CMS ENERGY CORP (CMS) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 840
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | First Pacific Financial#701 · 170 sh | 170 | $13.0K | — | -4.0% |
| 702 | WEST PACES ADVISORS#702 · 170 sh | 170 | $13.0K | — | New |
| 703 | Holos Integrated Wealth#703 · 168 sh | 168 | $12.9K | — | 0.0% |
| 704 | Bangor Savings Bank#704 · 168 sh | 168 | $12.9K | — | 0.0% |
| 705 | ATWOOD & PALMER#705 · 160 sh | 160 | $12.2K | — | 0.0% |
| 706 | Essential Partners#706 · 160 sh | 160 | $12.2K | — | +77.8% |
| 707 | Union Bankshares#707 · 158 sh | 158 | $12.1K | <0.01% | -2.5% |
| 708 | Avion Wealth#708 · 163 sh | 163 | $12.0K | <0.01% | +53.8% |
| 709 | Aventus Investment Advisors#709 · 149 sh | 149 | $11.4K | — | New |
| 710 | Ritter Daniher Financial Advisory / DE#710 · 147 sh | 147 | $11.2K | <0.01% | 0.0% |
| 711 | Caitong International Asset Management , Ltd#711 · 147 sh | 147 | $11.2K | <0.01% | New |
| 712 | DT Investment Partners#712 · 145 sh | 145 | $11.1K | <0.01% | 0.0% |
| 713 | Bare Financial Services#713 · 141 sh | 141 | $10.8K | <0.01% | +182.0% |
| 714 | MARSHALL INVESTMENT MANAGEMENT#714 · 141 sh | 141 | $10.8K | <0.01% | New |
| 715 | Cornerstone Financial Management#715 · 139 sh | 139 | $10.6K | <0.01% | +25.2% |
| 716 | MCF Advisors#716 · 132 sh | 132 | $10.1K | <0.01% | 0.0% |
| 717 | Kemnay Advisory Services#717 · 129 sh | 129 | $9.9K | <0.01% | +4.9% |
| 718 | Private Wealth Asset Management#718 · 129 sh | 129 | $9.9K | <0.01% | 0.0% |
| 719 | Aspect Partners#719 · 126 sh | 126 | $9.6K | — | 0.0% |
| 720 | Center for Financial Planning#720 · 122 sh | 122 | $9.4K | — | 0.0% |
| 721 | COMPASS FINANCIAL MANAGEMENT#721 · 128 sh | 128 | $9.3K | <0.01% | — |
| 722 | First Bancorp#722 · 121 sh | 121 | $9.3K | — | New |
| 723 | JFS WEALTH ADVISORS#723 · 119 sh | 119 | $9.1K | <0.01% | +14.4% |
| 724 | Cornerstone Planning Group#724 · 121 sh | 121 | $9.0K | — | -7.6% |
| 725 | Geneos Wealth Management#725 · 117 sh | 117 | $9.0K | <0.01% | 0.0% |
| 726 | BARTLETT & WEALTH MANAGEMENT#726 · 3,068 sh | 3,068 | $8.6K | <0.01% | -0.1% |
| 727 | Prestige Wealth Management Group#727 · 102 sh | 102 | $7.8K | <0.01% | -15.7% |
| 728 | TOUNJIAN ADVISORY PARTNERS#728 · 101 sh | 101 | $7.7K | <0.01% | -99.4% |
| 729 | SOUTHERN MICHIGAN BANK &#729 · 100 sh | 100 | $7.7K | — | New |
| 730 | Strategic Wealth Partners, Ltd.#730 · 100 sh | 100 | $7.7K | <0.01% | 0.0% |
| 731 | Sachetta#731 · 95 sh | 95 | $7.3K | <0.01% | +4.4% |
| 732 | Rosenberg Matthew Hamilton#732 · 92 sh | 92 | $7.0K | — | 0.0% |
| 733 | Rialto Wealth Management#733 · 92 sh | 92 | $7.0K | <0.01% | +73.6% |
| 734 | Lodestone Wealth Management#734 · 87 sh | 87 | $6.7K | — | 0.0% |
| 735 | Bogart Wealth#735 · 86 sh | 86 | $6.6K | <0.01% | +352.6% |
| 736 | AMERIFLEX GROUP#736 · 84 sh | 84 | $6.4K | <0.01% | +1300.0% |
| 737 | ALERUS FINANCIAL NA#737 · 84 sh | 84 | $6.4K | <0.01% | 0.0% |
| 738 | Robinswood Financial#738 · 81 sh | 81 | $6.3K | — | New |
| 739 | North Star Investment Management#739 · 79 sh | 79 | $6.0K | <0.01% | +88.1% |
| 740 | Clal Insurance Enterprises Ltd#740 · 81 sh | 81 | $6.0K | 0.00% | -10.0% |
| 741 | Fairman Group#741 · 78 sh | 78 | $6.0K | — | 0.0% |
| 742 | Principia Wealth Advisory#742 · 77 sh | 77 | $5.9K | <0.01% | +156.7% |
| 743 | City State Bank#743 · 76 sh | 76 | $5.8K | — | 0.0% |
| 744 | Bell Investment Advisors#744 · 75 sh | 75 | $5.7K | <0.01% | -9.6% |
| 745 | Transamerica Financial Advisors#745 · 68 sh | 68 | $5.2K | <0.01% | +83.8% |
| 746 | FINANCIAL CONSULATE#746 · 67 sh | 67 | $5.1K | — | +71.8% |
| 747 | Glen Eagle Advisors#747 · 64 sh | 64 | $4.9K | <0.01% | +23.1% |
| 748 | SouthState Bank#748 · 64 sh | 64 | $4.9K | <0.01% | +10.3% |
| 749 | Alken Asset Management Ltd.#749 · 4,300 sh | 4,300 | $4.8K | — | +6.2% |
| 750 | IMG Wealth Management#750 · 61 sh | 61 | $4.7K | <0.01% | -7.6% |
| 751 | BIRCHBROOK#751 · 58 sh | 58 | $4.4K | — | 0.0% |
| 752 | Synergy Investment Management#752 · 57 sh | 57 | $4.2K | <0.01% | +375.0% |
| 753 | Financial Management Professionals#753 · 55 sh | 55 | $4.2K | — | +5.8% |
| 754 | HIGHLINE WEALTH PARTNERS#754 · 53 sh | 53 | $4.1K | — | +17.8% |
| 755 | TD Capital Management#755 · 53 sh | 53 | $4.0K | <0.01% | +1.9% |
| 756 | SBI Securities , Ltd.#756 · 51 sh | 51 | $3.9K | — | +4.1% |
| 757 | Fulcrum Asset Management LLP#757 · 50 sh | 50 | $3.9K | <0.01% | New |
| 758 | Bay Harbor Wealth Management#758 · 48 sh | 48 | $3.7K | <0.01% | +20.0% |
| 759 | CENTRAL#759 · 44 sh | 44 | $3.4K | <0.01% | +2.3% |
| 760 | Cape Investment Advisory#760 · 41 sh | 41 | $3.1K | — | New |
| 761 | Hughes Financial Services#761 · 40 sh | 40 | $3.1K | <0.01% | +53.8% |
| 762 | BOYD WATTERSON ASSET MANAGEMENT#762 · 39 sh | 39 | $3.0K | <0.01% | 0.0% |
| 763 | DiNuzzo Private Wealth#763 · 39 sh | 39 | $3.0K | — | +5.4% |
| 764 | Noble Wealth Management PBC#764 · 39 sh | 39 | $3.0K | — | New |
| 765 | Burk#765 · 39 sh | 39 | $3.0K | <0.01% | 0.0% |
| 766 | Wilkerson Advisory Group#766 · 37 sh | 37 | $2.8K | — | 0.0% |
| 767 | AMERICAN NATIONAL BANK#767 · 37 sh | 37 | $2.8K | — | 0.0% |
| 768 | ZRC WEALTH MANAGEMENT#768 · 35 sh | 35 | $2.7K | — | 0.0% |
| 769 | SHP Wealth Management#769 · 35 sh | 35 | $2.7K | <0.01% | 0.0% |
| 770 | Main Street Group, LTD#770 · 34 sh | 34 | $2.6K | <0.01% | 0.0% |
| 771 | Creative Capital Management Investments#771 · 32 sh | 32 | $2.4K | <0.01% | New |
| 772 | S&T BANK#772 · 31 sh | 31 | $2.4K | <0.01% | +210.0% |
| 773 | LifeSteps Financial#773 · 31 sh | 31 | $2.4K | — | New |
| 774 | Key Capital Management#774 · 31 sh | 31 | $2.4K | <0.01% | 0.0% |
| 775 | Monetary Solutions, Ltd#775 · 30 sh | 30 | $2.3K | — | 0.0% |
| 776 | Dunhill Financial#776 · 29 sh | 29 | $2.3K | <0.01% | -6.5% |
| 777 | J.Safra Asset Management#777 · 29 sh | 29 | $2.2K | <0.01% | -51.7% |
| 778 | Millstone Evans Group#778 · 29 sh | 29 | $2.2K | <0.01% | New |
| 779 | Lloyd Advisory Services#779 · 29 sh | 29 | $2.2K | <0.01% | +3.6% |
| 780 | Johnson Financial Group#780 · 27 sh | 27 | $2.1K | <0.01% | -93.9% |
| 781 | Penserra Capital Management#781 · 27 sh | 27 | $2.0K | 0.00% | 0.0% |
| 782 | Private Wealth Management Group#782 · 24 sh | 24 | $1.8K | — | 0.0% |
| 783 | Planning Strategies#783 · 24 sh | 24 | $1.8K | — | — |
| 784 | RAFFA WEALTH MANAGEMENT#784 · 21 sh | 21 | $1.6K | <0.01% | -8.7% |
| 785 | Fortis Group Advisors#785 · 20 sh | 20 | $1.5K | <0.01% | New |
| 786 | Community Financial Services Group#786 · 20 sh | 20 | $1.5K | — | 0.0% |
| 787 | Sunrise Financial Services#787 · 18 sh | 18 | $1.4K | — | 0.0% |
| 788 | Cedar Mountain Advisors#788 · 17 sh | 17 | $1.3K | — | 0.0% |
| 789 | HFM Investment Advisors#789 · 17 sh | 17 | $1.3K | <0.01% | +88.9% |
| 790 | Arlington#790 · 16 sh | 16 | $1.2K | — | 0.0% |
| 791 | WestEnd Advisors#791 · 15 sh | 15 | $1.1K | 0.00% | +15.4% |
| 792 | Marquette Asset Management#792 · 15 sh | 15 | $1.1K | — | New |
| 793 | AdvisorNet Financial#793 · 15 sh | 15 | $1.1K | — | +15.4% |
| 794 | Golden State Wealth Management#794 · 14 sh | 14 | $1.1K | <0.01% | 0.0% |
| 795 | Tidemark#795 · 14 sh | 14 | $1.1K | <0.01% | 0.0% |
| 796 | 1015 Capital Partners#796 · 14 sh | 14 | $1.1K | <0.01% | 0.0% |
| 797 | Capital Advisors, Ltd.#797 · 8 sh | 8 | $1.0K | <0.01% | 0.0% |
| 798 | Anchor Investment Management#798 · 13 sh | 13 | $995.00 | <0.01% | New |
| 799 | WPG Advisers#799 · 13 sh | 13 | $995.00 | <0.01% | 0.0% |
| 800 | Valued Wealth Advisors#800 · 12 sh | 12 | $918.00 | <0.01% | 0.0% |
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.