Skip to main content

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
MCF Advisors LLC––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Aspect Partners, LLC––––Not filed
Center for Financial Planning, Inc.––––Not filed
Compass Financial Management LLC––––Not filed
First National Bank––––Not filed
EFG International AG––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Lazard Asset Management LLC––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
Southern Michigan Bank & Trust––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Sachetta, LLC––––Not filed
Rosenberg Matthew Hamilton––––Not filed
Rialto Wealth Management, LLC––––Not filed
Lodestone Wealth Management LLC––––Not filed
Bogart Wealth, LLC––––Not filed
Alerus Financial NA––––Not filed
Ameriflex Group, Inc.––––Not filed
Robinswood Financial LLC––––Not filed
North Star Investment Management Corp.––––Not filed
Clal Insurance Enterprises Holdings Ltd––––Not filed
Fairman Group, LLC––––Not filed
Principia Wealth Advisory, LLC––––Not filed
City State Bank––––Not filed
Bell Investment Advisors, Inc––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Financial Consulate, Inc––––Not filed
Glen Eagle Advisors, LLC––––Not filed
South State Corp.––––Not filed
IMG Wealth Management, Inc.––––Not filed
Birchbrook, Inc.––––Not filed
Synergy Investment Management, LLC––––Not filed
Financial Management Professionals, Inc.––––Not filed
Highline Wealth Partners LLC––––Not filed
TD Capital Management LLC––––Not filed
SBI Securities Co., Ltd.––––Not filed
Fulcrum Asset Management LLP––––Not filed
Bay Harbor Wealth Management, LLC––––Not filed
Central Trust Co––––Not filed
Cape Investment Advisory, Inc.––––Not filed
Hughes Financial Services, LLC––––Not filed
Boyd Watterson Asset Management LLC––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Burk Holdings LLC––––Not filed
Wilkerson Advisory Group LLC––––Not filed
American National Bank––––Not filed
ZRC Wealth Management, LLC––––Not filed
SHP Wealth Management––––Not filed
Main Street Group, LTD––––Not filed
Creative Capital Management Investments LLC––––Not filed
S&T Bank––––Not filed
LifeSteps Financial, Inc.––––Not filed
Key Capital Management, INC––––Not filed
Monetary Solutions, Ltd––––Not filed
Dunhill Financial, LLC––––Not filed
J.Safra Asset Management Corp––––Not filed
Millstone Evans Group, LLC––––Not filed
Lloyd Advisory Services, LLC.––––Not filed
Johnson Financial Group, Inc.––––Not filed
Penserra Capital Management LLC––––Not filed
Private Wealth Management Group, LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
Fortis Group Advisors, LLC––––Not filed
Community Financial Services Group, LLC––––Not filed
Sunrise Financial Services, LLC––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
HFM Investment Advisors, LLC––––Not filed
Arlington Trust Co LLC––––Not filed
WestEnd Advisors, LLC––––Not filed
Marquette Asset Management, LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
Golden State Wealth Management, LLC––––Not filed
Tidemark, LLC––––Not filed
1015 Capital Partners, LLC––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
Anchor Investment Management, LLC––––Not filed
WPG Advisers, LLC––––Not filed
Valued Wealth Advisors LLC––––Not filed
American Capital Advisory, LLC––––Not filed
Davis Capital Management––––Not filed
Valley National Advisers Inc––––Not filed
Webster Bank, N. A.––––Not filed
NVWM, LLC––––Not filed
Wolff Wiese Magana LLC––––Not filed
Rakuten Securities, Inc.––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Elequin Capital LP––––Not filed
Orion Capital Management LLC––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
Signature Equity Partners, LLC––––Not filed
Quaker Wealth Management, LLC––––Not filed
Evolution Wealth Management Inc.––––Not filed
Kozak & Associates, Inc.––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed