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Livermore
Livermore
ZHEN

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

13F holders, Q1 2026

Institutional positions in CMS Energy Corp as of Mar 31, 2026. 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
802
+13 vs. Q4 2025
Shares held
297.6M
+49.5M (+20.0%) vs. Q4 2025
Total value
$23.1B
+$5.75B (+33.2%) vs. Q4 2025
New holders
105
312 more added
Sold out
92
247 more reduced

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 802 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ1 2026: $23.1B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2025.

Institutions holding CMS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph9$00.00%−30−76.9%Reduced
Abound Wealth Management1$460.00%00.0%Unchanged
TFC Financial Management1$780.00%00.0%Unchanged
Napier Financial, LLC1$780.00%+1New
DecisionPoint Financial, LLC3$2330.00%00.0%Unchanged
Curio Wealth, LLC3$2330.00%+3New
Davis Capital Management4$3100.00%−3−42.9%Reduced
Godfrey Financial Associates, Inc.4$3100.00%00.0%Unchanged
Redwood Park Advisors LLC4$3110.00%−1−20.0%Reduced
ROSS\JOHNSON & Associates LLC5$3880.01%−9−64.3%Reduced
Nvest Wealth Strategies, Inc.5$3880.00%+5New
Ameriflex Group, Inc.6$4650.00%00.0%Unchanged
Seneschal Advisors, LLC6$4660.00%00.0%Unchanged
Stone House Investment Management, LLC7$5430.00%00.0%Unchanged
Quaker Wealth Management, LLC8$6210.00%00.0%Unchanged
American Capital Advisory, LLC8$6210.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$6210.00%00.0%Unchanged
Orion Capital Management LLC9$6980.00%00.0%Unchanged
HFM Investment Advisors, LLC9$6980.00%+1+12.5%Added
TopTier Wealth Management, LLC9$6980.00%+9New
GHP Investment Advisors, Inc.9$6990.00%+9New
S&T Bank10$7760.00%−56−84.8%Reduced
Wolff Wiese Magana LLC10$7760.00%00.0%Unchanged
NVWM, LLC10$7760.00%00.0%Unchanged
Rakuten Securities, Inc.10$7760.00%+10New
Valued Wealth Advisors LLC12$9310.00%00.0%Unchanged
Synergy Investment Management, LLC12$9310.00%+12New
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
WPG Advisers, LLC13$1.01K0.00%−405−96.9%Reduced
WestEnd Advisors, LLC13$1.01K0.00%00.0%Unchanged
AdvisorNet Financial, Inc13$1.01K0.00%+6+85.7%Added
Golden State Wealth Management, LLC14$1.09K0.00%00.0%Unchanged
1015 Capital Partners, LLC14$1.09K0.00%00.0%Unchanged
Tidemark, LLC14$1.09K0.00%+14New
Portus Wealth Advisors, LLC15$1.16K0.00%+15New
Arlington Trust Co LLC16$1.24K0.00%+16New
Clark Wealth Partners16$1.24K0.00%+12+300.0%Added
Cedar Mountain Advisors, LLC17$1.32K0.00%00.0%Unchanged
Signature Equity Partners, LLC18$1.40K0.00%00.0%Unchanged
Sunrise Financial Services, LLC18$1.40K0.00%00.0%Unchanged
Bogart Wealth, LLC19$1.47K0.00%+12+171.4%Added
Investors Research Corp19$1.47K0.00%+19New
MJT & Associates Financial Advisory Group, Inc.20$1.55K0.00%00.0%Unchanged
Community Financial Services Group, LLC20$1.56K0.00%+20New
Vermillion Wealth Management, Inc.21$1.63K0.00%+21New
Raffa Wealth Management, LLC23$1.78K0.00%+4+21.1%Added
Private Wealth Management Group, LLC24$1.86K0.00%−1−4.0%Reduced
RWM Asset Management, LLC25$1.94K0.00%+25New
Penserra Capital Management LLC27$2.00K0.00%00.0%Unchanged
Hughes Financial Services, LLC26$2.02K0.00%−1−3.7%Reduced
Annis Gardner Whiting Capital Advisors, LLC28$2.17K0.00%+20+250.0%Added
Kingdom Financial Group LLC.28$2.18K0.00%−43−60.6%Reduced
Lloyd Advisory Services, LLC.28$2.18K0.00%+20+250.0%Added
Legacy Wealth Managment, LLC29$2.25K0.00%00.0%Unchanged
Monetary Solutions, Ltd30$2.33K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC30$2.33K0.00%+2+7.1%Added
Key Capital Management, INC31$2.40K0.00%+25+416.7%Added
Dunhill Financial, LLC31$2.44K0.00%+4+14.8%Added
Main Street Group, LTD34$2.64K0.00%+34New
SHP Wealth Management35$2.69K0.00%+30+600.0%Added
Bard Associates Inc35$2.72K0.00%+35New
ZRC Wealth Management, LLC35$2.72K0.00%+35New
American National Bank37$2.87K0.00%−37−50.0%Reduced
Transamerica Financial Advisors, Inc.37$2.87K0.00%−30−44.8%Reduced
Wilkerson Advisory Group LLC37$2.87K0.00%+37New
DiNuzzo Private Wealth, Inc.37$2.87K0.00%−1−2.6%Reduced
Financial Consulate, Inc39$3.03K0.00%−6−13.3%Reduced
Boyd Watterson Asset Management LLC39$3.03K0.00%00.0%Unchanged
Burk Holdings LLC39$3.03K0.00%+39New
Bay Harbor Wealth Management, LLC40$3.10K0.00%+14+53.8%Added
North Star Investment Management Corp.42$3.26K0.00%00.0%Unchanged
Kilter Group LLC42$3.26K0.00%00.0%Unchanged
Central Trust Co43$3.34K0.00%−1−2.3%Reduced
Highline Wealth Partners LLC45$3.49K0.00%+1+2.3%Added
Key Financial Inc46$3.57K0.00%00.0%Unchanged
SBI Securities Co., Ltd.49$3.80K0.00%−1−2.0%Reduced
Clear Street Markets LLC50$3.88K0.00%−403−89.0%Reduced
Bare Financial Services, Inc50$3.88K0.00%+2+4.2%Added
RMG Wealth Management LLC54$3.95K0.00%+54New
Glen Eagle Advisors, LLC52$4.01K0.00%+1+2.0%Added
Financial Management Professionals, Inc.52$4.03K0.00%+39+300.0%Added
TD Capital Management LLC52$4.06K0.00%00.0%Unchanged
Clayton Financial Group LLC53$4.11K0.00%00.0%Unchanged
Rialto Wealth Management, LLC53$4.11K0.00%+18+51.4%Added
South State Corp.58$4.50K0.00%−44−43.1%Reduced
Birchbrook, Inc.58$4.50K0.00%00.0%Unchanged
J.Safra Asset Management Corp60$4.66K0.00%00.0%Unchanged
HighMark Wealth Management LLC63$4.89K0.00%+27+75.0%Added
Group One Trading, L.P.65$5.04K0.00%+65New
IMG Wealth Management, Inc.66$5.12K0.00%+24+57.1%Added
Whipplewood Advisors, LLC66$5.12K0.00%+55+500.0%Added
Bartlett & Co. Wealth Management LLC70$5.30K0.00%+37+112.1%Added
Contravisory Investment Management, Inc.76$5.90K0.00%−116,177−99.9%Reduced
City State Bank76$5.90K0.00%00.0%Unchanged
Sunbelt Securities, Inc.77$5.97K0.00%00.0%Unchanged
Fairman Group, LLC78$6.05K0.01%00.0%Unchanged
Robinswood Financial LLC81$6.30K0.00%+1+1.3%Added
Bell Investment Advisors, Inc83$6.44K0.00%+13+18.6%Added
Alerus Financial NA84$6.52K0.00%00.0%Unchanged
Lodestone Wealth Management LLC87$6.75K0.00%00.0%Unchanged