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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
Deseret Mutual Benefit Administrators764$59.3K0.02%+35913F-HRTimeline
Root Financial Partners, LLC764$59.3K<0.01%+40613F-HRTimeline
SJS Investment Consulting Inc.748$58K0.01%+39813F-HRTimeline
Global Assets Advisory, LLC727$56.4K0.02%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.660$51.2K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.553$42.9K0.01%-15013F-HRTimeline
Dorato Capital Management525$41.4K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC526$40.8K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC539$40.4K0.02%-40013F-HRTimeline
Quest 10 Wealth Builders, Inc.463$35.9K0.03%-413F-HRTimeline
Ares Financial Consulting, LLC453$35.3K0.03%+36013F-HRTimeline
LANARK FINANCIAL, INC.454$35.2K<0.01%-51013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.443$34.4K<0.01%013F-HRTimelineGroup
MidFirst Bank438$34K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department430$33.4K0.01%013F-HRTimelineGroup
PROTECTIVE LIFE CORP420$32.6K0.11%new13F-HRTimeline
Front Row Advisors LLC420$32.6K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC413$32K<0.01%013F-HRTimelineGroup
CNB Bank413$32K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC406$31.5K<0.01%+5513F-HRTimelineGroup
Scarborough Advisors, LLC403$31.3K<0.01%new13F-HRTimeline
FIRST HORIZON CORP385$29.9K<0.01%+2913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…370$28.7K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HM PAYSON & CO356$27.6K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC356$27.6K0.01%13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC334$25.9K<0.01%-23,54313F-HR/ATimelineGroup
MV CAPITAL MANAGEMENT, INC.319$24.7K<0.01%+113F-HRTimeline
JNBA Financial Advisors300$23.3K<0.01%013F-HRTimeline
Hilltop National Bank300$23.3K0.01%013F-HRTimeline
Salomon & Ludwin, LLC281$22.1K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC283$22K<0.01%013F-HRTimeline
Westside Investment Management, Inc.256$20.1K<0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.246$19.1K0.01%013F-HRTimeline
Rossby Financial, LCC244$19K<0.01%+20613F-HRTimeline
Nemes Rush Group LLC244$18.9K<0.01%013F-HRTimeline
Prosperity Bancshares Inc230$17.8K0.01%+7813F-HRTimeline
Basecamp Wealth Advisors LLC221$17.1K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC203$16K0.01%013F-HRTimeline
TSFG, LLC200$16K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…206$16K<0.01%013F-HRTimelineGroup
EASTERN BANK200$15.5K<0.01%013F-HRTimeline
Wall Street Financial Group, Inc.200$15.5K0.01%new13F-HRTimeline
Sound Income Strategies, LLC197$15.4K<0.01%-14613F-HRTimeline
Fortitude Family Office, LLC191$14.8K<0.01%+1713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC184$14.3K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC182$14K<0.01%-813F-HRTimeline
First Pacific Financial177$13.7K<0.01%+1013F-HRTimeline
LRI Investments, LLC176$13.7K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC168$13.2K0.01%013F-HRTimeline
Bangor Savings Bank168$13K<0.01%013F-HRTimeline
Covestor Ltd163$13K0.01%-96713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp162$12.6K<0.01%-22513F-HRTimelineGroup
ATWOOD & PALMER INC160$12.4K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…156$12.1K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.150$11.6K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…147$11.4K<0.01%013F-HRTimeline
DT Investment Partners, LLC145$11.2K<0.01%013F-HRTimeline
Elequin Capital, LP138$10.7K<0.01%-12113F-HRTimeline
EFG International AGin group EFG International AG133$10.3K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC132$10.2K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC129$10K<0.01%013F-HRTimeline
Operose Advisors LLC127$9.85K<0.01%new13F-HRTimeline
Aspect Partners, LLC126$9.78K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC131$9.74K<0.01%+4013F-HRTimeline
True Wealth Design, LLC124$9.62K<0.01%+413F-HRTimeline
Kemnay Advisory Services Inc.123$9.54K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…123$9.54K<0.01%+3713F-HRTimeline
Center for Financial Planning, Inc.122$9.48K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC121$9.39K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.117$9.08K<0.01%-3213F-HRTimeline
Cornerstone Financial Management LLC111$8.61K0.01%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC104$8.07K<0.01%-8813F-HRTimeline
Avion Wealth106$8K<0.01%+713F-HRTimeline
Strategic Wealth Partners, Ltd.100$7.76K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton92$7.14K<0.01%013F-HRTimeline
Sachetta, LLC91$7.06K<0.01%013F-HRTimeline
Essential Partners LLC90$7K<0.01%+4013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…90$7K<0.01%-1213F-HRTimelineGroup
Lodestone Wealth Management LLC87$6.75K<0.01%013F-HR/ATimeline
ALERUS FINANCIAL NA84$6.52K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc83$6.44K<0.01%+1313F-HRTimeline
Robinswood Financial LLC81$6.3K<0.01%+113F-HR/ATimeline
Fairman Group, LLC78$6.05K0.01%013F-HRTimeline
Sunbelt Securities, Inc.77$5.97K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.76$5.9K<0.01%-116,17713F-HRTimeline
City State Bank76$5.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC70$5.3K<0.01%+3713F-HRTimeline
IMG Wealth Management, Inc.66$5.12K<0.01%+2413F-HRTimeline
Whipplewood Advisors, LLC66$5.12K<0.01%+5513F-HRTimeline
GROUP ONE TRADING LLC65$5.04K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC63$4.89K<0.01%+2713F-HRTimeline
J.Safra Asset Management Corp60$4.66K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp58$4.5K<0.01%-4413F-HRTimelineGroup
BIRCHBROOK, INC.58$4.5K<0.01%013F-HRTimeline
Clayton Financial Group LLC53$4.11K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC53$4.11K<0.01%+1813F-HRTimeline
TD Capital Management LLC52$4.06K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.52$4.03K<0.01%+3913F-HRTimeline
Glen Eagle Advisors, LLC52$4.01K<0.01%+113F-HRTimeline
RMG Wealth Management LLC54$3.95K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC50$3.88K<0.01%-40313F-HRTimeline
Bare Financial Services, Inc50$3.88K<0.01%+213F-HRTimeline
SBI Securities Co., Ltd.49$3.8K<0.01%-113F-HRTimeline
Key Financial Inc46$3.57K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC45$3.49K<0.01%+113F-HRTimeline
CENTRAL TRUST Co43$3.34K<0.01%-113F-HRTimeline
Kilter Group LLC42$3.26K<0.01%013F-HRTimeline
North Star Investment Management Corp.42$3.26K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC40$3.1K<0.01%+1413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH39$3.03K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC39$3.03K<0.01%-613F-HRTimeline
Burk Holdings LLC39$3.03K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.37$2.87K<0.01%-113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST37$2.87K<0.01%-3713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…37$2.87K<0.01%-3013F-HRTimelineGroup
Wilkerson Advisory Group LLC37$2.87K<0.01%new13F-HRTimeline
BARD ASSOCIATES INC35$2.72K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC35$2.72K<0.01%new13F-HRTimeline
SHP Wealth Management35$2.69K<0.01%+3013F-HRTimeline
Main Street Group, LTD34$2.64K<0.01%new13F-HRTimeline
Dunhill Financial, LLC31$2.44K<0.01%+413F-HRTimeline
Key Capital Management, INC31$2.4K<0.01%+2513F-HRTimeline
Principia Wealth Advisory, LLC30$2.33K<0.01%+213F-HRTimeline
Monetary Solutions, Ltd30$2.33K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…29$2.25K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.28$2.18K<0.01%+2013F-HRTimeline
Kingdom Financial Group LLC.28$2.18K<0.01%-4313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…28$2.17K<0.01%+2013F-HRTimeline
Hughes Financial Services, LLC26$2.02K<0.01%-113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…27$2K<0.01%013F-HRTimelineGroup
Destiny Wealth Partners, LLC25$1.94K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC24$1.86K<0.01%-113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC23$1.78K<0.01%+413F-HRTimeline
Vermillion Wealth Management, Inc.21$1.63K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC20$1.56K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…20$1.55K<0.01%013F-HRTimeline
Bogart Wealth, LLC19$1.47K<0.01%+1213F-HRTimeline
Investors Research Corp19$1.47K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC18$1.4K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC18$1.4K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC17$1.32K<0.01%013F-HRTimeline
Clark Wealth Partners16$1.24K<0.01%+1213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16$1.24K<0.01%new13F-HRTimelineGroup
Portus Wealth Advisors, LLC15$1.16K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC14$1.09K<0.01%013F-HRTimeline
Tidemark, LLC14$1.09K<0.01%new13F-HRTimeline
1015 Capital Partners, LLC14$1.09K<0.01%013F-HRTimeline
WestEnd Advisors, LLC13$1.01K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc13$1.01K<0.01%+613F-HRTimeline
WPG Advisers, LLC13$1.01K<0.01%-40513F-HRTimeline
Capital Advisors, Ltd. LLC8$1K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC12$931<0.01%013F-HRTimeline
Synergy Investment Management, LLC12$931<0.01%new13F-HRTimeline
S&T Bank/PA10$776<0.01%-5613F-HRTimeline
NVWM, LLC10$776<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$776<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.9$699<0.01%new13F-HRTimeline
Orion Capital Management LLC9$698<0.01%013F-HRTimeline
HFM Investment Advisors, LLC9$698<0.01%+113F-HRTimeline
TopTier Wealth Management, LLC9$698<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8$621<0.01%013F-HRTimeline
Quaker Wealth Management, LLC8$621<0.01%013F-HRTimeline
American Capital Advisory, LLC8$621<0.01%013F-HRTimeline
Stone House Investment Management, LLC7$543<0.01%013F-HRTimeline
Seneschal Advisors, LLC6$466<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.6$465<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC5$3880.01%-913F-HRTimeline
Nvest Wealth Strategies, Inc.5$388<0.01%new13F-HRTimeline
Redwood Park Advisors LLC4$311<0.01%-113F-HRTimeline
Davis Capital Management4$310<0.01%-313F-HRTimeline
Godfrey Financial Associates, Inc.4$310<0.01%013F-HRTimeline
DecisionPoint Financial, LLC3$233<0.01%013F-HRTimeline
CURIO WEALTH, LLC3$233<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$78<0.01%013F-HRTimeline
Napier Financial, LLC1$78<0.01%new13F-HRTimeline
Abound Wealth Management1$46<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV9$00%-3013F-HR/ATimelineValue 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.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline