CMS Energy Corp

CMS

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000811156

SEC filings (opens in a new tab)

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 classesCMSA CMSC CMSD CMS.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

Value heldQ2 2026: $24.2B

Institutions holding CMS and their total value by quarter
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.

Institutions holding CMS in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
BOK Financial Private Wealth, Inc.	7	$536	0.00%	+7	New
Seneschal Advisors, LLC	6	$459	0.00%	00.0%	Unchanged
ROSS\JOHNSON & Associates LLC	6	$459	0.01%	+1+20.0%	Added
Motco	6	$459	0.00%	+6	New
Strengthening Families & Communities, LLC	6	$459	0.00%	+6	New
Kingdom Financial Group LLC.	5	$350	0.00%	−23−82.1%	Reduced
Redwood Park Advisors LLC	4	$306	0.00%	00.0%	Unchanged
Godfrey Financial Associates, Inc.	4	$306	0.00%	00.0%	Unchanged
Activest Wealth Management	4	$306	0.00%	+4	New
DecisionPoint Financial, LLC	4	$304	0.00%	+1+33.3%	Added
JPL Wealth Management, LLC	3	$230	0.00%	+3	New
Halbert Hargrove Global Advisors, LLC	3	$205	0.00%	+3	New
Mascoma Wealth Management LLC	2	$153	0.00%	+2	New
Trifecta Capital Advisors, LLC	2	$153	0.00%	+2	New
TFC Financial Management	1	$77	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	1	$77	0.00%	+1	New
Medallion Wealth Advisors, LLC	1	$77	0.00%	+1	New
Highland Investment Advisors LLC	1	$77	0.00%	+1	New
Abound Wealth Management	1	$46	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	9	$0	0.00%	00.0%	Unchanged
Navigoe, LLC	7	$0	0.00%	+7	New
Yaupon Capital Management LP	0	$0	0.00%	−452,563−100.0%	Sold out
Brookfield Asset Management Inc.	0	$0	0.00%	−362,641−100.0%	Sold out
Tortoise Capital Advisors, L.L.C.	0	$0	0.00%	−223,947−100.0%	Sold out
Verbena Value LP	0	$0	0.00%	−219,500−100.0%	Sold out
Man Group plc	0	$0	0.00%	−218,987−100.0%	Sold out
Greenland Capital Management LP	0	$0	0.00%	−137,060−100.0%	Sold out
Trexquant Investment LP	0	$0	0.00%	−133,399−100.0%	Sold out
Caisse de Depot Et Placement du Quebec	0	$0	0.00%	−107,180−100.0%	Sold out
Verition Fund Management LLC	0	$0	0.00%	−88,543−100.0%	Sold out
Lombard Odier Asset Management (Europe) Ltd	0	$0	0.00%	−62,589−100.0%	Sold out
Entropy Technologies, LP	0	$0	0.00%	−54,041−100.0%	Sold out
Campbell & CO Investment Adviser LLC	0	$0	0.00%	−51,573−100.0%	Sold out
CWM Advisors, LLC	0	$0	0.00%	−46,495−100.0%	Sold out
Landscape Capital Management, L.L.C.	0	$0	0.00%	−38,722−100.0%	Sold out
SummitTX Capital, L.P.	0	$0	0.00%	−35,643−100.0%	Sold out
Bridgewater Associates, LP	0	$0	0.00%	−35,626−100.0%	Sold out
Banque Pictet & Cie SA	0	$0	0.00%	−29,328−100.0%	Sold out
Machina Capital S.A.S.	0	$0	0.00%	−21,558−100.0%	Sold out
Blue Sparrow, LLC	0	$0	0.00%	−21,520−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−20,624−100.0%	Sold out
Oak Thistle LLC	0	$0	0.00%	−20,567−100.0%	Sold out
LeClair Wealth Partners LLC	0	$0	0.00%	−20,073−100.0%	Sold out
Robeco Institutional Asset Management B.V.	0	$0	0.00%	−18,972−100.0%	Sold out
DRW Securities, LLC	0	$0	0.00%	−17,290−100.0%	Sold out
Equitable Holdings, Inc.	0	$0	0.00%	−17,143−100.0%	Sold out
WBI Investments	0	$0	0.00%	−14,651−100.0%	Sold out
LMR Partners LLP	0	$0	0.00%	−11,666−100.0%	Sold out
Lombard Odier Asset Management (Switzerland) SA	0	$0	0.00%	−9,591−100.0%	Sold out
Voleon Capital Management LP	0	$0	0.00%	−7,403−100.0%	Sold out
Evolve Private Wealth, LLC	0	$0	0.00%	−6,523−100.0%	Sold out
Engineers Gate Manager LP	0	$0	0.00%	−6,405−100.0%	Sold out
GTS Securities LLC	0	$0	0.00%	−6,222−100.0%	Sold out
Wedge Capital Management L L P	0	$0	0.00%	−4,853−100.0%	Sold out
Aster Capital Management (DIFC) Ltd	0	$0	0.00%	−4,744−100.0%	Sold out
Boothbay Fund Management, LLC	0	$0	0.00%	−4,307−100.0%	Sold out
Panagora Asset Management Inc	0	$0	0.00%	−4,211−100.0%	Sold out
Bridgefront Capital, LLC	0	$0	0.00%	−3,470−100.0%	Sold out
Corecam AG	0	$0	0.00%	−3,361−100.0%	Sold out
Livforsakringsbolaget Skandia, Omsesidigt	0	$0	0.00%	−3,079−100.0%	Sold out
Patton Fund Management, Inc.	0	$0	0.00%	−3,051−100.0%	Sold out
Florida Financial Advisors, LLC	0	$0	0.00%	−2,995−100.0%	Sold out
IHT Wealth Management, LLC	0	$0	0.00%	−2,982−100.0%	Sold out
PCM Encore, LLC	0	$0	0.00%	−2,819−100.0%	Sold out
Drive Wealth Management, LLC	0	$0	0.00%	−2,805−100.0%	Sold out
Atlas Legacy Advisors, LLC	0	$0	0.00%	−2,794−100.0%	Sold out
Collaborative Fund Advisors, LLC	0	$0	0.00%	−2,742−100.0%	Sold out
Independent Advisor Alliance	0	$0	0.00%	−2,734−100.0%	Sold out
Tiaa-Cref Individual & Institutional Services, LLC	0	$0	0.00%	−2,636−100.0%	Sold out
First Citizens Bank & Trust Co	0	$0	0.00%	−2,630−100.0%	Sold out
Caxton Associates LLP	0	$0	0.00%	−2,595−100.0%	Sold out
Trust Co	0	$0	0.00%	−1,236−100.0%	Sold out
Root Financial Partners, LLC	0	$0	0.00%	−764−100.0%	Sold out
Global Assets Advisory, LLC	0	$0	0.00%	−727−100.0%	Sold out
Protective Life Corp	0	$0	0.00%	−420−100.0%	Sold out
Ancora Advisors, LLC	0	$0	0.00%	−406−100.0%	Sold out
Scarborough Advisors, LLC	0	$0	0.00%	−403−100.0%	Sold out
TIAA Wealth Investment Management LLC	0	$0	0.00%	−235−100.0%	Sold out
Wall Street Financial Group, Inc.	0	$0	0.00%	−200−100.0%	Sold out
Sound Income Strategies, LLC	0	$0	0.00%	−197−100.0%	Sold out
Twin Peaks Wealth Advisors, LLC	0	$0	0.00%	−184−100.0%	Sold out
Golden State Equity Partners	0	$0	0.00%	−156−100.0%	Sold out
Operose Advisors LLC	0	$0	0.00%	−127−100.0%	Sold out
Contravisory Investment Management, Inc.	0	$0	0.00%	−76−100.0%	Sold out
Whipplewood Advisors, LLC	0	$0	0.00%	−66−100.0%	Sold out
HighMark Wealth Management LLC	0	$0	0.00%	−63−100.0%	Sold out
Clayton Financial Group LLC	0	$0	0.00%	−53−100.0%	Sold out
RMG Wealth Management LLC	0	$0	0.00%	−54−100.0%	Sold out
Bard Associates Inc	0	$0	0.00%	−35−100.0%	Sold out
Legacy Wealth Managment, LLC	0	$0	0.00%	−29−100.0%	Sold out
Annis Gardner Whiting Capital Advisors, LLC	0	$0	0.00%	−28−100.0%	Sold out
RWM Asset Management, LLC	0	$0	0.00%	−25−100.0%	Sold out
Vermillion Wealth Management, Inc.	0	$0	0.00%	−21−100.0%	Sold out
MJT & Associates Financial Advisory Group, Inc.	0	$0	0.00%	−20−100.0%	Sold out
Investors Research Corp	0	$0	0.00%	−19−100.0%	Sold out
Clark Wealth Partners	0	$0	0.00%	−16−100.0%	Sold out
Portus Wealth Advisors, LLC	0	$0	0.00%	−15−100.0%	Sold out
TopTier Wealth Management, LLC	0	$0	0.00%	−9−100.0%	Sold out
Kayne Anderson Rudnick Investment Management LLC	0	$0	0.00%	−8−100.0%	Sold out
Nvest Wealth Strategies, Inc.	0	$0	0.00%	−5−100.0%	Sold out