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 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 9,305 | $711.8K | 0.04% | +826+9.7% | Added |
| Sterling Capital Management LLC | 9,248 | $707.5K | 0.01% | −952−9.3% | Reduced |
| Laird Norton Trust Company, LLC | 9,234 | $706.4K | 0.01% | −50−0.5% | Reduced |
| Apollon Wealth Management, LLC | 9,157 | $700.5K | 0.01% | +2,563+38.9% | Added |
| Finer Wealth Management, Inc. | 9,000 | $688.5K | 0.31% | 00.0% | Unchanged |
| North Dakota State Investment Board | 8,999 | $688.4K | 0.03% | +252+2.9% | Added |
| Altfest L J & Co Inc | 8,993 | $688.0K | 0.07% | +37+0.4% | Added |
| Ieq Capital, LLC | 8,978 | $686.8K | 0.00% | +8,978 | New |
| RSM US Wealth Management LLC | 8,853 | $677.3K | 0.01% | +343+4.0% | Added |
| Syon Capital LLC | 8,781 | $671.7K | 0.03% | +2,196+33.3% | Added |
| Commerce Bank | 8,499 | $650.2K | 0.00% | −507−5.6% | Reduced |
| Walleye Capital LLC | 8,414 | $643.7K | 0.00% | +8,080+2,419.2% | Added |
| Wedmont Private Capital | 8,393 | $632.8K | 0.02% | +994+13.4% | Added |
| Mirabella Financial Services LLP | 8,230 | $629.6K | 0.06% | +3,326+67.8% | Added |
| Chicago Partners Investment Group LLC | 8,463 | $627.6K | 0.01% | +3,798+81.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 8,125 | $621.6K | 0.02% | −549−6.3% | Reduced |
| Foster & Motley Inc | 8,029 | $614.0K | 0.03% | −713−8.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,928 | $606.5K | 0.04% | +100+1.3% | Added |
| Securian Asset Management, Inc | 8,157 | $600.8K | 0.02% | −100−1.2% | Reduced |
| Boit C F David | 7,800 | $596.7K | 0.25% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 7,770 | $594.4K | 0.05% | +41+0.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,769 | $594.3K | 0.22% | +827+11.9% | Added |
| Kera Capital Partners, Inc. | 7,676 | $587.2K | 0.06% | +3,742+95.1% | Added |
| Signaturefd, LLC | 7,544 | $577.1K | 0.01% | +893+13.4% | Added |
| EP Wealth Advisors, LLC | 7,454 | $570.2K | 0.00% | +7,454 | New |
| Segment Wealth Management, LLC | 7,433 | $568.6K | 0.03% | +1,415+23.5% | Added |
| Crestwood Advisors Group LLC | 7,429 | $568.3K | 0.01% | +1,717+30.1% | Added |
| Plante Moran Financial Advisors, LLC | 7,156 | $547.4K | 0.03% | +55+0.8% | Added |
| Frank, Rimerman Advisors LLC | 6,953 | $531.9K | 0.03% | +759+12.3% | Added |
| MAI Capital Management | 6,866 | $525.3K | 0.00% | +4,296+167.2% | Added |
| Amica Mutual Insurance Co | 6,861 | $525.0K | 0.04% | −2,141−23.8% | Reduced |
| Beacon Pointe Advisors, LLC | 6,823 | $521.9K | 0.00% | +4,169+157.1% | Added |
| Savant Capital, LLC | 6,789 | $517.7K | 0.00% | +95+1.4% | Added |
| Prospera Financial Services Inc | 6,716 | $514.1K | 0.01% | +113+1.7% | Added |
| Callan Family Office, LLC | 6,653 | $509.0K | 0.01% | −1,107−14.3% | Reduced |
| Aaron Wealth Advisors | 6,578 | $503.2K | 0.03% | +1,996+43.6% | Added |
| Financial Advisors Network, Inc. | 6,517 | $498.6K | 0.06% | +876+15.5% | Added |
| Ballentine Partners, LLC | 6,494 | $496.8K | 0.01% | −63−1.0% | Reduced |
| Fulton Bank, N.A. | 6,337 | $484.8K | 0.01% | +524+9.0% | Added |
| Acorn Wealth Advisors, LLC | 6,317 | $483.2K | 0.12% | −113−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,316 | $483.2K | 0.01% | +3,447+120.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,279 | $480.7K | 0.00% | −2,482−28.3% | Reduced |
| NewEdge Wealth, LLC | 6,255 | $478.5K | 0.00% | −229−3.5% | Reduced |
| Advisory Alpha, LLC | 6,158 | $471.2K | 0.01% | +44+0.7% | Added |
| Azimuth Capital Investment Management LLC | 6,000 | $459.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,056 | $456.6K | 0.04% | +194+3.3% | Added |
| Vestmark Advisory Solutions, Inc. | 5,924 | $453.2K | 0.00% | −436−6.9% | Reduced |
| Excelsior Advisor Network LLC | 5,899 | $451.3K | 0.06% | +612+11.6% | Added |
| Armis Advisers, LLC | 5,870 | $447.8K | 0.04% | −318−5.1% | Reduced |
| Coldstream Capital Management Inc | 5,721 | $437.7K | 0.01% | −891−13.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,699 | $436.0K | 0.01% | −4,320−43.1% | Reduced |
| Conning Inc. | 5,661 | $433.1K | 0.01% | −187−3.2% | Reduced |
| Davenport & Co LLC | 5,659 | $432.9K | 0.00% | +542+10.6% | Added |
| Havemeyer Place LP | 5,648 | $432.1K | 0.04% | +5,648 | New |
| Farringdon Capital, Ltd. | 5,598 | $428.2K | 0.21% | +5,598 | New |
| International Private Wealth Advisors LLC | 5,549 | $424.5K | 0.22% | +852+18.1% | Added |
| QRG Capital Management, Inc. | 5,492 | $420.2K | 0.00% | +482+9.6% | Added |
| TCG Advisory Services, LLC | 5,461 | $417.8K | 0.01% | +5,461 | New |
| Citizens Financial Group Inc | 5,409 | $413.8K | 0.00% | +2,795+106.9% | Added |
| Camden Capital, LLC | 5,266 | $402.9K | 0.02% | +2,304+77.8% | Added |
| TCW Group Inc | 5,189 | $397.0K | 0.00% | +261+5.3% | Added |
| Argonautica Private Wealth Management, Inc | 5,187 | $396.8K | 0.10% | +5,187 | New |
| Strategy Asset Managers LLC | 5,157 | $394.5K | 0.06% | −231−4.3% | Reduced |
| Farther Finance Advisors, LLC | 5,072 | $388.6K | 0.00% | −303−5.6% | Reduced |
| Belpointe Asset Management LLC | 5,074 | $388.2K | 0.01% | −15−0.3% | Reduced |
| Chatham Capital Group, Inc. | 5,032 | $384.9K | 0.05% | 00.0% | Unchanged |
| Daniel Investment Group, Inc. | 5,031 | $384.9K | 0.23% | +5,031 | New |
| Level Four Advisory Services, LLC | 5,017 | $383.8K | 0.01% | +5,017 | New |
| Silverleafe Capital Partners, LLC | 5,000 | $382.5K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,989 | $381.7K | 0.00% | −11−0.2% | Reduced |
| West Michigan Advisors, LLC | 4,962 | $379.6K | 0.07% | +2,069+71.5% | Added |
| Samalin Investment Counsel, LLC | 4,948 | $378.5K | 0.12% | +15+0.3% | Added |
| Inscription Capital, LLC | 4,922 | $376.5K | 0.03% | +505+11.4% | Added |
| Everpar Advisors LLC | 4,903 | $375.1K | 0.11% | +4,903 | New |
| Fifth Third Wealth Advisors LLC | 4,850 | $371.0K | 0.01% | −245−4.8% | Reduced |
| Elevated Capital Advisors, LLC | 4,849 | $371.0K | 0.10% | −5,052−51.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,750 | $363.4K | 0.08% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 4,636 | $357.1K | 0.26% | +1,183+34.3% | Added |
| Rothschild Investment LLC | 4,652 | $355.9K | 0.01% | +2,697+138.0% | Added |
| Moment Partners, LLC | 4,579 | $350.3K | 0.06% | +358+8.5% | Added |
| Concurrent Investment Advisors, LLC | 4,551 | $348.1K | 0.00% | +1,253+38.0% | Added |
| Oxler Private Wealth LLC | 4,503 | $344.4K | 0.10% | +26+0.6% | Added |
| Evansbrook LLC | 4,499 | $344.2K | 0.21% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,466 | $341.6K | 0.01% | −3−0.1% | Reduced |
| Qtron Investments LLC | 4,458 | $341.0K | 0.05% | +4,458 | New |
| Allworth Financial LP | 4,453 | $340.7K | 0.00% | +768+20.8% | Added |
| EverSource Wealth Advisors, LLC | 4,422 | $338.3K | 0.01% | −505−10.2% | Reduced |
| Trust Co of the South | 4,404 | $336.9K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 4,393 | $336.1K | 0.01% | +4,393 | New |
| Pinnacle Wealth Management Group, Inc. | 4,345 | $332.4K | 0.16% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,299 | $328.9K | 0.01% | +4,299 | New |
| Carrera Capital Advisors | 4,273 | $326.9K | 0.05% | −20−0.5% | Reduced |
| Sowell Financial Services LLC | 4,215 | $322.4K | 0.01% | −627−12.9% | Reduced |
| Rehmann Capital Advisory Group | 4,148 | $317.4K | 0.01% | −612−12.9% | Reduced |
| Ellevest, Inc. | 4,134 | $316.3K | 0.04% | +4,134 | New |
| Baker Avenue Asset Management, LP | 4,123 | $315.4K | 0.01% | +4,123 | New |
| Clearstead Advisors, LLC | 4,123 | $315.4K | 0.00% | +1,866+82.7% | Added |
| 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 |
| AlphaCore Capital LLC | 4,086 | $312.5K | 0.01% | +4,086 | New |