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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

Q4 2025 vs. Q3 2025

How the institutions holding CMS Energy Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of CMS: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders77611801+36
Shares289.3M148.5K293.6M+4.45M (+1.5%)
Value$21.2B$10.9M$20.5B−$642.9M (−3.0%)

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (108)

Institutions that held CMS Energy Corp at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 108 by value.

Institutions new to CMS in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank4,519,622$316.1M0.03%
Nomura Asset Management International Inc.2,150,060$150.4M0.23%
Parnassus Investments1,472,659$103.0M0.27%
Freestone Grove Partners LP926,977$64.8M0.47%
Verbena Value LP286,200$20.0M3.45%
Hudson Bay Capital Management LP225,896$15.8M0.09%
SummitTX Capital, L.P.72,946$5.10M0.15%
Osmosis Investment Management UK Ltd55,822$3.90M0.10%
CIBC World Markets Corp49,764$3.48M0.02%
Glenmede Trust Co NA41,832$2.93M0.01%
Eurizon Capital SGR S.p.A.39,213$2.74M0.01%
CIBC World Markets Inc.25,299$1.77M0.00%
Walleye Capital LLC23,877$1.67M0.01%
Capital Innovations LLC23,622$1.65M0.47%
Covalis Capital LLP22,669$1.59M0.12%
Blue Water Asset Management20,039$1.40M0.50%
Havemeyer Place LP18,612$1.30M0.26%
Pinebridge Investments LLC16,071$1.12M0.01%
Magnetar Financial LLC15,612$1.09M0.01%
RIA Advisory Group LLC13,922$973.6K0.24%
Delta Global Management LP13,377$935.5K0.07%
Braeburn Wealth Management LLC12,263$857.5K0.44%
Inceptionr LLC11,760$822.4K0.23%
V-Square Quantitative Management LLC10,829$757.3K0.08%
SBI Okasan Asset Management Co.Ltd.10,300$722.3K0.04%
North Dakota State Investment Board10,200$713.3K0.03%
Laird Norton Trust Company, LLC9,251$646.9K0.01%
Ofi Invest Asset Management9,221$644.8K0.01%
NLB Skladi, upravljanje premozenja, d.o.o.9,003$629.6K0.03%
PensionDanmark Pensionsforsikringsaktieselskab8,660$605.6K0.01%
Entropy Technologies, LP8,629$603.4K0.03%
Farringdon Capital, Ltd.8,131$568.6K0.14%
111 Capital6,881$481.2K0.10%
Aquatic Capital Management LLC6,874$480.7K0.01%
Balyasny Asset Management LLC6,041$422.4K0.00%
Cynosure Management, LLC6,029$421.6K0.04%
Evolve Private Wealth, LLC5,446$380.8K0.02%
Rehmann Capital Advisory Group4,723$330.3K0.02%
TCW Group Inc4,690$328.0K0.00%
Wexford Capital LP4,666$326.3K0.08%
Evansbrook LLC4,499$314.6K0.21%
Schwallier Wealth Management LLC3,897$278.6K0.18%
Banco Santander, S.A.3,946$275.9K0.00%
nVerses Capital, LLC3,905$273.1K0.61%
Kera Capital Partners, Inc.3,728$266.5K0.03%
Procyon Private Wealth Partners, LLC3,745$261.9K0.01%
AlphaCore Capital LLC3,425$239.5K0.01%
Neo Ivy Capital Management3,274$228.9K0.04%
Mach-1 Financial Group, Inc.3,209$224.4K0.05%
Lighthouse Investment Partners, LLC3,206$224.2K0.01%
Bollard Group LLC3,134$219.0K0.01%
Concurrent Investment Advisors, LLC3,094$216.4K0.00%
Aigen Investment Management, LP3,068$214.5K0.05%
Drive Wealth Management, LLC2,916$203.9K0.04%
Frec Markets, Inc.2,910$203.5K0.06%
Virtus Investment Advisers, Inc.2,331$163.0K0.04%
Aster Capital Management (DIFC) Ltd2,056$143.8K0.06%
Jefferies Financial Group Inc.1,668$116.6K0.00%
Pinnacle Wealth Planning Services, Inc.1,459$102.0K0.01%
Dixon Mitchell Investment Counsel Inc.1,194$83.5K0.00%
Fideuram Asset Management (Ireland) dac1,168$79.5K0.01%
RHL Group, LLC1,082$75.7K0.06%
Dorato Capital Management525$37.2K0.03%
MidFirst Bank438$30.6K0.00%
DV Equities, LLC417$29.2K0.01%
Elyxium Wealth, LLC416$29.1K0.01%
Optiver Holding B.V.290$20.3K0.00%
Harbor Investment Advisory, LLC283$19.8K0.00%
Elequin Capital LP259$18.1K0.00%
E Fund Management (Hong Kong) Co., Ltd.246$17.4K0.01%
United Community Bank235$16.4K0.01%
Basecamp Wealth Advisors LLC221$15.5K0.00%
Prosperity Bancshares Inc152$10.6K0.01%
DV Trading LLC151$10.6K0.00%
Garton & Associates Financial Advisors LLC145$10.1K0.01%
Flagship Harbor Advisors, LLC130$9.15K0.00%
Cornerstone Financial Management LLC111$7.76K0.01%
Ares Financial Consulting, LLC93$6.50K0.01%
Lodestone Wealth Management LLC87$6.08K0.00%
Keating Financial Advisory Services, Inc.86$6.01K0.00%
Cygnus Capital Advisors, LLC92$6.00K0.00%
Fairman Group, LLC78$5.46K0.00%
American National Bank74$5.17K0.00%
Kingdom Financial Group LLC.71$4.99K0.00%
Old Second National Bank of Aurora60$4.20K0.00%
J.Safra Asset Management Corp60$4.20K0.00%
Clayton Financial Group LLC53$3.71K0.00%
IMG Wealth Management, Inc.42$2.94K0.00%
Asset Dedication, LLC34$2.38K0.00%
Monetary Solutions, Ltd30$2.10K0.00%
Legacy Wealth Managment, LLC29$2.03K0.00%
Signature Equity Partners, LLC18$1.26K0.00%
Sunrise Financial Services, LLC18$1.26K0.00%
Greenline Wealth Management LLC16$1.12K0.00%
Golden State Wealth Management, LLC14$9790.00%
1015 Capital Partners, LLC14$9790.00%
Whipplewood Advisors, LLC11$7690.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management11$7690.00%
Three Bearings Fiduciary Advisors, Inc.10$7150.00%
Optima Capital LLC9$6290.00%

Sold out (72)

Institutions that held CMS Energy Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of CMS in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Adage Capital Partners GP, L.L.C.272,461$20.0M
Tudor Investment Corp Et Al263,986$19.3M
Beck Bode, LLC259,998$19.0M
AMF Pensionsforsakring AB121,251$8.88M
Campbell & CO Investment Adviser LLC104,094$7.63M
Sone Capital Management, LLC90,417$6.62M
Sciencast Management LP59,035$4.32M
DRW Securities, LLC42,100$3.06M
Dark Forest Capital Management LP37,161$2.72M
J. Safra Sarasin Holding AG34,322$2.51M
Vennlight Capital Management, LP31,917$2.34M
NJ State Employees Deferred Compensation Plan22,000$1.61M
Elo Mutual Pension Insurance Co21,593$1.58M
Catalyst Funds Management Pty Ltd16,600$1.22M
Andra AP-fonden15,974$1.17M
Boston Private Wealth LLC13,652$1.00M
Schonfeld Strategic Advisors LLC12,637$925.8K
Banque Cantonale Vaudoise9,504$697.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,231$676.3K
Kovitz Investment Group Partners, LLC8,092$592.8K
Empowered Funds, LLC7,172$525.4K
LifeWealth Investments, LLC7,118$521.5K
BKM Wealth Management, LLC6,911$506.3K
Sherbrooke Park Advisers LLC6,134$449.4K
FORA Capital, LLC5,617$411.5K
Baader Bank INC5,456$398.3K
Ossiam5,245$384.2K
NorthRock Partners, LLC5,088$372.7K
Smith Group Asset Management, LLC5,000$366.3K
Paradigm Financial Partners, LLC4,266$312.5K
Two Sigma Advisers, LP3,600$263.7K
Atlas Legacy Advisors, LLC3,544$259.6K
Catalytic Wealth RIA, LLC3,535$259.0K
First Citizens Bank & Trust Co3,479$254.9K
Pitcairn Co3,299$241.7K
Brown Advisory Inc3,283$240.5K
McDonald Partners LLC3,170$232.2K
Chicago Partners Investment Group LLC3,115$228.8K
Prosperity Financial Group, Inc.2,958$216.7K
Cigna Investments Inc2,903$213.0K
Turtle Creek Wealth Advisors, LLC2,871$210.3K
Strait & Sound Wealth Management LLC2,834$207.6K
Midwest Trust Co2,826$207.0K
Walker Asset Management, LLC2,774$203.2K
Atom Investors LP2,757$202.0K
Sovereign Financial Group, Inc.2,731$200.1K
Principal Securities, Inc.2,490$182.4K
Catalyst Capital Advisors LLC1,303$95.5K
Federated Hermes, Inc.1,279$93.7K
Ci Investments Inc.1,233$90.0K
Salem Investment Counselors Inc810$59.3K
TruNorth Capital Management, LLC712$52.2K
Ameritas Advisory Services, LLC330$24.2K
Missouri Trust & Investment Co231$16.9K
GPS Wealth Strategies Group, LLC174$12.7K
JPL Wealth Management, LLC104$7.62K
Group One Trading, L.P.56$4.10K
Cloud Capital Management, LLC55$4.00K
Trifecta Capital Advisors, LLC42$3.08K
Main Street Group, LTD34$2.49K
Archer Investment Corp31$2.28K
Heartwood Wealth Advisors LLC20$1.47K
Rise Advisors, LLC19$1.39K
Beaird Harris Wealth Management, LLC17$1.23K
Grey Fox Wealth Advisors, LLC16$1.17K
Strengthening Families & Communities, LLC14$1.03K
Tortoise Investment Management, LLC12$879
Palisade Asset Management, LLC7$513
Wealth Watch Advisors, INC7$513
Dogwood Wealth Management LLC6$440
Hurley Capital, LLC5$366
North Capital, Inc.1$73

Not filed for Q4 2025 yet (11)

Institutions that held CMS Energy Corp at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
CIBC Bancorp USA Inc.43,935$3.22M
Wolverine Trading, LLC33,485$2.44M
Glenmede Investment Management, LP27,200$1.99M
AXA Investment Managers S.A.25,237$1.85M
Shell Asset Management Co6,867$503.0K
Wetherby Asset Management Inc4,348$318.5K
Full Sail Capital, LLC3,039$222.6K
Eisler Capital Management Ltd.2,799$205.1K
Amica Retiree Medical Trust905$66.0K
Hemington Wealth Management660$48.0K
Binnacle Investments Inc39$2.86K