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 |
|---|---|---|---|---|---|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
5,924
shares
|
$438,020
0.02% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
5,920
shares
|
$437,724
0.01% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
5,767
shares
|
$426,411
0.06% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
5,729
shares
|
$423,602
0.01% of portfolio
|
Q3 2025
Added 551.02%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
5,617
shares
|
$415,320
0.08% of portfolio
|
Q3 2025
Reduced 59.45%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,598
shares
|
$413,916
0.0% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
5,481
shares
|
$405,265
0.03% of portfolio
|
Q4 2025
Added 5.04%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
5,456
shares
|
$403,416
0.03% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
5,428
shares
|
$401,346
0.02% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,357
shares
|
$396,096
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
5,319
shares
|
$393,286
0.14% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,312
shares
|
$392,769
0.01% of portfolio
|
Q3 2025
Added 76.07%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
5,260
shares
|
$388,924
0.07% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
5,245
shares
|
$387,815
0.01% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
5,180
shares
|
$383,009
0.04% of portfolio
|
Q4 2025
Added 53.75%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
5,170
shares
|
$382,269
0.01% of portfolio
|
Q4 2025
Reduced 1.9%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
5,133
shares
|
$379,534
0.07% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,088
shares
|
$376,206
0.01% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,075
shares
|
$375,245
0.02% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,061
shares
|
$374,210
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
5,047
shares
|
$373,175
0.06% of portfolio
|
Q4 2025
Added 43.87%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
5,032
shares
|
$372,066
0.06% of portfolio
|
Q4 2025
Added 6.38%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
5,000
shares
|
$369,700
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$369,700
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 12, 2026 Q4 2025 |
5,000
shares
|
$369,700
0.12% of portfolio
|
Q1 2024
New holding
|
|