K0.00%+47New
South State Corp.47$3.44K0.00%−27−36.5%Reduced
SBI Securities Co., Ltd.50$3.66K0.00%+1+2.0%Added
Glen Eagle Advisors, LLC51$3.74K0.00%−10−16.4%Reduced
Pittenger & Anderson Inc51$3.74K0.00%+51New
TD Capital Management LLC52$3.77K0.00%+1+2.0%Added
Cloud Capital Management, LLC55$4.00K0.00%+55New
Essential Partners LLC55$4.05K0.00%+42+323.1%Added
Rialto Wealth Management, LLC56$4.10K0.00%+44+366.7%Added
Group One Trading, L.P.56$4.10K0.00%+56New
Birchbrook, Inc.58$4.25K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.62$4.54K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC63$4.62K0.00%+27+75.0%Added
Howard Hughes Medical Institute64$4.69K0.00%00.0%Unchanged
City State Bank65$4.76K0.00%00.0%Unchanged
Country Trust Bank66$4.83K0.00%+66New
Hanson & Doremus Investment Management75$5.00K0.00%+75New
HighMark Wealth Management LLC73$5.35K0.00%−28−27.7%Reduced
TCTC Holdings, LLC73$5.35K0.00%00.0%Unchanged
Sunbelt Securities, Inc.77$5.64K0.00%+77New
Bell Investment Advisors, Inc77$5.64K0.00%−3−3.8%Reduced
Robinswood Financial LLC80$5.86K0.00%+80New
Avion Wealth86$6.00K0.00%+28+48.3%Added
Alerus Financial NA84$6.15K0.00%00.0%Unchanged
Sachetta, LLC91$6.67K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton92$6.74K0.00%00.0%Unchanged
Cornerstone Planning Group LLC95$6.96K0.00%−1−1.0%Reduced
Navigoe, LLC109$7.00K0.00%+109New
Strategic Wealth Partners, Ltd.100$7.33K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC103$7.55K0.00%00.0%Unchanged
JPL Wealth Management, LLC104$7.62K0.00%+104New