Who Owns CMS Energy Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in CMS Energy Corp.

Who crossed 5% of CMS →

Managers holding

as of 2026-09-30

Reported value

$25.7M

summed across filings

Shares held

407.6K

Added vs trimmed

9 / 6

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
Artemis Investment Management LLPCOM181.9K shtrimmed	181.9K	$11.5M	trimmed
Mn Services Vermogensbeheer B.V.COM89.7K shheld	89.7K	$5.7M	held
Venture Visionary Partners LLCCOM33.9K shadded	33.9K	$2.1M	added
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM24.7K shtrimmed	24.7K	$1.6M	trimmed
Cox Capital Mgt LLCStock17.2K shtrimmed	17.2K	$1.1M	trimmed
Mirador Capital Partners LPCOM14.7K shadded	14.7K	$929.2K	added
GAMMA Investing LLCCommon Stock14.2K shtrimmed	14.2K	$895.4K	trimmed
MOODY NATIONAL BANK TRUST DIVISIONCOM10.4K shadded	10.4K	$655.1K	added
Farther Finance Advisors, LLCStock6K shadded	6K	$378.7K	added
CoreCap Advisors, LLCStock4.4K shadded	4.4K	$274.5K	added
Wedmont Private CapitalCOM4.1K shtrimmed	4.1K	$265.1K	trimmed
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock3.5K shtrimmed	3.5K	$218.1K	trimmed
Grove Bank & TrustCOM1.1K shheld	1.1K	$67.6K	held
Dorato Capital ManagementCOM525 shheld	525	$34.2K	held
ELEVATION WEALTH PARTNERS, LLCCOM443 shadded	443	$27.9K	added
EASTERN BANKCOM200 shheld	200	$12.6K	held
Bangor Savings BankCOM168 shheld	168	$10.6K	held
ATWOOD & PALMER INCCOM160 shheld	160	$10.1K	held
Aventus Investment Advisors, Inc.Stock149 shheld	149	$9.4K	held
Rosenberg Matthew HamiltonStock92 shheld	92	$5.8K	held
AMERICAN NATIONAL BANK & TRUSTCOM67 shadded	67	$4.2K	added
Marquette Asset Management, LLCCOM46 shadded	46	$2.9K	added
GK Wealth Management LLCCOM35 sh—	35	$2.2K	—
Davis Capital ManagementStock16 shadded	16	$1K	added
Retirement Wealth Solutions LLCCOM6 shheld	6	$379	held

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on CMS

Company overviewEverything on CMS in one place, with the price.SEC filingsWhat CMS's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat CMS's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold CMS, and how big a bet.LobbyingWhat CMS spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on CMS's account, and who they worked for.

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