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, Q2 2026
Institutional positions in CMS Energy Corp as of Jun 30, 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
- 821
- +25 vs. Q1 2026
- Shares held
- 315.4M
- +18.3M (+6.1%) vs. Q1 2026
- Total value
- $24.2B
- +$1.11B (+4.8%) vs. Q1 2026
- New holders
- 106
- 337 more added
- Sold out
- 81
- 241 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 4,077 | $311.9K | 0.02% | −124−3.0% | Reduced |
| Capital Investment Advisors, LLC | 4,014 | $307.1K | 0.00% | +41+1.0% | Added |
| Gradient Investments LLC | 4,010 | $306.8K | 0.00% | −20.0% | Reduced |
| Aprio Wealth Management, LLC | 3,948 | $302.0K | 0.01% | +461+13.2% | Added |
| Oslo Pensjonsforsikring AS | 3,918 | $299.7K | 0.03% | +1,037+36.0% | Added |
| Cresset Asset Management, LLC | 3,906 | $298.8K | 0.00% | +135+3.6% | Added |
| EntryPoint Capital, LLC | 3,893 | $297.8K | 0.07% | −8,804−69.3% | Reduced |
| Mattson Financial Services, LLC | 3,999 | $297.5K | 0.06% | 00.0% | Unchanged |
| CX Institutional | 3,884 | $297.0K | 0.01% | −326−7.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,845 | $294.1K | 0.00% | −1,057−21.6% | Reduced |
| CoreCap Advisors, LLC | 3,838 | $293.6K | 0.01% | +1,069+38.6% | Added |
| Stevens Capital Management LP | 3,815 | $292.0K | 0.07% | +3,815 | New |
| Trust Co of Toledo NA | 3,804 | $291.0K | 0.02% | +266+7.5% | Added |
| Aventura Private Wealth, LLC | 3,766 | $288.1K | 0.09% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,720 | $284.6K | 0.00% | +624+20.2% | Added |
| Daymark Wealth Partners, LLC | 3,658 | $279.9K | 0.01% | +208+6.0% | Added |
| Kestra Private Wealth Services, LLC | 3,657 | $279.8K | 0.00% | −939−20.4% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,644 | $278.8K | 0.07% | +316+9.5% | Added |
| Transcend Wealth Collective, LLC | 3,633 | $277.9K | 0.02% | +632+21.1% | Added |
| Evercore Wealth Management, LLC | 3,600 | $275.4K | 0.00% | +3,600 | New |
| Parallel Advisors, LLC | 3,595 | $275.1K | 0.00% | −506−12.3% | Reduced |
| Massmutual Trust Co FSB | 3,593 | $274.9K | 0.01% | −23−0.6% | Reduced |
| Brighton Jones LLC | 3,571 | $273.2K | 0.01% | +921+34.8% | Added |
| Kingsview Wealth Management, LLC | 3,537 | $270.6K | 0.00% | +3,537 | New |
| Tema ETFs LLC | 3,532 | $270.2K | 0.01% | +290+8.9% | Added |
| Tobam | 3,520 | $269.0K | 0.07% | −4,366−55.4% | Reduced |
| Pointe Capital Management LLC | 3,515 | $268.9K | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,510 | $268.5K | 0.00% | −16−0.5% | Reduced |
| VestGen Advisors, LLC | 3,483 | $266.4K | 0.01% | +229+7.0% | Added |
| Norden Group LLC | 3,470 | $265.5K | 0.02% | −432−11.1% | Reduced |
| Commerzbank Aktiengesellschaft | 3,450 | $264.0K | 0.01% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,614 | $262.0K | 0.04% | +24+0.7% | Added |
| We Are One Seven, LLC | 3,417 | $261.4K | 0.00% | +458+15.5% | Added |
| VeraBank, N.A. | 3,400 | $260.1K | 0.04% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,396 | $259.8K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,388 | $259.2K | 0.00% | +460+15.7% | Added |
| Gsa Capital Partners LLP | 3,388 | $259.0K | 0.02% | +3,388 | New |
| Banco Santander, S.A. | 3,358 | $256.9K | 0.00% | +3,358 | New |
| Vontobel Holding Ltd. | 3,315 | $253.6K | 0.00% | +194+6.2% | Added |
| Summitry LLC | 3,303 | $252.7K | 0.01% | +3,303 | New |
| Essex Savings Bank | 3,269 | $250.1K | 0.05% | +10.0% | Added |
| LVW Advisors, LLC | 3,244 | $248.2K | 0.02% | −2−0.1% | Reduced |
| Quarry LP | 3,231 | $247.2K | 0.04% | −454−12.3% | Reduced |
| TD Waterhouse Canada Inc. | 3,227 | $245.0K | 0.00% | −17,175−84.2% | Reduced |
| Marex Group plc | 3,182 | $243.4K | 0.00% | +3,182 | New |
| Gen-Wealth Partners Inc | 3,179 | $243.2K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,155 | $241.4K | 0.02% | +358+12.8% | Added |
| Bollard Group LLC | 3,156 | $241.0K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,135 | $239.8K | 0.00% | +3,135 | New |
| Chicago Trust Co NA | 3,100 | $237.2K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,096 | $236.8K | 0.00% | −391−11.2% | Reduced |
| Horizon Investment Services, LLC | 3,089 | $236.3K | 0.07% | +181+6.2% | Added |
| Welch & Forbes LLC | 3,054 | $233.6K | 0.00% | +3,054 | New |
| Journey Advisory Group, LLC | 3,050 | $233.3K | 0.02% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 3,031 | $231.9K | 0.05% | +3,031 | New |
| Spartan Wealth Advisory Services LLC | 3,024 | $231.3K | 0.02% | −13−0.4% | Reduced |
| SkyOak Wealth, LLC | 3,000 | $229.5K | 0.04% | 00.0% | Unchanged |
| DV Trading LLC | 3,000 | $229.5K | 0.02% | +200+7.1% | Added |
| Longboard Asset Management, LP | 2,982 | $228.1K | 3.82% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,958 | $226.3K | 0.00% | −1,374−31.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,951 | $225.8K | 0.00% | +154+5.5% | Added |
| Bradley Foster & Sargent Inc | 2,950 | $225.7K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,906 | $222.3K | 0.03% | +2,906 | New |
| Cigna Investments Inc | 2,890 | $221.0K | 0.03% | +131+4.7% | Added |
| Savvy Advisors, Inc. | 2,854 | $218.3K | 0.00% | +2,854 | New |
| Walker Asset Management, LLC | 2,836 | $217.0K | 0.11% | +22+0.8% | Added |
| Midwest Trust Co | 2,826 | $216.2K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,824 | $216.0K | 0.00% | +2,824 | New |
| 71 West Capital Partners | 2,823 | $216.0K | 0.01% | +2,823 | New |
| Sovereign Financial Group, Inc. | 2,818 | $215.6K | 0.03% | −5−0.2% | Reduced |
| Stonebrook Private Inc. | 2,765 | $211.5K | 0.04% | +2,765 | New |
| Larson Financial Group LLC | 2,759 | $211.1K | 0.01% | +730+36.0% | Added |
| Dorsey & Whitney Trust CO LLC | 2,758 | $211.0K | 0.01% | +8+0.3% | Added |
| Pallas Capital Advisors LLC | 2,758 | $211.0K | 0.01% | −13−0.5% | Reduced |
| Stock Yards Bank & Trust Co | 2,752 | $210.5K | 0.01% | −55−2.0% | Reduced |
| Prosperity Financial Group, Inc. | 2,712 | $207.5K | 0.06% | −82−2.9% | Reduced |
| West Family Investments, Inc. | 2,707 | $207.1K | 0.06% | +2,707 | New |
| Barnes Pettey Financial Advisors, LLC | 2,700 | $206.6K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,680 | $205.0K | 0.02% | +436+19.4% | Added |
| Harbour Investments, Inc. | 2,674 | $204.6K | 0.00% | −1,540−36.5% | Reduced |
| Miller Financial Services LLC | 2,668 | $204.1K | 0.17% | +2,668 | New |
| NorthCrest Asset Manangement, LLC | 2,714 | $203.5K | 0.01% | +2,714 | New |
| Evergreen Capital Management LLC | 2,648 | $202.6K | 0.00% | +2,648 | New |
| Virtus Investment Advisers, Inc. | 2,646 | $202.4K | 0.05% | +123+4.9% | Added |
| Ingalls & Snyder LLC | 2,636 | $202.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,634 | $201.5K | 0.01% | −94−3.4% | Reduced |
| Hexagon Capital Partners LLC | 2,626 | $200.9K | 0.03% | +2,626 | New |
| Private Trust Co NA | 2,585 | $197.8K | 0.02% | +979+61.0% | Added |
| Continuum Advisory, LLC | 2,282 | $174.6K | 0.01% | +2,282 | New |
| Whittier Trust Co | 2,034 | $155.2K | 0.00% | −6,305−75.6% | Reduced |
| Colonial Trust Co | 2,022 | $154.7K | 0.02% | −16−0.8% | Reduced |
| Crewe Advisors LLC | 2,010 | $153.8K | 0.01% | +105+5.5% | Added |
| Clear Street Markets LLC | 1,848 | $141.4K | 0.03% | +1,798+3,596.0% | Added |
| Harborfront Financial Group LLC | 1,740 | $133.1K | 0.50% | +1,740 | New |
| Acadian Asset Management LLC | 1,551 | $118.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,515 | $115.9K | 0.01% | +9+0.6% | Added |
| MeadowBrook Investment Advisors LLC | 1,500 | $114.8K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $114.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,468 | $112.3K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,463 | $111.9K | 0.01% | +406+38.4% | Added |