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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
810
shares
|
$59,891
0.0% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
800
shares
|
$59,152
0.0% of portfolio
|
Q2 2023
Reduced 2.79%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
799
shares
|
$59,078
0.04% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
787
shares
|
$58,190
0.01% of portfolio
|
Q1 2024
Reduced 6.64%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
761
shares
|
$56,268
0.04% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
738
shares
|
$54,567
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
712
shares
|
$52,645
0.01% of portfolio
|
Q2 2024
Added 431.34%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
660
shares
|
$48,800
0.03% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
660
shares
|
$48,800
0.01% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
629
shares
|
$46,508
0.01% of portfolio
|
Q3 2025
Reduced 66.88%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
627
shares
|
$46,360
0.03% of portfolio
|
Q3 2025
Reduced 25.53%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
606
shares
|
$44,807
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
594
shares
|
$43,920
0.39% of portfolio
|
Q2 2025
Added 2870.0%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
585
shares
|
$43,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
582
shares
|
$43,033
0.0% of portfolio
|
Q1 2023
Reduced 11.82%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
567
shares
|
$41,923
0.01% of portfolio
|
Q3 2025
Added 182.09%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
542
shares
|
$40,075
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
539
shares
|
$39,853
0.02% of portfolio
|
Q2 2024
Added 34.75%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
535
shares
|
$39,557
0.0% of portfolio
|
Q2 2025
Added 127.66%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
524
shares
|
$38,744
0.0% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
507
shares
|
$37,487
0.03% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
504
shares
|
$37,265
0.01% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
484
shares
|
$35,786
0.0% of portfolio
|
Q3 2025
Added 37.89%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
466
shares
|
$34,456
0.02% of portfolio
|
Q2 2022
Reduced 3.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
462
shares
|
$34,160
0.0% of portfolio
|
Q3 2022
New holding
|
|