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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
Oakworth Capital, Inc.––––Not filed
Caitlin John, LLC––––Not filed
Manchester Capital Management LLC––––Not filed
Costello Asset Management, INC––––Not filed
First Financial Corp––––Not filed
TD Private Client Wealth LLC––––Not filed
FWL Investment Management, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Simplex Trading, LLC––––Not filed
CVA Family Office, LLC––––Not filed
Spire Wealth Management––––Not filed
Quent Capital, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Allianz SE––––Not filed
Cranbrook Wealth Management, LLC––––Not filed
RHL Group, LLC––––Not filed
Montag A & Associates Inc––––Not filed
Caldwell Trust Co––––Not filed
Grove Bank & Trust––––Not filed
Ostrum Asset Management––––Not filed
IFP Advisors, Inc––––Not filed
Cromwell Holdings LLC––––Not filed
Bernard Wealth Management Corp.––––Not filed
Caldwell Sutter Capital, Inc.––––Not filed
Umb Bank N A––––Not filed
IFG Advisory, LLC––––Not filed
Onefund, LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Salem Investment Counselors Inc––––Not filed
Leonteq Securities AG––––Not filed
Robbins Farley LLC––––Not filed
Dixon Mitchell Investment Counsel Inc.––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
Action Point Financial Planning, LLC––––Not filed
Optiver Holding B.V.––––Not filed
Richardson Financial Services Inc.––––Not filed
Bayforest Capital Ltd––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Covestor Ltd––––Not filed
UMA Financial Services, Inc.––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Mark Sheptoff Financial Planning, LLC––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
True Wealth Design, LLC––––Not filed
Dorato Capital Management––––Not filed
Quest 10 Wealth Builders, Inc.––––Not filed
Ares Financial Consulting, LLC––––Not filed
University of Texas/Texas Am Investment Managment Co––––Not filed
MidFirst Bank––––Not filed
First Horizon Corp––––Not filed
BankPlus Trust Department––––Not filed
Trust Co of Vermont––––Not filed
NBC Securities, Inc.––––Not filed
Harel Insurance Investments & Financial Services Ltd.––––Not filed
St Germain D J Co Inc––––Not filed
CNB Bank––––Not filed
Heritage Wealth Advisors––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Front Row Advisors LLC––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
HM Payson & Co––––Not filed
Kilter Group LLC––––Not filed
MV Capital Management, Inc.––––Not filed
JNBA Financial Advisors––––Not filed
Hilltop National Bank––––Not filed
Rossby Financial, LCC––––Not filed
Harbor Investment Advisory, LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Albion Financial Group––––Not filed
E Fund Management (Hong Kong) Co., Ltd.––––Not filed
Nemes Rush Group LLC––––Not filed
Prosperity Bancshares Inc––––Not filed
Westside Investment Management, Inc.––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Centerpoint Advisors, LLC––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Eastern Bank––––Not filed
TSFG, LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
LRI Investments, LLC––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
GW&K Investment Management, LLC––––Not filed
Atlantic Trust, LLC––––Not filed
First Pacific Financial––––Not filed
West Paces Advisors Inc.––––Not filed
Holos Integrated Wealth LLC––––Not filed
Bangor Savings Bank––––Not filed
Atwood & Palmer Inc––––Not filed
Essential Partners LLC––––Not filed
Atlantic Union Bankshares Corp––––Not filed
Avion Wealth––––Not filed
First Command Advisory Services, Inc.––––Not filed
Aventus Investment Advisors, Inc.––––Not filed
Ritter Daniher Financial Advisory LLC––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
DT Investment Partners, LLC––––Not filed
Bare Financial Services, Inc––––Not filed
Marshall Investment Management, LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed