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 749 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
405
shares
|
$27,770
0.01% of portfolio
|
Q4 2023
Reduced 23.73%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
400
shares
|
$27,427
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
364
shares
|
$24,959
0.0% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
343
shares
|
$23,519
0.0% of portfolio
|
Q3 2024
Added 110.43%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
338
shares
|
$23,176
0.0% of portfolio
|
Q1 2023
Added 83.7%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
318
shares
|
$21,805
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
300
shares
|
$20,570
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
300
shares
|
$20,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
300
shares
|
$20,570
0.0% of portfolio
|
Q3 2019
Reduced 33.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
286
shares
|
$19,611
0.0% of portfolio
|
Q2 2024
Added 24.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
280
shares
|
$19,199
0.0% of portfolio
|
Q3 2024
Reduced 65.69%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
261
shares
|
$17,896
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
257
shares
|
$17,622
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
254
shares
|
$17,416
0.0% of portfolio
|
Q3 2024
Added 370.37%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
249
shares
|
$17,073
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
222
shares
|
$15,222
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
221
shares
|
$15,153
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
220
shares
|
$15,085
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
218
shares
|
$14,948
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
216
shares
|
$14,811
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
213
shares
|
$14,605
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
206
shares
|
$14,125
0.0% of portfolio
|
Q3 2023
Added 7.85%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
202
shares
|
$13,851
0.01% of portfolio
|
Q3 2024
Added 61.6%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
202
shares
|
$13,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$13,713
0.0% of portfolio
|
Q4 2023
Reduced 7.41%
|