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 749 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$1,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
24
shares
|
$1,645
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
24
shares
|
$1,645
0.0% of portfolio
|
Q1 2024
Reduced 98.22%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
24
shares
|
$1,645
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23
shares
|
$1,577
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
22
shares
|
$1,508
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$1,371
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
19
shares
|
$1,302
0.0% of portfolio
|
Q3 2024
Reduced 26.92%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$1,234
0.0% of portfolio
|
Q3 2023
Added 5.88%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
18
shares
|
$1,234
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
15
shares
|
$1,028
0.0% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
14
shares
|
$959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
12
shares
|
$822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
12
shares
|
$822
0.0% of portfolio
|
Q3 2024
Reduced 88.46%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
11
shares
|
$754
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
10
shares
|
$685
0.0% of portfolio
|
Q3 2024
Reduced 99.97%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$685
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10
shares
|
$685
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
10
shares
|
$685
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
9
shares
|
$617
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
8
shares
|
$548
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
7
shares
|
$479
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
7
shares
|
$479
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
7
shares
|
$479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5
shares
|
$342
0.0% of portfolio
|
Q3 2024
New holding
|