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 858 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
121
shares
|
$8,946
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
120
shares
|
$8,872
0.0% of portfolio
|
Q4 2025
Reduced 4.76%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
109
shares
|
$8,059
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
105
shares
|
$7,763
0.0% of portfolio
|
Q3 2025
Reduced 67.89%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
104
shares
|
$7,689
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
103
shares
|
$7,615
0.0% of portfolio
|
Q2 2025
Reduced 88.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
100
shares
|
$7,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
99
shares
|
$7,320
0.0% of portfolio
|
Q4 2025
Added 15.12%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
95
shares
|
$7,024
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
92
shares
|
$6,802
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
91
shares
|
$6,728
0.0% of portfolio
|
Q2 2025
Reduced 68.73%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
87
shares
|
$6,432
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
84
shares
|
$6,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
77
shares
|
$5,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
77
shares
|
$5,693
0.0% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
75
shares
|
$5,545
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
74
shares
|
$5,471
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
73
shares
|
$5,397
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
73
shares
|
$5,397
0.0% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
66
shares
|
$4,880
0.0% of portfolio
|
Q3 2023
Reduced 45.45%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
66
shares
|
$4,880
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
66
shares
|
$4,880
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
65
shares
|
$4,806
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
64
shares
|
$4,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
63
shares
|
$4,658
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|