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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
Front Row Advisors LLC420$29.1K0.01%013F-HRTimeline
CNB Bank413$28.6K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators405$28.1K0.01%013F-HRTimeline
Heritage Wealth Advisors400$27.7K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…370$25.6K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp351$24.3K<0.01%new13F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…341$24K<0.01%+22313F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.338$23.4K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.327$22.7K<0.01%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.318$22K<0.01%013F-HRTimeline
JNBA Financial Advisors300$20.8K<0.01%013F-HRTimeline
Hilltop National Bank300$20.8K0.01%13F-HRTimeline
SJS Investment Consulting Inc.298$20.6K<0.01%-1013F-HRTimeline
Covestor Ltd279$19K0.01%-1,16413F-HRTimeline
Ransom Advisory, Ltd274$19K0.01%013F-HRTimeline
Missouri Trust & Investment Co231$16K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC216$15K<0.01%new13F-HR/ATimeline
Nemes Rush Group LLC216$15K<0.01%013F-HRTimeline
HM PAYSON & CO215$14.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…206$14.3K<0.01%013F-HRTimelineGroup
TSFG, LLC200$14K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC201$13.9K<0.01%new13F-HRTimeline
EASTERN BANK200$13.9K<0.01%-9513F-HRTimeline
Beacon Capital Management, LLC197$13.6K<0.01%+2813F-HRTimeline
Fortitude Family Office, LLC191$13.2K<0.01%+5013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC187$13K0.02%new13F-HRTimeline
Holos Integrated Wealth LLC168$12.3K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC174$12.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC176$12K<0.01%+2913F-HRTimeline
Bangor Savings Bank168$11.7K<0.01%013F-HRTimeline
First Pacific Financial165$11.4K<0.01%-5313F-HRTimeline
ATWOOD & PALMER INC160$11.1K<0.01%013F-HRTimeline
MTM Investment Management, LLC158$10.9K<0.01%new13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.158$10.9K<0.01%013F-HRTimeline
ORG Partners LLC146$10.2K<0.01%+7113F-HRTimeline
DT Investment Partners, LLC145$10K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC138$9.56K<0.01%-1213F-HRTimeline
Private Wealth Asset Management, LLC129$8.94K<0.01%013F-HRTimeline
Sound Income Strategies, LLC126$8.76K<0.01%+1513F-HRTimeline
Aspect Partners, LLC126$8.73K<0.01%013F-HRTimeline
Westside Investment Management, Inc.121$8.48K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.121$8.41K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC121$8.38K<0.01%013F-HR/ATimeline
New Age Alpha Advisors, LLC103$7.14K<0.01%-78713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC98$7.13K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC96$7.12K<0.01%+2613F-HRTimeline
HighMark Wealth Management LLC101$7K<0.01%-1613F-HRTimeline
Strategic Wealth Partners, Ltd.100$6.93K<0.01%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC100$6.93K<0.01%-2013F-HRTimeline
Rosenberg Matthew Hamilton92$6.37K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC92$6.37K<0.01%-4013F-HRTimeline
Sachetta, LLC91$6.3K<0.01%-20013F-HRTimeline
ALERUS FINANCIAL NA84$5.82K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.81$5.6K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc80$5.54K<0.01%+1013F-HRTimeline
True Wealth Design, LLC79$5.47K<0.01%-2413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp74$5.13K<0.01%-5513F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC73$5.06K<0.01%013F-HRTimelineGroup
City State Bank65$4.5K<0.01%013F-HRTimeline
Howard Hughes Medical Institute64$4.43K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.62$4.29K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC61$4.23K<0.01%013F-HRTimeline
BIRCHBROOK, INC.58$4.02K<0.01%013F-HRTimeline
Avion Wealth58$4K<0.01%+313F-HR/ATimeline
Mid-American Wealth Advisory Group, Inc.56$3.88K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.54$3.74K<0.01%+4913F-HRTimeline
GFG Capital, LLC53$3.67K<0.01%new13F-HRTimeline
TD Capital Management LLC51$3.54K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.49$3.4K<0.01%+313F-HRTimeline
Key Financial Inc46$3.19K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.45$3.12K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC44$3.05K<0.01%013F-HRTimeline
CENTRAL TRUST Co43$2.98K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC42$2.91K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH39$2.7K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.38$2.63K<0.01%+313F-HRTimeline
CBIZ Investment Advisory Services, LLC36$2.49K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC34$2.36K<0.01%-2713F-HRTimeline
Main Street Group, LTD34$2.36K<0.01%-3013F-HRTimeline
Hughes Financial Services, LLC29$2.15K<0.01%+713F-HRTimeline
Archer Investment Corp31$2.14K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC30$2.08K<0.01%-513F-HRTimeline
Centerpoint Advisors, LLC30$2K<0.01%-97013F-HRTimeline
Private Wealth Management Group, LLC25$1.73K<0.01%+113F-HRTimeline
Kilter Group LLC25$1.73K<0.01%new13F-HRTimeline
Dunhill Financial, LLC24$1.67K<0.01%-4513F-HRTimeline
Creative Capital Management Investments…24$1.66K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…23$1.59K<0.01%013F-HR/ATimeline
Olistico Wealth, LLC23$1.59K<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC22$1.52K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC20$1.39K<0.01%013F-HRTimeline
Rise Advisors, LLC19$1.32K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.19$1.32K<0.01%+1213F-HRTimeline
Salomon & Ludwin, LLC18$1.25K<0.01%013F-HRTimeline
YANKCOM Partnership18$1.25K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…24$1K<0.01%-13,06713F-HRTimelineGroup
Capital Advisors, Ltd. LLC8$1K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…14$970<0.01%013F-HRTimeline
Nova Wealth Management, Inc.14$970<0.01%013F-HRTimeline
Binnacle Investments Inc14$970<0.01%new13F-HRTimeline
Clark Wealth Partners14$970<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC13$901<0.01%+513F-HRTimeline
Essential Partners LLC13$901<0.01%13F-HRTimeline
Valued Wealth Advisors LLC12$832<0.01%013F-HRTimeline
Rialto Wealth Management, LLC12$832<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC12$831<0.01%+513F-HRTimeline
SIERRA OCEAN, LLC10$696<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$693<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10$693<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.10$693<0.01%+513F-HRTimeline
NVWM, LLC10$693<0.01%013F-HRTimeline
Bogart Wealth, LLC10$693<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC10$693<0.01%013F-HRTimeline
Quaker Wealth Management, LLC9$624<0.01%new13F-HRTimeline
Orion Capital Management LLC9$624<0.01%013F-HRTimeline
Activest Wealth Management9$624<0.01%+913F-HRTimeline
HFM Investment Advisors, LLC9$624<0.01%+413F-HRTimeline
American Capital Advisory, LLC8$555<0.01%+413F-HRTimeline
S&T Bank/PA8$554<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc7$485<0.01%-40013F-HRTimeline
Redwood Park Advisors LLC5$347<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC5$3460.01%-513F-HRTimeline
Tortoise Investment Management, LLC4$277<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC3$211<0.01%new13F-HRTimeline
Rossby Financial, LCC3$208<0.01%013F-HRTimeline
LGT Financial Advisors LLC2$139<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$70<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV9$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.