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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 4,012 | $311.3K | 0.00% | +20.0% | Added |
| Mattson Financial Services, LLC | 3,999 | $310.2K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,973 | $308.2K | 0.00% | +8+0.2% | Added |
| Kera Capital Partners, Inc. | 3,934 | $305.2K | 0.04% | +206+5.5% | Added |
| Norden Group LLC | 3,902 | $302.7K | 0.03% | −1,278−24.7% | Reduced |
| Cresset Asset Management, LLC | 3,771 | $292.6K | 0.00% | +3,771 | New |
| Aventura Private Wealth, LLC | 3,766 | $292.2K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 3,685 | $285.9K | 0.00% | +1,499+68.6% | Added |
| Quarry LP | 3,685 | $285.9K | 0.06% | −1,400−27.5% | Reduced |
| Massmutual Trust Co FSB | 3,616 | $280.5K | 0.01% | −218−5.7% | Reduced |
| Trust Co of Toledo NA | 3,538 | $274.5K | 0.03% | +5+0.1% | Added |
| Johnson Investment Counsel Inc | 3,526 | $273.5K | 0.00% | +67+1.9% | Added |
| Financial Strategies Group, Inc. | 3,590 | $273.0K | 0.05% | +22+0.6% | Added |
| Pointe Capital Management LLC | 3,515 | $272.7K | 0.14% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,487 | $270.5K | 0.01% | +3,487 | New |
| Warren Averett Asset Management, LLC | 3,487 | $270.5K | 0.00% | +3,487 | New |
| Bridgefront Capital, LLC | 3,470 | $269.2K | 0.07% | −21,895−86.3% | Reduced |
| Commerzbank Aktiengesellschaft | 3,450 | $268.0K | 0.01% | −116−3.3% | Reduced |
| Daymark Wealth Partners, LLC | 3,450 | $267.6K | 0.01% | +495+16.8% | Added |
| VeraBank, N.A. | 3,400 | $263.8K | 0.05% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,396 | $263.5K | 0.08% | 00.0% | Unchanged |
| Corecam AG | 3,361 | $259.5K | 0.23% | +3,361 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3,328 | $258.2K | 0.07% | −1,719−34.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,298 | $255.9K | 0.00% | +204+6.6% | Added |
| Essex Savings Bank | 3,268 | $253.5K | 0.06% | −5−0.2% | Reduced |
| Phillips Wealth Planners LLC | 3,453 | $252.7K | 0.19% | +3,453 | New |
| LVW Advisors, LLC | 3,246 | $251.8K | 0.02% | −1,214−27.2% | Reduced |
| Tema ETFs LLC | 3,242 | $251.5K | 0.02% | +14+0.4% | Added |
| Gen-Wealth Partners Inc | 3,179 | $246.6K | 0.08% | +17+0.5% | Added |
| Diversify Wealth Management, LLC | 3,283 | $245.3K | 0.00% | +3,283 | New |
| Bollard Group LLC | 3,156 | $245.0K | 0.01% | +22+0.7% | Added |
| Vontobel Holding Ltd. | 3,121 | $242.1K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,100 | $240.5K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,096 | $240.2K | 0.00% | +3,096 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,079 | $238.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,048 | $238.8K | 0.00% | −54−1.7% | Reduced |
| VestGen Advisors, LLC | 3,254 | $238.6K | 0.01% | +3,254 | New |
| Patton Fund Management, Inc. | 3,051 | $236.7K | 0.04% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,050 | $236.6K | 0.02% | −1,000−24.7% | Reduced |
| Spartan Wealth Advisory Services LLC | 3,037 | $235.6K | 0.02% | +3,037 | New |
| Transcend Wealth Collective, LLC | 3,001 | $232.8K | 0.02% | +29+1.0% | Added |
| SkyOak Wealth, LLC | 3,000 | $232.7K | 0.04% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,995 | $232.3K | 0.06% | −179−5.6% | Reduced |
| IHT Wealth Management, LLC | 2,982 | $231.4K | 0.01% | +2,982 | New |
| Longboard Asset Management, LP | 2,982 | $231.3K | 4.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,962 | $229.8K | 0.02% | −36−1.2% | Reduced |
| We Are One Seven, LLC | 2,959 | $229.6K | 0.00% | +95+3.3% | Added |
| Bradley Foster & Sargent Inc | 2,950 | $228.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,928 | $227.2K | 0.00% | −36−1.2% | Reduced |
| Horizon Investment Services, LLC | 2,908 | $225.6K | 0.08% | +2,908 | New |
| West Michigan Advisors, LLC | 2,893 | $224.4K | 0.05% | +2,893 | New |
| Oslo Pensjonsforsikring AS | 2,881 | $223.5K | 0.03% | +2,881 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,869 | $222.6K | 0.00% | +2,869 | New |
| Midwest Trust Co | 2,826 | $219.2K | 0.00% | +2,826 | New |
| Sovereign Financial Group, Inc. | 2,823 | $219.0K | 0.04% | +2,823 | New |
| PCM Encore, LLC | 2,819 | $218.7K | 0.04% | +2,819 | New |
| Walker Asset Management, LLC | 2,814 | $218.3K | 0.12% | +2,814 | New |
| Stock Yards Bank & Trust Co | 2,807 | $217.8K | 0.01% | +2,807 | New |
| Drive Wealth Management, LLC | 2,805 | $217.6K | 0.05% | −111−3.8% | Reduced |
| DV Trading LLC | 2,800 | $217.2K | 0.02% | +2,649+1,754.3% | Added |
| Resources Investment Advisors, LLC. | 2,797 | $217.0K | 0.00% | −522−15.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,797 | $217.0K | 0.01% | +2,797 | New |
| Prosperity Financial Group, Inc. | 2,794 | $216.8K | 0.08% | +2,794 | New |
| Atlas Legacy Advisors, LLC | 2,794 | $216.6K | 0.04% | +2,794 | New |
| Pallas Capital Advisors LLC | 2,771 | $215.0K | 0.01% | −318−10.3% | Reduced |
| CoreCap Advisors, LLC | 2,769 | $214.8K | 0.01% | +132+5.0% | Added |
| Cigna Investments Inc | 2,759 | $214.0K | 0.03% | +2,759 | New |
| Dorsey & Whitney Trust CO LLC | 2,750 | $213.3K | 0.01% | +2,750 | New |
| Collaborative Fund Advisors, LLC | 2,742 | $212.7K | 0.13% | +2,742 | New |
| Independent Advisor Alliance | 2,734 | $212.1K | 0.00% | +2,734 | New |
| Ameritas Investment Partners, Inc. | 2,728 | $211.6K | 0.01% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,700 | $209.5K | 0.09% | +2,700 | New |
| Beacon Pointe Advisors, LLC | 2,654 | $205.9K | 0.00% | +2,654 | New |
| Brighton Jones LLC | 2,650 | $205.6K | 0.00% | +2,650 | New |
| Ingalls & Snyder LLC | 2,636 | $205.0K | 0.01% | +2,636 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,636 | $204.5K | 0.00% | +2,636 | New |
| First Citizens Bank & Trust Co | 2,630 | $204.0K | 0.00% | +2,630 | New |
| Citizens Financial Group Inc | 2,614 | $202.8K | 0.00% | −1,009−27.8% | Reduced |
| Caxton Associates LLP | 2,595 | $201.3K | 0.00% | +2,595 | New |
| MAI Capital Management | 2,570 | $199.4K | 0.00% | +1,057+69.9% | Added |
| Virtus Investment Advisers, Inc. | 2,523 | $195.7K | 0.05% | +192+8.2% | Added |
| Clearstead Advisors, LLC | 2,257 | $175.1K | 0.00% | −859−27.6% | Reduced |
| Versant Capital Management, Inc | 2,244 | $174.1K | 0.02% | +332+17.4% | Added |
| Colonial Trust Co | 2,038 | $158.1K | 0.02% | −3−0.1% | Reduced |
| Larson Financial Group LLC | 2,029 | $157.4K | 0.01% | +123+6.5% | Added |
| Rothschild Investment LLC | 1,955 | $151.7K | 0.01% | +168+9.4% | Added |
| Crewe Advisors LLC | 1,905 | $147.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,606 | $124.6K | 0.01% | −9−0.6% | Reduced |
| Acadian Asset Management LLC | 1,551 | $120.0K | 0.00% | −16,047−91.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,506 | $116.8K | 0.01% | +47+3.2% | Added |
| CVA Family Office, LLC | 1,505 | $116.8K | 0.01% | +282+23.1% | Added |
| MeadowBrook Investment Advisors LLC | 1,500 | $116.4K | 0.10% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $116.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $113.9K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $109.2K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,405 | $109.0K | 0.04% | −75−5.1% | Reduced |
| FWL Investment Management, LLC | 1,350 | $104.7K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,303 | $101.1K | 0.07% | −165−11.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,274 | $99.0K | 0.00% | +942+283.7% | Added |
| TD Private Client Wealth LLC | 1,266 | $98.2K | 0.00% | +9+0.7% | Added |