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Livermore
ZHEN

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
Cloud Capital Management, LLC55$4.00K0.00%+55New
TD Capital Management LLC52$3.77K0.00%+1+2.0%Added
Pittenger & Anderson Inc51$3.74K0.00%+51New
Glen Eagle Advisors, LLC51$3.74K0.00%−10−16.4%Reduced
SBI Securities Co., Ltd.50$3.66K0.00%+1+2.0%Added
South State Corp.47$3.44K0.00%−27−36.5%Reduced
Transamerica Financial Advisors, Inc.47$3.44K0.00%+47New
Key Financial Inc46$3.33K0.00%00.0%Unchanged
Financial Consulate, Inc45$3.30K0.00%+45New
Bare Financial Services, Inc45$3.30K0.00%+45New
Highline Wealth Partners LLC44$3.22K0.00%00.0%Unchanged
Central Trust Co43$3.15K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC42$3.08K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC39$2.86K0.00%00.0%Unchanged
Binnacle Investments Inc39$2.86K0.00%+25+178.6%Added
DiNuzzo Private Wealth, Inc.38$2.72K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$2.49K0.00%00.0%Unchanged
Main Street Group, LTD34$2.49K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC33$2.42K0.00%+33New
Archer Investment Corp31$2.28K0.00%00.0%Unchanged
Hughes Financial Services, LLC29$2.15K0.00%00.0%Unchanged
Salomon & Ludwin, LLC29$2.10K0.00%+11+61.1%Added
Centerpoint Advisors, LLC30$2.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph39$2.00K0.00%+30+333.3%Added
Private Wealth Management Group, LLC25$1.83K0.00%00.0%Unchanged
Kilter Group LLC25$1.83K0.00%00.0%Unchanged
Dunhill Financial, LLC24$1.76K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.20$1.47K0.00%−3−13.0%Reduced
Heartwood Wealth Advisors LLC20$1.47K0.00%+20New
Rise Advisors, LLC19$1.39K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC19$1.39K0.00%+5+35.7%Added
MTM Investment Management, LLC18$1.32K0.00%−140−88.6%Reduced
Bay Harbor Wealth Management, LLC17$1.25K0.00%+5+41.7%Added
Cedar Mountain Advisors, LLC17$1.25K0.00%+17New
Beaird Harris Wealth Management, LLC17$1.23K0.00%+17New
Grey Fox Wealth Advisors, LLC16$1.17K0.00%+16New
Activest Wealth Management15$1.10K0.00%+6+66.7%Added
Strengthening Families & Communities, LLC14$1.03K0.00%+14New
Cape Investment Advisory, Inc.14$1.03K0.00%+14New
Penserra Capital Management LLC27$1.00K0.00%+3+12.5%Added
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC13$9520.00%+13New
Valued Wealth Advisors LLC12$8800.00%00.0%Unchanged
Ameriflex Group, Inc.12$8790.00%−69−85.2%Reduced
Principia Wealth Advisory, LLC12$8790.00%−1−7.7%Reduced
Tortoise Investment Management, LLC12$8790.00%+8+200.0%Added
Creative Financial Designs Inc10$7330.00%00.0%Unchanged
Ancora Advisors, LLC10$7330.00%00.0%Unchanged
Financial Management Professionals, Inc.10$7330.00%00.0%Unchanged
NVWM, LLC10$7330.00%00.0%Unchanged
Wolff Wiese Magana LLC10$7330.00%00.0%Unchanged
Winnow Wealth LLC9$6660.00%+9New
Quaker Wealth Management, LLC9$6600.00%00.0%Unchanged
Orion Capital Management LLC9$6590.00%00.0%Unchanged
HFM Investment Advisors, LLC9$6590.00%00.0%Unchanged
American Capital Advisory, LLC8$5870.00%00.0%Unchanged
S&T Bank8$5860.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$5860.00%+8New
AdvisorNet Financial, Inc7$5130.00%00.0%Unchanged
North Star Investment Management Corp.7$5130.00%+7New
Palisade Asset Management, LLC7$5130.00%+7New
Stone House Investment Management, LLC7$5130.00%+7New
Wealth Watch Advisors, INC7$5130.00%+7New
Dogwood Wealth Management LLC6$4400.00%+6New
Redwood Park Advisors LLC5$3670.00%00.0%Unchanged
Retirement Wealth Solutions LLC5$3670.00%+5New
ROSS\JOHNSON & Associates LLC5$3660.01%00.0%Unchanged
Hurley Capital, LLC5$3660.00%+5New
Seneschal Advisors, LLC4$2940.00%+4New
Clark Wealth Partners4$2800.00%−10−71.4%Reduced
Davis Capital Management3$2200.00%+3New
DecisionPoint Financial, LLC3$2180.00%00.0%Unchanged
Turning Point Benefit Group, Inc.3$2170.00%+3New
TFC Financial Management1$740.00%00.0%Unchanged
North Capital, Inc.1$730.00%+1New
Abound Wealth Management1$440.00%+1New
Perpetual Ltd0$00.00%−2,041,739−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−681,200−100.0%Sold out
Linden Advisors LP0$00.00%−97,500−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−62,134−100.0%Sold out
Aigen Investment Management, LP0$00.00%−41,813−100.0%Sold out
Centiva Capital, LP0$00.00%−38,166−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−29,424−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−27,702−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−26,735−100.0%Sold out
AXA S.A.0$00.00%−25,300−100.0%Sold out
Virtu Financial LLC0$00.00%−24,153−100.0%Sold out
HRT Financial LP0$00.00%−23,485−100.0%Sold out
Ninepoint Partners LP0$00.00%−20,748−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−19,406−100.0%Sold out
Capital International Sarl0$00.00%−18,605−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−13,218−100.0%Sold out
Alamea Verwaltungs GmbH0$00.00%−13,113−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−12,478−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−11,344−100.0%Sold out
OmniStar Financial Group, Inc.0$00.00%−8,149−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−7,859−100.0%Sold out
Walleye Capital LLC0$00.00%−7,802−100.0%Sold out
Quadrature Capital Ltd0$00.00%−7,683−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−6,848−100.0%Sold out