Institutional Ownership Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS). We have compiled data on the 855 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
9,002
shares
|
$665,607
0.06% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
9,000
shares
|
$665,460
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
8,983
shares
|
$664,203
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
8,734
shares
|
$645,791
0.03% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
8,691
shares
|
$642,612
0.1% of portfolio
|
Q3 2025
Reduced 60.57%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,690
shares
|
$642,538
0.07% of portfolio
|
Q3 2022
Reduced 0.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,679
shares
|
$641,725
0.0% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
8,632
shares
|
$638,250
0.01% of portfolio
|
Q4 2025
Reduced 15.01%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
8,434
shares
|
$623,609
0.24% of portfolio
|
Q4 2025
Added 121.19%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
8,384
shares
|
$619,912
0.01% of portfolio
|
Q3 2025
Reduced 97.13%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,360
shares
|
$618,138
0.1% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
8,335
shares
|
$616,289
0.02% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
8,225
shares
|
$608,156
0.04% of portfolio
|
Q3 2025
Added 155.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
8,092
shares
|
$598,322
0.0% of portfolio
|
Q3 2025
Added 36.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
8,089
shares
|
$598,100
0.01% of portfolio
|
Q4 2025
Reduced 12.87%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
8,075
shares
|
$597,065
0.0% of portfolio
|
Q3 2025
Added 44.27%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
8,072
shares
|
$596,843
0.04% of portfolio
|
Q3 2025
Added 21.77%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
8,006
shares
|
$591,963
0.02% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
7,828
shares
|
$578,802
0.04% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Boit C F David
Boston, MA |
Jan 15, 2026 Q4 2025 |
7,800
shares
|
$576,732
0.26% of portfolio
|
Q2 2021
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
7,766
shares
|
$574,218
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,711
shares
|
$570,151
0.0% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
7,629
shares
|
$564,088
0.06% of portfolio
|
Q4 2025
Reduced 34.06%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,621
shares
|
$563,496
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,407
shares
|
$547,673
0.03% of portfolio
|
Q3 2025
Added 29.18%
|
|