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 765 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 $21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,165
shares
|
$157,547
0.0% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,070
shares
|
$150,633
0.0% of portfolio
|
Q1 2024
Reduced 16.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,006
shares
|
$145,976
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,963
shares
|
$142,847
0.01% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,956
shares
|
$142,338
0.0% of portfolio
|
Q4 2024
Added 33.42%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$138,626
0.02% of portfolio
|
Q2 2024
Reduced 7.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,791
shares
|
$130,331
0.01% of portfolio
|
Q4 2024
Reduced 20.58%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
1,789
shares
|
$130,185
0.0% of portfolio
|
Q4 2024
Reduced 97.71%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,685
shares
|
$122,617
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,648
shares
|
$119,924
0.01% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,634
shares
|
$118,906
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
1,631
shares
|
$118,687
0.04% of portfolio
|
Q4 2024
Added 811.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,603
shares
|
$116,650
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,574
shares
|
$114,539
0.01% of portfolio
|
Q4 2022
Reduced 11.37%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,569
shares
|
$114,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,551
shares
|
$112,866
0.0% of portfolio
|
Q3 2024
Reduced 94.88%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
1,500
shares
|
$109,155
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$109,155
0.08% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$109,155
0.04% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,495
shares
|
$108,791
0.01% of portfolio
|
Q1 2021
Reduced 3.73%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,480
shares
|
$107,699
0.05% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,468
shares
|
$106,826
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
1,408
shares
|
$102,460
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,404
shares
|
$102,169
0.0% of portfolio
|
Q4 2024
Added 129.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,352
shares
|
$98,385
0.01% of portfolio
|
Q4 2024
Reduced 43.99%
|