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 744 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,029
shares
|
$68,407
0.01% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$66,480
0.02% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
982
shares
|
$65,283
0.01% of portfolio
|
Q3 2024
Added 25.58%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
976
shares
|
$64,884
0.03% of portfolio
|
Q2 2024
Added 21.09%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
965
shares
|
$64,153
0.0% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
932
shares
|
$61,959
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
884
shares
|
$58,768
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
873
shares
|
$58,037
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
872
shares
|
$57,970
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
819
shares
|
$54,447
0.01% of portfolio
|
Q3 2024
Reduced 75.37%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
815
shares
|
$54,181
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
800
shares
|
$53,184
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
800
shares
|
$53,184
0.0% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
800
shares
|
$53,184
0.0% of portfolio
|
Q2 2023
Reduced 2.79%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
798
shares
|
$53,051
0.02% of portfolio
|
Q3 2024
Added 25.67%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
787
shares
|
$52,319
0.01% of portfolio
|
Q1 2024
Reduced 6.64%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
755
shares
|
$50,192
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
746
shares
|
$49,594
0.02% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
738
shares
|
$49,062
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
712
shares
|
$47,333
0.01% of portfolio
|
Q2 2024
Added 431.34%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
701
shares
|
$46,602
0.03% of portfolio
|
Q3 2024
Added 206.11%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
698
shares
|
$46,403
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
670
shares
|
$44,541
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
664
shares
|
$44,142
0.0% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
653
shares
|
$43,411
0.01% of portfolio
|
Q4 2024
Added 15.78%
|