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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
Baker Avenue Asset Management, LP––––Not filed
Clearstead Advisors, LLC––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
Capital Investment Advisors, LLC––––Not filed
Gradient Investments LLC––––Not filed
Aprio Wealth Management, LLC––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Cresset Asset Management, LLC––––Not filed
EntryPoint Capital, LLC––––Not filed
Mattson Financial Services, LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed
Stevens Capital Management LP––––Not filed
Trust Co of Toledo NA––––Not filed
Aventura Private Wealth, LLC––––Not filed
Perigon Wealth Management, LLC––––Not filed
Daymark Wealth Partners, LLC––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Henrickson Nauta Wealth Advisors, Inc.––––Not filed
Transcend Wealth Collective, LLC––––Not filed
Evercore Wealth Management, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Massmutual Trust Co FSB––––Not filed
Brighton Jones LLC––––Not filed
Kingsview Wealth Management, LLC––––Not filed
Tema ETFs LLC––––Not filed
Tobam––––Not filed
Pointe Capital Management LLC––––Not filed
Johnson Investment Counsel Inc––––Not filed
VestGen Advisors, LLC––––Not filed
Norden Group LLC––––Not filed
Commerzbank Aktiengesellschaft––––Not filed
Financial Strategies Group, Inc.––––Not filed
We Are One Seven, LLC––––Not filed
VeraBank, N.A.––––Not filed
Stiles Financial Services Inc––––Not filed
Advisory Services Network, LLC––––Not filed
Gsa Capital Partners LLP––––Not filed
Banco Santander, S.A.––––Not filed
Vontobel Holding Ltd.––––Not filed
Summitry LLC––––Not filed
Essex Savings Bank––––Not filed
LVW Advisors, LLC––––Not filed
Quarry LP––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Marex Group plc––––Not filed
Gen-Wealth Partners Inc––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Bollard Group LLC––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Chicago Trust Co NA––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Horizon Investment Services, LLC––––Not filed
Welch & Forbes LLC––––Not filed
Journey Advisory Group, LLC––––Not filed
Bull Harbor Capital LLC––––Not filed
Spartan Wealth Advisory Services LLC––––Not filed
DV Trading LLC––––Not filed
SkyOak Wealth, LLC––––Not filed
Longboard Asset Management, LP––––Not filed
Jump Financial, LLC––––Not filed
Resources Investment Advisors, LLC.––––Not filed
Bradley Foster & Sargent Inc––––Not filed
Secure Asset Management, LLC––––Not filed
Cigna Investments Inc––––Not filed
Savvy Advisors, Inc.––––Not filed
Walker Asset Management, LLC––––Not filed
Midwest Trust Co––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
71 West Capital Partners––––Not filed
Sovereign Financial Group, Inc.––––Not filed
Stonebrook Private Inc.––––Not filed
Larson Financial Group LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Pallas Capital Advisors LLC––––Not filed
Stock Yards Bank & Trust Co––––Not filed
Prosperity Financial Group, Inc.––––Not filed
West Family Investments, Inc.––––Not filed
Barnes Pettey Financial Advisors, LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Miller Financial Services LLC––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
Evergreen Capital Management LLC––––Not filed
Virtus Investment Advisers, Inc.––––Not filed
Ingalls & Snyder LLC––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Hexagon Capital Partners LLC––––Not filed
Private Trust Co NA––––Not filed
Continuum Advisory, LLC––––Not filed
Whittier Trust Co––––Not filed
Colonial Trust Co––––Not filed
Crewe Advisors LLC––––Not filed
Clear Street Markets LLC––––Not filed
Harborfront Financial Group LLC––––Not filed
Acadian Asset Management LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
MeadowBrook Investment Advisors LLC––––Not filed