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 821 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
145
shares
|
$10,415
0.0% of portfolio
|
Q4 2024
Reduced 85.6%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
138
shares
|
$9,912
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
129
shares
|
$9,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
126
shares
|
$9,050
0.0% of portfolio
|
Q1 2024
Added 4.13%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
126
shares
|
$9,050
0.0% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
121
shares
|
$8,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
121
shares
|
$8,691
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
121
shares
|
$8,691
0.0% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
118
shares
|
$8,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
103
shares
|
$7,398
0.0% of portfolio
|
Q2 2025
Reduced 88.43%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
101
shares
|
$7,254
0.0% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
100
shares
|
$7,183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$7,183
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
98
shares
|
$7,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
96
shares
|
$6,895
0.0% of portfolio
|
Q2 2025
Added 37.14%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
92
shares
|
$6,608
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
92
shares
|
$6,608
0.0% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
91
shares
|
$6,536
0.0% of portfolio
|
Q2 2025
Reduced 68.73%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
84
shares
|
$6,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
81
shares
|
$5,818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
80
shares
|
$5,746
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
79
shares
|
$5,674
0.0% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
74
shares
|
$5,315
0.0% of portfolio
|
Q2 2025
Reduced 42.64%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
73
shares
|
$5,243
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
66
shares
|
$4,740
0.0% of portfolio
|
Q3 2023
Reduced 45.45%
|