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 |
|---|---|---|---|---|---|
| Dixon Mitchell Investment Counsel Inc. | 1,194 | $83.5K | 0.00% | +1,194 | New |
| CVA Family Office, LLC | 1,223 | $85.5K | 0.01% | +2+0.2% | Added |
| Trust Co | 1,227 | $85.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,257 | $87.9K | 0.00% | +1+0.1% | Added |
| FWL Investment Management, LLC | 1,350 | $94.4K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $98.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,459 | $102.0K | 0.01% | +1,459 | New |
| Bruce G. Allen Investments, LLC | 1,468 | $102.7K | 0.07% | −16−1.1% | Reduced |
| Caitlin John, LLC | 1,468 | $102.7K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 1,480 | $103.5K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $104.5K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $104.9K | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 1,513 | $105.8K | 0.00% | −129−7.9% | Reduced |
| Private Trust Co NA | 1,615 | $112.9K | 0.01% | +53+3.4% | Added |
| Jefferies Financial Group Inc. | 1,668 | $116.6K | 0.00% | +1,668 | New |
| Rothschild Investment LLC | 1,787 | $125.0K | 0.01% | +119+7.1% | Added |
| Quent Capital, LLC | 1,859 | $130.0K | 0.01% | +481+34.9% | Added |
| Cranbrook Wealth Management, LLC | 1,878 | $131.3K | 0.03% | +765+68.7% | Added |
| Crewe Advisors LLC | 1,905 | $133.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,906 | $133.3K | 0.00% | −340−15.1% | Reduced |
| Versant Capital Management, Inc | 1,912 | $133.7K | 0.02% | +29+1.5% | Added |
| SageView Advisory Group, LLC | 1,925 | $134.6K | 0.00% | −1,735−47.4% | Reduced |
| Colonial Trust Co | 2,041 | $142.7K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,056 | $143.8K | 0.06% | +2,056 | New |
| Allworth Financial LP | 2,186 | $152.8K | 0.00% | +16+0.7% | Added |
| Virtus Investment Advisers, Inc. | 2,331 | $163.0K | 0.04% | +2,331 | New |
| CoreCap Advisors, LLC | 2,637 | $184.4K | 0.01% | −2−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,728 | $190.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,730 | $190.9K | 0.00% | +1,412+107.1% | Added |
| We Are One Seven, LLC | 2,864 | $200.3K | 0.00% | −34−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 2,865 | $200.3K | 0.00% | +78+2.8% | Added |
| GTS Securities LLC | 2,878 | $201.3K | 0.01% | −4,743−62.2% | Reduced |
| Wealthspire Advisors, LLC | 2,899 | $202.7K | 0.00% | +1,889+187.0% | Added |
| Frec Markets, Inc. | 2,910 | $203.5K | 0.06% | +2,910 | New |
| Drive Wealth Management, LLC | 2,916 | $203.9K | 0.04% | +2,916 | New |
| Bradley Foster & Sargent Inc | 2,950 | $206.3K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,955 | $206.7K | 0.01% | −147−4.7% | Reduced |
| Advisory Services Network, LLC | 2,964 | $207.3K | 0.00% | +377+14.6% | Added |
| Transcend Wealth Collective, LLC | 2,972 | $207.8K | 0.02% | +135+4.8% | Added |
| Longboard Asset Management, LP | 2,982 | $208.5K | 1.33% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,998 | $209.7K | 0.01% | +193+6.9% | Added |
| SkyOak Wealth, LLC | 3,000 | $209.8K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,032 | $212.0K | 0.00% | −9,237−75.3% | Reduced |
| Patton Fund Management, Inc. | 3,051 | $213.4K | 0.03% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,067 | $214.5K | 0.01% | +296+10.7% | Added |
| Aigen Investment Management, LP | 3,068 | $214.5K | 0.05% | +3,068 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,079 | $215.3K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,089 | $216.0K | 0.01% | −50−1.6% | Reduced |
| Concurrent Investment Advisors, LLC | 3,094 | $216.4K | 0.00% | +3,094 | New |
| Chicago Trust Co NA | 3,100 | $216.8K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,966 | $217.1K | 0.00% | −105−3.4% | Reduced |
| Clearstead Advisors, LLC | 3,116 | $217.9K | 0.00% | +483+18.3% | Added |
| Vontobel Holding Ltd. | 3,121 | $218.3K | 0.00% | −304−8.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,102 | $218.3K | 0.00% | −26−0.8% | Reduced |
| Bollard Group LLC | 3,134 | $219.0K | 0.01% | +3,134 | New |
| Florida Financial Advisors, LLC | 3,174 | $219.8K | 0.06% | +149+4.9% | Added |
| Gen-Wealth Partners Inc | 3,162 | $221.1K | 0.07% | +5+0.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,203 | $224.0K | 0.06% | −118−3.6% | Reduced |
| Lighthouse Investment Partners, LLC | 3,206 | $224.2K | 0.01% | +3,206 | New |
| Mach-1 Financial Group, Inc. | 3,209 | $224.4K | 0.05% | +3,209 | New |
| Tema ETFs LLC | 3,228 | $225.7K | 0.02% | −8−0.2% | Reduced |
| Essex Savings Bank | 3,273 | $228.9K | 0.05% | −210−6.0% | Reduced |
| Neo Ivy Capital Management | 3,274 | $228.9K | 0.04% | +3,274 | New |
| Continuum Advisory, LLC | 3,284 | $229.7K | 0.02% | −581−15.0% | Reduced |
| First Heartland Consultants, Inc. | 3,307 | $231.2K | 0.02% | +23+0.7% | Added |
| Resources Investment Advisors, LLC. | 3,319 | $232.1K | 0.00% | −49−1.5% | Reduced |
| Stiles Financial Services Inc | 3,396 | $237.5K | 0.07% | +25+0.7% | Added |
| VeraBank, N.A. | 3,400 | $237.8K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,425 | $239.5K | 0.01% | +3,425 | New |
| Johnson Investment Counsel Inc | 3,459 | $241.9K | 0.00% | +206+6.3% | Added |
| Pointe Capital Management LLC | 3,515 | $245.8K | 0.12% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,533 | $247.1K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 3,540 | $247.6K | 0.02% | −16−0.4% | Reduced |
| Commerzbank Aktiengesellschaft | 3,566 | $249.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,587 | $250.8K | 0.00% | +1,185+49.3% | Added |
| Financial Strategies Group, Inc. | 3,568 | $251.1K | 0.05% | +22+0.6% | Added |
| Citizens Financial Group Inc | 3,623 | $253.3K | 0.00% | −416−10.3% | Reduced |
| Parallel Advisors, LLC | 3,677 | $257.1K | 0.00% | +70+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 3,745 | $261.9K | 0.01% | +3,745 | New |
| Aventura Private Wealth, LLC | 3,766 | $263.4K | 0.09% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 3,728 | $266.5K | 0.03% | +3,728 | New |
| Qsemble Capital Management, LP | 3,828 | $267.7K | 0.02% | −96,028−96.2% | Reduced |
| Massmutual Trust Co FSB | 3,834 | $268.1K | 0.01% | +85+2.3% | Added |
| nVerses Capital, LLC | 3,905 | $273.1K | 0.61% | +3,905 | New |
| Caitong International Asset Management Co., Ltd | 3,922 | $274.3K | 0.07% | +3,295+525.5% | Added |
| Banco Santander, S.A. | 3,946 | $275.9K | 0.00% | +3,946 | New |
| Capital Investment Advisors, LLC | 3,965 | $277.3K | 0.00% | −33−0.8% | Reduced |
| Schwallier Wealth Management LLC | 3,897 | $278.6K | 0.18% | +3,897 | New |
| Mattson Financial Services, LLC | 3,999 | $279.6K | 0.07% | −179−4.3% | Reduced |
| Gradient Investments LLC | 4,010 | $280.4K | 0.00% | −179−4.3% | Reduced |
| Journey Advisory Group, LLC | 4,050 | $283.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,059 | $283.8K | 0.01% | −249−5.8% | Reduced |
| Westwood Holdings Group Inc. | 4,125 | $288.5K | 0.00% | −35,939−89.7% | Reduced |
| Stephens Consulting, LLC | 4,130 | $288.8K | 0.09% | +5+0.1% | Added |
| Inscription Capital, LLC | 4,140 | $289.5K | 0.03% | −921−18.2% | Reduced |
| Moment Partners, LLC | 4,241 | $296.6K | 0.06% | −1,019−19.4% | Reduced |
| Quadrant Capital Group LLC | 4,259 | $297.8K | 0.01% | +137+3.3% | Added |
| International Private Wealth Advisors LLC | 4,278 | $299.2K | 0.19% | −71−1.6% | Reduced |
| Farther Finance Advisors, LLC | 4,278 | $299.2K | 0.00% | +1,050+32.5% | Added |
| Carrera Capital Advisors | 4,293 | $300.2K | 0.05% | −370−7.9% | Reduced |