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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
3,540
shares
|
$261,747
0.02% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,535
shares
|
$261,377
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
3,533
shares
|
$261,230
0.03% of portfolio
|
Q3 2025
Reduced 23.41%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
3,515
shares
|
$259,899
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
3,483
shares
|
$257,533
0.06% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
3,479
shares
|
$257,237
0.0% of portfolio
|
Q3 2025
Reduced 95.97%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
3,425
shares
|
$253,244
0.0% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
3,400
shares
|
$251,396
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,391
shares
|
$250,730
0.02% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
3,371
shares
|
$249,251
0.08% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,368
shares
|
$249,029
0.0% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
3,321
shares
|
$245,554
0.07% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
3,307
shares
|
$244,519
0.02% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
3,299
shares
|
$243,928
0.02% of portfolio
|
Q3 2025
Reduced 16.46%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
3,283
shares
|
$242,745
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
3,253
shares
|
$240,526
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,228
shares
|
$238,678
0.0% of portfolio
|
Q3 2025
Added 29.02%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
3,228
shares
|
$238,678
0.02% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
3,170
shares
|
$234,389
0.07% of portfolio
|
Q3 2025
Reduced 17.94%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
3,157
shares
|
$233,428
0.08% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,128
shares
|
$231,284
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,115
shares
|
$230,323
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
3,100
shares
|
$229,214
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
3,089
shares
|
$228,400
0.01% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
3,079
shares
|
$227,661
0.01% of portfolio
|
Q3 2025
Reduced 26.32%
|
|