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, 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
- 9
- 0 vs. Q2 2026
- Shares held
- 39.1K
- −1.15K (−2.9%) vs. Q2 2026
- Total value
- $2.47M
- −$611.7K (−19.9%) vs. Q2 2026
- New holders
- 1
- 1 more added
- Sold out
- 1
- 4 more reduced
812 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.
| 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, Q3 2026
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | – | – | – | – | Not filed |
| Key Financial Inc | – | – | – | – | Not filed |
| Motco | – | – | – | – | Not filed |
| Strengthening Families & Communities, LLC | – | – | – | – | Not filed |
| Seneschal Advisors, LLC | – | – | – | – | Not filed |
| ROSS\JOHNSON & Associates LLC | – | – | – | – | Not filed |
| Kingdom Financial Group LLC. | – | – | – | – | Not filed |
| Activest Wealth Management | – | – | – | – | Not filed |
| Redwood Park Advisors LLC | – | – | – | – | Not filed |
| Godfrey Financial Associates, Inc. | – | – | – | – | Not filed |
| DecisionPoint Financial, LLC | – | – | – | – | Not filed |
| JPL Wealth Management, LLC | – | – | – | – | Not filed |
| Halbert Hargrove Global Advisors, LLC | – | – | – | – | Not filed |
| Mascoma Wealth Management LLC | – | – | – | – | Not filed |
| Trifecta Capital Advisors, LLC | – | – | – | – | Not filed |
| TFC Financial Management | – | – | – | – | Not filed |
| Maryland Capital Advisors Inc. | – | – | – | – | Not filed |
| Medallion Wealth Advisors, LLC | – | – | – | – | Not filed |
| Highland Investment Advisors LLC | – | – | – | – | Not filed |
| Abound Wealth Management | – | – | – | – | Not filed |
| Ogorek Anthony Joseph | – | – | – | – | Not filed |
| Navigoe, LLC | – | – | – | – | Not filed |