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 |
|---|---|---|---|---|---|
| Trust Co | 1,236 | $95.9K | 0.01% | +9+0.7% | Added |
| Spire Wealth Management | 1,204 | $93.4K | 0.00% | +139+13.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,194 | $92.6K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,113 | $86.3K | 0.02% | −765−40.7% | Reduced |
| Optiver Holding B.V. | 1,111 | $86.2K | 0.00% | +821+283.1% | Added |
| Simplex Trading, LLC | 1,104 | $85.6K | 0.00% | −3,772−77.4% | Reduced |
| Montag A & Associates Inc | 1,100 | $85.3K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 1,090 | $84.6K | 0.07% | +8+0.7% | Added |
| Caldwell Trust Co | 1,087 | $84.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,072 | $83.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,057 | $82.0K | 0.01% | −29−2.7% | Reduced |
| Quent Capital, LLC | 982 | $76.2K | 0.01% | −877−47.2% | Reduced |
| Ostrum Asset Management | 980 | $76.0K | 0.00% | −3,680−79.0% | Reduced |
| Heritage Wealth Advisors | 976 | $75.7K | 0.00% | +576+144.0% | Added |
| Bernard Wealth Management Corp. | 962 | $74.6K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 950 | $73.7K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 943 | $73.2K | 0.04% | +17+1.8% | Added |
| IFP Advisors, Inc | 870 | $67.5K | 0.00% | −14−1.6% | Reduced |
| Onefund, LLC | 837 | $65.2K | 0.04% | −12−1.4% | Reduced |
| Salem Investment Counselors Inc | 810 | $62.8K | 0.00% | +810 | New |
| Parkside Financial Bank & Trust | 805 | $62.5K | 0.00% | −79−8.9% | Reduced |
| Robbins Farley LLC | 800 | $62.1K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 789 | $61.2K | 0.00% | −128−14.0% | Reduced |
| 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 |
| SJS Investment Consulting Inc. | 748 | $58.0K | 0.01% | +398+113.7% | Added |
| Global Assets Advisory, LLC | 727 | $56.4K | 0.02% | +727 | New |
| Richardson Financial Services Inc. | 660 | $51.2K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 553 | $42.9K | 0.01% | −150−21.3% | Reduced |
| Dorato Capital Management | 525 | $41.4K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 526 | $40.8K | 0.00% | +526 | New |
| Mark Sheptoff Financial Planning, LLC | 539 | $40.4K | 0.02% | −400−42.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 463 | $35.9K | 0.03% | −4−0.9% | Reduced |
| Ares Financial Consulting, LLC | 453 | $35.3K | 0.03% | +360+387.1% | Added |
| NBC Securities, Inc. | 454 | $35.2K | 0.00% | −510−52.9% | Reduced |
| Johnson Financial Group, Inc. | 443 | $34.4K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 438 | $34.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 430 | $33.4K | 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 |
| St Germain D J Co Inc | 413 | $32.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 413 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 406 | $31.5K | 0.00% | +55+15.7% | Added |
| Scarborough Advisors, LLC | 403 | $31.3K | 0.00% | +403 | New |
| First Horizon Corp | 385 | $29.9K | 0.00% | +29+8.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $28.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 356 | $27.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 356 | $27.6K | 0.01% | +356 | New |
| Walleye Capital LLC | 334 | $25.9K | 0.00% | −23,543−98.6% | Reduced |
| MV Capital Management, Inc. | 319 | $24.7K | 0.00% | +1+0.3% | Added |
| JNBA Financial Advisors | 300 | $23.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 281 | $22.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 283 | $22.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 256 | $20.1K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 246 | $19.1K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 244 | $19.0K | 0.00% | +206+542.1% | Added |
| Nemes Rush Group LLC | 244 | $18.9K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 235 | $18.2K | 0.00% | +235 | New |
| Prosperity Bancshares Inc | 230 | $17.8K | 0.01% | +78+51.3% | Added |
| Basecamp Wealth Advisors LLC | 221 | $17.1K | 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 |
| Farmers & Merchants Investments Inc | 206 | $16.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 200 | $15.5K | 0.01% | +200 | New |
| Sound Income Strategies, LLC | 197 | $15.4K | 0.00% | −146−42.6% | Reduced |
| Fortitude Family Office, LLC | 191 | $14.8K | 0.00% | +17+9.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 184 | $14.3K | 0.00% | +184 | New |
| GW&K Investment Management, LLC | 182 | $14.0K | 0.00% | −8−4.2% | Reduced |
| First Pacific Financial | 177 | $13.7K | 0.00% | +10+6.0% | Added |
| LRI Investments, LLC | 176 | $13.7K | 0.00% | +176 | New |
| Holos Integrated Wealth LLC | 168 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 168 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 163 | $13.0K | 0.01% | −967−85.6% | Reduced |
| Atlantic Union Bankshares Corp | 162 | $12.6K | 0.00% | −225−58.1% | Reduced |
| Atwood & Palmer Inc | 160 | $12.4K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 156 | $12.1K | 0.00% | +156 | New |
| First Command Advisory Services, Inc. | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 147 | $11.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 145 | $11.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 138 | $10.7K | 0.00% | −121−46.7% | Reduced |
| EFG International AG | 133 | $10.3K | 0.00% | +133 | New |
| MCF Advisors LLC | 132 | $10.2K | 0.00% | +132 | New |
| Private Wealth Asset Management, LLC | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 127 | $9.85K | 0.00% | +127 | New |
| Aspect Partners, LLC | 126 | $9.78K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 131 | $9.74K | 0.00% | +40+44.0% | Added |
| True Wealth Design, LLC | 124 | $9.62K | 0.00% | +4+3.3% | Added |
| 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 |
| Center for Financial Planning, Inc. | 122 | $9.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 121 | $9.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 117 | $9.08K | 0.00% | −32−21.5% | Reduced |
| Cornerstone Financial Management LLC | 111 | $8.61K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 104 | $8.07K | 0.00% | −88−45.8% | Reduced |
| Avion Wealth | 106 | $8.00K | 0.00% | +7+7.1% | Added |
| Strategic Wealth Partners, Ltd. | 100 | $7.76K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 92 | $7.14K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 91 | $7.06K | 0.00% | 00.0% | Unchanged |