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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
31
shares
|
$2,226
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
30
shares
|
$2,154
0.0% of portfolio
|
Q2 2025
Reduced 97.0%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
29
shares
|
$2,083
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
29
shares
|
$2,083
0.0% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
28
shares
|
$2,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
25
shares
|
$1,795
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
25
shares
|
$1,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
24
shares
|
$1,723
0.0% of portfolio
|
Q2 2025
Reduced 99.82%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
24
shares
|
$1,723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
24
shares
|
$1,723
0.0% of portfolio
|
Q2 2025
Reduced 65.22%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
23
shares
|
$1,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23
shares
|
$1,652
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
23
shares
|
$1,652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
22
shares
|
$1,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$1,436
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
19
shares
|
$1,364
0.0% of portfolio
|
Q1 2025
Reduced 90.36%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
19
shares
|
$1,364
0.0% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$1,292
0.0% of portfolio
|
Q3 2023
Added 5.88%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
18
shares
|
$1,292
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
14
shares
|
$1,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
14
shares
|
$1,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
14
shares
|
$1,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13
shares
|
$933
0.0% of portfolio
|
Q2 2025
Added 62.5%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
12
shares
|
$861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
12
shares
|
$861
0.0% of portfolio
|
Q2 2025
Added 71.43%
|