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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 9,325 | $723.0K | 0.00% | +829+9.8% | Added |
| Laird Norton Trust Company, LLC | 9,284 | $720.3K | 0.02% | +33+0.4% | Added |
| Commerce Bank | 9,006 | $698.7K | 0.00% | +107+1.2% | Added |
| Finer Wealth Management, Inc. | 9,000 | $698.2K | 0.35% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 9,002 | $698.0K | 0.06% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 8,956 | $694.8K | 0.07% | −2,407−21.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,761 | $679.7K | 0.00% | +111+1.3% | Added |
| North Dakota State Investment Board | 8,747 | $678.6K | 0.03% | −1,453−14.2% | Reduced |
| Foster & Motley Inc | 8,742 | $678.0K | 0.03% | +8+0.1% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,674 | $672.9K | 0.03% | −329−3.7% | Reduced |
| Metis Global Partners, LLC | 8,659 | $671.8K | 0.02% | −856−9.0% | Reduced |
| RSM US Wealth Management LLC | 8,510 | $660.2K | 0.01% | −30−0.4% | Reduced |
| MUFG Securities Americas Inc. | 8,479 | $657.8K | 0.04% | +281+3.4% | Added |
| Adage Capital Partners GP, L.L.C. | 8,461 | $656.4K | 0.00% | +8,461 | New |
| Whittier Trust Co | 8,339 | $653.2K | 0.01% | −699−7.7% | Reduced |
| Lazard Asset Management LLC | 8,384 | $650.4K | 0.00% | −42−0.5% | Reduced |
| Securian Asset Management, Inc | 8,257 | $640.6K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 8,126 | $630.4K | 0.00% | +3,711+84.1% | Added |
| Tobam | 7,886 | $612.0K | 0.16% | −3,362−29.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,828 | $607.3K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 7,800 | $605.1K | 0.27% | 00.0% | Unchanged |
| Callan Family Office, LLC | 7,760 | $602.0K | 0.01% | +4+0.1% | Added |
| Moody National Bank Trust Division | 7,729 | $599.6K | 0.06% | +100+1.3% | Added |
| Kentucky Retirement Systems | 21,961 | $588.0K | 0.04% | +3,285+17.6% | Added |
| Wedmont Private Capital | 7,399 | $583.2K | 0.02% | −607−7.6% | Reduced |
| Voleon Capital Management LP | 7,403 | $574.3K | 0.01% | +1,670+29.1% | Added |
| Plante Moran Financial Advisors, LLC | 7,101 | $550.9K | 0.04% | −978−12.1% | Reduced |
| Merit Financial Group, LLC | 7,092 | $550.2K | 0.00% | +1,613+29.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,942 | $538.6K | 0.22% | −1,492−17.7% | Reduced |
| Savant Capital, LLC | 6,694 | $519.3K | 0.00% | −995−12.9% | Reduced |
| Signaturefd, LLC | 6,651 | $516.0K | 0.01% | −12−0.2% | Reduced |
| Coldstream Capital Management Inc | 6,612 | $513.0K | 0.01% | +252+4.0% | Added |
| Prospera Financial Services Inc | 6,603 | $512.6K | 0.01% | +185+2.9% | Added |
| Apollon Wealth Management, LLC | 6,594 | $511.6K | 0.01% | +1,287+24.3% | Added |
| Syon Capital LLC | 6,585 | $510.9K | 0.03% | −1,211−15.5% | Reduced |
| Ballentine Partners, LLC | 6,557 | $508.7K | 0.01% | −87−1.3% | Reduced |
| Evolve Private Wealth, LLC | 6,523 | $506.1K | 0.03% | +1,077+19.8% | Added |
| NewEdge Wealth, LLC | 6,484 | $503.0K | 0.01% | −2,196−25.3% | Reduced |
| Acorn Wealth Advisors, LLC | 6,430 | $498.9K | 0.15% | −942−12.8% | Reduced |
| Engineers Gate Manager LP | 6,405 | $496.9K | 0.01% | −17,853−73.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,360 | $493.4K | 0.01% | −32−0.5% | Reduced |
| GTS Securities LLC | 6,222 | $482.7K | 0.02% | +3,344+116.2% | Added |
| Frank, Rimerman Advisors LLC | 6,194 | $480.5K | 0.03% | −56−0.9% | Reduced |
| Advisory Alpha, LLC | 6,114 | $474.5K | 0.01% | −59−1.0% | Reduced |
| Segment Wealth Management, LLC | 6,018 | $466.9K | 0.03% | −535−8.2% | Reduced |
| Azimuth Capital Investment Management LLC | 6,000 | $465.5K | 0.02% | −1,000−14.3% | Reduced |
| Accurate Wealth Management, LLC | 5,862 | $465.4K | 0.06% | +95+1.6% | Added |
| Integrated Wealth Concepts LLC | 5,924 | $459.6K | 0.00% | +5,924 | New |
| Two Sigma Securities, LLC | 5,911 | $458.6K | 0.05% | +407+7.4% | Added |
| Conning Inc. | 5,848 | $453.7K | 0.02% | +96+1.7% | Added |
| Fulton Bank, N.A. | 5,813 | $451.0K | 0.02% | +332+6.1% | Added |
| Armis Advisers, LLC | 6,188 | $450.5K | 0.04% | +567+10.1% | Added |
| Crestwood Advisors Group LLC | 5,712 | $443.1K | 0.01% | +523+10.1% | Added |
| Financial Advisors Network, Inc. | 5,641 | $437.6K | 0.06% | +531+10.4% | Added |
| Farther Finance Advisors, LLC | 5,375 | $418.8K | 0.00% | +1,097+25.6% | Added |
| Strategy Asset Managers LLC | 5,388 | $418.0K | 0.07% | +271+5.3% | Added |
| Journey Strategic Wealth LLC | 5,292 | $410.6K | 0.01% | +66+1.3% | Added |
| Excelsior Advisor Network LLC | 5,287 | $410.1K | 0.16% | +5,287 | New |
| Davenport & Co LLC | 5,117 | $397.0K | 0.00% | +318+6.6% | Added |
| Fifth Third Wealth Advisors LLC | 5,095 | $395.3K | 0.01% | −75−1.5% | Reduced |
| Belpointe Asset Management LLC | 5,089 | $394.8K | 0.01% | −60−1.2% | Reduced |
| Chatham Capital Group, Inc. | 5,032 | $390.4K | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,010 | $388.7K | 0.00% | −1,644−24.7% | Reduced |
| D.A. Davidson & Co. | 5,000 | $388.0K | 0.00% | +5,000 | New |
| Silverleafe Capital Partners, LLC | 5,000 | $387.9K | 0.12% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,976 | $386.0K | 0.00% | +1,389+38.7% | Added |
| Samalin Investment Counsel, LLC | 4,933 | $382.7K | 0.14% | −170−3.3% | Reduced |
| TCW Group Inc | 4,928 | $382.3K | 0.00% | +238+5.1% | Added |
| EverSource Wealth Advisors, LLC | 4,927 | $382.2K | 0.01% | +868+21.4% | Added |
| Assenagon Asset Management S.A. | 4,906 | $380.6K | 0.00% | −557,809−99.1% | Reduced |
| Mirabella Financial Services LLP | 4,904 | $380.5K | 0.04% | +4,904 | New |
| Ronald Blue Trust, Inc. | 4,902 | $380.3K | 0.00% | −3,187−39.4% | Reduced |
| Wedge Capital Management L L P | 4,853 | $376.5K | 0.01% | −3,779−43.8% | Reduced |
| Sowell Financial Services LLC | 4,842 | $375.7K | 0.01% | −135−2.7% | Reduced |
| Rehmann Capital Advisory Group | 4,760 | $369.3K | 0.02% | +37+0.8% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $368.5K | 0.09% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 4,697 | $364.4K | 0.22% | +419+9.8% | Added |
| Kestra Private Wealth Services, LLC | 4,596 | $356.5K | 0.00% | +174+3.9% | Added |
| Aster Capital Management (DIFC) Ltd | 4,744 | $356.3K | 0.12% | +2,688+130.7% | Added |
| Aaron Wealth Advisors | 4,582 | $355.5K | 0.02% | −2,223−32.7% | Reduced |
| Chicago Partners Investment Group LLC | 4,665 | $349.8K | 0.01% | +4,665 | New |
| CAPROCK Group, Inc. | 4,506 | $349.6K | 0.01% | −8,562−65.5% | Reduced |
| Evansbrook LLC | 4,499 | $349.0K | 0.23% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 4,477 | $347.3K | 0.11% | +24+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 4,469 | $346.7K | 0.02% | +724+19.3% | Added |
| Inscription Capital, LLC | 4,417 | $342.7K | 0.04% | +277+6.7% | Added |
| Trust Co of the South | 4,404 | $341.7K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,371 | $339.1K | 0.01% | −561−11.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,345 | $337.1K | 0.17% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,332 | $336.1K | 0.00% | +4,332 | New |
| Boothbay Fund Management, LLC | 4,307 | $334.1K | 0.01% | −47,176−91.6% | Reduced |
| Carrera Capital Advisors | 4,293 | $333.1K | 0.05% | 00.0% | Unchanged |
| Moment Partners, LLC | 4,221 | $327.4K | 0.06% | −20−0.5% | Reduced |
| CX Institutional | 4,210 | $327.0K | 0.01% | −215−4.9% | Reduced |
| Harbour Investments, Inc. | 4,214 | $327.0K | 0.01% | +1,484+54.4% | Added |
| Panagora Asset Management Inc | 4,211 | $326.7K | 0.00% | −9,275−68.8% | Reduced |
| Frec Markets, Inc. | 4,206 | $326.3K | 0.06% | +1,296+44.5% | Added |
| Zions Bancorporation, National Association | 4,201 | $325.9K | 0.02% | −3,608−46.2% | Reduced |
| Westwood Holdings Group Inc. | 4,123 | $319.9K | 0.00% | −20.0% | Reduced |
| Parallel Advisors, LLC | 4,101 | $318.2K | 0.01% | +424+11.5% | Added |