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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
SIMPLEX TRADING, LLC585$42K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC567$41.5K0.01%+36613F-HRTimeline
Physician Wealth Advisors, Inc.542$39.7K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC539$39.5K0.02%013F-HRTimeline
TRUST CO OF VERMONT535$39.2K<0.01%013F-HRTimeline
WPG Advisers, LLC507$37.1K0.03%013F-HRTimeline
Manchester Capital Management LLC504$36.9K0.01%-913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp484$35.5K<0.01%+13313F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.443$32.5K<0.01%+10513F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department430$31.5K0.01%013F-HRTimelineGroup
Covestor Ltd424$31K0.02%+14513F-HRTimeline
Front Row Advisors LLC420$30.8K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC413$30.3K<0.01%-10013F-HRTimelineGroup
CNB Bank413$30.3K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators405$29.7K0.01%013F-HRTimeline
Heritage Wealth Advisors400$29.3K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…370$27.1K0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…368$27K<0.01%+2713F-HRTimelineGroup
FIRST HORIZON CORP356$26.1K<0.01%13F-HRTimeline
HM PAYSON & CO356$26.1K<0.01%+14113F-HRTimeline
SJS Investment Consulting Inc.330$24.2K<0.01%+3213F-HRTimeline
Strategic Advocates LLC329$24.1K0.01%new13F-HRTimeline
Root Financial Partners, LLC327$24K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.318$23.3K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…311$23K<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors300$22K<0.01%013F-HRTimeline
Hilltop National Bank300$22K0.01%013F-HRTimeline
Ransom Advisory, Ltd274$20.1K0.01%013F-HR/ATimeline
Westside Investment Management, Inc.242$17.5K<0.01%+12113F-HRTimeline
ORG Partners LLC235$17.2K<0.01%+8913F-HRTimeline
Rossby Financial, LCC236$17.1K0.01%+23313F-HRTimeline
Missouri Trust & Investment Co231$16.9K0.01%013F-HRTimeline
Nemes Rush Group LLC216$15.8K<0.01%013F-HRTimeline
EASTERN BANK208$15.2K<0.01%+813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…206$15.1K<0.01%013F-HRTimelineGroup
TSFG, LLC200$15K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.195$14.3K<0.01%+15013F-HRTimeline
Fortitude Family Office, LLC193$14.1K<0.01%+213F-HRTimeline
GW&K Investment Management, LLC190$14K<0.01%+1413F-HRTimeline
Sound Income Strategies, LLC186$13.6K<0.01%+6013F-HRTimeline
GPS Wealth Strategies Group, LLC174$12.7K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC168$12.4K0.01%013F-HRTimeline
Bangor Savings Bank168$12.3K<0.01%013F-HRTimeline
First Pacific Financial166$12.2K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.161$11.8K<0.01%-2,11413F-HRTimeline
ATWOOD & PALMER INC160$11.7K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…147$10.8K<0.01%new13F-HRTimeline
DT Investment Partners, LLC145$10.6K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC137$10K<0.01%-113F-HRTimeline
Private Wealth Asset Management, LLC129$9.45K<0.01%013F-HRTimeline
True Wealth Design, LLC126$9.23K<0.01%+4713F-HRTimeline
Aspect Partners, LLC126$9.23K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.122$8.91K<0.01%+113F-HRTimeline
Prestige Wealth Management Group LLC121$8.87K<0.01%013F-HR/ATimeline
Leonteq Securities AG108$7.91K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.105$7.69K<0.01%-22213F-HRTimelineGroup
JPL Wealth Management, LLC104$7.62K<0.01%new13F-HRTimeline
New Age Alpha Advisors, LLC103$7.55K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.100$7.33K<0.01%013F-HRTimeline
Navigoe, LLC109$7K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC95$6.96K<0.01%-113F-HRTimeline
Rosenberg Matthew Hamilton92$6.74K<0.01%013F-HRTimeline
Sachetta, LLC91$6.67K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA84$6.15K<0.01%013F-HRTimeline
Avion Wealth86$6K<0.01%+2813F-HRTimeline
Robinswood Financial LLC80$5.86K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc77$5.64K<0.01%-313F-HRTimeline
Sunbelt Securities, Inc.77$5.64K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC73$5.35K<0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC73$5.35K<0.01%-2813F-HRTimeline
Hanson & Doremus Investment Management75$5K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK66$4.83K<0.01%new13F-HRTimeline
City State Bank65$4.76K<0.01%013F-HRTimeline
Howard Hughes Medical Institute64$4.69K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC63$4.62K<0.01%+2713F-HRTimeline
Quest 10 Wealth Builders, Inc.62$4.54K<0.01%013F-HRTimeline
BIRCHBROOK, INC.58$4.25K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC56$4.1K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC56$4.1K<0.01%+4413F-HRTimeline
Essential Partners LLC55$4.05K<0.01%+4213F-HRTimeline
Cloud Capital Management, LLC55$4K<0.01%new13F-HRTimeline
TD Capital Management LLC52$3.77K<0.01%+113F-HRTimeline
PITTENGER & ANDERSON INC51$3.74K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC51$3.74K<0.01%-1013F-HRTimeline
SBI Securities Co., Ltd.50$3.66K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp47$3.44K<0.01%-2713F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…47$3.44K<0.01%new13F-HRTimelineGroup
Key Financial Inc46$3.33K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC45$3.3K<0.01%new13F-HRTimeline
Bare Financial Services, Inc45$3.3K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC44$3.22K<0.01%013F-HRTimeline
CENTRAL TRUST Co43$3.15K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC42$3.08K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH39$2.86K<0.01%013F-HRTimeline
Binnacle Investments Inc39$2.86K<0.01%+2513F-HRTimeline
DiNuzzo Private Wealth, Inc.38$2.72K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC34$2.49K<0.01%013F-HRTimeline
Main Street Group, LTD34$2.49K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC33$2.42K<0.01%new13F-HRTimeline
Archer Investment Corp31$2.28K<0.01%013F-HRTimeline
Hughes Financial Services, LLC29$2.15K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC29$2.1K<0.01%+1113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV39$2K<0.01%+3013F-HRTimeline
Centerpoint Advisors, LLC30$2K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC25$1.83K<0.01%013F-HRTimeline
Kilter Group LLC25$1.83K<0.01%013F-HRTimeline
Dunhill Financial, LLC24$1.76K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…20$1.47K<0.01%-313F-HRTimeline
Heartwood Wealth Advisors LLC20$1.47K<0.01%new13F-HRTimeline
Rise Advisors, LLC19$1.39K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…19$1.39K<0.01%+513F-HRTimeline
MTM Investment Management, LLC18$1.32K<0.01%-14013F-HRTimeline
Bay Harbor Wealth Management, LLC17$1.25K<0.01%+513F-HRTimeline
Cedar Mountain Advisors, LLC17$1.25K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC17$1.23K<0.01%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC16$1.17K<0.01%new13F-HRTimeline
Activest Wealth Management15$1.1K<0.01%+613F-HRTimeline
Strengthening Families & Communities, L…14$1.03K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.14$1.03K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.14$1.03K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…27$1K<0.01%+313F-HRTimelineGroup
Capital Advisors, Ltd. LLC8$1K<0.01%013F-HRTimeline
WestEnd Advisors, LLC13$952<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC12$880<0.01%013F-HRTimeline
Tortoise Investment Management, LLC12$879<0.01%+813F-HRTimeline
Principia Wealth Advisory, LLC12$879<0.01%-113F-HRTimeline
AMERIFLEX GROUP, INC.12$879<0.01%-6913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$733<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10$733<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.10$733<0.01%013F-HRTimeline
NVWM, LLC10$733<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$733<0.01%013F-HRTimeline
WINNACLE WEALTH LLC9$666<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC9$660<0.01%013F-HRTimeline
Orion Capital Management LLC9$659<0.01%013F-HRTimeline
HFM Investment Advisors, LLC9$659<0.01%013F-HRTimeline
American Capital Advisory, LLC8$587<0.01%013F-HRTimeline
S&T Bank/PA8$586<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$586<0.01%new13F-HRTimeline
North Star Investment Management Corp.7$513<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc7$513<0.01%013F-HRTimeline
Palisade Asset Management, LLC7$513<0.01%new13F-HRTimeline
Stone House Investment Management, LLC7$513<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC7$513<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC6$440<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC5$367<0.01%new13F-HRTimeline
Redwood Park Advisors LLC5$367<0.01%013F-HRTimeline
Hurley Capital, LLC5$366<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC5$3660.01%013F-HRTimeline
Seneschal Advisors, LLC4$294<0.01%new13F-HRTimeline
Clark Wealth Partners4$280<0.01%-1013F-HRTimeline
Davis Capital Management3$220<0.01%13F-HRTimeline
DecisionPoint Financial, LLC3$218<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.3$217<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$74<0.01%013F-HRTimeline
North Capital, Inc.1$73<0.01%new13F-HRTimeline
Abound Wealth Management1$44<0.01%new13F-HRTimeline