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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.

Other share classesCMSACMSCCMSDCMS.PC

Q2 2026 vs. Q1 2026

How the institutions holding CMS Energy Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of CMS: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders8026821+25
Shares297.6M493.7K315.4M+18.3M (+6.1%)
Value$23.1B$38.3M$24.2B+$1.11B (+4.8%)

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (106)

Institutions that held CMS Energy Corp at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 106 by value.

Institutions new to CMS in Q2 2026
InstitutionSharesValue% of portfolio
Capital International Investors5,302,655$405.7M0.08%
Norges Bank4,837,123$370.0M0.04%
Cohen & Steers, Inc.1,315,142$100.6M0.16%
PFA Pension, Forsikringsaktieselskab1,241,557$95.0M0.24%
Thiel Macro LLC517,124$39.6M9.45%
Jupiter Topco LLC425,689$32.6M0.01%
Natixis140,376$10.7M0.05%
Marshall Wace, LLP137,065$10.5M0.01%
KLP Kapitalforvaltning AS131,800$10.1M0.03%
Capital International Inc106,968$8.18M0.06%
Aristeia Capital LLC52,200$3.99M0.06%
Flputnam Investment Management Co50,096$3.83M0.05%
Logan Capital Management Inc44,958$3.44M0.13%
Sivia Capital Partners, LLC33,148$2.54M0.31%
Jefferies Financial Group Inc.27,532$2.11M0.02%
IMC-Chicago, LLC26,820$2.05M0.02%
Capital Innovations LLC23,622$1.81M0.47%
Ilex Capital Partners (UK) LLP21,421$1.64M0.03%
Nykredit A/S17,941$1.37M0.01%
Cox Capital Mgt LLC17,289$1.32M0.74%
Global Retirement Partners, LLC12,710$972.3K0.01%
Dark Forest Capital Management LP12,125$927.6K0.06%
Blueshift Asset Management, LLC10,360$792.5K0.18%
Ieq Capital, LLC8,978$686.8K0.00%
EP Wealth Advisors, LLC7,454$570.2K0.00%
Havemeyer Place LP5,648$432.1K0.04%
Farringdon Capital, Ltd.5,598$428.2K0.21%
TCG Advisory Services, LLC5,461$417.8K0.01%
Argonautica Private Wealth Management, Inc5,187$396.8K0.10%
Daniel Investment Group, Inc.5,031$384.9K0.23%
Level Four Advisory Services, LLC5,017$383.8K0.01%
Everpar Advisors LLC4,903$375.1K0.11%
Qtron Investments LLC4,458$341.0K0.05%
Moors & Cabot, Inc.4,393$336.1K0.01%
Edgestream Partners, L.P.4,299$328.9K0.01%
Ellevest, Inc.4,134$316.3K0.04%
Baker Avenue Asset Management, LP4,123$315.4K0.01%
Diversify Advisory Services, LLC4,215$313.0K0.01%
AlphaCore Capital LLC4,086$312.5K0.01%
Stevens Capital Management LP3,815$292.0K0.07%
Evercore Wealth Management, LLC3,600$275.4K0.00%
Kingsview Wealth Management, LLC3,537$270.6K0.00%
Gsa Capital Partners LLP3,388$259.0K0.02%
Banco Santander, S.A.3,358$256.9K0.00%
Summitry LLC3,303$252.7K0.01%
Marex Group plc3,182$243.4K0.00%
Sagespring Wealth Partners, LLC3,135$239.8K0.00%
Welch & Forbes LLC3,054$233.6K0.00%
Bull Harbor Capital LLC3,031$231.9K0.05%
Secure Asset Management, LLC2,906$222.3K0.03%
Savvy Advisors, Inc.2,854$218.3K0.00%
Ashton Thomas Private Wealth, LLC2,824$216.0K0.00%
71 West Capital Partners2,823$216.0K0.01%
Stonebrook Private Inc.2,765$211.5K0.04%
West Family Investments, Inc.2,707$207.1K0.06%
Miller Financial Services LLC2,668$204.1K0.17%
NorthCrest Asset Manangement, LLC2,714$203.5K0.01%
Evergreen Capital Management LLC2,648$202.6K0.00%
Hexagon Capital Partners LLC2,626$200.9K0.03%
Continuum Advisory, LLC2,282$174.6K0.01%
Harborfront Financial Group LLC1,740$133.1K0.50%
Allianz SE1,140$87.2K0.00%
IFG Advisory, LLC872$66.7K0.00%
Leonteq Securities AG805$61.6K0.00%
Action Point Financial Planning, LLC700$53.2K0.01%
Bayforest Capital Ltd644$49.3K0.05%
Buck Wealth Strategies, LLC558$42.7K0.00%
University of Texas/Texas Am Investment Managment Co451$34.5K0.00%
Trust Co of Vermont427$32.7K0.00%
Silver Grove Financial Group, Inc.391$29.9K0.02%
Albion Financial Group255$19.5K0.00%
Atlantic Trust, LLC173$13.2K0.00%
West Paces Advisors Inc.170$13.0K0.00%
Aventus Investment Advisors, Inc.149$11.4K0.01%
Caitong International Asset Management Co., Ltd147$11.2K0.00%
Marshall Investment Management, LLC141$10.8K0.00%
Compass Financial Management LLC128$9.32K0.00%
First National Bank121$9.26K0.00%
Southern Michigan Bank & Trust100$7.65K0.00%
Fulcrum Asset Management LLP50$3.90K0.00%
Cape Investment Advisory, Inc.41$3.14K0.00%
Noble Wealth Management PBC39$2.98K0.00%
Creative Capital Management Investments LLC32$2.45K0.00%
LifeSteps Financial, Inc.31$2.37K0.00%
Millstone Evans Group, LLC29$2.22K0.00%
Planning Strategies Inc.24$1.84K0.00%
Fortis Group Advisors, LLC20$1.53K0.00%
Marquette Asset Management, LLC15$1.15K0.00%
Anchor Investment Management, LLC13$9950.00%
Valley National Advisers Inc10$7650.00%
Webster Bank, N. A.10$7650.00%
Financial Network Wealth Advisors LLC9$6890.00%
Evolution Wealth Management Inc.8$6120.00%
Kozak & Associates, Inc.8$6070.00%
BOK Financial Private Wealth, Inc.7$5360.00%
Motco6$4590.00%
Strengthening Families & Communities, LLC6$4590.00%
Activest Wealth Management4$3060.00%
JPL Wealth Management, LLC3$2300.00%
Halbert Hargrove Global Advisors, LLC3$2050.00%

Sold out (81)

Institutions that held CMS Energy Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of CMS in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Yaupon Capital Management LP452,563$35.1M
Brookfield Asset Management Inc.362,641$28.1M
Tortoise Capital Advisors, L.L.C.223,947$17.4M
Verbena Value LP219,500$17.0M
Man Group plc218,987$17.0M
Greenland Capital Management LP137,060$10.6M
Trexquant Investment LP133,399$10.3M
Caisse de Depot Et Placement du Quebec107,180$8.32M
Verition Fund Management LLC88,543$6.87M
Lombard Odier Asset Management (Europe) Ltd62,589$4.86M
Entropy Technologies, LP54,041$4.19M
Campbell & CO Investment Adviser LLC51,573$4.00M
CWM Advisors, LLC46,495$3.61M
Landscape Capital Management, L.L.C.38,722$3.00M
SummitTX Capital, L.P.35,643$2.77M
Bridgewater Associates, LP35,626$2.76M
Banque Pictet & Cie SA29,328$2.28M
Machina Capital S.A.S.21,558$1.67M
Blue Sparrow, LLC21,520$1.67M
XTX Topco Ltd20,624$1.60M
Oak Thistle LLC20,567$1.60M
LeClair Wealth Partners LLC20,073$1.56M
Robeco Institutional Asset Management B.V.18,972$1.47M
DRW Securities, LLC17,290$1.34M
Equitable Holdings, Inc.17,143$1.33M
WBI Investments14,651$1.14M
LMR Partners LLP11,666$905.0K
Lombard Odier Asset Management (Switzerland) SA9,591$744.1K
Voleon Capital Management LP7,403$574.3K
Evolve Private Wealth, LLC6,523$506.1K
Engineers Gate Manager LP6,405$496.9K
GTS Securities LLC6,222$482.7K
Wedge Capital Management L L P4,853$376.5K
Aster Capital Management (DIFC) Ltd4,744$356.3K
Boothbay Fund Management, LLC4,307$334.1K
Panagora Asset Management Inc4,211$326.7K
Bridgefront Capital, LLC3,470$269.2K
Corecam AG3,361$259.5K
Livforsakringsbolaget Skandia, Omsesidigt3,079$238.9K
Patton Fund Management, Inc.3,051$236.7K
Florida Financial Advisors, LLC2,995$232.3K
IHT Wealth Management, LLC2,982$231.4K
PCM Encore, LLC2,819$218.7K
Drive Wealth Management, LLC2,805$217.6K
Atlas Legacy Advisors, LLC2,794$216.6K
Collaborative Fund Advisors, LLC2,742$212.7K
Independent Advisor Alliance2,734$212.1K
Tiaa-Cref Individual & Institutional Services, LLC2,636$204.5K
First Citizens Bank & Trust Co2,630$204.0K
Caxton Associates LLP2,595$201.3K
Trust Co1,236$95.9K
Root Financial Partners, LLC764$59.3K
Global Assets Advisory, LLC727$56.4K
Protective Life Corp420$32.6K
Ancora Advisors, LLC406$31.5K
Scarborough Advisors, LLC403$31.3K
TIAA Wealth Investment Management LLC235$18.2K
Wall Street Financial Group, Inc.200$15.5K
Sound Income Strategies, LLC197$15.4K
Twin Peaks Wealth Advisors, LLC184$14.3K
Golden State Equity Partners156$12.1K
Operose Advisors LLC127$9.85K
Contravisory Investment Management, Inc.76$5.90K
Whipplewood Advisors, LLC66$5.12K
HighMark Wealth Management LLC63$4.89K
Clayton Financial Group LLC53$4.11K
RMG Wealth Management LLC54$3.95K
Bard Associates Inc35$2.72K
Legacy Wealth Managment, LLC29$2.25K
Annis Gardner Whiting Capital Advisors, LLC28$2.17K
RWM Asset Management, LLC25$1.94K
Vermillion Wealth Management, Inc.21$1.63K
MJT & Associates Financial Advisory Group, Inc.20$1.55K
Investors Research Corp19$1.47K
Clark Wealth Partners16$1.24K
Portus Wealth Advisors, LLC15$1.16K
TopTier Wealth Management, LLC9$698
Kayne Anderson Rudnick Investment Management LLC8$621
Nvest Wealth Strategies, Inc.5$388
Curio Wealth, LLC3$233
Napier Financial, LLC1$78

Not filed for Q2 2026 yet (6)

Institutions that held CMS Energy Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMS in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC434,950$33.7M
CWM, LLC21,594$1.68M
Skopos Labs, Inc.17,138$1.33M
Millington Securities, LLC14,651$1.14M
Journey Strategic Wealth LLC5,292$410.6K
Sunbelt Securities, Inc.77$5.97K