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 |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 1,408 | $107.7K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,405 | $107.5K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,363 | $104.3K | 0.00% | +97+7.7% | Added |
| FWL Investment Management, LLC | 1,350 | $103.3K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,303 | $99.7K | 0.01% | +555+74.2% | Added |
| Simplex Trading, LLC | 1,285 | $98.3K | 0.00% | +181+16.4% | Added |
| CVA Family Office, LLC | 1,243 | $95.1K | 0.01% | −262−17.4% | Reduced |
| Spire Wealth Management | 1,196 | $91.5K | 0.00% | −8−0.7% | Reduced |
| Quent Capital, LLC | 1,185 | $90.6K | 0.01% | +203+20.7% | Added |
| Bruce G. Allen Investments, LLC | 1,177 | $90.0K | 0.06% | −126−9.7% | Reduced |
| Allianz SE | 1,140 | $87.2K | 0.00% | +1,140 | New |
| Cranbrook Wealth Management, LLC | 1,113 | $85.1K | 0.02% | 00.0% | Unchanged |
| RHL Group, LLC | 1,098 | $84.5K | 0.07% | +8+0.7% | Added |
| Montag A & Associates Inc | 1,100 | $84.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,087 | $83.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,072 | $82.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 980 | $75.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 976 | $74.7K | 0.00% | +106+12.2% | Added |
| Cromwell Holdings LLC | 970 | $74.2K | 0.03% | +27+2.9% | Added |
| Bernard Wealth Management Corp. | 962 | $73.6K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 895 | $68.5K | 0.03% | −55−5.8% | Reduced |
| Umb Bank N A | 875 | $66.9K | 0.00% | +86+10.9% | Added |
| IFG Advisory, LLC | 872 | $66.7K | 0.00% | +872 | New |
| Onefund, LLC | 843 | $64.5K | 0.04% | +6+0.7% | Added |
| Parkside Financial Bank & Trust | 822 | $62.9K | 0.00% | +17+2.1% | Added |
| Salem Investment Counselors Inc | 810 | $62.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 805 | $61.6K | 0.00% | +805 | New |
| Robbins Farley LLC | 800 | $61.2K | 0.02% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 795 | $60.8K | 0.00% | −399−33.4% | Reduced |
| Deseret Mutual Benefit Administrators | 764 | $58.4K | 0.02% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 700 | $53.2K | 0.01% | +700 | New |
| Optiver Holding B.V. | 685 | $52.4K | 0.00% | −426−38.3% | Reduced |
| Richardson Financial Services Inc. | 660 | $50.5K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 644 | $49.3K | 0.05% | +644 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $47.4K | 0.01% | +250+67.6% | Added |
| Covestor Ltd | 588 | $45.0K | 0.03% | +425+260.7% | Added |
| UMA Financial Services, Inc. | 574 | $43.9K | 0.01% | +21+3.8% | Added |
| Buck Wealth Strategies, LLC | 558 | $42.7K | 0.00% | +558 | New |
| Mark Sheptoff Financial Planning, LLC | 539 | $41.2K | 0.02% | 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 |
| Dorato Capital Management | 525 | $39.6K | 0.03% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 470 | $36.0K | 0.03% | +7+1.5% | Added |
| Ares Financial Consulting, LLC | 453 | $34.7K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 451 | $34.5K | 0.00% | +451 | New |
| MidFirst Bank | 438 | $33.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 436 | $33.4K | 0.00% | +51+13.2% | Added |
| BankPlus Trust Department | 430 | $32.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 427 | $32.7K | 0.00% | +427 | New |
| NBC Securities, Inc. | 420 | $32.1K | 0.00% | −34−7.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 417 | $32.0K | 0.00% | −857−67.3% | 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 |
| Heritage Wealth Advisors | 400 | $30.6K | 0.00% | −576−59.0% | Reduced |
| Silver Grove Financial Group, Inc. | 391 | $29.9K | 0.02% | +391 | New |
| Front Row Advisors LLC | 420 | $29.2K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 371 | $28.4K | 0.01% | +15+4.2% | Added |
| HM Payson & Co | 356 | $27.2K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 341 | $26.1K | 0.01% | +299+711.9% | Added |
| MV Capital Management, Inc. | 326 | $24.9K | 0.00% | +7+2.2% | Added |
| JNBA Financial Advisors | 300 | $22.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $22.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 284 | $21.7K | 0.00% | +40+16.4% | Added |
| Harbor Investment Advisory, LLC | 283 | $21.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 263 | $20.0K | 0.00% | −18−6.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 257 | $19.8K | 0.00% | −2,791−91.6% | Reduced |
| Albion Financial Group | 255 | $19.5K | 0.00% | +255 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 246 | $18.8K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 244 | $18.7K | 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 |
| Basecamp Wealth Advisors LLC | 221 | $16.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 203 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 206 | $15.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 195 | $14.9K | 0.00% | +4+2.1% | 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 |
| GW&K Investment Management, LLC | 185 | $14.0K | 0.00% | +3+1.6% | Added |
| Atlantic Trust, LLC | 173 | $13.2K | 0.00% | +173 | New |
| First Pacific Financial | 170 | $13.0K | 0.00% | −7−4.0% | Reduced |
| West Paces Advisors Inc. | 170 | $13.0K | 0.00% | +170 | New |
| Holos Integrated Wealth LLC | 168 | $12.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 168 | $12.9K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 160 | $12.2K | 0.01% | +70+77.8% | Added |
| Atlantic Union Bankshares Corp | 158 | $12.1K | 0.00% | −4−2.5% | Reduced |
| Avion Wealth | 163 | $12.0K | 0.00% | +57+53.8% | Added |
| First Command Advisory Services, Inc. | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 149 | $11.4K | 0.01% | +149 | New |
| 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 |
| DT Investment Partners, LLC | 145 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 141 | $10.8K | 0.00% | +91+182.0% | Added |
| Marshall Investment Management, LLC | 141 | $10.8K | 0.00% | +141 | New |
| Cornerstone Financial Management LLC | 139 | $10.6K | 0.01% | +28+25.2% | Added |
| MCF Advisors LLC | 132 | $10.1K | 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 |