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 |
|---|---|---|---|---|---|
| Mattson Financial Services, LLC | 3,999 | $310.2K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,012 | $311.3K | 0.00% | +20.0% | Added |
| Parallel Advisors, LLC | 4,101 | $318.2K | 0.01% | +424+11.5% | Added |
| Westwood Holdings Group Inc. | 4,123 | $319.9K | 0.00% | −20.0% | Reduced |
| Zions Bancorporation, National Association | 4,201 | $325.9K | 0.02% | −3,608−46.2% | Reduced |
| Frec Markets, Inc. | 4,206 | $326.3K | 0.06% | +1,296+44.5% | Added |
| Panagora Asset Management Inc | 4,211 | $326.7K | 0.00% | −9,275−68.8% | Reduced |
| Harbour Investments, Inc. | 4,214 | $327.0K | 0.01% | +1,484+54.4% | Added |
| CX Institutional | 4,210 | $327.0K | 0.01% | −215−4.9% | Reduced |
| Moment Partners, LLC | 4,221 | $327.4K | 0.06% | −20−0.5% | Reduced |
| Carrera Capital Advisors | 4,293 | $333.1K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,307 | $334.1K | 0.01% | −47,176−91.6% | Reduced |
| Jump Financial, LLC | 4,332 | $336.1K | 0.00% | +4,332 | New |
| Pinnacle Wealth Management Group, Inc. | 4,345 | $337.1K | 0.17% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,371 | $339.1K | 0.01% | −561−11.4% | Reduced |
| Trust Co of the South | 4,404 | $341.7K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,417 | $342.7K | 0.04% | +277+6.7% | Added |
| Procyon Private Wealth Partners, LLC | 4,469 | $346.7K | 0.02% | +724+19.3% | Added |
| Oxler Private Wealth LLC | 4,477 | $347.3K | 0.11% | +24+0.5% | Added |
| Evansbrook LLC | 4,499 | $349.0K | 0.23% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,506 | $349.6K | 0.01% | −8,562−65.5% | Reduced |
| Chicago Partners Investment Group LLC | 4,665 | $349.8K | 0.01% | +4,665 | New |
| Aaron Wealth Advisors | 4,582 | $355.5K | 0.02% | −2,223−32.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,744 | $356.3K | 0.12% | +2,688+130.7% | Added |
| Kestra Private Wealth Services, LLC | 4,596 | $356.5K | 0.00% | +174+3.9% | Added |
| International Private Wealth Advisors LLC | 4,697 | $364.4K | 0.22% | +419+9.8% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $368.5K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,760 | $369.3K | 0.02% | +37+0.8% | Added |
| Sowell Financial Services LLC | 4,842 | $375.7K | 0.01% | −135−2.7% | Reduced |
| Wedge Capital Management L L P | 4,853 | $376.5K | 0.01% | −3,779−43.8% | Reduced |
| Ronald Blue Trust, Inc. | 4,902 | $380.3K | 0.00% | −3,187−39.4% | Reduced |
| Mirabella Financial Services LLP | 4,904 | $380.5K | 0.04% | +4,904 | New |
| Assenagon Asset Management S.A. | 4,906 | $380.6K | 0.00% | −557,809−99.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,927 | $382.2K | 0.01% | +868+21.4% | Added |
| TCW Group Inc | 4,928 | $382.3K | 0.00% | +238+5.1% | Added |
| Samalin Investment Counsel, LLC | 4,933 | $382.7K | 0.14% | −170−3.3% | Reduced |
| Brown Brothers Harriman & Co | 4,976 | $386.0K | 0.00% | +1,389+38.7% | Added |
| Silverleafe Capital Partners, LLC | 5,000 | $387.9K | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,000 | $388.0K | 0.00% | +5,000 | New |
| QRG Capital Management, Inc. | 5,010 | $388.7K | 0.00% | −1,644−24.7% | Reduced |
| Chatham Capital Group, Inc. | 5,032 | $390.4K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,089 | $394.8K | 0.01% | −60−1.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,095 | $395.3K | 0.01% | −75−1.5% | Reduced |
| Davenport & Co LLC | 5,117 | $397.0K | 0.00% | +318+6.6% | Added |
| Excelsior Advisor Network LLC | 5,287 | $410.1K | 0.16% | +5,287 | New |
| Journey Strategic Wealth LLC | 5,292 | $410.6K | 0.01% | +66+1.3% | Added |
| Strategy Asset Managers LLC | 5,388 | $418.0K | 0.07% | +271+5.3% | Added |
| Farther Finance Advisors, LLC | 5,375 | $418.8K | 0.00% | +1,097+25.6% | Added |
| Financial Advisors Network, Inc. | 5,641 | $437.6K | 0.06% | +531+10.4% | Added |
| Crestwood Advisors Group LLC | 5,712 | $443.1K | 0.01% | +523+10.1% | Added |
| Armis Advisers, LLC | 6,188 | $450.5K | 0.04% | +567+10.1% | Added |
| Fulton Bank, N.A. | 5,813 | $451.0K | 0.02% | +332+6.1% | Added |
| Conning Inc. | 5,848 | $453.7K | 0.02% | +96+1.7% | Added |
| Two Sigma Securities, LLC | 5,911 | $458.6K | 0.05% | +407+7.4% | Added |
| Integrated Wealth Concepts LLC | 5,924 | $459.6K | 0.00% | +5,924 | New |
| Accurate Wealth Management, LLC | 5,862 | $465.4K | 0.06% | +95+1.6% | Added |
| Azimuth Capital Investment Management LLC | 6,000 | $465.5K | 0.02% | −1,000−14.3% | Reduced |
| Segment Wealth Management, LLC | 6,018 | $466.9K | 0.03% | −535−8.2% | Reduced |
| Advisory Alpha, LLC | 6,114 | $474.5K | 0.01% | −59−1.0% | Reduced |
| Frank, Rimerman Advisors LLC | 6,194 | $480.5K | 0.03% | −56−0.9% | Reduced |
| GTS Securities LLC | 6,222 | $482.7K | 0.02% | +3,344+116.2% | Added |
| Vestmark Advisory Solutions, Inc. | 6,360 | $493.4K | 0.01% | −32−0.5% | Reduced |
| Engineers Gate Manager LP | 6,405 | $496.9K | 0.01% | −17,853−73.6% | Reduced |
| Acorn Wealth Advisors, LLC | 6,430 | $498.9K | 0.15% | −942−12.8% | Reduced |
| NewEdge Wealth, LLC | 6,484 | $503.0K | 0.01% | −2,196−25.3% | Reduced |
| Evolve Private Wealth, LLC | 6,523 | $506.1K | 0.03% | +1,077+19.8% | Added |
| Ballentine Partners, LLC | 6,557 | $508.7K | 0.01% | −87−1.3% | Reduced |
| Syon Capital LLC | 6,585 | $510.9K | 0.03% | −1,211−15.5% | Reduced |
| Apollon Wealth Management, LLC | 6,594 | $511.6K | 0.01% | +1,287+24.3% | Added |
| Prospera Financial Services Inc | 6,603 | $512.6K | 0.01% | +185+2.9% | Added |
| Coldstream Capital Management Inc | 6,612 | $513.0K | 0.01% | +252+4.0% | Added |
| Signaturefd, LLC | 6,651 | $516.0K | 0.01% | −12−0.2% | Reduced |
| Savant Capital, LLC | 6,694 | $519.3K | 0.00% | −995−12.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,942 | $538.6K | 0.22% | −1,492−17.7% | Reduced |
| Merit Financial Group, LLC | 7,092 | $550.2K | 0.00% | +1,613+29.4% | Added |
| Plante Moran Financial Advisors, LLC | 7,101 | $550.9K | 0.04% | −978−12.1% | Reduced |
| Voleon Capital Management LP | 7,403 | $574.3K | 0.01% | +1,670+29.1% | Added |
| Wedmont Private Capital | 7,399 | $583.2K | 0.02% | −607−7.6% | Reduced |
| Kentucky Retirement Systems | 21,961 | $588.0K | 0.04% | +3,285+17.6% | Added |
| Moody National Bank Trust Division | 7,729 | $599.6K | 0.06% | +100+1.3% | Added |
| Callan Family Office, LLC | 7,760 | $602.0K | 0.01% | +4+0.1% | Added |
| Boit C F David | 7,800 | $605.1K | 0.27% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,828 | $607.3K | 0.04% | 00.0% | Unchanged |
| Tobam | 7,886 | $612.0K | 0.16% | −3,362−29.9% | Reduced |
| Blair William & Co | 8,126 | $630.4K | 0.00% | +3,711+84.1% | Added |
| Securian Asset Management, Inc | 8,257 | $640.6K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,384 | $650.4K | 0.00% | −42−0.5% | Reduced |
| Whittier Trust Co | 8,339 | $653.2K | 0.01% | −699−7.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 8,461 | $656.4K | 0.00% | +8,461 | New |
| MUFG Securities Americas Inc. | 8,479 | $657.8K | 0.04% | +281+3.4% | Added |
| RSM US Wealth Management LLC | 8,510 | $660.2K | 0.01% | −30−0.4% | Reduced |
| Metis Global Partners, LLC | 8,659 | $671.8K | 0.02% | −856−9.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,674 | $672.9K | 0.03% | −329−3.7% | Reduced |
| Foster & Motley Inc | 8,742 | $678.0K | 0.03% | +8+0.1% | Added |
| North Dakota State Investment Board | 8,747 | $678.6K | 0.03% | −1,453−14.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,761 | $679.7K | 0.00% | +111+1.3% | Added |
| Altfest L J & Co Inc | 8,956 | $694.8K | 0.07% | −2,407−21.2% | Reduced |
| Amica Mutual Insurance Co | 9,002 | $698.0K | 0.06% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 9,000 | $698.2K | 0.35% | 00.0% | Unchanged |
| Commerce Bank | 9,006 | $698.7K | 0.00% | +107+1.2% | Added |