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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
312
shares
|
$20,741
0.0% of portfolio
|
Q4 2024
Added 109.4%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
302
shares
|
$20,076
0.0% of portfolio
|
Q4 2024
Reduced 26.16%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
300
shares
|
$19,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$19,944
0.0% of portfolio
|
Q3 2019
Reduced 33.33%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
300
shares
|
$19,944
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
291
shares
|
$19,345
0.01% of portfolio
|
Q4 2024
Added 219.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
286
shares
|
$19,013
0.0% of portfolio
|
Q2 2024
Added 24.89%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
261
shares
|
$17,351
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
257
shares
|
$17,085
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
254
shares
|
$16,885
0.0% of portfolio
|
Q3 2024
Added 370.37%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
249
shares
|
$16,553
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
241
shares
|
$16,021
0.01% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
222
shares
|
$14,758
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
218
shares
|
$14,492
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
216
shares
|
$14,359
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
213
shares
|
$14,160
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
206
shares
|
$13,694
0.0% of portfolio
|
Q3 2023
Added 7.85%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
203
shares
|
$13,495
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$13,296
0.0% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
200
shares
|
$13,296
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
200
shares
|
$13,296
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
197
shares
|
$13,096
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
179
shares
|
$11,899
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
174
shares
|
$11,567
0.0% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
168
shares
|
$11,168
0.0% of portfolio
|
Q4 2024
Reduced 9.19%
|