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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,672,292 | $2.84B | 0.04% | +1,501,991+3.8% | Added |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −272,461−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −263,986−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −259,998−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −121,251−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −104,094−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −90,417−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −59,035−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −42,100−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −37,161−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −34,322−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −31,917−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −21,593−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −15,974−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −13,652−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,637−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −9,504−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −9,231−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −8,092−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,172−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −7,118−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −6,911−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,134−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,617−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −5,456−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −5,245−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −5,088−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −4,266−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Atlas Legacy Advisors, LLC | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −3,535−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Prosperity Financial Group, Inc. | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| Strait & Sound Wealth Management LLC | 0 | $0 | 0.00% | −2,834−100.0% | Sold out |
| Midwest Trust Co | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Walker Asset Management, LLC | 0 | $0 | 0.00% | −2,774−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Hurley Capital, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Full Sail Capital, LLC | – | – | – | – | Not filed |
| Eisler Capital Management Ltd. | – | – | – | – | Not filed |
| Amica Retiree Medical Trust | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |