CMS ENERGY CORP (CMS) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 840
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Virtus Investment Advisers#601 · 2,646 sh | 2,646 | $202.4K | 0.05% | +4.9% |
| 602 | INGALLS & SNYDER#602 · 2,636 sh | 2,636 | $202.0K | <0.01% | 0.0% |
| 603 | Ameritas Investment Partners#603 · 2,634 sh | 2,634 | $201.5K | <0.01% | -3.4% |
| 604 | Hexagon Capital Partners#604 · 2,626 sh | 2,626 | $200.9K | 0.03% | New |
| 605 | PRIVATE NA#605 · 2,585 sh | 2,585 | $197.8K | — | +61.0% |
| 606 | Continuum Advisory#606 · 2,282 sh | 2,282 | $174.6K | 0.01% | New |
| 607 | WHITTIER#607 · 2,034 sh | 2,034 | $155.2K | <0.01% | -75.6% |
| 608 | Colonial / SC#608 · 2,022 sh | 2,022 | $154.7K | 0.02% | -0.8% |
| 609 | Crewe Advisors#609 · 2,010 sh | 2,010 | $153.8K | 0.01% | +5.5% |
| 610 | SUMMIT SECURITIES GROUP#610 · 1,848 sh | 1,848 | $141.4K | 0.01% | +3596.0% |
| 611 | Harborfront Financial Group#611 · 1,740 sh | 1,740 | $133.1K | 0.50% | — |
| 612 | Parkside Financial Bank#612 · 1,644 sh | 1,644 | $125.8K | <0.01% | +104.2% |
| 613 | ACADIAN ASSET MANAGEMENT#613 · 1,551 sh | 1,551 | $118.0K | <0.01% | 0.0% |
| 614 | Pinnacle Wealth Planning Services#614 · 1,515 sh | 1,515 | $115.9K | 0.01% | +0.6% |
| 615 | MeadowBrook Investment Advisors#615 · 1,500 sh | 1,500 | $114.8K | 0.09% | 0.0% |
| 616 | Oakworth Capital#616 · 1,495 sh | 1,495 | $114.4K | — | 0.0% |
| 617 | Caitlin John#617 · 1,468 sh | 1,468 | $112.3K | 0.06% | 0.0% |
| 618 | Manchester Capital Management#618 · 1,463 sh | 1,463 | $111.9K | — | +38.4% |
| 619 | Costello Asset Management#619 · 1,408 sh | 1,408 | $107.7K | 0.03% | 0.0% |
| 620 | FIRST FINANCIAL#620 · 1,405 sh | 1,405 | $107.5K | — | 0.0% |
| 621 | TD PRIVATE CLIENT WEALTH#621 · 1,363 sh | 1,363 | $104.3K | <0.01% | +7.7% |
| 622 | FWL INVESTMENT MANAGEMENT#622 · 1,350 sh | 1,350 | $103.3K | 0.02% | 0.0% |
| 623 | SJS Investment Consulting#623 · 1,303 sh | 1,303 | $99.7K | — | +74.2% |
| 624 | SIMPLEX TRADING#624 · 1,285 sh | 1,285 | $98.3K | <0.01% | +16.4% |
| 625 | CVA Family Office#625 · 1,243 sh | 1,243 | $95.1K | <0.01% | -17.4% |
| 626 | Spire Wealth Management#626 · 1,196 sh | 1,196 | $91.5K | <0.01% | -0.7% |
| 627 | Quent Capital#627 · 1,185 sh | 1,185 | $90.6K | <0.01% | +20.7% |
| 628 | Bruce G. Allen Investments#628 · 1,177 sh | 1,177 | $90.0K | 0.06% | -9.7% |
| 629 | ALLIANZ SE#629 · 1,140 sh | 1,140 | $87.2K | <0.01% | New |
| 630 | Cranbrook Wealth Management#630 · 1,113 sh | 1,113 | $85.1K | 0.02% | 0.0% |
| 631 | RHL GROUP#631 · 1,098 sh | 1,098 | $84.5K | 0.07% | +0.7% |
| 632 | MONTAG A & ASSOCIATES#632 · 1,100 sh | 1,100 | $84.2K | <0.01% | 0.0% |
| 633 | Caldwell#633 · 1,087 sh | 1,087 | $83.2K | <0.01% | 0.0% |
| 634 | Grove Bank#634 · 1,072 sh | 1,072 | $82.0K | — | 0.0% |
| 635 | OSTRUM ASSET MANAGEMENT#635 · 980 sh | 980 | $75.0K | <0.01% | 0.0% |
| 636 | IFP Advisors#636 · 976 sh | 976 | $74.7K | — | +12.2% |
| 637 | Cromwell#637 · 970 sh | 970 | $74.2K | 0.03% | +2.9% |
| 638 | Bernard Wealth Management#638 · 962 sh | 962 | $73.6K | 0.03% | 0.0% |
| 639 | CALDWELL SUTTER CAPITAL#639 · 895 sh | 895 | $68.5K | 0.03% | -5.8% |
| 640 | UMB Bank, n.a.#640 · 875 sh | 875 | $66.9K | <0.01% | +10.9% |
| 641 | IFG Advisory#641 · 872 sh | 872 | $66.7K | <0.01% | New |
| 642 | ONEFUND#642 · 843 sh | 843 | $64.5K | 0.04% | +0.7% |
| 643 | SALEM INVESTMENT COUNSELORS#643 · 810 sh | 810 | $62.0K | — | 0.0% |
| 644 | Leonteq Securities AG#644 · 805 sh | 805 | $61.6K | <0.01% | New |
| 645 | Robbins Farley#645 · 800 sh | 800 | $61.2K | — | 0.0% |
| 646 | Dixon Mitchell Investment Counsel#646 · 795 sh | 795 | $60.8K | <0.01% | -33.4% |
| 647 | Deseret Mutual Benefit Administrators#647 · 764 sh | 764 | $58.4K | 0.02% | 0.0% |
| 648 | ACTION POINT FINANCIAL PLANNING#648 · 700 sh | 700 | $53.2K | <0.01% | New |
| 649 | First Command Advisory Services#649 · 2,270 sh | 2,270 | $52.7K | <0.01% | +175.5% |
| 650 | Optiver Holding B.V.#650 · 685 sh | 685 | $52.4K | 0.00% | -38.3% |
| 651 | RICHARDSON FINANCIAL SERVICES#651 · 660 sh | 660 | $50.5K | 0.03% | 0.0% |
| 652 | Bayforest Capital Ltd#652 · 644 sh | 644 | $49.3K | 0.05% | New |
| 653 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#653 · 620 sh | 620 | $47.4K | 0.01% | +67.6% |
| 654 | Covestor Ltd#654 · 588 sh | 588 | $45.0K | 0.03% | +260.7% |
| 655 | Physician Wealth Advisors#655 · 574 sh | 574 | $43.9K | — | +3.8% |
| 656 | Buck Wealth Strategies#656 · 558 sh | 558 | $42.7K | <0.01% | New |
| 657 | MARK SHEPTOFF FINANCIAL PLANNING#657 · 539 sh | 539 | $41.2K | 0.02% | 0.0% |
| 658 | Cassaday & Wealth Management#658 · 526 sh | 526 | $40.2K | <0.01% | 0.0% |
| 659 | True Wealth Design#659 · 526 sh | 526 | $40.2K | — | +324.2% |
| 660 | NBC SECURITIES#660 · 7,420 sh | 7,420 | $39.9K | — | +1534.4% |
| 661 | Dorato Capital Management#661 · 525 sh | 525 | $39.6K | — | 0.0% |
| 662 | Quest 10 Wealth Builders#662 · 470 sh | 470 | $36.0K | 0.03% | +1.5% |
| 663 | Ares Financial Consulting#663 · 453 sh | 453 | $34.7K | — | 0.0% |
| 664 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#664 · 451 sh | 451 | $34.5K | <0.01% | New |
| 665 | MidFirst Bank#665 · 438 sh | 438 | $33.5K | <0.01% | 0.0% |
| 666 | FIRST HORIZON NATIONAL#666 · 436 sh | 436 | $33.4K | — | +13.2% |
| 667 | BankPlus Department#667 · 430 sh | 430 | $32.9K | <0.01% | 0.0% |
| 668 | OF VERMONT#668 · 427 sh | 427 | $32.7K | — | — |
| 669 | Harel Insurance Investments & Financial Services Ltd.#669 · 417 sh | 417 | $32.0K | <0.01% | -67.3% |
| 670 | CNB Bank#670 · 413 sh | 413 | $31.6K | 0.01% | 0.0% |
| 671 | ST GERMAIN D J#671 · 413 sh | 413 | $31.6K | <0.01% | 0.0% |
| 672 | Heritage Wealth Advisors#672 · 400 sh | 400 | $30.6K | <0.01% | -59.0% |
| 673 | Silver Grove Financial Group#673 · 391 sh | 391 | $29.9K | 0.02% | New |
| 674 | Front Row Advisors#674 · 420 sh | 420 | $29.2K | <0.01% | 0.0% |
| 675 | Owl Creek Wealth Partners#675 · 371 sh | 371 | $28.4K | — | +4.2% |
| 676 | HM PAYSON#676 · 356 sh | 356 | $27.2K | <0.01% | 0.0% |
| 677 | Kilter Group#677 · 341 sh | 341 | $26.1K | <0.01% | +711.9% |
| 678 | MV CAPITAL MANAGEMENT#678 · 326 sh | 326 | $24.9K | <0.01% | +2.2% |
| 679 | James T. Borello RIA#679 · 308 sh | 308 | $23.6K | — | +1183.3% |
| 680 | JNBA Financial Advisors#680 · 300 sh | 300 | $22.9K | <0.01% | 0.0% |
| 681 | Hilltop National Bank#681 · 300 sh | 300 | $22.9K | — | 0.0% |
| 682 | Rossby Financial, LCC#682 · 284 sh | 284 | $21.7K | <0.01% | +16.4% |
| 683 | HARBOR INVESTMENT ADVISORY#683 · 283 sh | 283 | $21.6K | — | 0.0% |
| 684 | Salomon & Ludwin#684 · 263 sh | 263 | $20.0K | <0.01% | -6.4% |
| 685 | WHITTIER OF NEVADA#685 · 257 sh | 257 | $19.8K | <0.01% | -91.6% |
| 686 | ALBION FINANCIAL GROUP#686 · 255 sh | 255 | $19.5K | — | New |
| 687 | E Fund Management (Hong Kong) , Ltd.#687 · 246 sh | 246 | $18.8K | <0.01% | 0.0% |
| 688 | Nemes Rush Group#688 · 244 sh | 244 | $18.7K | <0.01% | 0.0% |
| 689 | PROSPERITY BANCSHARES#689 · 242 sh | 242 | $18.5K | 0.01% | +5.2% |
| 690 | Westside Investment Management#690 · 242 sh | 242 | $18.5K | <0.01% | -5.5% |
| 691 | Basecamp Wealth Advisors#691 · 221 sh | 221 | $16.9K | <0.01% | 0.0% |
| 692 | Centerpoint Advisors#692 · 203 sh | 203 | $16.0K | <0.01% | 0.0% |
| 693 | FARMERS & MERCHANTS INVESTMENTS#693 · 206 sh | 206 | $15.8K | — | 0.0% |
| 694 | EASTERN BANK#694 · 200 sh | 200 | $15.3K | — | 0.0% |
| 695 | TSFG#695 · 200 sh | 200 | $15.0K | — | 0.0% |
| 696 | Fortitude Family Office#696 · 195 sh | 195 | $14.9K | — | +2.1% |
| 697 | LRI Investments#697 · 191 sh | 191 | $14.6K | <0.01% | +8.5% |
| 698 | Keating Financial Advisory Services#698 · 191 sh | 191 | $14.6K | <0.01% | +55.3% |
| 699 | GW&K Investment Management#699 · 185 sh | 185 | $14.0K | <0.01% | +1.6% |
| 700 | Clearstead#700 · 173 sh | 173 | $13.2K | <0.01% | 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.