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Disclosery

CMS CMS ENERGY CORP

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Stock (common), issuer CIK 811156

717 managers (736 13F filers) reported a position in CMS shares at 2025-03-31, 286,946,519 shares in all. 82 filers opened a position and 64 filers sold out during the quarter.

Managers
717
13F filers
736
New
82
Added
288
Reduced
239
Sold out
64
Shares held by filers
286,946,519

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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$586K0.29%013F-HRTimeline
MATHER GROUP, LLC.7,762$583K0.01%+3,76613F-HRTimeline
Blue Trust, Inc.7,535$566K0.01%+1,37413F-HRTimeline
Acorn Wealth Advisors, LLC7,488$562K0.23%+4013F-HRTimeline
Entropy Technologies, LP7,369$553K0.05%new13F-HRTimeline
V-Square Quantitative Management LLC7,304$549K0.08%+28113F-HRTimeline
Plante Moran Financial Advisors, LLC7,113$534K0.05%-1,62413F-HRTimeline
EntryPoint Capital, LLC6,978$524K0.24%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO6,972$524K0.02%013F-HRTimeline
Advisory Alpha, LLC6,932$521K0.02%-27413F-HR/ATimeline
DANSKE BANK A/S6,800$511K<0.01%013F-HRTimeline
Empowered Funds, LLC6,788$510K0.01%+1,22613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,247$509K<0.01%-4213F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,424$483K<0.01%+27413F-HRTimeline
Ballentine Partners, LLC6,296$473K0.01%+85713F-HRTimeline
Farringdon Capital, Ltd.6,145$462K0.23%new13F-HRTimeline
Geneos Wealth Management Inc.6,039$454K0.01%+4,35413F-HRTimeline
CONNING INC.in group CONNING INC.5,969$448K0.02%013F-HRTimelineGroup
International Private Wealth Advisors L…5,851$439K0.42%+44513F-HRTimeline
Samalin Investment Counsel, LLC5,747$432K0.18%+1,05913F-HRTimeline
Vestmark Advisory Solutions, Inc.5,746$432K0.01%new13F-HRTimeline
Ethic Inc.5,681$427K0.01%+63313F-HRTimeline
Accurate Wealth Management, LLC5,871$422K0.08%-3013F-HRTimeline
Wedmont Private Capital5,818$418K0.02%+88013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co5,533$416K0.02%013F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC5,359$403K0.08%+13513F-HRTimeline
Crestwood Advisors Group, LLC5,338$401K0.01%-11413F-HRTimeline
WEDBUSH SECURITIES INC5,304$398K0.01%+10813F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,296$398K0.02%-413F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.5,289$397K0.05%+87813F-HRTimeline
Fulton Bank, N.A.5,280$397K0.02%-8213F-HRTimeline
SIGNATUREFD, LLC5,216$392K0.01%+46413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,187$390K0.04%-313F-HRTimeline
Belpointe Asset Management LLC5,085$382K0.02%+6813F-HRTimeline
Caprock Group, LLC5,085$382K0.01%+1,52913F-HRTimeline
Carrera Capital Advisors5,074$381K0.08%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,057$380K<0.01%-54713F-HRTimeline
LMR Partners LLPin group LMR Partners LLP5,054$380K0.01%new13F-HRTimelineGroup
Frank, Rimerman Advisors LLC5,022$377K0.03%+35313F-HRTimeline
Segment Wealth Management, LLC5,008$376K0.03%new13F-HRTimeline
Silverleafe Capital Partners, LLC5,000$376K0.13%013F-HRTimeline
Smith Group Asset Management, LLC5,000$376K0.03%013F-HRTimeline
HighPoint Advisor Group LLC5,027$370K0.02%+19713F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,897$368K0.01%+26013F-HRTimeline
Moment Partners, LLC4,832$363K0.07%-2313F-HRTimeline
GeoWealth Management, LLC4,831$363K0.01%+3,54013F-HRTimeline
Trivium Point Advisory, LLC4,797$360K0.04%+1,40113F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…4,750$357K0.09%013F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.4,730$355K0.06%-10013F-HRTimeline
NewEdge Wealth, LLC4,707$354K0.01%-83013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,704$353K0.01%-12013F-HRTimeline
Foundations Investment Advisors, LLC4,693$353K0.01%new13F-HRTimeline
Sowell Financial Services LLC4,678$351K0.02%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,662$350K<0.01%+40013F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.4,645$349K0.24%-10013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,605$346K0.01%+49613F-HRTimelineGroup
Oxler Private Wealth LLC4,515$339K0.12%+2413F-HRTimeline
DAVENPORT & Co LLC4,504$338K<0.01%+88513F-HRTimeline
Pallas Capital Advisors LLC4,496$338K0.01%+3713F-HRTimeline
MBB PUBLIC MARKETS I LLC4,467$336K0.04%new13F-HR/ATimeline
Trust Co of the South4,423$332K0.07%+1913F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,415$332K0.01%+1,23413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,354$327K<0.01%-11,22413F-HR/ATimelineGroup
Horizon Investments, LLC4,349$324K0.01%+21013F-HRTimeline
Stephens Consulting, LLC4,226$317K0.08%-10113F-HRTimeline
Capital Investment Advisors, LLC4,209$316K0.01%-11213F-HRTimeline
LVW Advisors, LLC4,197$315K0.04%+2513F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,179$314K0.02%013F-HRTimeline
Bison Wealth, LLC4,196$309K0.03%new13F-HRTimeline
Financial Advisors Network, Inc.4,087$307K0.05%+25613F-HRTimeline
Journey Advisory Group, LLC4,050$304K0.02%013F-HRTimeline
Continuum Advisory, LLC3,971$298K0.04%+49913F-HRTimeline
OneDigital Investment Advisors LLC3,952$297K<0.01%+73813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC3,913$294K<0.01%-13,18813F-HRTimelineGroup
Integrated Wealth Concepts LLC3,896$293K<0.01%new13F-HRTimeline
MCDONALD PARTNERS LLC3,830$288K0.08%+44813F-HRTimeline
Cerro Pacific Wealth Advisors LLC4,305$287K0.09%+1613F-HRTimeline
SageView Advisory Group, LLC3,766$283K0.01%+413F-HRTimeline
Aventura Private Wealth, LLC3,726$280K0.15%013F-HRTimeline
Financial Strategies Group, Inc.3,844$279K0.07%+2213F-HRTimeline
Quarry LP3,677$276K0.07%+2,55913F-HRTimeline
NorthRock Partners, LLC3,632$273K0.01%+1513F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,605$271K0.01%-12713F-HRTimeline
Scientech Research LLC3,594$270K0.07%new13F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,566$268K0.01%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…3,562$268K<0.01%-19,49213F-HRTimeline
Parallel Advisors, LLC3,552$267K0.01%+59713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,542$266K<0.01%+20813F-HR/ATimelineGroup
Pointe Capital Management LLC3,515$264K0.15%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.3,459$260K0.06%-4913F-HRTimelineGroup
Gen-Wealth Partners Inc3,457$260K0.11%-11613F-HRTimeline
B. Riley Wealth Advisors, Inc.3,451$259K0.01%-2413F-HRTimeline
Siemens Fonds Invest GmbH3,433$258K0.02%+20413F-HRTimeline
TFB Advisors LLC3,432$258K0.07%+413F-HRTimeline
VeraBank, N.A.3,400$255K0.07%013F-HRTimeline
Strait & Sound Wealth Management LLC3,393$255K0.12%013F-HRTimeline
Baader Bank Aktiengesellschaft3,368$253K0.03%-1013F-HRTimeline
Sage Mountain Advisors LLC3,360$252K0.02%+14413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,519$252K0.1%+1313F-HRTimeline
Stiles Financial Services Inc3,320$249K0.1%+2413F-HRTimeline
Farther Finance Advisors, LLC3,297$248K0.01%+2,18013F-HRTimeline
Full Sail Capital, LLC3,254$244K0.02%-19113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,244$244K0.01%+4413F-HRTimeline
Aaron Wealth Advisors LLC3,201$240K0.03%new13F-HRTimeline
SHERBROOKE PARK ADVISERS LLC3,181$239K0.11%new13F-HRTimeline
DRW Securities, LLC3,131$235K0.02%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,116$234K0.12%+10213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC3,099$233K0.01%new13F-HR/ATimeline
Venture Visionary Partners LLC3,046$229K0.01%-10413F-HRTimeline
SkyOak Wealth, LLC3,000$225K0.05%new13F-HRTimeline
Longboard Asset Management, LP2,982$224K0.66%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,950$222K<0.01%new13F-HRTimeline
SYON CAPITAL LLC2,940$221K0.02%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW2,903$218K0.04%-18113F-HRTimelineGroup
Stanley-Laman Group, Ltd.2,839$213K0.03%new13F-HRTimeline
FINANCIAL COUNSELORS INC2,826$212K<0.01%-20213F-HRTimeline
Parallax Volatility Advisers, L.P.2,814$211K0.01%new13F-HRTimeline
West Family Investments, Inc.2,802$210K0.08%new13F-HRTimeline
Atom Investors LP2,757$207K0.03%-39,14513F-HRTimeline
CoreCap Advisors, LLC2,756$207K0.01%-36813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,783$206K<0.01%+1,37913F-HR/ATimelineGroup
PharVision Advisers, LLC2,747$206K0.29%new13F-HRTimeline
Walker Asset Management, LLC2,732$205K0.12%new13F-HRTimeline
Dana Investment Advisors, Inc.2,702$203K0.01%new13F-HRTimeline
Checchi Capital Advisers, LLC2,702$203K0.01%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,700$203K0.16%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,665$200K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,647$199K0.01%+85613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,550$191K0.01%+15413F-HRTimelineGroup
Clearstead Advisors, LLC2,511$189K<0.01%-6813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,030$152K0.02%+2413F-HRTimelineGroup
Alaska Permanent Fund Corp2,070$152K<0.01%013F-HRTimeline
CX Institutional1,967$148K0.01%new13F-HRTimeline
OSTRUM ASSET MANAGEMENT1,913$144K0.01%-5013F-HRTimeline
Crewe Advisors LLC1,905$143K0.02%013F-HRTimeline
State of Wyoming1,899$143K0.02%+25113F-HRTimeline
Versant Capital Management, Inc1,878$141K0.02%+1,66513F-HRTimeline
Allworth Financial LP1,892$140K<0.01%+25813F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,634$123K0.01%+3113F-HRTimeline
MAI Capital Management1,572$118K<0.01%+313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,551$116K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC1,500$113K0.11%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,500$113K0.04%013F-HRTimeline
Bruce G. Allen Investments, LLC1,499$113K0.09%-113F-HRTimeline
OAKWORTH CAPITAL, INC.1,495$112K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,480$111K0.05%013F-HRTimeline
PRIVATE TRUST CO NA1,466$110K0.01%+18513F-HRTimeline
Brooklyn Investment Group1,448$109K0.02%+79513F-HRTimeline
Covestor Ltd1,443$108K0.07%+37813F-HRTimeline
Costello Asset Management, INC1,408$106K0.04%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,328$99.7K<0.01%+32913F-HRTimelineGroup
Quent Capital, LLC1,303$97.9K0.01%+9013F-HRTimeline
HWG Holdings LP1,300$97.6K0.04%new13F-HRTimeline
CVA Family Office, LLC1,214$91.2K0.01%+1913F-HRTimeline
Oslo Pensjonsforsikring AS1,206$90.6K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,316$85.8K<0.01%+12513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,110$83.4K<0.01%+30613F-HRTimeline
MONTAG A & ASSOCIATES INC1,100$82.6K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,088$81.7K<0.01%new13F-HRTimeline
Caldwell Trust Co1,087$81.6K0.01%013F-HRTimeline
Grove Bank & Trust1,072$80.5K0.01%+67113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,071$80K<0.01%-4513F-HRTimelineGroup
Arax Advisory Partners1,054$79.2K0.01%-29813F-HRTimeline
Catalyst Capital Advisors LLC1,053$79.1K<0.01%-3513F-HRTimeline
Centerpoint Advisors, LLC1,000$75K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.999$75K0.01%new13F-HRTimeline
Bernard Wealth Management Corp.962$72.3K0.04%new13F-HRTimeline
Robbins Farley932$70K0.04%013F-HRTimeline
Cranbrook Wealth Management, LLC915$68.7K0.02%+4213F-HRTimeline
Amica Retiree Medical Trust905$68K0.1%-16113F-HRTimeline
Cromwell Holdings LLC902$67.7K0.04%+1813F-HRTimeline
New Age Alpha Advisors, LLC890$66.8K<0.01%-2,70713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.870$65.3K0.03%-10613F-HRTimeline
Parkside Financial Bank & Trust865$65K0.01%-2113F-HRTimeline
IFP Advisors, Inc759$64.4K<0.01%-23313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC810$60.8K<0.01%+5513F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC841$60K0.04%-25113F-HRTimeline
Larson Financial Group LLC794$59.6K<0.01%+7413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO717$53.9K<0.01%-1,94713F-HRTimelineGroup
TruNorth Capital Management, LLC712$53.5K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA670$50.3K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.637$47.9K<0.01%+12313F-HRTimeline
WPG Advisers, LLC628$47.2K0.04%+1213F-HRTimeline
Global Financial Private Client, LLC610$45.8K0.02%+1613F-HRTimeline
Hemington Wealth Management592$44K0.01%+5813F-HRTimeline
Hexagon Capital Partners LLC560$42.1K0.01%+11313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.555$41.7K0.03%+10013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC539$40.5K0.02%013F-HRTimeline
Manchester Capital Management LLC516$38.8K<0.01%-3613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.484$36.4K0.02%-4413F-HRTimeline
AlphaQuest LLC451$33.9K<0.01%+33413F-HRTimeline
UMB Bank, n.a.439$33K<0.01%+11313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BankPlus Trust Departmentin group BankPlus Trust Department430$32.3K0.01%013F-HRTimelineGroup
Front Row Advisors LLC420$31.5K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC413$31K<0.01%-10013F-HRTimelineGroup
CNB Bank413$31K0.02%013F-HRTimeline
TOBAM414$31K0.01%-33213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lindbrook Capital, LLC408$30.6K<0.01%-71213F-HRTimeline
AdvisorNet Financial, Inc407$30.6K<0.01%-113F-HRTimeline
Deseret Mutual Benefit Administrators405$30.4K0.02%013F-HRTimeline