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Disclosery

CMS CMS ENERGY CORP

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Stock (common), issuer CIK 811156

779 managers (803 13F filers) reported a position in CMS shares at 2026-03-31, 297,593,315 shares in all. 90 filers opened a position and 95 filers sold out during the quarter.

Managers
779
13F filers
803
New
90
Added
313
Reduced
247
Sold out
95
Shares held by filers
297,593,315

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TOBAM7,886$612K0.16%-3,36213F-HRTimeline
Boit C F David7,800$605K0.27%013F-HRTimeline
Callan Family Office, LLC7,760$602K0.01%+413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…7,729$600K0.06%+10013F-HRTimelineGroup
Wedmont Private Capital7,399$583K0.02%-60713F-HRTimeline
Voleon Capital Management LP7,403$574K0.01%+1,67013F-HRTimeline
Plante Moran Financial Advisors, LLC7,101$551K0.04%-97813F-HRTimeline
Merit Financial Group, LLC7,092$550K<0.01%+1,61313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,942$539K0.22%-1,49213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,694$519K<0.01%-99513F-HRTimelineGroup
SIGNATUREFD, LLC6,651$516K0.01%-1213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,612$513K0.01%+25213F-HRTimeline
Prospera Financial Services Inc6,603$513K0.01%+18513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,594$512K0.01%+1,28713F-HRTimelineGroup
SYON CAPITAL LLC6,585$511K0.03%-1,21113F-HRTimeline
Ballentine Partners, LLC6,557$509K0.01%-8713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,523$506K0.03%+1,07713F-HRTimeline
NewEdge Wealth, LLC6,484$503K0.01%-2,19613F-HRTimeline
Acorn Wealth Advisors, LLC6,430$499K0.15%-94213F-HRTimeline
Engineers Gate Manager LP6,405$497K0.01%-17,85313F-HRTimeline
Vestmark Advisory Solutions, Inc.6,360$493K0.01%-3213F-HRTimeline
GTS SECURITIES LLC6,222$483K0.02%+3,34413F-HRTimeline
Frank, Rimerman Advisors LLC6,194$481K0.03%-5613F-HRTimeline
Advisory Alpha, LLC6,114$474K0.01%-5913F-HRTimeline
Segment Wealth Management, LLC6,018$467K0.03%-53513F-HRTimeline
Azimuth Capital Investment Management L…6,000$465K0.02%-1,00013F-HRTimeline
Accurate Wealth Management, LLC5,862$465K0.06%+9513F-HRTimeline
Integrated Wealth Concepts LLC5,924$460K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC5,911$459K0.05%+40713F-HRTimeline
CONNING INC.in group CONNING INC.5,848$454K0.02%+9613F-HRTimelineGroup
Fulton Bank, N.A.5,813$451K0.02%+33213F-HRTimeline
Bison Wealth, LLC6,188$451K0.04%+56713F-HRTimeline
Crestwood Advisors Group, LLC5,712$443K0.01%+52313F-HRTimeline
Financial Advisors Network, Inc.5,641$438K0.06%+53113F-HRTimeline
Farther Finance Advisors, LLC5,375$419K<0.01%+1,09713F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,388$418K0.07%+27113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,292$411K0.01%+6613F-HRTimeline
Xcelsior Advisor Partners LLC5,287$410K0.16%new13F-HRTimeline
DAVENPORT & Co LLC5,117$397K<0.01%+31813F-HRTimeline
Belpointe Asset Management LLC5,089$395K0.01%-6013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,032$390K0.06%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,010$389K<0.01%-1,64413F-HRTimeline
D.A. DAVIDSON & CO.5,000$388K<0.01%new13F-HRTimeline
Silverleafe Capital Partners, LLC5,000$388K0.12%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,976$386K<0.01%+1,38913F-HRTimelineGroup
Samalin Investment Counsel, LLC4,933$383K0.14%-17013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC4,928$382K<0.01%+23813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,927$382K0.01%+86813F-HR/ATimelineGroup
Assenagon Asset Management S.A.4,906$381K<0.01%-557,80913F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP4,904$380K0.04%new13F-HRTimeline
Blue Trust, Inc.4,902$380K<0.01%-3,18713F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC4,853$376K0.01%-3,77913F-HRTimeline
Sowell Financial Services LLC4,842$376K0.01%-13513F-HRTimeline
Rehmann Capital Advisory Group4,760$369K0.02%+3713F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…4,750$369K0.09%013F-HRTimelineGroup
International Private Wealth Advisors L…4,697$364K0.22%+41913F-HRTimeline
Aster Capital Management (DIFC) Ltd4,744$356K0.12%+2,68813F-HRTimeline
Aaron Wealth Advisors LLC4,582$355K0.02%-2,22313F-HRTimeline
Chicago Partners Investment Group LLC4,665$350K0.01%new13F-HRTimeline
Caprock Group, LLC4,506$350K0.01%-8,56213F-HRTimeline
Evansbrook LLC4,499$349K0.23%013F-HRTimeline
Oxler Private Wealth LLC4,477$347K0.11%+2413F-HRTimeline
Procyon Advisors, LLC4,469$347K0.02%+72413F-HRTimeline
Inscription Capital, LLC4,417$343K0.04%+27713F-HRTimeline
Trust Co of the South4,404$342K0.05%013F-HRTimeline
Arax Advisory Partners4,371$339K0.01%-56113F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,345$337K0.17%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC4,332$336K<0.01%new13F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC4,307$334K0.01%-47,17613F-HRTimeline
Carrera Capital Advisors4,293$333K0.05%013F-HRTimeline
Moment Partners, LLC4,221$327K0.06%-2013F-HRTimeline
CX Institutional4,210$327K0.01%-21513F-HRTimeline
HARBOUR INVESTMENTS, INC.4,214$327K0.01%+1,48413F-HRTimeline
PANAGORA ASSET MANAGEMENT INC4,211$327K<0.01%-9,27513F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.4,206$326K0.06%+1,29613F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,201$326K0.02%-3,60813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,123$320K<0.01%-213F-HRTimelineGroup
Parallel Advisors, LLC4,101$318K0.01%+42413F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC4,012$311K<0.01%+213F-HRTimelineGroup
Mattson Financial Services, LLC3,999$310K0.07%013F-HRTimeline
Capital Investment Advisors, LLC3,973$308K<0.01%+813F-HR/ATimeline
Kera Capital Partners, Inc.3,934$305K0.04%+20613F-HRTimeline
NORDEN GROUP LLC3,902$303K0.03%-1,27813F-HRTimeline
Cresset Asset Management, LLC3,771$293K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC3,766$292K0.11%013F-HRTimeline
Allworth Financial LP3,685$286K<0.01%+1,49913F-HRTimeline
Quarry LP3,685$286K0.06%-1,40013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,616$281K0.01%-21813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,538$274K0.03%+513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,526$274K<0.01%+6713F-HRTimeline
Financial Strategies Group, Inc.3,590$273K0.05%+2213F-HRTimeline
Pointe Capital Management LLC3,515$273K0.14%013F-HRTimeline
Aprio Wealth Management, LLC3,487$271K0.01%new13F-HRTimeline
Waverly Advisors, LLC3,487$270K<0.01%new13F-HRTimeline
Bridgefront Capital, LLC3,470$269K0.07%-21,89513F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI3,450$268K0.01%-11613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,450$268K0.01%+49513F-HRTimeline
VeraBank, N.A.3,400$264K0.05%013F-HRTimeline
Stiles Financial Services Inc3,396$263K0.08%013F-HRTimeline
Corecam AG3,361$259K0.23%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,328$258K0.07%-1,71913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,298$256K<0.01%+20413F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.3,268$254K0.06%-513F-HRTimelineGroup
Phillips Wealth Planners LLC3,453$253K0.19%new13F-HRTimeline
LVW Advisors, LLC3,246$252K0.02%-1,21413F-HRTimeline
Tema ETFs LLC3,242$252K0.02%+1413F-HRTimeline
Gen-Wealth Partners Inc3,179$247K0.08%+1713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,283$245K-1,232Timeline
Bollard Group LLC3,156$245K0.01%+2213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,121$242K<0.01%013F-HRTimelineGroup
CHICAGO TRUST Co NA3,100$240K0.04%013F-HRTimeline
Perigon Wealth Management, LLC3,096$240K<0.01%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,079$239K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,048$239K<0.01%-5413F-HRTimeline
VestGen Advisors, LLC3,254$239K0.01%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.3,051$237K0.04%013F-HRTimeline
Journey Advisory Group, LLC3,050$237K0.02%-1,00013F-HRTimeline
Spartan Wealth Advisory Services LLC3,037$236K0.02%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,001$233K0.02%+2913F-HRTimeline
SkyOak Wealth, LLC3,000$233K0.04%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,995$232K0.06%-17913F-HRTimeline
IHT Wealth Management, LLC2,982$231K0.01%new13F-HRTimeline
Longboard Asset Management, LP2,982$231K4%013F-HRTimeline
CERTUITY, LLC2,962$230K0.02%-3613F-HRTimeline
MGO ONE SEVEN LLC2,959$230K<0.01%+9513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,950$229K<0.01%013F-HR/ATimeline
Advisory Services Network, LLC2,928$227K<0.01%-3613F-HRTimeline
Horizon Investment Services, LLC2,908$226K0.08%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,893$224K0.05%new13F-HRTimeline
Oslo Pensjonsforsikring AS2,881$224K0.03%+1,57613F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,869$223K<0.01%new13F-HRTimeline
Midwest Trust Co2,826$219K<0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.2,823$219K0.04%new13F-HRTimeline
PCM Encore, LLC2,819$219K0.04%new13F-HRTimeline
Walker Asset Management, LLC2,814$218K0.12%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO2,807$218K0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,805$218K0.05%-11113F-HRTimeline
DV Trading LLC2,800$217K0.02%+2,64913F-HRTimeline
OneDigital Investment Advisors LLC2,797$217K<0.01%-52213F-HRTimeline
Checchi Capital Advisers, LLC2,797$217K0.01%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,794$217K0.08%new13F-HRTimelineGroup
Atlas Legacy Advisors, LLC2,794$217K0.04%new13F-HRTimeline
Pallas Capital Advisors LLC2,771$215K0.01%-31813F-HRTimeline
CoreCap Advisors, LLC2,769$215K0.01%+13213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW2,759$214K0.03%new13F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC2,750$213K0.01%new13F-HRTimeline
Collaborative Fund Advisors, LLC2,742$213K0.13%13F-HRTimeline
Independent Advisor Alliance2,734$212K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,728$212K0.01%013F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC2,700$209K0.09%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,654$206K<0.01%new13F-HRTimeline
BRIGHTON JONES LLC2,650$206K<0.01%new13F-HR/ATimeline
INGALLS & SNYDER LLC2,636$205K0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,630$204K<0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,614$203K<0.01%-1,00913F-HRTimelineGroup
CAXTON ASSOCIATES LLP2,595$201K<0.01%new13F-HRTimeline
MAI Capital Management2,570$199K<0.01%+1,05713F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…2,523$196K0.05%+19213F-HRTimelineGroup
Clearstead Advisors, LLC2,257$175K<0.01%-85913F-HRTimeline
Versant Capital Management, Inc2,244$174K0.02%+33213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,038$158K0.02%-313F-HRTimelineGroup
Larson Financial Group LLC2,029$157K0.01%+12313F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,955$152K0.01%+16813F-HRTimeline
Crewe Advisors LLC1,905$148K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,606$125K0.01%-913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,551$120K<0.01%-16,04713F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,506$117K0.01%+4713F-HRTimeline
CVA Family Office, LLC1,505$117K0.01%+28213F-HRTimeline
MeadowBrook Investment Advisors LLC1,500$116K0.1%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,495$116K0.01%013F-HRTimeline
Caitlin John, LLC1,468$114K0.07%013F-HRTimeline
Costello Asset Management, INC1,408$109K0.04%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,405$109K0.04%-7513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,350$105K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC1,303$101K0.07%-16513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,274$99K<0.01%+94213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,266$98.2K<0.01%+913F-HRTimeline
Trust Co1,236$95.9K0.01%+913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,204$93.4K<0.01%+13913F-HRTimelineGroup
Dixon Mitchell Investment Counsel Inc.1,194$92.6K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,113$86.3K0.02%-76513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,111$86.2K<0.01%+82113F-HR/ATimelineGroup
SIMPLEX TRADING, LLC1,104$85.6K<0.01%-3,77213F-HRTimeline
MONTAG A & ASSOCIATES INC1,100$85.3K<0.01%013F-HRTimeline
RHL GROUP, LLC1,090$84.6K0.07%+813F-HRTimeline
Caldwell Trust Co1,087$84.3K0.01%013F-HRTimeline
Grove Bank & Trust1,072$83.2K0.01%013F-HRTimeline
Manchester Capital Management LLC1,057$82K0.01%-2913F-HRTimeline
Quent Capital, LLC982$76.2K0.01%-87713F-HRTimeline
OSTRUM ASSET MANAGEMENT980$76K<0.01%-3,68013F-HRTimeline
Heritage Wealth Advisors976$75.7K<0.01%+57613F-HRTimeline
Bernard Wealth Management Corp.962$74.6K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.950$73.7K0.03%013F-HRTimeline
Cromwell Holdings LLC943$73.2K0.04%+1713F-HRTimeline
IFP Advisors, Inc870$67.5K<0.01%-1413F-HRTimeline
CYBER HORNET ETFs LLC837$65.2K0.04%-1213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC810$62.8K<0.01%new13F-HR/ATimeline
Parkside Financial Bank & Trust805$62.5K<0.01%-7913F-HRTimeline
Robbins Farley800$62.1K0.03%013F-HRTimeline
UMB Bank, n.a.789$61.2K<0.01%-12813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.