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 |
|---|---|---|---|---|---|
| MAI Capital Management | 1,642 | $120.3K | 0.00% | −134−7.5% | Reduced |
| Rothschild Investment LLC | 1,668 | $122.2K | 0.01% | +75+4.7% | Added |
| Versant Capital Management, Inc | 1,883 | $137.9K | 0.02% | +5+0.3% | Added |
| Crewe Advisors LLC | 1,905 | $139.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,041 | $149.5K | 0.02% | −5−0.2% | Reduced |
| Allworth Financial LP | 2,170 | $158.9K | 0.00% | −41−1.9% | Reduced |
| Larson Financial Group LLC | 2,246 | $164.5K | 0.01% | +545+32.0% | Added |
| Brown Brothers Harriman & Co | 2,402 | $176.0K | 0.00% | +1,580+192.2% | Added |
| Principal Securities, Inc. | 2,490 | $182.4K | 0.00% | −12−0.5% | Reduced |
| Advisory Services Network, LLC | 2,587 | $189.5K | 0.00% | +2,587 | New |
| Clearstead Advisors, LLC | 2,633 | $192.9K | 0.00% | −99−3.6% | Reduced |
| CoreCap Advisors, LLC | 2,639 | $193.4K | 0.01% | +18+0.7% | Added |
| Ameritas Investment Partners, Inc. | 2,728 | $199.9K | 0.01% | −119−4.2% | Reduced |
| Sovereign Financial Group, Inc. | 2,731 | $200.1K | 0.04% | +2,731 | New |
| Atom Investors LP | 2,757 | $202.0K | 0.02% | +2,757 | New |
| Dana Investment Advisors, Inc. | 2,771 | $203.0K | 0.01% | +2,771 | New |
| Walker Asset Management, LLC | 2,774 | $203.2K | 0.11% | +2,774 | New |
| Foundations Investment Advisors, LLC | 2,787 | $204.2K | 0.00% | −102−3.5% | Reduced |
| Eisler Capital Management Ltd. | 2,799 | $205.1K | 0.00% | +2,799 | New |
| Camden Capital, LLC | 2,805 | $205.5K | 0.01% | +2,805 | New |
| Midwest Trust Co | 2,826 | $207.0K | 0.00% | +2,826 | New |
| Strait & Sound Wealth Management LLC | 2,834 | $207.6K | 0.08% | +2,834 | New |
| Transcend Wealth Collective, LLC | 2,837 | $207.8K | 0.01% | +2,837 | New |
| Skopos Labs, Inc. | 3,018 | $208.3K | 0.03% | −10.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,871 | $210.3K | 0.02% | +2,871 | New |
| We Are One Seven, LLC | 2,898 | $212.3K | 0.00% | +2,898 | New |
| Cigna Investments Inc | 2,903 | $213.0K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,950 | $216.1K | 0.00% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 2,958 | $216.7K | 0.08% | +10.0% | Added |
| Longboard Asset Management, LP | 2,982 | $218.5K | 0.35% | 00.0% | Unchanged |
| CX Institutional | 2,995 | $219.0K | 0.01% | +1,182+65.2% | Added |
| SkyOak Wealth, LLC | 3,000 | $219.8K | 0.04% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,025 | $221.8K | 0.07% | +115+4.0% | Added |
| Full Sail Capital, LLC | 3,039 | $222.6K | 0.01% | +6+0.2% | Added |
| Patton Fund Management, Inc. | 3,051 | $223.5K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,071 | $225.0K | 0.00% | +3,071 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,079 | $225.5K | 0.01% | −1,100−26.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,128 | $226.3K | 0.00% | −67−2.1% | Reduced |
| Chicago Trust Co NA | 3,100 | $227.1K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,102 | $227.3K | 0.01% | +51+1.7% | Added |
| Chicago Partners Investment Group LLC | 3,115 | $228.8K | 0.01% | +3,115 | New |
| Pallas Capital Advisors LLC | 3,139 | $230.0K | 0.01% | +3,139 | New |
| Gen-Wealth Partners Inc | 3,157 | $231.3K | 0.08% | −300−8.7% | Reduced |
| McDonald Partners LLC | 3,170 | $232.2K | 0.07% | −693−17.9% | Reduced |
| Farther Finance Advisors, LLC | 3,228 | $236.5K | 0.00% | +726+29.0% | Added |
| Tema ETFs LLC | 3,236 | $237.1K | 0.02% | +3,236 | New |
| Johnson Investment Counsel Inc | 3,253 | $238.3K | 0.00% | +3,253 | New |
| Brown Advisory Inc | 3,283 | $240.5K | 0.00% | +54+1.7% | Added |
| First Heartland Consultants, Inc. | 3,284 | $240.6K | 0.02% | −14−0.4% | Reduced |
| Pitcairn Co | 3,299 | $241.7K | 0.02% | −650−16.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,321 | $243.3K | 0.07% | −419−11.2% | Reduced |
| Resources Investment Advisors, LLC. | 3,368 | $246.7K | 0.00% | −437−11.5% | Reduced |
| Norden Group LLC | 3,369 | $246.8K | 0.03% | +79+2.4% | Added |
| Stiles Financial Services Inc | 3,371 | $247.0K | 0.08% | +25+0.7% | Added |
| VeraBank, N.A. | 3,400 | $249.1K | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,425 | $250.9K | 0.00% | −449−11.6% | Reduced |
| First Citizens Bank & Trust Co | 3,479 | $254.9K | 0.01% | −82,845−96.0% | Reduced |
| Essex Savings Bank | 3,483 | $255.2K | 0.06% | +22+0.6% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,508 | $257.0K | 0.08% | +31+0.9% | Added |
| Financial Strategies Group, Inc. | 3,546 | $257.1K | 0.05% | −35−1.0% | Reduced |
| Pointe Capital Management LLC | 3,515 | $257.5K | 0.13% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,533 | $258.8K | 0.03% | −1,080−23.4% | Reduced |
| Catalytic Wealth RIA, LLC | 3,535 | $259.0K | 0.01% | +3,535 | New |
| Atlas Legacy Advisors, LLC | 3,544 | $259.6K | 0.05% | +3,544 | New |
| Trust Point Inc. | 3,556 | $260.5K | 0.02% | +3,556 | New |
| Commerzbank Aktiengesellschaft | 3,566 | $262.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,600 | $263.7K | 0.00% | −236,900−98.5% | Reduced |
| Parallel Advisors, LLC | 3,607 | $264.2K | 0.00% | +36+1.0% | Added |
| SageView Advisory Group, LLC | 3,660 | $268.1K | 0.01% | −137−3.6% | Reduced |
| Massmutual Trust Co FSB | 3,749 | $274.7K | 0.01% | −54−1.4% | Reduced |
| Aventura Private Wealth, LLC | 3,766 | $275.9K | 0.10% | +40+1.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,813 | $279.3K | 0.55% | −36,894−90.6% | Reduced |
| Continuum Advisory, LLC | 3,865 | $283.1K | 0.03% | −250−6.1% | Reduced |
| Prudential PLC | 3,913 | $286.7K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,998 | $292.9K | 0.00% | −18−0.4% | Reduced |
| Citizens Financial Group Inc | 4,039 | $295.9K | 0.00% | +333+9.0% | Added |
| Journey Advisory Group, LLC | 4,050 | $296.7K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,090 | $299.6K | 0.02% | −125−3.0% | Reduced |
| Siemens Fonds Invest GmbH | 4,100 | $300.4K | 0.02% | −24−0.6% | Reduced |
| Quadrant Capital Group LLC | 4,122 | $302.0K | 0.01% | +231+5.9% | Added |
| Stephens Consulting, LLC | 4,125 | $302.2K | 0.10% | −94−2.2% | Reduced |
| Mattson Financial Services, LLC | 4,178 | $306.1K | 0.07% | +4,178 | New |
| Gradient Investments LLC | 4,189 | $306.9K | 0.01% | +4,189 | New |
| Paradigm Financial Partners, LLC | 4,266 | $312.5K | 0.03% | −1,332−23.8% | Reduced |
| NewEdge Wealth, LLC | 4,343 | $315.2K | 0.00% | −278−6.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,308 | $315.6K | 0.01% | −152−3.4% | Reduced |
| Davenport & Co LLC | 4,333 | $317.5K | 0.00% | +94+2.2% | Added |
| Voleon Capital Management LP | 4,340 | $317.9K | 0.01% | +4,340 | New |
| Pinnacle Wealth Management Group, Inc. | 4,345 | $318.3K | 0.16% | −150−3.3% | Reduced |
| Wetherby Asset Management Inc | 4,348 | $318.5K | 0.01% | +3+0.1% | Added |
| International Private Wealth Advisors LLC | 4,349 | $318.6K | 0.20% | −575−11.7% | Reduced |
| Trust Co of the South | 4,404 | $322.6K | 0.05% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 4,429 | $324.5K | 0.09% | +24+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 4,508 | $330.3K | 0.01% | −137−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 4,659 | $341.3K | 0.00% | +206+4.6% | Added |
| Carrera Capital Advisors | 4,663 | $341.6K | 0.06% | −411−8.1% | Reduced |
| Chatham Capital Group, Inc. | 4,730 | $346.5K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,838 | $347.6K | 0.00% | +1,130+30.5% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $348.0K | 0.08% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 4,800 | $351.6K | 0.07% | +4,800 | New |