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 858 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
1,279
shares
|
$94,569
0.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,256
shares
|
$92,868
0.0% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,233
shares
|
$91,168
0.0% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
1,227
shares
|
$90,724
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,221
shares
|
$90,280
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,113
shares
|
$82,295
0.02% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$81,334
0.0% of portfolio
|
Q3 2024
Reduced 71.08%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,087
shares
|
$80,372
0.01% of portfolio
|
Q4 2019
Added 18.4%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,075
shares
|
$79,485
0.0% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,072
shares
|
$79,263
0.01% of portfolio
|
Q1 2025
Added 167.33%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,057
shares
|
$78,154
0.0% of portfolio
|
Q3 2025
Reduced 30.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,010
shares
|
$74,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
996
shares
|
$73,644
0.03% of portfolio
|
Q3 2025
Added 78.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
976
shares
|
$72,165
0.01% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
962
shares
|
$71,130
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
932
shares
|
$68,912
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
926
shares
|
$68,468
0.04% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
911
shares
|
$67,359
0.01% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
910
shares
|
$67,285
0.03% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
905
shares
|
$66,915
0.09% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
844
shares
|
$62,405
0.0% of portfolio
|
Q3 2025
Added 46.27%
|
|