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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,776
shares
|
$316,075
0.01% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
4,760
shares
|
$315,016
0.02% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
4,750
shares
|
$314,355
0.05% of portfolio
|
Q1 2022
Reduced 1.04%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
4,745
shares
|
$314,024
0.23% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
4,730
shares
|
$313,031
0.06% of portfolio
|
Q2 2024
Reduced 90.67%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
4,685
shares
|
$310,053
0.12% of portfolio
|
Q3 2022
Added 6.87%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
4,678
shares
|
$309,590
0.15% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,674
shares
|
$309,325
0.02% of portfolio
|
Q3 2024
Reduced 61.61%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,532
shares
|
$299,927
0.01% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
4,520
shares
|
$299,133
0.02% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,517
shares
|
$298,935
0.02% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
4,491
shares
|
$297,214
0.11% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,459
shares
|
$295,096
0.01% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,459
shares
|
$295,096
0.01% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,421
shares
|
$292,581
0.02% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
4,404
shares
|
$291,456
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
4,372
shares
|
$289,338
0.0% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,352
shares
|
$288,015
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
4,327
shares
|
$286,360
0.07% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,321
shares
|
$285,963
0.01% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
4,290
shares
|
$283,912
0.0% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,289
shares
|
$283,846
0.1% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
4,262
shares
|
$282,059
0.0% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,198
shares
|
$277,823
0.13% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
4,179
shares
|
$276,566
0.02% of portfolio
|
Q3 2024
Added 772.44%
|