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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 1,204 | $93.4K | 0.00% | +139+13.1% | Added |
| Trust Co | 1,236 | $95.9K | 0.01% | +9+0.7% | Added |
| TD Private Client Wealth LLC | 1,266 | $98.2K | 0.00% | +9+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,274 | $99.0K | 0.00% | +942+283.7% | Added |
| Bruce G. Allen Investments, LLC | 1,303 | $101.1K | 0.07% | −165−11.2% | Reduced |
| FWL Investment Management, LLC | 1,350 | $104.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,405 | $109.0K | 0.04% | −75−5.1% | Reduced |
| Costello Asset Management, INC | 1,408 | $109.2K | 0.04% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $113.9K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $116.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $116.4K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,505 | $116.8K | 0.01% | +282+23.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,506 | $116.8K | 0.01% | +47+3.2% | Added |
| Acadian Asset Management LLC | 1,551 | $120.0K | 0.00% | −16,047−91.2% | Reduced |
| Private Trust Co NA | 1,606 | $124.6K | 0.01% | −9−0.6% | Reduced |
| Crewe Advisors LLC | 1,905 | $147.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,955 | $151.7K | 0.01% | +168+9.4% | Added |
| Larson Financial Group LLC | 2,029 | $157.4K | 0.01% | +123+6.5% | Added |
| Colonial Trust Co | 2,038 | $158.1K | 0.02% | −3−0.1% | Reduced |
| Versant Capital Management, Inc | 2,244 | $174.1K | 0.02% | +332+17.4% | Added |
| Clearstead Advisors, LLC | 2,257 | $175.1K | 0.00% | −859−27.6% | Reduced |
| Virtus Investment Advisers, Inc. | 2,523 | $195.7K | 0.05% | +192+8.2% | Added |
| MAI Capital Management | 2,570 | $199.4K | 0.00% | +1,057+69.9% | Added |
| Caxton Associates LLP | 2,595 | $201.3K | 0.00% | +2,595 | New |
| Citizens Financial Group Inc | 2,614 | $202.8K | 0.00% | −1,009−27.8% | Reduced |
| First Citizens Bank & Trust Co | 2,630 | $204.0K | 0.00% | +2,630 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,636 | $204.5K | 0.00% | +2,636 | New |
| Ingalls & Snyder LLC | 2,636 | $205.0K | 0.01% | +2,636 | New |
| Brighton Jones LLC | 2,650 | $205.6K | 0.00% | +2,650 | New |
| Beacon Pointe Advisors, LLC | 2,654 | $205.9K | 0.00% | +2,654 | New |
| Barnes Pettey Financial Advisors, LLC | 2,700 | $209.5K | 0.09% | +2,700 | New |
| Ameritas Investment Partners, Inc. | 2,728 | $211.6K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,734 | $212.1K | 0.00% | +2,734 | New |
| Collaborative Fund Advisors, LLC | 2,742 | $212.7K | 0.13% | +2,742 | New |
| Dorsey & Whitney Trust CO LLC | 2,750 | $213.3K | 0.01% | +2,750 | New |
| Cigna Investments Inc | 2,759 | $214.0K | 0.03% | +2,759 | New |
| CoreCap Advisors, LLC | 2,769 | $214.8K | 0.01% | +132+5.0% | Added |
| Pallas Capital Advisors LLC | 2,771 | $215.0K | 0.01% | −318−10.3% | Reduced |
| Atlas Legacy Advisors, LLC | 2,794 | $216.6K | 0.04% | +2,794 | New |
| Prosperity Financial Group, Inc. | 2,794 | $216.8K | 0.08% | +2,794 | New |
| Checchi Capital Advisers, LLC | 2,797 | $217.0K | 0.01% | +2,797 | New |
| Resources Investment Advisors, LLC. | 2,797 | $217.0K | 0.00% | −522−15.7% | Reduced |
| DV Trading LLC | 2,800 | $217.2K | 0.02% | +2,649+1,754.3% | Added |
| Drive Wealth Management, LLC | 2,805 | $217.6K | 0.05% | −111−3.8% | Reduced |
| Stock Yards Bank & Trust Co | 2,807 | $217.8K | 0.01% | +2,807 | New |
| Walker Asset Management, LLC | 2,814 | $218.3K | 0.12% | +2,814 | New |
| PCM Encore, LLC | 2,819 | $218.7K | 0.04% | +2,819 | New |
| Sovereign Financial Group, Inc. | 2,823 | $219.0K | 0.04% | +2,823 | New |
| Midwest Trust Co | 2,826 | $219.2K | 0.00% | +2,826 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,869 | $222.6K | 0.00% | +2,869 | New |
| Oslo Pensjonsforsikring AS | 2,881 | $223.5K | 0.03% | +2,881 | New |
| West Michigan Advisors, LLC | 2,893 | $224.4K | 0.05% | +2,893 | New |
| Horizon Investment Services, LLC | 2,908 | $225.6K | 0.08% | +2,908 | New |
| Advisory Services Network, LLC | 2,928 | $227.2K | 0.00% | −36−1.2% | Reduced |
| Bradley Foster & Sargent Inc | 2,950 | $228.9K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,959 | $229.6K | 0.00% | +95+3.3% | Added |
| Camden Capital, LLC | 2,962 | $229.8K | 0.02% | −36−1.2% | Reduced |
| Longboard Asset Management, LP | 2,982 | $231.3K | 4.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,982 | $231.4K | 0.01% | +2,982 | New |
| Florida Financial Advisors, LLC | 2,995 | $232.3K | 0.06% | −179−5.6% | Reduced |
| SkyOak Wealth, LLC | 3,000 | $232.7K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,001 | $232.8K | 0.02% | +29+1.0% | Added |
| Spartan Wealth Advisory Services LLC | 3,037 | $235.6K | 0.02% | +3,037 | New |
| Journey Advisory Group, LLC | 3,050 | $236.6K | 0.02% | −1,000−24.7% | Reduced |
| Patton Fund Management, Inc. | 3,051 | $236.7K | 0.04% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 3,254 | $238.6K | 0.01% | +3,254 | New |
| Whittier Trust Co of Nevada Inc | 3,048 | $238.8K | 0.00% | −54−1.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,079 | $238.9K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,096 | $240.2K | 0.00% | +3,096 | New |
| Chicago Trust Co NA | 3,100 | $240.5K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,121 | $242.1K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 3,156 | $245.0K | 0.01% | +22+0.7% | Added |
| Diversify Wealth Management, LLC | 3,283 | $245.3K | 0.00% | +3,283 | New |
| Gen-Wealth Partners Inc | 3,179 | $246.6K | 0.08% | +17+0.5% | Added |
| Tema ETFs LLC | 3,242 | $251.5K | 0.02% | +14+0.4% | Added |
| LVW Advisors, LLC | 3,246 | $251.8K | 0.02% | −1,214−27.2% | Reduced |
| Phillips Wealth Planners LLC | 3,453 | $252.7K | 0.19% | +3,453 | New |
| Essex Savings Bank | 3,268 | $253.5K | 0.06% | −5−0.2% | Reduced |
| Concurrent Investment Advisors, LLC | 3,298 | $255.9K | 0.00% | +204+6.6% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,328 | $258.2K | 0.07% | −1,719−34.1% | Reduced |
| Corecam AG | 3,361 | $259.5K | 0.23% | +3,361 | New |
| Stiles Financial Services Inc | 3,396 | $263.5K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,400 | $263.8K | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,450 | $267.6K | 0.01% | +495+16.8% | Added |
| Commerzbank Aktiengesellschaft | 3,450 | $268.0K | 0.01% | −116−3.3% | Reduced |
| Bridgefront Capital, LLC | 3,470 | $269.2K | 0.07% | −21,895−86.3% | Reduced |
| Warren Averett Asset Management, LLC | 3,487 | $270.5K | 0.00% | +3,487 | New |
| Aprio Wealth Management, LLC | 3,487 | $270.5K | 0.01% | +3,487 | New |
| Pointe Capital Management LLC | 3,515 | $272.7K | 0.14% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,590 | $273.0K | 0.05% | +22+0.6% | Added |
| Johnson Investment Counsel Inc | 3,526 | $273.5K | 0.00% | +67+1.9% | Added |
| Trust Co of Toledo NA | 3,538 | $274.5K | 0.03% | +5+0.1% | Added |
| Massmutual Trust Co FSB | 3,616 | $280.5K | 0.01% | −218−5.7% | Reduced |
| Quarry LP | 3,685 | $285.9K | 0.06% | −1,400−27.5% | Reduced |
| Allworth Financial LP | 3,685 | $285.9K | 0.00% | +1,499+68.6% | Added |
| Aventura Private Wealth, LLC | 3,766 | $292.2K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,771 | $292.6K | 0.00% | +3,771 | New |
| Norden Group LLC | 3,902 | $302.7K | 0.03% | −1,278−24.7% | Reduced |
| Kera Capital Partners, Inc. | 3,934 | $305.2K | 0.04% | +206+5.5% | Added |
| Capital Investment Advisors, LLC | 3,973 | $308.2K | 0.00% | +8+0.2% | Added |