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