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, Q4 2025
Institutional positions in CMS Energy Corp as of Dec 31, 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
- 801
- +36 vs. Q3 2025
- Shares held
- 293.6M
- +4.45M (+1.5%) vs. Q3 2025
- Total value
- $20.5B
- −$642.9M (−3.0%) vs. Q3 2025
- New holders
- 108
- 291 more added
- Sold out
- 72
- 268 more reduced
11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cygnus Capital Advisors, LLC | 92 | $6.00K | 0.00% | +92 | New |
| Keating Financial Advisory Services, Inc. | 86 | $6.01K | 0.00% | +86 | New |
| Lodestone Wealth Management LLC | 87 | $6.08K | 0.00% | +87 | New |
| Sachetta, LLC | 91 | $6.36K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 92 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 93 | $6.50K | 0.01% | +93 | New |
| Cornerstone Planning Group LLC | 91 | $6.53K | 0.00% | −4−4.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 102 | $7.00K | 0.00% | −266−72.3% | Reduced |
| Navigoe, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 102 | $7.13K | 0.00% | +55+117.0% | Added |
| Leonteq Securities AG | 108 | $7.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 111 | $7.76K | 0.01% | +111 | New |
| True Wealth Design, LLC | 120 | $8.39K | 0.00% | −6−4.8% | Reduced |
| Prestige Wealth Management Group LLC | 121 | $8.46K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 122 | $8.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 126 | $8.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 129 | $9.02K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 130 | $9.15K | 0.00% | +130 | New |
| Meeder Asset Management Inc | 143 | $10.0K | 0.00% | −4−2.7% | Reduced |
| Garton & Associates Financial Advisors LLC | 145 | $10.1K | 0.01% | +145 | New |
| DT Investment Partners, LLC | 145 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 147 | $10.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 149 | $10.4K | 0.00% | −12−7.5% | Reduced |
| First Command Advisory Services, Inc. | 150 | $10.5K | 0.00% | −45−23.1% | Reduced |
| DV Trading LLC | 151 | $10.6K | 0.00% | +151 | New |
| Prosperity Bancshares Inc | 152 | $10.6K | 0.01% | +152 | New |
| Atwood & Palmer Inc | 160 | $11.2K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 167 | $11.7K | 0.00% | +1+0.6% | Added |
| Bangor Savings Bank | 168 | $11.7K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 168 | $11.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 174 | $12.2K | 0.00% | −19−9.8% | Reduced |
| GW&K Investment Management, LLC | 190 | $13.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 187 | $13.1K | 0.00% | −48−20.4% | Reduced |
| JFS Wealth Advisors, LLC | 192 | $13.4K | 0.00% | +55+40.1% | Added |
| Eastern Bank | 200 | $14.0K | 0.00% | −8−3.8% | Reduced |
| TSFG, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 203 | $14.0K | 0.00% | +173+576.7% | Added |
| Farmers & Merchants Investments Inc | 206 | $14.4K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 221 | $15.5K | 0.00% | +221 | New |
| United Community Bank | 235 | $16.4K | 0.01% | +235 | New |
| Nemes Rush Group LLC | 244 | $17.1K | 0.00% | +28+13.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 246 | $17.4K | 0.01% | +246 | New |
| Westside Investment Management, Inc. | 256 | $18.0K | 0.00% | +14+5.8% | Added |
| Elequin Capital LP | 259 | $18.1K | 0.00% | +259 | New |
| Salomon & Ludwin, LLC | 281 | $19.5K | 0.00% | +252+869.0% | Added |
| Harbor Investment Advisory, LLC | 283 | $19.8K | 0.00% | +283 | New |
| Optiver Holding B.V. | 290 | $20.3K | 0.00% | +290 | New |
| JNBA Financial Advisors | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 318 | $22.2K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 332 | $23.0K | 0.00% | +21+6.8% | Added |
| Strategic Advocates LLC | 329 | $23.2K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 344 | $24.1K | 0.00% | +241+234.0% | Added |
| SJS Investment Consulting Inc. | 350 | $24.5K | 0.00% | +20+6.1% | Added |
| Ancora Advisors, LLC | 351 | $24.5K | 0.00% | +341+3,410.0% | Added |
| Sound Income Strategies, LLC | 343 | $24.6K | 0.00% | +157+84.4% | Added |
| First Horizon Corp | 356 | $24.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 356 | $24.9K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 357 | $25.0K | 0.01% | +83+30.3% | Added |
| Root Financial Partners, LLC | 358 | $25.1K | 0.00% | +31+9.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $25.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 387 | $27.1K | 0.00% | −97−20.0% | Reduced |
| Heritage Wealth Advisors | 400 | $28.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $28.3K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 413 | $28.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 413 | $28.9K | 0.01% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 416 | $29.1K | 0.01% | +416 | New |
| DV Equities, LLC | 417 | $29.2K | 0.01% | +417 | New |
| WPG Advisers, LLC | 418 | $29.2K | 0.02% | −89−17.6% | Reduced |
| Front Row Advisors LLC | 420 | $29.4K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 430 | $30.1K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 438 | $30.6K | 0.00% | +438 | New |
| Johnson Financial Group, Inc. | 443 | $31.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 453 | $31.7K | 0.01% | −114−20.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 467 | $32.7K | 0.03% | +405+653.2% | Added |
| Dorato Capital Management | 525 | $37.2K | 0.03% | +525 | New |
| Trust Co of Vermont | 535 | $37.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 660 | $46.2K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 703 | $49.2K | 0.01% | +161+29.7% | Added |
| Sentry Investment Management LLC | 761 | $53.0K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 800 | $55.9K | 0.03% | −132−14.2% | Reduced |
| Onefund, LLC | 849 | $59.4K | 0.04% | +50+6.3% | Added |
| IFP Advisors, Inc | 884 | $61.8K | 0.00% | +37+4.4% | Added |
| Parkside Financial Bank & Trust | 884 | $61.8K | 0.00% | −27−3.0% | Reduced |
| Umb Bank N A | 917 | $64.1K | 0.00% | +73+8.6% | Added |
| Cromwell Holdings LLC | 926 | $64.8K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 939 | $65.7K | 0.03% | +400+74.2% | Added |
| Caldwell Sutter Capital, Inc. | 950 | $66.4K | 0.03% | +40+4.4% | Added |
| Bernard Wealth Management Corp. | 962 | $67.3K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 964 | $67.4K | 0.01% | −12−1.2% | Reduced |
| Spire Wealth Management | 1,065 | $74.5K | 0.00% | +8+0.8% | Added |
| Grove Bank & Trust | 1,072 | $75.0K | 0.01% | 00.0% | Unchanged |
| RHL Group, LLC | 1,082 | $75.7K | 0.06% | +1,082 | New |
| Manchester Capital Management LLC | 1,086 | $75.9K | 0.01% | +582+115.5% | Added |
| Caldwell Trust Co | 1,087 | $76.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $76.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,109 | $77.6K | 0.00% | +34+3.2% | Added |
| Covestor Ltd | 1,130 | $79.0K | 0.04% | +706+166.5% | Added |
| Fideuram Asset Management (Ireland) dac | 1,168 | $79.5K | 0.01% | +1,168 | New |