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 749 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,052
shares
|
$209,275
0.02% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,039
shares
|
$208,384
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,026
shares
|
$207,492
0.01% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
3,017
shares
|
$206,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
3,009
shares
|
$206,327
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$205,709
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
2,950
shares
|
$202,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,917
shares
|
$200,018
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,886
shares
|
$197,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,827
shares
|
$193,847
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
2,785
shares
|
$190,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,745
shares
|
$188,224
0.09% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,625
shares
|
$179,996
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,604
shares
|
$178,556
0.01% of portfolio
|
Q3 2024
Added 30.92%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,526
shares
|
$173,207
0.02% of portfolio
|
Q3 2022
Reduced 43.92%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
2,419
shares
|
$165,870
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,414
shares
|
$165,527
0.02% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,404
shares
|
$164,842
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,303
shares
|
$157,916
0.01% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,301
shares
|
$157,779
0.01% of portfolio
|
Q2 2020
Added 15.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,255
shares
|
$154,625
0.01% of portfolio
|
Q3 2024
Added 100.8%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,090
shares
|
$143,311
0.0% of portfolio
|
Q3 2024
Added 33.46%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
2,070
shares
|
$141,939
0.0% of portfolio
|
Q1 2024
Reduced 16.63%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,045
shares
|
$140,225
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,001
shares
|
$137,208
0.02% of portfolio
|
Q3 2024
Added 2.46%
|