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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

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
EntryPoint Capital, LLC0$00.00%−6,769−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−6,183−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−5,367−100.0%Sold out
WSFS Capital Management, LLC0$00.00%−5,151−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,671−100.0%Sold out
MBB Public Markets I LLC0$00.00%−3,661−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−3,573−100.0%Sold out
Platform Technology Partners0$00.00%−3,519−100.0%Sold out
MQS Management LLC0$00.00%−3,472−100.0%Sold out
TFB Advisors LLC0$00.00%−3,441−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−3,391−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−3,281−100.0%Sold out
Drive Wealth Management, LLC0$00.00%−3,012−100.0%Sold out
Lakeridge Wealth Management LLC0$00.00%−2,930−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−1,521−100.0%Sold out
GeoWealth Management, LLC0$00.00%−837−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−216−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−197−100.0%Sold out
Puff Wealth Management, LLC0$00.00%−187−100.0%Sold out
GF Fund Management Co. Ltd.0$00.00%−158−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−98−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−100−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−92−100.0%Sold out
Mid-American Wealth Advisory Group, Inc.0$00.00%−56−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−54−100.0%Sold out
GFG Capital, LLC0$00.00%−53−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−30−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−24−100.0%Sold out
Olistico Wealth, LLC0$00.00%−23−100.0%Sold out
Total Investment Management Inc0$00.00%−22−100.0%Sold out
YANKCOM Partnership0$00.00%−18−100.0%Sold out
Sierra Ocean, LLC0$00.00%−10−100.0%Sold out
Bogart Wealth, LLC0$00.00%−10−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−2−100.0%Sold out
Norges Bank––––Not filed
CIBC World Markets Corp––––Not filed
Avantax Advisory Services, Inc.––––Not filed
Exchange Capital Management, Inc.––––Not filed
Quaero Capital S.A.––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed
First Horizon Advisors, Inc.––––Not filed
Capital A Wealth Management, LLC––––Not filed
Iron Horse Wealth Management, LLC––––Not filed
Parkworth Wealth Management, Inc.––––Not filed