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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
430
shares
|
$31,639
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
420
shares
|
$30,903
0.01% of portfolio
|
Q1 2023
Added 1515.38%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
414
shares
|
$30,462
0.01% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
413
shares
|
$30,388
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
408
shares
|
$30,020
0.0% of portfolio
|
Q1 2025
Reduced 63.57%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
405
shares
|
$29,799
0.02% of portfolio
|
Q4 2023
Reduced 23.73%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
400
shares
|
$29,432
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
338
shares
|
$24,870
0.0% of portfolio
|
Q1 2023
Added 83.7%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
318
shares
|
$23,398
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
304
shares
|
$22,368
0.01% of portfolio
|
Q1 2025
Reduced 81.36%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
300
shares
|
$22,074
0.0% of portfolio
|
Q3 2019
Reduced 33.33%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
300
shares
|
$22,074
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
298
shares
|
$21,926
0.0% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
295
shares
|
$21,706
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
289
shares
|
$21,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
286
shares
|
$21,043
0.0% of portfolio
|
Q2 2024
Added 24.89%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
274
shares
|
$20,160
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
261
shares
|
$19,204
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
254
shares
|
$18,689
0.0% of portfolio
|
Q3 2024
Added 370.37%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
231
shares
|
$16,996
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
216
shares
|
$15,893
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
215
shares
|
$15,819
0.0% of portfolio
|
Q1 2025
Added 58.09%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
206
shares
|
$15,157
0.0% of portfolio
|
Q3 2023
Added 7.85%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
203
shares
|
$14,936
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
200
shares
|
$14,716
0.0% of portfolio
|
Q4 2023
Reduced 7.41%
|