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, 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 105 | $7.69K | 0.00% | −222−67.9% | Reduced |
| Leonteq Securities AG | 108 | $7.91K | 0.00% | +108 | New |
| Prestige Wealth Management Group LLC | 121 | $8.87K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 122 | $8.91K | 0.00% | +1+0.8% | Added |
| Aspect Partners, LLC | 126 | $9.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 126 | $9.23K | 0.00% | +47+59.5% | Added |
| Private Wealth Asset Management, LLC | 129 | $9.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $10.0K | 0.00% | −1−0.7% | Reduced |
| DT Investment Partners, LLC | 145 | $10.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 147 | $10.8K | 0.00% | +147 | New |
| Ritter Daniher Financial Advisory LLC | 147 | $10.8K | 0.00% | +147 | New |
| Atwood & Palmer Inc | 160 | $11.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 161 | $11.8K | 0.00% | −2,114−92.9% | Reduced |
| First Pacific Financial | 166 | $12.2K | 0.00% | +1+0.6% | Added |
| Bangor Savings Bank | 168 | $12.3K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 168 | $12.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 174 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 186 | $13.6K | 0.00% | +60+47.6% | Added |
| GW&K Investment Management, LLC | 190 | $14.0K | 0.00% | +14+8.0% | Added |
| Fortitude Family Office, LLC | 193 | $14.1K | 0.00% | +2+1.0% | Added |
| First Command Advisory Services, Inc. | 195 | $14.3K | 0.00% | +150+333.3% | Added |
| TSFG, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 206 | $15.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 208 | $15.2K | 0.00% | +8+4.0% | Added |
| Nemes Rush Group LLC | 216 | $15.8K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 231 | $16.9K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 236 | $17.1K | 0.01% | +233+7,766.7% | Added |
| ORG Partners LLC | 235 | $17.2K | 0.00% | +89+61.0% | Added |
| Westside Investment Management, Inc. | 242 | $17.5K | 0.00% | +121+100.0% | Added |
| Ransom Advisory, Ltd | 274 | $20.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $23.0K | 0.00% | +311 | New |
| MV Capital Management, Inc. | 318 | $23.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 327 | $24.0K | 0.00% | +327 | New |
| Strategic Advocates LLC | 329 | $24.1K | 0.01% | +329 | New |
| Ameritas Advisory Services, LLC | 330 | $24.2K | 0.00% | −286−46.4% | Reduced |
| SJS Investment Consulting Inc. | 330 | $24.2K | 0.00% | +32+10.7% | Added |
| HM Payson & Co | 356 | $26.1K | 0.00% | +141+65.6% | Added |
| First Horizon Corp | 356 | $26.1K | 0.00% | +356 | New |
| Clal Insurance Enterprises Holdings Ltd | 368 | $27.0K | 0.00% | +27+7.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $27.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $29.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $29.7K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 413 | $30.3K | 0.00% | −100−19.5% | Reduced |
| CNB Bank | 413 | $30.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $30.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 424 | $31.0K | 0.02% | +145+52.0% | Added |
| BankPlus Trust Department | 430 | $31.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 443 | $32.5K | 0.00% | +105+31.1% | Added |
| Atlantic Union Bankshares Corp | 484 | $35.5K | 0.00% | +133+37.9% | Added |
| Manchester Capital Management LLC | 504 | $36.9K | 0.01% | −9−1.8% | Reduced |
| WPG Advisers, LLC | 507 | $37.1K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 535 | $39.2K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 539 | $39.5K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 542 | $39.7K | 0.01% | +542 | New |
| Clear Street Markets LLC | 567 | $41.5K | 0.01% | +366+182.1% | Added |
| Simplex Trading, LLC | 585 | $42.0K | 0.00% | +585 | New |
| Caitong International Asset Management Co., Ltd | 627 | $45.9K | 0.03% | −215−25.5% | Reduced |
| Quarry LP | 629 | $46.1K | 0.01% | −1,270−66.9% | Reduced |
| Hemington Wealth Management | 660 | $48.0K | 0.01% | +22+3.4% | Added |
| Richardson Financial Services Inc. | 660 | $48.4K | 0.03% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 712 | $52.2K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 761 | $56.0K | 0.04% | −80−9.5% | Reduced |
| Onefund, LLC | 799 | $58.5K | 0.04% | +29+3.8% | Added |
| Salem Investment Counselors Inc | 810 | $59.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 844 | $61.8K | 0.00% | +267+46.3% | Added |
| IFP Advisors, Inc | 847 | $62.1K | 0.00% | +847 | Added |
| Amica Retiree Medical Trust | 905 | $66.0K | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 910 | $66.7K | 0.03% | −20−2.2% | Reduced |
| Parkside Financial Bank & Trust | 911 | $66.7K | 0.01% | +20+2.2% | Added |
| Cromwell Holdings LLC | 926 | $67.8K | 0.04% | 00.0% | Unchanged |
| Robbins Farley LLC | 932 | $68.3K | 0.03% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 962 | $70.5K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 976 | $71.5K | 0.01% | −61−5.9% | Reduced |
| Tobam | 996 | $73.0K | 0.03% | +437+78.2% | Added |
| Wealthspire Advisors, LLC | 1,010 | $74.0K | 0.00% | +1,010 | New |
| Spire Wealth Management | 1,057 | $77.5K | 0.00% | −454−30.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,075 | $77.8K | 0.00% | −90−7.7% | Reduced |
| Grove Bank & Trust | 1,072 | $78.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $79.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $80.6K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,113 | $81.5K | 0.02% | +240+27.5% | Added |
| CVA Family Office, LLC | 1,221 | $89.5K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,227 | $89.9K | 0.01% | +1,227 | New |
| Ci Investments Inc. | 1,233 | $90.0K | 0.00% | +69+5.9% | Added |
| TD Private Client Wealth LLC | 1,256 | $92.0K | 0.00% | +133+11.8% | Added |
| Federated Hermes, Inc. | 1,279 | $93.7K | 0.00% | −38−2.9% | Reduced |
| Catalyst Capital Advisors LLC | 1,303 | $95.5K | 0.00% | +396+43.7% | Added |
| Harbour Investments, Inc. | 1,318 | $96.6K | 0.00% | +40+3.1% | Added |
| FWL Investment Management, LLC | 1,350 | $98.9K | 0.03% | −150−10.0% | Reduced |
| Quent Capital, LLC | 1,378 | $101.0K | 0.01% | +1,378 | New |
| Costello Asset Management, INC | 1,408 | $103.2K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $107.5K | 0.07% | +1,468 | New |
| First Financial Corp | 1,480 | $108.4K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,484 | $108.7K | 0.08% | −44−2.9% | Reduced |
| Oakworth Capital, Inc. | 1,495 | $109.5K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $109.9K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,551 | $113.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,562 | $114.4K | 0.01% | +143+10.1% | Added |