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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
167
shares
|
$11,102
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
160
shares
|
$10,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
154
shares
|
$10,237
0.0% of portfolio
|
Q4 2019
Added 401.82%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
147
shares
|
$9,772
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
145
shares
|
$9,639
0.0% of portfolio
|
Q4 2024
Reduced 85.6%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
141
shares
|
$9,373
0.0% of portfolio
|
Q4 2024
Added 101.43%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
141
shares
|
$9,373
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
135
shares
|
$8,974
0.0% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
129
shares
|
$8,575
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
128
shares
|
$8,509
0.0% of portfolio
|
Q3 2024
Added 37.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
126
shares
|
$8,376
0.0% of portfolio
|
Q1 2024
Added 4.13%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
121
shares
|
$8,044
0.0% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
121
shares
|
$8,044
0.0% of portfolio
|
Q2 2024
Added 23.47%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
120
shares
|
$7,977
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
117
shares
|
$7,778
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
100
shares
|
$6,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
92
shares
|
$6,116
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
87
shares
|
$5,783
0.0% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
78
shares
|
$5,185
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
73
shares
|
$4,853
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
69
shares
|
$4,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
66
shares
|
$4,387
0.0% of portfolio
|
Q3 2023
Reduced 45.45%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
66
shares
|
$4,387
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
65
shares
|
$4,321
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
61
shares
|
$4,055
0.0% of portfolio
|
Q2 2024
Added 281.25%
|