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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
SALEM INVESTMENT COUNSELORS INC810$62K<0.01%013F-HRTimeline
Leonteq Securities AG805$61.6K<0.01%new13F-HRTimeline
Robbins Farley800$61.2K0.02%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.795$60.8K<0.01%-39913F-HRTimeline
Deseret Mutual Benefit Administrators764$58.4K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS700$53.2K0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.685$52.4K<0.01%-42613F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.660$50.5K0.03%013F-HRTimeline
Bayforest Capital Ltd644$49.3K0.05%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…620$47.4K0.01%+25013F-HRTimeline
Covestor Ltd588$45K0.03%+42513F-HRTimeline
Physician Wealth Advisors, Inc.574$43.9K0.01%+2113F-HRTimeline
Buck Wealth Strategies, LLC558$42.7K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC539$41.2K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC526$40.2K<0.01%013F-HRTimeline
True Wealth Design, LLC526$40.2K0.01%+40213F-HRTimeline
Dorato Capital Management525$39.6K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.470$36K0.03%+713F-HRTimeline
Ares Financial Consulting, LLC453$34.7K0.02%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…451$34.5K<0.01%new13F-HRTimeline
MidFirst Bank438$33.5K<0.01%013F-HRTimeline
FIRST HORIZON CORP436$33.4K<0.01%+5113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department430$32.9K0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT427$32.7K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.420$32.1K<0.01%-3413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…417$32K<0.01%-85713F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC413$31.6K<0.01%013F-HRTimelineGroup
CNB Bank413$31.6K0.01%013F-HRTimeline
Heritage Wealth Advisors400$30.6K<0.01%-57613F-HRTimeline
Silver Grove Financial Group, Inc.391$29.9K0.02%new13F-HRTimeline
Front Row Advisors LLC420$29.2K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC371$28.4K0.01%+1513F-HRTimeline
HM PAYSON & CO356$27.2K<0.01%013F-HRTimeline
Kilter Group LLC341$26.1K0.01%+29913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.326$24.9K<0.01%+713F-HR/ATimeline
JNBA Financial Advisors300$22.9K<0.01%013F-HRTimeline
Hilltop National Bank300$22.9K<0.01%013F-HRTimeline
Rossby Financial, LCC284$21.7K<0.01%+4013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC283$21.6K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC263$20K<0.01%-1813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC257$19.8K<0.01%-2,79113F-HRTimeline
ALBION FINANCIAL GROUP /UT255$19.5K<0.01%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.246$18.8K0.01%013F-HRTimeline
Nemes Rush Group LLC244$18.7K<0.01%013F-HRTimeline
Prosperity Bancshares Inc242$18.5K0.01%+1213F-HRTimeline
Westside Investment Management, Inc.242$18.5K<0.01%-1413F-HRTimeline
Basecamp Wealth Advisors LLC221$16.9K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC203$16K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…206$15.8K<0.01%013F-HRTimelineGroup
EASTERN BANK200$15.3K<0.01%013F-HRTimeline
TSFG, LLC200$15K<0.01%013F-HRTimeline
Fortitude Family Office, LLC195$14.9K<0.01%+413F-HRTimeline
LRI Investments, LLC191$14.6K<0.01%+1513F-HRTimeline
Keating Financial Advisory Services, In…191$14.6K<0.01%+6813F-HRTimeline
GW&K Investment Management, LLC185$14K<0.01%+313F-HRTimeline
Clearstead Trust, LLC173$13.2K<0.01%new13F-HRTimeline
First Pacific Financial170$13K<0.01%-713F-HRTimeline
WEST PACES ADVISORS INC.170$13K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC168$12.9K0.01%013F-HRTimeline
Bangor Savings Bank168$12.9K<0.01%013F-HRTimeline
ATWOOD & PALMER INC160$12.2K<0.01%013F-HRTimeline
Essential Partners LLC160$12.2K0.01%+7013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp158$12.1K<0.01%-413F-HRTimelineGroup
Avion Wealth163$12K<0.01%+5713F-HRTimeline
First Command Advisory Services, Inc.150$11.5K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.149$11.4K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…147$11.2K<0.01%013F-HRTimeline
Caitong International Asset Management …147$11.2K<0.01%new13F-HRTimeline
DT Investment Partners, LLC145$11.1K<0.01%013F-HRTimeline
Bare Financial Services, Inc141$10.8K<0.01%+9113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC141$10.8K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC139$10.6K0.01%+2813F-HR/ATimeline
MCF Advisors LLC132$10.1K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.129$9.87K<0.01%+613F-HRTimeline
Private Wealth Asset Management, LLC129$9.87K<0.01%013F-HRTimeline
Aspect Partners, LLC126$9.64K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.122$9.37K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC128$9.32K<0.01%13F-HRTimeline
First Bancorp, Inc /ME/121$9.26K<0.01%new13F-HRTimeline
EFG International AGin group EFG International AG120$9.18K<0.01%-1313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC119$9.1K<0.01%+1513F-HRTimeline
Cornerstone Planning Group LLC121$8.96K<0.01%-1013F-HRTimeline
Geneos Wealth Management Inc.117$8.95K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC111$8.49K<0.01%-8,27313F-HRTimelineGroup
Prestige Wealth Management Group LLC102$7.8K<0.01%-1913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC101$7.71K<0.01%-15,52513F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST100$7.65K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.100$7.65K<0.01%013F-HRTimeline
Sachetta, LLC95$7.27K<0.01%+413F-HRTimeline
Rosenberg Matthew Hamilton92$7.04K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC92$7.04K<0.01%+3913F-HRTimeline
Lodestone Wealth Management LLC87$6.66K<0.01%013F-HRTimeline
Bogart Wealth, LLC86$6.58K<0.01%+6713F-HRTimeline
ALERUS FINANCIAL NA84$6.43K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.84$6.43K<0.01%+7813F-HRTimeline
Robinswood Financial LLC81$6.26K<0.01%013F-HRTimeline
North Star Investment Management Corp.79$6.04K<0.01%+3713F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…81$6K<0.01%-913F-HRTimelineGroup
Fairman Group, LLC78$5.97K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC77$5.89K<0.01%+4713F-HRTimeline
City State Bank76$5.81K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc75$5.74K<0.01%-813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…68$5.2K<0.01%+3113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC68$5.2K<0.01%-213F-HRTimeline
FINANCIAL CONSULATE, INC67$5.13K<0.01%+2813F-HRTimeline
Glen Eagle Advisors, LLC64$4.91K<0.01%+1213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp64$4.9K<0.01%+613F-HRTimelineGroup
IMG Wealth Management, Inc.61$4.67K<0.01%-513F-HRTimeline
BIRCHBROOK, INC.58$4.44K<0.01%013F-HRTimeline
Synergy Investment Management, LLC57$4.24K<0.01%+4513F-HRTimeline
Financial Management Professionals, Inc.55$4.21K<0.01%+313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC53$4.05K<0.01%+813F-HRTimeline
TD Capital Management LLC53$4.03K<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.51$3.9K<0.01%+213F-HRTimeline
Fulcrum Asset Management LLP50$3.9K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC48$3.67K<0.01%+813F-HRTimeline
CENTRAL TRUST Co44$3.37K<0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.41$3.14K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC40$3.06K<0.01%+1413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH39$2.98K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.39$2.98K<0.01%+213F-HRTimeline
Noble Wealth Management PBC39$2.98K<0.01%new13F-HRTimeline
Burk Holdings LLC39$2.98K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC37$2.83K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST37$2.83K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC35$2.68K<0.01%013F-HRTimeline
SHP Wealth Management35$2.66K<0.01%013F-HRTimeline
Main Street Group, LTD34$2.6K<0.01%013F-HRTimeline
Creative Capital Management Investments…32$2.45K<0.01%new13F-HRTimeline
S&T Bank/PA31$2.37K<0.01%+2113F-HRTimeline
LifeSteps Financial, Inc.31$2.37K<0.01%new13F-HRTimeline
Key Capital Management, INC31$2.37K<0.01%013F-HRTimeline
Monetary Solutions, Ltd30$2.29K<0.01%013F-HRTimeline
Dunhill Financial, LLC29$2.27K<0.01%-213F-HRTimeline
J.Safra Asset Management Corp29$2.22K<0.01%-3113F-HRTimeline
Millstone Evans Group, LLC29$2.22K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.29$2.21K<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.27$2.07K<0.01%-41613F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…27$2K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC24$1.84K<0.01%013F-HRTimeline
Planning Strategies Inc.24$1.84K<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC21$1.61K<0.01%-213F-HRTimeline
Fortis Group Advisors, LLC20$1.53K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC20$1.52K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC18$1.38K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC17$1.3K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC17$1.3K<0.01%+813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16$1.22K<0.01%013F-HRTimelineGroup
WestEnd Advisors, LLC15$1.15K<0.01%+213F-HRTimeline
Marquette Asset Management, LLC15$1.15K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc15$1.15K<0.01%+213F-HRTimeline
Golden State Wealth Management, LLC14$1.07K<0.01%013F-HRTimeline
Tidemark, LLC14$1.07K<0.01%013F-HRTimeline
1015 Capital Partners, LLC14$1.07K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC8$1K<0.01%013F-HRTimeline
WPG Advisers, LLC13$995<0.01%013F-HRTimeline
Valued Wealth Advisors LLC12$918<0.01%013F-HRTimeline
American Capital Advisory, LLC12$918<0.01%+413F-HRTimeline
Davis Capital Management11$842<0.01%+713F-HRTimeline
VALLEY NATIONAL ADVISERS INC10$765<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.10$765<0.01%new13F-HRTimeline
NVWM, LLC10$765<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$765<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.9$689<0.01%013F-HRTimeline
Elequin Capital, LP9$689<0.01%-12913F-HRTimeline
Orion Capital Management LLC9$689<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC9$689<0.01%new13F-HRTimeline
Signature Equity Partners, LLC9$689<0.01%-913F-HRTimeline
Quaker Wealth Management, LLC8$612<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.8$612<0.01%new13F-HRTimeline
Kozak & Associates, Inc.8$607<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.7$536<0.01%new13F-HRTimeline
Stone House Investment Management, LLC7$536<0.01%013F-HRTimeline
Key Financial Inc7$536<0.01%-3913F-HRTimeline
MOTCO6$459<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…6$459<0.01%new13F-HRTimeline
Seneschal Advisors, LLC6$459<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC6$4590.01%+113F-HRTimeline
Kingdom Financial Group LLC.5$350<0.01%-2313F-HRTimeline
Activest Wealth Management4$306<0.01%new13F-HRTimeline
Redwood Park Advisors LLC4$306<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.4$306<0.01%013F-HRTimeline
DecisionPoint Financial, LLC4$304<0.01%+113F-HRTimeline
JPL Wealth Management, LLC3$230<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$205<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC2$153<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC2$153<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$77<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$77<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC1$77<0.01%new13F-HRTimeline
Highland Investment Advisors LLC1$77<0.01%13F-HRTimeline
Abound Wealth Management1$46<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV9$00%013F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC7$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.