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 798 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
810
shares
|
$59,599
0.0% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
800
shares
|
$58,864
0.0% of portfolio
|
Q2 2023
Reduced 2.79%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
794
shares
|
$58,422
0.0% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
787
shares
|
$57,907
0.01% of portfolio
|
Q1 2024
Reduced 6.64%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
759
shares
|
$55,847
0.0% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
738
shares
|
$54,302
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
717
shares
|
$52,756
0.0% of portfolio
|
Q1 2025
Reduced 73.09%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
712
shares
|
$52,388
0.01% of portfolio
|
Q2 2024
Added 431.34%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
637
shares
|
$46,870
0.0% of portfolio
|
Q1 2025
Added 23.93%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
628
shares
|
$46,208
0.04% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
616
shares
|
$45,325
0.0% of portfolio
|
Q2 2025
Reduced 95.19%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
606
shares
|
$44,589
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
592
shares
|
$43,559
0.01% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
582
shares
|
$42,823
0.0% of portfolio
|
Q1 2023
Reduced 11.82%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
577
shares
|
$42,455
0.0% of portfolio
|
Q2 2025
Added 31.44%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
560
shares
|
$41,204
0.01% of portfolio
|
Q1 2025
Added 25.28%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
555
shares
|
$40,836
0.03% of portfolio
|
Q1 2025
Added 21.98%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
539
shares
|
$39,659
0.02% of portfolio
|
Q2 2024
Added 34.75%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
535
shares
|
$39,365
0.0% of portfolio
|
Q2 2025
Added 127.66%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
516
shares
|
$37,967
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
513
shares
|
$37,746
0.0% of portfolio
|
Q2 2025
Added 24.21%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
484
shares
|
$35,612
0.02% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
466
shares
|
$34,288
0.02% of portfolio
|
Q2 2022
Reduced 3.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
462
shares
|
$33,993
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
451
shares
|
$33,184
0.0% of portfolio
|
Q1 2025
Added 285.47%
|