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Disclosery

CMS CMS ENERGY CORP

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Stock (common), issuer CIK 811156

795 managers (820 13F filers) reported a position in CMS shares at 2026-06-30, 315,362,072 shares in all. 95 filers opened a position and 81 filers sold out during the quarter.

Managers
795
13F filers
820
New
95
Added
336
Reduced
241
Sold out
81
Shares held by filers
315,362,072

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Boit C F David7,800$597K0.25%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…7,770$594K0.05%+4113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…7,769$594K0.22%+82713F-HRTimeline
Kera Capital Partners, Inc.7,676$587K0.06%+3,74213F-HRTimeline
SIGNATUREFD, LLC7,544$577K0.01%+89313F-HRTimeline
EP Wealth Advisors, LLC7,454$570K<0.01%new13F-HRTimeline
Segment Wealth Management, LLC7,433$569K0.03%+1,41513F-HRTimeline
Crestwood Advisors Group, LLC7,429$568K0.01%+1,71713F-HRTimeline
Plante Moran Financial Advisors, LLC7,156$547K0.03%+5513F-HRTimeline
Frank, Rimerman Advisors LLC6,953$532K0.03%+75913F-HRTimeline
MAI Capital Management6,866$525K<0.01%+4,29613F-HRTimeline
AMICA MUTUAL INSURANCE CO6,861$525K0.04%-2,14113F-HRTimeline
Beacon Pointe Advisors, LLC6,823$522K<0.01%+4,16913F-HRTimeline
Savant Capital, LLC6,789$518K<0.01%+9513F-HRTimeline
Prospera Financial Services Inc6,716$514K0.01%+11313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC6,653$509K0.01%-1,10713F-HRTimelineGroup
Aaron Wealth Advisors LLC6,578$503K0.03%+1,99613F-HRTimeline
Financial Advisors Network, Inc.6,517$499K0.06%+87613F-HRTimeline
Ballentine Partners, LLC6,494$497K0.01%-6313F-HRTimeline
Fulton Bank, N.A.6,337$485K0.01%+52413F-HRTimeline
Acorn Wealth Advisors, LLC6,317$483K0.12%-11313F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,316$483K0.01%+3,44713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,279$481K<0.01%-2,48213F-HRTimeline
NewEdge Wealth, LLC6,255$479K<0.01%-22913F-HRTimeline
Advisory Alpha, LLC6,158$471K0.01%+4413F-HRTimeline
Azimuth Capital Investment Management L…6,000$459K0.02%013F-HRTimeline
Accurate Wealth Management, LLC6,056$457K0.04%+19413F-HRTimeline
Vestmark Advisory Solutions, Inc.5,924$453K<0.01%-43613F-HRTimeline
Xcelsior Advisor Partners LLC5,899$451K0.06%+61213F-HRTimeline
Bison Wealth, LLC5,870$448K0.04%-31813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,721$438K0.01%-89113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,699$436K0.01%-4,32013F-HRTimelineGroup
CONNING INC.in group CONNING INC.5,661$433K0.01%-18713F-HRTimelineGroup
DAVENPORT & Co LLC5,659$433K<0.01%+54213F-HRTimeline
Havemeyer Place LP5,648$432K0.04%new13F-HRTimeline
Farringdon Capital, Ltd.5,598$428K0.21%new13F-HRTimeline
International Private Wealth Advisors L…5,549$425K0.22%+85213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,492$420K<0.01%+48213F-HRTimeline
HUB Investment Partners, LLC5,461$418K0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,409$414K<0.01%+2,79513F-HRTimelineGroup
CERTUITY, LLC5,266$403K0.02%+2,30413F-HRTimeline
TCW GROUP INCin group TCW GROUP INC5,189$397K<0.01%+26113F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …5,187$397K0.1%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,157$395K0.06%-23113F-HRTimeline
Farther Finance Advisors, LLC5,072$389K<0.01%-30313F-HRTimeline
Belpointe Asset Management LLC5,074$388K0.01%-1513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,032$385K0.05%013F-HRTimeline
Daniel Investment Group, Inc.5,031$385K0.23%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,017$384K0.01%new13F-HRTimelineGroup
Silverleafe Capital Partners, LLC5,000$382K0.1%013F-HRTimeline
D.A. DAVIDSON & CO.4,989$382K<0.01%-1113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,962$380K0.07%+2,06913F-HR/ATimeline
Samalin Investment Counsel, LLC4,948$378K0.12%+1513F-HRTimeline
Inscription Capital, LLC4,922$377K0.03%+50513F-HRTimeline
EVERPAR ADVISORS LLC4,903$375K0.11%new13F-HRTimeline
Elevated Capital Advisors, LLC4,849$371K0.1%-5,05213F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…4,750$363K0.08%013F-HRTimelineGroup
Phillips Wealth Planners LLC4,636$357K0.26%+1,18313F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,652$356K0.01%+2,69713F-HRTimeline
Moment Partners, LLC4,579$350K0.06%+35813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,551$348K<0.01%+1,25313F-HRTimelineGroup
Oxler Private Wealth LLC4,503$344K0.1%+2613F-HRTimeline
Evansbrook LLC4,499$344K0.21%013F-HRTimeline
Procyon Advisors, LLC4,466$342K0.01%-313F-HRTimeline
Qtron Investments LLC4,458$341K0.05%new13F-HRTimeline
Allworth Financial LP4,453$341K<0.01%+76813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,422$338K0.01%-50513F-HRTimelineGroup
Trust Co of the South4,404$337K0.05%013F-HRTimeline
Moors & Cabot, Inc.4,393$336K0.01%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,345$332K0.16%013F-HRTimeline
Edgestream Partners, L.P.4,299$329K0.01%new13F-HRTimeline
Carrera Capital Advisors4,273$327K0.05%-2013F-HRTimeline
Sowell Financial Services LLC4,215$322K0.01%-62713F-HRTimeline
Rehmann Capital Advisory Group4,148$317K0.01%-61213F-HRTimeline
Ellevest, Inc.4,134$316K0.04%new13F-HRTimeline
Baker Avenue Asset Management, LP4,123$315K0.01%new13F-HRTimeline
Clearstead Advisors, LLC4,123$315K<0.01%+1,86613F-HRTimeline
AlphaCore Capital LLC4,086$313K0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,077$312K0.02%-12413F-HRTimeline
Capital Investment Advisors, LLC4,014$307K<0.01%+4113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,010$307K<0.01%-213F-HRTimelineGroup
Aprio Wealth Management, LLC3,948$302K0.01%+46113F-HRTimeline
Oslo Pensjonsforsikring AS3,918$300K0.03%+1,03713F-HRTimeline
Cresset Asset Management, LLC3,906$299K<0.01%+13513F-HRTimeline
EntryPoint Capital, LLC3,893$298K0.07%-8,80413F-HRTimeline
Mattson Financial Services, LLC3,999$297K0.06%013F-HRTimeline
CX Institutional3,884$297K0.01%-32613F-HRTimeline
Blue Trust, Inc.3,845$294K<0.01%-1,05713F-HRTimeline
CoreCap Advisors, LLC3,838$294K0.01%+1,06913F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP3,815$292K0.07%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,804$291K0.02%+26613F-HRTimeline
Aventura Private Wealth, LLC3,766$288K0.09%013F-HRTimeline
Perigon Wealth Management, LLC3,720$285K<0.01%+62413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,658$280K0.01%+20813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,644$279K0.07%+31613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,633$278K0.02%+63213F-HRTimeline
Evercore Wealth Management, LLC3,600$275K<0.01%new13F-HRTimeline
Parallel Advisors, LLC3,595$275K<0.01%-50613F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,593$275K0.01%-2313F-HRTimeline
BRIGHTON JONES LLC3,571$273K0.01%+92113F-HRTimeline
Kingsview Wealth Management, LLC3,537$271K<0.01%new13F-HRTimeline
Tema ETFs LLC3,532$270K0.01%+29013F-HRTimeline
TOBAM3,520$269K0.07%-4,36613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pointe Capital Management LLC3,515$269K0.12%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,510$269K<0.01%-1613F-HRTimeline
VestGen Advisors, LLC3,483$266K0.01%+22913F-HRTimeline
NORDEN GROUP LLC3,470$265K0.02%-43213F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,450$264K0.01%013F-HRTimeline
Financial Strategies Group, Inc.3,614$262K0.04%+2413F-HRTimeline
MGO ONE SEVEN LLC3,417$261K<0.01%+45813F-HRTimeline
VeraBank, N.A.3,400$260K0.04%013F-HRTimeline
Stiles Financial Services Inc3,396$260K0.07%013F-HRTimeline
Advisory Services Network, LLC3,388$259K<0.01%+46013F-HRTimeline
GSA CAPITAL PARTNERS LLP3,388$259K0.02%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,358$257K<0.01%new13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,315$254K<0.01%+19413F-HRTimelineGroup
SUMMITRY LLC3,303$253K0.01%new13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.3,269$250K0.05%+113F-HRTimelineGroup
LVW Advisors, LLC3,244$248K0.02%-213F-HRTimeline
Quarry LP3,231$247K0.04%-45413F-HRTimeline
TD Waterhouse Canada Inc.3,227$245K<0.01%-17,17513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,182$243K<0.01%new13F-HRTimelineGroup
Gen-Wealth Partners Inc3,179$243K0.07%013F-HRTimeline
Checchi Capital Advisers, LLC3,155$241K0.02%+35813F-HRTimeline
Bollard Group LLC3,156$241K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,135$240K<0.01%new13F-HRTimeline
CHICAGO TRUST Co NA3,100$237K0.03%013F-HRTimeline
Waverly Advisors, LLC3,096$237K<0.01%-39113F-HRTimeline
Horizon Investment Services, LLC3,089$236K0.07%+18113F-HRTimeline
Welch & Forbes LLC3,054$234K<0.01%new13F-HRTimeline
Journey Advisory Group, LLC3,050$233K0.02%013F-HRTimeline
Bull Harbor Capital LLC3,031$232K0.05%new13F-HRTimeline
Spartan Wealth Advisory Services LLC3,024$231K0.02%-1313F-HRTimeline
DV Trading LLC3,000$230K0.02%+20013F-HRTimeline
SkyOak Wealth, LLC3,000$230K0.04%013F-HRTimeline
Longboard Asset Management, LP2,982$228K3.82%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,958$226K<0.01%-1,37413F-HRTimelineGroup
OneDigital Investment Advisors LLC2,951$226K<0.01%+15413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,950$226K<0.01%013F-HRTimeline
Secure Asset Management, LLC2,906$222K0.03%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW2,890$221K0.03%+13113F-HRTimelineGroup
Savvy Advisors, Inc.2,854$218K<0.01%new13F-HRTimeline
Walker Asset Management, LLC2,836$217K0.11%+2213F-HRTimeline
Midwest Trust Co2,826$216K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,824$216K<0.01%new13F-HRTimeline
71 West Capital Partners2,823$216K0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.2,818$216K0.03%-513F-HRTimeline
Stonebrook Private Inc.2,765$212K0.04%new13F-HRTimeline
Larson Financial Group LLC2,759$211K0.01%+73013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,758$211K0.01%+813F-HRTimeline
Pallas Capital Advisors LLC2,758$211K0.01%-1313F-HRTimeline
STOCK YARDS BANK & TRUST CO2,752$211K0.01%-5513F-HR/ATimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,712$208K0.06%-8213F-HRTimelineGroup
West Family Investments, Inc.2,707$207K0.06%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,700$207K0.06%013F-HRTimeline
Versant Capital Management, Inc2,680$205K0.02%+43613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,674$205K<0.01%-1,54013F-HRTimeline
Miller Financial Services LLC2,668$204K0.16%new13F-HRTimeline
NorthCrest Asset Manangement, LLC2,714$204K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,648$203K<0.01%new13F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…2,646$202K0.05%+12313F-HRTimelineGroup
INGALLS & SNYDER LLC2,636$202K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,634$202K0.01%-9413F-HRTimelineGroup
Hexagon Capital Partners LLC2,626$201K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA2,585$198K0.02%+97913F-HRTimeline
Continuum Advisory, LLC2,282$175K0.01%new13F-HRTimeline
WHITTIER TRUST CO2,034$155K<0.01%-6,30513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,022$155K0.02%-1613F-HRTimelineGroup
Crewe Advisors LLC2,010$154K0.01%+10513F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,848$141K0.03%+1,79813F-HRTimeline
Harborfront Financial Group LLC1,740$133K0.5%13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,551$118K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,515$116K0.01%+913F-HRTimeline
MeadowBrook Investment Advisors LLC1,500$115K0.09%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,495$114K0.01%013F-HRTimeline
Caitlin John, LLC1,468$112K0.06%013F-HRTimeline
Manchester Capital Management LLC1,463$112K0.01%+40613F-HRTimeline
Costello Asset Management, INC1,408$108K0.03%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,405$107K0.04%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,363$104K<0.01%+9713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,350$103K0.02%013F-HRTimeline
SJS Investment Consulting Inc.1,303$99.7K0.01%+55513F-HRTimeline
SIMPLEX TRADING, LLC1,285$98.3K<0.01%+18113F-HRTimeline
CVA Family Office, LLC1,243$95.1K0.01%-26213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,196$91.5K<0.01%-813F-HRTimelineGroup
Quent Capital, LLC1,185$90.6K0.01%+20313F-HRTimeline
Bruce G. Allen Investments, LLC1,177$90K0.06%-12613F-HRTimeline
Cranbrook Wealth Management, LLC1,113$85.1K0.02%013F-HRTimeline
RHL GROUP, LLC1,098$84.5K0.07%+813F-HRTimeline
MONTAG A & ASSOCIATES INC1,100$84.2K<0.01%013F-HRTimeline
Caldwell Trust Co1,087$83.2K0.01%013F-HRTimeline
Grove Bank & Trust1,072$82K0.01%013F-HRTimeline
OSTRUM ASSET MANAGEMENT980$75K<0.01%013F-HRTimeline
IFP Advisors, Inc976$74.7K<0.01%+10613F-HRTimeline
Cromwell Holdings LLC970$74.2K0.03%+2713F-HRTimeline
Bernard Wealth Management Corp.962$73.6K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.895$68.5K0.03%-5513F-HRTimeline
UMB Bank, n.a.875$66.9K<0.01%+8613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFG Advisory, LLC872$66.7K<0.01%new13F-HRTimeline
CYBER HORNET ETFs LLC843$64.5K0.04%+613F-HRTimeline