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 858 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 |
|---|---|---|---|---|---|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
5,000
shares
|
$369,700
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$369,700
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
4,977
shares
|
$367,999
0.01% of portfolio
|
Q4 2025
Added 2.26%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,962
shares
|
$366,890
0.03% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
4,930
shares
|
$364,524
0.05% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
4,911
shares
|
$363,119
0.01% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
4,862
shares
|
$359,496
0.01% of portfolio
|
Q3 2025
Reduced 40.15%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,838
shares
|
$357,721
0.0% of portfolio
|
Q3 2025
Added 30.47%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,818
shares
|
$356,242
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
4,799
shares
|
$354,838
0.0% of portfolio
|
Q4 2025
Added 10.75%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
4,750
shares
|
$351,215
0.07% of portfolio
|
Q1 2022
Reduced 1.04%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
4,685
shares
|
$346,408
0.12% of portfolio
|
Q3 2022
Added 6.87%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,683
shares
|
$346,261
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
4,663
shares
|
$344,782
0.06% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,659
shares
|
$344,486
0.0% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,570
shares
|
$337,905
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
4,515
shares
|
$333,839
0.01% of portfolio
|
Q4 2025
Reduced 36.88%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
4,508
shares
|
$333,321
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
4,460
shares
|
$329,772
0.04% of portfolio
|
Q4 2025
Reduced 7.49%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
4,453
shares
|
$329,254
0.11% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
4,404
shares
|
$325,631
0.05% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,348
shares
|
$321,491
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 23, 2026 Q4 2025 |
4,345
shares
|
$321,269
0.2% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,343
shares
|
$321,121
0.0% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
4,340
shares
|
$320,899
0.01% of portfolio
|
Q3 2025
New holding
|
|