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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 7,770 | $594.4K | 0.05% | +41+0.5% | Added |
| Boit C F David | 7,800 | $596.7K | 0.25% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,157 | $600.8K | 0.02% | −100−1.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,928 | $606.5K | 0.04% | +100+1.3% | Added |
| Foster & Motley Inc | 8,029 | $614.0K | 0.03% | −713−8.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,125 | $621.6K | 0.02% | −549−6.3% | Reduced |
| Chicago Partners Investment Group LLC | 8,463 | $627.6K | 0.01% | +3,798+81.4% | Added |
| Mirabella Financial Services LLP | 8,230 | $629.6K | 0.06% | +3,326+67.8% | Added |
| Wedmont Private Capital | 8,393 | $632.8K | 0.02% | +994+13.4% | Added |
| Walleye Capital LLC | 8,414 | $643.7K | 0.00% | +8,080+2,419.2% | Added |
| Commerce Bank | 8,499 | $650.2K | 0.00% | −507−5.6% | Reduced |
| Syon Capital LLC | 8,781 | $671.7K | 0.03% | +2,196+33.3% | Added |
| RSM US Wealth Management LLC | 8,853 | $677.3K | 0.01% | +343+4.0% | Added |
| Ieq Capital, LLC | 8,978 | $686.8K | 0.00% | +8,978 | New |
| Altfest L J & Co Inc | 8,993 | $688.0K | 0.07% | +37+0.4% | Added |
| North Dakota State Investment Board | 8,999 | $688.4K | 0.03% | +252+2.9% | Added |
| Finer Wealth Management, Inc. | 9,000 | $688.5K | 0.31% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,157 | $700.5K | 0.01% | +2,563+38.9% | Added |
| Laird Norton Trust Company, LLC | 9,234 | $706.4K | 0.01% | −50−0.5% | Reduced |
| Sterling Capital Management LLC | 9,248 | $707.5K | 0.01% | −952−9.3% | Reduced |
| MUFG Securities Americas Inc. | 9,305 | $711.8K | 0.04% | +826+9.7% | Added |
| Merit Financial Group, LLC | 9,448 | $722.7K | 0.00% | +2,356+33.2% | Added |
| Prudential PLC | 9,471 | $724.5K | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 9,479 | $725.1K | 0.01% | +5,356+129.9% | Added |
| Tokio Marine Asset Management Co Ltd | 9,520 | $728.3K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,527 | $729.0K | 0.01% | −2,072−17.9% | Reduced |
| Profund Advisors LLC | 9,672 | $739.9K | 0.02% | −782−7.5% | Reduced |
| Bessemer Group Inc | 9,775 | $749.0K | 0.00% | +450+4.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,904 | $757.7K | 0.01% | +100+1.0% | Added |
| Canton Hathaway, LLC | 10,000 | $765.0K | 0.15% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 10,079 | $771.0K | 0.01% | −639−6.0% | Reduced |
| New Age Alpha Advisors, LLC | 10,196 | $780.0K | 0.03% | −176−1.7% | Reduced |
| BLB&B Advisors, LLC | 10,300 | $788.0K | 0.03% | +6+0.1% | Added |
| Blueshift Asset Management, LLC | 10,360 | $792.5K | 0.18% | +10,360 | New |
| Axq Capital, LP | 10,396 | $795.3K | 0.09% | −663−6.0% | Reduced |
| Jmac Enterprises LLC | 10,400 | $795.6K | 0.13% | +400+4.0% | Added |
| Empirical Finance, LLC | 10,419 | $797.1K | 0.03% | +362+3.6% | Added |
| SBI Okasan Asset Management Co.Ltd. | 10,300 | $802.7K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,750 | $822.4K | 0.02% | +6,244+138.6% | Added |
| Integrated Investment Consultants, LLC | 10,919 | $835.3K | 0.16% | −30.0% | Reduced |
| Los Angeles Capital Management LLC | 10,993 | $841.0K | 0.00% | −6,045−35.5% | Reduced |
| Frec Markets, Inc. | 11,012 | $842.4K | 0.08% | +6,806+161.8% | Added |
| SRS Capital Advisors, Inc. | 11,048 | $845.2K | 0.01% | +6,677+152.8% | Added |
| Quadrant Capital Group LLC | 11,124 | $851.0K | 0.02% | +535+5.1% | Added |
| Integrated Wealth Concepts LLC | 11,164 | $854.1K | 0.01% | +5,240+88.5% | Added |
| Brown Brothers Harriman & Co | 11,296 | $864.1K | 0.00% | +6,320+127.0% | Added |
| Greenleaf Trust | 11,377 | $870.3K | 0.01% | +752+7.1% | Added |
| Blair William & Co | 11,392 | $871.5K | 0.00% | +3,266+40.2% | Added |
| United Capital Financial Advisers, LLC | 11,555 | $884.0K | 0.00% | +90+0.8% | Added |
| V-Square Quantitative Management LLC | 11,560 | $884.3K | 0.08% | +351+3.1% | Added |
| Exchange Traded Concepts, LLC | 11,665 | $892.4K | 0.00% | −266−2.2% | Reduced |
| Braeburn Wealth Management LLC | 11,668 | $892.6K | 0.38% | −841−6.7% | Reduced |
| ASR Vermogensbeheer N.V. | 11,708 | $895.7K | 0.01% | −79,151−87.1% | Reduced |
| Horizon Investments, LLC | 11,889 | $902.3K | 0.01% | +73+0.6% | Added |
| Thrivent Financial for Lutherans | 11,963 | $915.0K | 0.00% | −201−1.7% | Reduced |
| MUFG Securities EMEA plc | 11,999 | $917.9K | 0.01% | −563−4.5% | Reduced |
| Dark Forest Capital Management LP | 12,125 | $927.6K | 0.06% | +12,125 | New |
| Horizon Kinetics Asset Management LLC | 12,197 | $933.1K | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 12,200 | $933.3K | 0.18% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,281 | $939.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 12,414 | $967.5K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,710 | $972.3K | 0.01% | +12,710 | New |
| USS Investment Management Ltd | 12,898 | $986.8K | 0.00% | −26,311−67.1% | Reduced |
| Chesley Taft & Associates LLC | 12,920 | $988.4K | 0.04% | +89+0.7% | Added |
| Summit Financial, LLC | 13,046 | $998.0K | 0.01% | +843+6.9% | Added |
| MML Investors Services, LLC | 13,188 | $1.01M | 0.00% | +2,091+18.8% | Added |
| Centennial Wealth Advisory LLC | 13,320 | $1.02M | 0.22% | +2,923+28.1% | Added |
| Vestcor Inc | 13,490 | $1.03M | 0.03% | −50,185−78.8% | Reduced |
| Fiduciary Trust Co | 13,996 | $1.07M | 0.01% | +10.0% | Added |
| Metis Global Partners, LLC | 14,206 | $1.09M | 0.02% | +5,547+64.1% | Added |
| Vident Advisory, LLC | 14,387 | $1.10M | 0.01% | +129+0.9% | Added |
| Mirador Capital Partners LP | 14,448 | $1.11M | 0.14% | −243−1.7% | Reduced |
| Allianz Asset Management GmbH | 14,757 | $1.13M | 0.00% | +166+1.1% | Added |
| Squarepoint Ops LLC | 14,790 | $1.13M | 0.00% | −108,688−88.0% | Reduced |
| Royal London Asset Management Ltd | 14,846 | $1.14M | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 15,002 | $1.15M | 0.00% | −110,420−88.0% | Reduced |
| Omers Administration Corp | 15,253 | $1.17M | 0.01% | −150,686−90.8% | Reduced |
| Lido Advisors, LLC | 15,284 | $1.17M | 0.00% | −2,839−15.7% | Reduced |
| New Mexico Educational Retirement Board | 15,310 | $1.17M | 0.03% | +1,500+10.9% | Added |
| Empowered Funds, LLC | 15,317 | $1.17M | 0.01% | +2,059+15.5% | Added |
| Bryn Mawr Trust Co | 15,342 | $1.17M | 0.03% | +180+1.2% | Added |
| Vise Technologies, Inc. | 15,497 | $1.19M | 0.01% | +1,254+8.8% | Added |
| Norinchukin Bank, The | 15,566 | $1.19M | 0.01% | −4,607−22.8% | Reduced |
| Louisiana State Employees Retirement System | 15,800 | $1.21M | 0.02% | +200+1.3% | Added |
| Maryland State Retirement & Pension System | 16,106 | $1.23M | 0.02% | +737+4.8% | Added |
| GAMMA Investing LLC | 16,284 | $1.25M | 0.05% | +1,134+7.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,545 | $1.27M | 0.01% | −10,632−39.1% | Reduced |
| Hartford Investment Management Co | 16,674 | $1.28M | 0.04% | −535−3.1% | Reduced |
| RIA Advisory Group LLC | 16,682 | $1.28M | 0.28% | +1,281+8.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,259 | $1.32M | 0.01% | +64+0.4% | Added |
| Cox Capital Mgt LLC | 17,289 | $1.32M | 0.74% | +17,289 | New |
| Ofi Invest Asset Management | 17,318 | $1.32M | 0.01% | +1,270+7.9% | Added |
| Federation des caisses Desjardins du Quebec | 17,362 | $1.33M | 0.00% | +4,904+39.4% | Added |
| Nordea Investment Management AB | 17,274 | $1.33M | 0.00% | +56+0.3% | Added |
| Huntington National Bank | 17,725 | $1.36M | 0.01% | +560+3.3% | Added |
| Ascent Group, LLC | 17,891 | $1.37M | 0.04% | +1,093+6.5% | Added |
| Nykredit A/S | 17,941 | $1.37M | 0.01% | +17,941 | New |
| Portfolio Design Labs, LLC | 18,030 | $1.38M | 0.23% | +1,322+7.9% | Added |
| Mather Group, LLC. | 18,142 | $1.39M | 0.01% | −3,541−16.3% | Reduced |
| Gateway Investment Advisers LLC | 18,485 | $1.41M | 0.01% | −12,876−41.1% | Reduced |