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 287 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,113
shares
|
$276,229
0.02% of portfolio
|
Q2 2024
Added 11016.22%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,109
shares
|
$275,960
0.01% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,054
shares
|
$272,266
0.01% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,050
shares
|
$271,998
0.03% of portfolio
|
Q1 2023
Added 26.56%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,000
shares
|
$268,640
0.03% of portfolio
|
Q4 2018
Reduced 11.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,996
shares
|
$268,371
0.0% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
3,895
shares
|
$261,588
0.0% of portfolio
|
Q1 2024
Reduced 64.91%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,886
shares
|
$260,983
0.12% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,838
shares
|
$257,760
0.03% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
3,822
shares
|
$256,685
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
3,776
shares
|
$253,596
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,745
shares
|
$251,514
0.07% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,732
shares
|
$250,641
0.01% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,688
shares
|
$247,686
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
3,682
shares
|
$247,283
0.02% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,630
shares
|
$243,790
0.0% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,627
shares
|
$243,589
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,625
shares
|
$243,455
0.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,619
shares
|
$243,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,605
shares
|
$242,111
0.03% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,567
shares
|
$239,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,556
shares
|
$238,820
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,535
shares
|
$237,410
0.01% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,526
shares
|
$236,806
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
3,518
shares
|
$236,268
0.01% of portfolio
|
Q3 2024
New holding
|