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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.

Other share classesCMSACMSCCMSDCMS.PC

Q1 2026 vs. Q4 2025

How the institutions holding CMS Energy Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of CMS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders80112802+13
Shares293.6M45.5M297.6M+49.5M (+20.0%)
Value$20.5B$3.18B$23.1B+$5.75B (+33.2%)

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held CMS Energy Corp at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 105 by value.

Institutions new to CMS in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC19,877,297$1.54B0.04%
Vanguard Portfolio Management LLC18,793,345$1.46B0.08%
Vanguard Fiduciary Trust Co1,723,706$133.7M0.03%
Vanguard Global Advisers, LLC667,124$51.8M0.03%
Vanguard Asset Management, Ltd586,703$45.5M0.04%
Yaupon Capital Management LP452,563$35.1M1.73%
Vanguard Investments Australia, Ltd.295,856$23.0M0.07%
Caisse de Depot Et Placement du Quebec107,180$8.32M0.01%
CIBC Bancorp USA Inc.85,149$6.61M0.01%
BTG Pactual Asset Management US LLC70,873$5.50M0.54%
Capitolis Liquid Global Markets LLC60,215$4.67M0.03%
Campbell & CO Investment Adviser LLC51,573$4.00M0.23%
La Banque Postale Asset Management SA48,268$3.74M0.05%
Banque Pictet & Cie SA29,328$2.28M0.03%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund25,400$1.97M0.01%
Blue Sparrow, LLC21,520$1.67M0.03%
LeClair Wealth Partners LLC20,073$1.56M0.54%
Quadrature Capital Ltd19,850$1.54M0.02%
Robeco Institutional Asset Management B.V.18,972$1.47M0.00%
Westpac Banking Corp18,343$1.42M0.10%
DRW Securities, LLC17,290$1.34M0.07%
Equitable Holdings, Inc.17,143$1.33M0.01%
WBI Investments14,651$1.14M0.31%
Millington Securities, LLC14,651$1.14M0.31%
Empowered Funds, LLC13,258$1.03M0.01%
EntryPoint Capital, LLC12,697$985.0K0.29%
Saudi Central Bank11,233$871.5K0.02%
Axq Capital, LP11,059$858.0K0.11%
Lombard Odier Asset Management (Switzerland) SA9,591$744.1K0.03%
Adage Capital Partners GP, L.L.C.8,461$656.4K0.00%
Integrated Wealth Concepts LLC5,924$459.6K0.00%
Excelsior Advisor Network LLC5,287$410.1K0.16%
D.A. Davidson & Co.5,000$388.0K0.00%
Mirabella Financial Services LLP4,904$380.5K0.04%
Chicago Partners Investment Group LLC4,665$349.8K0.01%
Jump Financial, LLC4,332$336.1K0.00%
Cresset Asset Management, LLC3,771$292.6K0.00%
Aprio Wealth Management, LLC3,487$270.5K0.01%
Warren Averett Asset Management, LLC3,487$270.5K0.00%
Corecam AG3,361$259.5K0.23%
Phillips Wealth Planners LLC3,453$252.7K0.19%
Diversify Wealth Management, LLC3,283$245.3K0.00%
Perigon Wealth Management, LLC3,096$240.2K0.00%
VestGen Advisors, LLC3,254$238.6K0.01%
Spartan Wealth Advisory Services LLC3,037$235.6K0.02%
IHT Wealth Management, LLC2,982$231.4K0.01%
Horizon Investment Services, LLC2,908$225.6K0.08%
West Michigan Advisors, LLC2,893$224.4K0.05%
Oslo Pensjonsforsikring AS2,881$223.5K0.03%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,869$222.6K0.00%
Midwest Trust Co2,826$219.2K0.00%
Sovereign Financial Group, Inc.2,823$219.0K0.04%
PCM Encore, LLC2,819$218.7K0.04%
Walker Asset Management, LLC2,814$218.3K0.12%
Stock Yards Bank & Trust Co2,807$217.8K0.01%
Checchi Capital Advisers, LLC2,797$217.0K0.01%
Prosperity Financial Group, Inc.2,794$216.8K0.08%
Atlas Legacy Advisors, LLC2,794$216.6K0.04%
Cigna Investments Inc2,759$214.0K0.03%
Dorsey & Whitney Trust CO LLC2,750$213.3K0.01%
Collaborative Fund Advisors, LLC2,742$212.7K0.13%
Independent Advisor Alliance2,734$212.1K0.00%
Barnes Pettey Financial Advisors, LLC2,700$209.5K0.09%
Beacon Pointe Advisors, LLC2,654$205.9K0.00%
Brighton Jones LLC2,650$205.6K0.00%
Ingalls & Snyder LLC2,636$205.0K0.01%
Tiaa-Cref Individual & Institutional Services, LLC2,636$204.5K0.00%
First Citizens Bank & Trust Co2,630$204.0K0.00%
Caxton Associates LLP2,595$201.3K0.00%
Salem Investment Counselors Inc810$62.8K0.00%
Global Assets Advisory, LLC727$56.4K0.02%
Cassaday & Co Wealth Management LLC526$40.8K0.00%
Protective Life Corp420$32.6K0.11%
Scarborough Advisors, LLC403$31.3K0.00%
Owl Creek Wealth Partners LLC356$27.6K0.01%
TIAA Wealth Investment Management LLC235$18.2K0.00%
Wall Street Financial Group, Inc.200$15.5K0.01%
Twin Peaks Wealth Advisors, LLC184$14.3K0.00%
LRI Investments, LLC176$13.7K0.00%
Golden State Equity Partners156$12.1K0.00%
EFG International AG133$10.3K0.00%
MCF Advisors LLC132$10.2K0.00%
Operose Advisors LLC127$9.85K0.00%
Kemnay Advisory Services Inc.123$9.54K0.00%
Group One Trading, L.P.65$5.04K0.00%
RMG Wealth Management LLC54$3.95K0.00%
Burk Holdings LLC39$3.03K0.00%
Wilkerson Advisory Group LLC37$2.87K0.00%
Bard Associates Inc35$2.72K0.00%
ZRC Wealth Management, LLC35$2.72K0.00%
Main Street Group, LTD34$2.64K0.00%
RWM Asset Management, LLC25$1.94K0.00%
Vermillion Wealth Management, Inc.21$1.63K0.00%
Community Financial Services Group, LLC20$1.56K0.00%
Investors Research Corp19$1.47K0.00%
Arlington Trust Co LLC16$1.24K0.00%
Portus Wealth Advisors, LLC15$1.16K0.00%
Tidemark, LLC14$1.09K0.00%
Synergy Investment Management, LLC12$9310.00%
Rakuten Securities, Inc.10$7760.00%

Sold out (92)

Institutions that held CMS Energy Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of CMS in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Freestone Grove Partners LP926,977$64.8M
Zimmer Partners, LP742,500$51.9M
Sourcerock Group LLC156,508$10.9M
Edgestream Partners, L.P.151,799$10.6M
Financiere des Professionnels - Fonds d,investissement inc.129,245$9.04M
Renaissance Technologies LLC113,500$7.94M
Y-Intercept (Hong Kong) Ltd111,834$7.82M
Susquehanna Fundamental Investments, LLC110,406$7.72M
Marshall Wace, LLP99,340$6.95M
Hilltop Holdings Inc.64,945$4.54M
Logan Capital Management Inc63,161$4.42M
Osmosis Investment Management UK Ltd55,822$3.90M
Quest Partners LLC28,568$2.00M
Natixis26,172$1.83M
Alberta Investment Management Corp23,900$1.67M
Capital Innovations LLC23,622$1.65M
Covalis Capital LLP22,669$1.59M
Employees Retirement System of Texas19,497$1.36M
Havemeyer Place LP18,612$1.30M
Magnetar Financial LLC15,612$1.09M
Croban14,832$1.04M
Delta Global Management LP13,377$935.5K
Capital International Investors12,951$905.7K
Inceptionr LLC11,760$822.4K
Kesler, Norman & Wride, LLC11,241$786.1K
MASTERINVEST Kapitalanlage GmbH11,111$782.4K
Twinbeech Capital LP10,803$755.5K
Abc Arbitrage SA10,213$714.2K
Capital International Inc9,570$669.2K
Qtron Investments LLC8,754$612.2K
Sage Mountain Advisors LLC8,198$573.3K
Farringdon Capital, Ltd.8,131$568.6K
Legacy Capital Group California, Inc.7,906$552.8K
111 Capital6,881$481.2K
Polymer Capital Management (US) LLC6,122$428.1K
Cynosure Management, LLC6,029$421.6K
Capital Group Private Client Services, Inc.6,023$421.2K
HighPoint Advisor Group LLC5,499$384.5K
Wexford Capital LP4,666$326.3K
Diversify Advisory Services, LLC4,515$323.6K
Schwallier Wealth Management LLC3,897$278.6K
Banco Santander, S.A.3,946$275.9K
Caitong International Asset Management Co., Ltd3,922$274.3K
nVerses Capital, LLC3,905$273.1K
Qsemble Capital Management, LP3,828$267.7K
Trust Point Inc.3,540$247.6K
AlphaCore Capital LLC3,425$239.5K
First Heartland Consultants, Inc.3,307$231.2K
Continuum Advisory, LLC3,284$229.7K
Neo Ivy Capital Management3,274$228.9K
Mach-1 Financial Group, Inc.3,209$224.4K
Lighthouse Investment Partners, LLC3,206$224.2K
Cerro Pacific Wealth Advisors LLC3,203$224.0K
Aigen Investment Management, LP3,068$214.5K
Dana Investment Advisors, Inc.3,067$214.5K
Wealthspire Advisors, LLC2,899$202.7K
Foundations Investment Advisors, LLC2,865$200.3K
SageView Advisory Group, LLC1,925$134.6K
Jefferies Financial Group Inc.1,668$116.6K
Sentry Investment Management LLC761$53.0K
Elyxium Wealth, LLC416$29.1K
Strategic Advocates LLC329$23.2K
United Community Bank235$16.4K
Garton & Associates Financial Advisors LLC145$10.1K
Meeder Asset Management Inc143$10.0K
Flagship Harbor Advisors, LLC130$9.15K
Leonteq Securities AG108$7.55K
Navigoe, LLC109$7.00K
Cygnus Capital Advisors, LLC92$6.00K
CBIZ Investment Advisory Services, LLC83$5.80K
TCTC Holdings, LLC73$5.11K
Hanson & Doremus Investment Management75$5.00K
Cullen/Frost Bankers, Inc.66$4.62K
Country Trust Bank66$4.62K
Howard Hughes Medical Institute65$4.54K
Old Second National Bank of Aurora60$4.20K
Turning Point Benefit Group, Inc.58$4.05K
Pittenger & Anderson Inc51$3.57K
Asset Dedication, LLC34$2.38K
Cape Investment Advisory, Inc.32$2.24K
MTM Investment Management, LLC18$1.26K
Greenline Wealth Management LLC16$1.12K
Gunpowder Capital Management, LLC dba Oliver Wealth Management11$769
Three Bearings Fiduciary Advisors, Inc.10$715
Creative Financial Designs Inc10$699
Winnow Wealth LLC9$630
Activest Wealth Management9$629
Optima Capital LLC9$629
Retirement Wealth Solutions LLC6$420
NorthAvenue LLC5$350
McGuire Capital Advisors Inc3$210
Murphy & Mullick Capital Management Corp1$70

Not filed for Q1 2026 yet (12)

Institutions that held CMS Energy Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc40,672,292$2.84B
Norges Bank4,519,622$316.1M
CIBC Private Wealth Group, LLC121,202$8.48M
Comerica Bank116,265$8.13M
Forsta Ap-Fonden50,800$3.55M
CIBC World Markets Corp49,764$3.48M
Stephens Consulting, LLC4,130$288.8K
Global Retirement Partners, LLC3,032$212.0K
Trust Co of Vermont535$37.4K
DV Equities, LLC417$29.2K
Ransom Advisory, Ltd357$25.0K
ORG Partners LLC187$13.1K