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Disclosery

CMS CMS ENERGY CORP

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Stock (common), issuer CIK 811156

729 managers (747 13F filers) reported a position in CMS shares at 2025-06-30, 295,279,883 shares in all. 82 filers opened a position and 73 filers sold out during the quarter.

Managers
729
13F filers
747
New
82
Added
294
Reduced
240
Sold out
73
Shares held by filers
295,279,883

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Prospera Financial Services Inc8,025$556K0.01%-4,23513F-HRTimeline
V-Square Quantitative Management LLC7,859$544K0.07%+55513F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC7,802$541K0.01%new13F-HRTimelineGroup
Boit C F David7,800$540K0.26%013F-HRTimeline
Vise Technologies, Inc.7,715$534K0.02%13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,683$532K0.01%new13F-HRTimelineGroup
Wedmont Private Capital7,571$528K0.02%+1,75313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,405$513K<0.01%+15813F-HRTimelineGroup
Acorn Wealth Advisors, LLC7,343$509K0.19%-14513F-HRTimeline
Investment Management Corp of Ontario7,292$505K0.01%-1,20013F-HRTimeline
Quaero Capital S.A.7,161$496K0.62%new13F-HRTimeline
LMR Partners LLPin group LMR Partners LLP6,906$478K0.01%+1,85213F-HRTimelineGroup
Empowered Funds, LLC6,878$477K0.01%+9013F-HRTimeline
SHELL ASSET MANAGEMENT CO6,867$476K0.02%-10513F-HRTimeline
Advisory Alpha, LLC6,864$476K0.01%-6813F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…6,848$474K<0.01%-8,12813F-HRTimelineGroup
Plante Moran Financial Advisors, LLC6,825$473K0.03%-28813F-HRTimeline
EntryPoint Capital, LLC6,769$469K0.24%-20913F-HRTimeline
MUFG SECURITIES AMERICAS INC.6,629$459K0.04%+1,34013F-HRTimeline
Ballentine Partners, LLC6,538$453K0.01%+24213F-HRTimeline
Ethic Inc.6,533$451K0.01%+85213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,220$431K0.01%-16,63313F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC6,209$430K<0.01%new13F-HRTimelineGroup
CONNING INC.in group CONNING INC.6,200$430K0.01%+23113F-HRTimelineGroup
Fieldview Capital Management, LLC6,183$428K0.06%new13F-HRTimeline
Segment Wealth Management, LLC6,180$428K0.03%+1,17213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC6,165$427K0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…6,025$417K0.01%+1,61013F-HRTimeline
Accurate Wealth Management, LLC5,854$413K0.06%-1713F-HRTimeline
NorthCoast Asset Management LLC5,947$412K<0.01%-2,12213F-HRTimeline
SYON CAPITAL LLC5,734$397K0.03%+2,79413F-HRTimeline
Trivium Point Advisory, LLC5,598$388K0.04%+80113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,597$388K<0.01%-82713F-HRTimeline
Crestwood Advisors Group, LLC5,517$382K0.01%+17913F-HRTimeline
Samalin Investment Counsel, LLC5,488$380K0.15%-25913F-HRTimeline
Fulton Bank, N.A.5,476$379K0.01%+19613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,470$379K0.01%+86513F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.5,367$372K0.06%new13F-HRTimeline
SIGNATUREFD, LLC5,346$370K0.01%+13013F-HRTimeline
HighPoint Advisor Group LLC5,331$369K0.02%+30413F-HRTimeline
WEDBUSH SECURITIES INC5,297$367K0.01%-713F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,262$365K0.07%-9713F-HRTimeline
Baader Bank Aktiengesellschaft5,204$360K0.03%+1,83613F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,151$357K0.02%new13F-HRTimeline
Belpointe Asset Management LLC5,081$352K0.01%-413F-HRTimeline
Carrera Capital Advisors5,074$352K0.07%013F-HRTimeline
OSSIAM5,025$348K<0.01%-6,78613F-HRTimeline
BLAIR WILLIAM & CO/IL5,015$347K<0.01%-4213F-HRTimeline
Moment Partners, LLC5,014$347K0.07%+18213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,001$346K<0.01%+1,45913F-HR/ATimelineGroup
Silverleafe Capital Partners, LLC5,000$346K0.12%013F-HRTimeline
Smith Group Asset Management, LLC5,000$346K0.02%013F-HRTimeline
NewEdge Wealth, LLC4,621$344K0.01%-8613F-HRTimeline
International Private Wealth Advisors L…4,924$341K0.29%-92713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,897$339K0.01%+19313F-HRTimeline
LVW Advisors, LLC4,867$337K0.04%+67013F-HRTimeline
Sowell Financial Services LLC4,768$330K0.01%+9013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…4,750$329K0.08%013F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.4,730$328K0.05%013F-HRTimeline
Financial Advisors Network, Inc.4,688$325K0.05%+60113F-HRTimeline
Vestmark Advisory Solutions, Inc.4,645$322K<0.01%-1,10113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,613$320K0.04%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,495$311K0.18%-15013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,460$309K0.01%+1,81313F-HRTimelineGroup
Oxler Private Wealth LLC4,405$305K0.1%-11013F-HRTimeline
Trust Co of the South4,404$305K0.05%-1913F-HRTimeline
Laird Norton Wetherby Wealth Management…4,345$301K0.01%13F-HRTimeline
Bison Wealth, LLC4,231$298K0.02%+3513F-HRTimeline
DAVENPORT & Co LLC4,239$294K<0.01%-26513F-HRTimeline
Stephens Consulting, LLC4,219$292K0.07%-713F-HRTimeline
Sage Mountain Advisors LLC4,215$292K0.02%+85513F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,179$289K0.01%013F-HR/ATimeline
Siemens Fonds Invest GmbH4,124$286K0.02%+69113F-HRTimeline
Continuum Advisory, LLC4,115$285K0.03%+14413F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,745$281K0.11%13F-HRTimeline
Journey Advisory Group, LLC4,050$281K0.02%013F-HRTimeline
Capital Investment Advisors, LLC4,016$278K<0.01%-19313F-HR/ATimeline
Frank, Rimerman Advisors LLC3,971$275K0.02%-1,05113F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,949$274K0.02%-1,34713F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC3,913$271K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC3,797$271K0.01%+3113F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,891$270K0.01%-1,00613F-HRTimeline
MCDONALD PARTNERS LLC3,863$269K0.06%+3313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,874$268K<0.01%-78813F-HRTimelineGroup
NorthRock Partners, LLC3,813$264K0.01%+18113F-HR/ATimeline
Merit Financial Group, LLC3,809$264K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC3,805$264K<0.01%-14713F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,803$263K0.01%+19813F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,740$259K0.07%-56513F-HRTimeline
Aventura Private Wealth, LLC3,726$258K0.11%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,706$257K<0.01%+1,04113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,708$256K<0.01%+92513F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP3,671$254K0.02%new13F-HRTimeline
MBB PUBLIC MARKETS I LLC3,661$254K0.03%-80613F-HRTimeline
Engineers Gate Manager LP3,640$252K<0.01%-49,11613F-HRTimeline
Financial Strategies Group, Inc.3,581$252K0.05%-26313F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,566$248K0.01%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,573$248K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC3,571$247K<0.01%+1913F-HRTimeline
Platform Technology Partners3,519$244K0.06%new13F-HRTimeline
Pointe Capital Management LLC3,515$244K0.13%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,477$241K0.08%-4213F-HRTimeline
MQS Management LLC3,472$241K0.13%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,463$240K-12,180Timeline
Essex Bankin group Essex Financial Services, Inc.3,461$240K0.06%+213F-HRTimelineGroup
Gen-Wealth Partners Inc3,457$240K0.09%013F-HRTimeline
TFB Advisors LLC3,441$238K0.06%+913F-HRTimeline
VeraBank, N.A.3,400$236K0.05%013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…3,391$235K0.02%new13F-HRTimelineGroup
Stiles Financial Services Inc3,346$232K0.08%+2613F-HRTimeline
Schonfeld Strategic Advisors LLC3,325$230K<0.01%-14,59913F-HRTimeline
First Heartland Consultants, Inc.3,298$228K0.02%new13F-HRTimeline
NORDEN GROUP LLC3,290$228K0.02%new13F-HRTimeline
Stanley-Laman Group, Ltd.3,281$227K0.03%+44213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,229$224K<0.01%new13F-HRTimelineGroup
Aaron Wealth Advisors LLC3,218$223K0.02%+1713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,195$221K0.01%-4913F-HRTimeline
Venture Visionary Partners LLC3,165$219K0.01%+11913F-HRTimeline
CHICAGO TRUST Co NA3,100$215K0.03%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.3,051$211K0.05%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,051$211K0.01%-4813F-HRTimeline
Full Sail Capital, LLC3,033$210K0.01%-22113F-HRTimeline
Brooklyn Investment Group3,019$209K0.03%+1,57113F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC3,017$209K0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,012$209K0.05%new13F-HRTimeline
SkyOak Wealth, LLC3,000$208K0.04%013F-HRTimeline
Longboard Asset Management, LP2,982$207K0.51%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,972$206K0.01%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,957$205K0.09%-15913F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT2,950$204K<0.01%013F-HRTimeline
Lakeridge Wealth Management LLC2,930$203K0.09%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,910$202K0.07%new13F-HR/ATimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW2,903$201K0.03%013F-HRTimelineGroup
Foundations Investment Advisors, LLC2,889$200K<0.01%-1,80413F-HRTimeline
Clearstead Advisors, LLC2,732$189K<0.01%+22113F-HRTimeline
CoreCap Advisors, LLC2,621$182K0.01%-13513F-HRTimeline
Farther Finance Advisors, LLC2,502$173K<0.01%-79513F-HRTimeline
Global Retirement Partners, LLC2,287$158K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.2,275$158K<0.01%-3,76413F-HRTimeline
Allworth Financial LP2,211$153K<0.01%+31913F-HRTimeline
Arax Advisory Partners2,185$151K0.01%+1,13113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,046$142K0.02%+1613F-HRTimelineGroup
IFP Advisors, Inc0$140K<0.01%-75913F-HRTimelineAmount filed as zero, left out of ratios.
Crewe Advisors LLC1,905$132K0.02%013F-HRTimeline
Quarry LP1,899$132K0.03%-1,77813F-HRTimeline
Versant Capital Management, Inc1,878$130K0.02%013F-HRTimeline
OSTRUM ASSET MANAGEMENT1,859$129K0.01%-5413F-HRTimeline
CX Institutional1,813$126K<0.01%-15413F-HR/ATimeline
MAI Capital Management1,776$123K<0.01%+20413F-HRTimeline
Oslo Pensjonsforsikring AS1,723$119K0.02%+51713F-HRTimeline
Larson Financial Group LLC1,701$118K<0.01%+90713F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,593$110K0.01%-4113F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,551$107K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC1,528$106K0.08%+2913F-HRTimeline
Aster Capital Management (DIFC) Ltd1,521$105K0.02%-20,78713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,511$105K<0.01%-1,03913F-HRTimelineGroup
MeadowBrook Investment Advisors LLC1,500$104K0.09%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,500$104K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,495$104K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,480$103K0.05%013F-HRTimeline
PRIVATE TRUST CO NA1,419$98.3K0.01%-4713F-HRTimeline
Costello Asset Management, INC1,408$97.5K0.04%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,317$91.2K<0.01%-1113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,278$88.6K<0.01%+16813F-HRTimeline
CVA Family Office, LLC1,221$84.6K0.01%+713F-HRTimeline
TD Waterhouse Canada Inc.1,165$81.7K<0.01%-15113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,164$81K<0.01%+9313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,123$77.8K<0.01%+3513F-HRTimeline
MONTAG A & ASSOCIATES INC1,100$76.2K<0.01%013F-HRTimeline
Caldwell Trust Co1,087$75.3K0.01%013F-HRTimeline
Grove Bank & Trust1,072$74.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,037$71K0.01%+3813F-HRTimeline
Bernard Wealth Management Corp.962$66.6K0.03%013F-HRTimeline
Robbins Farley932$64.6K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.930$64.4K0.03%+6013F-HRTimeline
Cromwell Holdings LLC926$64.2K0.04%+2413F-HRTimeline
Amica Retiree Medical Trust905$63K0.09%013F-HRTimeline
Catalyst Capital Advisors LLC907$62.8K<0.01%-14613F-HRTimeline
Parkside Financial Bank & Trust891$61.7K0.01%+2613F-HRTimeline
MUFG Securities EMEA plc880$61K<0.01%new13F-HR/ATimeline
Cranbrook Wealth Management, LLC873$60.5K0.01%-4213F-HRTimeline
Caitong International Asset Management …842$58.3K0.04%new13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC841$58K0.03%013F-HRTimeline
GeoWealth Management, LLC837$58K<0.01%-3,99413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO822$56.9K<0.01%+10513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC810$56.1K<0.01%013F-HR/ATimeline
CYBER HORNET ETFs LLC770$53K0.04%new13F-HRTimeline
TruNorth Capital Management, LLC712$49.3K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.660$46.3K0.03%+10513F-HRTimeline
Hemington Wealth Management638$44K0.01%+4613F-HRTimeline
UMB Bank, n.a.577$40K<0.01%+13813F-HR/ATimeline
TOBAM559$39K0.02%+14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MARK SHEPTOFF FINANCIAL PLANNING, LLC539$37.3K0.02%013F-HRTimeline
TRUST CO OF VERMONT535$37.1K<0.01%+30013F-HRTimeline
First Horizon Advisors, Inc.524$36.3K<0.01%-11313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC513$35.5K<0.01%+10013F-HRTimelineGroup
Manchester Capital Management LLC513$35.5K<0.01%-313F-HRTimeline
WPG Advisers, LLC507$35.1K0.03%-12113F-HRTimeline
Capital A Wealth Management, LLC594$34.5K0.39%+57413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department430$29.8K0.01%013F-HRTimelineGroup