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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
7,387
shares
|
$546,194
0.18% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
7,352
shares
|
$543,606
0.01% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,351
shares
|
$543,532
0.06% of portfolio
|
Q3 2025
Reduced 79.17%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
7,172
shares
|
$530,297
0.01% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Quaero Capital S.A.
|
Aug 06, 2025 Q2 2025 |
7,161
shares
|
$529,484
2.29% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
7,153
shares
|
$528,892
0.02% of portfolio
|
Q3 2025
Reduced 28.67%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
7,118
shares
|
$526,304
0.15% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
6,971
shares
|
$515,435
0.0% of portfolio
|
Q3 2025
Added 25.33%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,933
shares
|
$512,626
0.1% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
6,911
shares
|
$510,999
0.19% of portfolio
|
Q3 2025
Reduced 32.95%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
6,867
shares
|
$507,745
0.05% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,759
shares
|
$499,760
0.03% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,751
shares
|
$499,168
0.08% of portfolio
|
Q3 2025
Reduced 55.98%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
6,582
shares
|
$486,673
0.01% of portfolio
|
Q3 2025
Added 34.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,448
shares
|
$476,765
0.01% of portfolio
|
Q3 2024
Added 43.03%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
6,442
shares
|
$476,321
0.02% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
6,404
shares
|
$473,511
0.01% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,390
shares
|
$472,476
0.03% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,368
shares
|
$470,849
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
6,325
shares
|
$467,670
0.01% of portfolio
|
Q3 2025
Reduced 44.82%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
6,250
shares
|
$462,125
0.03% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
6,248
shares
|
$461,977
0.0% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
6,204
shares
|
$458,723
0.02% of portfolio
|
Q3 2025
Added 233.73%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
6,134
shares
|
$453,547
0.21% of portfolio
|
Q3 2025
Reduced 67.93%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,084
shares
|
$449,850
0.01% of portfolio
|
Q3 2025
Reduced 24.19%
|
|