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Disclosery

CMS CMS ENERGY CORP

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Stock (common), issuer CIK 811156

757 managers (777 13F filers) reported a position in CMS shares at 2025-09-30, 289,324,000 shares in all. 92 filers opened a position and 59 filers sold out during the quarter.

Managers
757
13F filers
777
New
92
Added
298
Reduced
248
Sold out
59
Shares held by filers
289,324,000

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Oak Thistle LLC8,691$637K0.1%-13,35013F-HRTimeline
MML INVESTORS SERVICES, LLC8,679$636K<0.01%-48313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…8,384$614K0.01%-283,84213F-HRTimelineGroup
Vise Technologies, Inc.8,335$611K0.02%+62013F-HRTimeline
Aaron Wealth Advisors LLC8,225$603K0.04%+5,00713F-HRTimeline
NorthCoast Asset Management LLC8,092$593K<0.01%+2,14513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.8,075$592K<0.01%+2,47813F-HRTimeline
MUFG SECURITIES AMERICAS INC.8,072$591K0.04%+1,44313F-HRTimeline
Wedmont Private Capital7,884$582K0.02%+31313F-HRTimeline
Boit C F David7,800$571K0.26%013F-HRTimeline
GTS SECURITIES LLC7,621$558K0.02%new13F-HRTimeline
Ethic Inc.7,407$543K0.01%+87413F-HRTimeline
SYON CAPITAL LLC7,407$543K0.03%+1,67313F-HRTimeline
Acorn Wealth Advisors, LLC7,387$541K0.17%+4413F-HRTimeline
Ballentine Partners, LLC7,352$539K0.01%+81413F-HRTimeline
Polymer Capital Management (US) LLC7,351$539K0.07%-27,94613F-HRTimeline
Empowered Funds, LLC7,172$525K0.01%+29413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,153$518K0.02%-2,87513F-HRTimelineGroup
BKM Wealth Management, LLC6,911$506K0.19%-3,39713F-HRTimeline
SHELL ASSET MANAGEMENT CO6,867$503K0.05%013F-HRTimeline
Plante Moran Financial Advisors, LLC6,759$495K0.03%-6613F-HRTimeline
TWO SIGMA SECURITIES, LLC6,751$495K0.07%-8,58513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,582$482K0.01%+1,68513F-HRTimeline
Callan Family Office, LLC6,442$472K0.02%+27713F-HRTimeline
Segment Wealth Management, LLC6,390$468K0.03%+21013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,325$463K0.01%-5,13813F-HRTimeline
Advisory Alpha, LLC6,404$460K0.01%-46013F-HRTimeline
Frank, Rimerman Advisors LLC6,277$460K0.03%+2,30613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,248$458K<0.01%+1,24713F-HR/ATimelineGroup
OSTRUM ASSET MANAGEMENT6,204$455K0.02%+4,34513F-HRTimeline
SHERBROOKE PARK ADVISERS LLC6,134$449K0.21%-12,99113F-HRTimeline
Prospera Financial Services Inc6,084$446K0.01%-1,94113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,970$437K0.02%-3,81613F-HRTimeline
Accurate Wealth Management, LLC5,843$434K0.06%-1113F-HRTimeline
CONNING INC.in group CONNING INC.5,924$434K0.01%-27613F-HRTimelineGroup
SIGNATUREFD, LLC5,920$434K0.01%+57413F-HRTimeline
MUFG Securities EMEA plc5,729$420K0.01%+4,84913F-HRTimeline
FORA Capital, LLC5,617$412K0.07%-8,23413F-HRTimeline
BLAIR WILLIAM & CO/IL5,598$410K<0.01%+58313F-HRTimeline
Baader Bank Aktiengesellschaft5,456$398K0.03%+25213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HighPoint Advisor Group LLC5,428$398K0.02%+9713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,357$392K0.01%-11313F-HRTimelineGroup
Samalin Investment Counsel, LLC5,319$390K0.13%-16913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,312$389K0.01%+2,29513F-HRTimeline
Moment Partners, LLC5,260$385K0.07%+24613F-HRTimeline
OSSIAM5,245$384K<0.01%+22013F-HRTimeline
Fulton Bank, N.A.5,218$382K0.01%-25813F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,133$376K0.07%-12913F-HRTimeline
NorthRock Partners, LLC5,088$373K0.01%+1,27513F-HRTimeline
Belpointe Asset Management LLC5,075$372K0.01%-613F-HRTimeline
Inscription Capital, LLC5,061$371K0.04%new13F-HRTimeline
Silverleafe Capital Partners, LLC5,000$366K0.11%013F-HRTimeline
Smith Group Asset Management, LLC5,000$366K0.02%013F-HRTimeline
Financial Advisors Network, Inc.4,930$361K0.05%+24213F-HRTimeline
Crestwood Advisors Group, LLC4,911$360K0.01%-60613F-HRTimeline
Bison Wealth, LLC4,962$360K0.03%+73113F-HRTimeline
Sowell Financial Services LLC4,867$357K0.01%+9913F-HRTimeline
Wilmington Savings Fund Society, FSB4,862$356K0.01%-3,86513F-HR/ATimeline
LVW Advisors, LLC4,821$353K0.04%-4613F-HRTimeline
Merit Financial Group, LLC4,818$353K<0.01%+1,00913F-HR/ATimeline
JMAC ENTERPRISES LLC4,800$352K0.07%new13F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…4,750$348K0.08%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,838$348K<0.01%+1,13013F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.4,730$347K0.05%013F-HRTimeline
Carrera Capital Advisors4,663$342K0.06%-41113F-HRTimeline
Vestmark Advisory Solutions, Inc.4,508$330K0.01%-13713F-HRTimeline
Oxler Private Wealth LLC4,429$324K0.09%+2413F-HRTimeline
Trust Co of the South4,404$323K0.05%013F-HRTimeline
International Private Wealth Advisors L…4,349$319K0.2%-57513F-HRTimeline
Laird Norton Wetherby Wealth Management…4,348$319K0.01%+313F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,345$318K0.16%-15013F-HRTimeline
Voleon Capital Management LP4,340$318K0.01%new13F-HRTimeline
DAVENPORT & Co LLC4,333$317K<0.01%+9413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,308$316K0.01%-15213F-HRTimelineGroup
NewEdge Wealth, LLC4,343$315K<0.01%-27813F-HRTimeline
Trivium Point Advisory, LLC4,266$313K0.03%-1,33213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,189$307K0.01%new13F-HRTimelineGroup
Mattson Financial Services, LLC4,178$306K0.07%new13F-HRTimeline
Stephens Consulting, LLC4,125$302K0.1%-9413F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,122$302K0.01%+23113F-HRTimeline
Siemens Fonds Invest GmbH4,100$300K0.02%-2413F-HRTimeline
Sage Mountain Advisors LLC4,090$300K0.02%-12513F-HRTimeline
Journey Advisory Group, LLC4,050$297K0.02%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,039$296K<0.01%+33313F-HRTimelineGroup
Capital Investment Advisors, LLC3,998$293K<0.01%-1813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC3,913$287K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC3,865$283K0.03%-25013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,813$279K0.55%-36,89413F-HRTimeline
Aventura Private Wealth, LLC3,766$276K0.1%+4013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,749$275K0.01%-5413F-HRTimeline
SageView Advisory Group, LLC3,660$268K0.01%-13713F-HRTimeline
Parallel Advisors, LLC3,607$264K<0.01%+3613F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,566$262K0.01%013F-HRTimeline
TRUST POINT INC.3,556$261K0.02%new13F-HRTimeline
Atlas Legacy Advisors, LLC3,544$260K0.05%new13F-HRTimeline
GC Wealth Management RIA, LLC3,535$259K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,533$259K0.03%-1,08013F-HRTimeline
Pointe Capital Management LLC3,515$258K0.13%013F-HRTimeline
Financial Strategies Group, Inc.3,546$257K0.05%-3513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,508$257K0.08%+3113F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.3,483$255K0.06%+2213F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO3,479$255K0.01%-82,84513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,425$251K<0.01%-44913F-HRTimelineGroup
VeraBank, N.A.3,400$249K0.05%013F-HRTimeline
Stiles Financial Services Inc3,371$247K0.08%+2513F-HRTimeline
NORDEN GROUP LLC3,369$247K0.03%+7913F-HRTimeline
OneDigital Investment Advisors LLC3,368$247K<0.01%-43713F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,321$243K0.07%-41913F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,299$242K0.02%-65013F-HRTimelineGroup
First Heartland Consultants, Inc.3,284$241K0.02%-1413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,283$241K<0.01%+5413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC3,253$238K<0.01%new13F-HRTimeline
Tema ETFs LLC3,236$237K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC3,228$236K<0.01%+72613F-HRTimeline
MCDONALD PARTNERS LLC3,170$232K0.07%-69313F-HRTimeline
Gen-Wealth Partners Inc3,157$231K0.08%-30013F-HRTimeline
Pallas Capital Advisors LLC3,139$230K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC3,115$229K0.01%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,102$227K0.01%+5113F-HRTimeline
CHICAGO TRUST Co NA3,100$227K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,128$226K<0.01%-6713F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,079$226K0.01%-1,10013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,071$225K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,058$224K-405Timeline
PATTON FUND MANAGEMENT, INC.3,051$224K0.04%013F-HRTimeline
Full Sail Capital, LLC3,039$223K0.01%+613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,025$222K0.07%+11513F-HRTimeline
SkyOak Wealth, LLC3,000$220K0.04%013F-HRTimeline
CX Institutional2,995$219K0.01%+1,18213F-HRTimeline
Longboard Asset Management, LP2,982$218K0.35%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,958$217K0.08%+113F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT2,950$216K<0.01%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW2,903$213K0.03%013F-HRTimelineGroup
MGO ONE SEVEN LLC2,898$212K<0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,871$210K0.02%new13F-HRTimeline
Brooklyn Investment Group3,018$208K0.03%-113F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC2,837$208K0.01%new13F-HRTimeline
Strait & Sound Wealth Management LLC2,834$208K0.08%new13F-HRTimeline
Midwest Trust Co2,826$207K<0.01%new13F-HRTimeline
CERTUITY, LLC2,805$205K0.01%new13F-HRTimeline
Eisler Capital Management Ltd.2,799$205K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC2,787$204K<0.01%-10213F-HRTimeline
Walker Asset Management, LLC2,774$203K0.11%new13F-HRTimeline
Dana Investment Advisors, Inc.2,771$203K0.01%new13F-HRTimeline
Atom Investors LP2,757$202K0.02%new13F-HRTimeline
Sovereign Financial Group, Inc.2,731$200K0.04%new13F-HRTimeline
CoreCap Advisors, LLC2,639$193K0.01%+1813F-HRTimeline
Clearstead Advisors, LLC2,633$193K<0.01%-9913F-HRTimeline
Advisory Services Network, LLC2,587$190K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,402$176K<0.01%+1,58013F-HRTimelineGroup
Larson Financial Group LLC2,246$165K0.01%+54513F-HRTimeline
Allworth Financial LP2,170$159K<0.01%-4113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,041$150K0.02%-513F-HRTimelineGroup
Crewe Advisors LLC1,905$140K0.01%013F-HRTimeline
Versant Capital Management, Inc1,883$138K0.02%+513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,668$122K0.01%+7513F-HRTimeline
MAI Capital Management1,642$120K<0.01%-13413F-HRTimeline
PRIVATE TRUST CO NA1,562$114K0.01%+14313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,551$113K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC1,500$110K0.09%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,495$110K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC1,484$109K0.08%-4413F-HRTimeline
FIRST FINANCIAL CORP /IN/1,480$108K0.04%013F-HRTimeline
Caitlin John, LLC1,468$108K0.07%new13F-HRTimeline
Costello Asset Management, INC1,408$103K0.03%013F-HRTimeline
Quent Capital, LLC1,378$101K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,350$98.9K0.03%-15013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,318$96.6K<0.01%+4013F-HRTimeline
Oslo Pensjonsforsikring AS1,305$95.6K0.01%-41813F-HRTimeline
Catalyst Capital Advisors LLC1,303$95.5K<0.01%+39613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,279$93.7K<0.01%-3813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,256$92K<0.01%+13313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,233$90K<0.01%+6913F-HRTimelineGroup
Trust Co1,227$89.9K0.01%new13F-HRTimeline
CVA Family Office, LLC1,221$89.5K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,113$81.5K0.02%+24013F-HRTimeline
MONTAG A & ASSOCIATES INC1,100$80.6K<0.01%013F-HRTimeline
Caldwell Trust Co1,087$79.6K0.01%013F-HRTimeline
Grove Bank & Trust1,072$78.5K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,075$77.8K<0.01%-9013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,057$77.5K<0.01%-45413F-HRTimelineGroup
Wealthspire Advisors, LLC1,010$74K<0.01%new13F-HRTimeline
TOBAM996$73K0.03%+43713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LANARK FINANCIAL, INC.976$71.5K0.01%-6113F-HRTimeline
Bernard Wealth Management Corp.962$70.5K0.03%013F-HRTimeline
Robbins Farley932$68.3K0.03%013F-HRTimeline
Cromwell Holdings LLC926$67.8K0.04%013F-HRTimeline
Parkside Financial Bank & Trust911$66.7K0.01%+2013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.910$66.7K0.03%-2013F-HRTimeline
Amica Retiree Medical Trust905$66K0.09%013F-HRTimeline
IFP Advisors, Inc847$62.1K<0.01%+84713F-HR/ATimeline
UMB Bank, n.a.844$61.8K<0.01%+26713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SALEM INVESTMENT COUNSELORS INC810$59.3K<0.01%013F-HRTimeline
CYBER HORNET ETFs LLC799$58.5K0.04%+2913F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC761$56K0.04%-8013F-HRTimeline
TruNorth Capital Management, LLC712$52.2K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.660$48.4K0.03%013F-HRTimeline
Hemington Wealth Management660$48K0.01%+2213F-HRTimeline
Quarry LP629$46.1K0.01%-1,27013F-HRTimeline
Caitong International Asset Management …627$45.9K0.03%-21513F-HRTimeline