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Livermore
Livermore
ZHEN

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.

Other share classesCMSACMSCCMSDCMS.PC

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.

Institutional holdersQ2 2026: 821 institutions
Q1 2021: 566 institutionsQ2 2021: 575 institutionsQ3 2021: 566 institutionsQ4 2021: 584 institutionsQ1 2022: 636 institutionsQ2 2022: 628 institutionsQ3 2022: 628 institutionsQ4 2022: 636 institutionsQ1 2023: 631 institutionsQ2 2023: 629 institutionsQ3 2023: 618 institutionsQ4 2023: 633 institutionsQ1 2024: 664 institutionsQ2 2024: 686 institutionsQ3 2024: 710 institutionsQ4 2024: 716 institutionsQ1 2025: 734 institutionsQ2 2025: 745 institutionsQ3 2025: 776 institutionsQ4 2025: 801 institutionsQ1 2026: 802 institutionsQ2 2026: 821 institutions
Value heldQ2 2026: $24.2B
Q1 2021: $15.9BQ2 2021: $15.5BQ3 2021: $15.8BQ4 2021: $17.2BQ1 2022: $18.6BQ2 2022: $18.1BQ3 2022: $15.7BQ4 2022: $17.2BQ1 2023: $16.7BQ2 2023: $16.3BQ3 2023: $14.7BQ4 2023: $16.3BQ1 2024: $16.9BQ2 2024: $16.6BQ3 2024: $20.1BQ4 2024: $18.9BQ1 2025: $21.5BQ2 2025: $20.5BQ3 2025: $21.2BQ4 2025: $20.5BQ1 2026: $23.1BQ2 2026: $24.2B
Institutions holding CMS and their total value by quarter
QuarterHoldersValue
Q2 2026821$24.2B
Q1 2026802$23.1B
Q4 2025801$20.5B
Q3 2025776$21.2B
Q2 2025745$20.5B
Q1 2025734$21.5B
Q4 2024716$18.9B
Q3 2024710$20.1B
Q2 2024686$16.6B
Q1 2024664$16.9B
Q4 2023633$16.3B
Q3 2023618$14.7B
Q2 2023629$16.3B
Q1 2023631$16.7B
Q4 2022636$17.2B
Q3 2022628$15.7B
Q2 2022628$18.1B
Q1 2022636$18.6B
Q4 2021584$17.2B
Q3 2021566$15.8B
Q2 2021575$15.5B
Q1 2021566$15.9B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2026.

Institutions holding CMS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Aspect Partners, LLC126$9.64K0.00%00.0%Unchanged
Center for Financial Planning, Inc.122$9.37K0.00%00.0%Unchanged
Compass Financial Management LLC128$9.32K0.00%+128New
First National Bank121$9.26K0.00%+121New
EFG International AG120$9.18K0.00%−13−9.8%Reduced
JFS Wealth Advisors, LLC119$9.10K0.00%+15+14.4%Added
Cornerstone Planning Group LLC121$8.96K0.00%−10−7.6%Reduced
Geneos Wealth Management Inc.117$8.95K0.00%00.0%Unchanged
Lazard Asset Management LLC111$8.49K0.00%−8,273−98.7%Reduced
Prestige Wealth Management Group LLC102$7.80K0.00%−19−15.7%Reduced
Tounjian Advisory Partners, LLC101$7.71K0.00%−15,525−99.4%Reduced
Strategic Wealth Partners, Ltd.100$7.65K0.00%00.0%Unchanged
Southern Michigan Bank & Trust100$7.65K0.00%+100New
Sachetta, LLC95$7.27K0.00%+4+4.4%Added
Rosenberg Matthew Hamilton92$7.04K0.00%00.0%Unchanged
Rialto Wealth Management, LLC92$7.04K0.00%+39+73.6%Added
Lodestone Wealth Management LLC87$6.66K0.00%00.0%Unchanged
Bogart Wealth, LLC86$6.58K0.00%+67+352.6%Added
Alerus Financial NA84$6.43K0.00%00.0%Unchanged
Ameriflex Group, Inc.84$6.43K0.00%+78+1,300.0%Added
Robinswood Financial LLC81$6.26K0.00%00.0%Unchanged
North Star Investment Management Corp.79$6.04K0.00%+37+88.1%Added
Clal Insurance Enterprises Holdings Ltd81$6.00K0.00%−9−10.0%Reduced
Fairman Group, LLC78$5.97K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC77$5.89K0.00%+47+156.7%Added
City State Bank76$5.81K0.00%00.0%Unchanged
Bell Investment Advisors, Inc75$5.74K0.00%−8−9.6%Reduced
Bartlett & Co. Wealth Management LLC68$5.20K0.00%−2−2.9%Reduced
Transamerica Financial Advisors, Inc.68$5.20K0.00%+31+83.8%Added
Financial Consulate, Inc67$5.13K0.00%+28+71.8%Added
Glen Eagle Advisors, LLC64$4.91K0.00%+12+23.1%Added
South State Corp.64$4.90K0.00%+6+10.3%Added
IMG Wealth Management, Inc.61$4.67K0.00%−5−7.6%Reduced
Birchbrook, Inc.58$4.44K0.00%00.0%Unchanged
Synergy Investment Management, LLC57$4.24K0.00%+45+375.0%Added
Financial Management Professionals, Inc.55$4.21K0.00%+3+5.8%Added
Highline Wealth Partners LLC53$4.05K0.00%+8+17.8%Added
TD Capital Management LLC53$4.03K0.00%+1+1.9%Added
SBI Securities Co., Ltd.51$3.90K0.00%+2+4.1%Added
Fulcrum Asset Management LLP50$3.90K0.00%+50New
Bay Harbor Wealth Management, LLC48$3.67K0.00%+8+20.0%Added
Central Trust Co44$3.37K0.00%+1+2.3%Added
Cape Investment Advisory, Inc.41$3.14K0.00%+41New
Hughes Financial Services, LLC40$3.06K0.00%+14+53.8%Added
Boyd Watterson Asset Management LLC39$2.98K0.00%00.0%Unchanged
Burk Holdings LLC39$2.98K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.39$2.98K0.00%+2+5.4%Added
Noble Wealth Management PBC39$2.98K0.00%+39New
Wilkerson Advisory Group LLC37$2.83K0.00%00.0%Unchanged
American National Bank37$2.83K0.00%00.0%Unchanged
ZRC Wealth Management, LLC35$2.68K0.00%00.0%Unchanged
SHP Wealth Management35$2.66K0.00%00.0%Unchanged
Main Street Group, LTD34$2.60K0.00%00.0%Unchanged
Creative Capital Management Investments LLC32$2.45K0.00%+32New
Key Capital Management, INC31$2.37K0.00%00.0%Unchanged
S&T Bank31$2.37K0.00%+21+210.0%Added
LifeSteps Financial, Inc.31$2.37K0.00%+31New
Monetary Solutions, Ltd30$2.29K0.00%00.0%Unchanged
Dunhill Financial, LLC29$2.27K0.00%−2−6.5%Reduced
J.Safra Asset Management Corp29$2.22K0.00%−31−51.7%Reduced
Millstone Evans Group, LLC29$2.22K0.00%+29New
Lloyd Advisory Services, LLC.29$2.21K0.00%+1+3.6%Added
Johnson Financial Group, Inc.27$2.07K0.00%−416−93.9%Reduced
Penserra Capital Management LLC27$2.00K0.00%00.0%Unchanged
Private Wealth Management Group, LLC24$1.84K0.00%00.0%Unchanged
Planning Strategies Inc.24$1.84K0.00%+24New
Raffa Wealth Management, LLC21$1.61K0.00%−2−8.7%Reduced
Fortis Group Advisors, LLC20$1.53K0.00%+20New
Community Financial Services Group, LLC20$1.52K0.00%00.0%Unchanged
Sunrise Financial Services, LLC18$1.38K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC17$1.30K0.00%00.0%Unchanged
HFM Investment Advisors, LLC17$1.30K0.00%+8+88.9%Added
Arlington Trust Co LLC16$1.22K0.00%00.0%Unchanged
WestEnd Advisors, LLC15$1.15K0.00%+2+15.4%Added
AdvisorNet Financial, Inc15$1.15K0.00%+2+15.4%Added
Marquette Asset Management, LLC15$1.15K0.00%+15New
Golden State Wealth Management, LLC14$1.07K0.00%00.0%Unchanged
Tidemark, LLC14$1.07K0.00%00.0%Unchanged
1015 Capital Partners, LLC14$1.07K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC8$1.00K0.00%00.0%Unchanged
WPG Advisers, LLC13$9950.00%00.0%Unchanged
Anchor Investment Management, LLC13$9950.00%+13New
Valued Wealth Advisors LLC12$9180.00%00.0%Unchanged
American Capital Advisory, LLC12$9180.00%+4+50.0%Added
Davis Capital Management11$8420.00%+7+175.0%Added
NVWM, LLC10$7650.00%00.0%Unchanged
Wolff Wiese Magana LLC10$7650.00%00.0%Unchanged
Rakuten Securities, Inc.10$7650.00%00.0%Unchanged
Valley National Advisers Inc10$7650.00%+10New
Webster Bank, N. A.10$7650.00%+10New
Elequin Capital LP9$6890.00%−129−93.5%Reduced
Signature Equity Partners, LLC9$6890.00%−9−50.0%Reduced
GHP Investment Advisors, Inc.9$6890.00%00.0%Unchanged
Orion Capital Management LLC9$6890.00%00.0%Unchanged
Financial Network Wealth Advisors LLC9$6890.00%+9New
Quaker Wealth Management, LLC8$6120.00%00.0%Unchanged
Evolution Wealth Management Inc.8$6120.00%+8New
Kozak & Associates, Inc.8$6070.00%+8New
Key Financial Inc7$5360.00%−39−84.8%Reduced
Stone House Investment Management, LLC7$5360.00%00.0%Unchanged