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 |
| Fideuram Asset Management (Ireland) dac | 1,168 | $79.5K | 0.01% | +1,168 | New |
| Covestor Ltd | 1,130 | $79.0K | 0.04% | +706+166.5% | Added |
| TD Waterhouse Canada Inc. | 1,109 | $77.6K | 0.00% | +34+3.2% | Added |
| Montag A & Associates Inc | 1,100 | $76.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $76.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,086 | $75.9K | 0.01% | +582+115.5% | Added |
| RHL Group, LLC | 1,082 | $75.7K | 0.06% | +1,082 | New |
| Grove Bank & Trust | 1,072 | $75.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,065 | $74.5K | 0.00% | +8+0.8% | Added |
| NBC Securities, Inc. | 964 | $67.4K | 0.01% | −12−1.2% | Reduced |
| Bernard Wealth Management Corp. | 962 | $67.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 950 | $66.4K | 0.03% | +40+4.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 939 | $65.7K | 0.03% | +400+74.2% | Added |
| Cromwell Holdings LLC | 926 | $64.8K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 917 | $64.1K | 0.00% | +73+8.6% | Added |
| Parkside Financial Bank & Trust | 884 | $61.8K | 0.00% | −27−3.0% | Reduced |
| IFP Advisors, Inc | 884 | $61.8K | 0.00% | +37+4.4% | Added |
| Onefund, LLC | 849 | $59.4K | 0.04% | +50+6.3% | Added |
| Robbins Farley LLC | 800 | $55.9K | 0.03% | −132−14.2% | Reduced |
| Sentry Investment Management LLC | 761 | $53.0K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 703 | $49.2K | 0.01% | +161+29.7% | Added |
| Richardson Financial Services Inc. | 660 | $46.2K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 535 | $37.4K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 525 | $37.2K | 0.03% | +525 | New |
| Quest 10 Wealth Builders, Inc. | 467 | $32.7K | 0.03% | +405+653.2% | Added |
| Clear Street Markets LLC | 453 | $31.7K | 0.01% | −114−20.1% | Reduced |
| Johnson Financial Group, Inc. | 443 | $31.0K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 438 | $30.6K | 0.00% | +438 | New |
| BankPlus Trust Department | 430 | $30.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $29.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 418 | $29.2K | 0.02% | −89−17.6% | Reduced |
| DV Equities, LLC | 417 | $29.2K | 0.01% | +417 | New |
| Elyxium Wealth, LLC | 416 | $29.1K | 0.01% | +416 | New |
| St Germain D J Co Inc | 413 | $28.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 413 | $28.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $28.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $28.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 387 | $27.1K | 0.00% | −97−20.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $25.9K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 358 | $25.1K | 0.00% | +31+9.5% | Added |
| Ransom Advisory, Ltd | 357 | $25.0K | 0.01% | +83+30.3% | Added |
| HM Payson & Co | 356 | $24.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 356 | $24.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 343 | $24.6K | 0.00% | +157+84.4% | Added |
| Ancora Advisors, LLC | 351 | $24.5K | 0.00% | +341+3,410.0% | Added |
| SJS Investment Consulting Inc. | 350 | $24.5K | 0.00% | +20+6.1% | Added |
| New Age Alpha Advisors, LLC | 344 | $24.1K | 0.00% | +241+234.0% | Added |
| Strategic Advocates LLC | 329 | $23.2K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 332 | $23.0K | 0.00% | +21+6.8% | Added |
| MV Capital Management, Inc. | 318 | $22.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 290 | $20.3K | 0.00% | +290 | New |
| Harbor Investment Advisory, LLC | 283 | $19.8K | 0.00% | +283 | New |
| Salomon & Ludwin, LLC | 281 | $19.5K | 0.00% | +252+869.0% | Added |
| Elequin Capital LP | 259 | $18.1K | 0.00% | +259 | New |
| Westside Investment Management, Inc. | 256 | $18.0K | 0.00% | +14+5.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 246 | $17.4K | 0.01% | +246 | New |
| Nemes Rush Group LLC | 244 | $17.1K | 0.00% | +28+13.0% | Added |
| United Community Bank | 235 | $16.4K | 0.01% | +235 | New |
| Basecamp Wealth Advisors LLC | 221 | $15.5K | 0.00% | +221 | New |
| Farmers & Merchants Investments Inc | 206 | $14.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 203 | $14.0K | 0.00% | +173+576.7% | Added |
| Eastern Bank | 200 | $14.0K | 0.00% | −8−3.8% | Reduced |
| JFS Wealth Advisors, LLC | 192 | $13.4K | 0.00% | +55+40.1% | Added |
| ORG Partners LLC | 187 | $13.1K | 0.00% | −48−20.4% | Reduced |
| GW&K Investment Management, LLC | 190 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 174 | $12.2K | 0.00% | −19−9.8% | Reduced |
| Holos Integrated Wealth LLC | 168 | $11.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 168 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 167 | $11.7K | 0.00% | +1+0.6% | Added |
| Atwood & Palmer Inc | 160 | $11.2K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 152 | $10.6K | 0.01% | +152 | New |
| DV Trading LLC | 151 | $10.6K | 0.00% | +151 | New |
| First Command Advisory Services, Inc. | 150 | $10.5K | 0.00% | −45−23.1% | Reduced |
| Geneos Wealth Management Inc. | 149 | $10.4K | 0.00% | −12−7.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 147 | $10.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 145 | $10.1K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 145 | $10.1K | 0.01% | +145 | New |
| Meeder Asset Management Inc | 143 | $10.0K | 0.00% | −4−2.7% | Reduced |
| Flagship Harbor Advisors, LLC | 130 | $9.15K | 0.00% | +130 | New |
| Private Wealth Asset Management, LLC | 129 | $9.02K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 126 | $8.81K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 122 | $8.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 121 | $8.46K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 120 | $8.39K | 0.00% | −6−4.8% | Reduced |
| Cornerstone Financial Management LLC | 111 | $7.76K | 0.01% | +111 | New |
| Leonteq Securities AG | 108 | $7.55K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 102 | $7.13K | 0.00% | +55+117.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 102 | $7.00K | 0.00% | −266−72.3% | Reduced |
| Navigoe, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 91 | $6.53K | 0.00% | −4−4.2% | Reduced |
| Ares Financial Consulting, LLC | 93 | $6.50K | 0.01% | +93 | New |
| Rosenberg Matthew Hamilton | 92 | $6.43K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 91 | $6.36K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 87 | $6.08K | 0.00% | +87 | New |
| Keating Financial Advisory Services, Inc. | 86 | $6.01K | 0.00% | +86 | New |