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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,526
shares
|
$186,772
0.02% of portfolio
|
Q3 2022
Reduced 43.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,490
shares
|
$184,110
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,404
shares
|
$177,751
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,402
shares
|
$177,603
0.0% of portfolio
|
Q3 2025
Added 192.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,301
shares
|
$170,135
0.01% of portfolio
|
Q2 2020
Added 15.22%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,246
shares
|
$166,069
0.01% of portfolio
|
Q3 2025
Added 32.04%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,170
shares
|
$160,449
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,041
shares
|
$150,911
0.02% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,912
shares
|
$141,373
0.02% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
1,905
shares
|
$140,855
0.01% of portfolio
|
Q2 2024
Reduced 7.03%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,668
shares
|
$123,331
0.01% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,642
shares
|
$121,409
0.0% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,574
shares
|
$116,381
0.01% of portfolio
|
Q4 2022
Reduced 11.37%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,562
shares
|
$115,494
0.01% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,551
shares
|
$114,680
0.0% of portfolio
|
Q3 2024
Reduced 94.88%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
1,500
shares
|
$110,910
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,495
shares
|
$110,540
0.01% of portfolio
|
Q1 2021
Reduced 3.73%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,484
shares
|
$109,726
0.08% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
1,480
shares
|
$109,431
0.04% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,468
shares
|
$108,543
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,408
shares
|
$104,107
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,378
shares
|
$101,889
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,350
shares
|
$99,819
0.03% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,318
shares
|
$97,452
0.0% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,303
shares
|
$96,343
0.0% of portfolio
|
Q3 2025
Added 43.66%
|
|