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 821 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,701
shares
|
$122,182
0.0% of portfolio
|
Q2 2025
Added 114.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,593
shares
|
$114,425
0.01% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,574
shares
|
$113,060
0.01% of portfolio
|
Q4 2022
Reduced 11.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,572
shares
|
$112,916
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,551
shares
|
$111,408
0.0% of portfolio
|
Q3 2024
Reduced 94.88%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,528
shares
|
$109,756
0.08% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
1,521
shares
|
$109,253
0.02% of portfolio
|
Q2 2025
Reduced 93.18%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,511
shares
|
$108,535
0.0% of portfolio
|
Q2 2025
Reduced 40.75%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$107,745
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$107,745
0.03% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,495
shares
|
$107,385
0.01% of portfolio
|
Q1 2021
Reduced 3.73%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,480
shares
|
$106,308
0.05% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,448
shares
|
$104,009
0.02% of portfolio
|
Q2 2025
Added 108.49%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,419
shares
|
$101,926
0.01% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,408
shares
|
$101,136
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
1,317
shares
|
$94,600
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,278
shares
|
$91,798
0.0% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,221
shares
|
$87,704
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,165
shares
|
$83,681
0.0% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,164
shares
|
$83,610
0.0% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,123
shares
|
$80,665
0.0% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,100
shares
|
$79,013
0.0% of portfolio
|
Q3 2024
Reduced 71.08%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
1,087
shares
|
$78,079
0.01% of portfolio
|
Q1 2020
Added 18.4%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,072
shares
|
$77,001
0.01% of portfolio
|
Q1 2025
Added 167.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,037
shares
|
$74,487
0.01% of portfolio
|
Q2 2025
Added 3.8%
|