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 855 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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
216
shares
|
$15,971
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
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%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
200
shares
|
$14,788
0.0% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$14,788
0.0% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
200
shares
|
$14,788
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
195
shares
|
$14,418
0.0% of portfolio
|
Q3 2025
Added 333.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
192
shares
|
$14,196
0.0% of portfolio
|
Q4 2025
Added 40.15%
|
|
|
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%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
187
shares
|
$13,826
0.0% of portfolio
|
Q4 2025
Reduced 20.43%
|
|
|
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%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
174
shares
|
$12,865
0.0% of portfolio
|
Q4 2025
Reduced 9.84%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
168
shares
|
$12,421
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
168
shares
|
$12,421
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
167
shares
|
$12,347
0.0% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
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%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
129
shares
|
$9,538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
126
shares
|
$9,316
0.0% of portfolio
|
Q1 2024
Added 4.13%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
122
shares
|
$9,020
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
121
shares
|
$8,946
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|
|