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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 4,039 | $295.9K | 0.00% | +333+9.0% | Added |
| Capital Investment Advisors, LLC | 3,998 | $292.9K | 0.00% | −18−0.4% | Reduced |
| Prudential PLC | 3,913 | $286.7K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,865 | $283.1K | 0.03% | −250−6.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,813 | $279.3K | 0.55% | −36,894−90.6% | Reduced |
| Aventura Private Wealth, LLC | 3,766 | $275.9K | 0.10% | +40+1.1% | Added |
| Massmutual Trust Co FSB | 3,749 | $274.7K | 0.01% | −54−1.4% | Reduced |
| SageView Advisory Group, LLC | 3,660 | $268.1K | 0.01% | −137−3.6% | Reduced |
| Parallel Advisors, LLC | 3,607 | $264.2K | 0.00% | +36+1.0% | Added |
| Two Sigma Advisers, LP | 3,600 | $263.7K | 0.00% | −236,900−98.5% | Reduced |
| Commerzbank Aktiengesellschaft | 3,566 | $262.0K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 3,556 | $260.5K | 0.02% | +3,556 | New |
| Atlas Legacy Advisors, LLC | 3,544 | $259.6K | 0.05% | +3,544 | New |
| Catalytic Wealth RIA, LLC | 3,535 | $259.0K | 0.01% | +3,535 | New |
| Trust Co of Toledo NA | 3,533 | $258.8K | 0.03% | −1,080−23.4% | Reduced |
| Pointe Capital Management LLC | 3,515 | $257.5K | 0.13% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,546 | $257.1K | 0.05% | −35−1.0% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,508 | $257.0K | 0.08% | +31+0.9% | Added |
| Essex Savings Bank | 3,483 | $255.2K | 0.06% | +22+0.6% | Added |
| First Citizens Bank & Trust Co | 3,479 | $254.9K | 0.01% | −82,845−96.0% | Reduced |
| Vontobel Holding Ltd. | 3,425 | $250.9K | 0.00% | −449−11.6% | Reduced |
| VeraBank, N.A. | 3,400 | $249.1K | 0.05% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,371 | $247.0K | 0.08% | +25+0.7% | Added |
| Norden Group LLC | 3,369 | $246.8K | 0.03% | +79+2.4% | Added |
| Resources Investment Advisors, LLC. | 3,368 | $246.7K | 0.00% | −437−11.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,321 | $243.3K | 0.07% | −419−11.2% | Reduced |
| Pitcairn Co | 3,299 | $241.7K | 0.02% | −650−16.5% | Reduced |
| First Heartland Consultants, Inc. | 3,284 | $240.6K | 0.02% | −14−0.4% | Reduced |
| Brown Advisory Inc | 3,283 | $240.5K | 0.00% | +54+1.7% | Added |
| Johnson Investment Counsel Inc | 3,253 | $238.3K | 0.00% | +3,253 | New |
| Tema ETFs LLC | 3,236 | $237.1K | 0.02% | +3,236 | New |
| Farther Finance Advisors, LLC | 3,228 | $236.5K | 0.00% | +726+29.0% | Added |
| McDonald Partners LLC | 3,170 | $232.2K | 0.07% | −693−17.9% | Reduced |
| Gen-Wealth Partners Inc | 3,157 | $231.3K | 0.08% | −300−8.7% | Reduced |
| Pallas Capital Advisors LLC | 3,139 | $230.0K | 0.01% | +3,139 | New |
| Chicago Partners Investment Group LLC | 3,115 | $228.8K | 0.01% | +3,115 | New |
| Daymark Wealth Partners, LLC | 3,102 | $227.3K | 0.01% | +51+1.7% | Added |
| Chicago Trust Co NA | 3,100 | $227.1K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,128 | $226.3K | 0.00% | −67−2.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,079 | $225.5K | 0.01% | −1,100−26.3% | Reduced |
| Los Angeles Capital Management LLC | 3,071 | $225.0K | 0.00% | +3,071 | New |
| Patton Fund Management, Inc. | 3,051 | $223.5K | 0.04% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 3,039 | $222.6K | 0.01% | +6+0.2% | Added |
| Florida Financial Advisors, LLC | 3,025 | $221.8K | 0.07% | +115+4.0% | Added |
| SkyOak Wealth, LLC | 3,000 | $219.8K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 2,995 | $219.0K | 0.01% | +1,182+65.2% | Added |
| Longboard Asset Management, LP | 2,982 | $218.5K | 0.35% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 2,958 | $216.7K | 0.08% | +10.0% | Added |
| Bradley Foster & Sargent Inc | 2,950 | $216.1K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,903 | $213.0K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,898 | $212.3K | 0.00% | +2,898 | New |
| Turtle Creek Wealth Advisors, LLC | 2,871 | $210.3K | 0.02% | +2,871 | New |
| Skopos Labs, Inc. | 3,018 | $208.3K | 0.03% | −10.0% | Reduced |
| Transcend Wealth Collective, LLC | 2,837 | $207.8K | 0.01% | +2,837 | New |
| Strait & Sound Wealth Management LLC | 2,834 | $207.6K | 0.08% | +2,834 | New |
| Midwest Trust Co | 2,826 | $207.0K | 0.00% | +2,826 | New |
| Camden Capital, LLC | 2,805 | $205.5K | 0.01% | +2,805 | New |
| Eisler Capital Management Ltd. | 2,799 | $205.1K | 0.00% | +2,799 | New |
| Foundations Investment Advisors, LLC | 2,787 | $204.2K | 0.00% | −102−3.5% | Reduced |
| Walker Asset Management, LLC | 2,774 | $203.2K | 0.11% | +2,774 | New |
| Dana Investment Advisors, Inc. | 2,771 | $203.0K | 0.01% | +2,771 | New |
| Atom Investors LP | 2,757 | $202.0K | 0.02% | +2,757 | New |
| Sovereign Financial Group, Inc. | 2,731 | $200.1K | 0.04% | +2,731 | New |
| Ameritas Investment Partners, Inc. | 2,728 | $199.9K | 0.01% | −119−4.2% | Reduced |
| CoreCap Advisors, LLC | 2,639 | $193.4K | 0.01% | +18+0.7% | Added |
| Clearstead Advisors, LLC | 2,633 | $192.9K | 0.00% | −99−3.6% | Reduced |
| Advisory Services Network, LLC | 2,587 | $189.5K | 0.00% | +2,587 | New |
| Principal Securities, Inc. | 2,490 | $182.4K | 0.00% | −12−0.5% | Reduced |
| Brown Brothers Harriman & Co | 2,402 | $176.0K | 0.00% | +1,580+192.2% | Added |
| Larson Financial Group LLC | 2,246 | $164.5K | 0.01% | +545+32.0% | Added |
| Allworth Financial LP | 2,170 | $158.9K | 0.00% | −41−1.9% | Reduced |
| Colonial Trust Co | 2,041 | $149.5K | 0.02% | −5−0.2% | Reduced |
| Crewe Advisors LLC | 1,905 | $139.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,883 | $137.9K | 0.02% | +5+0.3% | Added |
| Rothschild Investment LLC | 1,668 | $122.2K | 0.01% | +75+4.7% | Added |
| MAI Capital Management | 1,642 | $120.3K | 0.00% | −134−7.5% | Reduced |
| Private Trust Co NA | 1,562 | $114.4K | 0.01% | +143+10.1% | Added |
| Acadian Asset Management LLC | 1,551 | $113.0K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $109.9K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $109.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,484 | $108.7K | 0.08% | −44−2.9% | Reduced |
| First Financial Corp | 1,480 | $108.4K | 0.04% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $107.5K | 0.07% | +1,468 | New |
| Costello Asset Management, INC | 1,408 | $103.2K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,378 | $101.0K | 0.01% | +1,378 | New |
| FWL Investment Management, LLC | 1,350 | $98.9K | 0.03% | −150−10.0% | Reduced |
| Harbour Investments, Inc. | 1,318 | $96.6K | 0.00% | +40+3.1% | Added |
| Catalyst Capital Advisors LLC | 1,303 | $95.5K | 0.00% | +396+43.7% | Added |
| Federated Hermes, Inc. | 1,279 | $93.7K | 0.00% | −38−2.9% | Reduced |
| TD Private Client Wealth LLC | 1,256 | $92.0K | 0.00% | +133+11.8% | Added |
| Ci Investments Inc. | 1,233 | $90.0K | 0.00% | +69+5.9% | Added |
| Trust Co | 1,227 | $89.9K | 0.01% | +1,227 | New |
| CVA Family Office, LLC | 1,221 | $89.5K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,113 | $81.5K | 0.02% | +240+27.5% | Added |
| Montag A & Associates Inc | 1,100 | $80.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $79.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,072 | $78.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,075 | $77.8K | 0.00% | −90−7.7% | Reduced |
| Spire Wealth Management | 1,057 | $77.5K | 0.00% | −454−30.0% | Reduced |
| Wealthspire Advisors, LLC | 1,010 | $74.0K | 0.00% | +1,010 | New |