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Disclosery

CMS CMS ENERGY CORP

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Stock (common), issuer CIK 811156

699 managers (718 13F filers) reported a position in CMS shares at 2024-12-31, 284,330,407 shares in all. 65 filers opened a position and 86 filers sold out during the quarter.

Managers
699
13F filers
718
New
65
Added
271
Reduced
231
Sold out
86
Shares held by filers
284,330,407

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Elequin Capital, LP208$13.9K<0.01%-4913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…206$13.7K<0.01%013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC203$13.6K<0.01%+113F-HRTimeline
Transcendent Capital Group LLC200$13.3K0.01%013F-HRTimeline
Rise Advisors, LLC197$13.1K0.01%+213F-HRTimeline
TSFG, LLC200$13K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC174$11.6K<0.01%-10613F-HRTimeline
Beacon Capital Management, LLC168$11.2K<0.01%-1713F-HRTimeline
Holos Integrated Wealth LLC168$11.2K0.01%13F-HRTimeline
Bangor Savings Bank167$11.1K<0.01%new13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.161$10.7K<0.01%13F-HRTimeline
ATWOOD & PALMER INC160$10.7K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.154$10.3K<0.01%013F-HRTimeline
GW&K Investment Management, LLC147$10K<0.01%013F-HRTimeline
DT Investment Partners, LLC145$9.66K<0.01%-86213F-HRTimeline
Fortitude Family Office, LLC141$9.4K<0.01%+7113F-HRTimeline
FPC INVESTMENT ADVISORY, INC.141$9.31K0.01%new13F-HRTimeline
HM PAYSON & CO136$9.07K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC129$8.6K<0.01%+913F-HRTimeline
Center for Financial Planning, Inc.128$8.52K<0.01%013F-HRTimeline
Aspect Partners, LLC126$8.4K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC123$8.2K<0.01%+213F-HR/ATimeline
Sound Income Strategies, LLC121$8.08K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC120$8K<0.01%013F-HRTimeline
HighMark Wealth Management LLC117$7.8K<0.01%-113F-HRTimeline
AlphaQuest LLC117$7.8K<0.01%+10713F-HRTimeline
Whipplewood Advisors, LLC102$6.8K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.94$6.26K0.01%13F-HRTimeline
Rosenberg Matthew Hamilton92$6.13K<0.01%013F-HRTimeline
WASHINGTON TRUST Co87$5.77K<0.01%-413F-HRTimeline
Vermillion & White Wealth Management Gr…78$5.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC75$4.97K<0.01%+1513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC73$4.87K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc70$4.67K<0.01%+2613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD69$4.6K<0.01%013F-HRTimeline
City State Bank65$4.33K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC63$4.2K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC61$4.07K<0.01%+2713F-HRTimeline
Glen Eagle Advisors, LLC61$4.07K<0.01%013F-HRTimeline
BIRCHBROOK, INC.58$3.87K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC55$3.69K<0.01%+513F-HRTimeline
TD Capital Management LLC50$3.36K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC49$3.27K<0.01%+1813F-HRTimeline
Mowery & Schoenfeld Wealth Management, …48$3.2K0.01%new13F-HRTimeline
Eagle Bay Advisors LLC48$3.17K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.47$3.13K<0.01%13F-HRTimeline
Key Financial Inc46$3.07K<0.01%+3913F-HRTimeline
Glass Jacobson Investment Advisors llc46$3.07K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avion Wealth55$3K<0.01%+1913F-HRTimeline
CENTRAL TRUST Co43$2.87K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.43$2.87K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC42$2.8K<0.01%013F-HRTimeline
Millstone Evans Group, LLC42$2.8K<0.01%13F-HRTimeline
CONQUIS FINANCIAL LLC41$2.73K<0.01%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH39$2.6K<0.01%013F-HRTimeline
Main Street Group, LTD34$2.27K<0.01%013F-HRTimeline
Archer Investment Corp30$2.03K<0.01%013F-HRTimeline
Coston, McIsaac & Partners38$2K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.30$2K<0.01%-113F-HRTimeline
Cassady Schiller Wealth Management, LLC28$1.87K<0.01%new13F-HRTimeline
WealthCollab, LLC27$1.8K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC25$1.67K<0.01%+613F-HRTimeline
Private Wealth Management Group, LLC24$1.6K<0.01%013F-HRTimeline
ESL Trust Services, LLC22$1.47K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC20$1.33K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC18$1.2K<0.01%013F-HRTimeline
True Wealth Design, LLC17$1.13K<0.01%+213F-HRTimeline
Capital A Wealth Management, LLC16$1.07K<0.01%13F-HRTimeline
Clark Wealth Partners16$1.07K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17$1K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.15$1K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC8$1K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…14$934<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.14$933<0.01%13F-HRTimeline
MCF Advisors LLC12$800<0.01%013F-HRTimeline
Valued Wealth Advisors LLC12$800<0.01%013F-HRTimeline
SIERRA OCEAN, LLC10$669<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$667<0.01%013F-HRTimeline
NVWM, LLC10$667<0.01%013F-HRTimeline
Golden State Wealth Management, LLC10$667<0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC10$667<0.01%013F-HRTimeline
WealthTrak Capital Management LLC10$667<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC10$666<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10$666<0.01%+513F-HRTimelineGroup
Orion Capital Management LLC9$600<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC8$533<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8$533<0.01%13F-HRTimeline
WINNACLE WEALTH LLC6$345<0.01%13F-HRTimeline
Riggs Asset Managment Co. Inc.5$334<0.01%013F-HRTimeline
Redwood Park Advisors LLC5$334<0.01%13F-HRTimeline
Financial Management Professionals, Inc.5$333<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC5$333<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.5$333<0.01%13F-HRTimeline
Abound Wealth Management4$258<0.01%new13F-HRTimeline
PSI Advisors, LLC1$67<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$67<0.01%013F-HRTimeline
Financial Life Planners0$24<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC2$00%13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.