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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
3,515
shares
|
$236,067
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,513
shares
|
$235,933
0.01% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
3,508
shares
|
$235,597
0.06% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
3,506
shares
|
$235,462
0.1% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,473
shares
|
$233,246
0.01% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
3,449
shares
|
$231,634
0.07% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
3,445
shares
|
$231,366
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
3,411
shares
|
$229,082
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
3,400
shares
|
$228,344
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
3,393
shares
|
$227,873
0.12% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,391
shares
|
$227,739
0.02% of portfolio
|
Q3 2022
Added 5.44%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,381
shares
|
$227,067
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
3,378
shares
|
$226,866
0.02% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,297
shares
|
$221,426
0.0% of portfolio
|
Q3 2024
Reduced 77.03%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
3,296
shares
|
$221,359
0.08% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
3,229
shares
|
$216,859
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,181
shares
|
$213,635
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,124
shares
|
$209,807
0.01% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
3,121
shares
|
$209,606
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
3,084
shares
|
$207,121
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,077
shares
|
$206,651
0.03% of portfolio
|
Q3 2024
Added 32.06%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,052
shares
|
$204,972
0.02% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,039
shares
|
$204,099
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,026
shares
|
$203,226
0.01% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
3,017
shares
|
$202,621
0.01% of portfolio
|
Q3 2024
New holding
|