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 |
|---|---|---|---|---|---|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
962
shares
|
$69,100
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
932
shares
|
$66,945
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
930
shares
|
$66,801
0.03% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
926
shares
|
$66,514
0.04% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
907
shares
|
$65,149
0.0% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
905
shares
|
$65,006
0.09% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
891
shares
|
$64,000
0.01% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
880
shares
|
$63,210
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
873
shares
|
$62,707
0.01% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
842
shares
|
$60,480
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
841
shares
|
$60,409
0.03% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
837
shares
|
$60,121
0.0% of portfolio
|
Q2 2025
Reduced 82.67%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
822
shares
|
$59,044
0.0% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
810
shares
|
$58,182
0.0% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
800
shares
|
$57,464
0.0% of portfolio
|
Q2 2023
Reduced 2.79%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
787
shares
|
$56,530
0.01% of portfolio
|
Q1 2024
Reduced 6.64%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
770
shares
|
$55,309
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
738
shares
|
$53,010
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
712
shares
|
$51,142
0.01% of portfolio
|
Q2 2024
Added 431.34%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
660
shares
|
$47,407
0.03% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
638
shares
|
$45,827
0.01% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
616
shares
|
$44,247
0.0% of portfolio
|
Q2 2025
Reduced 95.19%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
606
shares
|
$43,528
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
594
shares
|
$42,667
0.39% of portfolio
|
Q2 2025
Added 2870.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
582
shares
|
$41,805
0.0% of portfolio
|
Q1 2023
Reduced 11.82%
|