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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

13F holders, Q3 2026

Institutional positions in CMS Energy Corp as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
5
0 vs. Q2 2026
Shares held
10.7K
−973 (−8.4%) vs. Q2 2026
Total value
$672.5K
−$216.8K (−24.4%) vs. Q2 2026
New holders
1
1 more added
Sold out
1
2 more reduced

816 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value held
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2026.

Institutions holding CMS in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Profund Advisors LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Westwood Holdings Group Inc.––––Not filed
Prudential PLC––––Not filed
Merit Financial Group, LLC––––Not filed
MUFG Securities Americas Inc.––––Not filed
Sterling Capital Management LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Apollon Wealth Management, LLC––––Not filed
Finer Wealth Management, Inc.––––Not filed
North Dakota State Investment Board––––Not filed
Altfest L J & Co Inc––––Not filed
Ieq Capital, LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
Syon Capital LLC––––Not filed
Commerce Bank––––Not filed
Walleye Capital LLC––––Not filed
Wedmont Private Capital––––Not filed
Mirabella Financial Services LLP––––Not filed
Chicago Partners Investment Group LLC––––Not filed
NLB Skladi, upravljanje premozenja, d.o.o.––––Not filed
Foster & Motley Inc––––Not filed
Kentucky Retirement Systems Insurance Trust Fund––––Not filed
Securian Asset Management, Inc––––Not filed
Boit C F David––––Not filed
Moody National Bank Trust Division––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
Kera Capital Partners, Inc.––––Not filed
Signaturefd, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Segment Wealth Management, LLC––––Not filed
Crestwood Advisors Group LLC––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
MAI Capital Management––––Not filed
Amica Mutual Insurance Co––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
Savant Capital, LLC––––Not filed
Prospera Financial Services Inc––––Not filed
Callan Family Office, LLC––––Not filed
Aaron Wealth Advisors––––Not filed
Financial Advisors Network, Inc.––––Not filed
Ballentine Partners, LLC––––Not filed
Fulton Bank, N.A.––––Not filed
Acorn Wealth Advisors, LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
NewEdge Wealth, LLC––––Not filed
Advisory Alpha, LLC––––Not filed
Azimuth Capital Investment Management LLC––––Not filed
Accurate Wealth Management, LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Excelsior Advisor Network LLC––––Not filed
Armis Advisers, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Conning Inc.––––Not filed
Davenport & Co LLC––––Not filed
Havemeyer Place LP––––Not filed
Farringdon Capital, Ltd.––––Not filed
International Private Wealth Advisors LLC––––Not filed
QRG Capital Management, Inc.––––Not filed
TCG Advisory Services, LLC––––Not filed
Citizens Financial Group Inc––––Not filed
Camden Capital, LLC––––Not filed
TCW Group Inc––––Not filed
Argonautica Private Wealth Management, Inc––––Not filed
Strategy Asset Managers LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Belpointe Asset Management LLC––––Not filed
Chatham Capital Group, Inc.––––Not filed
Daniel Investment Group, Inc.––––Not filed
Level Four Advisory Services, LLC––––Not filed
D.A. Davidson & Co.––––Not filed
West Michigan Advisors, LLC––––Not filed
Samalin Investment Counsel, LLC––––Not filed
Inscription Capital, LLC––––Not filed
Everpar Advisors LLC––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Alpine Woods Capital Investors, LLC––––Not filed
Phillips Wealth Planners LLC––––Not filed
Rothschild Investment LLC––––Not filed
Moment Partners, LLC––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Oxler Private Wealth LLC––––Not filed
Evansbrook LLC––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Qtron Investments LLC––––Not filed
Allworth Financial LP––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Trust Co of the South––––Not filed
Moors & Cabot, Inc.––––Not filed
Pinnacle Wealth Management Group, Inc.––––Not filed
Edgestream Partners, L.P.––––Not filed
Carrera Capital Advisors––––Not filed
Sowell Financial Services LLC––––Not filed
Rehmann Capital Advisory Group––––Not filed
Ellevest, Inc.––––Not filed