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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
92
shares
|
$6,769
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
91
shares
|
$6,695
0.0% of portfolio
|
Q2 2025
Reduced 68.73%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
86
shares
|
$6,327
0.0% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
81
shares
|
$5,959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
73
shares
|
$5,371
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
70
shares
|
$5,150
0.0% of portfolio
|
Q4 2024
Added 59.09%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
70
shares
|
$5,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
70
shares
|
$5,150
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
69
shares
|
$5,077
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
66
shares
|
$4,856
0.0% of portfolio
|
Q3 2023
Reduced 45.45%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
66
shares
|
$4,856
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
65
shares
|
$4,782
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
63
shares
|
$4,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
62
shares
|
$4,561
0.0% of portfolio
|
Q1 2025
Reduced 34.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
61
shares
|
$4,488
0.0% of portfolio
|
Q2 2024
Added 281.25%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
59
shares
|
$4,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
58
shares
|
$4,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
55
shares
|
$4,046
0.0% of portfolio
|
Q4 2024
Added 52.78%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
51
shares
|
$3,752
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
50
shares
|
$3,679
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
49
shares
|
$3,605
0.0% of portfolio
|
Q4 2024
Added 58.06%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
46
shares
|
$3,384
0.0% of portfolio
|
Q4 2024
Added 557.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
46
shares
|
$3,384
0.0% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
46
shares
|
$3,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
45
shares
|
$3,311
0.0% of portfolio
|
Q1 2025
New holding
|