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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
66
shares
|
$4,740
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
65
shares
|
$4,668
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
64
shares
|
$4,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
63
shares
|
$4,525
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
62
shares
|
$4,453
0.0% of portfolio
|
Q1 2025
Reduced 34.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
61
shares
|
$4,381
0.0% of portfolio
|
Q2 2024
Added 281.25%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
58
shares
|
$4,166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
58
shares
|
$4,166
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
56
shares
|
$4,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
54
shares
|
$3,878
0.0% of portfolio
|
Q2 2025
Added 980.0%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
53
shares
|
$3,806
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
51
shares
|
$3,663
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
50
shares
|
$3,591
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
49
shares
|
$3,519
0.0% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
46
shares
|
$3,304
0.0% of portfolio
|
Q4 2024
Added 557.14%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
45
shares
|
$3,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
44
shares
|
$3,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
43
shares
|
$3,088
0.0% of portfolio
|
Q2 2024
Reduced 46.91%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
42
shares
|
$3,016
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
39
shares
|
$2,801
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
38
shares
|
$2,729
0.0% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
36
shares
|
$2,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
35
shares
|
$2,514
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
34
shares
|
$2,442
0.0% of portfolio
|
Q2 2025
Reduced 46.88%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$2,298
0.0% of portfolio
|
Q3 2023
New holding
|