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 |
|---|---|---|---|---|---|
| Tobam | 996 | $73.0K | 0.03% | +437+78.2% | Added |
| NBC Securities, Inc. | 976 | $71.5K | 0.01% | −61−5.9% | Reduced |
| Bernard Wealth Management Corp. | 962 | $70.5K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 932 | $68.3K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 926 | $67.8K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 911 | $66.7K | 0.01% | +20+2.2% | Added |
| Caldwell Sutter Capital, Inc. | 910 | $66.7K | 0.03% | −20−2.2% | Reduced |
| Amica Retiree Medical Trust | 905 | $66.0K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 847 | $62.1K | 0.00% | +847 | Added |
| Umb Bank N A | 844 | $61.8K | 0.00% | +267+46.3% | Added |
| Salem Investment Counselors Inc | 810 | $59.3K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 799 | $58.5K | 0.04% | +29+3.8% | Added |
| Sentry Investment Management LLC | 761 | $56.0K | 0.04% | −80−9.5% | Reduced |
| TruNorth Capital Management, LLC | 712 | $52.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 660 | $48.4K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 660 | $48.0K | 0.01% | +22+3.4% | Added |
| Quarry LP | 629 | $46.1K | 0.01% | −1,270−66.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 627 | $45.9K | 0.03% | −215−25.5% | Reduced |
| Simplex Trading, LLC | 585 | $42.0K | 0.00% | +585 | New |
| Clear Street Markets LLC | 567 | $41.5K | 0.01% | +366+182.1% | Added |
| UMA Financial Services, Inc. | 542 | $39.7K | 0.01% | +542 | New |
| Mark Sheptoff Financial Planning, LLC | 539 | $39.5K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 535 | $39.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 507 | $37.1K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 504 | $36.9K | 0.01% | −9−1.8% | Reduced |
| Atlantic Union Bankshares Corp | 484 | $35.5K | 0.00% | +133+37.9% | Added |
| Johnson Financial Group, Inc. | 443 | $32.5K | 0.00% | +105+31.1% | Added |
| BankPlus Trust Department | 430 | $31.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 424 | $31.0K | 0.02% | +145+52.0% | Added |
| Front Row Advisors LLC | 420 | $30.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 413 | $30.3K | 0.00% | −100−19.5% | Reduced |
| CNB Bank | 413 | $30.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $29.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $29.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $27.1K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 368 | $27.0K | 0.00% | +27+7.9% | Added |
| HM Payson & Co | 356 | $26.1K | 0.00% | +141+65.6% | Added |
| First Horizon Corp | 356 | $26.1K | 0.00% | +356 | New |
| Ameritas Advisory Services, LLC | 330 | $24.2K | 0.00% | −286−46.4% | Reduced |
| SJS Investment Consulting Inc. | 330 | $24.2K | 0.00% | +32+10.7% | Added |
| Strategic Advocates LLC | 329 | $24.1K | 0.01% | +329 | New |
| Root Financial Partners, LLC | 327 | $24.0K | 0.00% | +327 | New |
| MV Capital Management, Inc. | 318 | $23.3K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $23.0K | 0.00% | +311 | New |
| JNBA Financial Advisors | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 274 | $20.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 242 | $17.5K | 0.00% | +121+100.0% | Added |
| ORG Partners LLC | 235 | $17.2K | 0.00% | +89+61.0% | Added |
| Rossby Financial, LCC | 236 | $17.1K | 0.01% | +233+7,766.7% | Added |
| Missouri Trust & Investment Co | 231 | $16.9K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 216 | $15.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 208 | $15.2K | 0.00% | +8+4.0% | Added |
| Farmers & Merchants Investments Inc | 206 | $15.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 195 | $14.3K | 0.00% | +150+333.3% | Added |
| Fortitude Family Office, LLC | 193 | $14.1K | 0.00% | +2+1.0% | Added |
| GW&K Investment Management, LLC | 190 | $14.0K | 0.00% | +14+8.0% | Added |
| Sound Income Strategies, LLC | 186 | $13.6K | 0.00% | +60+47.6% | Added |
| GPS Wealth Strategies Group, LLC | 174 | $12.7K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 168 | $12.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 168 | $12.3K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 166 | $12.2K | 0.00% | +1+0.6% | Added |
| Geneos Wealth Management Inc. | 161 | $11.8K | 0.00% | −2,114−92.9% | Reduced |
| Atwood & Palmer Inc | 160 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 147 | $10.8K | 0.00% | +147 | New |
| Meeder Asset Management Inc | 147 | $10.8K | 0.00% | +147 | New |
| DT Investment Partners, LLC | 145 | $10.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $10.0K | 0.00% | −1−0.7% | Reduced |
| Private Wealth Asset Management, LLC | 129 | $9.45K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 126 | $9.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 126 | $9.23K | 0.00% | +47+59.5% | Added |
| Center for Financial Planning, Inc. | 122 | $8.91K | 0.00% | +1+0.8% | Added |
| Prestige Wealth Management Group LLC | 121 | $8.87K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 108 | $7.91K | 0.00% | +108 | New |
| Cullen/Frost Bankers, Inc. | 105 | $7.69K | 0.00% | −222−67.9% | Reduced |
| JPL Wealth Management, LLC | 104 | $7.62K | 0.00% | +104 | New |
| New Age Alpha Advisors, LLC | 103 | $7.55K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $7.33K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 109 | $7.00K | 0.00% | +109 | New |
| Cornerstone Planning Group LLC | 95 | $6.96K | 0.00% | −1−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 92 | $6.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 91 | $6.67K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 84 | $6.15K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 86 | $6.00K | 0.00% | +28+48.3% | Added |
| Robinswood Financial LLC | 80 | $5.86K | 0.00% | +80 | New |
| Bell Investment Advisors, Inc | 77 | $5.64K | 0.00% | −3−3.8% | Reduced |
| Sunbelt Securities, Inc. | 77 | $5.64K | 0.00% | +77 | New |
| HighMark Wealth Management LLC | 73 | $5.35K | 0.00% | −28−27.7% | Reduced |
| TCTC Holdings, LLC | 73 | $5.35K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 75 | $5.00K | 0.00% | +75 | New |
| Country Trust Bank | 66 | $4.83K | 0.00% | +66 | New |
| City State Bank | 65 | $4.76K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 64 | $4.69K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 63 | $4.62K | 0.00% | +27+75.0% | Added |
| Quest 10 Wealth Builders, Inc. | 62 | $4.54K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 58 | $4.25K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 56 | $4.10K | 0.00% | +44+366.7% | Added |
| Group One Trading, L.P. | 56 | $4.10K | 0.00% | +56 | New |
| Essential Partners LLC | 55 | $4.05K | 0.00% | +42+323.1% | Added |