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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
254
shares
|
$18,780
0.0% of portfolio
|
Q3 2024
Added 370.37%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
242
shares
|
$17,893
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
236
shares
|
$17,449
0.01% of portfolio
|
Q3 2025
Added 7766.67%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
235
shares
|
$17,375
0.0% of portfolio
|
Q3 2025
Added 60.96%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
231
shares
|
$17,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
216
shares
|
$15,971
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
208
shares
|
$15,379
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
206
shares
|
$15,231
0.0% of portfolio
|
Q3 2023
Added 7.85%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
203
shares
|
$15,009
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
200
shares
|
$14,788
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$14,788
0.0% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
195
shares
|
$14,418
0.0% of portfolio
|
Q3 2025
Added 333.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
193
shares
|
$14,270
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
190
shares
|
$14,048
0.0% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
186
shares
|
$13,752
0.0% of portfolio
|
Q3 2025
Added 47.62%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
174
shares
|
$12,865
0.0% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
168
shares
|
$12,421
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
168
shares
|
$12,421
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
166
shares
|
$12,274
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
161
shares
|
$11,904
0.0% of portfolio
|
Q3 2025
Reduced 92.92%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
160
shares
|
$11,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
147
shares
|
$10,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
147
shares
|
$10,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
145
shares
|
$10,721
0.0% of portfolio
|
Q4 2024
Reduced 85.6%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
137
shares
|
$10,129
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|