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 744 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5,931
shares
|
$390,378
0.03% of portfolio
|
Q3 2024
Added 25.15%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,901
shares
|
$388,403
0.08% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
5,866
shares
|
$386,100
0.01% of portfolio
|
Q3 2024
Added 233.48%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
5,725
shares
|
$376,819
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,652
shares
|
$372,014
0.0% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
5,630
shares
|
$370,566
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
5,478
shares
|
$360,561
0.02% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,439
shares
|
$357,994
0.01% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
5,362
shares
|
$352,926
0.03% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
5,316
shares
|
$349,899
0.55% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,307
shares
|
$349,306
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,277
shares
|
$347,332
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
5,247
shares
|
$345,357
0.04% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,175
shares
|
$340,618
0.02% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
5,122
shares
|
$337,130
0.07% of portfolio
|
Q3 2024
Added 21.49%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
5,074
shares
|
$333,970
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
5,051
shares
|
$332,456
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
5,028
shares
|
$330,942
0.01% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
5,000
shares
|
$329,099
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
5,000
shares
|
$329,099
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
5,000
shares
|
$329,099
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,950
shares
|
$325,808
0.02% of portfolio
|
Q3 2024
Reduced 76.17%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,938
shares
|
$325,019
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,925
shares
|
$324,163
0.02% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
4,760
shares
|
$313,303
0.02% of portfolio
|
Q4 2022
New holding
|