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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 895 | $68.5K | 0.03% | −55−5.8% | Reduced |
| Bernard Wealth Management Corp. | 962 | $73.6K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 970 | $74.2K | 0.03% | +27+2.9% | Added |
| IFP Advisors, Inc | 976 | $74.7K | 0.00% | +106+12.2% | Added |
| Ostrum Asset Management | 980 | $75.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,072 | $82.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $83.2K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,100 | $84.2K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 1,098 | $84.5K | 0.07% | +8+0.7% | Added |
| Cranbrook Wealth Management, LLC | 1,113 | $85.1K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 1,140 | $87.2K | 0.00% | +1,140 | New |
| Bruce G. Allen Investments, LLC | 1,177 | $90.0K | 0.06% | −126−9.7% | Reduced |
| Quent Capital, LLC | 1,185 | $90.6K | 0.01% | +203+20.7% | Added |
| Spire Wealth Management | 1,196 | $91.5K | 0.00% | −8−0.7% | Reduced |
| CVA Family Office, LLC | 1,243 | $95.1K | 0.01% | −262−17.4% | Reduced |
| Simplex Trading, LLC | 1,285 | $98.3K | 0.00% | +181+16.4% | Added |
| SJS Investment Consulting Inc. | 1,303 | $99.7K | 0.01% | +555+74.2% | Added |
| FWL Investment Management, LLC | 1,350 | $103.3K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,363 | $104.3K | 0.00% | +97+7.7% | Added |
| First Financial Corp | 1,405 | $107.5K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,408 | $107.7K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,463 | $111.9K | 0.01% | +406+38.4% | Added |
| Caitlin John, LLC | 1,468 | $112.3K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,495 | $114.4K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,500 | $114.8K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,515 | $115.9K | 0.01% | +9+0.6% | Added |
| Acadian Asset Management LLC | 1,551 | $118.0K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 1,740 | $133.1K | 0.50% | +1,740 | New |
| Clear Street Markets LLC | 1,848 | $141.4K | 0.03% | +1,798+3,596.0% | Added |
| Crewe Advisors LLC | 2,010 | $153.8K | 0.01% | +105+5.5% | Added |
| Colonial Trust Co | 2,022 | $154.7K | 0.02% | −16−0.8% | Reduced |
| Whittier Trust Co | 2,034 | $155.2K | 0.00% | −6,305−75.6% | Reduced |
| Continuum Advisory, LLC | 2,282 | $174.6K | 0.01% | +2,282 | New |
| Private Trust Co NA | 2,585 | $197.8K | 0.02% | +979+61.0% | Added |
| Hexagon Capital Partners LLC | 2,626 | $200.9K | 0.03% | +2,626 | New |
| Ameritas Investment Partners, Inc. | 2,634 | $201.5K | 0.01% | −94−3.4% | Reduced |
| Ingalls & Snyder LLC | 2,636 | $202.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,646 | $202.4K | 0.05% | +123+4.9% | Added |
| Evergreen Capital Management LLC | 2,648 | $202.6K | 0.00% | +2,648 | New |
| NorthCrest Asset Manangement, LLC | 2,714 | $203.5K | 0.01% | +2,714 | New |
| Miller Financial Services LLC | 2,668 | $204.1K | 0.17% | +2,668 | New |
| Harbour Investments, Inc. | 2,674 | $204.6K | 0.00% | −1,540−36.5% | Reduced |
| Versant Capital Management, Inc | 2,680 | $205.0K | 0.02% | +436+19.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,700 | $206.6K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,707 | $207.1K | 0.06% | +2,707 | New |
| Prosperity Financial Group, Inc. | 2,712 | $207.5K | 0.06% | −82−2.9% | Reduced |
| Stock Yards Bank & Trust Co | 2,752 | $210.5K | 0.01% | −55−2.0% | Reduced |
| Pallas Capital Advisors LLC | 2,758 | $211.0K | 0.01% | −13−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,758 | $211.0K | 0.01% | +8+0.3% | Added |
| Larson Financial Group LLC | 2,759 | $211.1K | 0.01% | +730+36.0% | Added |
| Stonebrook Private Inc. | 2,765 | $211.5K | 0.04% | +2,765 | New |
| Sovereign Financial Group, Inc. | 2,818 | $215.6K | 0.03% | −5−0.2% | Reduced |
| 71 West Capital Partners | 2,823 | $216.0K | 0.01% | +2,823 | New |
| Ashton Thomas Private Wealth, LLC | 2,824 | $216.0K | 0.00% | +2,824 | New |
| Midwest Trust Co | 2,826 | $216.2K | 0.00% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,836 | $217.0K | 0.11% | +22+0.8% | Added |
| Savvy Advisors, Inc. | 2,854 | $218.3K | 0.00% | +2,854 | New |
| Cigna Investments Inc | 2,890 | $221.0K | 0.03% | +131+4.7% | Added |
| Secure Asset Management, LLC | 2,906 | $222.3K | 0.03% | +2,906 | New |
| Bradley Foster & Sargent Inc | 2,950 | $225.7K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,951 | $225.8K | 0.00% | +154+5.5% | Added |
| Jump Financial, LLC | 2,958 | $226.3K | 0.00% | −1,374−31.7% | Reduced |
| Longboard Asset Management, LP | 2,982 | $228.1K | 3.82% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,000 | $229.5K | 0.04% | 00.0% | Unchanged |
| DV Trading LLC | 3,000 | $229.5K | 0.02% | +200+7.1% | Added |
| Spartan Wealth Advisory Services LLC | 3,024 | $231.3K | 0.02% | −13−0.4% | Reduced |
| Bull Harbor Capital LLC | 3,031 | $231.9K | 0.05% | +3,031 | New |
| Journey Advisory Group, LLC | 3,050 | $233.3K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,054 | $233.6K | 0.00% | +3,054 | New |
| Horizon Investment Services, LLC | 3,089 | $236.3K | 0.07% | +181+6.2% | Added |
| Warren Averett Asset Management, LLC | 3,096 | $236.8K | 0.00% | −391−11.2% | Reduced |
| Chicago Trust Co NA | 3,100 | $237.2K | 0.03% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,135 | $239.8K | 0.00% | +3,135 | New |
| Bollard Group LLC | 3,156 | $241.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,155 | $241.4K | 0.02% | +358+12.8% | Added |
| Gen-Wealth Partners Inc | 3,179 | $243.2K | 0.07% | 00.0% | Unchanged |
| Marex Group plc | 3,182 | $243.4K | 0.00% | +3,182 | New |
| TD Waterhouse Canada Inc. | 3,227 | $245.0K | 0.00% | −17,175−84.2% | Reduced |
| Quarry LP | 3,231 | $247.2K | 0.04% | −454−12.3% | Reduced |
| LVW Advisors, LLC | 3,244 | $248.2K | 0.02% | −2−0.1% | Reduced |
| Essex Savings Bank | 3,269 | $250.1K | 0.05% | +10.0% | Added |
| Summitry LLC | 3,303 | $252.7K | 0.01% | +3,303 | New |
| Vontobel Holding Ltd. | 3,315 | $253.6K | 0.00% | +194+6.2% | Added |
| Banco Santander, S.A. | 3,358 | $256.9K | 0.00% | +3,358 | New |
| Gsa Capital Partners LLP | 3,388 | $259.0K | 0.02% | +3,388 | New |
| Advisory Services Network, LLC | 3,388 | $259.2K | 0.00% | +460+15.7% | Added |
| Stiles Financial Services Inc | 3,396 | $259.8K | 0.07% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,400 | $260.1K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,417 | $261.4K | 0.00% | +458+15.5% | Added |
| Financial Strategies Group, Inc. | 3,614 | $262.0K | 0.04% | +24+0.7% | Added |
| Commerzbank Aktiengesellschaft | 3,450 | $264.0K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 3,470 | $265.5K | 0.02% | −432−11.1% | Reduced |
| VestGen Advisors, LLC | 3,483 | $266.4K | 0.01% | +229+7.0% | Added |
| Johnson Investment Counsel Inc | 3,510 | $268.5K | 0.00% | −16−0.5% | Reduced |
| Pointe Capital Management LLC | 3,515 | $268.9K | 0.12% | 00.0% | Unchanged |
| Tobam | 3,520 | $269.0K | 0.07% | −4,366−55.4% | Reduced |
| Tema ETFs LLC | 3,532 | $270.2K | 0.01% | +290+8.9% | Added |
| Kingsview Wealth Management, LLC | 3,537 | $270.6K | 0.00% | +3,537 | New |
| Brighton Jones LLC | 3,571 | $273.2K | 0.01% | +921+34.8% | Added |
| Massmutual Trust Co FSB | 3,593 | $274.9K | 0.01% | −23−0.6% | Reduced |