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 |
|---|---|---|---|---|---|
| Prudential PLC | 9,471 | $662.3K | 0.01% | +5,558+142.0% | Added |
| Hantz Financial Services, Inc. | 9,467 | $662.0K | 0.01% | +143+1.5% | Added |
| Laird Norton Trust Company, LLC | 9,251 | $646.9K | 0.01% | +9,251 | New |
| Ofi Invest Asset Management | 9,221 | $644.8K | 0.01% | +9,221 | New |
| United Capital Financial Advisers, LLC | 9,103 | $636.6K | 0.00% | −574−5.9% | Reduced |
| Whittier Trust Co | 9,038 | $636.1K | 0.01% | −393−4.2% | Reduced |
| Amica Mutual Insurance Co | 9,002 | $630.0K | 0.05% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,003 | $629.6K | 0.03% | +9,003 | New |
| Finer Wealth Management, Inc. | 9,000 | $629.4K | 0.30% | 00.0% | Unchanged |
| Commerce Bank | 8,899 | $622.3K | 0.00% | −84−0.9% | Reduced |
| Ethic Inc. | 8,799 | $615.3K | 0.01% | +1,392+18.8% | Added |
| Qtron Investments LLC | 8,754 | $612.2K | 0.08% | −7,063−44.7% | Reduced |
| Foster & Motley Inc | 8,734 | $611.0K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,680 | $607.0K | 0.01% | +4,337+99.9% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,660 | $605.6K | 0.01% | +8,660 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,650 | $604.9K | 0.00% | +575+7.1% | Added |
| Wedge Capital Management L L P | 8,632 | $603.6K | 0.01% | −1,524−15.0% | Reduced |
| Entropy Technologies, LP | 8,629 | $603.4K | 0.03% | +8,629 | New |
| RSM US Wealth Management LLC | 8,540 | $601.4K | 0.01% | −539−5.9% | Reduced |
| Bessemer Group Inc | 8,496 | $594.0K | 0.00% | −840−9.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,434 | $589.8K | 0.21% | +4,621+121.2% | Added |
| Lazard Asset Management LLC | 8,426 | $589.2K | 0.00% | −6,185−42.3% | Reduced |
| Securian Asset Management, Inc | 8,257 | $577.4K | 0.02% | −6,136−42.6% | Reduced |
| 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 |
| Farringdon Capital, Ltd. | 8,131 | $568.6K | 0.14% | +8,131 | New |
| Squarepoint Ops LLC | 8,110 | $567.1K | 0.00% | −236,958−96.7% | Reduced |
| Ronald Blue Trust, Inc. | 8,089 | $565.6K | 0.01% | −1,195−12.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,079 | $565.0K | 0.04% | +1,320+19.5% | Added |
| Wedmont Private Capital | 8,006 | $556.9K | 0.02% | +122+1.5% | Added |
| Legacy Capital Group California, Inc. | 7,906 | $552.8K | 0.13% | −1,131−12.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,828 | $547.4K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7,809 | $546.1K | 0.03% | +1,839+30.8% | Added |
| Boit C F David | 7,800 | $545.9K | 0.24% | 00.0% | Unchanged |
| Syon Capital LLC | 7,796 | $545.2K | 0.03% | +389+5.3% | Added |
| Callan Family Office, LLC | 7,756 | $542.4K | 0.01% | +1,314+20.4% | Added |
| Savant Capital, LLC | 7,689 | $537.7K | 0.00% | +1,441+23.1% | Added |
| Moody National Bank Trust Division | 7,629 | $533.5K | 0.05% | −3,940−34.1% | Reduced |
| Acorn Wealth Advisors, LLC | 7,372 | $515.5K | 0.15% | −15−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 7,000 | $489.5K | 0.02% | −2,622−27.3% | Reduced |
| 111 Capital | 6,881 | $481.2K | 0.10% | +6,881 | New |
| Aquatic Capital Management LLC | 6,874 | $480.7K | 0.01% | +6,874 | New |
| Aaron Wealth Advisors | 6,805 | $475.9K | 0.03% | −1,420−17.3% | Reduced |
| Jmac Enterprises LLC | 6,800 | $475.5K | 0.09% | +2,000+41.7% | Added |
| Signaturefd, LLC | 6,663 | $466.0K | 0.01% | +743+12.6% | Added |
| QRG Capital Management, Inc. | 6,654 | $465.3K | 0.01% | +329+5.2% | Added |
| Ballentine Partners, LLC | 6,644 | $464.6K | 0.01% | −708−9.6% | Reduced |
| Segment Wealth Management, LLC | 6,553 | $458.3K | 0.03% | +163+2.6% | Added |
| Prospera Financial Services Inc | 6,418 | $449.1K | 0.01% | +334+5.5% | Added |
| Tower Research Capital LLC (TRC) | 6,418 | $448.8K | 0.01% | −6,131−48.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,392 | $447.0K | 0.01% | +1,884+41.8% | Added |
| Coldstream Capital Management Inc | 6,360 | $444.7K | 0.01% | −222−3.4% | Reduced |
| Frank, Rimerman Advisors LLC | 6,250 | $437.1K | 0.03% | −27−0.4% | Reduced |
| XTX Topco Ltd | 6,182 | $432.3K | 0.01% | −37,025−85.7% | Reduced |
| Advisory Alpha, LLC | 6,173 | $431.7K | 0.01% | −231−3.6% | Reduced |
| Polymer Capital Management (US) LLC | 6,122 | $428.1K | 0.06% | −1,229−16.7% | Reduced |
| Balyasny Asset Management LLC | 6,041 | $422.4K | 0.00% | +6,041 | New |
| Cynosure Management, LLC | 6,029 | $421.6K | 0.04% | +6,029 | New |
| LMR Partners LLP | 6,025 | $421.3K | 0.00% | −5,476−47.6% | Reduced |
| Capital Group Private Client Services, Inc. | 6,023 | $421.2K | 0.01% | −2,361−28.2% | Reduced |
| Jones Financial Companies LLLP | 5,986 | $418.6K | 0.00% | +1,148+23.7% | Added |
| Armis Advisers, LLC | 5,621 | $418.3K | 0.05% | +659+13.3% | Added |
| Accurate Wealth Management, LLC | 5,767 | $403.6K | 0.05% | −76−1.3% | Reduced |
| Conning Inc. | 5,752 | $402.2K | 0.01% | −172−2.9% | Reduced |
| Voleon Capital Management LP | 5,733 | $400.9K | 0.01% | +1,393+32.1% | Added |
| Two Sigma Securities, LLC | 5,504 | $384.9K | 0.05% | −1,247−18.5% | Reduced |
| HighPoint Advisor Group LLC | 5,499 | $384.5K | 0.01% | +71+1.3% | Added |
| Fulton Bank, N.A. | 5,481 | $383.3K | 0.01% | +263+5.0% | Added |
| Merit Financial Group, LLC | 5,479 | $383.1K | 0.00% | +661+13.7% | Added |
| Evolve Private Wealth, LLC | 5,446 | $380.8K | 0.02% | +5,446 | New |
| Apollon Wealth Management, LLC | 5,307 | $371.1K | 0.01% | −50−0.9% | Reduced |
| Journey Strategic Wealth LLC | 5,226 | $365.5K | 0.01% | −86−1.6% | Reduced |
| Crestwood Advisors Group LLC | 5,189 | $362.9K | 0.01% | +278+5.7% | Added |
| Norden Group LLC | 5,180 | $362.3K | 0.04% | +1,811+53.8% | Added |
| Fifth Third Wealth Advisors LLC | 5,170 | $361.5K | 0.01% | −100−1.9% | Reduced |
| Belpointe Asset Management LLC | 5,149 | $360.1K | 0.01% | +74+1.5% | Added |
| Strategy Asset Managers LLC | 5,117 | $357.8K | 0.06% | −16−0.3% | Reduced |
| Financial Advisors Network, Inc. | 5,110 | $357.3K | 0.05% | +180+3.7% | Added |
| Samalin Investment Counsel, LLC | 5,103 | $356.8K | 0.13% | −216−4.1% | Reduced |
| Quarry LP | 5,085 | $355.6K | 0.06% | +4,456+708.4% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 5,047 | $355.2K | 0.05% | +1,539+43.9% | Added |
| Chatham Capital Group, Inc. | 5,032 | $351.9K | 0.05% | +302+6.4% | Added |
| Silverleafe Capital Partners, LLC | 5,000 | $349.6K | 0.10% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,977 | $348.1K | 0.01% | +110+2.3% | Added |
| SRS Capital Advisors, Inc. | 4,932 | $344.9K | 0.01% | −7,388−60.0% | Reduced |
| Simplex Trading, LLC | 4,876 | $341.0K | 0.01% | +4,291+733.5% | Added |
| Davenport & Co LLC | 4,799 | $335.6K | 0.00% | +466+10.8% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $332.2K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,723 | $330.3K | 0.02% | +4,723 | New |
| TCW Group Inc | 4,690 | $328.0K | 0.00% | +4,690 | New |
| Wexford Capital LP | 4,666 | $326.3K | 0.08% | +4,666 | New |
| Ostrum Asset Management | 4,660 | $325.9K | 0.02% | −1,544−24.9% | Reduced |
| Diversify Advisory Services, LLC | 4,515 | $323.6K | 0.01% | −2,638−36.9% | Reduced |
| Evansbrook LLC | 4,499 | $314.6K | 0.21% | +4,499 | New |
| LVW Advisors, LLC | 4,460 | $311.9K | 0.03% | −361−7.5% | Reduced |
| Oxler Private Wealth LLC | 4,453 | $311.4K | 0.09% | +24+0.5% | Added |
| Kestra Private Wealth Services, LLC | 4,422 | $309.2K | 0.00% | −237−5.1% | Reduced |
| CX Institutional | 4,425 | $309.0K | 0.01% | +1,430+47.7% | Added |
| Blair William & Co | 4,415 | $308.8K | 0.00% | −1,183−21.1% | Reduced |
| Trust Co of the South | 4,404 | $308.0K | 0.05% | 00.0% | Unchanged |