CMS · Insider trading · 13F holders · Congress trades
CMS Energy Corp (CMS)
Who is buying and selling CMS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 31
- Insider buys, 90 days
- $14K
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 5
CMS at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 CMS insider filed 1 open-market purchase worth $14K on SEC Form 4.
- 31 13F filers hold CMS among their 50 largest positions, worth $1.8B combined, including George Soros. The biggest bets by portfolio weight are Magellan Asset Management Ltd (4.3%), Bruce & Co., Inc. (3.2%) and Partners Group Holding AG (2.5%). In their latest 13Fs, 2 managers opened a new position and 4 added to one.
- Members of Congress have disclosed 16 CMS trades since 2013, 0 purchases and 5 sales in the past year; the latest was Julie Johnson (D-TX), selling $1K–15K on Dec 8, 2025.
- CMS last closed at $69.52 on Oct 29, 2026.
CMS insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 CMS insider filed 1 open-market purchase worth $14K on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026 | Maddipati Srikanth | EVP/CFO | Buy | 200 | $72.46 | $14K | SEC |
Who owns CMS? Hedge funds and superinvestors
31 13F filers hold CMS among their 50 largest positions, worth $1.8B combined, including George Soros. The biggest bets by portfolio weight are Magellan Asset Management Ltd (4.3%), Bruce & Co., Inc. (3.2%) and Partners Group Holding AG (2.5%). In their latest 13Fs, 2 managers opened a new position and 4 added to one.
Superinvestors holding CMS: George Soros 1.2%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| GQG Partners LLCMutual fund manager | 0.7% | $363.4M | 4,750,161 | +7.7% shares | Q2 2026 |
| Magellan Asset Management LtdAsset manager | 4.3% | $194.2M | 2,539,050 | +25.7% shares | Q2 2026 |
| Lord, Abbett & Co. LLCMutual fund manager | 0.6% | $186.3M | 2,434,795 | -26.4% shares | Q2 2026 |
| Reaves W H & Co IncInvestment manager | 2.2% | $146.1M | 1,909,154 | -9.7% shares | Q2 2026 |
| Parnassus Investments, LLCMutual fund manager | 0.4% | $144.9M | 2,297,350 | +3.5% shares | Q3 2026 |
| Duff & Phelps Investment Management CoMutual fund manager | 1.0% | $111.2M | 1,453,667 | +0.0% shares | Q2 2026 |
| iA Global Asset Management Inc.Asset manager | 1.1% | $98.2M | 1,556,362 | +9.1% shares | Q3 2026 |
| Soroban Capital Partners LPHedge fund | 0.6% | $81.0M | 1,058,781 | +0.0% shares | Q2 2026 |
| George SorosAsset manager | 1.2% | $74.2M | 970,362 | -6.2% shares | Q2 2026 |
| Energy Income Partners, LLCMutual fund manager | 0.8% | $53.7M | 702,074 | -9.3% shares | Q2 2026 |
| Cbre Investment Management Listed Real Assets LLCAsset manager | 0.6% | $45.6M | 595,592 | -55.3% shares | Q2 2026 |
| Thiel Macro LLCHedge fund | 9.4% | $39.6M | 517,124 | New | Q2 2026 |
| Partners Group Holding AGHedge fund | 2.5% | $37.0M | 483,770 | -2.7% shares | Q2 2026 |
| Miller Howard Investments Inc /nyAsset manager | 0.9% | $34.6M | 547,734 | -4.1% shares | Q3 2026 |
| RWC Asset Management LLPHedge fund | 1.1% | $27.9M | 442,514 | +2.2% shares | Q3 2026 |
| Cidel Asset Management IncAsset manager | 1.1% | $22.5M | 356,564 | -12.1% shares | Q3 2026 |
| Avalon Trust CoBank & trust | 1.4% | $22.4M | 292,774 | -0.2% shares | Q2 2026 |
| Fisher Funds Management LTDAsset manager | 0.6% | $22.3M | 353,356 | -17.7% shares | Q3 2026 |
| Covea FinanceInvestment manager | 0.7% | $20.1M | 318,650 | +7.2% shares | Q3 2026 |
| Bruce & Co., Inc.Mutual fund manager | 3.2% | $11.7M | 153,000 | -1.9% shares | Q2 2026 |
| Mattern Capital Management, LLCWealth manager | 1.3% | $11.5M | 150,896 | -5.5% shares | Q2 2026 |
| BTG Pactual Asset Management US LLCHedge fund | 0.7% | $9.2M | 120,155 | — | Q2 2026 |
| Brasada Capital Management, LPWealth manager | 1.5% | $8.2M | 107,350 | -5.0% shares | Q2 2026 |
| SilverOak Wealth Management LLCWealth manager | 0.5% | $4.2M | 66,998 | -2.7% shares | Q3 2026 |
| Nicholson Wealth Management Group, LLCWealth manager | 1.1% | $1.9M | 25,189 | -1.8% shares | Q2 2026 |
| Capital Innovations LLCMutual fund manager | 0.5% | $1.8M | 23,622 | — | Q2 2026 |
| Blue Water Asset ManagementWealth manager | 0.5% | $1.6M | 20,777 | +3.5% shares | Q2 2026 |
| Opus Investment Management IncHedge fund | 0.8% | $1.5M | 20,000 | +0.0% shares | Q2 2026 |
| Cox Capital Mgt LLCAsset manager | 0.6% | $1.1M | 17,203 | -0.5% shares | Q3 2026 |
| Daniel Investment Group, Inc.Wealth manager | 0.2% | $385K | 5,031 | — | Q2 2026 |
The 30 largest of 31 positions, by value. Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 22). Screen CMS in the grand portfolio →
CMS stock trades by members of Congress
Members of Congress have disclosed 16 CMS trades since 2013, 0 purchases and 5 sales in the past year; the latest was Julie Johnson (D-TX), selling $1K–15K on Dec 8, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 5, 2026 | Julie JohnsonD-TX · House | Sale | $1K–15K | Dec 8, 2025 | -0.4% |
| Jan 15, 2026 | Julie JohnsonD-TX · House | Sale | $1K–15K | Dec 18, 2025 | -0.5% |
| Jan 15, 2026 | Julie JohnsonD-TX · House | Sale | $1K–15K | Dec 9, 2025 | -0.3% |
| Dec 11, 2025 | Julie JohnsonD-TX · House | Sale | $1K–15K | Nov 13, 2025 | -5.0% |
| Sep 11, 2025 | Julie JohnsonD-TX · House | Sale | $1K–15K | Aug 14, 2025 | -3.3% |
| Jul 15, 2022 | Shelley Moore CapitoR-WV · Senate | Buy | $1K–15K | Jun 1, 2022 | -0.7% |
| Mar 16, 2021 | Peter MeijerR-MI · House | Sale | $1K–15K | Feb 16, 2021 | +26.6% |
| Feb 23, 2021 | Peter MeijerR-MI · House | Sale | $1K–15K | Jan 28, 2021 | +22.7% |
| Nov 15, 2020 | John A. YarmuthD-KY · House | Sale | $1K–15K | Aug 27, 2020 | +17.6% |
| Apr 11, 2020 | Zoe LofgrenD-CA · House | Sale | $1K–15K | Mar 23, 2020 | +44.8% |
| Apr 5, 2020 | Mikie SherrillD-NJ · House | Sale | $1K–15K | Feb 20, 2020 | +2.4% |
| Sep 27, 2019 | John H. RutherfordR-FL · House | Sale | $1K–15K | Sep 19, 2019 | +11.7% |
| Aug 20, 2018 | John H. RutherfordR-FL · House | Buy | $1K–15K | Jul 24, 2018 | +48.1% |
| Dec 12, 2017 | John A. YarmuthD-KY · House | Buy | $1K–15K | Nov 9, 2017 | +42.5% |
| Nov 14, 2017 | Zoe LofgrenD-CA · House | Buy | $1K–15K | Oct 27, 2017 | +45.7% |
| Jan 14, 2014 | Michael G. FitzpatrickR-PA · House | Sale | $1K–15K | Dec 13, 2013 | +167.9% |
8 members have traded CMS: Julie Johnson, Shelley Moore Capito, Peter Meijer, John A. Yarmuth, Zoe Lofgren, Mikie Sherrill, John H. Rutherford, Michael G. Fitzpatrick.
CMS questions and answers
Are insiders buying CMS stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 CMS insider filed 1 open-market purchase worth $14K on SEC Form 4.
Which hedge funds own CMS?
31 13F filers hold CMS among their 50 largest positions, worth $1.8B combined, including George Soros. The biggest bets by portfolio weight are Magellan Asset Management Ltd (4.3%), Bruce & Co., Inc. (3.2%) and Partners Group Holding AG (2.5%). In their latest 13Fs, 2 managers opened a new position and 4 added to one.
Has Congress traded CMS?
Members of Congress have disclosed 16 CMS trades since 2013, 0 purchases and 5 sales in the past year; the latest was Julie Johnson (D-TX), selling $1K–15K on Dec 8, 2025.
Who is the largest holder of CMS?
Among 13F filers, GQG Partners LLC reports the largest CMS position, $363.4M (4,750,161 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Magellan Asset Management Ltd's: 4.3% of its portfolio.
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