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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Group, Inc. | 4,345 | $303.9K | 0.15% | 00.0% | Unchanged |
| Trust Co of the South | 4,404 | $308.0K | 0.05% | 00.0% | Unchanged |
| Blair William & Co | 4,415 | $308.8K | 0.00% | −1,183−21.1% | Reduced |
| CX Institutional | 4,425 | $309.0K | 0.01% | +1,430+47.7% | Added |
| Kestra Private Wealth Services, LLC | 4,422 | $309.2K | 0.00% | −237−5.1% | Reduced |
| Oxler Private Wealth LLC | 4,453 | $311.4K | 0.09% | +24+0.5% | Added |
| LVW Advisors, LLC | 4,460 | $311.9K | 0.03% | −361−7.5% | Reduced |
| Evansbrook LLC | 4,499 | $314.6K | 0.21% | +4,499 | New |
| Diversify Advisory Services, LLC | 4,515 | $323.6K | 0.01% | −2,638−36.9% | Reduced |
| Ostrum Asset Management | 4,660 | $325.9K | 0.02% | −1,544−24.9% | Reduced |
| Wexford Capital LP | 4,666 | $326.3K | 0.08% | +4,666 | New |
| TCW Group Inc | 4,690 | $328.0K | 0.00% | +4,690 | New |
| Rehmann Capital Advisory Group | 4,723 | $330.3K | 0.02% | +4,723 | New |
| Alpine Woods Capital Investors, LLC | 4,750 | $332.2K | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,799 | $335.6K | 0.00% | +466+10.8% | Added |
| Simplex Trading, LLC | 4,876 | $341.0K | 0.01% | +4,291+733.5% | Added |
| SRS Capital Advisors, Inc. | 4,932 | $344.9K | 0.01% | −7,388−60.0% | Reduced |
| Sowell Financial Services LLC | 4,977 | $348.1K | 0.01% | +110+2.3% | Added |
| Silverleafe Capital Partners, LLC | 5,000 | $349.6K | 0.10% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 5,032 | $351.9K | 0.05% | +302+6.4% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 5,047 | $355.2K | 0.05% | +1,539+43.9% | Added |
| Quarry LP | 5,085 | $355.6K | 0.06% | +4,456+708.4% | Added |
| Samalin Investment Counsel, LLC | 5,103 | $356.8K | 0.13% | −216−4.1% | Reduced |
| Financial Advisors Network, Inc. | 5,110 | $357.3K | 0.05% | +180+3.7% | Added |
| Strategy Asset Managers LLC | 5,117 | $357.8K | 0.06% | −16−0.3% | Reduced |
| Belpointe Asset Management LLC | 5,149 | $360.1K | 0.01% | +74+1.5% | Added |
| Fifth Third Wealth Advisors LLC | 5,170 | $361.5K | 0.01% | −100−1.9% | Reduced |
| Norden Group LLC | 5,180 | $362.3K | 0.04% | +1,811+53.8% | Added |
| Crestwood Advisors Group LLC | 5,189 | $362.9K | 0.01% | +278+5.7% | Added |
| Journey Strategic Wealth LLC | 5,226 | $365.5K | 0.01% | −86−1.6% | Reduced |
| Apollon Wealth Management, LLC | 5,307 | $371.1K | 0.01% | −50−0.9% | Reduced |
| Evolve Private Wealth, LLC | 5,446 | $380.8K | 0.02% | +5,446 | New |
| Merit Financial Group, LLC | 5,479 | $383.1K | 0.00% | +661+13.7% | Added |
| Fulton Bank, N.A. | 5,481 | $383.3K | 0.01% | +263+5.0% | Added |
| HighPoint Advisor Group LLC | 5,499 | $384.5K | 0.01% | +71+1.3% | Added |
| Two Sigma Securities, LLC | 5,504 | $384.9K | 0.05% | −1,247−18.5% | Reduced |
| Voleon Capital Management LP | 5,733 | $400.9K | 0.01% | +1,393+32.1% | Added |
| Conning Inc. | 5,752 | $402.2K | 0.01% | −172−2.9% | Reduced |
| Accurate Wealth Management, LLC | 5,767 | $403.6K | 0.05% | −76−1.3% | Reduced |
| Armis Advisers, LLC | 5,621 | $418.3K | 0.05% | +659+13.3% | Added |
| Jones Financial Companies LLLP | 5,986 | $418.6K | 0.00% | +1,148+23.7% | Added |
| Capital Group Private Client Services, Inc. | 6,023 | $421.2K | 0.01% | −2,361−28.2% | Reduced |
| LMR Partners LLP | 6,025 | $421.3K | 0.00% | −5,476−47.6% | Reduced |
| Cynosure Management, LLC | 6,029 | $421.6K | 0.04% | +6,029 | New |
| Balyasny Asset Management LLC | 6,041 | $422.4K | 0.00% | +6,041 | New |
| Polymer Capital Management (US) LLC | 6,122 | $428.1K | 0.06% | −1,229−16.7% | Reduced |
| Advisory Alpha, LLC | 6,173 | $431.7K | 0.01% | −231−3.6% | Reduced |
| XTX Topco Ltd | 6,182 | $432.3K | 0.01% | −37,025−85.7% | Reduced |
| Frank, Rimerman Advisors LLC | 6,250 | $437.1K | 0.03% | −27−0.4% | Reduced |
| Coldstream Capital Management Inc | 6,360 | $444.7K | 0.01% | −222−3.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,392 | $447.0K | 0.01% | +1,884+41.8% | Added |
| Tower Research Capital LLC (TRC) | 6,418 | $448.8K | 0.01% | −6,131−48.9% | Reduced |
| Prospera Financial Services Inc | 6,418 | $449.1K | 0.01% | +334+5.5% | Added |
| Segment Wealth Management, LLC | 6,553 | $458.3K | 0.03% | +163+2.6% | Added |
| Ballentine Partners, LLC | 6,644 | $464.6K | 0.01% | −708−9.6% | Reduced |
| QRG Capital Management, Inc. | 6,654 | $465.3K | 0.01% | +329+5.2% | Added |
| Signaturefd, LLC | 6,663 | $466.0K | 0.01% | +743+12.6% | Added |
| Jmac Enterprises LLC | 6,800 | $475.5K | 0.09% | +2,000+41.7% | Added |
| Aaron Wealth Advisors | 6,805 | $475.9K | 0.03% | −1,420−17.3% | Reduced |
| Aquatic Capital Management LLC | 6,874 | $480.7K | 0.01% | +6,874 | New |
| 111 Capital | 6,881 | $481.2K | 0.10% | +6,881 | New |
| Azimuth Capital Investment Management LLC | 7,000 | $489.5K | 0.02% | −2,622−27.3% | Reduced |
| Acorn Wealth Advisors, LLC | 7,372 | $515.5K | 0.15% | −15−0.2% | Reduced |
| Moody National Bank Trust Division | 7,629 | $533.5K | 0.05% | −3,940−34.1% | Reduced |
| Savant Capital, LLC | 7,689 | $537.7K | 0.00% | +1,441+23.1% | Added |
| Callan Family Office, LLC | 7,756 | $542.4K | 0.01% | +1,314+20.4% | Added |
| Syon Capital LLC | 7,796 | $545.2K | 0.03% | +389+5.3% | Added |
| Boit C F David | 7,800 | $545.9K | 0.24% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7,809 | $546.1K | 0.03% | +1,839+30.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,828 | $547.4K | 0.04% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 7,906 | $552.8K | 0.13% | −1,131−12.5% | Reduced |
| Wedmont Private Capital | 8,006 | $556.9K | 0.02% | +122+1.5% | Added |
| Plante Moran Financial Advisors, LLC | 8,079 | $565.0K | 0.04% | +1,320+19.5% | Added |
| Ronald Blue Trust, Inc. | 8,089 | $565.6K | 0.01% | −1,195−12.9% | Reduced |
| Squarepoint Ops LLC | 8,110 | $567.1K | 0.00% | −236,958−96.7% | Reduced |
| Farringdon Capital, Ltd. | 8,131 | $568.6K | 0.14% | +8,131 | New |
| MUFG Securities Americas Inc. | 8,198 | $573.3K | 0.04% | +126+1.6% | Added |
| Sage Mountain Advisors LLC | 8,198 | $573.3K | 0.03% | +4,108+100.4% | Added |
| Securian Asset Management, Inc | 8,257 | $577.4K | 0.02% | −6,136−42.6% | Reduced |
| Lazard Asset Management LLC | 8,426 | $589.2K | 0.00% | −6,185−42.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,434 | $589.8K | 0.21% | +4,621+121.2% | Added |
| Bessemer Group Inc | 8,496 | $594.0K | 0.00% | −840−9.0% | Reduced |
| RSM US Wealth Management LLC | 8,540 | $601.4K | 0.01% | −539−5.9% | Reduced |
| Entropy Technologies, LP | 8,629 | $603.4K | 0.03% | +8,629 | New |
| Wedge Capital Management L L P | 8,632 | $603.6K | 0.01% | −1,524−15.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,650 | $604.9K | 0.00% | +575+7.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,660 | $605.6K | 0.01% | +8,660 | New |
| NewEdge Wealth, LLC | 8,680 | $607.0K | 0.01% | +4,337+99.9% | Added |
| Foster & Motley Inc | 8,734 | $611.0K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,754 | $612.2K | 0.08% | −7,063−44.7% | Reduced |
| Ethic Inc. | 8,799 | $615.3K | 0.01% | +1,392+18.8% | Added |
| Commerce Bank | 8,899 | $622.3K | 0.00% | −84−0.9% | Reduced |
| Finer Wealth Management, Inc. | 9,000 | $629.4K | 0.30% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,003 | $629.6K | 0.03% | +9,003 | New |
| Amica Mutual Insurance Co | 9,002 | $630.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 9,038 | $636.1K | 0.01% | −393−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 9,103 | $636.6K | 0.00% | −574−5.9% | Reduced |
| Ofi Invest Asset Management | 9,221 | $644.8K | 0.01% | +9,221 | New |
| Laird Norton Trust Company, LLC | 9,251 | $646.9K | 0.01% | +9,251 | New |
| Hantz Financial Services, Inc. | 9,467 | $662.0K | 0.01% | +143+1.5% | Added |