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, Q2 2026
Institutional positions in CMS Energy Corp as of Jun 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
- Institutional holders
- 821
- +25 vs. Q1 2026
- Shares held
- 315.4M
- +18.3M (+6.1%) vs. Q1 2026
- Total value
- $24.2B
- +$1.11B (+4.8%) vs. Q1 2026
- New holders
- 106
- 337 more added
- Sold out
- 81
- 241 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2026
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robinswood Financial LLC | 81 | $6.26K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 84 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 84 | $6.43K | 0.00% | +78+1,300.0% | Added |
| Bogart Wealth, LLC | 86 | $6.58K | 0.00% | +67+352.6% | Added |
| Lodestone Wealth Management LLC | 87 | $6.66K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 92 | $7.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 92 | $7.04K | 0.00% | +39+73.6% | Added |
| Sachetta, LLC | 95 | $7.27K | 0.00% | +4+4.4% | Added |
| Strategic Wealth Partners, Ltd. | 100 | $7.65K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 100 | $7.65K | 0.00% | +100 | New |
| Tounjian Advisory Partners, LLC | 101 | $7.71K | 0.00% | −15,525−99.4% | Reduced |
| Prestige Wealth Management Group LLC | 102 | $7.80K | 0.00% | −19−15.7% | Reduced |
| Lazard Asset Management LLC | 111 | $8.49K | 0.00% | −8,273−98.7% | Reduced |
| Geneos Wealth Management Inc. | 117 | $8.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 121 | $8.96K | 0.00% | −10−7.6% | Reduced |
| JFS Wealth Advisors, LLC | 119 | $9.10K | 0.00% | +15+14.4% | Added |
| EFG International AG | 120 | $9.18K | 0.00% | −13−9.8% | Reduced |
| First National Bank | 121 | $9.26K | 0.00% | +121 | New |
| Compass Financial Management LLC | 128 | $9.32K | 0.00% | +128 | New |
| Center for Financial Planning, Inc. | 122 | $9.37K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 126 | $9.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 129 | $9.87K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 129 | $9.87K | 0.00% | +6+4.9% | Added |
| MCF Advisors LLC | 132 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 139 | $10.6K | 0.01% | +28+25.2% | Added |
| Bare Financial Services, Inc | 141 | $10.8K | 0.00% | +91+182.0% | Added |
| Marshall Investment Management, LLC | 141 | $10.8K | 0.00% | +141 | New |
| DT Investment Partners, LLC | 145 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 147 | $11.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 147 | $11.2K | 0.00% | +147 | New |
| Aventus Investment Advisors, Inc. | 149 | $11.4K | 0.01% | +149 | New |
| First Command Advisory Services, Inc. | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 163 | $12.0K | 0.00% | +57+53.8% | Added |
| Atlantic Union Bankshares Corp | 158 | $12.1K | 0.00% | −4−2.5% | Reduced |
| Atwood & Palmer Inc | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 160 | $12.2K | 0.01% | +70+77.8% | Added |
| Bangor Savings Bank | 168 | $12.9K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 168 | $12.9K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 170 | $13.0K | 0.00% | −7−4.0% | Reduced |
| West Paces Advisors Inc. | 170 | $13.0K | 0.00% | +170 | New |
| Atlantic Trust, LLC | 173 | $13.2K | 0.00% | +173 | New |
| GW&K Investment Management, LLC | 185 | $14.0K | 0.00% | +3+1.6% | Added |
| LRI Investments, LLC | 191 | $14.6K | 0.00% | +15+8.5% | Added |
| Keating Financial Advisory Services, Inc. | 191 | $14.6K | 0.00% | +68+55.3% | Added |
| Fortitude Family Office, LLC | 195 | $14.9K | 0.00% | +4+2.1% | Added |
| TSFG, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 206 | $15.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 203 | $16.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 221 | $16.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 242 | $18.5K | 0.00% | −14−5.5% | Reduced |
| Prosperity Bancshares Inc | 242 | $18.5K | 0.01% | +12+5.2% | Added |
| Nemes Rush Group LLC | 244 | $18.7K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 246 | $18.8K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 255 | $19.5K | 0.00% | +255 | New |
| Whittier Trust Co of Nevada Inc | 257 | $19.8K | 0.00% | −2,791−91.6% | Reduced |
| Salomon & Ludwin, LLC | 263 | $20.0K | 0.00% | −18−6.4% | Reduced |
| Harbor Investment Advisory, LLC | 283 | $21.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 284 | $21.7K | 0.00% | +40+16.4% | Added |
| JNBA Financial Advisors | 300 | $22.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $22.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 326 | $24.9K | 0.00% | +7+2.2% | Added |
| Kilter Group LLC | 341 | $26.1K | 0.01% | +299+711.9% | Added |
| HM Payson & Co | 356 | $27.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 371 | $28.4K | 0.01% | +15+4.2% | Added |
| Front Row Advisors LLC | 420 | $29.2K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 391 | $29.9K | 0.02% | +391 | New |
| Heritage Wealth Advisors | 400 | $30.6K | 0.00% | −576−59.0% | Reduced |
| St Germain D J Co Inc | 413 | $31.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 413 | $31.6K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 417 | $32.0K | 0.00% | −857−67.3% | Reduced |
| NBC Securities, Inc. | 420 | $32.1K | 0.00% | −34−7.5% | Reduced |
| Trust Co of Vermont | 427 | $32.7K | 0.00% | +427 | New |
| BankPlus Trust Department | 430 | $32.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 436 | $33.4K | 0.00% | +51+13.2% | Added |
| MidFirst Bank | 438 | $33.5K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 451 | $34.5K | 0.00% | +451 | New |
| Ares Financial Consulting, LLC | 453 | $34.7K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 470 | $36.0K | 0.03% | +7+1.5% | Added |
| Dorato Capital Management | 525 | $39.6K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 526 | $40.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 526 | $40.2K | 0.01% | +402+324.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 539 | $41.2K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 558 | $42.7K | 0.00% | +558 | New |
| UMA Financial Services, Inc. | 574 | $43.9K | 0.01% | +21+3.8% | Added |
| Covestor Ltd | 588 | $45.0K | 0.03% | +425+260.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $47.4K | 0.01% | +250+67.6% | Added |
| Bayforest Capital Ltd | 644 | $49.3K | 0.05% | +644 | New |
| Richardson Financial Services Inc. | 660 | $50.5K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 685 | $52.4K | 0.00% | −426−38.3% | Reduced |
| Action Point Financial Planning, LLC | 700 | $53.2K | 0.01% | +700 | New |
| Deseret Mutual Benefit Administrators | 764 | $58.4K | 0.02% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 795 | $60.8K | 0.00% | −399−33.4% | Reduced |
| Robbins Farley LLC | 800 | $61.2K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 805 | $61.6K | 0.00% | +805 | New |
| Salem Investment Counselors Inc | 810 | $62.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 822 | $62.9K | 0.00% | +17+2.1% | Added |
| Onefund, LLC | 843 | $64.5K | 0.04% | +6+0.7% | Added |
| IFG Advisory, LLC | 872 | $66.7K | 0.00% | +872 | New |
| Umb Bank N A | 875 | $66.9K | 0.00% | +86+10.9% | Added |