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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
Heritage Wealth Advisors400$30K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…370$27.8K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.338$25.4K<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.318$23.9K<0.01%-213F-HRTimeline
SJS Investment Consulting Inc.308$23.1K<0.01%+613F-HRTimeline
Mattson Financial Services, LLC304$22.8K0.01%-1,32713F-HRTimeline
JNBA Financial Advisors300$22.5K<0.01%013F-HRTimeline
EASTERN BANK295$22.2K<0.01%new13F-HRTimeline
Sachetta, LLC291$21.9K0.01%013F-HRTimeline
Twin Tree Management, LP289$21.7K<0.01%new13F-HRTimeline
Ransom Advisory, Ltd274$20.6K0.01%013F-HRTimeline
Sandy Spring Bank254$19.1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT235$17.7K<0.01%-7713F-HRTimeline
Missouri Trust & Investment Co231$17.4K0.01%new13F-HRTimeline
Riverview Trust Co222$16.7K0.02%013F-HRTimeline
First Pacific Financial218$16.4K<0.01%013F-HRTimeline
Nemes Rush Group LLC216$16.2K<0.01%-1013F-HRTimeline
HM PAYSON & CO215$16.1K<0.01%+7913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…206$15.5K<0.01%013F-HRTimelineGroup
TSFG, LLC200$15K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC174$13.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC169$12.7K<0.01%+113F-HRTimeline
Bangor Savings Bank168$12.7K<0.01%+113F-HRTimeline
Holos Integrated Wealth LLC168$12.6K0.01%013F-HRTimeline
ATWOOD & PALMER INC160$12K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.158$11.9K<0.01%-313F-HRTimeline
MOTCO156$11.7K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.154$11.6K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC150$11.3K<0.01%+2113F-HRTimeline
GW&K Investment Management, LLC147$11K<0.01%013F-HRTimeline
DT Investment Partners, LLC145$10.9K<0.01%013F-HRTimeline
Fortitude Family Office, LLC141$10.6K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp129$9.69K<0.01%new13F-HRTimelineGroup
Private Wealth Asset Management, LLC129$9.69K<0.01%13F-HRTimeline
Aspect Partners, LLC126$9.46K0.01%013F-HRTimeline
Center for Financial Planning, Inc.121$9.1K<0.01%-713F-HRTimeline
Prestige Wealth Management Group LLC121$9.09K<0.01%-213F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC120$9.01K<0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…118$9K<0.01%new13F-HRTimelineGroup
Saudi Central Bank118$8.86K0.05%new13F-HRTimeline
HighMark Wealth Management LLC117$8.79K0.01%013F-HRTimeline
Sound Income Strategies, LLC111$8.36K<0.01%-1013F-HRTimeline
True Wealth Design, LLC103$7.74K<0.01%+8613F-HRTimeline
Rosenberg Matthew Hamilton92$6.91K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC132$6.83K<0.01%+3013F-HRTimeline
WASHINGTON TRUST Co86$6.48K<0.01%-113F-HRTimeline
AMERIFLEX GROUP, INC.81$6.08K<0.01%new13F-HRTimeline
ORG Partners LLC75$5.63K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC73$5.48K<0.01%013F-HRTimelineGroup
Greenline Partners, LLC70$5.26K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc70$5.26K<0.01%013F-HRTimeline
Dunhill Financial, LLC69$5.2K<0.01%-613F-HRTimeline
Cornerstone Planning Group LLC70$5.14K<0.01%+1513F-HRTimeline
City State Bank65$4.88K<0.01%013F-HRTimeline
Main Street Group, LTD64$4.75K<0.01%+3013F-HRTimeline
Quest 10 Wealth Builders, Inc.62$4.66K<0.01%-3213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC61$4.58K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC61$4.58K<0.01%013F-HRTimeline
BIRCHBROOK, INC.58$4.36K<0.01%013F-HRTimeline
CITY HOLDING CO55$4.13K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …59$4K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC51$3.81K<0.01%+113F-HRTimeline
Key Financial Inc46$3.46K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.46$3.46K<0.01%-113F-HRTimeline
First Command Advisory Services, Inc.45$3.38K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC44$3.31K<0.01%new13F-HRTimeline
CENTRAL TRUST Co43$3.23K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.43$3.23K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC42$3.15K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC41$3.08K<0.01%-813F-HRTimeline
Glass Jacobson Investment Advisors llc46$3.07K<0.01%013F-HRTimeline
Avion Wealth55$3K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH39$2.93K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.35$2.63K<0.01%+513F-HRTimeline
WealthTrak Capital Management LLC35$2.63K<0.01%+2513F-HRTimeline
Archer Investment Corp31$2.3K<0.01%+113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…32$2K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.26$1.95K<0.01%-21513F-HRTimeline
Private Wealth Management Group, LLC24$1.8K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…23$1.73K<0.01%13F-HRTimeline
Hughes Financial Services, LLC22$1.65K<0.01%new13F-HRTimeline
ESL Trust Services, LLC22$1.65K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC20$1.5K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC20$1.5K<0.01%+413F-HRTimeline
Rise Advisors, LLC19$1.43K<0.01%-17813F-HRTimeline
Salomon & Ludwin, LLC18$1.35K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…14$1.05K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.14$1.05K<0.01%013F-HR/ATimeline
Capital Advisors, Ltd. LLC8$1K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC12$902<0.01%013F-HRTimeline
SIERRA OCEAN, LLC10$754<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$752<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$751<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC10$751<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10$751<0.01%013F-HRTimelineGroup
NVWM, LLC10$751<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC10$7510.01%new13F-HRTimeline
Orion Capital Management LLC9$676<0.01%013F-HRTimeline
WINNACLE WEALTH LLC9$635<0.01%+313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8$601<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC8$569<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.7$526<0.01%+213F-HRTimeline
Rialto Wealth Management, LLC7$526<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC7$525<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.5$376<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.5$376<0.01%013F-HRTimeline
Redwood Park Advisors LLC5$376<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$376<0.01%13F-HRTimeline
American Capital Advisory, LLC4$301<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.4$300<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC3$217<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.2$150<0.01%-1313F-HRTimeline
TFC Financial Management, Inc.1$76<0.01%013F-HRTimeline
PSI Advisors, LLC1$75<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV9$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-95813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.