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 |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
117
shares
|
$8,514
0.0% of portfolio
|
Q4 2024
Added 1070.0%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
117
shares
|
$8,514
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
102
shares
|
$7,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
94
shares
|
$6,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
92
shares
|
$6,694
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
87
shares
|
$6,330
0.0% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
78
shares
|
$5,676
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
75
shares
|
$5,457
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
73
shares
|
$5,312
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
70
shares
|
$5,093
0.0% of portfolio
|
Q4 2024
Added 59.09%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
69
shares
|
$5,021
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
66
shares
|
$4,802
0.0% of portfolio
|
Q3 2023
Reduced 45.45%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
66
shares
|
$4,802
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
65
shares
|
$4,730
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
63
shares
|
$4,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
61
shares
|
$4,438
0.0% of portfolio
|
Q2 2024
Added 281.25%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
55
shares
|
$4,002
0.0% of portfolio
|
Q4 2024
Added 52.78%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
55
shares
|
$4,002
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
50
shares
|
$3,638
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
50
shares
|
$3,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
49
shares
|
$3,565
0.0% of portfolio
|
Q4 2024
Added 58.06%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
48
shares
|
$3,492
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
48
shares
|
$3,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
47
shares
|
$3,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
46
shares
|
$3,347
0.0% of portfolio
|
Q4 2024
Added 557.14%
|