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 745 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,320
shares
|
$682,977
0.1% of portfolio
|
Q3 2024
Added 61.68%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,014
shares
|
$662,726
0.01% of portfolio
|
Q3 2024
Added 28.55%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
9,992
shares
|
$661,270
0.02% of portfolio
|
Q3 2024
Added 47.11%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
9,958
shares
|
$659,020
0.27% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
9,931
shares
|
$657,233
0.04% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,869
shares
|
$653,130
0.02% of portfolio
|
Q3 2023
Reduced 10.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,737
shares
|
$644,394
0.01% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
9,566
shares
|
$633,077
0.2% of portfolio
|
Q4 2024
Added 52.88%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
9,532
shares
|
$630,827
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
9,520
shares
|
$630,033
0.02% of portfolio
|
Q2 2024
Added 9.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
9,479
shares
|
$627,320
0.0% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
9,467
shares
|
$626,526
0.02% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
9,420
shares
|
$623,415
0.06% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,313
shares
|
$616,334
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
9,311
shares
|
$616,201
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
9,226
shares
|
$610,576
0.04% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
9,176
shares
|
$607,267
0.12% of portfolio
|
Q4 2022
Reduced 9.79%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
9,054
shares
|
$599,193
0.01% of portfolio
|
Q4 2024
Reduced 27.85%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
9,010
shares
|
$596,281
0.0% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
9,004
shares
|
$595,884
0.02% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
9,002
shares
|
$595,752
0.06% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$595,620
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,880
shares
|
$587,678
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
8,810
shares
|
$583,045
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,690
shares
|
$575,104
0.07% of portfolio
|
Q3 2022
Reduced 0.36%
|