CMS ENERGY CORP (CMS) — Institutional Holders, Q2 2026 (page 6)
840 institutional investment managers reported a CMS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $24.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CMS 13F holders ranked 501–600 of 840
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Allworth Financial#501 · 4,453 sh | 4,453 | $340.7K | <0.01% | +20.8% |
| 502 | EverSource Wealth Advisors#502 · 4,422 sh | 4,422 | $338.3K | 0.01% | +146.4% |
| 503 | of the South#503 · 4,404 sh | 4,404 | $336.9K | — | 0.0% |
| 504 | Moors & Cabot#504 · 4,393 sh | 4,393 | $336.1K | 0.01% | New |
| 505 | Pinnacle Wealth Management Group#505 · 4,345 sh | 4,345 | $332.4K | — | 0.0% |
| 506 | Edgestream Partners, L.P.#506 · 4,299 sh | 4,299 | $328.9K | <0.01% | New |
| 507 | Carrera Capital Advisors#507 · 4,273 sh | 4,273 | $326.9K | 0.05% | -0.5% |
| 508 | Sowell Financial Services#508 · 4,215 sh | 4,215 | $322.4K | — | -12.9% |
| 509 | Rehmann Capital Advisory Group#509 · 4,148 sh | 4,148 | $317.4K | 0.01% | -12.9% |
| 510 | Ellevest#510 · 4,134 sh | 4,134 | $316.3K | 0.04% | New |
| 511 | Baker Avenue Asset Management#511 · 4,123 sh | 4,123 | $315.4K | <0.01% | New |
| 512 | Clearstead Advisors#512 · 4,123 sh | 4,123 | $315.4K | <0.01% | +82.7% |
| 513 | Diversify Advisory Services#513 · 4,215 sh | 4,215 | $313.0K | — | New |
| 514 | DIVERSIFY WEALTH MANAGEMENT#514 · 4,215 sh | 4,215 | $313.0K | — | +28.4% |
| 515 | AlphaCore Capital#515 · 4,086 sh | 4,086 | $312.5K | <0.01% | New |
| 516 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#516 · 4,077 sh | 4,077 | $311.9K | 0.02% | -3.0% |
| 517 | Capital Investment Advisors#517 · 4,014 sh | 4,014 | $307.1K | — | +1.0% |
| 518 | Gradient Investments#518 · 4,010 sh | 4,010 | $306.8K | — | 0.0% |
| 519 | Aprio Wealth Management#519 · 3,948 sh | 3,948 | $302.0K | 0.01% | +13.2% |
| 520 | Oslo Pensjonsforsikring AS#520 · 3,918 sh | 3,918 | $299.7K | — | +36.0% |
| 521 | Cresset Asset Management#521 · 3,906 sh | 3,906 | $298.8K | <0.01% | +3.6% |
| 522 | EntryPoint Capital#522 · 3,893 sh | 3,893 | $297.8K | 0.07% | -69.3% |
| 523 | Mattson Financial Services#523 · 3,999 sh | 3,999 | $297.5K | 0.06% | 0.0% |
| 524 | CX Institutional#524 · 3,884 sh | 3,884 | $297.0K | — | -7.7% |
| 525 | Ronald Blue#525 · 3,845 sh | 3,845 | $294.1K | — | -21.6% |
| 526 | CoreCap Advisors#526 · 3,838 sh | 3,838 | $293.6K | — | +38.6% |
| 527 | STEVENS CAPITAL MANAGEMENT#527 · 3,815 sh | 3,815 | $292.0K | 0.07% | New |
| 528 | OF TOLEDO NA#528 · 3,804 sh | 3,804 | $291.0K | — | +7.5% |
| 529 | Aventura Private Wealth#529 · 3,766 sh | 3,766 | $288.1K | 0.09% | 0.0% |
| 530 | Perigon Wealth Management#530 · 3,720 sh | 3,720 | $284.6K | — | +20.2% |
| 531 | DAYMARK WEALTH PARTNERS#531 · 3,658 sh | 3,658 | $279.9K | <0.01% | +6.0% |
| 532 | KESTRA PRIVATE WEALTH SERVICES#532 · 3,657 sh | 3,657 | $279.8K | <0.01% | -20.4% |
| 533 | Henrickson Nauta Wealth Advisors#533 · 3,644 sh | 3,644 | $278.8K | 0.07% | +9.5% |
| 534 | TRANSCEND WEALTH COLLECTIVE#534 · 3,633 sh | 3,633 | $277.9K | 0.02% | +21.1% |
| 535 | Evercore Wealth Management#535 · 3,600 sh | 3,600 | $275.4K | <0.01% | New |
| 536 | Parallel Advisors#536 · 3,595 sh | 3,595 | $275.1K | <0.01% | -12.3% |
| 537 | MassMutual Private Wealth & , FSB#537 · 3,593 sh | 3,593 | $274.9K | — | -0.6% |
| 538 | BRIGHTON JONES#538 · 3,571 sh | 3,571 | $273.2K | <0.01% | +34.8% |
| 539 | Kingsview Wealth Management#539 · 3,537 sh | 3,537 | $270.6K | <0.01% | New |
| 540 | TEMA ETFS#540 · 3,532 sh | 3,532 | $270.2K | — | +8.9% |
| 541 | TOBAM#541 · 3,520 sh | 3,520 | $269.0K | 0.07% | -55.4% |
| 542 | Pointe Capital Management#542 · 3,515 sh | 3,515 | $268.9K | 0.12% | 0.0% |
| 543 | JOHNSON INVESTMENT COUNSEL#543 · 3,510 sh | 3,510 | $268.5K | <0.01% | -0.5% |
| 544 | VestGen Advisors#544 · 3,483 sh | 3,483 | $266.4K | <0.01% | +7.0% |
| 545 | NORDEN GROUP#545 · 3,470 sh | 3,470 | $265.5K | — | -11.1% |
| 546 | COMMERZBANK AKTIENGESELLSCHAFT#546 · 3,450 sh | 3,450 | $264.0K | <0.01% | 0.0% |
| 547 | Financial Strategies Group#547 · 3,614 sh | 3,614 | $262.0K | 0.04% | +0.7% |
| 548 | MGO ONE SEVEN#548 · 3,417 sh | 3,417 | $261.4K | <0.01% | +15.5% |
| 549 | VeraBank, N.A.#549 · 3,400 sh | 3,400 | $260.1K | 0.04% | 0.0% |
| 550 | Stiles Financial Services#550 · 3,396 sh | 3,396 | $259.8K | 0.07% | 0.0% |
| 551 | Advisory Services Network#551 · 3,388 sh | 3,388 | $259.2K | <0.01% | +15.7% |
| 552 | GSA CAPITAL PARTNERS LLP#552 · 3,388 sh | 3,388 | $259.0K | 0.02% | New |
| 553 | Banco Santander, S.A.#553 · 3,358 sh | 3,358 | $256.9K | <0.01% | New |
| 554 | Vontobel Holding Ltd.#554 · 3,315 sh | 3,315 | $253.6K | — | +6.2% |
| 555 | SUMMITRY#555 · 3,303 sh | 3,303 | $252.7K | <0.01% | New |
| 556 | Essex Savings Bank#556 · 3,269 sh | 3,269 | $250.1K | — | 0.0% |
| 557 | LVW Advisors#557 · 3,244 sh | 3,244 | $248.2K | — | -0.1% |
| 558 | Quarry#558 · 3,231 sh | 3,231 | $247.2K | 0.02% | -12.3% |
| 559 | TD Waterhouse Canada#559 · 3,227 sh | 3,227 | $245.0K | — | -84.2% |
| 560 | Marex Group plc#560 · 3,182 sh | 3,182 | $243.4K | <0.01% | New |
| 561 | Gen-Wealth Partners#561 · 3,179 sh | 3,179 | $243.2K | 0.07% | 0.0% |
| 562 | Union Bancaire Privee, UBP SA#562 · 213,000 sh | 213,000 | $243.0K | <0.01% | 0.0% |
| 563 | Checchi Capital Advisers#563 · 3,155 sh | 3,155 | $241.4K | 0.01% | +12.8% |
| 564 | Bollard Group#564 · 3,156 sh | 3,156 | $241.0K | <0.01% | 0.0% |
| 565 | SAGESPRING WEALTH PARTNERS#565 · 3,135 sh | 3,135 | $239.8K | — | New |
| 566 | CHICAGO NA#566 · 3,100 sh | 3,100 | $237.2K | 0.03% | 0.0% |
| 567 | Waverly Advisors#567 · 3,096 sh | 3,096 | $236.8K | <0.01% | -11.2% |
| 568 | Horizon Investment Services#568 · 3,089 sh | 3,089 | $236.3K | 0.07% | +6.2% |
| 569 | WELCH & FORBES#569 · 3,054 sh | 3,054 | $233.6K | <0.01% | New |
| 570 | Journey Advisory Group#570 · 3,050 sh | 3,050 | $233.3K | 0.02% | 0.0% |
| 571 | Bull Harbor Capital#571 · 3,031 sh | 3,031 | $231.9K | 0.05% | New |
| 572 | Spartan Wealth Advisory Services#572 · 3,024 sh | 3,024 | $231.3K | 0.02% | -0.4% |
| 573 | DV Trading#573 · 3,000 sh | 3,000 | $229.5K | <0.01% | +7.1% |
| 574 | SkyOak Wealth#574 · 3,000 sh | 3,000 | $229.5K | 0.04% | 0.0% |
| 575 | Longboard Asset Management#575 · 2,982 sh | 2,982 | $228.1K | — | 0.0% |
| 576 | Jump Financial#576 · 2,958 sh | 2,958 | $226.3K | <0.01% | -31.7% |
| 577 | OneDigital Investment Advisors#577 · 2,951 sh | 2,951 | $225.8K | <0.01% | +5.5% |
| 578 | BRADLEY FOSTER & SARGENT#578 · 2,950 sh | 2,950 | $225.7K | <0.01% | 0.0% |
| 579 | WEST MICHIGAN ADVISORS#579 · 2,893 sh | 2,893 | $224.4K | 0.05% | 0.0% |
| 580 | Secure Asset Management#580 · 2,906 sh | 2,906 | $222.3K | — | New |
| 581 | CIGNA INVESTMENTS#581 · 2,890 sh | 2,890 | $221.0K | — | +4.7% |
| 582 | Savvy Advisors#582 · 2,854 sh | 2,854 | $218.3K | <0.01% | New |
| 583 | Walker Asset Management#583 · 2,836 sh | 2,836 | $217.0K | — | +0.8% |
| 584 | Midwest#584 · 2,826 sh | 2,826 | $216.2K | — | 0.0% |
| 585 | Ashton Thomas Private Wealth#585 · 2,824 sh | 2,824 | $216.0K | <0.01% | New |
| 586 | 71 West Capital Partners#586 · 2,823 sh | 2,823 | $216.0K | <0.01% | New |
| 587 | Sovereign Financial Group#587 · 2,818 sh | 2,818 | $215.6K | 0.03% | -0.2% |
| 588 | Stonebrook Private#588 · 2,765 sh | 2,765 | $211.5K | 0.04% | New |
| 589 | Larson Financial Group#589 · 2,759 sh | 2,759 | $211.1K | <0.01% | +36.0% |
| 590 | Dorsey & Whitney#590 · 2,758 sh | 2,758 | $211.0K | 0.01% | +0.3% |
| 591 | Pallas Capital Advisors#591 · 2,758 sh | 2,758 | $211.0K | <0.01% | -0.5% |
| 592 | STOCK YARDS BANK#592 · 2,752 sh | 2,752 | $210.5K | <0.01% | -2.0% |
| 593 | Prosperity Financial Group#593 · 2,712 sh | 2,712 | $207.5K | 0.06% | -2.9% |
| 594 | West Family Investments#594 · 2,707 sh | 2,707 | $207.1K | 0.06% | New |
| 595 | BARNES PETTEY FINANCIAL ADVISORS#595 · 2,700 sh | 2,700 | $206.6K | 0.06% | 0.0% |
| 596 | Versant Capital Management#596 · 2,680 sh | 2,680 | $205.0K | — | +19.4% |
| 597 | HARBOUR INVESTMENTS#597 · 2,674 sh | 2,674 | $204.6K | <0.01% | -36.5% |
| 598 | Miller Financial Services#598 · 2,668 sh | 2,668 | $204.1K | — | New |
| 599 | NorthCrest Asset Manangement#599 · 2,714 sh | 2,714 | $203.5K | — | New |
| 600 | EVERGREEN CAPITAL MANAGEMENT#600 · 2,648 sh | 2,648 | $202.6K | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.