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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 4,818 | $353.0K | 0.00% | +1,009+26.5% | Added |
| LVW Advisors, LLC | 4,821 | $353.2K | 0.04% | −46−0.9% | Reduced |
| Bryn Mawr Trust Co | 4,862 | $356.2K | 0.01% | −3,865−44.3% | Reduced |
| Sowell Financial Services LLC | 4,867 | $356.6K | 0.01% | +99+2.1% | Added |
| Armis Advisers, LLC | 4,962 | $359.7K | 0.03% | +731+17.3% | Added |
| Crestwood Advisors Group LLC | 4,911 | $359.8K | 0.01% | −606−11.0% | Reduced |
| Financial Advisors Network, Inc. | 4,930 | $361.2K | 0.05% | +242+5.2% | Added |
| Silverleafe Capital Partners, LLC | 5,000 | $366.3K | 0.11% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 5,000 | $366.3K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,061 | $370.8K | 0.04% | +5,061 | New |
| Belpointe Asset Management LLC | 5,075 | $371.9K | 0.01% | −6−0.1% | Reduced |
| NorthRock Partners, LLC | 5,088 | $372.7K | 0.01% | +1,275+33.4% | Added |
| Strategy Asset Managers LLC | 5,133 | $376.1K | 0.07% | −129−2.5% | Reduced |
| Fulton Bank, N.A. | 5,218 | $382.3K | 0.01% | −258−4.7% | Reduced |
| Ossiam | 5,245 | $384.2K | 0.00% | +220+4.4% | Added |
| Moment Partners, LLC | 5,260 | $385.3K | 0.07% | +246+4.9% | Added |
| Fifth Third Wealth Advisors LLC | 5,270 | $386.1K | 0.01% | −70−1.3% | Reduced |
| Journey Strategic Wealth LLC | 5,312 | $389.2K | 0.01% | +2,295+76.1% | Added |
| Samalin Investment Counsel, LLC | 5,319 | $389.7K | 0.13% | −169−3.1% | Reduced |
| Apollon Wealth Management, LLC | 5,357 | $392.5K | 0.01% | −113−2.1% | Reduced |
| HighPoint Advisor Group LLC | 5,428 | $397.7K | 0.02% | +97+1.8% | Added |
| Baader Bank INC | 5,456 | $398.3K | 0.03% | +252+4.8% | Added |
| Blair William & Co | 5,598 | $410.1K | 0.00% | +583+11.6% | Added |
| FORA Capital, LLC | 5,617 | $411.5K | 0.07% | −8,234−59.4% | Reduced |
| MUFG Securities EMEA plc | 5,729 | $419.7K | 0.01% | +4,849+551.0% | Added |
| Signaturefd, LLC | 5,920 | $433.7K | 0.01% | +574+10.7% | Added |
| Conning Inc. | 5,924 | $434.0K | 0.01% | −276−4.5% | Reduced |
| Accurate Wealth Management, LLC | 5,843 | $434.4K | 0.06% | −11−0.2% | Reduced |
| Zions Bancorporation, National Association | 5,970 | $437.4K | 0.02% | −3,816−39.0% | Reduced |
| Prospera Financial Services Inc | 6,084 | $445.8K | 0.01% | −1,941−24.2% | Reduced |
| Sherbrooke Park Advisers LLC | 6,134 | $449.4K | 0.21% | −12,991−67.9% | Reduced |
| Ostrum Asset Management | 6,204 | $454.5K | 0.02% | +4,345+233.7% | Added |
| Savant Capital, LLC | 6,248 | $457.7K | 0.00% | +1,247+24.9% | Added |
| CIBC Private Wealth Group, LLC | 6,248 | $457.7K | 0.00% | −1,157−15.6% | Reduced |
| Frank, Rimerman Advisors LLC | 6,277 | $459.9K | 0.03% | +2,306+58.1% | Added |
| Advisory Alpha, LLC | 6,404 | $460.0K | 0.01% | −460−6.7% | Reduced |
| QRG Capital Management, Inc. | 6,325 | $463.4K | 0.01% | −5,138−44.8% | Reduced |
| Segment Wealth Management, LLC | 6,390 | $468.1K | 0.03% | +210+3.4% | Added |
| Callan Family Office, LLC | 6,442 | $471.9K | 0.02% | +277+4.5% | Added |
| Coldstream Capital Management Inc | 6,582 | $482.2K | 0.01% | +1,685+34.4% | Added |
| Two Sigma Securities, LLC | 6,751 | $494.6K | 0.07% | −8,585−56.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,759 | $495.2K | 0.03% | −66−1.0% | Reduced |
| Shell Asset Management Co | 6,867 | $503.0K | 0.05% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 6,911 | $506.3K | 0.19% | −3,397−33.0% | Reduced |
| Diversify Advisory Services, LLC | 7,153 | $518.5K | 0.02% | −2,875−28.7% | Reduced |
| LifeWealth Investments, LLC | 7,118 | $521.5K | 0.08% | +84+1.2% | Added |
| Empowered Funds, LLC | 7,172 | $525.4K | 0.01% | +294+4.3% | Added |
| Polymer Capital Management (US) LLC | 7,351 | $538.5K | 0.07% | −27,946−79.2% | Reduced |
| Ballentine Partners, LLC | 7,352 | $538.6K | 0.01% | +814+12.5% | Added |
| Acorn Wealth Advisors, LLC | 7,387 | $541.2K | 0.17% | +44+0.6% | Added |
| Syon Capital LLC | 7,407 | $542.6K | 0.03% | +1,673+29.2% | Added |
| Ethic Inc. | 7,407 | $542.7K | 0.01% | +874+13.4% | Added |
| GTS Securities LLC | 7,621 | $558.3K | 0.02% | +7,621 | New |
| Kestra Advisory Services, LLC | 7,711 | $564.9K | 0.00% | +725+10.4% | Added |
| Boit C F David | 7,800 | $571.4K | 0.26% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,828 | $573.5K | 0.04% | −265−3.3% | Reduced |
| Wedmont Private Capital | 7,884 | $581.5K | 0.02% | +313+4.1% | Added |
| MUFG Securities Americas Inc. | 8,072 | $591.4K | 0.04% | +1,443+21.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,075 | $591.6K | 0.00% | +2,478+44.3% | Added |
| Kovitz Investment Group Partners, LLC | 8,092 | $592.8K | 0.00% | +2,145+36.1% | Added |
| Aaron Wealth Advisors | 8,225 | $602.6K | 0.04% | +5,007+155.6% | Added |
| Vise Technologies, Inc. | 8,335 | $610.7K | 0.02% | +620+8.0% | Added |
| Capital Group Private Client Services, Inc. | 8,384 | $614.2K | 0.01% | −283,842−97.1% | Reduced |
| MML Investors Services, LLC | 8,679 | $635.8K | 0.00% | −483−5.3% | Reduced |
| Oak Thistle LLC | 8,691 | $636.7K | 0.10% | −13,350−60.6% | Reduced |
| Foster & Motley Inc | 8,734 | $640.0K | 0.03% | −492−5.3% | Reduced |
| Commerce Bank | 8,983 | $658.1K | 0.00% | +19+0.2% | Added |
| Amica Mutual Insurance Co | 9,002 | $659.0K | 0.06% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 9,000 | $659.3K | 0.33% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 9,037 | $662.0K | 0.17% | −204−2.2% | Reduced |
| RSM US Wealth Management LLC | 9,079 | $665.1K | 0.01% | +58+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,231 | $676.3K | 0.01% | +3,206+53.2% | Added |
| Ronald Blue Trust, Inc. | 9,284 | $680.1K | 0.01% | +231+2.6% | Added |
| Whittier Trust Co | 9,431 | $682.2K | 0.01% | +197+2.1% | Added |
| Hantz Financial Services, Inc. | 9,324 | $683.0K | 0.01% | −357−3.7% | Reduced |
| Bessemer Group Inc | 9,336 | $684.0K | 0.00% | +465+5.2% | Added |
| Centennial Wealth Advisory LLC | 9,426 | $690.4K | 0.19% | +553+6.2% | Added |
| Banque Cantonale Vaudoise | 9,504 | $697.0K | 0.03% | +30+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 9,520 | $697.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,539 | $698.8K | 0.01% | −40.0% | Reduced |
| Azimuth Capital Investment Management LLC | 9,622 | $704.9K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,677 | $709.0K | 0.01% | +392+4.2% | Added |
| Bridgefront Capital, LLC | 9,680 | $709.2K | 0.21% | +1,257+14.9% | Added |
| Canton Hathaway, LLC | 10,000 | $733.0K | 0.14% | 00.0% | Unchanged |
| Capital International Inc | 10,073 | $737.9K | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 10,156 | $744.0K | 0.01% | −8,793−46.4% | Reduced |
| Sumitomo Life Insurance Co | 10,260 | $751.6K | 0.02% | −397−3.7% | Reduced |
| Empirical Finance, LLC | 10,489 | $768.4K | 0.04% | +104+1.0% | Added |
| Greenleaf Trust | 10,630 | $778.8K | 0.01% | −450−4.1% | Reduced |
| Allstate Corp | 10,830 | $793.4K | 0.02% | +10,830 | New |
| Integrated Investment Consultants, LLC | 10,861 | $795.7K | 0.14% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 12,407 | $827.0K | 0.16% | +1,167+10.4% | Added |
| BLB&B Advisors, LLC | 11,294 | $827.4K | 0.04% | −431−3.7% | Reduced |
| Altfest L J & Co Inc | 11,318 | $829.1K | 0.09% | −93−0.8% | Reduced |
| Elevated Capital Advisors, LLC | 11,324 | $829.6K | 0.21% | −1,495−11.7% | Reduced |
| Horizon Investments, LLC | 11,413 | $829.8K | 0.01% | +564+5.2% | Added |
| LMR Partners LLP | 11,501 | $842.6K | 0.01% | +4,595+66.5% | Added |
| MASTERINVEST Kapitalanlage GmbH | 11,513 | $843.4K | 0.08% | −325−2.7% | Reduced |
| Moody National Bank Trust Division | 11,569 | $847.5K | 0.07% | −1,085−8.6% | Reduced |
| Smartleaf Asset Management LLC | 11,731 | $853.7K | 0.05% | +851+7.8% | Added |