CMS · Company research
CMS Energy Corporation (CMS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1405 | 88627 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1405 | 88627 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| MUFG SECURITIES AMERICAS INC. | 867626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9305 | 711833 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191 | 14612 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7676 | 587214 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HENNESSY ADVISORS INC | 1145255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135098 | 10334997 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ZAZOVE ASSOCIATES LLC | 1009012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4545000 | 5079087 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Union Bancaire Privee, UBP SA | 1716607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213000 | 242977 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3804 | 291006 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61683 | 4718750 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Energy Income Partners, LLC | 1388814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 529014 | 40469571 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10360 | 792540 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39229 | 3001088 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67373 | 5154035 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32358 | 2475384 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WESTPAC BANKING CORP | 719245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20744 | 1586916 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2636 | 202 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23750 | 1816875 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18994 | 1453022 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cox Capital Mgt LLC | 1748728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17289 | 1322601 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5025 | 384424 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13320 | 1019180 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6310965 | 482788795 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 872 | 66699 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 765 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 412125 | 31527563 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 230 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mattson Financial Services, LLC | 2034595 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3999 | 297486 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93692 | 7167 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3953 | 302403 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77 | 5891 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 350 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 2984 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3532 | 270198 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119 | 9104 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57477 | 4396893 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Evansbrook LLC | 2069478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4499 | 344174 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 610106 | 46673109 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 46 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Walker Asset Management, LLC | 1923053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2836 | 216979 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 349109 | 26706839 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2620 | 200430 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15753755 | 1205162258 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3526722 | 269797402 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4837123 | 370039910 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 2273 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 311832 | 23855148 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12898 | 986826 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Community Financial Services Group, LLC | 1537319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 1518 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 1301 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6696773 | 512303135 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 840496 | 64297944 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sovereign Financial Group, Inc. | 1846175 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2818 | 215577 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 842180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6279 | 480669 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Gradient Investments LLC | 1542265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4010 | 306765 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Chesley Taft & Associates LLC | 1164632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11995 | 917618 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 348893 | 26690374 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 428 | 32742 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Aventus Investment Advisors, Inc. | 2093055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149 | 11399 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1970 | 150705 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3483 | 266430 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 306 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ICON ADVISERS INC/CO | 1058470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12200 | 933300 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17705946 | 1354504869 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3593 | 274865 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 2 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 572 | 43758 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| SUMITOMO LIFE INSURANCE CO | 937760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10079 | 771044 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1515 | 115898 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 283 | 21650 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Oxler Private Wealth LLC | 1846002 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4503 | 344442 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FIRST FINANCIAL CORP /IN/ | 714562 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1405 | 107483 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 481310 | 36820238 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88306 | 6755409 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2854 | 218331 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17941 | 1372487 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2071170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 620 | 47430 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OSTRUM ASSET MANAGEMENT | 1767945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 980 | 74970 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 869353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24721 | 1891156 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49290 | 3770687 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.