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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 9,336 | $684.0K | 0.00% | +465+5.2% | Added |
| Hantz Financial Services, Inc. | 9,324 | $683.0K | 0.01% | −357−3.7% | Reduced |
| Whittier Trust Co | 9,431 | $682.2K | 0.01% | +197+2.1% | Added |
| Ronald Blue Trust, Inc. | 9,284 | $680.1K | 0.01% | +231+2.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,231 | $676.3K | 0.01% | +3,206+53.2% | Added |
| RSM US Wealth Management LLC | 9,079 | $665.1K | 0.01% | +58+0.6% | Added |
| Legacy Capital Group California, Inc. | 9,037 | $662.0K | 0.17% | −204−2.2% | Reduced |
| Finer Wealth Management, Inc. | 9,000 | $659.3K | 0.33% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 9,002 | $659.0K | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 8,983 | $658.1K | 0.00% | +19+0.2% | Added |
| Foster & Motley Inc | 8,734 | $640.0K | 0.03% | −492−5.3% | Reduced |
| Oak Thistle LLC | 8,691 | $636.7K | 0.10% | −13,350−60.6% | Reduced |
| MML Investors Services, LLC | 8,679 | $635.8K | 0.00% | −483−5.3% | Reduced |
| Capital Group Private Client Services, Inc. | 8,384 | $614.2K | 0.01% | −283,842−97.1% | Reduced |
| Vise Technologies, Inc. | 8,335 | $610.7K | 0.02% | +620+8.0% | Added |
| Aaron Wealth Advisors | 8,225 | $602.6K | 0.04% | +5,007+155.6% | Added |
| Kovitz Investment Group Partners, LLC | 8,092 | $592.8K | 0.00% | +2,145+36.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,075 | $591.6K | 0.00% | +2,478+44.3% | Added |
| MUFG Securities Americas Inc. | 8,072 | $591.4K | 0.04% | +1,443+21.8% | Added |
| Wedmont Private Capital | 7,884 | $581.5K | 0.02% | +313+4.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,828 | $573.5K | 0.04% | −265−3.3% | Reduced |
| Boit C F David | 7,800 | $571.4K | 0.26% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,711 | $564.9K | 0.00% | +725+10.4% | Added |
| GTS Securities LLC | 7,621 | $558.3K | 0.02% | +7,621 | New |
| Ethic Inc. | 7,407 | $542.7K | 0.01% | +874+13.4% | Added |
| Syon Capital LLC | 7,407 | $542.6K | 0.03% | +1,673+29.2% | Added |
| Acorn Wealth Advisors, LLC | 7,387 | $541.2K | 0.17% | +44+0.6% | Added |
| Ballentine Partners, LLC | 7,352 | $538.6K | 0.01% | +814+12.5% | Added |
| Polymer Capital Management (US) LLC | 7,351 | $538.5K | 0.07% | −27,946−79.2% | Reduced |
| Empowered Funds, LLC | 7,172 | $525.4K | 0.01% | +294+4.3% | Added |
| LifeWealth Investments, LLC | 7,118 | $521.5K | 0.08% | +84+1.2% | Added |
| Diversify Advisory Services, LLC | 7,153 | $518.5K | 0.02% | −2,875−28.7% | Reduced |
| BKM Wealth Management, LLC | 6,911 | $506.3K | 0.19% | −3,397−33.0% | Reduced |
| Shell Asset Management Co | 6,867 | $503.0K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,759 | $495.2K | 0.03% | −66−1.0% | Reduced |
| Two Sigma Securities, LLC | 6,751 | $494.6K | 0.07% | −8,585−56.0% | Reduced |
| Coldstream Capital Management Inc | 6,582 | $482.2K | 0.01% | +1,685+34.4% | Added |
| Callan Family Office, LLC | 6,442 | $471.9K | 0.02% | +277+4.5% | Added |
| Segment Wealth Management, LLC | 6,390 | $468.1K | 0.03% | +210+3.4% | Added |
| QRG Capital Management, Inc. | 6,325 | $463.4K | 0.01% | −5,138−44.8% | Reduced |
| Advisory Alpha, LLC | 6,404 | $460.0K | 0.01% | −460−6.7% | Reduced |
| Frank, Rimerman Advisors LLC | 6,277 | $459.9K | 0.03% | +2,306+58.1% | Added |
| CIBC Private Wealth Group, LLC | 6,248 | $457.7K | 0.00% | −1,157−15.6% | Reduced |
| Savant Capital, LLC | 6,248 | $457.7K | 0.00% | +1,247+24.9% | Added |
| Ostrum Asset Management | 6,204 | $454.5K | 0.02% | +4,345+233.7% | Added |
| Sherbrooke Park Advisers LLC | 6,134 | $449.4K | 0.21% | −12,991−67.9% | Reduced |
| Prospera Financial Services Inc | 6,084 | $445.8K | 0.01% | −1,941−24.2% | Reduced |
| Zions Bancorporation, National Association | 5,970 | $437.4K | 0.02% | −3,816−39.0% | Reduced |
| Accurate Wealth Management, LLC | 5,843 | $434.4K | 0.06% | −11−0.2% | Reduced |
| Conning Inc. | 5,924 | $434.0K | 0.01% | −276−4.5% | Reduced |
| Signaturefd, LLC | 5,920 | $433.7K | 0.01% | +574+10.7% | Added |
| MUFG Securities EMEA plc | 5,729 | $419.7K | 0.01% | +4,849+551.0% | Added |
| FORA Capital, LLC | 5,617 | $411.5K | 0.07% | −8,234−59.4% | Reduced |
| Blair William & Co | 5,598 | $410.1K | 0.00% | +583+11.6% | Added |
| Baader Bank INC | 5,456 | $398.3K | 0.03% | +252+4.8% | Added |
| HighPoint Advisor Group LLC | 5,428 | $397.7K | 0.02% | +97+1.8% | Added |
| Apollon Wealth Management, LLC | 5,357 | $392.5K | 0.01% | −113−2.1% | Reduced |
| Samalin Investment Counsel, LLC | 5,319 | $389.7K | 0.13% | −169−3.1% | Reduced |
| Journey Strategic Wealth LLC | 5,312 | $389.2K | 0.01% | +2,295+76.1% | Added |
| Fifth Third Wealth Advisors LLC | 5,270 | $386.1K | 0.01% | −70−1.3% | Reduced |
| Moment Partners, LLC | 5,260 | $385.3K | 0.07% | +246+4.9% | Added |
| Ossiam | 5,245 | $384.2K | 0.00% | +220+4.4% | Added |
| Fulton Bank, N.A. | 5,218 | $382.3K | 0.01% | −258−4.7% | Reduced |
| Strategy Asset Managers LLC | 5,133 | $376.1K | 0.07% | −129−2.5% | Reduced |
| NorthRock Partners, LLC | 5,088 | $372.7K | 0.01% | +1,275+33.4% | Added |
| Belpointe Asset Management LLC | 5,075 | $371.9K | 0.01% | −6−0.1% | Reduced |
| Inscription Capital, LLC | 5,061 | $370.8K | 0.04% | +5,061 | New |
| 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 |
| Financial Advisors Network, Inc. | 4,930 | $361.2K | 0.05% | +242+5.2% | Added |
| Crestwood Advisors Group LLC | 4,911 | $359.8K | 0.01% | −606−11.0% | Reduced |
| Armis Advisers, LLC | 4,962 | $359.7K | 0.03% | +731+17.3% | Added |
| Sowell Financial Services LLC | 4,867 | $356.6K | 0.01% | +99+2.1% | Added |
| Bryn Mawr Trust Co | 4,862 | $356.2K | 0.01% | −3,865−44.3% | Reduced |
| LVW Advisors, LLC | 4,821 | $353.2K | 0.04% | −46−0.9% | Reduced |
| Merit Financial Group, LLC | 4,818 | $353.0K | 0.00% | +1,009+26.5% | Added |
| Jmac Enterprises LLC | 4,800 | $351.6K | 0.07% | +4,800 | New |
| Alpine Woods Capital Investors, LLC | 4,750 | $348.0K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,838 | $347.6K | 0.00% | +1,130+30.5% | Added |
| Chatham Capital Group, Inc. | 4,730 | $346.5K | 0.05% | 00.0% | Unchanged |
| Carrera Capital Advisors | 4,663 | $341.6K | 0.06% | −411−8.1% | Reduced |
| Kestra Private Wealth Services, LLC | 4,659 | $341.3K | 0.00% | +206+4.6% | Added |
| Vestmark Advisory Solutions, Inc. | 4,508 | $330.3K | 0.01% | −137−2.9% | Reduced |
| Oxler Private Wealth LLC | 4,429 | $324.5K | 0.09% | +24+0.5% | Added |
| Trust Co of the South | 4,404 | $322.6K | 0.05% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 4,349 | $318.6K | 0.20% | −575−11.7% | Reduced |
| Wetherby Asset Management Inc | 4,348 | $318.5K | 0.01% | +3+0.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,345 | $318.3K | 0.16% | −150−3.3% | Reduced |
| Voleon Capital Management LP | 4,340 | $317.9K | 0.01% | +4,340 | New |
| Davenport & Co LLC | 4,333 | $317.5K | 0.00% | +94+2.2% | Added |
| EverSource Wealth Advisors, LLC | 4,308 | $315.6K | 0.01% | −152−3.4% | Reduced |
| NewEdge Wealth, LLC | 4,343 | $315.2K | 0.00% | −278−6.0% | Reduced |
| Paradigm Financial Partners, LLC | 4,266 | $312.5K | 0.03% | −1,332−23.8% | Reduced |
| Gradient Investments LLC | 4,189 | $306.9K | 0.01% | +4,189 | New |
| Mattson Financial Services, LLC | 4,178 | $306.1K | 0.07% | +4,178 | New |
| Stephens Consulting, LLC | 4,125 | $302.2K | 0.10% | −94−2.2% | Reduced |
| Quadrant Capital Group LLC | 4,122 | $302.0K | 0.01% | +231+5.9% | Added |
| Siemens Fonds Invest GmbH | 4,100 | $300.4K | 0.02% | −24−0.6% | Reduced |
| Sage Mountain Advisors LLC | 4,090 | $299.6K | 0.02% | −125−3.0% | Reduced |
| Journey Advisory Group, LLC | 4,050 | $296.7K | 0.02% | 00.0% | Unchanged |