# CMS ENERGY CORP (CMS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CMS/

- Reporting holders: 28
- Reported value: $20.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $11.5M | 181,944 | 0.1% | 9 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.1M | 33,888 | 0.1% | 10 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $1.6M | 24,681 | 0.0% | 16 |
| [Cox Capital Mgt LLC](https://holderbook.com/funds/1748728-cox-capital-mgt-llc/) | $1.1M | 17,203 | 0.6% | 2 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $929.2K | 14,731 | 0.1% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $895.4K | 14,194 | 0.0% | 12 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $655.1K | 10,385 | 0.1% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $378.7K | 6,003 | 0.0% | 16 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $315.4K | 5,000 | 0.1% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $274.5K | 4,351 | 0.0% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $265.1K | 4,057 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $218.1K | 3,458 | 0.0% | 21 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $81.9K | 1,298 | 0.0% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $67.6K | 1,072 | 0.0% | 16 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $34.2K | 525 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $27.9K | 443 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $12.6K | 200 | 0.0% | 7 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $12.1K | 192 | 0.0% | 1 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $10.6K | 168 | 0.0% | 8 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $10.1K | 160 | 0.0% | 8 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $9.4K | 149 | 0.0% | 2 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $5.8K | 92 | 0.0% | 12 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $5.7K | 89,730 | 0.0% | 31 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $4.2K | 67 | 0.0% | 4 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $2.9K | 46 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $20.5M |
| Q2 2026 | 821 | $26.0B |
| Q1 2026 | 796 | $24.1B |
| Q4 2025 | 802 | $20.7B |
| Q3 2025 | 779 | $22.7B |
| Q2 2025 | 748 | $20.6B |
| Q1 2025 | 735 | $21.8B |
| Q4 2024 | 717 | $19.1B |
| Q3 2024 | 712 | $22.1B |
| Q2 2024 | 683 | $18.2B |
| Q1 2024 | 662 | $19.1B |
| Q4 2023 | 633 | $17.9B |