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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,308
shares
|
$318,533
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
4,278
shares
|
$316,315
0.0% of portfolio
|
Q4 2025
Added 32.53%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
4,278
shares
|
$316,315
0.19% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
4,266
shares
|
$315,428
0.03% of portfolio
|
Q3 2025
Reduced 23.79%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,198
shares
|
$310,400
0.13% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
4,178
shares
|
$308,921
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
4,130
shares
|
$305,372
0.09% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
4,122
shares
|
$304,780
0.01% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
4,100
shares
|
$303,154
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
4,050
shares
|
$299,457
0.02% of portfolio
|
Q1 2023
Added 26.56%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
4,039
shares
|
$298,643
0.0% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
4,010
shares
|
$296,499
0.01% of portfolio
|
Q4 2025
Reduced 4.27%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,000
shares
|
$295,760
0.03% of portfolio
|
Q4 2018
Reduced 11.11%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,965
shares
|
$293,172
0.0% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
3,913
shares
|
$289,327
0.0% of portfolio
|
Q1 2025
Reduced 77.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,865
shares
|
$285,778
0.03% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
3,834
shares
|
$283,485
0.01% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
3,766
shares
|
$278,458
0.09% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,745
shares
|
$276,905
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,745
shares
|
$276,905
0.1% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,660
shares
|
$270,620
0.01% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,607
shares
|
$266,701
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
3,600
shares
|
$266,184
0.0% of portfolio
|
Q3 2025
Reduced 98.5%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
3,566
shares
|
$263,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
3,546
shares
|
$262,191
0.05% of portfolio
|
Q3 2025
Reduced 0.98%
|
|