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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
30
shares
|
$2,218
0.0% of portfolio
|
Q2 2025
Reduced 97.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
29
shares
|
$2,144
0.0% of portfolio
|
Q3 2025
Added 61.11%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
29
shares
|
$2,144
0.0% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
29
shares
|
$2,144
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
28
shares
|
$2,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
27
shares
|
$1,996
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
25
shares
|
$1,848
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
25
shares
|
$1,848
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
24
shares
|
$1,774
0.0% of portfolio
|
Q2 2025
Reduced 65.22%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
23
shares
|
$1,700
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$1,478
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
20
shares
|
$1,478
0.0% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
19
shares
|
$1,404
0.0% of portfolio
|
Q3 2025
Added 35.71%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
19
shares
|
$1,404
0.0% of portfolio
|
Q1 2025
Reduced 90.36%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
19
shares
|
$1,404
0.0% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$1,330
0.0% of portfolio
|
Q3 2023
Added 5.88%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
18
shares
|
$1,330
0.0% of portfolio
|
Q3 2025
Reduced 88.61%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
17
shares
|
$1,256
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
17
shares
|
$1,256
0.0% of portfolio
|
Q3 2025
Added 41.67%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
17
shares
|
$1,256
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
16
shares
|
$1,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
15
shares
|
$1,109
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
14
shares
|
$1,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
14
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
14
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
New holding
|
|