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, 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 90 | $7.00K | 0.00% | −12−11.8% | Reduced |
| Essential Partners LLC | 90 | $7.00K | 0.00% | +40+80.0% | Added |
| Sachetta, LLC | 91 | $7.06K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 92 | $7.14K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $7.76K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 106 | $8.00K | 0.00% | +7+7.1% | Added |
| JFS Wealth Advisors, LLC | 104 | $8.07K | 0.00% | −88−45.8% | Reduced |
| Cornerstone Financial Management LLC | 111 | $8.61K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 117 | $9.08K | 0.00% | −32−21.5% | Reduced |
| Prestige Wealth Management Group LLC | 121 | $9.39K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 122 | $9.48K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 123 | $9.54K | 0.00% | +37+43.0% | Added |
| Kemnay Advisory Services Inc. | 123 | $9.54K | 0.00% | +123 | New |
| True Wealth Design, LLC | 124 | $9.62K | 0.00% | +4+3.3% | Added |
| Cornerstone Planning Group LLC | 131 | $9.74K | 0.00% | +40+44.0% | Added |
| Aspect Partners, LLC | 126 | $9.78K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 127 | $9.85K | 0.00% | +127 | New |
| Private Wealth Asset Management, LLC | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 132 | $10.2K | 0.00% | +132 | New |
| EFG International AG | 133 | $10.3K | 0.00% | +133 | New |
| Elequin Capital LP | 138 | $10.7K | 0.00% | −121−46.7% | Reduced |
| DT Investment Partners, LLC | 145 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 147 | $11.4K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 156 | $12.1K | 0.00% | +156 | New |
| Atwood & Palmer Inc | 160 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 162 | $12.6K | 0.00% | −225−58.1% | Reduced |
| Covestor Ltd | 163 | $13.0K | 0.01% | −967−85.6% | Reduced |
| Bangor Savings Bank | 168 | $13.0K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 168 | $13.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 176 | $13.7K | 0.00% | +176 | New |
| First Pacific Financial | 177 | $13.7K | 0.00% | +10+6.0% | Added |
| GW&K Investment Management, LLC | 182 | $14.0K | 0.00% | −8−4.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 184 | $14.3K | 0.00% | +184 | New |
| Fortitude Family Office, LLC | 191 | $14.8K | 0.00% | +17+9.8% | Added |
| Sound Income Strategies, LLC | 197 | $15.4K | 0.00% | −146−42.6% | Reduced |
| Eastern Bank | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 200 | $15.5K | 0.01% | +200 | New |
| Farmers & Merchants Investments Inc | 206 | $16.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 203 | $16.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 221 | $17.1K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 230 | $17.8K | 0.01% | +78+51.3% | Added |
| TIAA Wealth Investment Management LLC | 235 | $18.2K | 0.00% | +235 | New |
| Nemes Rush Group LLC | 244 | $18.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 244 | $19.0K | 0.00% | +206+542.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 246 | $19.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 256 | $20.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 283 | $22.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 281 | $22.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $23.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 319 | $24.7K | 0.00% | +1+0.3% | Added |
| Walleye Capital LLC | 334 | $25.9K | 0.00% | −23,543−98.6% | Reduced |
| HM Payson & Co | 356 | $27.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 356 | $27.6K | 0.01% | +356 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $28.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 385 | $29.9K | 0.00% | +29+8.1% | Added |
| Scarborough Advisors, LLC | 403 | $31.3K | 0.00% | +403 | New |
| Ancora Advisors, LLC | 406 | $31.5K | 0.00% | +55+15.7% | Added |
| St Germain D J Co Inc | 413 | $32.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 413 | $32.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 420 | $32.6K | 0.01% | 00.0% | Unchanged |
| Protective Life Corp | 420 | $32.6K | 0.11% | +420 | New |
| BankPlus Trust Department | 430 | $33.4K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 438 | $34.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 443 | $34.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 454 | $35.2K | 0.00% | −510−52.9% | Reduced |
| Ares Financial Consulting, LLC | 453 | $35.3K | 0.03% | +360+387.1% | Added |
| Quest 10 Wealth Builders, Inc. | 463 | $35.9K | 0.03% | −4−0.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 539 | $40.4K | 0.02% | −400−42.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 526 | $40.8K | 0.00% | +526 | New |
| Dorato Capital Management | 525 | $41.4K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 553 | $42.9K | 0.01% | −150−21.3% | Reduced |
| Richardson Financial Services Inc. | 660 | $51.2K | 0.03% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 727 | $56.4K | 0.02% | +727 | New |
| SJS Investment Consulting Inc. | 748 | $58.0K | 0.01% | +398+113.7% | Added |
| Deseret Mutual Benefit Administrators | 764 | $59.3K | 0.02% | +359+88.6% | Added |
| Root Financial Partners, LLC | 764 | $59.3K | 0.00% | +406+113.4% | Added |
| Umb Bank N A | 789 | $61.2K | 0.00% | −128−14.0% | Reduced |
| Robbins Farley LLC | 800 | $62.1K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 805 | $62.5K | 0.00% | −79−8.9% | Reduced |
| Salem Investment Counselors Inc | 810 | $62.8K | 0.00% | +810 | New |
| Onefund, LLC | 837 | $65.2K | 0.04% | −12−1.4% | Reduced |
| IFP Advisors, Inc | 870 | $67.5K | 0.00% | −14−1.6% | Reduced |
| Cromwell Holdings LLC | 943 | $73.2K | 0.04% | +17+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 950 | $73.7K | 0.03% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 962 | $74.6K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 976 | $75.7K | 0.00% | +576+144.0% | Added |
| Ostrum Asset Management | 980 | $76.0K | 0.00% | −3,680−79.0% | Reduced |
| Quent Capital, LLC | 982 | $76.2K | 0.01% | −877−47.2% | Reduced |
| Manchester Capital Management LLC | 1,057 | $82.0K | 0.01% | −29−2.7% | Reduced |
| Grove Bank & Trust | 1,072 | $83.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $84.3K | 0.01% | 00.0% | Unchanged |
| RHL Group, LLC | 1,090 | $84.6K | 0.07% | +8+0.7% | Added |
| Montag A & Associates Inc | 1,100 | $85.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,104 | $85.6K | 0.00% | −3,772−77.4% | Reduced |
| Optiver Holding B.V. | 1,111 | $86.2K | 0.00% | +821+283.1% | Added |
| Cranbrook Wealth Management, LLC | 1,113 | $86.3K | 0.02% | −765−40.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,194 | $92.6K | 0.00% | 00.0% | Unchanged |