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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 3,595 | $275.1K | 0.00% | −506−12.3% | Reduced |
| Evercore Wealth Management, LLC | 3,600 | $275.4K | 0.00% | +3,600 | New |
| Transcend Wealth Collective, LLC | 3,633 | $277.9K | 0.02% | +632+21.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,644 | $278.8K | 0.07% | +316+9.5% | Added |
| Kestra Private Wealth Services, LLC | 3,657 | $279.8K | 0.00% | −939−20.4% | Reduced |
| Daymark Wealth Partners, LLC | 3,658 | $279.9K | 0.01% | +208+6.0% | Added |
| Perigon Wealth Management, LLC | 3,720 | $284.6K | 0.00% | +624+20.2% | Added |
| Aventura Private Wealth, LLC | 3,766 | $288.1K | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,804 | $291.0K | 0.02% | +266+7.5% | Added |
| Stevens Capital Management LP | 3,815 | $292.0K | 0.07% | +3,815 | New |
| CoreCap Advisors, LLC | 3,838 | $293.6K | 0.01% | +1,069+38.6% | Added |
| Ronald Blue Trust, Inc. | 3,845 | $294.1K | 0.00% | −1,057−21.6% | Reduced |
| CX Institutional | 3,884 | $297.0K | 0.01% | −326−7.7% | Reduced |
| Mattson Financial Services, LLC | 3,999 | $297.5K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,893 | $297.8K | 0.07% | −8,804−69.3% | Reduced |
| Cresset Asset Management, LLC | 3,906 | $298.8K | 0.00% | +135+3.6% | Added |
| Oslo Pensjonsforsikring AS | 3,918 | $299.7K | 0.03% | +1,037+36.0% | Added |
| Aprio Wealth Management, LLC | 3,948 | $302.0K | 0.01% | +461+13.2% | Added |
| Gradient Investments LLC | 4,010 | $306.8K | 0.00% | −20.0% | Reduced |
| Capital Investment Advisors, LLC | 4,014 | $307.1K | 0.00% | +41+1.0% | Added |
| Zions Bancorporation, National Association | 4,077 | $311.9K | 0.02% | −124−3.0% | Reduced |
| AlphaCore Capital LLC | 4,086 | $312.5K | 0.01% | +4,086 | New |
| Diversify Wealth Management, LLC | 4,215 | $313.0K | 0.01% | +932+28.4% | Added |
| Diversify Advisory Services, LLC | 4,215 | $313.0K | 0.01% | +4,215 | New |
| Clearstead Advisors, LLC | 4,123 | $315.4K | 0.00% | +1,866+82.7% | Added |
| Baker Avenue Asset Management, LP | 4,123 | $315.4K | 0.01% | +4,123 | New |
| Ellevest, Inc. | 4,134 | $316.3K | 0.04% | +4,134 | New |
| Rehmann Capital Advisory Group | 4,148 | $317.4K | 0.01% | −612−12.9% | Reduced |
| Sowell Financial Services LLC | 4,215 | $322.4K | 0.01% | −627−12.9% | Reduced |
| Carrera Capital Advisors | 4,273 | $326.9K | 0.05% | −20−0.5% | Reduced |
| Edgestream Partners, L.P. | 4,299 | $328.9K | 0.01% | +4,299 | New |
| Pinnacle Wealth Management Group, Inc. | 4,345 | $332.4K | 0.16% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,393 | $336.1K | 0.01% | +4,393 | New |
| Trust Co of the South | 4,404 | $336.9K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,422 | $338.3K | 0.01% | −505−10.2% | Reduced |
| Allworth Financial LP | 4,453 | $340.7K | 0.00% | +768+20.8% | Added |
| Qtron Investments LLC | 4,458 | $341.0K | 0.05% | +4,458 | New |
| Procyon Private Wealth Partners, LLC | 4,466 | $341.6K | 0.01% | −3−0.1% | Reduced |
| Evansbrook LLC | 4,499 | $344.2K | 0.21% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 4,503 | $344.4K | 0.10% | +26+0.6% | Added |
| Concurrent Investment Advisors, LLC | 4,551 | $348.1K | 0.00% | +1,253+38.0% | Added |
| Moment Partners, LLC | 4,579 | $350.3K | 0.06% | +358+8.5% | Added |
| Rothschild Investment LLC | 4,652 | $355.9K | 0.01% | +2,697+138.0% | Added |
| Phillips Wealth Planners LLC | 4,636 | $357.1K | 0.26% | +1,183+34.3% | Added |
| Alpine Woods Capital Investors, LLC | 4,750 | $363.4K | 0.08% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4,849 | $371.0K | 0.10% | −5,052−51.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,850 | $371.0K | 0.01% | −245−4.8% | Reduced |
| Everpar Advisors LLC | 4,903 | $375.1K | 0.11% | +4,903 | New |
| Inscription Capital, LLC | 4,922 | $376.5K | 0.03% | +505+11.4% | Added |
| Samalin Investment Counsel, LLC | 4,948 | $378.5K | 0.12% | +15+0.3% | Added |
| West Michigan Advisors, LLC | 4,962 | $379.6K | 0.07% | +2,069+71.5% | Added |
| D.A. Davidson & Co. | 4,989 | $381.7K | 0.00% | −11−0.2% | Reduced |
| Silverleafe Capital Partners, LLC | 5,000 | $382.5K | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,017 | $383.8K | 0.01% | +5,017 | New |
| Daniel Investment Group, Inc. | 5,031 | $384.9K | 0.23% | +5,031 | New |
| Chatham Capital Group, Inc. | 5,032 | $384.9K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,074 | $388.2K | 0.01% | −15−0.3% | Reduced |
| Farther Finance Advisors, LLC | 5,072 | $388.6K | 0.00% | −303−5.6% | Reduced |
| Strategy Asset Managers LLC | 5,157 | $394.5K | 0.06% | −231−4.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,187 | $396.8K | 0.10% | +5,187 | New |
| TCW Group Inc | 5,189 | $397.0K | 0.00% | +261+5.3% | Added |
| Camden Capital, LLC | 5,266 | $402.9K | 0.02% | +2,304+77.8% | Added |
| Citizens Financial Group Inc | 5,409 | $413.8K | 0.00% | +2,795+106.9% | Added |
| TCG Advisory Services, LLC | 5,461 | $417.8K | 0.01% | +5,461 | New |
| QRG Capital Management, Inc. | 5,492 | $420.2K | 0.00% | +482+9.6% | Added |
| International Private Wealth Advisors LLC | 5,549 | $424.5K | 0.22% | +852+18.1% | Added |
| Farringdon Capital, Ltd. | 5,598 | $428.2K | 0.21% | +5,598 | New |
| Havemeyer Place LP | 5,648 | $432.1K | 0.04% | +5,648 | New |
| Davenport & Co LLC | 5,659 | $432.9K | 0.00% | +542+10.6% | Added |
| Conning Inc. | 5,661 | $433.1K | 0.01% | −187−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,699 | $436.0K | 0.01% | −4,320−43.1% | Reduced |
| Coldstream Capital Management Inc | 5,721 | $437.7K | 0.01% | −891−13.5% | Reduced |
| Armis Advisers, LLC | 5,870 | $447.8K | 0.04% | −318−5.1% | Reduced |
| Excelsior Advisor Network LLC | 5,899 | $451.3K | 0.06% | +612+11.6% | Added |
| Vestmark Advisory Solutions, Inc. | 5,924 | $453.2K | 0.00% | −436−6.9% | Reduced |
| Accurate Wealth Management, LLC | 6,056 | $456.6K | 0.04% | +194+3.3% | Added |
| Azimuth Capital Investment Management LLC | 6,000 | $459.0K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,158 | $471.2K | 0.01% | +44+0.7% | Added |
| NewEdge Wealth, LLC | 6,255 | $478.5K | 0.00% | −229−3.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,279 | $480.7K | 0.00% | −2,482−28.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,316 | $483.2K | 0.01% | +3,447+120.1% | Added |
| Acorn Wealth Advisors, LLC | 6,317 | $483.2K | 0.12% | −113−1.8% | Reduced |
| Fulton Bank, N.A. | 6,337 | $484.8K | 0.01% | +524+9.0% | Added |
| Ballentine Partners, LLC | 6,494 | $496.8K | 0.01% | −63−1.0% | Reduced |
| Financial Advisors Network, Inc. | 6,517 | $498.6K | 0.06% | +876+15.5% | Added |
| Aaron Wealth Advisors | 6,578 | $503.2K | 0.03% | +1,996+43.6% | Added |
| Callan Family Office, LLC | 6,653 | $509.0K | 0.01% | −1,107−14.3% | Reduced |
| Prospera Financial Services Inc | 6,716 | $514.1K | 0.01% | +113+1.7% | Added |
| Savant Capital, LLC | 6,789 | $517.7K | 0.00% | +95+1.4% | Added |
| Beacon Pointe Advisors, LLC | 6,823 | $521.9K | 0.00% | +4,169+157.1% | Added |
| Amica Mutual Insurance Co | 6,861 | $525.0K | 0.04% | −2,141−23.8% | Reduced |
| MAI Capital Management | 6,866 | $525.3K | 0.00% | +4,296+167.2% | Added |
| Frank, Rimerman Advisors LLC | 6,953 | $531.9K | 0.03% | +759+12.3% | Added |
| Plante Moran Financial Advisors, LLC | 7,156 | $547.4K | 0.03% | +55+0.8% | Added |
| Crestwood Advisors Group LLC | 7,429 | $568.3K | 0.01% | +1,717+30.1% | Added |
| Segment Wealth Management, LLC | 7,433 | $568.6K | 0.03% | +1,415+23.5% | Added |
| EP Wealth Advisors, LLC | 7,454 | $570.2K | 0.00% | +7,454 | New |
| Signaturefd, LLC | 7,544 | $577.1K | 0.01% | +893+13.4% | Added |
| Kera Capital Partners, Inc. | 7,676 | $587.2K | 0.06% | +3,742+95.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,769 | $594.3K | 0.22% | +827+11.9% | Added |